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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies114
  • 7D-0.05%
  • 3M-5.9%
  • 1Y-15.1%
  • YTD-9.0%

Last week, the Consumer Discretionary industry hasn't moved much but Compass Group is up 8.8% in that time. As for the longer term, the industry has declined 15% in the last year. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 May 2026UK£151.9bUK£198.2bUK£6.1b12.3x24.8x0.8x
Sun, 12 Apr 2026UK£147.9bUK£195.5bUK£6.0b12.4x24.5x0.8x
Tue, 10 Mar 2026UK£140.8bUK£182.7bUK£5.2b14.1x27.2x0.8x
Thu, 05 Feb 2026UK£148.7bUK£181.0bUK£5.3b14.2x27.9x0.8x
Sat, 03 Jan 2026UK£152.4bUK£185.6bUK£5.2b15.3x29.4x0.8x
Mon, 01 Dec 2025UK£153.1bUK£186.2bUK£5.1b15.2x30x0.8x
Wed, 29 Oct 2025UK£159.1bUK£183.3bUK£5.0b16.3x31.9x0.9x
Fri, 26 Sep 2025UK£154.1bUK£184.9bUK£5.0b14.9x31x0.8x
Sun, 24 Aug 2025UK£159.7bUK£183.8bUK£4.6b15.5x34.4x0.9x
Tue, 22 Jul 2025UK£160.4bUK£184.0bUK£4.9b15.7x32.8x0.9x
Thu, 19 Jun 2025UK£160.9bUK£184.3bUK£4.9b17.2x32.7x0.9x
Sat, 17 May 2025UK£165.3bUK£183.6bUK£4.8b17.2x34.3x0.9x
Mon, 14 Apr 2025UK£148.0bUK£186.4bUK£4.9b15.9x30.2x0.8x
Wed, 12 Mar 2025UK£156.2bUK£187.6bUK£5.6b14.3x27.7x0.8x
Fri, 07 Feb 2025UK£164.7bUK£190.8bUK£5.4b15.3x30.6x0.9x
Sun, 05 Jan 2025UK£162.4bUK£190.8bUK£5.4b15.8x30.1x0.9x
Tue, 03 Dec 2024UK£166.9bUK£190.3bUK£5.4b15.8x30.9x0.9x
Thu, 31 Oct 2024UK£170.6bUK£189.5bUK£5.9b16.3x28.9x0.9x
Sat, 28 Sep 2024UK£174.7bUK£188.4bUK£6.2b17.5x28.2x0.9x
Mon, 26 Aug 2024UK£170.9bUK£188.8bUK£6.4b16.8x26.9x0.9x
Wed, 24 Jul 2024UK£164.7bUK£191.4bUK£6.2b15.8x26.6x0.9x
Fri, 21 Jun 2024UK£161.9bUK£193.0bUK£6.4b15.4x25.4x0.8x
Sun, 19 May 2024UK£196.2bUK£202.4bUK£5.0b16.3x39.1x1x
Tue, 16 Apr 2024UK£188.2bUK£205.0bUK£5.4b15.7x35.1x0.9x
Thu, 14 Mar 2024UK£192.8bUK£204.6bUK£6.1b15.7x31.4x0.9x
Sat, 10 Feb 2024UK£192.9bUK£204.0bUK£6.3b14.4x30.5x0.9x
Mon, 08 Jan 2024UK£194.2bUK£224.0bUK£6.6b14.1x29.3x0.9x
Wed, 06 Dec 2023UK£189.9bUK£223.8bUK£6.2b12.6x30.7x0.8x
Fri, 03 Nov 2023UK£185.6bUK£223.7bUK£6.1b12.2x30.4x0.8x
Sun, 01 Oct 2023UK£190.4bUK£223.3bUK£5.8b12.6x32.7x0.9x
Tue, 29 Aug 2023UK£192.0bUK£222.5bUK£6.0b12.4x31.8x0.9x
Thu, 27 Jul 2023UK£202.4bUK£214.2bUK£6.3b12.3x32.3x0.9x
Sat, 24 Jun 2023UK£196.7bUK£214.6bUK£6.2b13.1x31.9x0.9x
Mon, 22 May 2023UK£208.0bUK£213.5bUK£6.3b13.5x33x1x
Price to Earnings Ratio

33x


Total Market Cap: UK£208.0bTotal Earnings: UK£6.3bTotal Revenue: UK£213.5bTotal 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 24.8x 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 2.4% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary sector?

