Narrative Update • Jun 06

Brunello Cucinelli is up 5.0%, leading the way for the Apparel, Accessories and Luxury Goods industry, which has gained 2.7%. Meanwhile, Aeffe actually underperformed within the industry, shrinking 11% in the last week. In the last 12 months, the industry was up 4.3%. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Italian Apparel, Accessories and Luxury Goods Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | €25.3b | €9.1b | €834.5m | 22.6x | 30.3x | 2.8x |
| Fri, 08 May 2026 | €24.1b | €9.0b | €835.3m | 20.7x | 28.9x | 2.7x |
| Sun, 05 Apr 2026 | €23.0b | €9.0b | €832.4m | 19.6x | 27.7x | 2.6x |
| Tue, 03 Mar 2026 | €25.0b | €9.0b | €747.7m | 21.6x | 33.5x | 2.8x |
| Thu, 29 Jan 2026 | €21.9b | €8.9b | €730.2m | 19.9x | 29.9x | 2.4x |
| Sat, 27 Dec 2025 | €25.6b | €8.9b | €730.0m | 21x | 35.1x | 2.9x |
| Mon, 24 Nov 2025 | €24.8b | €8.9b | €730.0m | 19.7x | 33.9x | 2.8x |
| Wed, 22 Oct 2025 | €23.9b | €8.9b | €730.0m | 19.7x | 32.7x | 2.7x |
| Fri, 19 Sep 2025 | €23.9b | €8.9b | €734.9m | 21.1x | 32.6x | 2.7x |
| Sun, 17 Aug 2025 | €21.8b | €8.8b | €722.3m | 19.3x | 30.2x | 2.5x |
| Tue, 15 Jul 2025 | €23.5b | €8.8b | €792.7m | 20.7x | 29.6x | 2.7x |
| Thu, 12 Jun 2025 | €24.0b | €8.8b | €792.8m | 19.6x | 30.2x | 2.7x |
| Sat, 10 May 2025 | €24.1b | €8.8b | €797.3m | 17.8x | 30.2x | 2.7x |
| Mon, 07 Apr 2025 | €23.1b | €8.8b | €793.8m | 17.7x | 29.1x | 2.6x |
| Wed, 05 Mar 2025 | €28.5b | €8.9b | €864.6m | 22.8x | 33x | 3.2x |
| Fri, 31 Jan 2025 | €27.6b | €8.9b | €872.3m | 22.5x | 31.7x | 3.1x |
| Sun, 29 Dec 2024 | €23.7b | €8.9b | €872.3m | 21.3x | 27.2x | 2.7x |
| Tue, 26 Nov 2024 | €21.5b | €8.9b | €871.5m | 19.8x | 24.7x | 2.4x |
| Thu, 24 Oct 2024 | €23.5b | €8.8b | €809.9m | 22.2x | 29x | 2.7x |
| Sat, 21 Sep 2024 | €21.2b | €8.9b | €815.7m | 34.9x | 26x | 2.4x |
| Mon, 19 Aug 2024 | €23.0b | €8.8b | €817.2m | 36.5x | 28.2x | 2.6x |
| Wed, 17 Jul 2024 | €24.3b | €8.8b | €796.8m | 20.2x | 30.5x | 2.8x |
| Fri, 14 Jun 2024 | €25.7b | €8.8b | €778.1m | 26.4x | 33.1x | 2.9x |
| Sun, 12 May 2024 | €26.8b | €8.7b | €785.8m | 28x | 34.1x | 3.1x |
| Tue, 09 Apr 2024 | €27.9b | €8.8b | €776.8m | 13.2x | 35.9x | 3.2x |
| Thu, 07 Mar 2024 | €29.2b | €8.8b | €779.0m | 22.5x | 37.5x | 3.3x |
| Sat, 03 Feb 2024 | €25.5b | €8.7b | €710.4m | 15.5x | 35.9x | 2.9x |
| Mon, 01 Jan 2024 | €24.7b | €8.7b | €710.4m | 15.7x | 34.7x | 2.8x |
| Wed, 29 Nov 2023 | €22.1b | €8.7b | €710.4m | 15.1x | 31.1x | 2.5x |
| Fri, 27 Oct 2023 | €22.3b | €8.7b | €714.3m | 15.3x | 31.2x | 2.5x |
| Sun, 24 Sep 2023 | €24.1b | €8.7b | €718.3m | 25.8x | 33.5x | 2.8x |
| Tue, 22 Aug 2023 | €25.8b | €8.5b | €701.3m | 25.4x | 36.8x | 3x |
| Thu, 20 Jul 2023 | €26.2b | €8.4b | €853.2m | 17.1x | 30.8x | 3.1x |
| Sat, 17 Jun 2023 | €28.4b | €8.4b | €853.2m | 17.2x | 33.3x | 3.4x |
33.3x
How does Italian Apparel, Accessories and Luxury Goods compare with similar industries?
| IT Market | 0.21% | |
| Consumer Discretionary | -0.74% | |
| Luxury | 2.70% | |
| Apparel, Accessories and Luxury Goods | 2.74% | |
| Footwear | 1.48% | |
| Textiles | -0.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BC Brunello Cucinelli | €87.12 | 5.0% +€280.2m | -14.8% | PE43.9x | |
| MONC Moncler | €55.86 | 1.6% +€244.4m | 3.3% | PE24.2x | |
| SFL Safilo Group | €1.71 | 8.3% +€54.4m | 85.1% | PE14.6x | |
| FPE Fope | €51.00 | 18.1% +€42.4m | 28.1% | PE24.4x | |
| OVS OVS | €6.09 | 2.6% +€37.7m | 66.6% | PE30.6x |