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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies114
  • 7D1.0%
  • 3M10.7%
  • 1Y-2.3%
  • YTD0.8%

The Consumer Discretionary is pretty flat in the last 7 days, but NEXT has stood out, gaining 5.2%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Aug 2026UK£166.8bUK£200.2bUK£6.3b15x26.4x0.8x
Fri, 10 Jul 2026UK£157.6bUK£198.8bUK£6.3b13.8x25x0.8x
Sun, 07 Jun 2026UK£157.7bUK£198.7bUK£6.1b13.7x25.7x0.8x
Tue, 05 May 2026UK£146.9bUK£195.5bUK£6.1b12.1x24.1x0.8x
Thu, 02 Apr 2026UK£147.7bUK£195.5bUK£6.0b11.7x24.5x0.8x
Sat, 28 Feb 2026UK£151.2bUK£181.9bUK£5.3b15.1x28.8x0.8x
Mon, 26 Jan 2026UK£149.9bUK£185.2bUK£5.2b14.1x28.9x0.8x
Wed, 24 Dec 2025UK£152.7bUK£185.6bUK£5.2b15x29.5x0.8x
Fri, 21 Nov 2025UK£149.6bUK£185.0bUK£4.9b15.6x30.5x0.8x
Sun, 19 Oct 2025UK£154.9bUK£182.9bUK£5.0b16.5x31.1x0.8x
Tue, 16 Sep 2025UK£154.4bUK£182.1bUK£4.8b15.2x32.2x0.8x
Thu, 14 Aug 2025UK£157.0bUK£183.4bUK£4.6b15.6x33.9x0.9x
Sat, 12 Jul 2025UK£162.1bUK£184.1bUK£4.9b15.9x33.1x0.9x
Mon, 09 Jun 2025UK£162.1bUK£183.7bUK£4.9b16.9x33.2x0.9x
Wed, 07 May 2025UK£161.5bUK£182.1bUK£4.8b16.3x33.5x0.9x
Fri, 04 Apr 2025UK£151.9bUK£186.3bUK£4.9b16x31.2x0.8x
Sun, 02 Mar 2025UK£160.3bUK£189.9bUK£5.3b14.6x30.3x0.8x
Tue, 28 Jan 2025UK£160.9bUK£190.7bUK£5.4b15.4x29.6x0.8x
Thu, 26 Dec 2024UK£163.8bUK£190.5bUK£5.4b15.9x30.4x0.9x
Sat, 23 Nov 2024UK£164.9bUK£190.1bUK£5.7b15.9x29.1x0.9x
Mon, 21 Oct 2024UK£172.4bUK£189.3bUK£5.9b17.5x29.3x0.9x
Wed, 18 Sep 2024UK£175.7bUK£188.0bUK£6.3b16.5x28x0.9x
Fri, 16 Aug 2024UK£170.3bUK£191.6bUK£6.5b16.3x26x0.9x
Sun, 14 Jul 2024UK£164.0bUK£191.4bUK£6.3b16.2x26x0.9x
Tue, 11 Jun 2024UK£191.7bUK£202.7bUK£5.4b15.6x35.2x0.9x
Thu, 09 May 2024UK£193.5bUK£200.6bUK£5.2b16.6x37.2x1x
Sat, 06 Apr 2024UK£189.0bUK£205.0bUK£5.0b15.1x37.5x0.9x
Mon, 04 Mar 2024UK£193.1bUK£203.4bUK£6.2b15.3x31x0.9x
Wed, 31 Jan 2024UK£198.9bUK£223.5bUK£6.6b14.3x30.3x0.9x
Fri, 29 Dec 2023UK£200.2bUK£224.0bUK£6.6b14x30.2x0.9x
Sun, 26 Nov 2023UK£188.6bUK£223.6bUK£6.2b12.2x30.3x0.8x
Tue, 24 Oct 2023UK£180.8bUK£223.7bUK£6.0b11.8x30.2x0.8x
Thu, 21 Sep 2023UK£196.2bUK£222.5bUK£5.8b12.6x33.9x0.9x
Sat, 19 Aug 2023UK£191.3bUK£217.6bUK£6.1b12.2x31.2x0.9x
Price to Earnings Ratio

31.2x


Total Market Cap: UK£191.3bTotal Earnings: UK£6.1bTotal Revenue: UK£217.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30x202420252026
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 26.1x which is lower than its 3-year average PE of 30.0x.
  • 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 2.8% 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 Market0.01%
Consumer Discretionary0.98%
General Merchandise and Department Stores4.84%
Auto Components3.39%
Auto1.16%
Leisure1.03%
Consumer Durables0.87%
Hospitality0.85%
Specialty Stores0.046%
Online Retail and Ecommerce0%0
Luxury-0.34%
Retail Distributors-1.35%
Consumer Services-2.28%
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 59.9%, 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 60% 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£155.855.2%
+UK£884.7m		33.4%PE20x
CPG Compass GroupUS$33.031.6%
+US$867.2m		-4.7%PE27.8x
TW. Taylor WimpeyUK£0.843.9%
+UK£109.4m		-16.0%PE11.8x
GAW Games Workshop GroupUK£192.301.1%
+UK£66.1m		26.8%PE30.8x
DOCS Dr. MartensUK£0.868.6%
+UK£65.1m		14.0%PE34.7x

Latest News

IHG
US$155.80
InterContinental Hotels Group
7D
-0.6%
1Y
30.9%
VTY
UK£2.57
Vistry Group
7D
-9.4%
1Y
-59.0%
PSN
UK£11.63
Persimmon
7D
1.7%
1Y
2.4%
NXT
UK£155.85
NEXT
7D
5.2%
1Y
33.4%
GAW
UK£192.30
Games Workshop Group
7D
1.1%
1Y
26.8%
DOCS
UK£0.86
Dr. Martens
7D
8.6%
1Y
14.0%
DOM
UK£2.00
Domino's Pizza Group
7D
-9.1%
1Y
-2.8%
TW.
UK£0.84
Taylor Wimpey
7D
3.9%
1Y
-16.0%
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.
CPG
US$33.03
Compass Group
7D
1.6%
1Y
-4.7%
PSON
UK£12.04
Pearson
7D
-2.0%
1Y
13.1%
BTRW
UK£3.19
Barratt Redrow
7D
1.4%
1Y
-16.5%
Narrative Update • Aug 04

BTRW: Capital Returns And Balance Sheet Strength Will Underpin Future Upside

Barratt Redrow's analyst price targets have edged lower, with a modest reduction in fair value from £4.38 to £4.10 as analysts factor in slightly lower profit margin assumptions and trim targets across the sector, while largely maintaining constructive ratings on the stock. Analyst Commentary Recent research on Barratt Redrow points to a more cautious set of price targets, but with several Bullish analysts still seeing appeal in the stock at current valuation levels.
BRBY
UK£11.70
Burberry Group
7D
-3.3%
1Y
4.0%
COA
UK£0.85
Coats Group
7D
3.7%
1Y
15.7%
WTB
UK£24.65
Whitbread
7D
-2.2%
1Y
-19.4%
BKG
UK£35.56
Berkeley Group Holdings
7D
-2.0%
1Y
-5.6%
Narrative Update • Jul 21

BKG: Index Reclassification And Higher P/E Assumptions May Support Upside

Analysts have reduced their fair value estimate for Berkeley Group Holdings from £50.08 to £48.00. This adjustment reflects recent cuts to Street price targets, slightly lower profit-margin expectations, a shift to declining revenue growth, and a higher assumed future P/E multiple.
FRAS
UK£7.99
Frasers Group
7D
-3.3%
1Y
19.0%