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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies114
  • 7D0.08%
  • 3M3.4%
  • 1Y-12.8%
  • YTD-5.3%

Last week, the Consumer Discretionary industry hasn't moved much but NEXT is up 3.8% in that time. Unfortunately though, the industry is down 13% over the past 12 months. Looking forward, earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Jun 2026UK£157.7bUK£198.8bUK£6.2b13.9x25.6x0.8x
Sun, 10 May 2026UK£150.7bUK£195.8bUK£6.0b12.3x25.2x0.8x
Tue, 07 Apr 2026UK£147.1bUK£195.5bUK£6.0b11.7x24.4x0.8x
Thu, 05 Mar 2026UK£144.6bUK£182.5bUK£5.1b15.4x28.2x0.8x
Sat, 31 Jan 2026UK£148.0bUK£185.0bUK£5.2b14x28.2x0.8x
Mon, 29 Dec 2025UK£152.3bUK£185.6bUK£5.2b15x29.4x0.8x
Wed, 26 Nov 2025UK£152.5bUK£184.5bUK£4.9b15.6x31x0.8x
Fri, 24 Oct 2025UK£159.1bUK£183.2bUK£5.0b16.6x31.9x0.9x
Sun, 21 Sep 2025UK£153.8bUK£183.7bUK£4.9b15.2x31.2x0.8x
Tue, 19 Aug 2025UK£156.3bUK£183.8bUK£4.6b15.5x33.7x0.9x
Thu, 17 Jul 2025UK£157.7bUK£184.5bUK£4.9b15.7x32.1x0.9x
Sat, 14 Jun 2025UK£162.1bUK£183.8bUK£4.9b17.1x33x0.9x
Mon, 12 May 2025UK£160.8bUK£182.3bUK£4.9b16.4x33.1x0.9x
Wed, 09 Apr 2025UK£145.1bUK£187.2bUK£4.9b15.9x29.6x0.8x
Fri, 07 Mar 2025UK£154.9bUK£186.8bUK£5.6b14.3x27.9x0.8x
Sun, 02 Feb 2025UK£166.3bUK£190.9bUK£5.5b15.3x30.5x0.9x
Tue, 31 Dec 2024UK£162.8bUK£190.5bUK£5.4b16x30.2x0.9x
Thu, 28 Nov 2024UK£166.0bUK£190.4bUK£5.3b15.8x31.4x0.9x
Sat, 26 Oct 2024UK£169.9bUK£189.5bUK£5.9b16.6x28.8x0.9x
Mon, 23 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Wed, 21 Aug 2024UK£169.9bUK£191.1bUK£6.5b16.4x26x0.9x
Fri, 19 Jul 2024UK£164.1bUK£191.5bUK£6.3b15.8x26x0.9x
Sun, 16 Jun 2024UK£185.1bUK£202.6bUK£5.4b15.3x34.3x0.9x
Tue, 14 May 2024UK£195.4bUK£200.5bUK£5.2b16.5x37.5x1x
Thu, 11 Apr 2024UK£190.7bUK£205.0bUK£5.4b15.4x35.5x0.9x
Sat, 09 Mar 2024UK£190.6bUK£205.1bUK£5.9b15.6x32.2x0.9x
Mon, 05 Feb 2024UK£196.3bUK£223.4bUK£6.7b14.1x29.4x0.9x
Wed, 03 Jan 2024UK£198.0bUK£224.0bUK£6.6b14.2x29.9x0.9x
Fri, 01 Dec 2023UK£186.1bUK£223.6bUK£6.2b12.2x30x0.8x
Sun, 29 Oct 2023UK£179.6bUK£223.7bUK£6.0b11.9x30x0.8x
Tue, 26 Sep 2023UK£191.4bUK£223.0bUK£5.8b12.5x32.8x0.9x
Thu, 24 Aug 2023UK£191.8bUK£222.4bUK£6.0b12.6x31.8x0.9x
Sat, 22 Jul 2023UK£204.3bUK£214.2bUK£6.3b12.6x32.6x1x
Mon, 19 Jun 2023UK£201.4bUK£214.2bUK£6.2b13.8x32.4x0.9x
Price to Earnings Ratio

