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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies116
  • 7D1.1%
  • 3M-0.3%
  • 1Y-2.2%
  • YTD0.07%

Over the last 7 days, the Consumer Discretionary industry has risen 1.1%, driven by gains from Compass Group of 2.9%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Mar 2026UK£151.2bUK£181.9bUK£5.1b15.7x29.4x0.8x
Tue, 27 Jan 2026UK£149.8bUK£185.1bUK£5.2b14.1x28.9x0.8x
Thu, 25 Dec 2025UK£152.3bUK£185.5bUK£5.2b15x29.4x0.8x
Sat, 22 Nov 2025UK£151.1bUK£184.9bUK£4.9b15.6x30.7x0.8x
Mon, 20 Oct 2025UK£154.9bUK£182.9bUK£5.0b16.5x31.1x0.8x
Wed, 17 Sep 2025UK£153.9bUK£182.0bUK£4.8b15x32.1x0.8x
Fri, 15 Aug 2025UK£156.8bUK£183.7bUK£4.6b15.5x33.9x0.9x
Sun, 13 Jul 2025UK£160.4bUK£184.3bUK£4.9b15.8x32.7x0.9x
Tue, 10 Jun 2025UK£161.7bUK£183.7bUK£4.9b16.9x33.2x0.9x
Thu, 08 May 2025UK£161.6bUK£182.3bUK£4.8b16.9x33.4x0.9x
Sat, 05 Apr 2025UK£146.3bUK£186.9bUK£4.9b15.3x29.9x0.8x
Mon, 03 Mar 2025UK£160.3bUK£189.9bUK£5.3b14.6x30.3x0.8x
Wed, 29 Jan 2025UK£160.9bUK£190.8bUK£5.4b15.4x29.6x0.8x
Fri, 27 Dec 2024UK£163.9bUK£190.6bUK£5.4b15.9x30.4x0.9x
Sun, 24 Nov 2024UK£164.9bUK£190.1bUK£5.7b15.9x29.1x0.9x
Tue, 22 Oct 2024UK£170.6bUK£189.5bUK£5.9b17.5x28.9x0.9x
Thu, 19 Sep 2024UK£174.1bUK£188.6bUK£6.3b16.9x27.7x0.9x
Sat, 17 Aug 2024UK£169.9bUK£191.4bUK£6.5b16.1x26x0.9x
Mon, 15 Jul 2024UK£164.0bUK£191.4bUK£6.3b16.2x26x0.9x
Wed, 12 Jun 2024UK£188.4bUK£202.7bUK£5.4b15.7x34.6x0.9x
Fri, 10 May 2024UK£193.8bUK£200.6bUK£5.2b16.6x37.3x1x
Sun, 07 Apr 2024UK£189.0bUK£205.0bUK£5.1b15.1x37.4x0.9x
Tue, 05 Mar 2024UK£191.2bUK£203.4bUK£6.2b15.1x30.7x0.9x
Thu, 01 Feb 2024UK£198.7bUK£223.5bUK£6.6b14.4x30.3x0.9x
Sat, 30 Dec 2023UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Mon, 27 Nov 2023UK£188.6bUK£223.6bUK£6.2b12.2x30.3x0.8x
Wed, 25 Oct 2023UK£180.8bUK£223.7bUK£6.0b11.9x30.2x0.8x
Fri, 22 Sep 2023UK£195.3bUK£223.0bUK£5.8b12.8x33.5x0.9x
Sun, 20 Aug 2023UK£191.3bUK£222.2bUK£6.0b12.2x31.7x0.9x
Tue, 18 Jul 2023UK£198.1bUK£214.1bUK£6.3b12.7x31.6x0.9x
Thu, 15 Jun 2023UK£200.5bUK£214.2bUK£6.2b13.5x32.2x0.9x
Sat, 13 May 2023UK£207.6bUK£212.3bUK£6.5b13.4x31.8x1x
Mon, 10 Apr 2023UK£195.0bUK£208.1bUK£7.1b12x27.6x0.9x
Wed, 08 Mar 2023UK£201.0bUK£209.8bUK£8.3b12.8x24.3x1x
Price to Earnings Ratio

24.3x


Total Market Cap: UK£201.0bTotal Earnings: UK£8.3bTotal Revenue: UK£209.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the British Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 30.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 15% per year over the last three years,
  • Revenues have also declined 4.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary sector?

GB Market1.91%
Consumer Discretionary1.09%
General Merchandise and Department Stores3.84%
Leisure3.06%
Specialty Stores2.26%
Consumer Services2.22%
Hospitality1.62%
Online Retail and Ecommerce0%0
Retail Distributors-0.033%
Auto Components-0.13%
Luxury-1.86%
Consumer Durables-2.05%
Auto-21.19%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 44.2%, which is higher than its past year's earnings decline of 32.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 79% over the next 5 years.
  • 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 GroupUK£22.782.9%
+UK£1.1b		-17.9%PE27.9x
NXT NEXTUK£135.204.2%
+UK£624.9m		34.9%PE19.7x
KGF KingfisherUK£3.714.4%
+UK£261.2m		50.2%PE33.6x
PSON PearsonUK£9.603.4%
+UK£190.7m		-29.5%PE18x
JD. JD Sports FashionUK£0.824.9%
+UK£180.5m		5.0%PE8x

