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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies115
  • 7D-2.5%
  • 3M-4.5%
  • 1Y-4.5%
  • YTD-5.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.2%, driven by pullbacks in NEXT and InterContinental Hotels Group of 2.8% and 2.9%, respectively. In contrast, Games Workshop Group has gained 13%. However, the industry is down 4.6% over the past year. Earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Nov 2025UK£149.5bUK£185.0bUK£4.9b15.7x30.4x0.8x
Sun, 19 Oct 2025UK£154.9bUK£182.9bUK£5.0b16.5x31.1x0.8x
Tue, 16 Sep 2025UK£154.4bUK£182.1bUK£4.8b15.2x32.2x0.8x
Thu, 14 Aug 2025UK£157.0bUK£183.4bUK£4.6b15.6x33.9x0.9x
Sat, 12 Jul 2025UK£162.1bUK£184.1bUK£4.9b15.9x33.1x0.9x
Mon, 09 Jun 2025UK£162.1bUK£183.7bUK£4.9b16.9x33.2x0.9x
Wed, 07 May 2025UK£161.5bUK£182.1bUK£4.8b16.3x33.5x0.9x
Fri, 04 Apr 2025UK£151.9bUK£186.3bUK£4.9b16x31.2x0.8x
Sun, 02 Mar 2025UK£160.3bUK£189.9bUK£5.3b14.6x30.3x0.8x
Tue, 28 Jan 2025UK£160.9bUK£190.7bUK£5.4b15.4x29.6x0.8x
Thu, 26 Dec 2024UK£163.8bUK£190.5bUK£5.4b15.9x30.4x0.9x
Sat, 23 Nov 2024UK£164.9bUK£190.1bUK£5.7b15.9x29.1x0.9x
Mon, 21 Oct 2024UK£172.4bUK£189.3bUK£5.9b17.5x29.3x0.9x
Wed, 18 Sep 2024UK£175.7bUK£188.0bUK£6.3b16.5x28x0.9x
Fri, 16 Aug 2024UK£170.3bUK£191.6bUK£6.5b16.3x26x0.9x
Sun, 14 Jul 2024UK£164.0bUK£191.4bUK£6.3b16.2x26x0.9x
Tue, 11 Jun 2024UK£191.7bUK£202.7bUK£5.4b15.6x35.2x0.9x
Thu, 09 May 2024UK£193.5bUK£200.6bUK£5.2b16.6x37.2x1x
Sat, 06 Apr 2024UK£189.0bUK£205.0bUK£5.0b15.1x37.5x0.9x
Mon, 04 Mar 2024UK£193.1bUK£203.4bUK£6.2b15.3x31x0.9x
Wed, 31 Jan 2024UK£198.9bUK£223.5bUK£6.6b14.3x30.3x0.9x
Fri, 29 Dec 2023UK£200.2bUK£224.0bUK£6.6b14x30.2x0.9x
Sun, 26 Nov 2023UK£188.6bUK£223.6bUK£6.2b12.2x30.3x0.8x
Tue, 24 Oct 2023UK£180.8bUK£223.7bUK£6.0b11.8x30.2x0.8x
Thu, 21 Sep 2023UK£196.2bUK£222.5bUK£5.8b12.6x33.9x0.9x
Sat, 19 Aug 2023UK£191.3bUK£217.6bUK£6.1b12.2x31.2x0.9x
Mon, 17 Jul 2023UK£199.3bUK£214.1bUK£6.3b12.8x31.9x0.9x
Wed, 14 Jun 2023UK£201.5bUK£214.3bUK£6.2b13.6x32.3x0.9x
Fri, 12 May 2023UK£206.6bUK£212.3bUK£6.5b12.8x31.6x1x
Sun, 09 Apr 2023UK£195.0bUK£208.1bUK£7.1b12x27.6x0.9x
Tue, 07 Mar 2023UK£201.9bUK£209.7bUK£8.3b12.8x24.4x1x
Thu, 02 Feb 2023UK£196.1bUK£206.7bUK£8.2b12.8x24x0.9x
Sat, 31 Dec 2022UK£171.3bUK£202.9bUK£8.1b10.8x21.2x0.8x
Mon, 28 Nov 2022UK£175.3bUK£201.5bUK£8.5b10.1x20.7x0.9x
Price to Earnings Ratio