32.4x


Total Market Cap: UK£201.4bTotal Earnings: UK£6.2bTotal Revenue: UK£214.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.4x202420252026
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 25.6x which is lower than its 3-year average PE of 30.4x.
  • 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 2.5% 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 Market-0.78%
Consumer Discretionary0.082%
General Merchandise and Department Stores2.49%
Luxury1.29%
Specialty Stores0.88%
Leisure0.79%
Hospitality0.77%
Online Retail and Ecommerce0%0
Consumer Services-0.074%
Retail Distributors-0.84%
Auto-2.54%
Auto Components-5.25%
Consumer Durables-5.40%
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 82.0%, which is higher than its past year's earnings decline of 24.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 82% over the next 5 years.
  • This is better than its past earnings decline of 24% per year.
  • 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
CPG Compass GroupUS$34.184.2%
+US$2.3b		-1.6%PE28.8x
NXT NEXTUK£144.255.9%
+UK£913.2m		13.0%PE18.5x
IHG InterContinental Hotels GroupUS$166.452.9%
+US$693.5m		48.5%PE32.7x
ENT EntainUK£6.008.0%
+UK£285.4m		-20.1%PS0.7x
GAW Games Workshop GroupUK£197.904.3%
+UK£267.7m		19.7%PE31.7x

Latest News

SMWH
UK£4.19
WH Smith
7D
-17.5%
1Y
-62.4%
FRAS
UK£7.79
Frasers Group
7D
5.6%
1Y
8.7%
CPG
US$32.67
Compass Group
7D
0.5%
1Y
-6.8%
PSN
UK£10.17
Persimmon
7D
-6.0%
1Y
-27.7%
TW.
UK£0.74
Taylor Wimpey
7D
-4.0%
1Y
-39.9%
Narrative Update • Jun 10

TW.: Cost Controls And Strong Balance Sheet Will Support Future Upside

Analysts have reduced the Taylor Wimpey fair value estimate from £1.62 to £1.37, as a series of price target cuts and downgrades highlight concerns about rising build costs and softer pricing trends. Analyst Commentary Recent research has tilted more cautious on Taylor Wimpey, with a cluster of downgrades and lower price targets citing rising build costs and softer pricing.
DNLM
UK£7.98
Dunelm Group
7D
3.9%
1Y
-32.5%
Narrative Update • Jun 10

DNLM: Softer Consumer Data Is Expected To Support Future Re Rating

Narrative Update: Dunelm Group Analyst Price Target Shift The analyst price target for Dunelm Group has been reduced, reflecting a slightly lower fair value estimate of £11.04 from £11.31, as analysts factor in softer UK consumer confidence and slower recent retail spending, along with modest adjustments to revenue growth, profit margin assumptions, and future P/E expectations. Analyst Commentary Recent research on Dunelm Group highlights a mix of cautious and constructive views as analysts reassess valuation in light of softer UK consumer confidence and slower retail spending data.
BME
UK£1.98
B&M European Value Retail
7D
-5.0%
1Y
-24.3%
Analysis Article • Jun 10

Some Investors May Be Willing To Look Past B&M European Value Retail's (LON:BME) Soft Earnings

B&M European Value Retail plc's ( LON:BME ) stock was strong despite it releasing a soft earnings report last week. We...
BWY
UK£17.15
Bellway
7D
-6.2%
1Y
-42.5%
Narrative Update • Jun 09

