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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedAug 31, 2026
DataAggregated Company Financials
Companies113
  • 7D-0.006%
  • 3M5.0%
  • 1Y-3.5%
  • YTD-1.8%

In the last week, Consumer Discretionary has been flat. Unfortunately though, the industry is down 3.5% 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
Tue, 01 Sep 2026UK£161.9bUK£200.3bUK£6.4b15.1x25.4x0.8x
Thu, 30 Jul 2026UK£166.5bUK£199.7bUK£6.1b14.9x27.1x0.8x
Sat, 27 Jun 2026UK£161.6bUK£198.9bUK£6.1b13.9x26.3x0.8x
Mon, 25 May 2026UK£153.6bUK£198.4bUK£6.2b13.2x24.6x0.8x
Wed, 22 Apr 2026UK£153.2bUK£195.6bUK£6.0b12.7x25.5x0.8x
Fri, 20 Mar 2026UK£132.4bUK£183.2bUK£5.2b12.5x25.3x0.7x
Sun, 15 Feb 2026UK£145.9bUK£181.4bUK£5.4b14.2x27.2x0.8x
Tue, 13 Jan 2026UK£155.6bUK£185.6bUK£5.2b15.4x30x0.8x
Thu, 11 Dec 2025UK£149.5bUK£186.2bUK£5.2b15.5x28.6x0.8x
Sat, 08 Nov 2025UK£152.6bUK£184.6bUK£4.9b15.3x31x0.8x
Mon, 06 Oct 2025UK£157.0bUK£182.5bUK£5.0b15.4x31.5x0.9x
Wed, 03 Sep 2025UK£152.1bUK£182.8bUK£4.9b15.5x31.2x0.8x
Fri, 01 Aug 2025UK£161.5bUK£184.4bUK£4.7b16.1x34.3x0.9x
Sun, 29 Jun 2025UK£163.2bUK£183.5bUK£4.8b16.9x33.8x0.9x
Tue, 27 May 2025UK£164.2bUK£183.7bUK£4.9b17.3x33.4x0.9x
Thu, 24 Apr 2025UK£153.8bUK£183.0bUK£4.8b15.8x32.1x0.8x
Sat, 22 Mar 2025UK£150.1bUK£187.0bUK£5.5b15.3x27.5x0.8x
Mon, 17 Feb 2025UK£165.6bUK£189.9bUK£5.4b15.5x30.9x0.9x
Wed, 15 Jan 2025UK£155.7bUK£190.7bUK£5.4b15.6x28.8x0.8x
Fri, 13 Dec 2024UK£169.0bUK£190.1bUK£5.3b15.9x31.6x0.9x
Sun, 10 Nov 2024UK£166.4bUK£189.4bUK£5.9b16.3x28x0.9x
Tue, 08 Oct 2024UK£169.5bUK£189.7bUK£6.1b17.5x28x0.9x
Thu, 05 Sep 2024UK£169.7bUK£189.0bUK£6.4b16.3x26.7x0.9x
Sat, 03 Aug 2024UK£166.2bUK£191.7bUK£6.1b16.1x27.3x0.9x
Mon, 01 Jul 2024UK£157.9bUK£192.3bUK£6.3b15.9x24.9x0.8x
Wed, 29 May 2024UK£190.4bUK£202.4bUK£5.1b15.8x37.5x0.9x
Fri, 26 Apr 2024UK£186.8bUK£204.6bUK£5.2b15.8x35.7x0.9x
Sun, 24 Mar 2024UK£194.4bUK£205.4bUK£6.0b14.9x32.5x0.9x
Tue, 20 Feb 2024UK£193.6bUK£204.1bUK£6.3b15.2x30.7x0.9x
Thu, 18 Jan 2024UK£191.2bUK£224.0bUK£6.6b13.6x28.8x0.9x
Sat, 16 Dec 2023UK£197.1bUK£224.0bUK£6.6b14x29.8x0.9x
Mon, 13 Nov 2023UK£184.7bUK£223.9bUK£6.1b12.3x30.2x0.8x
Wed, 11 Oct 2023UK£188.8bUK£223.6bUK£5.8b12.1x32.6x0.8x
Fri, 08 Sep 2023UK£191.8bUK£221.5bUK£6.1b12.4x31.7x0.9x
Price to Earnings Ratio

