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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies114
  • 7D-2.2%
  • 3M6.9%
  • 1Y-11.4%
  • YTD-5.9%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.5%, driven by Compass Group declining 4.3%. However, the industry is down 10% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026UK£156.3bUK£198.8bUK£6.2b13.5x25.3x0.8x
Fri, 22 May 2026UK£153.2bUK£198.4bUK£6.2b12.9x24.6x0.8x
Sun, 19 Apr 2026UK£153.8bUK£195.6bUK£6.0b12.7x25.6x0.8x
Tue, 17 Mar 2026UK£139.5bUK£183.6bUK£5.2b13.5x26.7x0.8x
Thu, 12 Feb 2026UK£145.4bUK£181.0bUK£5.3b14.1x27.3x0.8x
Sat, 10 Jan 2026UK£155.4bUK£185.8bUK£5.2b15.3x29.9x0.8x
Mon, 08 Dec 2025UK£156.5bUK£186.2bUK£5.2b15.5x29.9x0.8x
Wed, 05 Nov 2025UK£154.3bUK£183.8bUK£4.9b15.9x31.6x0.8x
Fri, 03 Oct 2025UK£156.1bUK£182.5bUK£5.0b15.5x31.3x0.9x
Sun, 31 Aug 2025UK£154.5bUK£182.4bUK£4.9b15.4x31.7x0.8x
Tue, 29 Jul 2025UK£162.1bUK£184.3bUK£4.9b15.8x33.1x0.9x
Thu, 26 Jun 2025UK£159.4bUK£183.6bUK£4.8b16.8x33x0.9x
Sat, 24 May 2025UK£164.3bUK£183.7bUK£4.9b17.3x33.4x0.9x
Mon, 21 Apr 2025UK£153.3bUK£182.9bUK£4.8b15.8x32x0.8x
Wed, 19 Mar 2025UK£154.9bUK£186.8bUK£5.5b14.6x28.3x0.8x
Fri, 14 Feb 2025UK£165.5bUK£190.2bUK£5.4b15.5x30.8x0.9x
Sun, 12 Jan 2025UK£157.9bUK£191.5bUK£5.4b15.4x29.1x0.8x
Tue, 10 Dec 2024UK£169.3bUK£189.9bUK£5.3b16.3x31.7x0.9x
Thu, 07 Nov 2024UK£167.9bUK£189.4bUK£5.9b16.3x28.3x0.9x
Sat, 05 Oct 2024UK£170.6bUK£189.6bUK£6.0b17.5x28.2x0.9x
Mon, 02 Sep 2024UK£169.0bUK£189.0bUK£6.4b16.4x26.6x0.9x
Wed, 31 Jul 2024UK£168.7bUK£191.4bUK£6.2b16.3x27.3x0.9x
Fri, 28 Jun 2024UK£159.6bUK£193.0bUK£6.4b15.5x24.8x0.8x
Sun, 26 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Tue, 23 Apr 2024UK£185.7bUK£204.8bUK£5.3b15.4x34.8x0.9x
Thu, 21 Mar 2024UK£189.9bUK£205.0bUK£6.3b14.7x30x0.9x
Sat, 17 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Mon, 15 Jan 2024UK£193.1bUK£224.0bUK£6.6b14x29.1x0.9x
Wed, 13 Dec 2023UK£193.2bUK£224.3bUK£6.1b13.8x31.6x0.9x
Fri, 10 Nov 2023UK£184.8bUK£223.5bUK£6.1b12.4x30.3x0.8x
Sun, 08 Oct 2023UK£186.5bUK£223.6bUK£5.8b12.2x32.2x0.8x
Tue, 05 Sep 2023UK£195.3bUK£221.9bUK£6.1b12.5x32.2x0.9x
Thu, 03 Aug 2023UK£199.8bUK£216.6bUK£6.6b12.2x30.3x0.9x
Sat, 01 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Price to Earnings Ratio

32.5x


Total Market Cap: UK£200.0bTotal Earnings: UK£6.2bTotal Revenue: UK£214.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.3x202420252026
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 25.5x which is lower than its 3-year average PE of 30.3x.
  • 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 2.5% 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-1.14%
Consumer Discretionary-2.21%
General Merchandise and Department Stores0.77%
Consumer Durables0.68%
Online Retail and Ecommerce0%0
Leisure-0.023%
Retail Distributors-1.49%
Consumer Services-1.62%
Specialty Stores-2.67%
Hospitality-3.76%
Auto Components-4.34%
Auto-5.64%
Luxury-6.02%
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 77.0%, 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 77% 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£143.301.1%
+UK£171.2m		16.4%PE18.4x
BTRW Barratt RedrowUK£2.643.3%
+UK£117.6m		-43.8%PE17.1x
WTB WhitbreadUK£24.592.0%
+UK£80.2m		-11.2%PE19.3x
BWY BellwayUK£18.723.5%
+UK£67.8m		-35.0%PE13.5x
TW. Taylor WimpeyUK£0.792.3%
+UK£62.0m		-35.0%PE27.3x

Latest News

ENT
UK£5.56
Entain
7D
-6.5%
1Y
-34.5%
BRBY
UK£10.70
Burberry Group
7D
-7.6%
1Y
5.5%
Narrative Update • Jun 23

BRBY: Recent Pullback And 2027 Guidance Will Support Future Bullish Thesis

The analyst price target for Burberry Group has been trimmed by £0.10 to £15.60, as analysts weigh recent share price moves, updated growth and margin assumptions, and a mix of cautious and positive broker views on the stock. Analyst Commentary Recent research on Burberry Group reflects a wide spread of views, with bullish analysts highlighting potential upside after the recent share pullback and others staying more cautious on execution and the macro backdrop.
NXT
UK£143.30
NEXT
7D
1.1%
1Y
16.4%
Narrative Update • Jun 23

