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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies114
  • 7D2.1%
  • 3M-6.1%
  • 1Y-13.7%
  • YTD-6.0%

Over the last 7 days, the Consumer Discretionary industry has risen 1.7%, driven by gains in Games Workshop Group and JD Sports Fashion of 7.2% and 12%, respectively. In contrast, the industry has lost 16% in the last 12 months. Looking forward, earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 May 2026UK£156.0bUK£198.6bUK£6.2b14.2x25x0.8x
Sat, 25 Apr 2026UK£151.8bUK£195.5bUK£6.1b12.3x25x0.8x
Mon, 23 Mar 2026UK£131.6bUK£183.5bUK£5.2b12.4x25.2x0.7x
Wed, 18 Feb 2026UK£147.4bUK£181.7bUK£5.4b14.4x27.5x0.8x
Fri, 16 Jan 2026UK£151.9bUK£185.9bUK£5.2b14.7x29.2x0.8x
Sun, 14 Dec 2025UK£149.8bUK£186.0bUK£5.2b15.7x28.8x0.8x
Tue, 11 Nov 2025UK£153.6bUK£184.6bUK£4.9b15.5x31.2x0.8x
Thu, 09 Oct 2025UK£155.6bUK£182.7bUK£5.0b16.1x31.3x0.9x
Sat, 06 Sep 2025UK£155.6bUK£182.4bUK£4.9b15.5x32x0.9x
Mon, 04 Aug 2025UK£160.7bUK£184.2bUK£4.7b15.9x34.1x0.9x
Wed, 02 Jul 2025UK£161.8bUK£183.5bUK£4.8b16.8x33.5x0.9x
Fri, 30 May 2025UK£164.2bUK£183.8bUK£4.9b17.2x33.4x0.9x
Sun, 27 Apr 2025UK£153.3bUK£182.6bUK£4.8b15.9x31.7x0.8x
Tue, 25 Mar 2025UK£150.5bUK£187.0bUK£5.5b15.4x27.5x0.8x
Thu, 20 Feb 2025UK£164.3bUK£189.8bUK£5.4b15.3x30.7x0.9x
Sat, 18 Jan 2025UK£160.3bUK£191.7bUK£5.5b15.6x29.4x0.8x
Mon, 16 Dec 2024UK£167.6bUK£190.3bUK£5.4b15.8x31.1x0.9x
Wed, 13 Nov 2024UK£164.5bUK£189.8bUK£6.0b16.3x27.6x0.9x
Fri, 11 Oct 2024UK£167.6bUK£189.8bUK£6.1b17.5x27.6x0.9x
Sun, 08 Sep 2024UK£169.3bUK£189.0bUK£6.3b16.4x26.8x0.9x
Tue, 06 Aug 2024UK£162.9bUK£191.9bUK£6.1b15.7x26.7x0.8x
Thu, 04 Jul 2024UK£158.6bUK£191.9bUK£6.3b15.7x25x0.8x
Sat, 01 Jun 2024UK£191.5bUK£202.5bUK£5.1b16x37.8x0.9x
Mon, 29 Apr 2024UK£187.8bUK£200.8bUK£5.3b16.2x35.7x0.9x
Wed, 27 Mar 2024UK£195.7bUK£204.7bUK£5.8b15.7x33.5x1x
Fri, 23 Feb 2024UK£193.4bUK£204.0bUK£6.3b15.3x30.7x0.9x
Sun, 21 Jan 2024UK£194.5bUK£223.7bUK£6.6b13.9x29.4x0.9x
Tue, 19 Dec 2023UK£197.1bUK£224.0bUK£6.6b13.9x29.8x0.9x
Thu, 16 Nov 2023UK£190.3bUK£223.9bUK£6.1b12.8x31.1x0.9x
Sat, 14 Oct 2023UK£183.8bUK£223.6bUK£5.8b11.9x31.7x0.8x
Mon, 11 Sep 2023UK£194.4bUK£221.6bUK£6.0b12.3x32.4x0.9x
Wed, 09 Aug 2023UK£200.4bUK£216.2bUK£6.5b12.4x30.8x0.9x
Fri, 07 Jul 2023UK£191.1bUK£213.9bUK£6.3b12.5x30.5x0.9x
Sun, 04 Jun 2023UK£203.5bUK£214.4bUK£6.2b14x32.7x0.9x
Price to Earnings Ratio

