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Dutch (AEX) Consumer Discretionary Sector Analysis
UpdatedAug 19, 2025
DataAggregated Company Financials
Companies10
- 7D4.3%
- 3M15.3%
- 1Y56.2%
- YTD36.5%
In the last week, the Consumer Discretionary industry is up 4.3%, with Prosus up 4.5%. During this same period, the London Tunnels underperformed, falling 17%. In the last 12 months, the industry was up 56%. As for the next few years, earnings are expected to grow by 2.2% per annum.
Sector Valuation and Performance
Has the Dutch Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 19 Aug 2025 | €124.8b | €13.0b | €10.3b | 12.4x | 12.1x | 9.6x |
| Thu, 17 Jul 2025 | €114.9b | €12.9b | €10.3b | 24.5x | 11.2x | 8.9x |
| Sat, 14 Jun 2025 | €112.7b | €12.7b | €6.4b | 26.1x | 17.5x | 8.9x |
| Mon, 12 May 2025 | €105.9b | €12.8b | €6.6b | 20.7x | 16x | 8.3x |
| Wed, 09 Apr 2025 | €93.1b | €13.0b | €6.8b | 18.8x | 13.7x | 7.2x |
| Fri, 07 Mar 2025 | €111.8b | €12.8b | €6.9b | 19.7x | 16.2x | 8.7x |
| Sun, 02 Feb 2025 | €91.8b | €14.8b | €5.8b | 20.2x | 15.8x | 6.2x |
| Tue, 31 Dec 2024 | €95.9b | €14.8b | €5.8b | 20.3x | 16.5x | 6.5x |
| Thu, 28 Nov 2024 | €96.2b | €14.3b | €4.6b | 21.9x | 20.7x | 6.7x |
| Sat, 26 Oct 2024 | €100.3b | €14.2b | €4.5b | 24.1x | 22.3x | 7.1x |
| Mon, 23 Sep 2024 | €86.7b | €14.0b | €4.3b | 24.3x | 20.2x | 6.2x |
| Wed, 21 Aug 2024 | €85.3b | €14.0b | €4.3b | 20.9x | 19.8x | 6.1x |
| Fri, 19 Jul 2024 | €85.4b | €14.0b | €4.5b | 17.5x | 19x | 6.1x |
| Sun, 16 Jun 2024 | €88.1b | €14.7b | €8.1b | 17.3x | 10.9x | 6x |
| Tue, 14 May 2024 | €91.1b | €14.6b | €8.0b | 17.9x | 11.4x | 6.2x |
| Thu, 11 Apr 2024 | €80.1b | €14.6b | €8.0b | 21.4x | 10x | 5.5x |
| Sat, 09 Mar 2024 | €71.1b | €14.4b | €7.9b | 26.1x | 9x | 4.9x |
| Mon, 05 Feb 2024 | €84.8b | €18.7b | €14.7b | 21.8x | 5.8x | 4.5x |
| Wed, 03 Jan 2024 | €82.3b | €18.6b | €14.5b | 21.8x | 5.7x | 4.4x |
| Fri, 01 Dec 2023 | €91.9b | €18.7b | €14.6b | 22x | 6.3x | 4.9x |
| Sun, 29 Oct 2023 | €81.0b | €18.6b | €13.9b | 21.9x | 5.8x | 4.4x |
| Tue, 26 Sep 2023 | €86.4b | €18.6b | €13.9b | 21.5x | 6.2x | 4.7x |
| Thu, 24 Aug 2023 | €90.3b | €18.4b | €13.6b | 21.4x | 6.6x | 4.9x |
| Sat, 22 Jul 2023 | €106.3b | €18.3b | €10.2b | 22.1x | 10.4x | 5.8x |
| Mon, 19 Jun 2023 | €100.7b | €19.8b | €6.4b | 17.9x | 15.7x | 5.1x |
| Wed, 17 May 2023 | €101.0b | €19.8b | €6.4b | 16.5x | 15.7x | 5.1x |
| Fri, 14 Apr 2023 | €100.3b | €19.6b | €6.4b | 17.1x | 15.7x | 5.1x |
| Sun, 12 Mar 2023 | €99.4b | €19.7b | €6.5b | 16.6x | 15.3x | 5x |
| Tue, 07 Feb 2023 | €112.0b | €19.6b | €8.2b | 19.2x | 13.7x | 5.7x |
| Thu, 05 Jan 2023 | €111.2b | €19.6b | €8.2b | 18.5x | 13.5x | 5.7x |
| Sat, 03 Dec 2022 | €98.2b | €19.7b | €8.3b | 16.5x | 11.8x | 5x |
| Mon, 31 Oct 2022 | €70.0b | €19.6b | €22.1b | 12.4x | 3.2x | 3.6x |
| Wed, 28 Sep 2022 | €89.3b | €22.2b | €16.2b | 10.7x | 5.5x | 4x |
| Fri, 26 Aug 2022 | €107.6b | €21.8b | €15.5b | 11.3x | 6.9x | 4.9x |
Price to Earnings Ratio
6.9x
Current Industry PE
- Investors are relatively neutral on the Dutch Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 12.6x.
- The 3-year average PS ratio of 6.0x is lower than the industry's current PS ratio of 9.6x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 13% per year over the last three years,
- Revenues have also declined 16% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Dutch Consumer Discretionary sector?
| NL Market | 0.75% | |
| Consumer Discretionary | 4.27% | |
| Specialty Stores | 6.38% | |
| General Merchandise and Department Stores | 4.54% | |
| Auto Components | 0.91% | |
| Auto | 0% | 0 |
| Consumer Durables | 0% | 0 |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -0.51% | |
| Hospitality | -0.62% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 15.6x.
- Analysts are expecting annual earnings growth of 41.4%, which is higher than its past year's earnings decline of 43.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 96% over the next 5 years.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings decline by 2.7% 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 | |
|---|---|---|---|---|---|
| PRX Prosus | €52.97 | 4.5% +€5.0b | 58.1% | PE11x | |
| FAST Fastned B.V | €22.50 | 6.4% +€27.5m | 27.7% | PS4.1x | |
| KENDR Kendrion | €11.10 | 0.9% +€1.6m | -11.9% | PE35.1x |