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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 18, 2026
DataAggregated Company Financials
Companies114
  • 7D0.6%
  • 3M9.9%
  • 1Y-10.2%
  • YTD-4.2%

The Consumer Discretionary industry is up 1.9% in the last week, with InterContinental Hotels Group up 6.0%. In the past year, the industry is down 10%. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Jun 2026UK£159.3bUK£198.8bUK£6.2b13.7x25.9x0.8x
Sat, 16 May 2026UK£151.2bUK£198.3bUK£6.1b12.6x24.7x0.8x
Mon, 13 Apr 2026UK£147.9bUK£195.5bUK£6.0b12.4x24.5x0.8x
Wed, 11 Mar 2026UK£141.9bUK£183.1bUK£5.2b14.1x27.3x0.8x
Fri, 06 Feb 2026UK£146.2bUK£181.2bUK£5.3b14.3x27.4x0.8x
Sun, 04 Jan 2026UK£152.4bUK£185.7bUK£5.2b15.3x29.4x0.8x
Tue, 02 Dec 2025UK£152.2bUK£186.2bUK£5.1b15.2x29.8x0.8x
Thu, 30 Oct 2025UK£158.9bUK£183.5bUK£5.0b15.9x31.8x0.9x
Sat, 27 Sep 2025UK£156.1bUK£184.8bUK£5.0b15.2x31.5x0.8x
Mon, 25 Aug 2025UK£159.7bUK£183.8bUK£4.6b15.5x34.4x0.9x
Wed, 23 Jul 2025UK£163.0bUK£183.9bUK£4.9b15.7x33.4x0.9x
Fri, 20 Jun 2025UK£159.0bUK£184.1bUK£4.9b16.9x32.4x0.9x
Sun, 18 May 2025UK£165.3bUK£183.6bUK£4.8b17.2x34.3x0.9x
Tue, 15 Apr 2025UK£150.7bUK£186.0bUK£4.9b15.7x30.9x0.8x
Thu, 13 Mar 2025UK£154.6bUK£186.8bUK£5.5b14.3x28x0.8x
Sat, 08 Feb 2025UK£163.5bUK£190.9bUK£5.4b15.3x30.4x0.9x
Mon, 06 Jan 2025UK£162.4bUK£190.8bUK£5.4b15.8x30.1x0.9x
Wed, 04 Dec 2024UK£168.0bUK£190.2bUK£5.4b16.1x31.1x0.9x
Fri, 01 Nov 2024UK£170.6bUK£189.8bUK£6.0b16.3x28.3x0.9x
Sun, 29 Sep 2024UK£174.6bUK£188.4bUK£6.2b17.5x28.2x0.9x
Tue, 27 Aug 2024UK£170.9bUK£188.8bUK£6.4b16.8x26.9x0.9x
Thu, 25 Jul 2024UK£164.8bUK£191.4bUK£6.2b15.9x26.6x0.9x
Sat, 22 Jun 2024UK£161.8bUK£193.0bUK£6.4b15.5x25.4x0.8x
Mon, 20 May 2024UK£196.2bUK£202.4bUK£5.0b16.3x39.1x1x
Wed, 17 Apr 2024UK£188.2bUK£205.0bUK£5.4b15.7x35.1x0.9x
Fri, 15 Mar 2024UK£192.9bUK£205.1bUK£6.3b15.4x30.5x0.9x
Sun, 11 Feb 2024UK£192.9bUK£204.0bUK£6.3b14.4x30.5x0.9x
Tue, 09 Jan 2024UK£196.7bUK£224.0bUK£6.6b14.4x29.7x0.9x
Thu, 07 Dec 2023UK£191.9bUK£224.2bUK£6.1b12.9x31.5x0.9x
Sat, 04 Nov 2023UK£187.3bUK£223.7bUK£6.1b12.5x30.7x0.8x
Mon, 02 Oct 2023UK£190.4bUK£223.3bUK£5.8b12.6x32.7x0.9x
Wed, 30 Aug 2023UK£195.5bUK£222.5bUK£6.0b12.4x32.4x0.9x
Fri, 28 Jul 2023UK£202.6bUK£214.2bUK£6.4b12.8x31.8x0.9x
Sun, 25 Jun 2023UK£196.7bUK£214.6bUK£6.2b13.1x31.9x0.9x
Price to Earnings Ratio

