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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedDec 09, 2024
DataAggregated Company Financials
Companies129
  • 7D1.7%
  • 3M-0.5%
  • 1Y4.2%
  • YTD1.7%

Over the last 7 days, the Consumer Discretionary industry has risen 1.7%, driven by gains from Compass Group of 2.0%. During this same period, the Frasers Group underperformed, falling 14%. This takes the industry's 12 month performance to a gain of 4.2%. Looking forward, earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 18 Feb 2023UK£201.6bUK£207.1bUK£8.2b12.5x24.7x1x
Mon, 16 Jan 2023UK£195.2bUK£206.5bUK£8.5b11.7x23x0.9x
Wed, 14 Dec 2022UK£175.0bUK£203.1bUK£8.8b10.4x19.8x0.9x
Fri, 11 Nov 2022UK£172.6bUK£196.3bUK£8.0b9x21.5x0.9x
Sun, 09 Oct 2022UK£153.6bUK£193.1bUK£8.1b8x18.9x0.8x
Tue, 06 Sep 2022UK£164.6bUK£190.8bUK£8.8b10.6x18.7x0.9x
Thu, 04 Aug 2022UK£178.2bUK£189.7bUK£8.9b11.9x19.9x0.9x
Sat, 02 Jul 2022UK£165.8bUK£187.7bUK£8.5b12.2x19.5x0.9x
Mon, 30 May 2022UK£183.0bUK£185.4bUK£8.4b13.2x21.9x1x
Wed, 27 Apr 2022UK£177.7bUK£177.9bUK£7.3b14x24.5x1x
Fri, 25 Mar 2022UK£189.6bUK£186.7bUK£6.5b13.9x29.3x1x
Sun, 20 Feb 2022UK£212.5bUK£185.5bUK£6.5b15.9x32.5x1.1x
Tue, 18 Jan 2022UK£228.5bUK£185.9bUK£6.4b17.5x35.8x1.2x
Thu, 16 Dec 2021UK£226.2bUK£186.3bUK£6.3b17.3x35.6x1.2x
Price to Earnings Ratio

35.6x


Total Market Cap: UK£226.2bTotal Earnings: UK£6.3bTotal Revenue: UK£186.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 28.9x202220232024
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 28.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 5.6% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

GB Market0.22%
Consumer Discretionary1.74%
Auto4.72%
Luxury3.49%
Auto Components2.79%
Hospitality2.62%
Consumer Services1.67%
Consumer Durables1.37%
Retail Distributors0.74%
Specialty Stores0.69%
General Merchandise and Department Stores0.10%
Online Retail and Ecommerce0%
Leisure-0.54%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 88.6x.
    • Analysts are expecting annual earnings growth of 24.6%, which is higher than its past year's earnings growth of 2.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 63% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 4.4% 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
VTY Vistry GroupUK£7.1012.6%
+UK£263.6m		-10.1%PE9.2x
BME B&M European Value RetailUK£3.637.5%
+UK£254.0m		-40.2%PE11.2x
BRBY Burberry GroupUK£9.706.3%
+UK£204.4m		-35.2%PE91.2x
PSN PersimmonUK£13.045.0%
+UK£199.8m		-0.6%PE16.3x
SSPG SSP GroupUK£1.8715.4%
+UK£199.0m		-20.2%PE54.4x
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FRAS

UK£6.32

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7D

-14.7%

1Y

-31.5%

WOSG

UK£5.62

Watches of Switzerland Group

7D

17.0%

1Y

-21.5%

BTRW

UK£4.42

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3.0%

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SSPG

UK£1.87

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7D

15.4%

1Y

-20.2%

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JDW

UK£6.17

J D Wetherspoon

7D

-3.1%

1Y

-18.1%

MEGP

UK£2.14

ME Group International

7D

-4.7%

1Y

70.1%

BME

UK£3.63

B&M European Value Retail

7D

7.5%

1Y

-40.2%

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KGF

UK£2.59

Kingfisher

7D

3.8%

1Y

11.6%

TW.

UK£1.28

Taylor Wimpey

7D

-0.8%

1Y

-7.0%

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GAW

UK£139.50

Games Workshop Group

7D

-1.9%

1Y

52.9%

BRBY

UK£9.70

Burberry Group

7D

6.3%

1Y

-35.2%

VTY

UK£7.10

Vistry Group

7D

12.6%

1Y

-10.1%

DNLM

UK£11.30

Dunelm Group

7D

-1.2%

1Y

5.3%

YNGA

UK£8.98

Young's Brewery

7D

-5.7%

1Y

-16.5%

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PSN

UK£13.04

Persimmon

7D

5.0%

1Y

-0.6%

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Nov 16
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VIC

UK£1.12

Victorian Plumbing Group

7D

-7.8%

1Y

17.9%