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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMar 18, 2026
DataAggregated Company Financials
Companies116
  • 7D-1.8%
  • 3M-7.9%
  • 1Y-6.8%
  • YTD-7.7%

In the last week, the Consumer Discretionary industry is down 1.8% with JD Sports Fashion down the most at 6.6%. Overall the industry is down 6.8% in 12 months. 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
Wed, 18 Mar 2026UK£139.2bUK£183.3bUK£5.2b13.6x26.7x0.8x
Fri, 13 Feb 2026UK£145.6bUK£181.4bUK£5.4b14x27.2x0.8x
Sun, 11 Jan 2026UK£155.5bUK£185.8bUK£5.2b15.3x29.9x0.8x
Tue, 09 Dec 2025UK£150.5bUK£186.2bUK£5.2b15.2x28.7x0.8x
Thu, 06 Nov 2025UK£155.0bUK£183.8bUK£4.9b16x31.7x0.8x
Sat, 04 Oct 2025UK£156.7bUK£182.4bUK£5.0b15.4x31.5x0.9x
Mon, 01 Sep 2025UK£154.5bUK£182.4bUK£4.9b15.4x31.7x0.8x
Wed, 30 Jul 2025UK£161.2bUK£184.0bUK£4.8b15.8x33.3x0.9x
Fri, 27 Jun 2025UK£160.4bUK£183.4bUK£4.8b16.8x33.3x0.9x
Sun, 25 May 2025UK£164.2bUK£183.7bUK£4.9b17.3x33.4x0.9x
Tue, 22 Apr 2025UK£153.3bUK£182.9bUK£4.8b15.8x32x0.8x
Thu, 20 Mar 2025UK£153.0bUK£186.8bUK£5.5b14.6x28x0.8x
Sat, 15 Feb 2025UK£165.6bUK£189.8bUK£5.4b15.5x30.9x0.9x
Mon, 13 Jan 2025UK£157.9bUK£190.6bUK£5.4b15.4x29.2x0.8x
Wed, 11 Dec 2024UK£168.4bUK£190.0bUK£5.3b16x31.5x0.9x
Fri, 08 Nov 2024UK£168.0bUK£189.2bUK£5.9b16.3x28.4x0.9x
Sun, 06 Oct 2024UK£170.6bUK£189.6bUK£6.1b17.5x28.2x0.9x
Tue, 03 Sep 2024UK£171.2bUK£188.9bUK£6.4b16.7x26.9x0.9x
Thu, 01 Aug 2024UK£169.9bUK£191.7bUK£6.2b16.3x27.5x0.9x
Sat, 29 Jun 2024UK£157.9bUK£192.3bUK£6.4b15.9x24.8x0.8x
Mon, 27 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Wed, 24 Apr 2024UK£189.7bUK£204.6bUK£5.3b15.7x35.7x0.9x
Fri, 22 Mar 2024UK£194.3bUK£205.4bUK£6.0b15x32.4x0.9x
Sun, 18 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Tue, 16 Jan 2024UK£193.4bUK£224.0bUK£6.6b14x29.2x0.9x
Thu, 14 Dec 2023UK£192.8bUK£224.3bUK£6.1b13.8x31.6x0.9x
Sat, 11 Nov 2023UK£183.2bUK£223.9bUK£6.1b12.3x29.9x0.8x
Mon, 09 Oct 2023UK£186.5bUK£223.6bUK£5.8b12.2x32.2x0.8x
Wed, 06 Sep 2023UK£194.4bUK£221.9bUK£6.1b12.6x32.1x0.9x
Fri, 04 Aug 2023UK£199.7bUK£216.2bUK£6.5b12.2x30.7x0.9x
Sun, 02 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Tue, 30 May 2023UK£201.6bUK£214.2bUK£6.3b13.3x31.9x0.9x
Thu, 27 Apr 2023UK£206.2bUK£207.9bUK£6.6b12.8x31.1x1x
Sat, 25 Mar 2023UK£190.0bUK£207.7bUK£7.0b11.7x26.9x0.9x
Price to Earnings Ratio

26.9x


Total Market Cap: UK£190.0bTotal Earnings: UK£7.0bTotal Revenue: UK£207.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.8x202420252026
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 26.7x which is lower than its 3-year average PE of 30.8x.
  • 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 9.6% per year over the last three years,
  • Revenues have also declined 4.1% 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 Market-0.46%
Consumer Discretionary-1.80%
Consumer Services2.17%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.024%
Leisure-0.17%
Hospitality-0.94%
Retail Distributors-1.25%
Luxury-3.08%
Specialty Stores-3.44%
Consumer Durables-5.01%
Auto-6.34%
Auto Components-6.51%
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 41.8%, which is higher than its past year's earnings decline of 18.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 71% 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
IHG InterContinental Hotels GroupUS$133.151.2%
+US$227.8m		20.2%PE26.3x
PSON PearsonUK£10.032.7%
+UK£153.4m		-20.0%PE18.7x
CPG Compass GroupUK£22.670.3%
+UK£119.0m		-13.6%PE27.6x
TRN TrainlineUK£2.034.5%
+UK£32.6m		-27.0%PE10.4x
TPT Topps TilesUK£0.4213.5%
+UK£9.8m		33.8%PE13.8x

