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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies117
  • 7D-0.6%
  • 3M-5.7%
  • 1Y-3.8%
  • YTD-1.7%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Pearson gained 3.6%. As for the longer term, the industry has declined 3.7% in the last 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
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
Fri, 03 Feb 2023UK£203.1bUK£206.7bUK£8.2b12.8x24.8x1x
Price to Earnings Ratio

24.8x


Total Market Cap: UK£203.1bTotal Earnings: UK£8.2bTotal Revenue: UK£206.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.6x202420252026
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 30.6x.
  • 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 14% per year over the last three years,
  • Revenues have also declined 3.6% 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 Market0.082%
Consumer Discretionary-0.63%
Specialty Stores3.55%
Consumer Services2.86%
Auto1.47%
Retail Distributors1.46%
Auto Components1.05%
Consumer Durables0.37%
Online Retail and Ecommerce0%0
Leisure-0.99%
Hospitality-2.15%
Luxury-2.21%
General Merchandise and Department Stores-3.34%
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 44.4%, 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 78% 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
PSON PearsonUK£9.633.6%
+UK£209.4m		-25.4%PE13.9x
JD. JD Sports FashionUK£0.845.3%
+UK£206.8m		2.9%PE8.1x
CURY CurrysUK£1.4514.1%
+UK£187.6m		66.9%PE11.6x
WOSG Watches of Switzerland GroupUK£5.3010.7%
+UK£121.7m		1.0%PE18.1x
KGF KingfisherUK£3.242.0%
+UK£105.2m		35.7%PE29.7x

Latest News

KGF
UK£3.24
Kingfisher
7D
2.0%
1Y
35.7%

Kingfisher plc (LON:KGF) Shares Could Be 23% Above Their Intrinsic Value Estimate

Jan 27
Kingfisher plc (LON:KGF) Shares Could Be 23% Above Their Intrinsic Value Estimate
ENT
UK£6.68
Entain
7D
-2.9%
1Y
-2.4%

At UK£6.72, Is Entain Plc (LON:ENT) Worth Looking At Closely?

Jan 26
At UK£6.72, Is Entain Plc (LON:ENT) Worth Looking At Closely?
CPG
UK£22.24
Compass Group
7D
-2.6%
1Y
-18.0%

CPG: Strengthened European Platform And Returns Profile Will Support Long Runway

Analysts have nudged their fair value estimate for Compass Group slightly higher to £28.33 per share from £28.23, citing recent price target increases and upgraded views on long term EBITA growth, European growth potential, and an improved returns profile. Analyst Commentary Bullish Takeaways Bullish analysts point to what they describe as "sustainably enhanced" long term EBITA growth as a key support for higher fair value estimates and price targets.
TW.
UK£1.06
Taylor Wimpey
7D
-1.5%
1Y
-10.4%

TW.: Outlet Stability And Higher Future P/E Assumption Will Support Upside Potential

Narrative Update The analyst price target for Taylor Wimpey has been adjusted to £1.66 from £1.65, with analysts pointing to updated fair value assumptions, a slightly different discount rate, modestly revised revenue growth and margin expectations, and a higher assumed future P/E multiple following recent research updates from major banks. Analyst Commentary Recent Street research on Taylor Wimpey has been mixed, with some headlines focusing on downgrades and lower price targets.
PSON
UK£9.63
Pearson
7D
3.6%
1Y
-25.4%

AI Skilling And Assessments Will Drive Long Term Value For This Education Leader

Catalysts About Pearson Pearson is a global education company focused on assessments, qualifications and learning services across schools, higher education, English language learning and workforce skills. What are the underlying business or industry changes driving this perspective?
BRBY
UK£11.74
Burberry Group
7D
-5.1%
1Y
3.6%

BRBY: Long Term Licensing Renewal Will Support Future Bullish Thesis

Analysts now see fair value for Burberry Group at £15.70 per share, slightly below the prior £16.00. This reflects adjusted price targets in the £15.50 to £15.70 range and updated assumptions on discount rate, revenue growth, profit margin and future P/E.
WOSG
UK£5.30
Watches of Switzerland Group
7D
10.7%
1Y
1.0%
CURY
UK£1.45
Currys
7D
14.1%
1Y
66.9%

CURY: Wireless Strength And Buybacks Will Support Stronger Future Share Performance

Analysts have nudged their fair value estimate for Currys up from £1.65 to £1.76, citing updated assumptions around revenue growth, profit margins, discount rates and future P/E levels as the key drivers of the new target. What's in the News Currys issued guidance for the first half of 2026, targeting group like for like sales of +4% for the period (company guidance).
NXT
UK£134.40
NEXT
7D
-3.7%
1Y
44.0%

NXT: Future Cash Returns Will Be Supported By disciplined Execution And Capital Discipline

The analyst price target for Next has risen slightly as fair value edges up from £146.07 to £147.44, supported by a series of recent target increases from £11,700 to £18,000 and from €14,000 to €15,000, with analysts citing a mix of updated growth, discount rate and P/E assumptions. Analyst Commentary Recent research points to a cluster of higher price targets for Next, with a mix of Buy, Neutral and Overweight views.
JDW
UK£6.88
J D Wetherspoon
7D
-9.3%
1Y
11.7%

Here's Why J D Wetherspoon (LON:JDW) Has A Meaningful Debt Burden

Jan 22
Here's Why J D Wetherspoon (LON:JDW) Has A Meaningful Debt Burden
IHG
US$135.15
InterContinental Hotels Group
7D
-0.7%
1Y
3.8%

InterContinental Hotels Group PLC's (LON:IHG) Shareholders Might Be Looking For Exit

Jan 22
InterContinental Hotels Group PLC's (LON:IHG) Shareholders Might Be Looking For Exit
JD.
UK£0.84
JD Sports Fashion
7D
5.3%
1Y
2.9%

JD.: Recent £100m Buyback Will Support Future Shareholder Returns

Analysts have trimmed their fair value estimate for JD Sports Fashion to £1.07 from £1.15, mainly reflecting slightly softer assumptions for revenue growth, profit margins and future P/E, along with a modestly higher discount rate. What's in the News JD Sports Fashion completed a share buyback program, repurchasing 115,071,637 shares, equal to 2.24% of the company, for £100 million between August 27, 2025 and December 17, 2025 (Key Developments).
BTRW
UK£3.84
Barratt Redrow
7D
1.5%
1Y
-12.1%

BTRW: Dividend And Leadership Transition Will Support Future Upside Potential

Analysts have trimmed their price target for Barratt Redrow to reflect a slightly lower fair value estimate of £4.79. This change is driven by small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
BKG
UK£40.38
Berkeley Group Holdings
7D
1.9%
1Y
6.0%

We Think Berkeley Group Holdings (LON:BKG) Can Stay On Top Of Its Debt

Jan 16
We Think Berkeley Group Holdings (LON:BKG) Can Stay On Top Of Its Debt
GAW
UK£178.90
Games Workshop Group
7D
-1.0%
1Y
24.1%
COA
UK£0.86
Coats Group
7D
4.5%
1Y
-6.7%

What Is Coats Group plc's (LON:COA) Share Price Doing?

Nov 29
What Is Coats Group plc's (LON:COA) Share Price Doing?