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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies116
  • 7D-1.0%
  • 3M-6.7%
  • 1Y-6.4%
  • YTD-7.5%

In the last week, the Consumer Discretionary industry is down 2.8% with Barratt Redrow down the most at 8.0%. However, the industry is down 6.1% 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
Mon, 16 Mar 2026UK£139.5bUK£183.6bUK£5.2b13.5x26.7x0.8x
Wed, 11 Feb 2026UK£146.3bUK£180.9bUK£5.3b14.6x27.5x0.8x
Fri, 09 Jan 2026UK£155.2bUK£185.7bUK£5.2b15.3x29.9x0.8x
Sun, 07 Dec 2025UK£156.5bUK£186.2bUK£5.2b15.5x29.9x0.8x
Tue, 04 Nov 2025UK£155.0bUK£183.5bUK£4.9b15.8x31.8x0.8x
Thu, 02 Oct 2025UK£158.2bUK£184.6bUK£5.0b15.4x32x0.9x
Sat, 30 Aug 2025UK£154.6bUK£182.4bUK£4.9b15.4x31.7x0.8x
Mon, 28 Jul 2025UK£163.5bUK£184.1bUK£4.9b15.6x33.4x0.9x
Wed, 25 Jun 2025UK£159.7bUK£183.7bUK£4.9b16.9x32.6x0.9x
Fri, 23 May 2025UK£165.0bUK£184.0bUK£4.9b16.9x33.5x0.9x
Sun, 20 Apr 2025UK£153.3bUK£182.9bUK£4.8b15.8x32x0.8x
Tue, 18 Mar 2025UK£154.6bUK£186.8bUK£5.5b14.6x28.2x0.8x
Thu, 13 Feb 2025UK£165.2bUK£190.5bUK£5.4b15.4x30.8x0.9x
Sat, 11 Jan 2025UK£157.9bUK£191.5bUK£5.4b15.4x29.1x0.8x
Mon, 09 Dec 2024UK£170.1bUK£190.0bUK£5.3b16.1x31.8x0.9x
Wed, 06 Nov 2024UK£168.7bUK£189.1bUK£5.9b16.3x28.5x0.9x
Fri, 04 Oct 2024UK£170.3bUK£189.6bUK£6.0b17.4x28.1x0.9x
Sun, 01 Sep 2024UK£169.0bUK£189.0bUK£6.4b16.4x26.6x0.9x
Tue, 30 Jul 2024UK£167.9bUK£191.5bUK£6.2b16.3x27.1x0.9x
Thu, 27 Jun 2024UK£158.0bUK£193.1bUK£6.4b15.2x24.6x0.8x
Sat, 25 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Mon, 22 Apr 2024UK£185.7bUK£204.8bUK£5.3b15.4x34.8x0.9x
Wed, 20 Mar 2024UK£189.4bUK£205.1bUK£6.3b15x30x0.9x
Fri, 16 Feb 2024UK£192.6bUK£204.1bUK£6.3b14.5x30.5x0.9x
Sun, 14 Jan 2024UK£193.1bUK£224.0bUK£6.6b14x29.1x0.9x
Tue, 12 Dec 2023UK£193.9bUK£224.3bUK£6.1b13.9x31.7x0.9x
Thu, 09 Nov 2023UK£186.1bUK£223.5bUK£6.1b12.3x30.5x0.8x
Sat, 07 Oct 2023UK£186.5bUK£223.6bUK£5.8b12.2x32.2x0.8x
Mon, 04 Sep 2023UK£195.4bUK£221.9bUK£6.1b12.7x32.3x0.9x
Wed, 02 Aug 2023UK£202.9bUK£216.6bUK£6.6b12.5x30.8x0.9x
Fri, 30 Jun 2023UK£198.0bUK£214.6bUK£6.2b12.6x32.1x0.9x
Sun, 28 May 2023UK£201.6bUK£214.2bUK£6.3b13.3x31.9x0.9x
Tue, 25 Apr 2023UK£205.0bUK£207.6bUK£6.7b12.7x30.7x1x
Thu, 23 Mar 2023UK£179.4bUK£195.6bUK£6.4b12.1x27.9x0.9x
Price to Earnings Ratio