31.9x


Total Market Cap: UK£196.7bTotal Earnings: UK£6.2bTotal Revenue: UK£214.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.3x202420252026
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 26.0x which is lower than its 3-year average PE of 30.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 2.5% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

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

GB Market2.43%
Consumer Discretionary0.63%
Leisure7.41%
Consumer Durables5.04%
Auto Components2.53%
Retail Distributors1.69%
Auto1.32%
General Merchandise and Department Stores0.55%
Luxury0.054%
Online Retail and Ecommerce0%0
Specialty Stores-0.15%
Consumer Services-0.41%
Hospitality-1.00%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 82.2%, which is higher than its past year's earnings decline of 24.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 82% over the next 5 years.
  • This is better than its past earnings decline of 24% per year.
  • 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
IHG InterContinental Hotels GroupUS$171.956.0%
+US$1.4b		53.4%PE33.8x
GAW Games Workshop GroupUK£204.407.5%
+UK£469.2m		23.6%PE32.7x
PSN PersimmonUK£11.197.6%
+UK£253.6m		-18.1%PE12.6x
NXT NEXTUK£141.651.4%
+UK£222.6m		12.6%PE18.2x
BTRW Barratt RedrowUK£2.624.9%
+UK£172.3m		-43.4%PE17x

Latest News

ENT
UK£5.67
Entain
7D
-5.6%
1Y
-33.0%
Narrative Update • Jun 16

ENT: Rumored Takeover Interest Will Drive Future Repricing Potential

Entain's updated fair value has edged up to £9.44 from £9.38 as analysts factor in a mix of slightly lower price targets, such as Deutsche Bank's move to £10.28 and Morgan Stanley's cut, along with fresh support from new coverage at BNP Paribas and a recent upgrade from Peel Hunt. Analyst Commentary Recent research on Entain presents a mixed picture, with some analysts more optimistic on execution and valuation, while others focus on risks that could limit upside to the stock's fair value.
KGF
UK£2.90
Kingfisher
7D
3.6%
1Y
5.7%
Narrative Update • Jun 15

KGF: Future Returns Will Reflect Mixed Street Views And AI Progress

Kingfisher's analyst price target has been trimmed slightly to £2.95, as analysts factor in modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E following a combination of recent target cuts and a raise from major banks. Analyst Commentary Recent research shows a mix of optimism and caution around Kingfisher, with small moves in price targets reflecting fine tuning rather than major shifts in conviction.
FRAS
UK£7.23
Frasers Group
7D
-6.2%
1Y
5.9%
PETS
UK£1.77
Pets at Home Group
7D
-5.4%
1Y
-32.5%
Narrative Update • Jun 12

PETS: Future Returns Will Reflect Neutral Pricing And Execution Risks On Margins

Pets at Home Group's analyst price target has shifted from £2.20 to £2.00, with analysts pointing to updated fair value assumptions, a revised discount rate, and refreshed expectations for revenue growth, profit margins, and future P/E multiples following recent coverage and rating updates. Analyst Commentary Bearish analysts have recently moved to a more cautious stance on Pets at Home Group, reflected in the cut to the published price target from £2.20 to £2.00 and the use of neutral or Hold style ratings in recent coverage.
CPG
US$32.76
Compass Group
7D
-1.3%
1Y
-2.6%
PTEC
UK£3.28
Playtech
7D
-5.9%
1Y
-3.5%
Narrative Update • Jun 11

PTEC: Future Upside Will Rely On Repriced Earnings Power And Buyback Execution

Analysts have lifted the fair value estimate for Playtech from £6.90 to about £7.59, reflecting a series of recent price target increases. These include Deutsche Bank's move to £4.60 and other upward revisions from Jefferies and Citi, supported by updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
PSN
UK£11.19
Persimmon
7D
7.6%
1Y
-18.1%
TW.
UK£0.80
Taylor Wimpey
7D
5.0%
1Y
-33.8%
Narrative Update • Jun 10

