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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies116
  • 7D-2.1%
  • 3M-4.4%
  • 1Y-8.7%
  • YTD-3.8%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Burberry Group gained 8.3%. Unfortunately though, the industry is down 7.4% over the past 12 months. 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
Thu, 12 Feb 2026UK£145.4bUK£181.0bUK£5.3b14.1x27.3x0.8x
Sat, 10 Jan 2026UK£155.4bUK£185.8bUK£5.2b15.3x29.9x0.8x
Mon, 08 Dec 2025UK£156.5bUK£186.2bUK£5.2b15.5x29.9x0.8x
Wed, 05 Nov 2025UK£154.3bUK£183.8bUK£4.9b15.9x31.6x0.8x
Fri, 03 Oct 2025UK£156.1bUK£182.5bUK£5.0b15.5x31.3x0.9x
Sun, 31 Aug 2025UK£154.5bUK£182.4bUK£4.9b15.4x31.7x0.8x
Tue, 29 Jul 2025UK£162.1bUK£184.3bUK£4.9b15.8x33.1x0.9x
Thu, 26 Jun 2025UK£159.4bUK£183.6bUK£4.8b16.8x33x0.9x
Sat, 24 May 2025UK£164.3bUK£183.7bUK£4.9b17.3x33.4x0.9x
Mon, 21 Apr 2025UK£153.3bUK£182.9bUK£4.8b15.8x32x0.8x
Wed, 19 Mar 2025UK£154.9bUK£186.8bUK£5.5b14.6x28.3x0.8x
Fri, 14 Feb 2025UK£165.5bUK£190.2bUK£5.4b15.5x30.8x0.9x
Sun, 12 Jan 2025UK£157.9bUK£191.5bUK£5.4b15.4x29.1x0.8x
Tue, 10 Dec 2024UK£169.3bUK£189.9bUK£5.3b16.3x31.7x0.9x
Thu, 07 Nov 2024UK£167.9bUK£189.4bUK£5.9b16.3x28.3x0.9x
Sat, 05 Oct 2024UK£170.6bUK£189.6bUK£6.0b17.5x28.2x0.9x
Mon, 02 Sep 2024UK£169.0bUK£189.0bUK£6.4b16.4x26.6x0.9x
Wed, 31 Jul 2024UK£168.7bUK£191.4bUK£6.2b16.3x27.3x0.9x
Fri, 28 Jun 2024UK£159.6bUK£193.0bUK£6.4b15.5x24.8x0.8x
Sun, 26 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Tue, 23 Apr 2024UK£185.7bUK£204.8bUK£5.3b15.4x34.8x0.9x
Thu, 21 Mar 2024UK£189.9bUK£205.0bUK£6.3b14.7x30x0.9x
Sat, 17 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Mon, 15 Jan 2024UK£193.1bUK£224.0bUK£6.6b14x29.1x0.9x
Wed, 13 Dec 2023UK£193.2bUK£224.3bUK£6.1b13.8x31.6x0.9x
Fri, 10 Nov 2023UK£184.8bUK£223.5bUK£6.1b12.4x30.3x0.8x
Sun, 08 Oct 2023UK£186.5bUK£223.6bUK£5.8b12.2x32.2x0.8x
Tue, 05 Sep 2023UK£195.3bUK£221.9bUK£6.1b12.5x32.2x0.9x
Thu, 03 Aug 2023UK£199.8bUK£216.6bUK£6.6b12.2x30.3x0.9x
Sat, 01 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Mon, 29 May 2023UK£201.6bUK£214.2bUK£6.3b13.3x31.9x0.9x
Wed, 26 Apr 2023UK£205.4bUK£207.6bUK£6.7b12.6x30.8x1x
Fri, 24 Mar 2023UK£192.4bUK£207.4bUK£7.4b12.1x26.1x0.9x
Sun, 19 Feb 2023UK£201.6bUK£207.1bUK£8.2b12.5x24.7x1x
Price to Earnings Ratio

