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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies117
  • 7D2.0%
  • 3M0.7%
  • 1Y1.9%
  • YTD2.0%

In the last week, the Consumer Discretionary industry is up 2.0%, with NEXT up 5.9%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026UK£155.5bUK£185.8bUK£5.2b15.3x29.9x0.8x
Tue, 09 Dec 2025UK£150.5bUK£186.2bUK£5.2b15.2x28.7x0.8x
Thu, 06 Nov 2025UK£155.0bUK£183.8bUK£4.9b16x31.7x0.8x
Sat, 04 Oct 2025UK£156.7bUK£182.4bUK£5.0b15.4x31.5x0.9x
Mon, 01 Sep 2025UK£154.5bUK£182.4bUK£4.9b15.4x31.7x0.8x
Wed, 30 Jul 2025UK£161.2bUK£184.0bUK£4.8b15.8x33.3x0.9x
Fri, 27 Jun 2025UK£160.4bUK£183.4bUK£4.8b16.8x33.3x0.9x
Sun, 25 May 2025UK£164.2bUK£183.7bUK£4.9b17.3x33.4x0.9x
Tue, 22 Apr 2025UK£153.3bUK£182.9bUK£4.8b15.8x32x0.8x
Thu, 20 Mar 2025UK£153.0bUK£186.8bUK£5.5b14.6x28x0.8x
Sat, 15 Feb 2025UK£165.6bUK£189.8bUK£5.4b15.5x30.9x0.9x
Mon, 13 Jan 2025UK£157.9bUK£190.6bUK£5.4b15.4x29.2x0.8x
Wed, 11 Dec 2024UK£168.4bUK£190.0bUK£5.3b16x31.5x0.9x
Fri, 08 Nov 2024UK£168.0bUK£189.2bUK£5.9b16.3x28.4x0.9x
Sun, 06 Oct 2024UK£170.6bUK£189.6bUK£6.1b17.5x28.2x0.9x
Tue, 03 Sep 2024UK£171.2bUK£188.9bUK£6.4b16.7x26.9x0.9x
Thu, 01 Aug 2024UK£169.9bUK£191.7bUK£6.2b16.3x27.5x0.9x
Sat, 29 Jun 2024UK£157.9bUK£192.3bUK£6.4b15.9x24.8x0.8x
Mon, 27 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Wed, 24 Apr 2024UK£189.7bUK£204.6bUK£5.3b15.7x35.7x0.9x
Fri, 22 Mar 2024UK£194.3bUK£205.4bUK£6.0b15x32.4x0.9x
Sun, 18 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Tue, 16 Jan 2024UK£193.4bUK£224.0bUK£6.6b14x29.2x0.9x
Thu, 14 Dec 2023UK£192.8bUK£224.3bUK£6.1b13.8x31.6x0.9x
Sat, 11 Nov 2023UK£183.2bUK£223.9bUK£6.1b12.3x29.9x0.8x
Mon, 09 Oct 2023UK£186.5bUK£223.6bUK£5.8b12.2x32.2x0.8x
Wed, 06 Sep 2023UK£194.4bUK£221.9bUK£6.1b12.6x32.1x0.9x
Fri, 04 Aug 2023UK£199.7bUK£216.2bUK£6.5b12.2x30.7x0.9x
Sun, 02 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Tue, 30 May 2023UK£201.6bUK£214.2bUK£6.3b13.3x31.9x0.9x
Thu, 27 Apr 2023UK£206.2bUK£207.9bUK£6.6b12.8x31.1x1x
Sat, 25 Mar 2023UK£190.0bUK£207.7bUK£7.0b11.7x26.9x0.9x
Mon, 20 Feb 2023UK£201.6bUK£207.1bUK£8.2b12.5x24.7x1x
Wed, 18 Jan 2023UK£194.5bUK£206.6bUK£8.5b11.7x22.8x0.9x
Price to Earnings Ratio