BWY: Margin Recovery And Execution Will Support Future Re Rating

Bellway's analyst fair value estimate has shifted slightly lower to £36.43 from £37.43 as analysts factor in margin headwinds and pricing risks, which are reflected in recent price target cuts and rating changes across the sector. Analyst Commentary Recent Street research on Bellway points to a mixed backdrop, with some fresh caution around margins and pricing alongside selective optimism on execution and valuation support.
BRBY
UK£11.38
Burberry Group
7D
2.3%
1Y
1.2%
Narrative Update • Jun 09

BRBY: Future Returns Will Depend On Early Repositioning Amid Softer Outlook

Narrative update The analyst price target for Burberry Group has been revised to £1,560, a £30 trim from the prior £1,590. Analysts are weighing a softer revenue and margin outlook against views that the recent share pullback could offer an entry point and that the company is still early in its global repositioning.
BTRW
UK£2.42
Barratt Redrow
7D
-7.9%
1Y
-49.8%
Narrative Update • Jun 09

BTRW: Margin Discipline And Cost Control Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been reduced to £2.60 from £4.82, as analysts factor in margin headwinds, softer pricing assumptions, and slightly lower estimates for fair value, revenue growth, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts point to the upgraded rating earlier in the year as a sign that some see value support at current levels, even as sector sentiment has softened.
BKG
UK£33.16
Berkeley Group Holdings
7D
-4.7%
1Y
-23.3%
Narrative Update • Jun 07

BKG: Fair Value View Balances Pipeline Execution With Softer Revenue Expectations

The analyst price target for Berkeley Group Holdings has been reduced by about £1.77 per share, as analysts factor in softer revenue expectations alongside slightly stronger profit margins and a lower assumed P/E multiple. Analyst Commentary Recent Street research on Berkeley Group Holdings shows a mix of upgrades, downgrades, and price target cuts, reflecting a split view on how the stock’s valuation lines up with its execution and growth outlook.
IHG
US$160.40
InterContinental Hotels Group
7D
0.5%
1Y
40.6%
Narrative Update • Jun 05

IHG: Future Returns Will Rely On Operational Efficiencies And Disciplined Capital Allocation

Analysts have raised their price target on InterContinental Hotels Group stock to $154 from $141. The updated fair value of $153.48 reflects views on slightly adjusted discount rate inputs, a modestly lower revenue growth outlook, a small uptick in profit margin expectations, and a higher assumed future P/E.
NXT
UK£140.50
NEXT
7D
3.8%
1Y
11.3%
Narrative Update • Jun 05

NXT: Future Cash Returns Will Reflect Mixed Rating Shifts And Execution Risks

Analysts have trimmed their fair value estimate for NEXT slightly to about £147 from roughly £148, reflecting modest changes in the discount rate, revenue growth, profit margin and future P/E assumptions following mixed recent research, including an upgrade with a £14,000 price target and a separate price target cut. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade and £14,000 price target as support for the view that NEXT can justify a premium valuation multiple relative to the fair value estimate, assuming the company executes consistently on revenue and margin plans.
WTB
UK£23.18
Whitbread
7D
-2.6%
1Y
-18.1%
Narrative Update • Jun 04

WTB: Activist Pressure And Execution Risks Will Restrain Future Share Upside

Whitbread’s analyst price target has been adjusted to £21.00 per share, with recent mixed Street research and updated views on growth, margins and P/E assumptions prompting this recalibration by analysts. Analyst Commentary Recent Street research around Whitbread reflects mixed sentiment, but the adjustment to a £21.00 price target comes against a backdrop of several cautious moves on valuation and growth assumptions.
ENT
UK£5.93
Entain
7D
3.7%
1Y
-20.7%
Narrative Update • Jun 01

ENT: Rumored Takeover Interest And Dividend Policy Will Drive Future Repricing

Analysts have trimmed their average price targets for Entain by a few pounds, with recent changes including cuts from £1,055 to £1,028 and from £1,150 to £1,100. These revisions reflect updated views on growth, margins and appropriate P/E levels, while still indicating potential upside in the stock.
MAB
UK£2.42
Mitchells & Butlers
7D
4.3%
1Y
-13.7%