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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies114
  • 7D3.5%
  • 3M-6.1%
  • 1Y-14.9%
  • YTD-9.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.2%, driven by Entain declining 4.2%. The industry has fallen 18% in the last year. Earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 07 May 2026UK£150.9bUK£195.6bUK£6.1b12.3x24.9x0.8x
Sat, 04 Apr 2026UK£147.1bUK£195.6bUK£6.0b11.7x24.4x0.8x
Mon, 02 Mar 2026UK£151.2bUK£181.9bUK£5.1b15.7x29.4x0.8x
Wed, 28 Jan 2026UK£149.3bUK£184.8bUK£5.2b14.1x28.9x0.8x
Fri, 26 Dec 2025UK£152.3bUK£185.5bUK£5.2b15x29.4x0.8x
Sun, 23 Nov 2025UK£151.1bUK£184.9bUK£4.9b15.6x30.7x0.8x
Tue, 21 Oct 2025UK£154.4bUK£182.9bUK£5.0b16.2x31x0.8x
Thu, 18 Sep 2025UK£154.7bUK£183.0bUK£4.9b15.1x31.9x0.8x
Sat, 16 Aug 2025UK£156.6bUK£183.7bUK£4.6b15.5x33.8x0.9x
Mon, 14 Jul 2025UK£160.4bUK£184.3bUK£4.9b15.8x32.7x0.9x
Wed, 11 Jun 2025UK£163.4bUK£183.8bUK£4.9b17.1x33.5x0.9x
Fri, 09 May 2025UK£160.8bUK£182.4bUK£4.8b16.8x33.2x0.9x
Sun, 06 Apr 2025UK£146.3bUK£186.9bUK£4.9b15.3x29.9x0.8x
Tue, 04 Mar 2025UK£161.0bUK£189.5bUK£5.3b14.8x30.5x0.8x
Thu, 30 Jan 2025UK£163.7bUK£190.8bUK£5.4b15.4x30.1x0.9x
Sat, 28 Dec 2024UK£163.2bUK£190.4bUK£5.4b15.9x30.3x0.9x
Mon, 25 Nov 2024UK£164.8bUK£190.1bUK£5.7b15.9x29.1x0.9x
Wed, 23 Oct 2024UK£170.4bUK£189.5bUK£5.9b17.1x28.9x0.9x
Fri, 20 Sep 2024UK£176.0bUK£188.4bUK£6.3b17x28x0.9x
Sun, 18 Aug 2024UK£169.9bUK£191.4bUK£6.5b16.1x26x0.9x
Tue, 16 Jul 2024UK£162.5bUK£191.4bUK£6.3b15.9x25.7x0.8x
Thu, 13 Jun 2024UK£188.4bUK£202.5bUK£5.4b15.8x34.6x0.9x
Sat, 11 May 2024UK£195.8bUK£200.6bUK£5.2b16.5x37.6x1x
Mon, 08 Apr 2024UK£190.8bUK£205.0bUK£5.1b15.1x37.7x0.9x
Wed, 06 Mar 2024UK£191.2bUK£205.0bUK£6.3b15.2x30.5x0.9x
Fri, 02 Feb 2024UK£196.7bUK£223.5bUK£6.7b14.2x29.5x0.9x
Sun, 31 Dec 2023UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Tue, 28 Nov 2023UK£188.4bUK£223.5bUK£6.2b12.2x30.3x0.8x
Thu, 26 Oct 2023UK£179.8bUK£223.7bUK£6.0b11.8x30x0.8x
Sat, 23 Sep 2023UK£194.5bUK£223.0bUK£5.8b12.5x33.3x0.9x
Mon, 21 Aug 2023UK£191.3bUK£222.2bUK£6.0b12.2x31.7x0.9x
Wed, 19 Jul 2023UK£199.8bUK£214.1bUK£6.3b12.8x31.9x0.9x
Fri, 16 Jun 2023UK£200.5bUK£214.2bUK£6.2b13.8x32.2x0.9x
Sun, 14 May 2023UK£207.6bUK£212.3bUK£6.5b13.4x31.7x1x
Price to Earnings Ratio

31.7x


Total Market Cap: UK£207.6bTotal Earnings: UK£6.5bTotal Revenue: UK£212.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.6x202420252026
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 24.2x which is lower than its 3-year average PE of 30.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 2.6% per year over the last three years,
  • Revenues have also declined 2.7% 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 Market2.44%
Consumer Discretionary3.53%
Auto8.30%
Consumer Durables7.30%
Luxury6.38%
Consumer Services4.11%
Retail Distributors3.09%
Leisure3.02%
Specialty Stores2.99%
Hospitality2.55%
General Merchandise and Department Stores2.10%
Online Retail and Ecommerce0%0
Auto Components-0.47%
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 35.2%, which is higher than its past year's earnings decline of 18.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 81% over the next 5 years.
  • This is better than its past earnings decline of 27% 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$29.774.5%
+US$2.2b		-14.9%PE27.1x
IHG InterContinental Hotels GroupUS$145.852.6%
+US$543.9m		27.0%PE28.7x
PSON PearsonUK£11.294.5%
+UK£296.2m		-3.5%PE20.4x
BRBY Burberry GroupUK£12.127.2%
+UK£292.4m		65.0%PS1.8x
BTRW Barratt RedrowUK£2.648.1%
+UK£273.0m		-43.6%PE17.1x