22.8x


Total Market Cap: UK£194.5bTotal Earnings: UK£8.5bTotal Revenue: UK£206.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.5x202420252026
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 30.5x.
  • 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 15% per year over the last three years,
  • Revenues have also declined 3.5% 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 Market1.88%
Consumer Discretionary2.01%
Auto Components5.99%
General Merchandise and Department Stores5.68%
Consumer Services4.62%
Consumer Durables2.06%
Specialty Stores1.79%
Leisure1.71%
Luxury1.63%
Retail Distributors0.90%
Hospitality0.73%
Online Retail and Ecommerce0%0
Auto-2.87%
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 32.8% 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 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£143.355.9%
+UK£929.6m		53.3%PE21x
PSON PearsonUK£10.604.0%
+UK£257.2m		-18.0%PE15.3x
CPG Compass GroupUK£23.450.5%
+UK£187.0m		-13.1%PE28.6x
WTB WhitbreadUK£26.343.8%
+UK£159.6m		-8.0%PE17.7x
VTY Vistry GroupUK£6.876.9%
+UK£140.6m		32.1%PE60.3x

Latest News

NXT
UK£143.35
NEXT
7D
5.9%
1Y
53.3%
PSN
UK£13.97
Persimmon
7D
2.7%
1Y
29.7%

PSN: Contract Discipline And Higher P/E Assumptions Will Support Future Upside

Analysts have nudged their fair value estimate for Persimmon up from £14.63 to about £15.76, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, as they refine their models following recent sector research. Analyst Commentary Recent research on a peer in a different sector highlights how markets can react strongly to contract news and changing expectations, which is useful context when thinking about Persimmon's refined fair value range.
GRG
UK£16.36
Greggs
7D
-2.4%
1Y
-21.4%

GRG: Margin And P/E Repricing Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Greggs from £19.43 to £18.91, reflecting slightly higher discount rates, somewhat softer revenue growth and profit margins, and a marginally higher assumed future P/E multiple. Valuation Changes Fair value estimate reduced slightly from £19.43 to £18.91 per share.
PSON
UK£10.60
Pearson
7D
4.0%
1Y
-18.0%
CPG
UK£23.45
Compass Group
7D
0.5%
1Y
-13.1%
KGF
UK£3.23
Kingfisher
7D
2.0%
1Y
39.7%

KGF: Fair Value View Will See Shares Track Modest Repricing Risk

Analysts have nudged their price target for Kingfisher higher to £3.09 from £3.04, reflecting small adjustments to fair value, discount rate assumptions, revenue growth expectations, profit margin outlook and future P/E forecasts. Valuation Changes Fair Value: revised slightly higher from £3.04 to £3.09.
VTY
UK£6.87
Vistry Group
7D
6.9%
1Y
32.1%

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Jan 08
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JD.
UK£0.84
JD Sports Fashion
7D
-1.7%
1Y
-12.8%

JD.: Completed £100m Buyback Will Support Medium-Term Shareholder Returns

Analysts have trimmed their price target on JD Sports Fashion to reflect a fair value of £1.15 versus £1.20 previously, citing slightly lower assumptions for revenue growth and profit margins, as well as a modestly higher discount rate, partly balanced by a higher future P/E multiple. What's in the News JD Sports Fashion completed a share buyback program running from August 27, 2025 to December 17, 2025, repurchasing 115,071,637 shares for £100 million, equivalent to 2.24% of its share capital (Key Developments).
IHG
US$137.70
InterContinental Hotels Group
7D
-0.5%
1Y
12.6%
WTB
UK£26.34
Whitbread
7D
3.8%
1Y
-8.0%
ENT
UK£7.64
Entain
7D
-0.9%
1Y
22.4%

ENT: Future Upside Will Rely On UK Gaming Tax Overreaction Easing

Analysts have adjusted their expectations for Entain, with Street price targets broadly reset in a tighter range. Changes include a revision to £8.32 from £9.17 at HSBC.
DEBS
UK£0.21
boohoo group
7D
-6.5%
1Y
-30.8%

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Jan 03
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GAW
UK£187.60
Games Workshop Group
7D
1.7%
1Y
39.5%

Is It Time To Consider Buying Games Workshop Group PLC (LON:GAW)?

Jan 03
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SNWS
UK£0.69
Smiths News
7D
-10.8%
1Y
20.1%
AML
UK£0.63
Aston Martin Lagonda Global Holdings
7D
-2.9%
1Y
-39.5%
SSPG
UK£1.98
SSP Group
7D
-3.6%
1Y
16.3%

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Dec 29
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