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Dutch (AEX) Consumer Discretionary Sector Analysis
UpdatedJun 07, 2025
DataAggregated Company Financials
Companies9
- 7D4.2%
- 3M6.4%
- 1Y39.0%
- YTD22.4%
In the last week, the Consumer Discretionary industry is up 3.5%, with Prosus up 3.7%. In the last 12 months, the industry was up 38%. Looking forward, earnings are forecast to grow by 7.5% 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, 07 Jun 2025 | €113.9b | €12.8b | €6.5b | 26.2x | 17.5x | 8.9x |
| Mon, 05 May 2025 | €105.3b | €12.8b | €6.6b | 14x | 16x | 8.2x |
| Wed, 02 Apr 2025 | €106.0b | €13.1b | €6.9b | 20.5x | 15.3x | 8.1x |
| Fri, 28 Feb 2025 | €106.7b | €13.2b | €7.2b | 21.6x | 14.9x | 8.1x |
| Sun, 26 Jan 2025 | €88.2b | €14.7b | €5.7b | 19.5x | 15.4x | 6x |
| Tue, 24 Dec 2024 | €98.8b | €14.8b | €5.8b | 20.3x | 17x | 6.7x |
| Thu, 21 Nov 2024 | €96.2b | €14.3b | €4.7b | 22x | 20.6x | 6.7x |
| Sat, 19 Oct 2024 | €99.7b | €14.2b | €4.5b | 24.7x | 22.3x | 7x |
| Mon, 16 Sep 2024 | €83.8b | €14.1b | €4.3b | 24.3x | 19.3x | 5.9x |
| Wed, 14 Aug 2024 | €85.9b | €14.1b | €4.4b | 20x | 19.6x | 6.1x |
| Fri, 12 Jul 2024 | €86.4b | €14.0b | €4.5b | 17.4x | 19.2x | 6.1x |
| Sun, 09 Jun 2024 | €88.3b | €14.6b | €8.0b | 17.9x | 11x | 6x |
| Tue, 07 May 2024 | €88.8b | €14.6b | €8.0b | 16.2x | 11.1x | 6.1x |
| Thu, 04 Apr 2024 | €79.0b | €14.6b | €8.0b | 22x | 9.9x | 5.4x |
| Sat, 02 Mar 2024 | €74.2b | €14.5b | €8.0b | 26.9x | 9.3x | 5.1x |
| Mon, 29 Jan 2024 | €85.7b | €18.7b | €14.6b | 21.8x | 5.9x | 4.6x |
| Wed, 27 Dec 2023 | €79.3b | €18.6b | €14.5b | 21.8x | 5.5x | 4.3x |
| Fri, 24 Nov 2023 | €92.8b | €18.4b | €13.6b | 21.9x | 6.8x | 5x |
| Sun, 22 Oct 2023 | €80.9b | €18.6b | €13.9b | 21.9x | 5.8x | 4.4x |
| Tue, 19 Sep 2023 | €127.9b | €18.5b | €13.8b | 21.4x | 9.3x | 6.9x |
| Thu, 17 Aug 2023 | €91.1b | €18.3b | €13.6b | 21.4x | 6.7x | 5x |
| Sat, 15 Jul 2023 | €110.0b | €18.2b | €10.1b | 22.1x | 10.9x | 6x |
| Mon, 12 Jun 2023 | €96.8b | €19.9b | €6.5b | 16.8x | 14.9x | 4.9x |
| Wed, 10 May 2023 | €95.2b | €19.8b | €6.4b | 16.4x | 14.9x | 4.8x |
| Fri, 07 Apr 2023 | €104.2b | €19.7b | €6.4b | 17.3x | 16.2x | 5.3x |
| Sun, 05 Mar 2023 | €106.5b | €19.7b | €6.5b | 13.8x | 16.3x | 5.4x |
| Tue, 31 Jan 2023 | €112.6b | €19.5b | €8.1b | 19.3x | 13.9x | 5.8x |
| Thu, 29 Dec 2022 | €98.7b | €19.6b | €8.3b | 17x | 11.9x | 5x |
| Sat, 26 Nov 2022 | €92.6b | €19.8b | €8.4b | 15.3x | 11.1x | 4.7x |
| Mon, 24 Oct 2022 | €80.7b | €19.7b | €22.4b | 11.8x | 3.6x | 4.1x |
| Wed, 21 Sep 2022 | €93.4b | €21.8b | €15.4b | 12.2x | 6x | 4.3x |
| Fri, 19 Aug 2022 | €103.3b | €21.4b | €15.2b | 11x | 6.8x | 4.8x |
| Sun, 17 Jul 2022 | €103.3b | €20.2b | €18.2b | 10x | 5.7x | 5.1x |
| Tue, 14 Jun 2022 | €137.0b | €18.7b | €18.9b | 14.4x | 7.3x | 7.3x |
Price to Earnings Ratio
7.3x
Current Industry PE
- Investors are optimistic on the Dutch Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 17.6x which is higher than its 3-year average PE of 12.2x.
- The 3-year average PS ratio of 5.8x is lower than the industry's current PS ratio of 9.0x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 30% per year over the last three years,
- Revenues have also declined 12% 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 | 1.10% | |
| Consumer Discretionary | 4.20% | |
| General Merchandise and Department Stores | 4.46% | |
| Auto Components | 2.45% | |
| Hospitality | 0.32% | |
| Auto | 0% | 0 |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -0.17% | |
| Consumer Durables | -0.87% | |
| Specialty Stores | -2.57% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 14.4x.
- 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 grow by 3.1% 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 | €47.22 | 4.5% +€4.4b | 39.2% | PE15.4x | |
| BFIT Basic-Fit | €23.36 | 1.1% +€17.1m | 13.5% | PE192.4x | |
| KENDR Kendrion | €11.72 | 2.4% +€4.4m | -15.7% | PE37x | |
| TKWY Just Eat Takeaway.com | €19.47 | 0.03% +€988.5k | 61.4% | PS1.1x |