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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJul 05, 2026
DataAggregated Company Financials
Companies114
  • 7D-0.8%
  • 3M8.9%
  • 1Y-10.2%
  • YTD-3.3%

The Consumer Discretionary is pretty flat in the last 7 days, but Pearson has stood out, gaining 4.3%. As for the longer term, the industry has declined 10% in the last year. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Jul 2026UK£160.4bUK£198.8bUK£6.3b14.1x25.5x0.8x
Tue, 02 Jun 2026UK£157.2bUK£198.6bUK£6.2b14.3x25.2x0.8x
Thu, 30 Apr 2026UK£145.7bUK£195.5bUK£6.1b11.9x24x0.7x
Sat, 28 Mar 2026UK£129.2bUK£183.7bUK£5.3b11.6x24.6x0.7x
Mon, 23 Feb 2026UK£149.6bUK£181.8bUK£5.4b14.6x27.9x0.8x
Wed, 21 Jan 2026UK£149.4bUK£185.7bUK£5.2b14.8x28.8x0.8x
Fri, 19 Dec 2025UK£154.8bUK£186.0bUK£5.2b15.3x29.8x0.8x
Sun, 16 Nov 2025UK£151.6bUK£184.7bUK£4.9b15.8x31x0.8x
Tue, 14 Oct 2025UK£154.7bUK£182.9bUK£5.0b15.4x31.1x0.8x
Thu, 11 Sep 2025UK£153.5bUK£182.4bUK£4.9b15.2x31.6x0.8x
Sat, 09 Aug 2025UK£158.1bUK£183.7bUK£4.7b15.8x33.3x0.9x
Mon, 07 Jul 2025UK£160.8bUK£183.9bUK£4.9b16.1x32.8x0.9x
Wed, 04 Jun 2025UK£161.7bUK£183.8bUK£4.9b16.8x32.9x0.9x
Fri, 02 May 2025UK£158.5bUK£182.4bUK£4.8b16x33x0.9x
Sun, 30 Mar 2025UK£152.4bUK£186.6bUK£4.9b16.3x31.2x0.8x
Tue, 25 Feb 2025UK£161.1bUK£189.7bUK£5.4b15.1x30.1x0.8x
Thu, 23 Jan 2025UK£161.2bUK£191.3bUK£5.4b15.3x29.7x0.8x
Sat, 21 Dec 2024UK£164.0bUK£190.4bUK£5.4b16.5x30.4x0.9x
Mon, 18 Nov 2024UK£165.0bUK£190.0bUK£5.6b16.4x29.4x0.9x
Wed, 16 Oct 2024UK£169.7bUK£189.2bUK£6.0b17.6x28.4x0.9x
Fri, 13 Sep 2024UK£172.0bUK£189.1bUK£6.3b16x27.2x0.9x
Sun, 11 Aug 2024UK£165.8bUK£192.1bUK£6.6b15.7x25.2x0.9x
Tue, 09 Jul 2024UK£161.3bUK£191.8bUK£6.3b16.1x25.4x0.8x
Thu, 06 Jun 2024UK£191.6bUK£202.3bUK£5.4b15.7x35.6x0.9x
Sat, 04 May 2024UK£190.6bUK£200.7bUK£5.3b16.4x36.2x0.9x
Mon, 01 Apr 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Wed, 28 Feb 2024UK£192.5bUK£204.0bUK£6.3b15x30.5x0.9x
Fri, 26 Jan 2024UK£196.9bUK£223.5bUK£6.6b14.5x30x0.9x
Sun, 24 Dec 2023UK£200.2bUK£224.0bUK£6.6b14.1x30.2x0.9x
Tue, 21 Nov 2023UK£189.7bUK£224.0bUK£6.1b12.5x31.2x0.8x
Thu, 19 Oct 2023UK£183.7bUK£223.4bUK£5.9b12.1x31x0.8x
Sat, 16 Sep 2023UK£198.0bUK£222.3bUK£6.1b12.6x32.4x0.9x
Mon, 14 Aug 2023UK£198.8bUK£217.7bUK£6.1b12.2x32.7x0.9x
Wed, 12 Jul 2023UK£194.8bUK£213.9bUK£6.2b12.7x31.2x0.9x
Price to Earnings Ratio

31.2x


Total Market Cap: UK£194.8bTotal Earnings: UK£6.2bTotal Revenue: UK£213.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.2x202420252026
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 25.5x which is lower than its 3-year average PE of 30.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
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 Market1.61%
Consumer Discretionary-0.76%
Auto4.11%
Consumer Services3.89%
Auto Components0.84%
Specialty Stores0.27%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.64%
Hospitality-0.64%
Retail Distributors-0.82%
Luxury-1.78%
Consumer Durables-2.95%
Leisure-3.59%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 77.6%, which is higher than its past year's earnings decline of 24.2% 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 24% 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
PSON PearsonUK£12.274.3%
+UK£304.0m		14.6%PE22x
FRAS Frasers GroupUK£7.573.8%
+UK£118.3m		11.9%PE7.5x
WOSG Watches of Switzerland GroupUK£7.526.3%
+UK£103.8m		99.6%PE25.3x
MOON Moonpig GroupUK£2.5911.6%
+UK£81.6m		17.2%PE15.1x
MAB Mitchells & ButlersUK£2.553.7%
+UK£53.4m		-10.2%PE8.2x