27.9x


Total Market Cap: UK£179.4bTotal Earnings: UK£6.4bTotal Revenue: UK£195.6bTotal 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 26.7x 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 6.7% per year over the last three years,
  • Revenues have also declined 2.1% 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-0.10%
Consumer Discretionary-0.96%
Leisure2.41%
Retail Distributors0.94%
General Merchandise and Department Stores0.69%
Consumer Services0.59%
Online Retail and Ecommerce0%0
Hospitality-1.06%
Specialty Stores-1.06%
Luxury-1.63%
Consumer Durables-3.16%
Auto-4.70%
Auto Components-5.03%
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 41.7%, 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£172.602.4%
+UK£135.5m		17.7%PE27.6x
IHG InterContinental Hotels GroupUS$129.050.5%
+US$87.1m		15.2%PE25.5x
FRAS Frasers GroupUK£6.732.1%
+UK£60.1m		6.2%PE6.7x
NXT NEXTUK£128.450.6%
+UK£59.2m		34.0%PE18.7x
PSON PearsonUK£9.880.9%
+UK£46.7m		-21.7%PE18.5x

Latest News

VTY
UK£4.13
Vistry Group
7D
-7.8%
1Y
-31.4%
IHG
US$129.05
InterContinental Hotels Group
7D
0.5%
1Y
15.2%
PSN
UK£11.92
Persimmon
7D
-2.6%
1Y
0.2%
BKG
UK£37.00
Berkeley Group Holdings
7D
-4.5%
1Y
1.6%

BKG: JPMorgan Upgrade And Refined Assumptions Will Shape Measured Future Returns

Analysts have raised their price target on Berkeley Group Holdings to £43.15. The change is supported by slightly lower discount rate and future P/E assumptions, while keeping fair value broadly unchanged.
PSON
UK£9.88
Pearson
7D
0.9%
1Y
-21.7%

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£22.71
Compass Group
7D
-0.5%
1Y
-14.3%

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.
WTB
UK£23.54
Whitbread
7D
-3.5%
1Y
-7.4%

WTB: Execution Risks And Margin Pressures Will Limit Future Share Upside

Whitbread's updated analyst price target reflects a modest adjustment to around £26, shaped by mixed recent Street moves where some banks lifted their targets by £1 to £2 while others trimmed theirs by £1, along with updated assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research updates on Whitbread show a mixed but slightly cautious tone, with some price targets trimmed and at least one downgrade alongside several modest upward revisions.
NXT
UK£128.45
NEXT
7D
0.6%
1Y
34.0%

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.
ENT
UK£5.48
Entain
7D
-4.8%
1Y
-16.2%
BRBY
UK£10.30
Burberry Group
7D
-3.0%
1Y
13.4%

BRBY: Long Dated Eyewear Partnership Will Support Future Brand Strength

Analysts have nudged their price target for Burberry Group higher to about £13.58 from roughly £13.04. This reflects fresh research that focuses on modest tweaks to growth, margins, the discount rate, and a slightly higher future P/E assumption.
CURY
UK£1.45
Currys
7D
2.7%
1Y
64.9%

CURY: Updated Discount Assumptions And Buybacks Will Support Future Share Upside

Narrative update Analysts have lifted their price target on Currys by £0.10, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E ratios that support a modestly higher valuation framework. Analyst Commentary Bullish analysts are pointing to a slightly higher valuation framework for Currys after the price target was raised by £0.10, suggesting increased confidence in how the company can deliver against its current plan.
BTRW
UK£2.89
Barratt Redrow
7D
-4.5%
1Y
-32.5%

BTRW: Dividend Discipline And Leadership Transition Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been revised to £4.71 per share, reflecting a modest pullback from recent Street targets such as £4.70 and £4.30 as analysts adjust their assumptions for discount rates and earnings multiples. Analyst Commentary Recent Street research around Barratt Redrow has focused on recalibrating price targets rather than making extreme calls on the shares.
INCH
UK£7.98
Inchcape
7D
0.9%
1Y
11.3%
BME
UK£1.79
B&M European Value Retail
7D
2.3%
1Y
-35.0%

BME: Reset Discount Rate Will Support Constructive Future Upside Narrative

Analysts have revised their price target on B&M European Value Retail, with the new fair value estimate changing from £3.38 to £2.97. This adjustment reflects updated views on the discount rate, revenue, profit margin and future P/E following recent research commentary.
FRAS
UK£6.73
Frasers Group
7D
2.1%
1Y
6.2%

Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down

Feb 16
Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down
GAW
UK£172.60
Games Workshop Group
7D
2.4%
1Y
17.7%