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Dutch (AEX) Consumer Discretionary Sector Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies10
  • 7D2.0%
  • 3M16.0%
  • 1Y64.9%
  • YTD40.8%

In the last week, the Consumer Discretionary industry is up 2.0%, with Prosus up 2.1%. This means that the industry has gained 65% over the past year. Earnings are forecast to grow by 1.5% annually.

Sector Valuation and Performance

Has the Dutch Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Sep 2025€128.3b€12.9b€10.2b18.9x12.6x9.9x
Sat, 16 Aug 2025€125.1b€13.0b€10.3b12.4x12.1x9.6x
Mon, 14 Jul 2025€115.2b€12.9b€10.2b24x11.3x8.9x
Wed, 11 Jun 2025€114.5b€12.8b€6.5b26.2x17.6x9x
Fri, 09 May 2025€105.7b€12.8b€6.6b20.6x15.9x8.2x
Sun, 06 Apr 2025€95.7b€13.0b€6.8b18.5x14.1x7.4x
Tue, 04 Mar 2025€104.8b€13.0b€7.1b19.2x14.7x8.1x
Thu, 30 Jan 2025€90.7b€14.8b€5.8b19.9x15.7x6.1x
Sat, 28 Dec 2024€98.0b€14.8b€5.8b20.4x17x6.6x
Mon, 25 Nov 2024€95.9b€14.4b€4.7b22.2x20.2x6.7x
Wed, 23 Oct 2024€99.2b€14.2b€4.5b24.2x22x7x
Fri, 20 Sep 2024€87.8b€14.0b€4.3b25x20.4x6.2x
Sun, 18 Aug 2024€85.9b€14.1b€4.4b20.6x19.6x6.1x
Tue, 16 Jul 2024€87.3b€14.0b€4.5b17.3x19.5x6.2x
Thu, 13 Jun 2024€88.0b€14.6b€8.0b17.9x11x6x
Sat, 11 May 2024€89.3b€14.6b€8.0b17.8x11.1x6.1x
Mon, 08 Apr 2024€78.6b€14.6b€8.0b21.5x9.9x5.4x
Wed, 06 Mar 2024€70.7b€14.5b€8.0b27x8.9x4.9x
Fri, 02 Feb 2024€84.2b€18.7b€14.6b21.8x5.8x4.5x
Sun, 31 Dec 2023€82.7b€18.6b€14.4b21.8x5.7x4.4x
Tue, 28 Nov 2023€91.9b€18.4b€13.6b21.9x6.8x5x
Thu, 26 Oct 2023€81.2b€18.6b€13.9b21.9x5.9x4.4x
Sat, 23 Sep 2023€88.5b€18.5b€13.8b21.4x6.4x4.8x
Mon, 21 Aug 2023€90.8b€18.3b€13.6b21.4x6.7x5x
Wed, 19 Jul 2023€107.4b€18.2b€10.1b22.1x10.6x5.9x
Fri, 16 Jun 2023€100.2b€19.8b€6.4b17.8x15.6x5.1x
Sun, 14 May 2023€97.2b€19.8b€6.4b16.2x15.1x4.9x
Tue, 11 Apr 2023€104.3b€19.7b€6.4b17.3x16.2x5.3x
Thu, 09 Mar 2023€103.2b€19.7b€6.6b13.4x15.7x5.2x
Sat, 04 Feb 2023€114.3b€19.5b€8.2b19.1x14x5.9x
Mon, 02 Jan 2023€99.4b€19.6b€8.2b17.2x12.1x5.1x
Wed, 30 Nov 2022€95.3b€19.8b€8.4b15.8x11.3x4.8x
Fri, 28 Oct 2022€73.6b€19.5b€21.9b12.4x3.4x3.8x
Sun, 25 Sep 2022€87.1b€22.1b€16.0b11.2x5.5x3.9x
Price to Earnings Ratio

5.5x


Total Market Cap: €87.1bTotal Earnings: €16.0bTotal Revenue: €22.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Consumer Discretionary Sector Price to Earnings3Y Average 12.8x202320242025
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 12.8x.
  • The 3-year average PS ratio of 6.1x is lower than the industry's current PS ratio of 9.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 14% 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 Market1.46%
Consumer Discretionary2.05%
Specialty Stores3.16%
General Merchandise and Department Stores2.11%
Hospitality1.00%
Auto0%0
Consumer Durables0%0
Leisure0%0
Online Retail and Ecommerce0%0
Retail Distributors-0.17%
Auto Components-1.44%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 28.4x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 86% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings decline by 2.8% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PRX Prosus€56.275.3%
+€6.2b
73.0%PE11.8x
BFIT Basic-Fit€25.902.5%
+€40.5m
15.9%PS1.3x
FAST Fastned B.V€21.453.6%
+€14.5m
19.3%PS3.9x
TLT London TunnelsUK£1.805.9%
+UK£7.1m
-17.4%PB14.7x