TW.: Cost Controls And Strong Balance Sheet Will Support Future Upside

Analysts have reduced the Taylor Wimpey fair value estimate from £1.62 to £1.37, as a series of price target cuts and downgrades highlight concerns about rising build costs and softer pricing trends. Analyst Commentary Recent research has tilted more cautious on Taylor Wimpey, with a cluster of downgrades and lower price targets citing rising build costs and softer pricing.
BME
UK£1.87
B&M European Value Retail
7D
-6.5%
1Y
-30.9%
Analysis Article • Jun 10

Some Investors May Be Willing To Look Past B&M European Value Retail's (LON:BME) Soft Earnings

B&M European Value Retail plc's ( LON:BME ) stock was strong despite it releasing a soft earnings report last week. We...
GRG
UK£16.41
Greggs
7D
-3.8%
1Y
-14.8%
BTRW
UK£2.62
Barratt Redrow
7D
4.9%
1Y
-43.4%
Narrative Update • Jun 09

BTRW: Margin Discipline And Cost Control Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been reduced to £2.60 from £4.82, as analysts factor in margin headwinds, softer pricing assumptions, and slightly lower estimates for fair value, revenue growth, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts point to the upgraded rating earlier in the year as a sign that some see value support at current levels, even as sector sentiment has softened.
BKG
UK£35.60
Berkeley Group Holdings
7D
4.9%
1Y
-14.4%
Narrative Update • Jun 07

BKG: Fair Value View Balances Pipeline Execution With Softer Revenue Expectations

The analyst price target for Berkeley Group Holdings has been reduced by about £1.77 per share, as analysts factor in softer revenue expectations alongside slightly stronger profit margins and a lower assumed P/E multiple. Analyst Commentary Recent Street research on Berkeley Group Holdings shows a mix of upgrades, downgrades, and price target cuts, reflecting a split view on how the stock’s valuation lines up with its execution and growth outlook.
JD.
UK£0.85
JD Sports Fashion
7D
-1.9%
1Y
12.9%
Narrative Update • Jun 07

JD.: More Conservative P/E Assumptions Will Still Support Future Upside

Narrative update on JD Sports Fashion Analysts have trimmed their fair value estimate and lowered the implied price target for JD Sports Fashion by £0.05 to £0.83. They attribute this change to more cautious assumptions on revenue growth, profit margins and future P/E multiples, following recent target cuts from several firms.
IHG
US$171.95
InterContinental Hotels Group
7D
6.0%
1Y
53.4%
Narrative Update • Jun 05

IHG: Future Returns Will Rely On Operational Efficiencies And Disciplined Capital Allocation

Analysts have raised their price target on InterContinental Hotels Group stock to $154 from $141. The updated fair value of $153.48 reflects views on slightly adjusted discount rate inputs, a modestly lower revenue growth outlook, a small uptick in profit margin expectations, and a higher assumed future P/E.
NXT
UK£141.65
NEXT
7D
1.4%
1Y
12.6%
Narrative Update • Jun 05

NXT: Future Cash Returns Will Reflect Mixed Rating Shifts And Execution Risks

Analysts have trimmed their fair value estimate for NEXT slightly to about £147 from roughly £148, reflecting modest changes in the discount rate, revenue growth, profit margin and future P/E assumptions following mixed recent research, including an upgrade with a £14,000 price target and a separate price target cut. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade and £14,000 price target as support for the view that NEXT can justify a premium valuation multiple relative to the fair value estimate, assuming the company executes consistently on revenue and margin plans.
GAW
UK£204.40
Games Workshop Group
7D
7.5%
1Y
23.6%
Analysis Article • May 30

Is It Too Late To Consider Buying Games Workshop Group PLC (LON:GAW)?

Games Workshop Group PLC ( LON:GAW ), might not be a large cap stock, but it saw a double-digit share price rise of...