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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies137
  • 7D0.9%
  • 3M-0.2%
  • 1Y4.9%
  • YTD0.002%

Last week, the Consumer Discretionary industry hasn't moved much but Compass Group is up 3.2% in that time. As for the the longer term, the industry is up 4.9% over the past 12 months. Earnings are forecast to grow by 23% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Mar 2024UK£191.9bUK£205.1bUK£6.3b15.3x30.4x0.9x
Thu, 15 Feb 2024UK£191.0bUK£204.0bUK£6.3b14.2x30.2x0.9x
Sat, 13 Jan 2024UK£193.1bUK£224.0bUK£6.6b14x29.1x0.9x
Mon, 11 Dec 2023UK£192.8bUK£224.3bUK£6.1b13.5x31.6x0.9x
Wed, 08 Nov 2023UK£186.5bUK£223.7bUK£6.1b12.2x30.6x0.8x
Fri, 06 Oct 2023UK£184.0bUK£223.5bUK£5.8b12.1x31.7x0.8x
Sun, 03 Sep 2023UK£195.5bUK£222.5bUK£6.1b12.6x32.2x0.9x
Tue, 01 Aug 2023UK£204.5bUK£216.5bUK£6.6b12.7x31x0.9x
Thu, 29 Jun 2023UK£198.1bUK£214.6bUK£6.2b12.5x32.2x0.9x
Sat, 27 May 2023UK£201.6bUK£214.2bUK£6.3b13.3x31.9x0.9x
Mon, 24 Apr 2023UK£204.8bUK£207.6bUK£6.7b12.8x30.7x1x
Wed, 22 Mar 2023UK£179.4bUK£195.0bUK£6.5b11.7x27.8x0.9x
Fri, 17 Feb 2023UK£200.7bUK£207.1bUK£8.2b12.7x24.5x1x
Sun, 15 Jan 2023UK£195.2bUK£206.5bUK£8.5b11.7x23x0.9x
Tue, 13 Dec 2022UK£172.6bUK£203.2bUK£8.8b10.4x19.5x0.8x
Thu, 10 Nov 2022UK£172.6bUK£196.3bUK£8.0b9x21.5x0.9x
Sat, 08 Oct 2022UK£153.6bUK£194.2bUK£7.9b8x19.4x0.8x
Mon, 05 Sep 2022UK£165.1bUK£190.8bUK£8.8b11x18.8x0.9x
Wed, 03 Aug 2022UK£175.3bUK£189.5bUK£8.9b11.9x19.6x0.9x
Fri, 01 Jul 2022UK£164.1bUK£187.6bUK£8.5b12.2x19.3x0.9x
Sun, 29 May 2022UK£183.0bUK£185.3bUK£8.4b13.2x21.9x1x
Tue, 26 Apr 2022UK£180.2bUK£177.9bUK£7.3b13.8x24.8x1x
Thu, 24 Mar 2022UK£191.4bUK£186.8bUK£6.4b14.3x29.7x1x
Sat, 19 Feb 2022UK£212.5bUK£185.5bUK£6.5b15.9x32.5x1.1x
Mon, 17 Jan 2022UK£226.8bUK£185.9bUK£6.4b17.8x35.5x1.2x
Wed, 15 Dec 2021UK£229.8bUK£186.3bUK£6.3b17.7x36.2x1.2x
Fri, 12 Nov 2021UK£219.2bUK£175.2bUK£5.1b19.3x43.3x1.3x
Sun, 10 Oct 2021UK£206.3bUK£168.3bUK£3.7b19.5x56.5x1.2x
Tue, 07 Sep 2021UK£222.6bUK£166.5bUK£2.3b23x95x1.3x
Thu, 05 Aug 2021UK£220.0bUK£162.3bUK£1.9b23.9x114.8x1.4x
Sun, 09 May 2021UK£220.8bUK£158.1bUK£928.8m24.4x237.7x1.4x
Price to Earnings Ratio

269.2x


Total Market Cap: UK£209.6bTotal Earnings: UK£778.6mTotal Revenue: UK£156.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 54.7x202220232024
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 30.4x which is lower than its 3-year average PE of 54.7x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.94x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 101% per year over the last three years.
  • Revenues for these companies have grown 9.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary sector?

GB Market0.65%
Consumer Discretionary0.91%
Leisure2.54%
Hospitality2.18%
Consumer Services2.08%
Luxury1.17%
Auto Components0.42%
Retail Distributors0.11%
Consumer Durables0.11%
General Merchandise and Department Stores0.013%
Online Retail and Ecommerce0%
Auto-2.14%
Specialty Stores-2.55%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 18.8x.
    • Analysts are expecting annual earnings growth of 35.4%, which is higher than its past year's earnings decline of 0.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 74% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 3.7% 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
CPG Compass GroupUK£21.711.7%
+UK£624.6m
11.3%PE28.2x
VTY Vistry GroupUK£12.109.2%
+UK£346.9m
66.1%PE18.4x
TRN TrainlineUK£3.7818.5%
+UK£270.4m
46.4%PE76.6x
ENT EntainUK£7.755.5%
+UK£256.8m
-36.1%PS1x
DPEU DP EurasiaUK£1.9089.5%
+UK£131.6m
319.4%PE42.6x
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Latest News

ENT

UK£7.75

Entain

7D

5.5%

1Y

-36.1%

TRN

UK£3.78

Trainline

7D

18.5%

1Y

46.4%

VTY

UK£12.10

Vistry Group

7D

9.2%

1Y

66.1%

PSN

UK£12.90

Persimmon

7D

-6.2%

1Y

6.5%

PSON

UK£10.18

Pearson

7D

2.0%

1Y

21.2%

JD.

UK£1.11

JD Sports Fashion

7D

-2.7%

1Y

-32.4%

DNLM

UK£10.70

Dunelm Group

7D

-8.5%

1Y

-4.5%

CPG

UK£21.71

Compass Group

7D

1.7%

1Y

11.3%

FLTR

UK£168.40

Flutter Entertainment

7D

-0.6%

1Y

22.6%

DPEU

UK£1.90

DP Eurasia

7D

89.5%

1Y

319.4%