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Dutch (AEX) Consumer Discretionary Sector Analysis
UpdatedNov 11, 2025
DataAggregated Company Financials
Companies8
- 7D3.1%
- 3M16.5%
- 1Y61.6%
- YTD58.2%
In the last week, the Consumer Discretionary industry is up 2.8%, with Prosus up 3.2%. This takes the industry's 12 month performance to a gain of 62%. Looking forward, earnings are expected to remain mostly flat in the next few years.
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 |
|---|---|---|---|---|---|---|
| Thu, 13 Nov 2025 | €139.2b | €9.6b | €10.8b | 20.7x | 12.9x | 14.6x |
| Sat, 11 Oct 2025 | €138.1b | €13.0b | €10.4b | 18.9x | 13.3x | 10.6x |
| Mon, 08 Sep 2025 | €123.4b | €13.0b | €10.3b | 18.9x | 12x | 9.5x |
| Wed, 06 Aug 2025 | €118.2b | €13.0b | €10.4b | 12.5x | 11.3x | 9.1x |
| Fri, 04 Jul 2025 | €111.8b | €12.9b | €10.2b | 24.4x | 11x | 8.7x |
| Sun, 01 Jun 2025 | €109.5b | €12.8b | €6.5b | 25.4x | 16.7x | 8.6x |
| Tue, 29 Apr 2025 | €99.4b | €12.8b | €6.5b | 19.6x | 15.3x | 7.8x |
| Thu, 27 Mar 2025 | €107.3b | €13.1b | €6.9b | 21.5x | 15.5x | 8.2x |
| Sat, 22 Feb 2025 | €112.8b | €14.8b | €5.8b | 21.7x | 19.6x | 7.6x |
| Mon, 20 Jan 2025 | €87.7b | €14.9b | €5.9b | 19.8x | 14.9x | 5.9x |
| Wed, 18 Dec 2024 | €101.4b | €14.7b | €5.7b | 20.6x | 17.7x | 6.9x |
| Fri, 15 Nov 2024 | €96.5b | €14.3b | €4.7b | 22.2x | 20.6x | 6.7x |
| Sun, 13 Oct 2024 | €101.3b | €14.1b | €4.4b | 24.4x | 22.9x | 7.2x |
| Tue, 10 Sep 2024 | €83.8b | €14.1b | €4.4b | 24.3x | 19.2x | 5.9x |
| Thu, 08 Aug 2024 | €82.2b | €14.1b | €4.4b | 20.7x | 18.5x | 5.8x |
| Sat, 06 Jul 2024 | €85.4b | €14.1b | €4.5b | 17.2x | 18.9x | 6.1x |
| Mon, 03 Jun 2024 | €87.2b | €14.6b | €8.0b | 18.1x | 11x | 6x |
| Wed, 01 May 2024 | €83.6b | €14.7b | €8.1b | 20.2x | 10.3x | 5.7x |
| Fri, 29 Mar 2024 | €77.9b | €14.6b | €8.0b | 21.2x | 9.7x | 5.3x |
| Sun, 25 Feb 2024 | €77.2b | €14.7b | €7.3b | 34x | 10.5x | 5.3x |
| Tue, 23 Jan 2024 | €78.7b | €18.7b | €14.6b | 21.8x | 5.4x | 4.2x |
| Thu, 21 Dec 2023 | €89.9b | €18.6b | €14.5b | 21.7x | 6.2x | 4.8x |
| Sat, 18 Nov 2023 | €91.9b | €18.4b | €13.6b | 21.9x | 6.7x | 5x |
| Mon, 16 Oct 2023 | €85.2b | €18.6b | €13.9b | 21.8x | 6.1x | 4.6x |
| Wed, 13 Sep 2023 | €130.8b | €18.5b | €13.7b | 21.4x | 9.5x | 7.1x |
| Fri, 11 Aug 2023 | €96.4b | €18.3b | €13.5b | 21.4x | 7.1x | 5.3x |
| Sun, 09 Jul 2023 | €102.7b | €18.3b | €10.3b | 15.2x | 10x | 5.6x |
| Tue, 06 Jun 2023 | €96.7b | €19.9b | €6.5b | 16.7x | 14.8x | 4.9x |
| Thu, 04 May 2023 | €99.0b | €19.7b | €6.4b | 16.6x | 15.6x | 5x |
| Sat, 01 Apr 2023 | €107.1b | €19.7b | €6.5b | 17.3x | 16.6x | 5.4x |
| Mon, 27 Feb 2023 | €101.7b | €19.7b | €8.3b | 17.2x | 12.3x | 5.2x |
| Wed, 25 Jan 2023 | €116.2b | €19.5b | €8.1b | 19.2x | 14.3x | 6x |
| Fri, 23 Dec 2022 | €98.3b | €19.6b | €8.3b | 16.9x | 11.9x | 5x |
| Sun, 20 Nov 2022 | €94.1b | €19.3b | €21.4b | 11.7x | 4.4x | 4.9x |
Price to Earnings Ratio
4.4x
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 13.2x.
- The 3-year average PS ratio of 6.5x is lower than the industry's current PS ratio of 14.6x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 20% per year over the last three years,
- Revenues have also declined 21% 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 | 0.57% | |
| Consumer Discretionary | 3.15% | |
| Auto Components | 5.95% | |
| General Merchandise and Department Stores | 3.25% | |
| Auto | 0% | 0 |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | -0.24% | |
| Hospitality | -2.16% | |
| Consumer Durables | -2.54% | |
| Retail Distributors | -2.86% | |
Industry PE
- Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 30.1x.
- 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 49% over the next 5 years.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings growth to stay flat 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 | €61.72 | 3.2% +€4.3b | 63.4% | PE12.7x | |
| KENDR Kendrion | €14.96 | 5.9% +€13.3m | 39.0% | PE27.8x |