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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJan 31, 2026
DataAggregated Company Financials
Companies117
  • 7D-1.3%
  • 3M-5.2%
  • 1Y-8.2%
  • YTD-2.9%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by a pullback from Compass Group of 2.3%. Meanwhile, Kingfisher actually outperformed within the industry, gaining 5.7% in the last week. However, the industry is down 8.2% over the past year. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 31 Jan 2026UK£148.0bUK£185.0bUK£5.2b14x28.2x0.8x
Mon, 29 Dec 2025UK£152.3bUK£185.6bUK£5.2b15x29.4x0.8x
Wed, 26 Nov 2025UK£152.5bUK£184.5bUK£4.9b15.6x31x0.8x
Fri, 24 Oct 2025UK£159.1bUK£183.2bUK£5.0b16.6x31.9x0.9x
Sun, 21 Sep 2025UK£153.8bUK£183.7bUK£4.9b15.2x31.2x0.8x
Tue, 19 Aug 2025UK£156.3bUK£183.8bUK£4.6b15.5x33.7x0.9x
Thu, 17 Jul 2025UK£157.7bUK£184.5bUK£4.9b15.7x32.1x0.9x
Sat, 14 Jun 2025UK£162.1bUK£183.8bUK£4.9b17.1x33x0.9x
Mon, 12 May 2025UK£160.8bUK£182.3bUK£4.9b16.4x33.1x0.9x
Wed, 09 Apr 2025UK£145.1bUK£187.2bUK£4.9b15.9x29.6x0.8x
Fri, 07 Mar 2025UK£154.9bUK£186.8bUK£5.6b14.3x27.9x0.8x
Sun, 02 Feb 2025UK£166.3bUK£190.9bUK£5.5b15.3x30.5x0.9x
Tue, 31 Dec 2024UK£162.8bUK£190.5bUK£5.4b16x30.2x0.9x
Thu, 28 Nov 2024UK£166.0bUK£190.4bUK£5.3b15.8x31.4x0.9x
Sat, 26 Oct 2024UK£169.9bUK£189.5bUK£5.9b16.6x28.8x0.9x
Mon, 23 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Wed, 21 Aug 2024UK£169.9bUK£191.1bUK£6.5b16.4x26x0.9x
Fri, 19 Jul 2024UK£164.1bUK£191.5bUK£6.3b15.8x26x0.9x
Sun, 16 Jun 2024UK£185.1bUK£202.6bUK£5.4b15.3x34.3x0.9x
Tue, 14 May 2024UK£195.4bUK£200.5bUK£5.2b16.5x37.5x1x
Thu, 11 Apr 2024UK£190.7bUK£205.0bUK£5.4b15.4x35.5x0.9x
Sat, 09 Mar 2024UK£190.6bUK£205.1bUK£5.9b15.6x32.2x0.9x
Mon, 05 Feb 2024UK£196.3bUK£223.4bUK£6.7b14.1x29.4x0.9x
Wed, 03 Jan 2024UK£198.0bUK£224.0bUK£6.6b14.2x29.9x0.9x
Fri, 01 Dec 2023UK£186.1bUK£223.6bUK£6.2b12.2x30x0.8x
Sun, 29 Oct 2023UK£179.6bUK£223.7bUK£6.0b11.9x30x0.8x
Tue, 26 Sep 2023UK£191.4bUK£223.0bUK£5.8b12.5x32.8x0.9x
Thu, 24 Aug 2023UK£191.8bUK£222.4bUK£6.0b12.6x31.8x0.9x
Sat, 22 Jul 2023UK£204.3bUK£214.2bUK£6.3b12.6x32.6x1x
Mon, 19 Jun 2023UK£201.4bUK£214.2bUK£6.2b13.8x32.4x0.9x
Wed, 17 May 2023UK£208.6bUK£212.2bUK£6.5b13.4x32.3x1x
Fri, 14 Apr 2023UK£198.1bUK£208.1bUK£7.1b12.7x28.1x1x
Sun, 12 Mar 2023UK£197.5bUK£210.1bUK£8.0b12.4x24.6x0.9x
Tue, 07 Feb 2023UK£200.9bUK£206.8bUK£8.2b12.5x24.5x1x
Price to Earnings Ratio

24.5x


Total Market Cap: UK£200.9bTotal Earnings: UK£8.2bTotal Revenue: UK£206.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the British 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 30.7x.
  • 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 14% per year over the last three years,
  • Revenues have also declined 3.6% 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 Market0.65%
Consumer Discretionary-1.30%
Consumer Durables1.25%
Specialty Stores1.22%
Retail Distributors0.68%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.69%
Auto-1.13%
Consumer Services-1.41%
Auto Components-1.93%
Hospitality-2.74%
Leisure-4.35%
Luxury-6.61%
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 44.3%, which is higher than its past year's earnings decline of 32.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 73% 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
KGF KingfisherUK£3.385.7%
+UK£310.3m		37.1%PE30.9x
BME B&M European Value RetailUK£1.769.1%
+UK£148.2m		-45.6%PE7.1x
BKG Berkeley Group HoldingsUK£41.202.6%
+UK£93.8m		6.1%PE10.7x
BTRW Barratt RedrowUK£3.881.5%
+UK£79.9m		-14.8%PE29.4x
PTEC PlaytechUK£2.969.2%
+UK£73.0m		-59.7%PS1.2x

