Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedAug 05, 2026
DataAggregated Company Financials
Companies114
  • 7D-0.4%
  • 3M9.6%
  • 1Y-2.4%
  • YTD-0.2%

The Consumer Discretionary is pretty flat in the last 7 days, but NEXT has stood out, gaining 3.2%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Aug 2026UK£165.1bUK£200.0bUK£6.3b15x26.3x0.8x
Fri, 03 Jul 2026UK£161.4bUK£198.6bUK£6.3b14.1x25.7x0.8x
Sun, 31 May 2026UK£157.2bUK£198.6bUK£6.2b14.3x25.2x0.8x
Tue, 28 Apr 2026UK£150.2bUK£195.5bUK£6.1b12.1x24.8x0.8x
Thu, 26 Mar 2026UK£133.5bUK£183.4bUK£5.2b12x25.6x0.7x
Sat, 21 Feb 2026UK£149.6bUK£181.8bUK£5.4b14.6x27.9x0.8x
Mon, 19 Jan 2026UK£151.6bUK£185.9bUK£5.2b14.9x29.1x0.8x
Wed, 17 Dec 2025UK£151.1bUK£185.8bUK£5.2b15.7x29.1x0.8x
Fri, 14 Nov 2025UK£153.5bUK£184.5bUK£4.9b16x31.2x0.8x
Sun, 12 Oct 2025UK£153.3bUK£182.9bUK£5.0b15.5x30.8x0.8x
Tue, 09 Sep 2025UK£156.1bUK£182.3bUK£4.9b15.8x32.2x0.9x
Thu, 07 Aug 2025UK£160.6bUK£184.0bUK£4.7b15.9x34.2x0.9x
Sat, 05 Jul 2025UK£160.8bUK£183.9bUK£4.9b16.1x32.8x0.9x
Mon, 02 Jun 2025UK£163.6bUK£183.9bUK£4.9b17.4x33.3x0.9x
Wed, 30 Apr 2025UK£155.7bUK£182.1bUK£4.9b16x31.9x0.9x
Fri, 28 Mar 2025UK£152.9bUK£186.6bUK£4.9b15.6x31.4x0.8x
Sun, 23 Feb 2025UK£162.1bUK£189.7bUK£5.4b15.2x30.3x0.9x
Tue, 21 Jan 2025UK£160.2bUK£191.3bUK£5.4b15.6x29.5x0.8x
Thu, 19 Dec 2024UK£165.5bUK£190.0bUK£5.4b15.7x30.8x0.9x
Sat, 16 Nov 2024UK£165.1bUK£189.9bUK£5.7b16.4x29.2x0.9x
Mon, 14 Oct 2024UK£168.1bUK£189.7bUK£6.1b17.5x27.7x0.9x
Wed, 11 Sep 2024UK£170.8bUK£189.2bUK£6.3b16.1x27x0.9x
Fri, 09 Aug 2024UK£164.7bUK£191.9bUK£6.1b15.9x27x0.9x
Sun, 07 Jul 2024UK£160.7bUK£191.8bUK£6.3b16x25.4x0.8x
Tue, 04 Jun 2024UK£192.4bUK£202.3bUK£5.1b16.3x37.9x1x
Thu, 02 May 2024UK£186.5bUK£200.9bUK£5.2b16.1x36.1x0.9x
Sat, 30 Mar 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Mon, 26 Feb 2024UK£193.2bUK£204.0bUK£6.3b15.4x30.6x0.9x
Wed, 24 Jan 2024UK£194.2bUK£223.5bUK£6.6b14x29.6x0.9x
Fri, 22 Dec 2023UK£200.8bUK£224.0bUK£6.6b14.1x30.3x0.9x
Sun, 19 Nov 2023UK£189.4bUK£224.0bUK£6.1b12.6x31.1x0.8x
Tue, 17 Oct 2023UK£185.0bUK£223.6bUK£5.8b12.1x31.9x0.8x
Thu, 14 Sep 2023UK£195.8bUK£222.3bUK£6.1b12.5x32x0.9x
Sat, 12 Aug 2023UK£198.8bUK£217.7bUK£6.1b12.2x32.7x0.9x
Price to Earnings Ratio