24.7x


Total Market Cap: UK£201.6bTotal Earnings: UK£8.2bTotal Revenue: UK£207.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.7x202420252026
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 27.5x which is lower than its 3-year average PE of 30.7x.
  • 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 13% per year over the last three years,
  • Revenues have also declined 4.4% 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 Market0.80%
Consumer Discretionary-2.09%
Luxury5.65%
Auto4.92%
Retail Distributors2.26%
Consumer Durables1.70%
Online Retail and Ecommerce0%0
Consumer Services-0.29%
Specialty Stores-0.87%
General Merchandise and Department Stores-1.79%
Auto Components-2.93%
Leisure-3.36%
Hospitality-5.70%
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 44.6%, which is higher than its past year's earnings decline of 32.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 73% 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
BRBY Burberry GroupUK£12.048.3%
+UK£332.1m		4.1%PS1.8x
IHG InterContinental Hotels GroupUS$145.051.8%
+US$384.4m		8.4%PE29.2x
TW. Taylor WimpeyUK£1.155.1%
+UK£196.6m		0.04%PE48.2x
PTEC PlaytechUK£3.4221.9%
+UK£179.7m		-54.6%PS1.4x
VTY Vistry GroupUK£7.377.4%
+UK£161.6m		22.8%PE64.5x

Latest News

GAW
UK£164.30
Games Workshop Group
7D
-3.4%
1Y
14.0%
BTRW
UK£3.88
Barratt Redrow
7D
-2.9%
1Y
-15.6%
IHG
US$145.05
InterContinental Hotels Group
7D
1.8%
1Y
8.4%
PTEC
UK£3.42
Playtech
7D
21.9%
1Y
-54.6%

Playtech plc (LON:PTEC) Looks Just Right With A 29% Price Jump

Feb 11
Playtech plc (LON:PTEC) Looks Just Right With A 29% Price Jump
WTB
UK£27.01
Whitbread
7D
-2.5%
1Y
-1.6%

WTB: Future Earnings Momentum Will Reflect Mixed Execution And Activist Review Pressures

Whitbread's analyst price target has edged lower to about £28.85 from roughly £29.09, with analysts citing a slightly higher discount rate, a modestly higher assumption for long term revenue growth, a lower projected profit margin, and a higher future P/E multiple that aligns with recent target moves from major banks. Analyst Commentary Recent Street research around Whitbread offers a mix of optimism and caution, with several large banks adjusting their targets and ratings in different directions.
CPG
UK£20.46
Compass Group
7D
-7.9%
1Y
-27.7%

CPG: Premium P/E And Dividend Framework Will Support Long Runway

Narrative Update The updated analyst price target for Compass Group shifts modestly to £28.19 from £28.33, as analysts balance mixed recent price target moves with slight adjustments to growth, margin, and P/E assumptions in their models. Analyst Commentary Recent research updates on Compass Group give you a mixed but useful read on how the Street is thinking about the shares, with one increase and one reduction in price targets feeding into the modest change in the overall average target.
VTY
UK£7.37
Vistry Group
7D
7.4%
1Y
22.8%

VTY: Future Returns Will Likely Stay Capped As Execution Risks Persist

Analysts have made a modest upward adjustment to their fair value estimate for Vistry Group to £5.14 from £5.11, reflecting updated assumptions on revenue growth, profit margins and a slightly higher discount rate after recent mixed price target moves from major banks, including a £0.20 trim and a £1.19 increase. Analyst Commentary Recent research shows a split view on Vistry Group, with one major bank trimming its price target by £0.20 while another raised its target by £1.19.
TW.
UK£1.15
Taylor Wimpey
7D
5.1%
1Y
0.04%

TW.: Outlet Stability And Maintained 2025 Guidance Will Support Upside Potential

Analysts have trimmed their price targets for Taylor Wimpey by £0.02, reflecting a slightly higher discount rate and slightly lower future P/E assumptions, even though their revenue growth and profit margin expectations remain modestly higher. Analyst Commentary Recent research suggests that, even with slightly lower price targets, some bullish analysts still see room for Taylor Wimpey to execute on its plans and justify valuations that reflect modestly higher expectations for revenue and margins.
NXT
UK£127.25
NEXT
7D
-1.9%
1Y
27.3%

