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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies115
  • 7D3.2%
  • 3M-6.0%
  • 1Y-9.3%
  • YTD-7.9%

The Consumer Discretionary industry is up 3.2% in the last week, with Compass Group up 4.4%. In the past year, the industry is down 9.3%. Looking forward, 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
Tue, 21 Apr 2026UK£152.2bUK£195.6bUK£6.0b12.5x25.3x0.8x
Thu, 19 Mar 2026UK£136.9bUK£183.6bUK£5.2b13.4x26.2x0.7x
Sat, 14 Feb 2026UK£145.9bUK£181.4bUK£5.4b14.2x27.2x0.8x
Mon, 12 Jan 2026UK£155.5bUK£185.8bUK£5.2b15.3x29.9x0.8x
Wed, 10 Dec 2025UK£150.0bUK£186.2bUK£5.2b15.3x28.6x0.8x
Fri, 07 Nov 2025UK£153.2bUK£184.7bUK£4.9b15.3x31.1x0.8x
Sun, 05 Oct 2025UK£156.7bUK£182.5bUK£5.0b15.4x31.4x0.9x
Tue, 02 Sep 2025UK£154.4bUK£182.4bUK£4.9b15.6x31.7x0.8x
Thu, 31 Jul 2025UK£161.1bUK£184.3bUK£4.8b15.9x33.2x0.9x
Sat, 28 Jun 2025UK£163.2bUK£183.5bUK£4.8b16.9x33.8x0.9x
Mon, 26 May 2025UK£164.2bUK£183.7bUK£4.9b17.3x33.4x0.9x
Wed, 23 Apr 2025UK£153.7bUK£182.8bUK£4.8b15.5x32.1x0.8x
Fri, 21 Mar 2025UK£151.2bUK£186.9bUK£5.4b15.2x27.8x0.8x
Sun, 16 Feb 2025UK£165.6bUK£189.9bUK£5.4b15.5x30.9x0.9x
Tue, 14 Jan 2025UK£156.8bUK£190.8bUK£5.4b15.4x28.9x0.8x
Thu, 12 Dec 2024UK£169.7bUK£189.9bUK£5.3b16.2x31.8x0.9x
Sat, 09 Nov 2024UK£166.4bUK£189.4bUK£5.9b16.3x28x0.9x
Mon, 07 Oct 2024UK£170.6bUK£189.6bUK£6.1b17.5x28.2x0.9x
Wed, 04 Sep 2024UK£170.7bUK£189.0bUK£6.4b16.3x26.8x0.9x
Fri, 02 Aug 2024UK£170.8bUK£191.9bUK£6.1b16.5x28x0.9x
Sun, 30 Jun 2024UK£157.9bUK£192.3bUK£6.3b15.9x24.9x0.8x
Tue, 28 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Thu, 25 Apr 2024UK£188.0bUK£204.6bUK£5.3b15.6x35.4x0.9x
Sat, 23 Mar 2024UK£194.4bUK£205.0bUK£5.9b15.1x32.9x0.9x
Mon, 19 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Wed, 17 Jan 2024UK£193.9bUK£224.0bUK£6.6b13.9x29.2x0.9x
Fri, 15 Dec 2023UK£197.2bUK£224.3bUK£6.1b14.4x32.3x0.9x
Sun, 12 Nov 2023UK£184.7bUK£223.9bUK£6.1b12.3x30.2x0.8x
Tue, 10 Oct 2023UK£184.3bUK£223.6bUK£5.8b11.8x31.8x0.8x
Thu, 07 Sep 2023UK£192.6bUK£222.0bUK£6.0b12.5x31.9x0.9x
Sat, 05 Aug 2023UK£201.7bUK£216.2bUK£6.5b12.1x31x0.9x
Mon, 03 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Wed, 31 May 2023UK£200.9bUK£214.1bUK£6.3b13.3x31.8x0.9x
Fri, 28 Apr 2023UK£205.3bUK£207.9bUK£6.6b12.5x31x1x
Price to Earnings Ratio