32.7x


Total Market Cap: UK£198.8bTotal Earnings: UK£6.1bTotal Revenue: UK£217.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.1x202420252026
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 26.3x which is lower than its 3-year average PE of 30.1x.
  • 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 2.8% 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 Market0.42%
Consumer Discretionary-0.40%
Luxury3.22%
Consumer Durables2.45%
Retail Distributors1.88%
Specialty Stores0.72%
Online Retail and Ecommerce0%0
Hospitality-0.43%
Auto Components-1.60%
General Merchandise and Department Stores-2.33%
Leisure-4.94%
Consumer Services-5.08%
Auto-5.32%
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 58.7%, which is higher than its past year's earnings decline of 24.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 60% 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
NXT NEXTUK£156.603.2%
+UK£547.9m		29.2%PE20.1x
BTRW Barratt RedrowUK£3.157.3%
+UK£300.2m		-17.2%PE20.4x
KGF KingfisherUK£3.233.8%
+UK£192.6m		17.9%PE21.7x
CPG Compass GroupUS$33.100.5%
+US$255.0m		-6.4%PE27.9x
BKG Berkeley Group HoldingsUK£35.843.3%
+UK£104.5m		-2.9%PE10.3x

Latest News

NXT
UK£156.60
NEXT
7D
3.2%
1Y
29.2%
CPG
US$33.10
Compass Group
7D
0.5%
1Y
-6.4%
WOSG
UK£7.45
Watches of Switzerland Group
7D
4.3%
1Y
113.1%
PSON
UK£12.39
Pearson
7D
-6.6%
1Y
14.4%
BTRW
UK£3.15
Barratt Redrow
7D
7.3%
1Y
-17.2%
Narrative Update • Aug 04

BTRW: Capital Returns And Balance Sheet Strength Will Underpin Future Upside

Barratt Redrow's analyst price targets have edged lower, with a modest reduction in fair value from £4.38 to £4.10 as analysts factor in slightly lower profit margin assumptions and trim targets across the sector, while largely maintaining constructive ratings on the stock. Analyst Commentary Recent research on Barratt Redrow points to a more cautious set of price targets, but with several Bullish analysts still seeing appeal in the stock at current valuation levels.
BWY
UK£20.84
Bellway
7D
4.6%
1Y
-16.9%
VTY
UK£2.73
Vistry Group
7D
-7.3%
1Y
-55.7%
Narrative Update • Aug 03

VTY: Cash Generation Focus And Incentives Will Support Future Rerating

Analysts have reduced the fair value estimate for Vistry Group to £5.37 from £6.14, reflecting a series of lower price targets across the Street as they factor in softer revenue growth assumptions, slimmer profit margins and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on Vistry Group points to a more cautious tone on earnings and margins, but it also highlights areas where execution on cash generation and capital discipline could support valuation over time.
CURY
UK£1.63
Currys
7D
-3.2%
1Y
45.0%
GRG
UK£19.33
Greggs
7D
-3.4%
1Y
20.2%
GAW
UK£190.10
Games Workshop Group
7D
-4.2%
1Y
18.9%
SSPG
UK£2.12
SSP Group
7D
5.4%
1Y
25.5%
ENT
UK£5.37
Entain
7D
-4.2%
1Y
-46.8%
PTEC
UK£3.66
Playtech
7D
-6.2%
1Y
-15.7%
Narrative Update • Jul 24

PTEC: Higher Forward P/E Assumptions Will Pressure Overvalued Shares

The analyst price target for Playtech has been raised, with the updated fair value estimate moving from £2.15 to £2.88 per share, as analysts point to adjusted assumptions on revenue growth, discount rate, profit margin and future P/E in light of recent target increases from several banks. Analyst Commentary Recent Street research on Playtech shows a split in opinion, with several firms lifting their price targets but expressing different levels of conviction on where the stock should trade.
JD.
UK£0.93
JD Sports Fashion
7D
-2.1%
1Y
8.3%
BKG
UK£35.84
Berkeley Group Holdings
7D
3.3%
1Y
-2.9%
Narrative Update • Jul 21

BKG: Index Reclassification And Higher P/E Assumptions May Support Upside

Analysts have reduced their fair value estimate for Berkeley Group Holdings from £50.08 to £48.00. This adjustment reflects recent cuts to Street price targets, slightly lower profit-margin expectations, a shift to declining revenue growth, and a higher assumed future P/E multiple.
KGF
UK£3.23
Kingfisher
7D
3.8%
1Y
17.9%
Narrative Update • Jul 07

KGF: Execution And Leadership Uncertainty Will Pressure Future Share Returns

Kingfisher's analyst price target has been trimmed by £0.10. This reflects modestly lower fair value assumptions and revenue growth expectations, partly balanced by slightly firmer profit margin and P/E inputs cited by recent analysts.