Narrative Update • May 11

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has remained flat, although notably Salvatore Ferragamo declined by 7.3%. Unfortunately though, the industry is down 9.4% over the past 12 months. As for the next few years, earnings are expected to grow by 12% 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 |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | €23.1b | €9.0b | €835.3m | 21x | 27.6x | 2.6x |
| Sun, 19 Apr 2026 | €25.2b | €9.0b | €835.9m | 21.1x | 30.1x | 2.8x |
| Tue, 17 Mar 2026 | €22.4b | €9.0b | €832.1m | 19.9x | 26.9x | 2.5x |
| Thu, 12 Feb 2026 | €23.2b | €8.9b | €730.2m | 20.4x | 31.7x | 2.6x |
| Sat, 10 Jan 2026 | €25.2b | €8.9b | €730.2m | 20.6x | 34.5x | 2.8x |
| Mon, 08 Dec 2025 | €25.8b | €8.9b | €730.0m | 20.2x | 35.4x | 2.9x |
| Wed, 05 Nov 2025 | €23.4b | €8.9b | €730.0m | 20x | 32x | 2.6x |
| Fri, 03 Oct 2025 | €23.2b | €8.9b | €729.0m | 18.1x | 31.8x | 2.6x |
| Sun, 31 Aug 2025 | €23.1b | €8.9b | €734.9m | 20.8x | 31.4x | 2.6x |
| Tue, 29 Jul 2025 | €22.7b | €8.9b | €765.2m | 21.2x | 29.7x | 2.6x |
| Thu, 26 Jun 2025 | €22.2b | €8.8b | €792.8m | 18.3x | 28x | 2.5x |
| Sat, 24 May 2025 | €24.2b | €8.8b | €792.8m | 19x | 30.5x | 2.7x |
| Mon, 21 Apr 2025 | €23.2b | €8.8b | €796.7m | 15.9x | 29.2x | 2.6x |
| Wed, 19 Mar 2025 | €26.7b | €8.9b | €811.8m | 16x | 32.9x | 3x |
| Fri, 14 Feb 2025 | €30.4b | €8.9b | €872.3m | 22.3x | 34.8x | 3.4x |
| Sun, 12 Jan 2025 | €24.6b | €8.9b | €872.3m | 21.2x | 28.1x | 2.8x |
| Tue, 10 Dec 2024 | €23.4b | €8.9b | €872.3m | 19.6x | 26.8x | 2.6x |
| Thu, 07 Nov 2024 | €21.9b | €8.8b | €809.9m | 20.4x | 27.1x | 2.5x |
| Sat, 05 Oct 2024 | €23.7b | €8.8b | €810.0m | 22.7x | 29.2x | 2.7x |
| Mon, 02 Sep 2024 | €23.9b | €8.8b | €816.4m | 38.1x | 29.3x | 2.7x |
| Wed, 31 Jul 2024 | €23.6b | €8.9b | €832.2m | 19.2x | 28.4x | 2.7x |
| Fri, 28 Jun 2024 | €24.9b | €8.8b | €796.8m | 20.2x | 31.3x | 2.8x |
| Sun, 26 May 2024 | €26.3b | €8.7b | €780.5m | 27.4x | 33.7x | 3x |
| Tue, 23 Apr 2024 | €27.3b | €8.7b | €788.4m | 12.9x | 34.6x | 3.1x |
| Thu, 21 Mar 2024 | €29.1b | €8.8b | €755.8m | 15.5x | 38.4x | 3.3x |
| Sat, 17 Feb 2024 | €27.8b | €8.7b | €707.9m | 23.3x | 39.2x | 3.2x |
| Mon, 15 Jan 2024 | €23.8b | €8.7b | €710.4m | 15.1x | 33.5x | 2.7x |
| Wed, 13 Dec 2023 | €23.7b | €8.7b | €710.4m | 15.1x | 33.3x | 2.7x |
| Fri, 10 Nov 2023 | €22.7b | €8.7b | €714.3m | 15.7x | 31.7x | 2.6x |
| Sun, 08 Oct 2023 | €23.4b | €8.7b | €714.2m | 16.7x | 32.8x | 2.7x |
| Tue, 05 Sep 2023 | €26.1b | €8.7b | €716.5m | 25.7x | 36.4x | 3x |
| Thu, 03 Aug 2023 | €26.2b | €8.6b | €782.0m | 17x | 33.5x | 3x |
| Sat, 01 Jul 2023 | €26.9b | €8.4b | €853.2m | 17.7x | 31.5x | 3.2x |
| Mon, 29 May 2023 | €26.9b | €8.3b | €852.9m | 17.5x | 31.5x | 3.2x |
31.5x
How does Italian Apparel, Accessories and Luxury Goods compare with similar industries?
| IT Market | -0.33% | |
| Consumer Discretionary | -0.047% | |
| Luxury | 0.023% | |
| Apparel, Accessories and Luxury Goods | 0.032% | |
| Textiles | 1.08% | |
| Footwear | -4.60% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MONC Moncler | €51.94 | 2.0% +€277.0m | -5.2% | PE22.5x | |
| BC Brunello Cucinelli | €83.48 | 0.4% +€24.5m | -22.5% | PE42x | |
| FPE Fope | €42.40 | 1.0% +€2.2m | 25.4% | PE20.2x | |
| PQ Piquadro | €2.63 | 1.5% +€1.9m | 26.4% | PE10.6x |