Narrative Update • Jul 30
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Dutch (AEX) Consumer Discretionary Sector Analysis
UpdatedAug 30, 2026
DataAggregated Company Financials
Companies7
- 7D1.0%
- 3M-0.4%
- 1Y-25.3%
- YTD-26.9%
The Consumer Discretionary industry is up 1.0% in the last week, with Prosus up 1.0%. However, the industry is down 25% over the past year. As for the next few years, earnings are expected to grow by 4.3% 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 |
|---|---|---|---|---|---|---|
| Sun, 30 Aug 2026 | €85.0b | €10.4b | €10.1b | 19.8x | 8.4x | 8.2x |
| Tue, 28 Jul 2026 | €83.0b | €10.4b | €10.2b | 28.1x | 8.1x | 8x |
| Thu, 25 Jun 2026 | €91.6b | €7.9b | €11.8b | 28.9x | 7.7x | 11.7x |
| Sat, 23 May 2026 | €93.5b | €7.7b | €11.6b | 28x | 8.1x | 12.1x |
| Mon, 20 Apr 2026 | €106.3b | €7.6b | €11.4b | 30.6x | 9.3x | 13.9x |
| Wed, 18 Mar 2026 | €111.7b | €7.7b | €11.7b | 30.8x | 9.6x | 14.5x |
| Fri, 13 Feb 2026 | €103.1b | €7.5b | €11.3b | 33.7x | 9.1x | 13.8x |
| Sun, 11 Jan 2026 | €121.4b | €10.1b | €11.6b | 23.3x | 10.5x | 12x |
| Tue, 09 Dec 2025 | €116.3b | €10.1b | €11.6b | 22.3x | 10.1x | 11.5x |
| Thu, 06 Nov 2025 | €135.1b | €9.6b | €10.9b | 20.8x | 12.4x | 14.1x |
| Sat, 04 Oct 2025 | €144.0b | €13.0b | €10.3b | 19.8x | 14x | 11.1x |
| Mon, 01 Sep 2025 | €124.3b | €13.0b | €10.3b | 18.3x | 12.1x | 9.6x |
| Wed, 30 Jul 2025 | €121.3b | €13.0b | €10.3b | 23.6x | 11.7x | 9.4x |
| Fri, 27 Jun 2025 | €114.1b | €12.9b | €10.2b | 24.2x | 11.2x | 8.9x |
| Sun, 25 May 2025 | €109.6b | €12.8b | €6.5b | 24.9x | 16.7x | 8.6x |
| Tue, 22 Apr 2025 | €93.2b | €12.8b | €6.5b | 18.7x | 14.3x | 7.3x |
| Thu, 20 Mar 2025 | €111.9b | €13.0b | €6.8b | 21.5x | 16.4x | 8.6x |
| Sat, 15 Feb 2025 | €105.8b | €14.7b | €5.7b | 21.3x | 18.5x | 7.2x |
| Mon, 13 Jan 2025 | €84.8b | €14.9b | €5.9b | 19.4x | 14.3x | 5.7x |
| Wed, 11 Dec 2024 | €102.3b | €14.7b | €5.7b | 21.5x | 17.9x | 6.9x |
| Fri, 08 Nov 2024 | €99.5b | €14.2b | €4.5b | 23.8x | 22.1x | 7x |
| Sun, 06 Oct 2024 | €104.6b | €14.1b | €4.4b | 24.7x | 23.7x | 7.4x |
| Tue, 03 Sep 2024 | €86.7b | €14.1b | €4.3b | 38.8x | 19.9x | 6.2x |
| Thu, 01 Aug 2024 | €83.3b | €14.1b | €4.5b | 21.3x | 18.4x | 5.9x |
| Sat, 29 Jun 2024 | €86.4b | €14.1b | €4.6b | 17.7x | 18.8x | 6.1x |
| Mon, 27 May 2024 | €90.9b | €14.6b | €8.0b | 18x | 11.4x | 6.2x |
| Wed, 24 Apr 2024 | €82.2b | €14.7b | €8.1b | 20.4x | 10.2x | 5.6x |
| Fri, 22 Mar 2024 | €75.0b | €14.6b | €7.9b | 19.8x | 9.4x | 5.1x |
| Sun, 18 Feb 2024 | €79.1b | €14.7b | €7.4b | 31.3x | 10.7x | 5.4x |
| Tue, 16 Jan 2024 | €81.6b | €18.6b | €14.5b | 21.8x | 5.6x | 4.4x |
| Thu, 14 Dec 2023 | €90.1b | €18.7b | €14.7b | 21.6x | 6.1x | 4.8x |
| Sat, 11 Nov 2023 | €86.8b | €18.5b | €13.8b | 21.9x | 6.3x | 4.7x |
| Mon, 09 Oct 2023 | €85.5b | €18.6b | €13.9b | 21.8x | 6.2x | 4.6x |
| Wed, 06 Sep 2023 | €131.3b | €18.5b | €13.7b | 21.4x | 9.6x | 7.1x |
Price to Earnings Ratio
9.6x
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 8.4x which is lower than its 3-year average PE of 12.3x.
- The industry is trading close to its 3-year average PS ratio of 8.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 9.7% per year over the last three years,
- Revenues have also declined 17% 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 | 0.28% | |
| Consumer Discretionary | 1.01% | |
| Specialty Stores | 5.01% | |
| General Merchandise and Department Stores | 1.03% | |
| Auto | 0% | 0 |
| Leisure | 0% | 0 |
| Retail Distributors | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Auto Components | -0.61% | |
| Hospitality | -0.76% | |
| Consumer Durables | -1.45% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 32.9% and investors are willing to pay a premium for that growth.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 57% 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 | €38.69 | 1.0% +€834.7m | -26.7% | PE8.1x | |
| FAST Fastned B.V | €37.75 | 5.0% +€35.2m | 80.2% | PS4.5x |