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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedApr 27, 2024
DataAggregated Company Financials
Companies135
  • 7D1.1%
  • 3M-2.7%
  • 1Y-6.1%
  • YTD-2.2%

Compass Group is up 1.2%, leading the way for the Consumer Discretionary industry, which has gained 1.1%. During this same period, the Pinewood Technologies Group underperformed, falling 59%. In the past year, the industry is down 6.1%. Looking forward, earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Apr 2024UK£187.8bUK£200.8bUK£5.3b16.2x35.7x0.9x
Mon, 25 Mar 2024UK£194.4bUK£205.4bUK£6.0b14.9x32.5x0.9x
Wed, 21 Feb 2024UK£193.3bUK£204.1bUK£6.3b15.1x30.6x0.9x
Fri, 19 Jan 2024UK£194.6bUK£223.7bUK£6.6b13.7x29.4x0.9x
Sun, 17 Dec 2023UK£197.1bUK£224.0bUK£6.6b14x29.8x0.9x
Tue, 14 Nov 2023UK£185.8bUK£223.9bUK£6.1b12.4x30.3x0.8x
Thu, 12 Oct 2023UK£187.9bUK£223.6bUK£5.8b12x32.4x0.8x
Sat, 09 Sep 2023UK£194.4bUK£221.6bUK£6.0b12.3x32.4x0.9x
Mon, 07 Aug 2023UK£201.7bUK£216.2bUK£6.5b12.1x31x0.9x
Wed, 05 Jul 2023UK£199.2bUK£214.6bUK£6.2b12.8x32.3x0.9x
Fri, 02 Jun 2023UK£201.0bUK£214.3bUK£6.3b13.9x32x0.9x
Sun, 30 Apr 2023UK£207.3bUK£207.9bUK£6.5b12.7x31.7x1x
Tue, 28 Mar 2023UK£191.3bUK£207.7bUK£7.0b11.9x27.1x0.9x
Thu, 23 Feb 2023UK£198.5bUK£207.1bUK£8.2b12.5x24.3x1x
Sat, 21 Jan 2023UK£193.6bUK£206.5bUK£8.5b11.9x22.7x0.9x
Mon, 19 Dec 2022UK£170.2bUK£203.0bUK£8.2b10.6x20.7x0.8x
Wed, 16 Nov 2022UK£174.2bUK£196.6bUK£8.1b9.9x21.5x0.9x
Fri, 14 Oct 2022UK£416.7bUK£194.7bUK£8.1b8x51.6x2.1x
Sun, 11 Sep 2022UK£169.1bUK£191.9bUK£8.7b10.3x19.5x0.9x
Tue, 09 Aug 2022UK£178.3bUK£189.7bUK£8.9b12.1x19.9x0.9x
Thu, 07 Jul 2022UK£164.2bUK£184.1bUK£8.2b11.5x20.1x0.9x
Sat, 04 Jun 2022UK£181.6bUK£185.7bUK£8.5b13.1x21.3x1x
Mon, 02 May 2022UK£178.8bUK£179.1bUK£7.6b14.5x23.4x1x
Wed, 30 Mar 2022UK£191.3bUK£176.9bUK£6.8b14.9x28.1x1.1x
Fri, 25 Feb 2022UK£197.5bUK£185.3bUK£6.6b15x29.8x1.1x
Sun, 23 Jan 2022UK£222.0bUK£185.8bUK£6.4b16.6x34.6x1.2x
Tue, 21 Dec 2021UK£226.9bUK£186.3bUK£6.4b17.5x35.5x1.2x
Thu, 18 Nov 2021UK£214.3bUK£174.6bUK£5.4b19.3x39.7x1.2x
Sat, 16 Oct 2021UK£207.1bUK£169.4bUK£3.7b18.8x56.6x1.2x
Mon, 13 Sep 2021UK£219.6bUK£166.5bUK£2.3b23.3x93.7x1.3x
Wed, 11 Aug 2021UK£222.6bUK£162.3bUK£1.9b24.2x116.1x1.4x
Sun, 06 Jun 2021UK£221.5bUK£158.2bUK£985.0m24.7x224.9x1.4x
Price to Earnings Ratio

237.7x


Total Market Cap: UK£220.8bTotal Earnings: UK£928.8mTotal Revenue: UK£158.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 48.1x202220232024
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 35.7x which is lower than its 3-year average PE of 48.1x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.94x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 78% per year over the last three years.
  • Revenues for these companies have grown 8.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary sector?

GB Market2.84%
Consumer Discretionary1.11%
Retail Distributors8.59%
General Merchandise and Department Stores3.94%
Consumer Durables3.14%
Luxury2.81%
Leisure0.48%
Hospitality0.31%
Auto Components0.18%
Auto0.12%
Online Retail and Ecommerce0%
Specialty Stores-0.77%
Consumer Services-1.01%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 43.5x.
    • Analysts are expecting annual earnings growth of 31.9%, which is higher than its past year's earnings decline of 4.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 74% over the next 5 years.
  • In contrast, the Luxury industry is expected to see its earnings grow by 2.6% 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
CPG Compass GroupUK£22.291.2%
+UK£442.3m		6.3%PE28.9x
NXT NEXTUK£91.203.9%
+UK£417.5m		35.3%PE13.7x
IHG InterContinental Hotels GroupUK£80.342.8%
+UK£345.5m		47.1%PE21.7x
INCH InchcapeUK£7.959.4%
+UK£282.2m		-1.7%PE12.1x
VTY Vistry GroupUK£11.745.4%
+UK£203.0m		50.0%PE17.9x
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UK£7.95

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UK£5.28

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UK£80.34

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47.1%

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UK£47.02

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GRG

UK£27.00

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-2.2%

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-4.2%

VTY

UK£11.74

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5.4%

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UK£91.20

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UK£1.95

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-18.8%

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CPG

UK£22.29

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1.2%

1Y

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0.6%

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