Latest News

BRBY
UK£10.47
Burberry Group
7D
-3.4%
1Y
15.3%
BKG
UK£36.68
Berkeley Group Holdings
7D
-6.2%
1Y
-0.2%
ENT
UK£5.46
Entain
7D
-6.4%
1Y
-16.8%

ENT: Rebased Expectations Will Reward Execution On Margins And Dividend Delivery

Entain's analyst price targets have been sharply reset lower, with recent cuts from around £11.50 to as low as £1.00 per share, as analysts factor in a higher discount rate, more cautious revenue growth assumptions, a lower profit margin outlook, and a higher future P/E multiple. Analyst Commentary Recent Street research shows that, while price targets have been reset sharply lower in absolute terms, some bullish analysts still see room for upside relative to current trading levels.
DNLM
UK£8.45
Dunelm Group
7D
-8.3%
1Y
-8.7%

DNLM: Share Buybacks And Recent Upgrades Will Support Multiple Re Rating

Analysts have nudged their price target for Dunelm Group higher to £11.93. This reflects updated views on its discount rate, revenue growth and profit margin assumptions, along with a slightly adjusted future P/E multiple informed by recent mixed broker calls.
TRN
UK£2.03
Trainline
7D
4.5%
1Y
-27.0%
IHG
US$133.15
InterContinental Hotels Group
7D
1.2%
1Y
20.2%
PSN
UK£12.02
Persimmon
7D
-6.1%
1Y
0.4%
GYM
UK£1.77
Gym Group
7D
1.0%
1Y
35.6%
PSON
UK£10.03
Pearson
7D
2.7%
1Y
-20.0%

PSON: AI Partnerships And Buyback Programme Will Support Future Upside

Analysts have lowered their Pearson price targets, with several reductions bringing the average implied value closer to peers at around £13.90. They have adjusted revenue assumptions slightly while keeping profit expectations broadly steady and are applying lower P/E multiples in line with the wider media group.
CPG
UK£22.67
Compass Group
7D
0.3%
1Y
-13.6%

CPG: Premium P/E And Margins Will Support Upside Despite Trimmed Expectations

Analysts have trimmed their price target on Compass Group to £28.56 from £28.03, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, in line with recent Street research highlighting a £1.00 reduction from RBC Capital. Analyst Commentary Recent Street research, including the £1.00 trim in the formal target, suggests analysts are fine tuning their expectations around Compass Group rather than making a wholesale change in view.
BWY
UK£22.34
Bellway
7D
-4.9%
1Y
-4.0%

BWY: Future P/E Repricing Will Support Constructive Undervaluation Case

Analysts have trimmed their price target for Bellway slightly to £3,390 from £3,410, reflecting updated views on revenue growth, profit margins and future P/E assumptions, while retaining a broadly constructive stance on the shares. Analyst Commentary The small trim in the price target to £3,390 from £3,410 signals that bearish analysts see a little less headroom for upside, even while the broader stance on the shares remains constructive.
PTEC
UK£3.57
Playtech
7D
0.4%
1Y
-52.1%

PTEC: Discount Rate Sensitivity Will Undermine Overstretched Earnings Multiple

Analysts have nudged their price target on Playtech higher by £0.05, pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that they see as better reflecting the company’s current outlook. Analyst Commentary While the latest price target move is modest at 5 GBp, it still reflects fresh thinking on valuation inputs, including discount rate, revenue growth, profit margins and future P/E.
TPT
UK£0.42
Topps Tiles
7D
13.5%
1Y
33.8%
BTRW
UK£2.88
Barratt Redrow
7D
-5.0%
1Y
-33.3%

BTRW: Dividend Discipline And Leadership Transition Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been revised to £4.71 per share, reflecting a modest pullback from recent Street targets such as £4.70 and £4.30 as analysts adjust their assumptions for discount rates and earnings multiples. Analyst Commentary Recent Street research around Barratt Redrow has focused on recalibrating price targets rather than making extreme calls on the shares.
JD.
UK£0.71
JD Sports Fashion
7D
-6.6%
1Y
-8.9%

JD.: Recalibrated Expectations And Buyback Plan Will Support Future Upside Potential

Analysts have reduced their price target for JD Sports Fashion to reflect a lower fair value of £1.70, with recent target cuts from 10 GBp at Deutsche Bank and 1 GBp at Citi supported by more cautious assumptions on growth, margins and future P/E. Analyst Commentary Recent target changes around £1.70 suggest that analysts are recalibrating their expectations, with adjustments in the low GBp range indicating more fine tuned views on execution, margins and valuation rather than a wholesale shift in sentiment.
HSW
UK£1.05
Hostelworld Group
7D
1.9%
1Y
-15.0%