Analysis Article • Aug 07
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Italian (Borsa Italiana) Luxury Industry Analysis
UpdatedAug 08, 2026
DataAggregated Company Financials
Companies19
- 7D3.3%
- 3M0.1%
- 1Y11.3%
- YTD-3.0%
In the last week, the Luxury industry is up 3.3%, with Moncler up 3.2%. Meanwhile, Piquadro actually underperformed within the industry, shrinking 13% in the last week. This takes the industry's 12 month performance to a gain of 11%. Looking forward, earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the Italian Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | €24.9b | €10.5b | €885.2m | 26.3x | 28.1x | 2.4x |
| Tue, 07 Jul 2026 | €24.5b | €10.4b | €808.3m | 21.2x | 30.3x | 2.3x |
| Thu, 04 Jun 2026 | €24.6b | €10.4b | €808.0m | 20.3x | 30.4x | 2.4x |
| Sat, 02 May 2026 | €23.4b | €10.4b | €808.0m | 22.2x | 29x | 2.3x |
| Mon, 30 Mar 2026 | €22.1b | €10.4b | €807.4m | 19.2x | 27.3x | 2.1x |
| Wed, 25 Feb 2026 | €25.6b | €10.4b | €716.7m | 21.6x | 35.7x | 2.5x |
| Fri, 23 Jan 2026 | €23.2b | €10.3b | €699.1m | 20.2x | 33.2x | 2.2x |
| Sun, 21 Dec 2025 | €26.2b | €10.4b | €700.0m | 20.9x | 37.5x | 2.5x |
| Tue, 18 Nov 2025 | €25.0b | €10.4b | €700.0m | 22.2x | 35.8x | 2.4x |
| Thu, 16 Oct 2025 | €23.9b | €10.4b | €699.1m | 22.1x | 34.2x | 2.3x |
| Sat, 13 Sep 2025 | €23.3b | €10.4b | €710.5m | 22.9x | 32.8x | 2.2x |
| Mon, 11 Aug 2025 | €22.4b | €10.4b | €689.6m | 22.2x | 32.4x | 2.2x |
| Wed, 09 Jul 2025 | €24.2b | €10.4b | €749.4m | 22.3x | 32.3x | 2.3x |
| Fri, 06 Jun 2025 | €24.3b | €10.3b | €748.5m | 22.6x | 32.5x | 2.4x |
| Sun, 04 May 2025 | €24.5b | €10.3b | €751.0m | 19.4x | 32.6x | 2.4x |
| Tue, 01 Apr 2025 | €25.3b | €10.4b | €752.0m | 14.9x | 33.7x | 2.4x |
| Thu, 27 Feb 2025 | €29.6b | €10.6b | €844.1m | 16.5x | 35x | 2.8x |
| Sat, 25 Jan 2025 | €28.1b | €10.5b | €851.9m | 13.4x | 32.9x | 2.7x |
| Mon, 23 Dec 2024 | €23.9b | €10.5b | €851.9m | 13x | 28.1x | 2.3x |
| Wed, 20 Nov 2024 | €21.6b | €10.5b | €851.0m | 12.5x | 25.4x | 2.1x |
| Fri, 18 Oct 2024 | €24.0b | €10.5b | €779.1m | 13x | 30.9x | 2.3x |
| Sun, 15 Sep 2024 | €22.7b | €10.5b | €788.2m | 13.4x | 28.7x | 2.2x |
| Tue, 13 Aug 2024 | €22.9b | €10.4b | €784.7m | 13.1x | 29.2x | 2.2x |
| Thu, 11 Jul 2024 | €25.0b | €10.4b | €770.0m | 11.5x | 32.4x | 2.4x |
| Sat, 08 Jun 2024 | €28.1b | €11.6b | €801.4m | 14.5x | 35.1x | 2.4x |
| Mon, 06 May 2024 | €29.2b | €11.5b | €815.4m | 13.5x | 35.8x | 2.5x |
| Wed, 03 Apr 2024 | €30.4b | €11.6b | €810.8m | 13.3x | 37.5x | 2.6x |
| Fri, 01 Mar 2024 | €31.1b | €11.5b | €761.7m | 14.5x | 40.8x | 2.7x |
| Sun, 28 Jan 2024 | €26.7b | €11.6b | €764.1m | 15x | 35x | 2.3x |
| Tue, 26 Dec 2023 | €26.4b | €11.6b | €764.1m | 15.1x | 34.5x | 2.3x |
| Thu, 23 Nov 2023 | €24.2b | €11.6b | €759.1m | 15.1x | 31.9x | 2.1x |
| Sat, 21 Oct 2023 | €24.1b | €11.6b | €788.5m | 14.8x | 30.6x | 2.1x |
| Mon, 18 Sep 2023 | €27.0b | €11.6b | €790.1m | 19.4x | 34.1x | 2.3x |
| Wed, 16 Aug 2023 | €28.3b | €11.4b | €761.2m | 18.7x | 37.2x | 2.5x |
Price to Earnings Ratio
37.2x
Current Industry PE
- Investors are pessimistic on the Italian Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 28.1x which is lower than its 3-year average PE of 32.6x.
- The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 5.2% per year over the last three years.
- Meanwhile revenues for these companies have declined 2.6% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary industry?
| IT Market | 2.56% | |
| Consumer Discretionary | 2.68% | |
| Luxury | 3.29% | |
| Footwear | 3.76% | |
| Apparel, Accessories and Luxury Goods | 3.31% | |
| Textiles | 1.23% | |
Industry PE
- Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry even though it's trading below its 3-year average PE ratio of 31.4x.
- Analysts are expecting annual earnings growth of 12.4%, which is higher than its past year's earnings growth of 7.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 67% over the next 5 years.
- This is better than its past earnings decline of 43% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MONC Moncler | €50.66 | 3.2% +€424.3m | 7.9% | PE21.6x | |
| SFL Safilo Group | €2.23 | 35.2% +€241.7m | 76.7% | PE18.1x | |
| BC Brunello Cucinelli | €90.00 | 2.4% +€141.4m | -6.9% | PE44.4x | |
| OVS OVS | €6.34 | 1.3% +€19.5m | 72.4% | PE31.9x | |
| GEO Geox | €0.29 | 3.8% +€3.8m | -0.3% | PS0.2x |
