Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies115
  • 7D4.3%
  • 3M-11.6%
  • 1Y-7.5%
  • YTD-11.3%

In the last week, the Consumer Discretionary industry is up 4.3%, with Compass Group up 7.7%. During this same period, the Berkeley Group Holdings underperformed, falling 7.6%. However, the industry is down 7.5% over the past 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
Sun, 05 Apr 2026UK£147.1bUK£195.6bUK£6.0b11.7x24.4x0.8x
Tue, 03 Mar 2026UK£151.2bUK£181.9bUK£5.1b15.7x29.4x0.8x
Thu, 29 Jan 2026UK£149.6bUK£184.8bUK£5.2b14.1x28.9x0.8x
Sat, 27 Dec 2025UK£152.3bUK£185.6bUK£5.2b15x29.4x0.8x
Mon, 24 Nov 2025UK£151.1bUK£184.7bUK£4.9b15.6x30.7x0.8x
Wed, 22 Oct 2025UK£154.5bUK£183.0bUK£5.0b16.2x31x0.8x
Fri, 19 Sep 2025UK£154.0bUK£183.2bUK£4.9b15.3x31.7x0.8x
Sun, 17 Aug 2025UK£156.6bUK£183.7bUK£4.6b15.5x33.8x0.9x
Tue, 15 Jul 2025UK£160.6bUK£184.5bUK£4.9b15.8x32.7x0.9x
Thu, 12 Jun 2025UK£164.1bUK£183.7bUK£4.9b16.7x33.7x0.9x
Sat, 10 May 2025UK£160.8bUK£182.3bUK£4.9b16.4x33.1x0.9x
Mon, 07 Apr 2025UK£146.3bUK£186.9bUK£4.9b15.3x29.9x0.8x
Wed, 05 Mar 2025UK£158.6bUK£189.5bUK£5.3b14.4x30.1x0.8x
Fri, 31 Jan 2025UK£163.7bUK£190.8bUK£5.4b15.4x30.2x0.9x
Sun, 29 Dec 2024UK£163.2bUK£190.4bUK£5.4b15.9x30.3x0.9x
Tue, 26 Nov 2024UK£165.9bUK£190.0bUK£5.7b16x29.3x0.9x
Thu, 24 Oct 2024UK£170.5bUK£189.6bUK£5.9b17.1x28.8x0.9x
Sat, 21 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Mon, 19 Aug 2024UK£169.9bUK£191.4bUK£6.5b16.1x26x0.9x
Wed, 17 Jul 2024UK£163.0bUK£191.4bUK£6.3b15.9x25.8x0.9x
Fri, 14 Jun 2024UK£190.4bUK£202.6bUK£5.4b15.5x34.9x0.9x
Sun, 12 May 2024UK£195.8bUK£200.6bUK£5.2b16.5x37.6x1x
Tue, 09 Apr 2024UK£191.1bUK£205.0bUK£5.1b15.2x37.8x0.9x
Thu, 07 Mar 2024UK£192.1bUK£205.0bUK£6.3b15.5x30.6x0.9x
Sat, 03 Feb 2024UK£196.3bUK£223.4bUK£6.7b14.1x29.4x0.9x
Mon, 01 Jan 2024UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Wed, 29 Nov 2023UK£188.3bUK£223.5bUK£6.2b12.3x30.2x0.8x
Fri, 27 Oct 2023UK£179.1bUK£223.7bUK£6.0b11.8x29.9x0.8x
Sun, 24 Sep 2023UK£194.5bUK£223.0bUK£5.8b12.5x33.3x0.9x
Tue, 22 Aug 2023UK£191.4bUK£222.2bUK£6.0b12x31.7x0.9x
Thu, 20 Jul 2023UK£204.7bUK£214.2bUK£6.3b12.7x32.7x1x
Sat, 17 Jun 2023UK£201.4bUK£214.2bUK£6.2b13.8x32.4x0.9x
Mon, 15 May 2023UK£207.6bUK£212.3bUK£6.5b13.4x31.7x1x
Wed, 12 Apr 2023UK£197.3bUK£208.1bUK£7.1b12.1x27.9x0.9x
Price to Earnings Ratio

27.9x


Total Market Cap: UK£197.3bTotal Earnings: UK£7.1bTotal Revenue: UK£208.1bTotal 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 24.4x 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 0.87x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 5.2% 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 Market4.54%
Consumer Discretionary4.30%
Hospitality6.95%
Auto5.96%
Consumer Services5.62%
General Merchandise and Department Stores5.29%
Luxury4.40%
Specialty Stores3.24%
Auto Components0.77%
Online Retail and Ecommerce0%0
Consumer Durables-0.61%
Leisure-0.85%
Retail Distributors-1.13%
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 36.0%, 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 70% 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
CPG Compass GroupUS$29.177.7%
+US$3.5b		-10.1%PE26.6x
NXT NEXTUK£129.504.6%
+UK£647.8m		15.3%PE16.7x
IHG InterContinental Hotels GroupUS$134.253.2%
+US$599.6m		36.0%PE26.5x
PSON PearsonUK£10.095.8%
+UK£293.4m		-13.9%PE18.5x
BME B&M European Value RetailUK£1.8416.1%
+UK£256.3m		-33.5%PE7.4x

