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Dutch (AEX) Consumer Discretionary Sector Analysis

UpdatedApr 22, 2025
DataAggregated Company Financials
Companies11
  • 7D0.8%
  • 3M9.1%
  • 1Y25.8%
  • YTD-1.2%

The Consumer Discretionary is pretty flat in the last 7 days, but Basic-Fit has stood out, gaining 5.1%. The past year has been better, since the industry has gained 26% in that time. Looking forward, earnings are forecast to grow by 6.1% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 22 Apr 2025€93.2b€12.8b€6.5b18.7x14.3x7.3x
Thu, 20 Mar 2025€111.9b€13.0b€6.8b21.5x16.4x8.6x
Sat, 15 Feb 2025€105.8b€14.7b€5.7b21.3x18.5x7.2x
Mon, 13 Jan 2025€84.8b€14.9b€5.9b19.4x14.3x5.7x
Wed, 11 Dec 2024€102.3b€14.7b€5.7b21.5x17.9x6.9x
Fri, 08 Nov 2024€99.5b€14.2b€4.5b23.8x22.1x7x
Sun, 06 Oct 2024€104.6b€14.1b€4.4b24.7x23.7x7.4x
Tue, 03 Sep 2024€86.7b€14.1b€4.3b38.8x19.9x6.2x
Thu, 01 Aug 2024€83.3b€14.1b€4.5b21.3x18.4x5.9x
Sat, 29 Jun 2024€86.4b€14.1b€4.6b17.7x18.8x6.1x
Mon, 27 May 2024€90.9b€14.6b€8.0b18x11.4x6.2x
Wed, 24 Apr 2024€82.2b€14.7b€8.1b20.4x10.2x5.6x
Fri, 22 Mar 2024€75.0b€14.6b€7.9b19.8x9.4x5.1x
Sun, 18 Feb 2024€79.1b€14.7b€7.4b31.3x10.7x5.4x
Tue, 16 Jan 2024€81.6b€18.6b€14.5b21.8x5.6x4.4x
Thu, 14 Dec 2023€90.1b€18.7b€14.7b21.6x6.1x4.8x
Sat, 11 Nov 2023€86.8b€18.5b€13.8b21.9x6.3x4.7x
Mon, 09 Oct 2023€85.5b€18.6b€13.9b21.8x6.2x4.6x
Wed, 06 Sep 2023€131.3b€18.5b€13.7b21.4x9.6x7.1x
Fri, 04 Aug 2023€98.9b€18.3b€13.6b21.4x7.3x5.4x
Sun, 02 Jul 2023€108.9b€18.4b€10.4b15.1x10.5x5.9x
Tue, 30 May 2023€94.4b€19.9b€6.5b15.6x14.5x4.7x
Thu, 27 Apr 2023€99.6b€19.7b€6.4b16.9x15.6x5.1x
Sat, 25 Mar 2023€105.5b€19.8b€6.5b16.8x16.2x5.3x
Mon, 20 Feb 2023€110.6b€19.6b€8.2b18.9x13.5x5.6x
Wed, 18 Jan 2023€115.3b€19.5b€8.2b19x14.1x5.9x
Fri, 16 Dec 2022€99.4b€19.6b€8.3b17.1x12x5.1x
Sun, 13 Nov 2022€89.6b€19.3b€21.4b11.9x4.2x4.6x
Tue, 11 Oct 2022€86.1b€19.8b€22.7b11.7x3.8x4.3x
Thu, 08 Sep 2022€94.7b€21.9b€15.6b12x6.1x4.3x
Sat, 06 Aug 2022€103.8b€21.4b€15.1b11.6x6.9x4.8x
Mon, 04 Jul 2022€105.8b€19.8b€17.6b10.7x6x5.3x
Wed, 01 Jun 2022€138.5b€18.5b€18.3b14.8x7.6x7.5x
Fri, 29 Apr 2022€125.6b€18.6b€18.7b15.4x6.7x6.7x
Price to Earnings Ratio

6.7x


Total Market Cap: €125.6bTotal Earnings: €18.7bTotal Revenue: €18.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Consumer Discretionary Sector Price to Earnings3Y Average 11.8x202320242025
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 14.3x which is higher than its 3-year average PE of 11.8x.
  • The 3-year average PS ratio of 5.7x is lower than the industry's current PS ratio of 7.3x.
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 Market0.031%
Consumer Discretionary0.76%
Specialty Stores2.12%
Hospitality0.97%
General Merchandise and Department Stores0.76%
Auto0%0
Consumer Durables0%0
Leisure0%0
Online Retail and Ecommerce0%0
Retail Distributors-0.51%
Auto Components-2.86%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 50.8x.
    • 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 95% over the next 5 years.
  • This is better than its past earnings growth rate of 16% per year.
  • 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?

CompanyLast Price7D1YValuation
PRX Prosus€38.260.4%
+€356.7m
23.8%PE12.7x
BFIT Basic-Fit€19.123.0%
+€36.9m
-10.1%PE157.4x
BSGR B&S Group€5.950.7%
+€3.4m
29.1%PE12.5x
PORF B.V. Delftsch Aardewerkfabriek De Porceleyne Fles Anno 1653€11.303.7%
+€397.4k
-9.6%PE155.9x
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