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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies116
  • 7D-5.4%
  • 3M-12.8%
  • 1Y-9.0%
  • YTD-12.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 5.5%, driven by a pullback from Compass Group of 7.0%. The industry has fallen 8.8% in the last year. Earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

Has the U.K. Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026UK£131.6bUK£183.5bUK£5.2b12.4x25.2x0.7x
Wed, 18 Feb 2026UK£147.4bUK£181.7bUK£5.4b14.4x27.5x0.8x
Fri, 16 Jan 2026UK£151.9bUK£185.9bUK£5.2b14.7x29.2x0.8x
Sun, 14 Dec 2025UK£149.8bUK£186.0bUK£5.2b15.7x28.8x0.8x
Tue, 11 Nov 2025UK£153.6bUK£184.6bUK£4.9b15.5x31.2x0.8x
Thu, 09 Oct 2025UK£155.6bUK£182.7bUK£5.0b16.1x31.3x0.9x
Sat, 06 Sep 2025UK£155.6bUK£182.4bUK£4.9b15.5x32x0.9x
Mon, 04 Aug 2025UK£160.7bUK£184.2bUK£4.7b15.9x34.1x0.9x
Wed, 02 Jul 2025UK£161.8bUK£183.5bUK£4.8b16.8x33.5x0.9x
Fri, 30 May 2025UK£164.2bUK£183.8bUK£4.9b17.2x33.4x0.9x
Sun, 27 Apr 2025UK£153.3bUK£182.6bUK£4.8b15.9x31.7x0.8x
Tue, 25 Mar 2025UK£150.5bUK£187.0bUK£5.5b15.4x27.5x0.8x
Thu, 20 Feb 2025UK£164.3bUK£189.8bUK£5.4b15.3x30.7x0.9x
Sat, 18 Jan 2025UK£160.3bUK£191.7bUK£5.5b15.6x29.4x0.8x
Mon, 16 Dec 2024UK£167.6bUK£190.3bUK£5.4b15.8x31.1x0.9x
Wed, 13 Nov 2024UK£164.5bUK£189.8bUK£6.0b16.3x27.6x0.9x
Fri, 11 Oct 2024UK£167.6bUK£189.8bUK£6.1b17.5x27.6x0.9x
Sun, 08 Sep 2024UK£169.3bUK£189.0bUK£6.3b16.4x26.8x0.9x
Tue, 06 Aug 2024UK£162.9bUK£191.9bUK£6.1b15.7x26.7x0.8x
Thu, 04 Jul 2024UK£158.6bUK£191.9bUK£6.3b15.7x25x0.8x
Sat, 01 Jun 2024UK£191.5bUK£202.5bUK£5.1b16x37.8x0.9x
Mon, 29 Apr 2024UK£187.8bUK£200.8bUK£5.3b16.2x35.7x0.9x
Wed, 27 Mar 2024UK£195.7bUK£204.7bUK£5.8b15.7x33.5x1x
Fri, 23 Feb 2024UK£193.4bUK£204.0bUK£6.3b15.3x30.7x0.9x
Sun, 21 Jan 2024UK£194.5bUK£223.7bUK£6.6b13.9x29.4x0.9x
Tue, 19 Dec 2023UK£197.1bUK£224.0bUK£6.6b13.9x29.8x0.9x
Thu, 16 Nov 2023UK£190.3bUK£223.9bUK£6.1b12.8x31.1x0.9x
Sat, 14 Oct 2023UK£183.8bUK£223.6bUK£5.8b11.9x31.7x0.8x
Mon, 11 Sep 2023UK£194.4bUK£221.6bUK£6.0b12.3x32.4x0.9x
Wed, 09 Aug 2023UK£200.4bUK£216.2bUK£6.5b12.4x30.8x0.9x
Fri, 07 Jul 2023UK£191.1bUK£213.9bUK£6.3b12.5x30.5x0.9x
Sun, 04 Jun 2023UK£203.5bUK£214.4bUK£6.2b14x32.7x0.9x
Tue, 02 May 2023UK£207.3bUK£207.9bUK£6.5b12.7x31.7x1x
Thu, 30 Mar 2023UK£193.1bUK£207.8bUK£7.1b12.1x27.3x0.9x
Price to Earnings Ratio

27.3x


Total Market Cap: UK£193.1bTotal Earnings: UK£7.1bTotal Revenue: UK£207.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.8x202420252026
Current Industry PE
  • Investors are pessimistic on the British 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 25.2x which is lower than its 3-year average PE of 30.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
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 3.8% 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 U.K. Consumer Discretionary sector?

GB Market-3.88%
Consumer Discretionary-5.44%
Leisure1.80%
Online Retail and Ecommerce0%0
Retail Distributors-1.79%
Consumer Services-2.66%
Luxury-2.69%
Auto Components-3.00%
Specialty Stores-5.55%
General Merchandise and Department Stores-5.92%
Hospitality-6.08%
Auto-7.37%
Consumer Durables-7.50%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 41.8%, which is higher than its past year's earnings decline of 18.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 71% over the next 5 years.
  • In contrast, the Leisure 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
GAW Games Workshop GroupUK£173.901.8%
+UK£102.4m		19.6%PE27.8x
ENT EntainUK£5.442.0%
+UK£69.1m		-17.5%PS0.7x
TRN TrainlineUK£2.135.8%
+UK£35.2m		-25.9%PE10.8x
ATG Auction Technology GroupUK£3.287.4%
+UK£27.2m		-43.0%PS2.8x
PTEC PlaytechUK£3.512.0%
+UK£20.5m		-52.6%PS1.5x