NXT: Future Cash Returns Will Reflect Split Rating Moves And Execution Risks

Analysts have updated their view on Next, with the consensus fair value holding at £146.99 per share. A new £14,000 price target from a recent upgrade and a reduced target from Citi frame a wide range of expectations around the stock.
CPG
US$31.98
Compass Group
7D
-4.3%
1Y
-5.3%
Narrative Update • Jun 22

CPG: BNP Upgrade And Premium P/E Will Drive Future Upside

Analysts have nudged their price target for Compass Group slightly higher to $38.30 from $38.28, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E following recent research, including a BNP Paribas upgrade. What's in the News for Compass Group Recent research on Compass Group includes updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E.
JD.
UK£0.83
JD Sports Fashion
7D
-2.9%
1Y
8.7%
Narrative Update • Jun 22

JD.: Cautious Outlook Will Prioritise Dividend Payouts Over Upside Potential

Analysts have trimmed their average price target for JD Sports Fashion to £0.83, a reduction of £0.03, as they factor in updated assumptions on growth, margins and valuation multiples reflected in recent research. Analyst Commentary Recent research on JD Sports Fashion highlights a more cautious tone, with the reduced average price target to £0.83 reflecting reassessments of growth prospects, execution risks and how the stock is valued against those assumptions.
PPH
UK£16.44
PPHE Hotel Group
7D
-18.0%
1Y
4.1%
Narrative Update • Jun 22

PPH: Freehold Purchase And Higher Margins Will Support Future Upside Potential

Analysts have nudged their price target for PPHE Hotel Group to £20.50 per share, a slight adjustment that reflects updated assumptions for revenue trends, profit margins, a higher future P/E multiple and a modestly lower discount rate. What’s in the News for PPHE Hotel Group Fattal Hotels cancelled its proposed acquisition of the remaining 96.03% stake in PPHE Hotel Group on June 19, 2026, ending an offer that had been valued at £880 million, or £22 per share, subject to conditions.
VTY
UK£2.42
Vistry Group
7D
4.9%
1Y
-61.6%
Narrative Update • Jun 22

VTY: Margin Reset And Incentive Discipline Will Support Future Rerating

Vistry Group’s analyst price targets have shifted sharply lower, with recent cuts from around £5.80 to a range of £2.10 to £3.40 and £2.70 as analysts point to increased use of sales incentives, pressure on profit margins and reduced earnings estimates. Analyst Commentary Recent Street research on Vistry Group highlights a cautious tone, with price targets reset materially lower and ratings moving to more neutral or negative stances.
BTRW
UK£2.64
Barratt Redrow
7D
3.3%
1Y
-43.8%
INCH
UK£8.02
Inchcape
7D
-2.5%
1Y
15.1%
Narrative Update • Jun 19

INCH: Bolt On Deals And P/E Reset Will Shape Balanced Stock Outlook

Analysts have adjusted their fair value estimate for Inchcape to £8.15 from £8.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E, alongside recent Street research that includes a £0.56 reduction in the price target cited by Citi. What’s in the News for Inchcape Inchcape highlighted acquisitions as a key lever for delivering shareholder value, with management describing an active pipeline of bolt on deals under review, source: Inchcape 2026 First Quarter Results call.
WTB
UK£24.59
Whitbread
7D
2.0%
1Y
-11.2%
Narrative Update • Jun 18

WTB: Trading Momentum And P E Reset Will Drive Future Upside

Whitbread's analyst price target has been trimmed by £1.41 to £36.52, as analysts adjust fair value and profit margin assumptions while also expecting different future P/E and revenue growth inputs compared with previous estimates. Analyst Commentary Recent research on Whitbread highlights a mix of caution and optimism, with several price target revisions reflecting updated assumptions on valuation multiples and profit margins.
KGF
UK£2.76
Kingfisher
7D
-3.1%
1Y
-0.1%
Narrative Update • Jun 15

KGF: Future Returns Will Reflect Mixed Street Views And AI Progress

Kingfisher's analyst price target has been trimmed slightly to £2.95, as analysts factor in modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E following a combination of recent target cuts and a raise from major banks. Analyst Commentary Recent research shows a mix of optimism and caution around Kingfisher, with small moves in price targets reflecting fine tuning rather than major shifts in conviction.
BWY
UK£18.72
Bellway
7D
3.5%
1Y
-35.0%
CRN
UK£2.04
Cairn Homes
7D
4.1%
1Y
9.9%
Narrative Update • Jun 14

CRN: Housing Shortage And Dividend Support Will Drive Repricing Through 2026

Analysts have left their £ fair value estimate for Cairn Homes unchanged while making only minor tweaks to the discount rate and future P/E assumptions. As a result, the new price target reflects a steady view of the stock's long term outlook.
PSN
UK£10.33
Persimmon
7D
-4.3%
1Y
-22.2%
TW.
UK£0.79
Taylor Wimpey
7D
2.3%
1Y
-35.0%
Narrative Update • Jun 10

TW.: Cost Controls And Strong Balance Sheet Will Support Future Upside

Analysts have reduced the Taylor Wimpey fair value estimate from £1.62 to £1.37, as a series of price target cuts and downgrades highlight concerns about rising build costs and softer pricing trends. Analyst Commentary Recent research has tilted more cautious on Taylor Wimpey, with a cluster of downgrades and lower price targets citing rising build costs and softer pricing.
SSPG
UK£1.84
SSP Group
7D
2.7%
1Y
8.8%