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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJul 30, 2026
DataAggregated Company Financials
Companies114
  • 7D4.5%
  • 3M14.2%
  • 1Y-2.0%
  • YTD0.5%

The Consumer Discretionary industry is up 4.5% in the last week, with Compass Group up 6.7%. In the same time, AB Dynamics was down 33%. The industry has been flat over the past 12 months despite the gain this week. 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
Fri, 31 Jul 2026UK£166.5bUK£199.7bUK£6.1b14.9x27.1x0.8x
Sun, 28 Jun 2026UK£161.6bUK£198.9bUK£6.2b13.9x26x0.8x
Tue, 26 May 2026UK£153.6bUK£198.4bUK£6.2b13.2x24.6x0.8x
Thu, 23 Apr 2026UK£152.9bUK£195.6bUK£6.0b12.7x25.4x0.8x
Sat, 21 Mar 2026UK£131.7bUK£183.5bUK£5.2b12.4x25.2x0.7x
Mon, 16 Feb 2026UK£145.9bUK£181.4bUK£5.4b14.2x27.2x0.8x
Wed, 14 Jan 2026UK£153.8bUK£185.8bUK£5.2b15.4x29.6x0.8x
Fri, 12 Dec 2025UK£150.6bUK£185.8bUK£5.2b15.7x29x0.8x
Sun, 09 Nov 2025UK£152.7bUK£184.6bUK£4.9b15.2x31x0.8x
Tue, 07 Oct 2025UK£156.1bUK£182.5bUK£5.0b15.9x31.3x0.9x
Thu, 04 Sep 2025UK£152.7bUK£182.6bUK£4.9b15.5x31.3x0.8x
Sat, 02 Aug 2025UK£160.7bUK£184.3bUK£4.7b15.9x34.1x0.9x
Mon, 30 Jun 2025UK£163.2bUK£183.5bUK£4.8b16.9x33.8x0.9x
Wed, 28 May 2025UK£165.2bUK£183.8bUK£4.9b17.2x33.6x0.9x
Fri, 25 Apr 2025UK£153.4bUK£182.8bUK£4.8b16x32.1x0.8x
Sun, 23 Mar 2025UK£150.1bUK£187.0bUK£5.5b15.3x27.5x0.8x
Tue, 18 Feb 2025UK£165.7bUK£189.8bUK£5.4b15.3x31x0.9x
Thu, 16 Jan 2025UK£159.4bUK£191.6bUK£5.4b15.4x29.3x0.8x
Sat, 14 Dec 2024UK£167.6bUK£190.3bUK£5.4b15.8x31.1x0.9x
Mon, 11 Nov 2024UK£166.4bUK£189.4bUK£5.9b16.3x28x0.9x
Wed, 09 Oct 2024UK£167.6bUK£189.7bUK£6.1b17.5x27.7x0.9x
Fri, 06 Sep 2024UK£170.9bUK£188.7bUK£6.2b16.3x27.3x0.9x
Sun, 04 Aug 2024UK£166.2bUK£191.7bUK£6.1b16.1x27.2x0.9x
Tue, 02 Jul 2024UK£158.4bUK£192.3bUK£6.3b15.8x25x0.8x
Thu, 30 May 2024UK£188.5bUK£202.6bUK£5.1b15.7x37.1x0.9x
Sat, 27 Apr 2024UK£187.8bUK£200.8bUK£5.3b16.2x35.7x0.9x
Mon, 25 Mar 2024UK£194.4bUK£205.4bUK£6.0b14.9x32.5x0.9x
Wed, 21 Feb 2024UK£193.3bUK£204.1bUK£6.3b15.1x30.6x0.9x
Fri, 19 Jan 2024UK£194.6bUK£223.7bUK£6.6b13.7x29.4x0.9x
Sun, 17 Dec 2023UK£197.1bUK£224.0bUK£6.6b14x29.8x0.9x
Tue, 14 Nov 2023UK£185.8bUK£223.9bUK£6.1b12.4x30.3x0.8x
Thu, 12 Oct 2023UK£187.9bUK£223.6bUK£5.8b12x32.4x0.8x
Sat, 09 Sep 2023UK£194.4bUK£221.6bUK£6.0b12.3x32.4x0.9x
Mon, 07 Aug 2023UK£201.7bUK£216.2bUK£6.5b12.1x31x0.9x
Price to Earnings Ratio