20.7x


Total Market Cap: UK£175.3bTotal Earnings: UK£8.5bTotal Revenue: UK£201.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.1x202320242025
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 30.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 17% per year over the last three years,
  • Revenues have also declined 2.8% 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 Market-2.81%
Consumer Discretionary-2.47%
Leisure12.37%
Online Retail and Ecommerce0%0
Auto-0.17%
Hospitality-1.06%
Auto Components-1.34%
General Merchandise and Department Stores-2.76%
Consumer Services-2.80%
Retail Distributors-3.32%
Specialty Stores-4.76%
Consumer Durables-5.50%
Luxury-7.18%
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 45.0%, which is higher than its past year's earnings decline of 55.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 75% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 2.9% 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
GAW Games Workshop GroupUK£182.6012.5%
+UK£669.4m		55.9%PE30.7x
PPH PPHE Hotel GroupUK£17.7218.1%
+UK£113.8m		50.2%PE33.8x
TBTG Beauty Tech GroupUK£2.6516.7%
+UK£42.1m		n/aPE70.6x
DFS DFS FurnitureUK£1.611.6%
+UK£10.7m		21.2%PE15.6x
AURR Aurrigo InternationalUK£0.6925.5%
+UK£9.7m		11.3%PS5.7x

Latest News

TBTG
UK£2.65
Beauty Tech Group
7D
16.7%
1Y
n/a
JD.
UK£0.77
JD Sports Fashion
7D
-8.1%
1Y
-19.0%
GAW
UK£182.60
Games Workshop Group
7D
12.5%
1Y
55.9%
ABDP
UK£12.65
AB Dynamics
7D
2.4%
1Y
-35.8%
BKG
UK£37.16
Berkeley Group Holdings
7D
-6.3%
1Y
-12.6%

BKG: Steady Outlook Will Reflect Stable Margins And Earnings Guidance

Narrative Update on Berkeley Group Holdings Analysts have reaffirmed their price target for Berkeley Group Holdings at £43.85, maintaining their previous valuation as expectations for revenue growth and profit margins remain steady. This comes despite a slight uptick in the discount rate and future price-to-earnings ratio.
BTRW
UK£3.66
Barratt Redrow
7D
-5.3%
1Y
-9.2%

BTRW: Future Profit Margins Will Drive Share Performance Beyond Market Uncertainties

Barratt Redrow’s analyst price target has risen modestly, with recent adjustments reflecting a new consensus level. Analysts cite improved future profit margins and steady revenue growth forecasts as reasons for these changes.
CPG
UK£24.44
Compass Group
7D
-0.7%
1Y
-6.9%

CPG: Shares Poised For 20% Upside On European Expansion Momentum

Narrative Update on Compass Group Analysts have increased their price target for Compass Group from £28.12 to £28.64 per share, reflecting expectations of improved long-term growth and profitability. Analyst Commentary Bullish Takeaways Bullish analysts are emphasizing Compass Group's ongoing improvement in long-term EBITA growth and view it as a key driver for potential share price appreciation.
PPH
UK£17.72
PPHE Hotel Group
7D
18.1%
1Y
50.2%

PPH: City Of London Acquisition Will Drive Market Significance And Margin Upside

Analysts have raised their price target for PPHE Hotel Group from £19.55 to £22.03, citing improved expectations for revenue growth and profit margins. What's in the News PPHE Hotel Group has been added to the S&P Global BMI Index, reflecting its increased market significance.
BRBY
UK£11.33
Burberry Group
7D
-7.8%
1Y
29.1%
KGF
UK£2.88
Kingfisher
7D
-6.4%
1Y
-0.3%

Returns On Capital At Kingfisher (LON:KGF) Have Stalled

Nov 14
Returns On Capital At Kingfisher (LON:KGF) Have Stalled
IHG
UK£95.54
InterContinental Hotels Group
7D
-2.9%
1Y
-0.9%

IHG: Future Operating Resilience Will Face Headwinds From Ongoing U.S. RevPAR Pressure

InterContinental Hotels Group's analyst price target saw a modest increase of £0.09 to £92.89, as analysts point to the company's resilient business model and earnings visibility, even as U.S. RevPAR continues to face pressure. Analyst Commentary Recent street research highlights a mixed outlook among analysts covering InterContinental Hotels Group, revealing nuanced views on the company’s valuation, growth potential, and operational resilience.
NXT
UK£138.70
NEXT
7D
-2.8%
1Y
45.2%

NXT: Improved Outlook Will Drive Dividends And Share Buybacks In 2025

The analyst price target for NEXT has increased from £129.56 to £138.64. This reflects improved revenue growth and profit margin forecasts, supported by multiple recent upward price target revisions from analysts.
PTEC
UK£2.40
Playtech
7D
1.3%
1Y
-66.8%

Playtech plc (LON:PTEC) Shares Slammed 26% But Getting In Cheap Might Be Difficult Regardless

Oct 31
Playtech plc (LON:PTEC) Shares Slammed 26% But Getting In Cheap Might Be Difficult Regardless
DFS
UK£1.61
DFS Furniture
7D
1.6%
1Y
21.2%

Shareholders Can Be Confident That DFS Furniture's (LON:DFS) Earnings Are High Quality

Oct 28
Shareholders Can Be Confident That DFS Furniture's (LON:DFS) Earnings Are High Quality
MARS
UK£0.48
Marston's
7D
2.0%
1Y
26.7%
AURR
UK£0.69
Aurrigo International
7D
25.5%
1Y
11.3%