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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies117
  • 7D-1.4%
  • 3M-1.4%
  • 1Y-1.1%
  • YTD0.003%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.4%, driven by Pearson declining 8.0%. Meanwhile, Whitbread actually outperformed within the industry, gaining 9.0% in the last week. Over the last year, the industry has been flat overall. 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
Thu, 15 Jan 2026UK£152.4bUK£185.7bUK£5.2b15.1x29.3x0.8x
Sat, 13 Dec 2025UK£149.7bUK£186.0bUK£5.2b15.7x28.8x0.8x
Mon, 10 Nov 2025UK£152.7bUK£184.6bUK£4.9b15.2x31x0.8x
Wed, 08 Oct 2025UK£154.5bUK£182.6bUK£5.0b15.7x31x0.8x
Fri, 05 Sep 2025UK£154.4bUK£182.7bUK£4.9b15.5x31.7x0.8x
Sun, 03 Aug 2025UK£160.7bUK£184.2bUK£4.7b15.9x34.1x0.9x
Tue, 01 Jul 2025UK£161.8bUK£183.5bUK£4.8b16.8x33.5x0.9x
Thu, 29 May 2025UK£164.1bUK£183.9bUK£4.9b17.2x33.4x0.9x
Sat, 26 Apr 2025UK£153.3bUK£182.6bUK£4.8b15.9x31.7x0.8x
Mon, 24 Mar 2025UK£150.1bUK£187.0bUK£5.5b15.3x27.5x0.8x
Wed, 19 Feb 2025UK£164.3bUK£189.8bUK£5.4b15.3x30.7x0.9x
Fri, 17 Jan 2025UK£159.5bUK£191.5bUK£5.4b15.4x29.3x0.8x
Sun, 15 Dec 2024UK£167.6bUK£190.3bUK£5.4b15.8x31.1x0.9x
Tue, 12 Nov 2024UK£167.3bUK£189.5bUK£5.9b16.3x28.1x0.9x
Thu, 10 Oct 2024UK£168.6bUK£189.8bUK£6.1b17.5x27.8x0.9x
Sat, 07 Sep 2024UK£169.3bUK£189.0bUK£6.3b16.4x26.8x0.9x
Mon, 05 Aug 2024UK£166.2bUK£191.7bUK£6.1b16.1x27.2x0.9x
Wed, 03 Jul 2024UK£158.3bUK£192.2bUK£6.3b15.8x25x0.8x
Fri, 31 May 2024UK£191.5bUK£202.6bUK£5.1b15.9x37.7x0.9x
Sun, 28 Apr 2024UK£187.8bUK£200.8bUK£5.3b16.2x35.7x0.9x
Tue, 26 Mar 2024UK£194.1bUK£205.3bUK£6.0b15.2x32.4x0.9x
Thu, 22 Feb 2024UK£192.6bUK£204.0bUK£6.3b15.1x30.5x0.9x
Sat, 20 Jan 2024UK£194.4bUK£223.7bUK£6.6b13.8x29.4x0.9x
Mon, 18 Dec 2023UK£197.1bUK£224.0bUK£6.6b14x29.7x0.9x
Wed, 15 Nov 2023UK£189.2bUK£223.9bUK£6.1b12.5x30.9x0.8x
Fri, 13 Oct 2023UK£187.2bUK£223.6bUK£5.8b12x32.3x0.8x
Sun, 10 Sep 2023UK£194.4bUK£221.6bUK£6.0b12.3x32.4x0.9x
Tue, 08 Aug 2023UK£201.1bUK£216.2bUK£6.5b12.2x30.9x0.9x
Thu, 06 Jul 2023UK£197.2bUK£214.3bUK£6.2b12.7x31.8x0.9x
Sat, 03 Jun 2023UK£203.6bUK£214.4bUK£6.2b14x32.7x0.9x
Mon, 01 May 2023UK£207.3bUK£207.9bUK£6.5b12.7x31.7x1x
Wed, 29 Mar 2023UK£191.1bUK£205.9bUK£7.1b11.9x26.9x0.9x
Fri, 24 Feb 2023UK£199.7bUK£207.1bUK£8.2b12.7x24.5x1x
Sun, 22 Jan 2023UK£193.6bUK£206.5bUK£8.5b11.9x22.7x0.9x
Price to Earnings Ratio