Latest News

CRST
UK£1.52
Crest Nicholson Holdings
7D
13.8%
1Y
-15.3%

Mid Premium Focus And Project Elevate Will Support A Stronger Long Term Outlook

Catalysts About Crest Nicholson Holdings Crest Nicholson Holdings is a UK housebuilder focused on mid premium homes and communities, primarily in the South of England. What are the underlying business or industry changes driving this perspective?
FRAS
UK£6.96
Frasers Group
7D
2.1%
1Y
9.4%

Frasers Group Plc's (LON:FRAS) Shares Lagging The Market But So Is The Business

Jan 29
Frasers Group Plc's (LON:FRAS) Shares Lagging The Market But So Is The Business
BRBY
UK£10.99
Burberry Group
7D
-8.1%
1Y
-7.8%
NXT
UK£132.65
NEXT
7D
-1.3%
1Y
33.3%

Estimating The Fair Value Of NEXT plc (LON:NXT)

Jan 28
Estimating The Fair Value Of NEXT plc (LON:NXT)
IHG
US$134.80
InterContinental Hotels Group
7D
-1.6%
1Y
0.2%

IHG: Future Returns Will Depend On Buybacks And Resilient Fee-Based Model

Analysts have raised their price target for InterContinental Hotels Group from £140.44 to £148.86. The adjustment reflects updated views on discount rates, profit margin assumptions and a slightly higher future P/E multiple following recent research updates.
PSON
UK£9.57
Pearson
7D
-1.2%
1Y
-28.7%

PSON: AI Partnerships And Recent Upgrades Will Support Future Upside

Analysts have trimmed their fair value estimate for Pearson from £12.45 to about £12.07, citing slightly lower margin expectations. This comes even as assumptions for revenue growth and future P/E move higher, supported by a mix of recent target cuts and fresh Buy or upgrade calls from major banks.
BKG
UK£41.20
Berkeley Group Holdings
7D
2.6%
1Y
6.1%

BKG: Ongoing Buybacks And Steady Margins Will Support Balanced Future Returns

Analysts have slightly reduced their price target for Berkeley Group Holdings to reflect a small decrease in fair value and future P/E assumptions, partly offset by a modestly improved profit margin outlook. What's in the News Completed a share repurchase of 208,696 shares, about 0.22% of share capital, for £7.85 million under the buyback announced on September 11, 2025 (Key Developments).
KGF
UK£3.38
Kingfisher
7D
5.7%
1Y
37.1%

Kingfisher plc (LON:KGF) Shares Could Be 23% Above Their Intrinsic Value Estimate

Jan 27
Kingfisher plc (LON:KGF) Shares Could Be 23% Above Their Intrinsic Value Estimate
ENT
UK£6.05
Entain
7D
-9.9%
1Y
-14.4%

At UK£6.72, Is Entain Plc (LON:ENT) Worth Looking At Closely?

Jan 26
At UK£6.72, Is Entain Plc (LON:ENT) Worth Looking At Closely?
DOCS
UK£0.67
Dr. Martens
7D
-10.4%
1Y
-7.0%

DOCS: Future Returns Will Rely On Reclaimed Leather Sustainability Partnership

Analysts have adjusted their price targets for Dr. Martens, reflecting updated assumptions around discount rates, revenue growth, profit margins and a lower future P/E multiple. Taken together, these factors point to a revised view of the shares' potential value, even though the fair value estimate remains at £1.41.
VTY
UK£6.65
Vistry Group
7D
3.2%
1Y
11.1%

VTY: Future Returns Will Likely Stay Capped As Margins Face Added Pressure

Analysts have slightly trimmed their blended price target for Vistry Group to reflect a modestly lower fair value and a higher discount rate, even as some recent research raised price targets by £1.19 while others reduced them by £0.20, citing updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research on Vistry Group presents a mixed picture, with some investors focusing on refreshed upside scenarios and others placing more weight on execution and valuation risks.
PTEC
UK£2.96
Playtech
7D
9.2%
1Y
-59.7%

PTEC: Future Returns Will Depend On U.S. Evolution Lawsuit Resolution

Analysts have trimmed their average price target on Playtech to £2.40 from £4.05, citing increased uncertainty around the U.S. legal dispute with Evolution and the wide range of potential lawsuit outcomes as key reasons for the more cautious stance. Analyst Commentary Recent Street research has shifted to a more cautious stance on Playtech, with the latest move being a downgrade to Hold and a reset of the price target to £2.40 from £4.05.
CPG
UK£21.87
Compass Group
7D
-2.3%
1Y
-21.6%

CPG: Strengthened European Platform And Returns Profile Will Support Long Runway

Analysts have nudged their fair value estimate for Compass Group slightly higher to £28.33 per share from £28.23, citing recent price target increases and upgraded views on long term EBITA growth, European growth potential, and an improved returns profile. Analyst Commentary Bullish Takeaways Bullish analysts point to what they describe as "sustainably enhanced" long term EBITA growth as a key support for higher fair value estimates and price targets.
BME
UK£1.76
B&M European Value Retail
7D
9.1%
1Y
-45.6%
BTRW
UK£3.88
Barratt Redrow
7D
1.5%
1Y
-14.8%

BTRW: Dividend And Leadership Transition Will Support Future Upside Potential

Analysts have trimmed their price target for Barratt Redrow to reflect a slightly lower fair value estimate of £4.79. This change is driven by small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
GAW
UK£170.50
Games Workshop Group
7D
-4.4%
1Y
17.1%