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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies115
  • 7D-3.1%
  • 3M-1.9%
  • 1Y-5.5%
  • YTD-3.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.0%, driven by Compass Group declining 3.0%. In contrast, NEXT has gained 5.8%. Overall the industry is down 4.9% in 12 months. Earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025UK£154.3bUK£183.8bUK£4.9b15.9x31.6x0.8x
Fri, 03 Oct 2025UK£156.1bUK£182.5bUK£5.0b15.5x31.3x0.9x
Sun, 31 Aug 2025UK£154.5bUK£182.4bUK£4.9b15.4x31.7x0.8x
Tue, 29 Jul 2025UK£162.1bUK£184.3bUK£4.9b15.8x33.1x0.9x
Thu, 26 Jun 2025UK£159.4bUK£183.6bUK£4.8b16.8x33x0.9x
Sat, 24 May 2025UK£164.3bUK£183.7bUK£4.9b17.3x33.4x0.9x
Mon, 21 Apr 2025UK£153.3bUK£182.9bUK£4.8b15.8x32x0.8x
Wed, 19 Mar 2025UK£154.9bUK£186.8bUK£5.5b14.6x28.3x0.8x
Fri, 14 Feb 2025UK£165.5bUK£190.2bUK£5.4b15.5x30.8x0.9x
Sun, 12 Jan 2025UK£157.9bUK£191.5bUK£5.4b15.4x29.1x0.8x
Tue, 10 Dec 2024UK£169.3bUK£189.9bUK£5.3b16.3x31.7x0.9x
Thu, 07 Nov 2024UK£167.9bUK£189.4bUK£5.9b16.3x28.3x0.9x
Sat, 05 Oct 2024UK£170.6bUK£189.6bUK£6.0b17.5x28.2x0.9x
Mon, 02 Sep 2024UK£169.0bUK£189.0bUK£6.4b16.4x26.6x0.9x
Wed, 31 Jul 2024UK£168.7bUK£191.4bUK£6.2b16.3x27.3x0.9x
Fri, 28 Jun 2024UK£159.6bUK£193.0bUK£6.4b15.5x24.8x0.8x
Sun, 26 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Tue, 23 Apr 2024UK£185.7bUK£204.8bUK£5.3b15.4x34.8x0.9x
Thu, 21 Mar 2024UK£189.9bUK£205.0bUK£6.3b14.7x30x0.9x
Sat, 17 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Mon, 15 Jan 2024UK£193.1bUK£224.0bUK£6.6b14x29.1x0.9x
Wed, 13 Dec 2023UK£193.2bUK£224.3bUK£6.1b13.8x31.6x0.9x
Fri, 10 Nov 2023UK£184.8bUK£223.5bUK£6.1b12.4x30.3x0.8x
Sun, 08 Oct 2023UK£186.5bUK£223.6bUK£5.8b12.2x32.2x0.8x
Tue, 05 Sep 2023UK£195.3bUK£221.9bUK£6.1b12.5x32.2x0.9x
Thu, 03 Aug 2023UK£199.8bUK£216.6bUK£6.6b12.2x30.3x0.9x
Sat, 01 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Mon, 29 May 2023UK£201.6bUK£214.2bUK£6.3b13.3x31.9x0.9x
Wed, 26 Apr 2023UK£205.4bUK£207.6bUK£6.7b12.6x30.8x1x
Fri, 24 Mar 2023UK£192.4bUK£207.4bUK£7.4b12.1x26.1x0.9x
Sun, 19 Feb 2023UK£201.6bUK£207.1bUK£8.2b12.5x24.7x1x
Tue, 17 Jan 2023UK£196.0bUK£206.5bUK£8.5b11.7x23.1x0.9x
Thu, 15 Dec 2022UK£174.4bUK£203.3bUK£8.8b10.5x19.7x0.9x
Sat, 12 Nov 2022UK£174.4bUK£196.6bUK£8.1b9.9x21.5x0.9x
Price to Earnings Ratio