NXT: Future Cash Returns Will Rely On Execution And Earnings Resilience

Narrative update Analysts have inched their price targets for NEXT higher, with recent moves from £178.00 to £180.00 and from £123.00 to £139.00, reflecting updated views on the company’s outlook and valuation drivers. Analyst Commentary Recent research updates point to a generally constructive stance on NEXT, with higher price targets framed around the company’s ability to execute and sustain its current positioning.
BRBY
UK£12.04
Burberry Group
7D
8.3%
1Y
4.1%

BRBY: Future Returns Will Hinge On Fragile China Luxury Recovery Risks

Burberry Group’s analyst fair value estimate has moved from £7.96 to £9.40 as analysts factor in updated assumptions on revenue growth, profit margins and a higher future P/E following recent price target revisions from major banks. Analyst Commentary Recent Street research on Burberry Group points to a mixed set of views, with some firms lifting price targets while others have trimmed their expectations.
PSN
UK£15.09
Persimmon
7D
3.2%
1Y
23.3%

PSN: Higher Future P/E Assumptions Will Support Share Price Resilience

Narrative Update on Persimmon Analysts have nudged their fair value estimate for Persimmon higher to £16.23 from £16.14, citing refreshed assumptions on discount rates, revenue growth, profit margins and future P/E that collectively support a slightly richer price target despite a recent downgrade and only a modest target increase of 2 GBp from Citi. Analyst Commentary Recent commentary on Persimmon has been mixed, with one downgrade offset by a small target lift.
GRG
UK£15.99
Greggs
7D
-6.2%
1Y
-23.3%

GRG: Store Expansion And Brand Loyalty Will Support Future Upside Despite Trimmed Assumptions

Analysts have trimmed their price targets for Greggs to around £20.60 to £21.70 per share, reflecting updated assumptions on discount rates, revenue, profit margins and future P/E multiples while still viewing the shares positively overall. Analyst Commentary Recent research updates show that while target prices have been trimmed, several bullish analysts still see room for upside in Greggs shares at current levels.
KGF
UK£3.53
Kingfisher
7D
1.6%
1Y
39.8%

KGF: Higher Earnings Multiple Will Magnify Risks From Softer Profit Margins

Analysts have revised their Kingfisher price targets, reflecting slightly different assumptions for the discount rate, modestly adjusted expectations for revenue growth and profit margins, and an updated future P/E multiple now estimated at about 13.63x. Valuation Changes Fair Value: Modelled fair value remains unchanged at 2.4, indicating no adjustment to the core valuation output.
JD.
UK£0.81
JD Sports Fashion
7D
-2.3%
1Y
-6.6%

JD.: Recent £100m Buyback Will Support Future Earnings Multiple

Analysts have trimmed their price targets on JD Sports Fashion, with Citi and Deutsche Bank each cutting their views by £0.01 and £0.10 respectively. They now see slightly higher fair value and P/E assumptions, while modestly adjusting their views on growth, margins and discount rates.
INCH
UK£8.57
Inchcape
7D
2.8%
1Y
31.2%

INCH: Lower Discount Rate And EPS Guidance Will Support Future Upside

Analysts have nudged their price target for Inchcape slightly higher to £9.53 from £9.46, citing updated assumptions around revenue growth, discount rates and future P/E multiples. Valuation Changes Fair Value: revised slightly higher from £9.46 to £9.53 per share.
ENT
UK£5.95
Entain
7D
-8.2%
1Y
-14.5%

ENT: Future Upside Will Depend On UK Gaming Tax Headwinds Easing

Analysts have reduced their fair value estimate for Entain from £8.59 to £8.00. This change reflects lower price targets across several firms and a slightly higher discount rate as they factor in UK gaming tax changes and more measured expectations for growth and margins.