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Dutch (AEX) Consumer Discretionary Sector Analysis
UpdatedNov 20, 2025
DataAggregated Company Financials
Companies8
- 7D-7.4%
- 3M6.9%
- 1Y49.7%
- YTD47.5%
Over the last 7 days, the Consumer Discretionary industry has dropped 7.4%, driven by Prosus declining 6.8%. On the other hand Basic-Fit is actually up 5.1%. Over the past 12 months, the industry was up 50%. In the next few years earnings are forecast to be pretty stable.
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, 22 Nov 2025 | €130.8b | €9.6b | €10.8b | 22.3x | 12.1x | 13.7x |
| Mon, 20 Oct 2025 | €130.5b | €9.5b | €10.7b | 20.6x | 12.2x | 13.7x |
| Wed, 17 Sep 2025 | €128.3b | €12.9b | €10.2b | 18.9x | 12.6x | 9.9x |
| Fri, 15 Aug 2025 | €124.4b | €13.0b | €10.4b | 12.4x | 12x | 9.6x |
| Sun, 13 Jul 2025 | €115.2b | €12.9b | €10.2b | 24x | 11.3x | 8.9x |
| Tue, 10 Jun 2025 | €115.5b | €12.8b | €6.5b | 26.6x | 17.8x | 9x |
| Thu, 08 May 2025 | €102.9b | €12.8b | €6.6b | 20.3x | 15.7x | 8x |
| Sat, 05 Apr 2025 | €95.7b | €13.0b | €6.8b | 18.5x | 14.1x | 7.4x |
| Mon, 03 Mar 2025 | €104.5b | €13.0b | €7.2b | 19.1x | 14.5x | 8x |
| Wed, 29 Jan 2025 | €88.1b | €14.8b | €5.8b | 19.5x | 15.2x | 6x |
| Fri, 27 Dec 2024 | €97.9b | €14.8b | €5.8b | 20.4x | 16.9x | 6.6x |
| Sun, 24 Nov 2024 | €95.9b | €14.4b | €4.7b | 22.2x | 20.2x | 6.7x |
| Tue, 22 Oct 2024 | €98.5b | €14.2b | €4.5b | 24.5x | 21.9x | 6.9x |
| Thu, 19 Sep 2024 | €84.0b | €14.1b | €4.3b | 24.4x | 19.4x | 6x |
| Sat, 17 Aug 2024 | €85.9b | €14.1b | €4.4b | 20.6x | 19.6x | 6.1x |
| Mon, 15 Jul 2024 | €89.1b | €14.0b | €4.5b | 17.6x | 19.9x | 6.4x |
| Wed, 12 Jun 2024 | €88.1b | €14.6b | €8.1b | 17.7x | 10.9x | 6x |
| Fri, 10 May 2024 | €89.2b | €14.6b | €8.0b | 18.2x | 11.1x | 6.1x |
| Sun, 07 Apr 2024 | €78.6b | €14.6b | €8.0b | 21.5x | 9.9x | 5.4x |
| Tue, 05 Mar 2024 | €72.2b | €14.5b | €8.0b | 27.1x | 9.1x | 5x |
| Thu, 01 Feb 2024 | €83.5b | €18.7b | €14.6b | 21.8x | 5.7x | 4.5x |
| Sat, 30 Dec 2023 | €82.7b | €18.6b | €14.4b | 21.8x | 5.7x | 4.4x |
| Mon, 27 Nov 2023 | €92.3b | €18.4b | €13.6b | 22x | 6.8x | 5x |
| Wed, 25 Oct 2023 | €80.8b | €18.6b | €13.9b | 21.9x | 5.8x | 4.4x |
| Fri, 22 Sep 2023 | €85.0b | €18.5b | €13.8b | 21.5x | 6.2x | 4.6x |
| Sun, 20 Aug 2023 | €90.8b | €18.3b | €13.6b | 21.4x | 6.7x | 5x |
| Tue, 18 Jul 2023 | €108.7b | €18.2b | €10.1b | 22.1x | 10.8x | 6x |
| Thu, 15 Jun 2023 | €98.8b | €19.8b | €6.4b | 17.4x | 15.3x | 5x |
| Sat, 13 May 2023 | €97.2b | €19.8b | €6.4b | 16.2x | 15.1x | 4.9x |
| Mon, 10 Apr 2023 | €104.3b | €19.7b | €6.4b | 17.3x | 16.2x | 5.3x |
| Wed, 08 Mar 2023 | €103.7b | €19.7b | €6.5b | 13.4x | 15.8x | 5.3x |
| Fri, 03 Feb 2023 | €113.0b | €19.5b | €8.1b | 19.2x | 13.9x | 5.8x |
| Sun, 01 Jan 2023 | €99.4b | €19.6b | €8.2b | 17.2x | 12.1x | 5.1x |
| Tue, 29 Nov 2022 | €95.3b | €19.8b | €8.4b | 15.8x | 11.4x | 4.8x |
Price to Earnings Ratio
11.4x
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 13.3x.
- The 3-year average PS ratio of 6.6x is lower than the industry's current PS ratio of 13.7x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 9.0% per year over the last three years.
- Meanwhile revenues for these companies have declined 22% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Dutch Consumer Discretionary sector?
| NL Market | -2.49% | |
| Consumer Discretionary | -7.44% | |
| Retail Distributors | 2.77% | |
| Hospitality | 1.93% | |
| Consumer Durables | 1.77% | |
| Auto | 0% | 0 |
| Leisure | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | -1.20% | |
| Auto Components | -5.08% | |
| General Merchandise and Department Stores | -7.61% | |
Industry PE
- Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 30.3x.
- 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 | |
|---|---|---|---|---|---|
| BFIT Basic-Fit | €24.52 | 5.1% +€78.5m | 14.0% | PS1.2x | |
| BSGR B&S Group | €5.94 | 3.1% +€15.2m | 35.2% | PE15.4x | |
| PORF B.V. Delftsch Aardewerkfabriek De Porceleyne Fles Anno 1653 | €11.50 | 1.8% +€207.4k | -8.0% | PE33.4x |