GB Market-0.92%
Consumer Discretionary-0.049%
Hospitality5.48%
Auto5.47%
Auto Components0.69%
Online Retail and Ecommerce0%0
Retail Distributors-2.09%
Specialty Stores-2.48%
Leisure-2.94%
Consumer Services-3.61%
Luxury-4.13%
Consumer Durables-4.60%
General Merchandise and Department Stores-5.10%
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 35.3%, 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 82% 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$33.3113.7%
+US$6.8b		-4.9%PE28.1x
IHG InterContinental Hotels GroupUS$151.452.3%
+US$507.1m		25.6%PE29.8x
GRG GreggsUK£17.0713.8%
+UK£211.0m		-12.7%PE14.2x
WOSG Watches of Switzerland GroupUK£6.3314.3%
+UK£184.3m		52.8%PE21.3x
PPH PPHE Hotel GroupUK£16.328.5%
+UK£53.6m		17.1%PE51.8x

Latest News

WTB
UK£23.40
Whitbread
7D
0.8%
1Y
-17.4%
ATG
UK£3.79
Auction Technology Group
7D
6.8%
1Y
-21.9%
BRBY
UK£10.83
Burberry Group
7D
-12.0%
1Y
12.1%
VTY
UK£2.87
Vistry Group
7D
-16.9%
1Y
-53.2%
PSN
UK£10.73
Persimmon
7D
-3.2%
1Y
-21.2%
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CPG
US$33.31
Compass Group
7D
13.7%
1Y
-4.9%
GRG
UK£17.07
Greggs
7D
13.8%
1Y
-12.7%
IHG
US$151.45
InterContinental Hotels Group
7D
2.3%
1Y
25.6%
NXT
UK£126.30
NEXT
7D
-4.3%
1Y
0.4%
Narrative Update • May 08

NXT: Future Cash Returns Will Rely On Higher Discount Rate Caution

Narrative Update The analyst price target for NEXT has been reduced by £3.42, with analysts citing slightly higher discount rate assumptions and more moderate revenue growth expectations. This change is partly reflected in recent Street research, including a £3.42 target reduction at Citi.
JD.
UK£0.70
JD Sports Fashion
7D
-3.8%
1Y
-23.0%
TW.
UK£0.79
Taylor Wimpey
7D
-4.1%
1Y
-32.1%
Narrative Update • May 06

TW.: Share Buybacks And Outlet Expansion Will Support Future Upside

The updated analyst price target for Taylor Wimpey points to a lower fair value of £1.09 versus £1.28 previously. This reflects recent cuts and downgrades from several brokers as analysts factor in more cautious assumptions on revenue growth and profit margins, partly offset by a higher assumed future P/E multiple.
BTRW
UK£2.51
Barratt Redrow
7D
-4.9%
1Y
-46.0%
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.
PPH
UK£16.32
PPHE Hotel Group
7D
8.5%
1Y
17.1%
Narrative Update • May 02

PPH: Freehold Repurchase And Dividend Progress Will Shape Future Returns

Analysts have nudged their price target on PPHE Hotel Group slightly lower to £18.33, reflecting small revisions to revenue growth assumptions, profit margin expectations, and the forward P/E multiple. What's in the News PPHE Hotel Group agreed to repurchase the freehold interest in Park Plaza London Waterloo, reversing an earlier sale and leaseback arrangement on the 494 room hotel that was originally sold for £161.5m with a 199 year lease and inflation linked rent obligations (Key Developments).
WOSG
UK£6.33
Watches of Switzerland Group
7D
14.3%
1Y
52.8%
Narrative Update • May 01

WOSG: Softer Margin Guidance In 2026 Will Restrain Share Upside

Analysts have made modest adjustments to their price targets for Watches of Switzerland Group, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E, while maintaining their view of fair value at £4.30 per share. What's in the News Watches of Switzerland Group issued financial guidance for the second half of fiscal 2026, indicating that EBIT margin % is expected to be higher in the second half than in the first half (company guidance).
AML
UK£0.49
Aston Martin Lagonda Global Holdings
7D
6.8%
1Y
-38.0%
BME
UK£1.61
B&M European Value Retail
7D
-6.9%
1Y
-52.0%
Narrative Update • Apr 30

BME: Future Upside Will Depend On Discount Execution And Earnings Resilience

Analysts have trimmed their fair value estimate for B&M European Value Retail, nudging the price target lower by a small amount to around £2.16, as they factor in slightly softer revenue growth and profit margin expectations alongside a modestly higher future P/E assumption. Analyst Commentary Bullish Takeaways Bullish analysts highlight that even with slightly softer revenue and margin assumptions, the shares still screen as reasonably valued against their updated P/E inputs.