22.7x


Total Market Cap: UK£193.6bTotal Earnings: UK£8.5bTotal Revenue: UK£206.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.6x202420252026
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 30.6x.
  • 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 Market1.35%
Consumer Discretionary-1.36%
Auto Components5.32%
Retail Distributors2.37%
Leisure1.24%
Online Retail and Ecommerce0%0
Hospitality-0.22%
Luxury-1.13%
Specialty Stores-1.14%
General Merchandise and Department Stores-1.59%
Auto-3.40%
Consumer Durables-3.63%
Consumer Services-7.84%
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 45.1%, 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 76% 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
WTB WhitbreadUK£27.939.0%
+UK£386.0m		-6.0%PE18.7x
INCH InchcapeUK£7.963.4%
+UK£93.6m		7.2%PE10.2x
DWL Dowlais GroupUK£0.947.3%
+UK£83.9m		39.0%PS0.3x
GAW Games Workshop GroupUK£186.801.2%
+UK£76.0m		45.9%PE29.9x
MAB Mitchells & ButlersUK£2.752.4%
+UK£38.6m		13.2%PE9.2x

Latest News

WTB
UK£27.93
Whitbread
7D
9.0%
1Y
-6.0%

Returns On Capital Are Showing Encouraging Signs At Whitbread (LON:WTB)

Jan 15
Returns On Capital Are Showing Encouraging Signs At Whitbread (LON:WTB)
KGF
UK£3.17
Kingfisher
7D
-3.8%
1Y
33.1%
GAW
UK£186.80
Games Workshop Group
7D
1.2%
1Y
45.9%
PSON
UK£9.73
Pearson
7D
-8.0%
1Y
-24.9%
INCH
UK£7.96
Inchcape
7D
3.4%
1Y
7.2%
NXT
UK£140.50
NEXT
7D
-1.6%
1Y
51.9%

When Should You Buy NEXT plc (LON:NXT)?

Jan 13
When Should You Buy NEXT plc (LON:NXT)?
YNGA
UK£8.06
Young's Brewery
7D
4.8%
1Y
-3.1%

Is Young's Brewery (LON:YNGA) Using Too Much Debt?

Jan 13
Is Young's Brewery (LON:YNGA) Using Too Much Debt?
VTY
UK£6.21
Vistry Group
7D
-6.8%
1Y
4.3%

VTY: Future Returns Will Likely Stay Capped As Margin Assumptions Weaken

Analysts have nudged their price target for Vistry Group higher, from £5.08 to £5.15. This reflects updated assumptions around revenue growth, profit margin and the future P/E multiple used in their models.
CPG
UK£23.21
Compass Group
7D
-0.5%
1Y
-13.2%

CPG: Strengthened European Platform And Better Returns Profile Should Drive Future Upside

Analysts have inched their blended price target higher to about £31.00 per share, supported by updated assumptions for slightly stronger revenue growth, modestly improved profit margins, and a marginally higher future P/E multiple, which align with recent Street research highlighting a stronger long term growth platform and improved returns profile. Analyst Commentary Recent Street research on Compass Group has focused on fine tuning upside potential and reassessing how much of the long term growth and returns story is already reflected in the share price.
TW.
UK£1.04
Taylor Wimpey
7D
-3.9%
1Y
-9.1%

TW.: Steady 2025 Guidance And Outlet Expansion Will Support Future Upside

Analysts have trimmed their price target for Taylor Wimpey slightly to £1.28, reflecting modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, while keeping their overall view broadly steady. What's in the News Taylor Wimpey has maintained its earnings guidance for the full year 2025, which gives you an updated reference point for market expectations.
TBTG
UK£3.16
Beauty Tech Group
7D
8.2%
1Y
n/a
DNLM
UK£11.70
Dunelm Group
7D
1.4%
1Y
13.6%

Some Shareholders Feeling Restless Over Dunelm Group plc's (LON:DNLM) P/E Ratio

Jan 08
Some Shareholders Feeling Restless Over Dunelm Group plc's (LON:DNLM) P/E Ratio
MAB
UK£2.75
Mitchells & Butlers
7D
2.4%
1Y
13.2%

Mitchells & Butlers (LON:MAB) Takes On Some Risk With Its Use Of Debt

Jan 07
Mitchells & Butlers (LON:MAB) Takes On Some Risk With Its Use Of Debt
BTRW
UK£3.69
Barratt Redrow
7D
-4.2%
1Y
-12.3%

BTRW: Steady Fair Value And Dividend Support Will Drive Future Returns

Analysts have made only minor adjustments to their inputs for Barratt Redrow, keeping the price target effectively unchanged at £4.96. Small tweaks to the discount rate and future P/E assumptions are seen as insufficient to justify a different fair value estimate.
ENT
UK£7.14
Entain
7D
-4.0%
1Y
14.5%

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.
DWL
UK£0.94
Dowlais Group
7D
7.3%
1Y
39.0%