Header cover image

Dutch (AEX) Consumer Discretionary Sector Analysis

UpdatedMay 19, 2024
DataAggregated Company Financials
Companies8
  • 7D5.4%
  • 3M22.2%
  • 1Y11.8%
  • YTD30.4%

The Consumer Discretionary industry is up 5.4% in the last week, with Prosus up 5.4%. This takes the industry's 12 month performance to a gain of 12%. As for the next few years, earnings are forecast to decline by 9.9% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 19 May 2024€94.0b€14.6b€7.9b17.9x11.8x6.4x
Tue, 16 Apr 2024€78.3b€14.7b€8.2b21.2x9.6x5.3x
Thu, 14 Mar 2024€74.9b€14.4b€7.9b25.3x9.5x5.2x
Sat, 10 Feb 2024€80.2b€14.7b€7.4b36.8x10.9x5.4x
Mon, 08 Jan 2024€83.3b€18.7b€14.5b21.8x5.7x4.5x
Wed, 06 Dec 2023€90.7b€18.7b€14.7b22x6.2x4.8x
Fri, 03 Nov 2023€83.0b€18.6b€13.8b21.9x6x4.5x
Sun, 01 Oct 2023€86.1b€18.6b€13.9b21.4x6.2x4.6x
Tue, 29 Aug 2023€129.9b€18.5b€13.7b21.4x9.5x7x
Thu, 27 Jul 2023€139.2b€18.4b€10.2b21.4x13.6x7.6x
Sat, 24 Jun 2023€92.3b€19.8b€6.4b16.1x14.3x4.7x
Mon, 22 May 2023€100.5b€19.9b€6.5b16.4x15.5x5.1x
Wed, 19 Apr 2023€105.3b€19.7b€6.4b17.5x16.4x5.4x
Fri, 17 Mar 2023€99.5b€19.9b€6.6b16.2x15.1x5x
Sun, 12 Feb 2023€112.1b€19.6b€8.2b18.8x13.6x5.7x
Tue, 10 Jan 2023€113.8b€19.5b€8.2b18.3x13.9x5.8x
Thu, 08 Dec 2022€97.7b€19.7b€8.3b16.5x11.7x5x
Sat, 05 Nov 2022€82.2b€19.6b€22.2b11.7x3.7x4.2x
Mon, 03 Oct 2022€88.0b€22.0b€15.8b10.5x5.6x4x
Wed, 31 Aug 2022€101.0b€21.7b€15.4b12x6.6x4.6x
Fri, 29 Jul 2022€106.7b€20.1b€18.1b11x5.9x5.3x
Sun, 26 Jun 2022€177.5b€18.9b€18.8b11.2x9.4x9.4x
Tue, 24 May 2022€128.6b€18.5b€18.4b14.7x7x7x
Thu, 21 Apr 2022€131.4b€18.3b€18.1b16.1x7.3x7.2x
Sat, 19 Mar 2022€164.1b€23.4b€18.0b17.8x9.1x7x
Mon, 14 Feb 2022€203.5b€21.5b€17.8b19.6x11.4x9.4x
Wed, 12 Jan 2022€219.5b€21.6b€17.9b17.5x12.3x10.2x
Fri, 10 Dec 2021€258.3b€21.7b€18.0b19.1x14.4x11.9x
Sun, 07 Nov 2021€260.9b€20.6b€6.3b21.5x41.1x12.7x
Tue, 05 Oct 2021€240.8b€20.5b€6.3b21.8x38.5x11.7x
Thu, 02 Sep 2021€283.3b€20.4b€6.2b22.6x45.8x13.9x
Sat, 31 Jul 2021€153.2b€20.4b€6.2b20x24.7x7.5x
Price to Earnings Ratio

27.2x


Total Market Cap: €163.8bTotal Earnings: €6.0bTotal Revenue: €19.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Consumer Discretionary Sector Price to Earnings3Y Average 13.7x202220232024
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 11.8x which is lower than its 3-year average PE of 13.7x.
  • The industry is trading close to its 3-year average PS ratio of 6.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 9.7% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.9% 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 Market1.08%
Consumer Discretionary5.37%
Hospitality6.58%
General Merchandise and Department Stores5.37%
Retail Distributors2.11%
Auto0%
Leisure0%
Luxury0%
Consumer Services0%
Online Retail and Ecommerce0%
Specialty Stores-0.41%
Auto Components-0.62%
Consumer Durables-3.85%
Industry PE
  • Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 12.4x.
    • 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 92% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings decline by 16% per year 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€35.795.4%
+€4.4b
15.2%PE9.1x
TKWY Just Eat Takeaway.com€14.5110.0%
+€271.2m
-14.7%PS0.6x
BSGR B&S Group€5.332.1%
+€9.3m
29.8%PE13.3x
BFIT Basic-Fit€21.920.2%
+€2.6m
-41.6%PS1.4x
BBED Beter Bed Holding€5.980.3%
+€550.8k
111.3%PE21.5x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.