21.5x


Total Market Cap: UK£174.4bTotal Earnings: UK£8.1bTotal Revenue: UK£196.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30x202320242025
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 30.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
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 2.2% 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-0.10%
Consumer Discretionary-3.11%
Leisure5.65%
General Merchandise and Department Stores3.92%
Online Retail and Ecommerce0%0
Auto Components-0.41%
Retail Distributors-2.48%
Consumer Durables-3.13%
Hospitality-3.97%
Consumer Services-4.91%
Specialty Stores-5.85%
Luxury-8.31%
Auto-10.29%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 108x.
    • Analysts are expecting annual earnings growth of 24.0%, which is higher than its past year's earnings growth of 4.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 70% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings decline by 2.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NXT NEXTUK£141.855.8%
+UK£906.3m		41.3%PE20.8x
GAW Games Workshop GroupUK£162.905.7%
+UK£290.2m		38.4%PE27.4x
WOSG Watches of Switzerland GroupUK£3.994.7%
+UK£42.6m		-2.6%PE17.6x
CRN Cairn HomesUK£1.712.0%
+UK£21.1m		-5.7%PE12.1x
PPH PPHE Hotel GroupUK£14.662.9%
+UK£17.6m		17.3%PE28x

Latest News

SNWS
UK£0.66
Smiths News
7D
4.8%
1Y
6.5%
NXT
UK£141.85
NEXT
7D
5.8%
1Y
41.3%
TUNE
UK£2.25
Focusrite
7D
10.3%
1Y
-6.6%
FRAS
UK£6.84
Frasers Group
7D
-8.3%
1Y
-11.7%

Investors Will Want Frasers Group's (LON:FRAS) Growth In ROCE To Persist

Nov 03
Investors Will Want Frasers Group's (LON:FRAS) Growth In ROCE To Persist
CPG
UK£25.19
Compass Group
7D
-3.0%
1Y
-3.0%

CPG: Lower Discount Rate Will Unlock Future Operational Synergies From Acquisitions

Analysts have raised their price target on Compass Group slightly. The target has increased from $28.10 to $28.12, citing incremental improvements in projected revenue growth and profit margins.
BTRW
UK£3.72
Barratt Redrow
7D
-5.5%
1Y
-17.1%

BTRW: Integration Moves And Dividend Raise Will Lift Shareholder Returns

Analysts have modestly revised their price targets for Barratt Redrow upwards. The consensus has moved from £5.21 to £5.13 per share, reflecting cautious optimism based on updated sector outlooks and company performance metrics.
WOSG
UK£3.99
Watches of Switzerland Group
7D
4.7%
1Y
-2.6%

WOSG: Sector Tailwinds And Measured Risk Will Shape US Expansion Strategy

Narrative Update on Watches of Switzerland Group Analysts have raised their price target for Watches of Switzerland Group slightly. The price target increased from £4.33 to £4.35 per share, citing recent upgrades and an improved outlook in sector research.
PSON
UK£10.53
Pearson
7D
-4.9%
1Y
-11.1%

Pearson plc's (LON:PSON) Business Is Yet to Catch Up With Its Share Price

Oct 30
Pearson plc's (LON:PSON) Business Is Yet to Catch Up With Its Share Price
JD.
UK£0.86
JD Sports Fashion
7D
-13.4%
1Y
-30.3%

Share Buybacks And Improved Sector Views Will Shape Retailer’s Next Chapter

JD Sports Fashion has seen its analyst price target increase modestly, with the consensus rising to £1.04 from £0.95 as analysts cite improved fair value assumptions and more optimistic sector sentiment. Analyst Commentary Recent street research on JD Sports Fashion reflects a mix of optimistic and cautious sentiment among analysts regarding the company’s valuation and outlook.
ENT
UK£7.62
Entain
7D
-5.7%
1Y
4.8%

Is Entain (LON:ENT) A Risky Investment?

Oct 24
Is Entain (LON:ENT) A Risky Investment?
BRBY
UK£11.69
Burberry Group
7D
-10.1%
1Y
43.0%

Analyst Commentary Signals Shifting Sentiment and Raised Price Targets for Burberry Group

Burberry Group's analyst price target has been raised significantly, with new targets now ranging from 1,500 GBp to 1,600 GBp. Analysts cite early signs of recovery in the European luxury sector and potential improvements in demand from China. Analyst Commentary Recent updates from equity research houses reflect a changing sentiment towards Burberry Group, highlighting both renewed optimism and ongoing areas of caution.
WTB
UK£28.00
Whitbread
7D
-8.7%
1Y
-8.9%
JNEO
UK£4.95
Journeo
7D
8.0%
1Y
80.0%
GAW
UK£162.90
Games Workshop Group
7D
5.7%
1Y
38.4%
PPH
UK£14.66
PPHE Hotel Group
7D
2.9%
1Y
17.3%
CRN
UK£1.71
Cairn Homes
7D
2.0%
1Y
-5.7%