31.7x


Total Market Cap: UK£191.8bTotal Earnings: UK£6.1bTotal Revenue: UK£221.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 29.9x202420252026
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 25.4x which is lower than its 3-year average PE of 29.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.85x.
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 3.4% 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-0.15%
Consumer Discretionary-0.0064%
Auto Components4.34%
Retail Distributors3.10%
Consumer Durables1.61%
General Merchandise and Department Stores1.40%
Specialty Stores1.37%
Consumer Services0.91%
Luxury0.20%
Online Retail and Ecommerce0%0
Leisure-0.49%
Hospitality-1.90%
Auto-2.16%
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 61.6%, 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 62% 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
NXT NEXTUK£155.752.0%
+UK£342.5m		31.1%PE20x
VTY Vistry GroupUK£3.0312.7%
+UK£107.9m		-51.1%PE7x
INCH InchcapeUK£8.503.2%
+UK£92.3m		27.8%PE12.9x
WOSG Watches of Switzerland GroupUK£7.195.8%
+UK£92.2m		124.0%PE17x
HFD Halfords GroupUK£2.7417.4%
+UK£87.7m		100.2%PE18x

Latest News

HFD
UK£2.74
Halfords Group
7D
17.4%
1Y
100.2%
JD.
UK£0.87
JD Sports Fashion
7D
1.4%
1Y
-10.3%
Analysis Article • Aug 28

What Does JD Sports Fashion Plc's (LON:JD.) Share Price Indicate?

While JD Sports Fashion Plc ( LON:JD. ) might not have the largest market cap around , it saw a double-digit share...
NXT
UK£155.75
NEXT
7D
2.0%
1Y
31.1%
GAW
UK£184.20
Games Workshop Group
7D
-0.5%
1Y
19.9%
DOCS
UK£0.78
Dr. Martens
7D
-4.2%
1Y
-14.3%
CPG
US$30.65
Compass Group
7D
-2.2%
1Y
-10.1%
Narrative Update • Aug 18

CPG: Updated Fair Value And P/E Framework Will Guide Future Returns

Analysts have lifted their fair value estimate for Compass Group to $32.00, with the modest change supported by updated assumptions on discount rate, revenue growth, profit margin and future P/E, even as one recent price target moved slightly lower to $40.00 from $40.50. What’s in the News for Compass Group No recent Compass Group specific news stories or key developments were provided in the available sources up to 17 Aug 2026.
WOSG
UK£7.19
Watches of Switzerland Group
7D
5.8%
1Y
124.0%
Narrative Update • Aug 17

WOSG: Raised Earnings Conviction And U.S. Expansion Will Face Richer Valuation Ceiling

The analyst fair value estimate for Watches of Switzerland Group has been raised from £4.30 to £7.25. The updated view reflects higher Street price targets in the £6.50 to £8.50 range and increased analyst focus on U.S. luxury demand, brand mix and earnings potential.
RNK
UK£1.03
Rank Group
7D
-5.3%
1Y
-24.0%
ENT
UK£5.13
Entain
7D
-5.1%
1Y
-41.1%
VTY
UK£3.03
Vistry Group
7D
12.7%
1Y
-51.1%
PSN
UK£11.79
Persimmon
7D
1.6%
1Y
9.8%
TW.
UK£0.85
Taylor Wimpey
7D
2.3%
1Y
-11.4%
Narrative Update • Aug 06

TW.: Cost Discipline And Land Pipeline Execution Will Support Future Upside Potential

The updated analyst price target for Taylor Wimpey reflects a lower fair value estimate, moving from £1.31 to £1.23, as analysts factor in softer revenue growth and profit margin assumptions, alongside a series of recent price target cuts across the Street. Analyst Commentary Street research on Taylor Wimpey over recent months points to a reset in expectations, with several firms cutting price targets and in some cases reducing ratings.
INCH
UK£8.50
Inchcape
7D
3.2%
1Y
27.8%
Analysis Article • Aug 04

There May Be Some Bright Spots In Inchcape's (LON:INCH) Earnings

Soft earnings didn't appear to concern Inchcape plc's ( LON:INCH ) shareholders over the last week. We did some...
DNLM
UK£8.70
Dunelm Group
7D
-2.0%
1Y
-27.3%
Narrative Update • Jul 23

DNLM: Reassuring Q4 Trading Update Will Support Earnings Resilience

The analyst price target for Dunelm Group has been trimmed by £0.93 to reflect a slightly lower fair value estimate of £13.32. Analysts are factoring in softer revenue growth assumptions, a modestly lower profit margin outlook and a marginally higher future P/E expectation, while recent Street research has shifted towards more cautious but still generally constructive views on the stock.
KGF
UK£3.16
Kingfisher
7D
-0.7%
1Y
22.9%
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.
BME
UK£2.38
B&M European Value Retail
7D
-2.5%
1Y
-0.3%
Narrative Update • Jul 07

BME: Bearish Ratings And Consumer Weakness Will Pressure Future Returns

The analyst price target for B&M European Value Retail has increased to £2.00 from £1.80, with analysts citing updated views reflected in modestly adjusted fair value, revenue growth, margin and future P/E assumptions. Analyst Commentary Recent research on B&M European Value Retail shows a mix of views, with several bearish analysts highlighting valuation risks and execution challenges despite upward revisions to some price targets.