32.7x


Total Market Cap: UK£203.5bTotal Earnings: UK£6.2bTotal Revenue: UK£214.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.5x202420252026
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 24.6x which is lower than its 3-year average PE of 30.5x.
  • 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 Market0.93%
Consumer Discretionary2.07%
Auto7.79%
Leisure7.10%
Specialty Stores6.17%
Consumer Durables4.97%
Luxury4.35%
Auto Components3.25%
Retail Distributors3.01%
General Merchandise and Department Stores2.52%
Consumer Services0.52%
Online Retail and Ecommerce0%0
Hospitality-1.12%
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 81.9%, 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 82% 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
GAW Games Workshop GroupUK£202.007.2%
+UK£446.1m		32.8%PE32.3x
JD. JD Sports FashionUK£0.8512.1%
+UK£445.7m		2.6%PE9.4x
NXT NEXTUK£132.001.9%
+UK£281.5m		3.2%PE17.1x
FRAS Frasers GroupUK£7.657.5%
+UK£230.3m		4.2%PE7.6x
PSN PersimmonUK£11.276.6%
+UK£223.1m		-14.3%PE12.7x

Latest News

ENT
UK£5.42
Entain
7D
-0.5%
1Y
-27.8%
WTB
UK£24.20
Whitbread
7D
-0.2%
1Y
-14.6%
BRBY
UK£11.92
Burberry Group
7D
5.5%
1Y
18.8%
Narrative Update • May 26

BRBY: Royal Heritage Capsule And Brand Repositioning Will Support Future Repricing

Burberry Group's analyst price target has been updated from about £13.36 to around £13.00, reflecting mixed recent research. Some analysts highlight an improved revenue mix and early progress in the brand repositioning, while others point to macro uncertainty and view the share pullback as a potential entry point.
BTRW
UK£2.65
Barratt Redrow
7D
6.3%
1Y
-42.0%
Narrative Update • May 25

BTRW: Margin Discipline And Leadership Transition Will Drive Future Upside Potential

The analyst price target for Barratt Redrow has been reduced from £4.22 to £4.03 per share, as analysts weigh slightly lower revenue growth assumptions, modestly adjusted discount rates, and updated P/E expectations against ongoing concerns around margin pressure and UK pricing risks highlighted in recent research. Analyst Commentary Recent Street research on Barratt Redrow shows a mix of caution and selective optimism, with several firms revisiting both ratings and price targets as they reassess margins, pricing risks and valuation support.
PSON
UK£11.26
Pearson
7D
-0.3%
1Y
-5.1%
Narrative Update • May 24

PSON: AI Partnerships And Buybacks Will Support Balanced Long Term Cash Returns

Narrative Update on Pearson Pearson's analyst price target has been nudged higher to £11.83, with analysts citing model updates that fine tune revenue and margin assumptions and bring valuation multiples in line with broader media peers. Analyst Commentary Recent Street research around Pearson reflects a mix of optimism and caution, with price targets adjusted in both directions as analysts refresh models after the latest reported results and align valuation multiples with broader media peers.
JD.
UK£0.85
JD Sports Fashion
7D
12.1%
1Y
2.6%
Narrative Update • May 24

JD.: Softer Outlook And Higher Risk Will Shape Returns Despite Capital Returns

JD Sports Fashion's updated analyst price target has been trimmed to £0.75. Analysts point to a lower fair value estimate, a higher discount rate, softer revenue growth and profit margin assumptions, and a higher future P/E multiple underpinning recent target reductions from around £0.86 toward £0.83.
NXT
UK£132.00
NEXT
7D
1.9%
1Y
3.2%
CPG
US$31.00
Compass Group
7D
-2.1%
1Y
-13.3%
Analysis Article • May 23

With EPS Growth And More, Compass Group (LON:CPG) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
MAB
UK£2.37
Mitchells & Butlers
7D
-6.1%
1Y
-17.6%
PTEC
UK£3.51
Playtech
7D
-3.9%
1Y
10.6%
GAW
UK£202.00
Games Workshop Group
7D
7.2%
1Y
32.8%
IHG
US$157.15
InterContinental Hotels Group
7D
1.3%
1Y
35.5%
COA
UK£0.81
Coats Group
7D
-0.8%
1Y
5.2%
PSN
UK£11.27
Persimmon
7D
6.6%
1Y
-14.3%
Narrative Update • May 19

PSN: Strong Order Book And 2026 Completions Should Support Premium Earnings Multiple

Analysts have trimmed their fair value estimate for Persimmon slightly to £18.00, reflecting updated assumptions for revenue growth, margins and discount rate, while still applying a higher future P/E multiple in light of recent price target adjustments from the Street. Analyst Commentary Recent Street research on Persimmon has been mixed, with some cautious updates and a few more constructive views on the stock's potential.
MOTR
UK£1.11
Motorpoint Group
7D
-12.9%
1Y
-21.3%
FRAS
UK£7.65
Frasers Group
7D
7.5%
1Y
4.2%
Analysis Article • Feb 16

Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...