Latest News

AML
UK£0.46
Aston Martin Lagonda Global Holdings
7D
-21.2%
1Y
-44.1%
PSON
UK£9.60
Pearson
7D
3.4%
1Y
-29.5%
CURY
UK£1.61
Currys
7D
3.3%
1Y
76.9%
IHG
US$137.50
InterContinental Hotels Group
7D
-3.2%
1Y
10.1%

IHG: Future Returns Will Depend On Buybacks And AI Execution Confidence

InterContinental Hotels Group's analyst fair value estimate is updated from $145.63 to $153.14 as analysts factor in recent price target increases, modestly improved margin and revenue assumptions, and slightly lower forward P/E expectations supported by recent Street research. Analyst Commentary Street research around InterContinental Hotels Group has turned more constructive on the back of higher price targets and updated views on revenue and margin potential, while still reflecting some valuation and execution questions.
WTB
UK£26.00
Whitbread
7D
-4.8%
1Y
-2.8%

WTB: Future Share Retirements Will Support Earnings Power And P E Multiple

Analysts have nudged their fair value estimate for Whitbread down from about £40.50 to roughly £37.98 per share. This reflects mixed recent price target moves around £2,600 and updated assumptions for growth, margins and future P/E multiples.
CPG
UK£22.78
Compass Group
7D
2.9%
1Y
-17.9%

CPG: Premium P/E Framework Will Reward Execution On Revenue Mix And Margins

Analysts have trimmed their price target on Compass Group by £1.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E following recent research such as the latest target change from RBC Capital. Analyst Commentary Bullish Takeaways Bullish analysts view the £1.00 trim to the price target as a fine tuning of valuation inputs rather than a fundamental reset of the Compass Group equity story.
JD.
UK£0.82
JD Sports Fashion
7D
4.9%
1Y
5.0%
BWY
UK£27.86
Bellway
7D
-2.2%
1Y
19.1%

BWY: Dividend Policy And Margin Outlook Will Support Future Returns

Analysts have nudged their Bellway price target slightly higher to £31.86 from £31.78, reflecting small adjustments to fair value assumptions, the discount rate, revenue growth, profit margin and expected future P/E. What's in the News Shareholders approved new Articles of Association at the AGM held on 27 November 2025, updating Bellway's corporate bylaws (AGM filing).
NXT
UK£135.20
NEXT
7D
4.2%
1Y
34.9%

NXT: Future Cash Returns Will Rely On Elevated Earnings Guidance Execution

Analysts have nudged their average price target for NEXT higher to £18,000, up from £17,800, citing refreshed research that supports their existing positive stance on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see the higher £18,000 price target as a signal that the current share price still leaves room for upside on their models, even after recent strength in the name.
PSN
UK£15.06
Persimmon
7D
-2.0%
1Y
25.0%

PSN: Mixed Rating Shifts And Modest Assumption Tweaks Will Shape Share Price Resilience

Analysts have nudged their fair value estimate for Persimmon slightly higher to £16.26, reflecting small adjustments to assumptions on discount rate, revenue growth and future P/E. The revised estimate also factors in recent Street research, including a modest price target increase from Citi and a downgrade from Deutsche Bank.
BRBY
UK£11.63
Burberry Group
7D
-4.2%
1Y
7.1%

BRBY: Future Returns Will Depend On Execution Risks In Brand Plan

Analysts have nudged their price targets for Burberry Group higher, with one recent report lifting its view by £0.20. The change reflects modestly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E, and keeps the estimated fair value steady at £9.40.
KGF
UK£3.71
Kingfisher
7D
4.4%
1Y
50.2%

KGF: Small Discount Rate Shift Will Sustain Bearish Fair Value View

Analysts have nudged their Kingfisher price target slightly higher to £3.11 from £3.09, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that leave their fair value view broadly unchanged overall. Valuation Changes Fair Value: The price target fair value has edged up slightly to £3.11 from £3.09, reflecting small tweaks to the model rather than a major shift in view.
BTRW
UK£3.65
Barratt Redrow
7D
-3.5%
1Y
-14.4%

BTRW: Dividend Resilience And Rebased Expectations Will Support Future Upside Potential

The analyst price target for Barratt Redrow has been reduced to £4.71 from £4.88, as analysts factor in updated assumptions on discount rate, revenue growth, profit margin and future P/E in light of recent price target cuts from £4.70 to £4.30 and from £4.55 to £4.30. Analyst Commentary Recent research updates point to a more cautious stance on Barratt Redrow, with price targets being reset closer to £4.30 and ratings trimmed as analysts reassess the risk and reward trade off.
DNLM
UK£10.08
Dunelm Group
7D
3.3%
1Y
3.5%
PETS
UK£2.08
Pets at Home Group
7D
-7.0%
1Y
-11.4%

PETS: Future Leadership Appointments And Stable Outlook Will Shape Share Performance

Analysts have made a small upward adjustment to their Pets at Home Group price target, with fair value moving from about £2.24 to roughly £2.25. This reflects updated views on discount rates, revenue growth assumptions and future P/E expectations, alongside a slightly softer profit margin outlook.
GAW
UK£178.90
Games Workshop Group
7D
3.1%
1Y
25.1%