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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies115
  • 7D2.5%
  • 3M-10.3%
  • 1Y-1.9%
  • YTD-8.8%

Over the last 7 days, the Consumer Discretionary industry has risen 1.1%, driven by gains from Compass Group of 3.0%. Meanwhile, Berkeley Group Holdings actually underperformed within the industry, shrinking 6.6% in the last week. However, the industry is down 7.8% 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
Thu, 09 Apr 2026UK£150.9bUK£195.5bUK£6.0b12.2x25.1x0.8x
Sat, 07 Mar 2026UK£143.6bUK£182.8bUK£5.2b14.3x27.7x0.8x
Mon, 02 Feb 2026UK£148.0bUK£185.1bUK£5.2b14x28.2x0.8x
Wed, 31 Dec 2025UK£153.6bUK£185.6bUK£5.2b15.7x29.6x0.8x
Fri, 28 Nov 2025UK£153.7bUK£186.1bUK£5.1b15.2x30.2x0.8x
Sun, 26 Oct 2025UK£161.0bUK£183.2bUK£5.0b16.4x32.3x0.9x
Tue, 23 Sep 2025UK£152.9bUK£183.6bUK£4.9b15.2x31.1x0.8x
Thu, 21 Aug 2025UK£159.6bUK£183.9bUK£4.6b15.5x34.4x0.9x
Sat, 19 Jul 2025UK£160.2bUK£184.2bUK£4.9b15.8x32.7x0.9x
Mon, 16 Jun 2025UK£162.0bUK£183.8bUK£4.9b17.1x33x0.9x
Wed, 14 May 2025UK£162.8bUK£182.3bUK£4.9b16.8x33.5x0.9x
Fri, 11 Apr 2025UK£147.5bUK£186.7bUK£4.9b15.9x30.2x0.8x
Sun, 09 Mar 2025UK£155.4bUK£186.8bUK£5.6b14.4x27.9x0.8x
Tue, 04 Feb 2025UK£166.3bUK£191.0bUK£5.5b15.3x30.5x0.9x
Thu, 02 Jan 2025UK£164.2bUK£190.5bUK£5.4b15.9x30.5x0.9x
Sat, 30 Nov 2024UK£166.7bUK£190.1bUK£5.4b15.7x30.8x0.9x
Mon, 28 Oct 2024UK£169.9bUK£189.5bUK£5.9b16.6x28.8x0.9x
Wed, 25 Sep 2024UK£172.8bUK£188.4bUK£6.3b17.1x27.6x0.9x
Fri, 23 Aug 2024UK£169.7bUK£189.1bUK£6.4b16.5x26.6x0.9x
Sun, 21 Jul 2024UK£163.0bUK£191.4bUK£6.2b15.8x26.3x0.9x
Tue, 18 Jun 2024UK£186.5bUK£202.6bUK£5.4b15.3x34.5x0.9x
Thu, 16 May 2024UK£196.5bUK£200.8bUK£5.1b16.3x38.3x1x
Sat, 13 Apr 2024UK£188.5bUK£205.0bUK£5.4b15.6x35.1x0.9x
Mon, 11 Mar 2024UK£190.5bUK£205.1bUK£5.9b15.6x32.2x0.9x
Wed, 07 Feb 2024UK£192.0bUK£205.2bUK£6.7b14.4x28.6x0.9x
Fri, 05 Jan 2024UK£194.8bUK£224.0bUK£6.6b14.2x29.4x0.9x
Sun, 03 Dec 2023UK£188.6bUK£223.8bUK£6.2b12.6x30.5x0.8x
Tue, 31 Oct 2023UK£180.9bUK£223.7bUK£6.0b11.9x30.2x0.8x
Thu, 28 Sep 2023UK£190.3bUK£223.0bUK£5.8b12.6x32.7x0.9x
Sat, 26 Aug 2023UK£192.0bUK£222.5bUK£6.0b12.4x31.8x0.9x
Mon, 24 Jul 2023UK£204.3bUK£214.2bUK£6.3b12.6x32.6x1x
Wed, 21 Jun 2023UK£201.7bUK£214.2bUK£6.2b12.8x32.6x0.9x
Fri, 19 May 2023UK£209.4bUK£213.5bUK£6.3b13.6x33.2x1x
Sun, 16 Apr 2023UK£199.8bUK£208.2bUK£7.1b12.8x28.3x1x
Price to Earnings Ratio