31x


Total Market Cap: UK£201.7bTotal Earnings: UK£6.5bTotal Revenue: UK£216.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.1x202420252026
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 27.1x which is lower than its 3-year average PE of 30.1x.
  • 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 2.6% 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 Market1.47%
Consumer Discretionary4.51%
Luxury10.60%
Consumer Services9.46%
Hospitality6.01%
Specialty Stores4.69%
Retail Distributors3.07%
General Merchandise and Department Stores2.84%
Auto1.47%
Consumer Durables0.45%
Online Retail and Ecommerce0%0
Leisure-1.23%
Auto Components-15.81%
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 57.0%, 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 57% 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
CPG Compass GroupUS$31.944.9%
+US$2.5b		-9.4%PE26.9x
IHG InterContinental Hotels GroupUS$160.955.0%
+US$1.1b		38.9%PE31.4x
NXT NEXTUK£152.403.9%
+UK£650.7m		23.8%PE19.6x
BRBY Burberry GroupUK£11.9415.1%
+UK£560.6m		-7.5%PE203.7x
PSON PearsonUK£12.937.3%
+UK£529.0m		20.5%PE23.2x

Latest News

BRBY
UK£11.94
Burberry Group
7D
15.1%
1Y
-7.5%
AML
UK£0.36
Aston Martin Lagonda Global Holdings
7D
-2.0%
1Y
-48.7%
GRG
UK£20.32
Greggs
7D
30.3%
1Y
28.6%
GAW
UK£194.20
Games Workshop Group
7D
-2.2%
1Y
19.2%
IHG
US$160.95
InterContinental Hotels Group
7D
5.0%
1Y
38.9%
VCP
UK£0.66
Victoria
7D
-8.2%
1Y
-21.2%
ABDP
UK£7.30
AB Dynamics
7D
-31.5%
1Y
-49.5%
GYM
UK£2.02
Gym Group
7D
-2.4%
1Y
37.4%
Narrative Update • Jul 24

GYM: New Scalable Format Rollout Will Drive Future Upside Potential

Analysts have lifted Gym Group's implied fair value from £2.38 to £2.90, citing revised assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Gym Group Gym Group set out a rollout plan that includes a new format design intended to be scalable and cost effective across its estate.
JD.
UK£0.93
JD Sports Fashion
7D
8.8%
1Y
9.2%
PSON
UK£12.93
Pearson
7D
7.3%
1Y
20.5%
Narrative Update • Jul 22

PSON: AI Partnerships And Execution Progress Will Support Balanced Future Returns

The analyst price target for Pearson in this update edges higher to reflect a fair value move to about £12.24, as analysts factor in slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E. Recent research broadly maintains a Neutral or Equal Weight stance, with price targets clustered between about £13.35 and £14.20.
DEBS
UK£0.23
boohoo group
7D
-2.1%
1Y
32.0%
Narrative Update • Jul 21

DEBS: Sublease Of US Distribution Centre Will Cut Future Cash Outflows

Analysts have revised their fair value estimate for boohoo group to £0.60 per share from £0.53, reflecting updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News for boohoo group Boohoo group completed the sublease of its 1.1 million sq.
CPG
US$31.94
Compass Group
7D
4.9%
1Y
-9.4%
Narrative Update • Jul 20

CPG: Revised Fair Value And P/E Assumptions Will Shape Returns

Analysts have lifted their price target on Compass Group from $28.57 to $31.00, citing updated assumptions for fair value, discount rate, revenue, profit margin, and future P/E that modestly adjust the risk and return profile investors may want to consider. What’s in the News for Compass Group No recent Compass Group company specific news items were identified in the provided sources, so the updated price target currently reflects analyst model adjustments rather than newly disclosed events.
FRAS
UK£8.11
Frasers Group
7D
7.8%
1Y
17.8%
TBTG
UK£3.48
Beauty Tech Group
7D
-1.7%
1Y
n/a
NXT
UK£152.40
NEXT
7D
3.9%
1Y
23.8%
SRAD
UK£1.56
Stelrad Group
7D
-3.4%
1Y
-9.1%