Latest News

HFD
UK£2.37
Halfords Group
7D
8.5%
1Y
58.4%
Analysis Article • 22h

The Strong Earnings Posted By Halfords Group (LON:HFD) Are A Good Indication Of The Strength Of The Business

When companies post strong earnings, the stock generally performs well, just like Halfords Group plc's ( LON:HFD...
FRAS
UK£7.57
Frasers Group
7D
3.8%
1Y
11.9%
ASC
UK£3.18
ASOS
7D
9.3%
1Y
3.6%
WOSG
UK£7.52
Watches of Switzerland Group
7D
6.3%
1Y
99.6%
MOON
UK£2.59
Moonpig Group
7D
11.6%
1Y
17.2%
Analysis Article • Jul 02

What Does Moonpig Group PLC's (LON:MOON) Share Price Indicate?

Moonpig Group PLC ( LON:MOON ), might not be a large cap stock, but it saw a significant share price rise of 23% in the...
AO.
UK£0.96
AO World
7D
6.9%
1Y
-0.8%
Narrative Update • Jul 01

AO.: Dividend And Buybacks Will Support Higher Future Earnings Multiple

Analysts have trimmed their fair value estimate for AO World from £1.37 to £1.25, reflecting updated assumptions for revenue growth, profit margins and future P/E that now point to a more cautious outlook on the stock's potential. What’s in the News for AO World AO World announced a special dividend of 1.75 pence per ordinary share, scheduled to be paid on 31 July 2026 to shareholders on the register at close of business on 10 July 2026.
PSON
UK£12.27
Pearson
7D
4.3%
1Y
14.6%
BME
UK£1.92
B&M European Value Retail
7D
-7.0%
1Y
-29.8%
BKG
UK£34.12
Berkeley Group Holdings
7D
-5.7%
1Y
-4.9%
PSN
UK£10.68
Persimmon
7D
-3.7%
1Y
-11.7%
Narrative Update • Jun 23

PSN: Forward Order Book And Biggleswade Development Will Support Returns

Persimmon's analyst fair value estimate has been reduced from £13.97 to £13.42, in line with a series of lower Street price targets around £1,280 to £1,430. Analysts are factoring in slightly softer revenue growth, marginally tighter profit margins and a modestly lower future P/E assumption.
ENT
UK£5.29
Entain
7D
-8.5%
1Y
-42.3%
BTRW
UK£2.81
Barratt Redrow
7D
-3.1%
1Y
-33.5%
Narrative Update • Jun 23

BTRW: Margin Discipline And Execution Resilience Will Support Future Upside Potential

The analyst price target for Barratt Redrow has been revised lower to £3.44 per share from £3.55, as analysts factor in slightly softer revenue growth, modest margin pressure and a small increase in the discount rate following a series of reduced Street price targets and rating changes. Analyst Commentary Recent Street research on Barratt Redrow presents a mixed picture, with several firms cutting price targets and adjusting ratings as they reassess revenue, margin and risk assumptions.
JD.
UK£0.83
JD Sports Fashion
7D
-3.5%
1Y
-8.1%
Narrative Update • Jun 22

JD.: Cautious Outlook Will Prioritise Dividend Payouts Over Upside Potential

Analysts have trimmed their average price target for JD Sports Fashion to £0.83, a reduction of £0.03, as they factor in updated assumptions on growth, margins and valuation multiples reflected in recent research. Analyst Commentary Recent research on JD Sports Fashion highlights a more cautious tone, with the reduced average price target to £0.83 reflecting reassessments of growth prospects, execution risks and how the stock is valued against those assumptions.
IHG
US$167.55
InterContinental Hotels Group
7D
-2.3%
1Y
41.8%
Narrative Update • Jun 22

IHG: Future Returns Will Depend On Net Unit Growth And Conversions

InterContinental Hotels Group's analyst price target has been raised, with recent moves such as Goldman Sachs lifting its view to $188 from $165 and Bernstein moving to $154 from $141. Analysts point to stronger net unit growth, a deeper pipeline, and improving conversion trends as key supports for the updated fair value of $155.18.
GAW
UK£211.40
Games Workshop Group
7D
-3.6%
1Y
33.1%
MAB
UK£2.55
Mitchells & Butlers
7D
3.7%
1Y
-10.2%