28.3x


Total Market Cap: UK£199.8bTotal Earnings: UK£7.1bTotal Revenue: UK£208.2bTotal 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 24.1x 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 0.87x.
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 Market2.47%
Consumer Discretionary2.48%
Auto8.32%
Leisure6.51%
Consumer Durables4.97%
Specialty Stores4.37%
Luxury3.69%
Retail Distributors3.64%
General Merchandise and Department Stores3.09%
Consumer Services2.03%
Auto Components1.57%
Hospitality0.18%
Online Retail and Ecommerce0%0
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
IHG InterContinental Hotels GroupUS$140.105.6%
+US$1.1b		47.6%PE27.6x
NXT NEXTUK£133.152.7%
+UK£395.5m		21.4%PE17.2x
GAW Games Workshop GroupUK£187.506.5%
+UK£380.0m		44.0%PE30x
BKG Berkeley Group HoldingsUK£34.2410.3%
+UK£298.7m		-5.0%PE8.8x
PSN PersimmonUK£11.757.5%
+UK£263.2m		8.3%PE13.2x

Latest News

GAW
UK£187.50
Games Workshop Group
7D
6.5%
1Y
44.0%
BWY
UK£20.60
Bellway
7D
8.6%
1Y
-4.9%

BWY: Earnings Execution And Margins Will Support Higher Future Pricing

Bellway’s analyst fair value estimate has shifted from £36.26 to £37.43, as analysts factor in updated assumptions on the discount rate, revenue growth, profit margins and future P/E following a mix of recent price target cuts and one upgrade. Analyst Commentary Recent Street research on Bellway has been mixed, with one upgrade and several price target revisions.
NXT
UK£133.15
NEXT
7D
2.7%
1Y
21.4%

NXT: Future Cash Returns Will Depend On Sustained Margin And Discount Rate Support

Analysts have nudged their price target on NEXT higher to £18,000 from £17,800. This reflects updated views on discount rates, long term margins and P/E assumptions, alongside a modestly revised fair value estimate.
WTB
UK£24.80
Whitbread
7D
5.3%
1Y
3.9%

WTB: Share Buybacks And P E Framework Will Support Future Earnings Power

The analyst price target for Whitbread has been trimmed by £0.06 per share, as analysts factor in a slightly higher discount rate, more cautious assumptions on revenue growth and profit margins, and a higher future P/E multiple following a series of recent price target adjustments and a downgrade across the Street. Analyst Commentary Recent Street research on Whitbread has been mixed, with several price target adjustments and at least one downgrade, but there are still some clear pockets of optimism that matter for valuation and execution expectations.
BKG
UK£34.24
Berkeley Group Holdings
7D
10.3%
1Y
-5.0%
TW.
UK£0.88
Taylor Wimpey
7D
-0.4%
1Y
-13.5%

TW.: Mixed Rating Shifts And Capital Returns Will Shape Future Share Pricing

Narrative update The updated analyst price target for Taylor Wimpey now reflects a mixed set of moves across the Street, with recent cuts to some targets such as £120 and £95, alongside increases up to £155 and £111, as analysts factor in modest changes to discount rates, revenue growth assumptions and profit margins. Analyst Commentary Recent research on Taylor Wimpey shows a split picture, with some firms adjusting targets higher while others are trimming expectations or turning more cautious.
PSN
UK£11.75
Persimmon
7D
7.5%
1Y
8.3%

PSN: Forward Order Book Progress Will Support Future Completion Volumes

Analysts have lifted Persimmon's price target slightly, with recent moves such as Morgan Stanley's increase to £16.10 and Barclays' to £15.14, supported by modestly lower fair value estimates and small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Persimmon points to a mixed but generally constructive view, with several price targets adjusted in a tight range and one downgrade adding a more cautious voice.
KGF
UK£3.03
Kingfisher
7D
4.9%
1Y
25.3%

KGF: Higher Fair Value Views Will Reflect AI Partnership Execution Potential

Analysts have lifted Kingfisher's fair value estimate, reflected in higher price targets, such as the move to £3.30 from £2.95, supported by updated assumptions on discount rate, profit margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a £3.30 price target as consistent with updated assumptions on P/E and margins, suggesting the current share price does not fully reflect their revised fair value work.
IHG
US$140.10
InterContinental Hotels Group
7D
5.6%
1Y
47.6%
CPG
US$29.14
Compass Group
7D
-1.4%
1Y
-5.2%

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?
DEBS
UK£0.18
boohoo group
7D
-1.4%
1Y
-13.8%
EVOK
UK£0.31
Evoke
7D
-4.9%
1Y
-27.4%

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.
HEAD
UK£0.32
Headlam Group
7D
-8.0%
1Y
-61.9%
ASC
UK£2.16
ASOS
7D
-2.5%
1Y
-13.6%

ASC: Higher Assumed Margins And Lower P/E Will Support Share Recovery

ASOS's analyst price target has edged higher to £3.28 per share, with analysts pointing to slightly better assumed profit margins and a lower forward P/E multiple in their refreshed models. Valuation Changes Fair Value: Modelled fair value is unchanged at £3.28 per share.
TUNE
UK£1.64
Focusrite
7D
-5.7%
1Y
17.1%
THW
UK£0.88
Daniel Thwaites
7D
-5.4%
1Y
15.1%