Latest News

BTRW
UK£2.56
Barratt Redrow
7D
-10.2%
1Y
-39.5%

BTRW: Dividend Discipline And Leadership Transition Will Support Future Rerating Potential

The analyst price target for Barratt Redrow has been trimmed by £0.04, with analysts citing recent cuts to published targets, including moves from £4.70 to £4.30 and other reductions, as they fine tune assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Barratt Redrow points to a more cautious tone, with reduced price targets and a move down the recommendation scale from Buy to Add.
KGF
UK£2.89
Kingfisher
7D
-6.3%
1Y
5.1%

KGF: Higher P/E And Execution Risks Will Pressure Future Share Returns

Narrative Update on Kingfisher Analysts have lifted their price target on Kingfisher to £3.30 from £2.95, based on updated assumptions regarding the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research keeps a cautious tone around Kingfisher, even with the price target move to £3.30.
XPF
UK£0.14
XP Factory
7D
28.8%
1Y
28.8%
VTY
UK£3.46
Vistry Group
7D
-16.4%
1Y
-45.7%
EVOK
UK£0.29
Evoke
7D
6.7%
1Y
-58.4%
TRN
UK£2.13
Trainline
7D
5.8%
1Y
-25.9%

TRN: Leadership Transition And Buybacks Will Support Future Re Rating

Trainline's updated analyst price target has moved lower to reflect a revised fair value estimate, a tighter discount rate, and adjusted assumptions on revenue growth, profit margins, and future P/E. This is in line with recent Street research, where targets shifted between £2.15 and £3.50 as analysts reassessed the balance between growth expectations and profitability.
MOON
UK£2.14
Moonpig Group
7D
3.1%
1Y
7.0%
ENT
UK£5.44
Entain
7D
2.0%
1Y
-17.5%

ENT: Rebased Expectations Will Reward Execution On Margins And Dividend Delivery

Entain's analyst price targets have been sharply reset lower, with recent cuts from around £11.50 to as low as £1.00 per share, as analysts factor in a higher discount rate, more cautious revenue growth assumptions, a lower profit margin outlook, and a higher future P/E multiple. Analyst Commentary Recent Street research shows that, while price targets have been reset sharply lower in absolute terms, some bullish analysts still see room for upside relative to current trading levels.
PSN
UK£11.14
Persimmon
7D
-6.6%
1Y
-6.6%
PSON
UK£9.57
Pearson
7D
-3.4%
1Y
-19.8%

PSON: AI Partnerships And Buyback Programme Will Support Future Upside

Analysts have lowered their Pearson price targets, with several reductions bringing the average implied value closer to peers at around £13.90. They have adjusted revenue assumptions slightly while keeping profit expectations broadly steady and are applying lower P/E multiples in line with the wider media group.
CPG
UK£21.11
Compass Group
7D
-7.9%
1Y
-13.3%

CPG: Premium P/E And Margins Will Support Upside Despite Trimmed Expectations

Analysts have trimmed their price target on Compass Group to £28.56 from £28.03, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, in line with recent Street research highlighting a £1.00 reduction from RBC Capital. Analyst Commentary Recent Street research, including the £1.00 trim in the formal target, suggests analysts are fine tuning their expectations around Compass Group rather than making a wholesale change in view.
NXT
UK£121.30
NEXT
7D
-5.7%
1Y
23.9%

NXT: Future Cash Returns Will Depend On Sustained Elevated Earnings Guidance Execution

Analysts have inched their price target for NEXT up by £200 to £18,000, citing updated assumptions on discount rates and future P/E that keep their long term fair value view broadly unchanged. Analyst Commentary Analysts lifting their fair value assumptions for NEXT, even by a modest £200, signals that their underlying view on the business and its execution is broadly intact.
PTEC
UK£3.51
Playtech
7D
2.0%
1Y
-52.6%

PTEC: Discount Rate Sensitivity Will Undermine Overstretched Earnings Multiple

Analysts have nudged their price target on Playtech higher by £0.05, pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that they see as better reflecting the company’s current outlook. Analyst Commentary While the latest price target move is modest at 5 GBp, it still reflects fresh thinking on valuation inputs, including discount rate, revenue growth, profit margins and future P/E.
TW.
UK£0.88
Taylor Wimpey
7D
-7.6%
1Y
-23.0%

TW.: Outlet Expansion And Dividend Plans Will Support Future Upside Potential

The updated analyst price target for Taylor Wimpey reflects a modest reduction in fair value alongside slightly stronger profit margin assumptions, while Street research price targets now cluster between about £1.11 and £1.55 as analysts balance more cautious revenue growth expectations with revised discount rates. Analyst Commentary Bullish analysts have been adjusting their price targets upward within the current range, which supports the idea that, even with more cautious revenue assumptions, some see room for upside if Taylor Wimpey can deliver on execution and margins.
ATG
UK£3.28
Auction Technology Group
7D
7.4%
1Y
-43.0%

ATG: Takeover Interest Will Support Future Upside Potential

Analysts have nudged their price target on Auction Technology Group up to £5.14. This reflects slightly higher assumed profit margins and a modestly adjusted discount rate while keeping fair value estimates broadly unchanged.
GAW
UK£173.90
Games Workshop Group
7D
1.8%
1Y
19.6%