Narrative Update • Jun 26
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Dutch (AEX) Consumer Discretionary Sector Analysis
UpdatedJul 15, 2026
DataAggregated Company Financials
Companies7
- 7D-0.3%
- 3M-7.4%
- 1Y-18.7%
- YTD-26.2%
The Consumer Discretionary industry has stayed flat over the last week. Unfortunately though, the industry is down 19% over the past 12 months. Looking forward, earnings are forecast to grow by 4.8% 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 |
|---|---|---|---|---|---|---|
| Thu, 16 Jul 2026 | €86.0b | €10.3b | €10.2b | 28.4x | 8.4x | 8.3x |
| Sat, 13 Jun 2026 | €94.0b | €7.7b | €11.6b | 29.6x | 8.1x | 12.1x |
| Mon, 11 May 2026 | €98.1b | €7.6b | €11.4b | 31x | 8.6x | 12.9x |
| Wed, 08 Apr 2026 | €95.6b | €7.7b | €11.6b | 30.8x | 8.2x | 12.4x |
| Fri, 06 Mar 2026 | €100.6b | €7.6b | €11.6b | 33.5x | 8.7x | 13.2x |
| Sun, 01 Feb 2026 | €116.8b | €7.5b | €11.3b | 31.7x | 10.3x | 15.6x |
| Tue, 30 Dec 2025 | €118.9b | €10.0b | €11.4b | 22.4x | 10.4x | 11.9x |
| Thu, 27 Nov 2025 | €125.4b | €10.1b | €11.6b | 22.3x | 10.8x | 12.4x |
| Sat, 25 Oct 2025 | €134.7b | €9.5b | €10.7b | 21.1x | 12.5x | 14.1x |
| Mon, 22 Sep 2025 | €133.4b | €12.9b | €10.3b | 19.2x | 13x | 10.3x |
| Wed, 20 Aug 2025 | €124.1b | €13.0b | €10.4b | 12.4x | 12x | 9.5x |
| Fri, 18 Jul 2025 | €116.4b | €12.9b | €10.3b | 24.4x | 11.3x | 9x |
| Sun, 15 Jun 2025 | €112.7b | €12.7b | €6.4b | 26.1x | 17.5x | 8.9x |
| Tue, 13 May 2025 | €111.1b | €12.9b | €6.7b | 21.3x | 16.5x | 8.6x |
| Thu, 10 Apr 2025 | €88.3b | €13.0b | €6.8b | 18.5x | 13x | 6.8x |
| Sat, 08 Mar 2025 | €109.4b | €12.8b | €6.9b | 20.7x | 15.9x | 8.6x |
| Mon, 03 Feb 2025 | €91.8b | €14.8b | €5.8b | 20.2x | 15.8x | 6.2x |
| Wed, 01 Jan 2025 | €96.5b | €14.8b | €5.8b | 20.6x | 16.7x | 6.5x |
| Fri, 29 Nov 2024 | €95.8b | €14.3b | €4.7b | 22.1x | 20.6x | 6.7x |
| Sun, 27 Oct 2024 | €100.3b | €14.2b | €4.5b | 24.1x | 22.2x | 7.1x |
| Tue, 24 Sep 2024 | €86.7b | €14.0b | €4.3b | 24.3x | 20.2x | 6.2x |
| Thu, 22 Aug 2024 | €86.0b | €14.0b | €4.3b | 20.4x | 20x | 6.1x |
| Sat, 20 Jul 2024 | €83.4b | €14.0b | €4.5b | 17x | 18.6x | 5.9x |
| Mon, 17 Jun 2024 | €88.1b | €14.7b | €8.1b | 17.3x | 10.9x | 6x |
| Wed, 15 May 2024 | €94.3b | €14.6b | €8.0b | 17.9x | 11.8x | 6.5x |
| Fri, 12 Apr 2024 | €79.7b | €14.7b | €8.1b | 21.3x | 9.9x | 5.4x |
| Sun, 10 Mar 2024 | €71.1b | €14.4b | €7.9b | 26.1x | 9x | 4.9x |
| Tue, 06 Feb 2024 | €76.7b | €14.8b | €7.4b | 36.8x | 10.4x | 5.2x |
| Thu, 04 Jan 2024 | €83.1b | €18.7b | €14.6b | 21.8x | 5.7x | 4.5x |
| Sat, 02 Dec 2023 | €91.6b | €18.7b | €14.6b | 22x | 6.3x | 4.9x |
| Mon, 30 Oct 2023 | €81.0b | €18.6b | €13.9b | 21.9x | 5.8x | 4.4x |
| Wed, 27 Sep 2023 | €85.3b | €18.6b | €13.9b | 21.4x | 6.1x | 4.6x |
| Fri, 25 Aug 2023 | €127.6b | €18.4b | €13.7b | 21.4x | 9.3x | 6.9x |
| Sun, 23 Jul 2023 | €106.3b | €18.3b | €10.2b | 22.1x | 10.4x | 5.8x |
Price to Earnings Ratio
10.4x
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 8.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have declined 17% per year.
- This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the Dutch Consumer Discretionary sector?
| NL Market | 1.30% | |
| Consumer Discretionary | -0.34% | |
| Specialty Stores | 5.00% | |
| Auto | 0% | 0 |
| Consumer Durables | 0% | 0 |
| Leisure | 0% | 0 |
| Retail Distributors | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | -0.29% | |
| Auto Components | -1.21% | |
| Hospitality | -3.58% | |
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 34.9%, which is lower than the prior year's growth of 81.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores 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 grow by 3.7% 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 | €41.20 | 2.0% +€1.7b | -14.8% | PE8.6x | |
| FAST Fastned B.V | €32.55 | 3.7% +€22.4m | 43.7% | PS4.6x | |
| KENDR Kendrion | €19.52 | 0.1% +€299.4k | 68.6% | PE19x | |
| AGIL Agility Capital Holding | US$2.50 | 6.8% +US$131.3k | -14.4% | PS0.1x |