Latest News

VTY
UK£3.28
Vistry Group
7D
-4.2%
1Y
-35.8%

Vistry Group's (LON:VTY) Earnings Seem To Be Promising

Apr 04
Vistry Group's (LON:VTY) Earnings Seem To Be Promising
BKG
UK£31.68
Berkeley Group Holdings
7D
-7.6%
1Y
-12.5%

Brownfield Regeneration And Build To Rent Platform Will Drive Long Term Opportunity

Catalysts About Berkeley Group Holdings Berkeley Group Holdings is a UK homebuilder focused on residential-led developments, primarily in London and the South East. What are the underlying business or industry changes driving this perspective?
BME
UK£1.84
B&M European Value Retail
7D
16.1%
1Y
-33.5%
IHG
US$134.25
InterContinental Hotels Group
7D
3.2%
1Y
36.0%
CPG
US$29.17
Compass Group
7D
7.7%
1Y
-10.1%

Slower Outsourcing Benefits And Incremental Margins Will Shape A Balanced Long Term Outlook

Catalysts About Compass Group Compass Group is a global food and support services provider, focused on sector based onsite catering, vending, and facilities services for clients across business, education, health care, sports and leisure, and remote sites. What are the underlying business or industry changes driving this perspective?
INCH
UK£7.80
Inchcape
7D
-1.0%
1Y
18.3%

INCH: Buyback And Rising Dividend Will Drive Future Share Price Upside

Analysts have raised their price targets for Inchcape to a range of about £8.30 to £13.30. This reflects updated views on the shares and differing ratings from Hold to Buy.
ENT
UK£5.77
Entain
7D
6.9%
1Y
15.0%

ENT: Future Upside Will Depend On Dividend Support And Margin Stability

Narrative Update on Entain The analyst price target for Entain has been revised lower to reflect a reduced fair value estimate of £7.09 from £8.00, as analysts factor in lower margin and revenue growth assumptions, along with recent cuts to published targets across several firms. Analyst Commentary Recent Street research on Entain points to a more cautious tone, with several bearish analysts reducing price targets and trimming their expectations.
THG
UK£0.29
THG
7D
-8.3%
1Y
-0.1%
NXT
UK£129.50
NEXT
7D
4.6%
1Y
15.3%

Does NEXT (LON:NXT) Deserve A Spot On Your Watchlist?

Mar 30
Does NEXT (LON:NXT) Deserve A Spot On Your Watchlist?
EVOK
UK£0.31
Evoke
7D
-16.6%
1Y
-22.9%

EVOK: Future Returns Will Rely On Executing Against Post Downgrade Assumptions

Analysts have adjusted their price target on Evoke to £X.XX from £Y.YY, citing recent downgrade actions and a reassessment of growth, margins, and future P/E assumptions reflected in the updated fair value inputs. Analyst Commentary Recent research around Evoke focuses on how realistic prior expectations were on growth, margins, and the P/E multiple that investors might be willing to pay.
PSON
UK£10.09
Pearson
7D
5.8%
1Y
-13.9%
TW.
UK£0.85
Taylor Wimpey
7D
-2.4%
1Y
-18.4%
WTB
UK£23.98
Whitbread
7D
6.1%
1Y
-1.4%

WTB: Future Earnings Momentum Will Reflect Buybacks And Mixed Discount Rate Sentiment

Whitbread's analyst price target has been trimmed by £100 to £2,600, as analysts factor in a slightly higher discount rate and only modest tweaks to revenue growth, profit margin expectations and future P/E assumptions. Analyst Commentary Recent Street research on Whitbread presents a mixed picture, with several firms adjusting price targets and one downgrade, which feeds directly into how the current £2,600 target is being framed.
BRBY
UK£10.91
Burberry Group
7D
6.3%
1Y
65.1%

BRBY: Upgraded Views And Royal Capsule Collaboration Will Support Brand Strength

Burberry Group's analyst price target has been nudged to £13.52 from £13.58, as analysts factor in slightly different assumptions for the discount rate, revenue growth, profit margin and future P/E following recently upgraded and raised views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts link the higher price target to refreshed assumptions for Burberry Group's revenue growth, suggesting confidence that the brand can support a slightly higher valuation multiple than previously used.
GAW
UK£176.50
Games Workshop Group
7D
-0.8%
1Y
34.2%
VLRM
UK£0.043
Valereum
7D
-39.3%
1Y
-75.7%