31x


Total Market Cap: UK£205.3bTotal Earnings: UK£6.6bTotal Revenue: UK£207.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.7x202420252026
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 25.3x which is lower than its 3-year average PE of 30.7x.
  • 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 3.2% per year over the last three years,
  • Revenues have also declined 2.0% 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 Market0.61%
Consumer Discretionary3.21%
Auto11.79%
Consumer Services5.45%
Hospitality4.36%
Luxury3.96%
Leisure2.48%
Retail Distributors2.26%
Consumer Durables2.18%
General Merchandise and Department Stores1.96%
Specialty Stores1.66%
Online Retail and Ecommerce0%0
Auto Components-2.97%
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 35.9%, 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 78% over the next 5 years.
  • This is better than its past earnings decline of 11% 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$28.464.4%
+US$2.0b		-15.9%PE25.9x
IHG InterContinental Hotels GroupUS$145.504.9%
+US$995.2m		44.6%PE28.7x
ENT EntainUK£6.1312.7%
+UK£442.8m		7.7%PS0.7x
PSON PearsonUK£10.776.0%
+UK£350.0m		-8.1%PE19.6x
NXT NEXTUK£135.051.1%
+UK£271.1m		12.1%PE17.5x

Latest News

CURY
UK£1.30
Currys
7D
-2.8%
1Y
30.4%
ABDP
UK£10.82
AB Dynamics
7D
-5.1%
1Y
-33.6%
TBTG
UK£3.05
Beauty Tech Group
7D
1.0%
1Y
n/a
IHG
US$145.50
InterContinental Hotels Group
7D
4.9%
1Y
44.6%
CPG
US$28.46
Compass Group
7D
4.4%
1Y
-15.9%
NXT
UK£135.05
NEXT
7D
1.1%
1Y
12.1%
GAW
UK£197.00
Games Workshop Group
7D
2.5%
1Y
35.6%
ENT
UK£6.13
Entain
7D
12.7%
1Y
7.7%

ENT: UK Gaming Tax Reset Will Shape Future Cash Return Repricing

Entain's revised analyst price target edges lower, reflecting a fair value move from about £10.35 to £9.87 as analysts recalibrate profit margin and discount rate assumptions despite mixed recent target changes across the Street. Analyst Commentary Recent Street research on Entain reflects a mix of optimism about underlying fundamentals and caution around execution and valuation, with several firms revising price targets and at least one downgrade on the rating side.
DNLM
UK£8.12
Dunelm Group
7D
-2.2%
1Y
-24.4%

DNLM: Share Repurchases And Recent Upgrades Will Support Future Multiple Re Rating

Analysts have lifted their price target on Dunelm Group to £11.93, reflecting a slightly higher assumed discount rate and P/E multiple, with recent upgrades from several firms outweighing a more cautious stance from Panmure Liberum. Analyst Commentary Bullish Takeaways Bullish analysts see the raised P/E multiple as support for a higher fair value, suggesting the market may be willing to pay more for Dunelm Group's earnings stream if current execution is maintained.
PSON
UK£10.77
Pearson
7D
6.0%
1Y
-8.1%

PSON: AI Partnerships And Buybacks Will Support Future Cash Flow Resilience

Analysts have trimmed Pearson's average price target, with recent cuts to about £13.90 and £11.20 per share. These changes reflect closer alignment of valuation multiples with media peers and slightly softer outer year revenue assumptions, even as profit forecasts stay broadly intact.
THG
UK£0.39
THG
7D
25.2%
1Y
38.4%
BRBY
UK£11.76
Burberry Group
7D
3.5%
1Y
79.8%

BRBY: Royal Heritage Capsule And Reset Expectations Will Support Future Repricing

Burberry Group’s updated analyst price target has edged lower by about £0.17. This reflects a slightly lower fair value estimate alongside modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, as analysts weigh recent mixed research moves including a price target cut at Deutsche Bank, an upgrade at Barclays and a target increase at Citi.
KGF
UK£3.05
Kingfisher
7D
-0.2%
1Y
13.5%

KGF: Higher Fair Value Views Will Reflect AI Partnership Execution Potential

Analysts have lifted Kingfisher's fair value estimate, reflected in higher price targets, such as the move to £3.30 from £2.95, supported by updated assumptions on discount rate, profit margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a £3.30 price target as consistent with updated assumptions on P/E and margins, suggesting the current share price does not fully reflect their revised fair value work.
MARS
UK£0.55
Marston's
7D
-1.6%
1Y
50.5%
WVIA
UK£2.20
Winvia Entertainment
7D
-2.2%
1Y
n/a
VLRM
UK£0.029
Valereum
7D
-27.5%
1Y
-75.8%