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Dutch (AEX) Consumer Discretionary Sector Analysis
UpdatedJul 03, 2025
DataAggregated Company Financials
Companies10
- 7D-2.2%
- 3M19.3%
- 1Y41.4%
- YTD20.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.8%, driven by a pullback from Prosus of 2.3%. In the past year, the industry has gained 41%. In the next few years, earnings are forecast to decline by 9.0% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 05 Jul 2025 | €110.9b | €12.8b | €10.1b | 24.4x | 11x | 8.6x |
| Mon, 02 Jun 2025 | €109.5b | €12.8b | €6.5b | 25.4x | 16.7x | 8.6x |
| Wed, 30 Apr 2025 | €99.3b | €12.8b | €6.5b | 13.3x | 15.2x | 7.8x |
| Fri, 28 Mar 2025 | €108.2b | €13.0b | €6.9b | 21.1x | 15.6x | 8.3x |
| Sun, 23 Feb 2025 | €112.8b | €14.8b | €5.7b | 21.7x | 19.6x | 7.6x |
| Tue, 21 Jan 2025 | €87.8b | €14.8b | €5.8b | 20x | 15.1x | 5.9x |
| Thu, 19 Dec 2024 | €100.3b | €14.8b | €5.7b | 20.6x | 17.4x | 6.8x |
| Sat, 16 Nov 2024 | €95.7b | €14.3b | €4.7b | 22.3x | 20.5x | 6.7x |
| Mon, 14 Oct 2024 | €101.3b | €14.1b | €4.4b | 24.4x | 22.9x | 7.2x |
| Wed, 11 Sep 2024 | €83.4b | €14.1b | €4.4b | 23.7x | 19.1x | 5.9x |
| Fri, 09 Aug 2024 | €83.4b | €14.1b | €4.4b | 20.7x | 18.8x | 5.9x |
| Sun, 07 Jul 2024 | €85.4b | €14.1b | €4.5b | 17.2x | 18.9x | 6.1x |
| Tue, 04 Jun 2024 | €88.5b | €14.6b | €7.9b | 17.9x | 11.2x | 6.1x |
| Thu, 02 May 2024 | €83.4b | €14.7b | €8.1b | 20.2x | 10.3x | 5.7x |
| Sat, 30 Mar 2024 | €77.9b | €14.6b | €8.0b | 21.2x | 9.7x | 5.3x |
| Mon, 26 Feb 2024 | €77.2b | €14.7b | €7.3b | 34x | 10.5x | 5.3x |
| Wed, 24 Jan 2024 | €82.4b | €18.7b | €14.6b | 21.8x | 5.6x | 4.4x |
| Fri, 22 Dec 2023 | €89.4b | €18.6b | €14.5b | 21.8x | 6.2x | 4.8x |
| Sun, 19 Nov 2023 | €91.9b | €18.4b | €13.6b | 21.9x | 6.8x | 5x |
| Tue, 17 Oct 2023 | €86.2b | €18.6b | €13.9b | 21.8x | 6.2x | 4.6x |
| Thu, 14 Sep 2023 | €129.8b | €18.5b | €13.7b | 21.4x | 9.4x | 7x |
| Sat, 12 Aug 2023 | €93.1b | €18.3b | €13.6b | 21.4x | 6.9x | 5.1x |
| Mon, 10 Jul 2023 | €102.7b | €18.3b | €10.3b | 15.2x | 10x | 5.6x |
| Wed, 07 Jun 2023 | €96.8b | €19.9b | €6.5b | 16.7x | 14.8x | 4.9x |
| Fri, 05 May 2023 | €98.4b | €19.7b | €6.4b | 16.7x | 15.4x | 5x |
| Sun, 02 Apr 2023 | €107.1b | €19.7b | €6.5b | 17.3x | 16.6x | 5.4x |
| Tue, 28 Feb 2023 | €103.3b | €19.7b | €8.3b | 17.6x | 12.5x | 5.3x |
| Thu, 26 Jan 2023 | €115.4b | €19.5b | €8.1b | 19.3x | 14.2x | 5.9x |
| Sat, 24 Dec 2022 | €98.2b | €19.6b | €8.3b | 16.9x | 11.9x | 5x |
| Mon, 21 Nov 2022 | €94.1b | €19.3b | €21.4b | 11.7x | 4.4x | 4.9x |
| Wed, 19 Oct 2022 | €87.3b | €19.7b | €22.4b | 12.2x | 3.9x | 4.4x |
| Fri, 16 Sep 2022 | €96.0b | €21.8b | €15.4b | 11.8x | 6.2x | 4.4x |
| Sun, 14 Aug 2022 | €102.5b | €21.3b | €15.0b | 11x | 6.9x | 4.8x |
| Tue, 12 Jul 2022 | €108.5b | €20.2b | €18.2b | 10.7x | 6x | 5.4x |
Price to Earnings Ratio
6x
Current Industry PE
- Investors are pessimistic on the Dutch Consumer Discretionary 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 11.0x which is lower than its 3-year average PE of 12.4x.
- The 3-year average PS ratio of 5.8x is lower than the industry's current PS ratio of 8.6x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 17% per year over the last three years,
- Revenues have also declined 14% 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 | -1.38% | |
| Consumer Discretionary | -2.21% | |
| Specialty Stores | 4.77% | |
| Retail Distributors | 0.34% | |
| Auto | 0% | 0 |
| Consumer Durables | 0% | 0 |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.72% | |
| Auto Components | -1.91% | |
| General Merchandise and Department Stores | -2.33% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 14.9x.
- 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 88% over the next 5 years.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings decline by 15% 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 | |
|---|---|---|---|---|---|
| FAST Fastned B.V | €21.95 | 4.8% +€19.3m | 33.7% | PS4.9x | |
| BSGR B&S Group | €5.88 | 0.3% +€1.7m | 18.1% | PE12.4x |