Latest News

WTB
UK£23.46
Whitbread
7D
-1.6%
1Y
-14.4%
Analysis Article • 4h

Some Investors May Be Willing To Look Past Whitbread's (LON:WTB) Soft Earnings

Whitbread plc's ( LON:WTB ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
ENT
UK£5.33
Entain
7D
-4.2%
1Y
-24.3%
CPG
US$29.77
Compass Group
7D
4.5%
1Y
-14.9%
PSON
UK£11.29
Pearson
7D
4.5%
1Y
-3.5%
NXT
UK£131.75
NEXT
7D
1.8%
1Y
7.2%
Analysis Article • May 04

Is Now An Opportune Moment To Examine NEXT plc (LON:NXT)?

Let's talk about the popular NEXT plc ( LON:NXT ). The company's shares saw significant share price movement during...
BTRW
UK£2.64
Barratt Redrow
7D
8.1%
1Y
-43.6%
Narrative Update • May 03

BTRW: Leadership Transition And Trimmed Assumptions Will Shape Future Upside Potential

The analyst price target for Barratt Redrow has been reduced by £0.08, as fair value, growth and margin assumptions have been trimmed in response to recent target cuts and rating changes from several firms, even as one set of analysts moved to a more constructive stance. Analyst Commentary Recent Street research on Barratt Redrow has focused on recalibrating fair value and ratings, with several firms adjusting price targets in light of updated expectations for growth and margins.
GRG
UK£15.12
Greggs
7D
-2.9%
1Y
-17.6%
Narrative Update • May 03

GRG: Execution On Store Rollout And ESG Commitments Will Sustain Future Share Upside

Greggs' analyst price targets have been trimmed by up to around £0.20 per share in recent updates, as analysts factor in slightly higher discount rates, modestly adjusted growth and margin assumptions, and a more cautious stance reflected in recent bearish and downgrade commentary. Analyst Commentary Recent research on Greggs has shifted to a more cautious tone, but several bullish analysts continue to see upside based on execution, store economics and potential for further growth in the estate and product range.
THG
UK£0.31
THG
7D
-2.0%
1Y
24.0%
EVOK
UK£0.35
Evoke
7D
-15.4%
1Y
-33.4%
IHG
US$145.85
InterContinental Hotels Group
7D
2.6%
1Y
27.0%
Analysis Article • Apr 28

Does InterContinental Hotels Group (LON:IHG) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
BKG
UK£33.60
Berkeley Group Holdings
7D
7.7%
1Y
-21.5%
Narrative Update • Apr 24

BKG: Higher Discount Rate And Mixed Ratings Will Shape Future Returns

Analysts have trimmed their average price target on Berkeley Group Holdings by roughly £0.48 per share, citing slightly higher discount rates, a small adjustment to revenue expectations, a modestly higher profit margin, and a marginally lower future P/E assumption. Analyst Commentary Recent research shows a split view on Berkeley Group Holdings, with several firms cutting rating or price targets and others upgrading the stock.
PTEC
UK£3.51
Playtech
7D
-6.2%
1Y
-56.1%
Narrative Update • Apr 23

PTEC: Higher Discount Rate And Lower Future P/E Will Pressure Shares

Analysts have lifted their price targets on Playtech by £0.17 to £0.48 in recent updates, reflecting adjustments to fair value, discount rate, revenue growth, profit margin assumptions, and the future P/E multiple. Analyst Commentary Recent Street research on Playtech has focused on recalibrating fair value assumptions rather than setting out aggressive new views.
PSN
UK£11.00
Persimmon
7D
7.1%
1Y
-18.1%
Narrative Update • Apr 21

PSN: Forward Order Book And Higher Future P E Multiple Will Support Returns

Analysts have trimmed Persimmon's fair value estimate and lowered the average price target by £2.20 to reflect slightly softer assumptions on revenue growth and profit margins, even as recent Street research points to a modest uplift in target prices from £16.00 to £16.10 and from £14.80 to £15.14, along with a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Persimmon offers a mix of cautious tweaks and incremental optimism around valuation, providing a more nuanced picture of how expectations are being reset.
BRBY
UK£12.12
Burberry Group
7D
7.2%
1Y
65.0%
Narrative Update • Apr 21

BRBY: Future Returns Will Depend On Execution As Pessimism Outweighs Recent Upgrade

Burberry Group's updated analyst price target has shifted modestly, with a move of roughly £0.10, as analysts factor in adjusted assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple, following a mix of recent target changes and a fresh upgrade on the stock. Analyst Commentary Recent research updates on Burberry Group show a mixed picture, with some cautious voices standing out even as others make more supportive adjustments.
TBTG
UK£3.10
Beauty Tech Group
7D
-2.2%
1Y
n/a
VCP
UK£0.33
Victoria
7D
-17.4%
1Y
-58.1%