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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 04, 2026
DataAggregated Company Financials
Companies114
  • 7D-0.4%
  • 3M-2.4%
  • 1Y-12.7%
  • YTD-6.3%

Last week, the Consumer Discretionary industry hasn't moved much but Compass Group is up 4.3% in that time. Unfortunately though, the industry is down 13% over the past 12 months. Looking forward, 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
Thu, 04 Jun 2026UK£156.1bUK£198.6bUK£6.2b13.9x25.1x0.8x
Sat, 02 May 2026UK£145.8bUK£195.5bUK£6.1b12.1x24x0.7x
Mon, 30 Mar 2026UK£129.8bUK£183.7bUK£5.4b11.6x24.2x0.7x
Wed, 25 Feb 2026UK£149.3bUK£181.7bUK£5.4b14.5x27.8x0.8x
Fri, 23 Jan 2026UK£151.1bUK£185.6bUK£5.2b14.1x29.1x0.8x
Sun, 21 Dec 2025UK£153.5bUK£185.9bUK£5.2b15x29.6x0.8x
Tue, 18 Nov 2025UK£150.5bUK£184.7bUK£4.9b15.7x30.7x0.8x
Thu, 16 Oct 2025UK£155.1bUK£183.0bUK£5.0b16.3x31.1x0.8x
Sat, 13 Sep 2025UK£154.6bUK£182.2bUK£4.8b14.9x32.2x0.8x
Mon, 11 Aug 2025UK£158.1bUK£183.7bUK£4.7b15.9x33.4x0.9x
Wed, 09 Jul 2025UK£160.6bUK£184.1bUK£4.9b16x32.7x0.9x
Fri, 06 Jun 2025UK£162.0bUK£183.6bUK£4.9b17x33.1x0.9x
Sun, 04 May 2025UK£160.0bUK£182.4bUK£4.8b16.2x33.1x0.9x
Tue, 01 Apr 2025UK£150.4bUK£186.7bUK£4.9b16.3x30.7x0.8x
Thu, 27 Feb 2025UK£161.4bUK£189.6bUK£5.3b15.3x30.2x0.9x
Sat, 25 Jan 2025UK£160.9bUK£190.7bUK£5.4b15.5x29.7x0.8x
Mon, 23 Dec 2024UK£164.0bUK£190.4bUK£5.4b16.5x30.4x0.9x
Wed, 20 Nov 2024UK£164.3bUK£189.9bUK£5.6b16.3x29.3x0.9x
Fri, 18 Oct 2024UK£173.5bUK£189.4bUK£5.9b17.5x29.4x0.9x
Sun, 15 Sep 2024UK£173.0bUK£189.1bUK£6.3b16.1x27.4x0.9x
Tue, 13 Aug 2024UK£166.1bUK£192.1bUK£6.6b15.8x25.3x0.9x
Thu, 11 Jul 2024UK£160.4bUK£191.7bUK£6.3b15.9x25.3x0.8x
Sat, 08 Jun 2024UK£191.7bUK£202.8bUK£5.5b15.5x35.2x0.9x
Mon, 06 May 2024UK£190.6bUK£200.7bUK£5.3b16.4x36.2x0.9x
Wed, 03 Apr 2024UK£191.4bUK£205.0bUK£5.0b15.2x38x0.9x
Fri, 01 Mar 2024UK£191.7bUK£203.6bUK£6.2b15x31.2x0.9x
Sun, 28 Jan 2024UK£198.8bUK£223.5bUK£6.6b14.2x30.3x0.9x
Tue, 26 Dec 2023UK£200.2bUK£224.0bUK£6.6b14.1x30.2x0.9x
Thu, 23 Nov 2023UK£190.0bUK£225.3bUK£6.1b12.1x31x0.8x
Sat, 21 Oct 2023UK£179.1bUK£223.7bUK£6.0b11.9x29.9x0.8x
Mon, 18 Sep 2023UK£199.3bUK£222.4bUK£6.0b12.6x33.5x0.9x
Wed, 16 Aug 2023UK£197.3bUK£217.6bUK£6.1b12.7x32.4x0.9x
Fri, 14 Jul 2023UK£198.8bUK£213.9bUK£6.2b12.9x31.8x0.9x
Sun, 11 Jun 2023UK£199.7bUK£214.3bUK£6.2b13.6x32x0.9x
Price to Earnings Ratio

32x


Total Market Cap: UK£199.7bTotal Earnings: UK£6.2bTotal Revenue: UK£214.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.4x202420252026
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 25.1x which is lower than its 3-year average PE of 30.4x.
  • 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 2.5% 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-1.54%
Consumer Discretionary-0.36%
Hospitality2.72%
General Merchandise and Department Stores1.79%
Auto Components1.35%
Online Retail and Ecommerce0%0
Retail Distributors-2.57%
Specialty Stores-3.06%
Consumer Services-3.19%
Consumer Durables-3.79%
Leisure-4.09%
Luxury-4.50%
Auto-13.14%
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 82.3%, 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 82% 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
CPG Compass GroupUS$32.344.3%
+US$2.3b		-7.6%PE27.2x
IHG InterContinental Hotels GroupUS$159.901.7%
+US$410.1m		38.9%PE31.5x
BME B&M European Value RetailUK£1.958.9%
+UK£160.8m		-31.0%PE7.9x
PPH PPHE Hotel GroupUK£19.8823.3%
+UK£157.4m		31.5%PE63.1x
NXT NEXTUK£133.301.0%
+UK£149.4m		3.4%PE17.2x

Latest News

BME
UK£1.95
B&M European Value Retail
7D
8.9%
1Y
-31.0%
Analysis Article • 8h

Is B&M European Value Retail plc (LON:BME) Potentially Undervalued?

B&M European Value Retail plc ( LON:BME ), is not the largest company out there, but it received a lot of attention...
TW.
UK£0.76
Taylor Wimpey
7D
-6.4%
1Y
-33.1%
MEGP
UK£1.00
ME Group International
7D
-31.4%
1Y
-53.6%
ENT
UK£5.54
Entain
7D
2.1%
1Y
-26.2%
Narrative Update • Jun 01

ENT: Rumored Takeover Interest And Dividend Policy Will Drive Future Repricing

Analysts have trimmed their average price targets for Entain by a few pounds, with recent changes including cuts from £1,055 to £1,028 and from £1,150 to £1,100. These revisions reflect updated views on growth, margins and appropriate P/E levels, while still indicating potential upside in the stock.
KGF
UK£2.83
Kingfisher
7D
-4.8%
1Y
0.7%
Narrative Update • Jun 01

KGF: Future Returns Will Balance Mixed Street Views And AI Execution

Analysts have trimmed the Kingfisher price target to £2.955 from £3.10, reflecting updated views on fair value, discount rates, and earnings potential after recent mixed moves in Street targets from Berenberg, Jefferies, Deutsche Bank, and Barclays. Analyst Commentary Recent Street research on Kingfisher has been mixed, with some analysts raising targets and others trimming them.
FRAS
UK£7.34
Frasers Group
7D
-4.1%
1Y
0%
Analysis Article • Jun 01

What Does Frasers Group Plc's (LON:FRAS) Share Price Indicate?

Frasers Group Plc ( LON:FRAS ), is not the largest company out there, but it saw a significant share price rise of 25...
PPH
UK£19.88
PPHE Hotel Group
7D
23.3%
1Y
31.5%
GAW
UK£193.60
Games Workshop Group
7D
-4.2%
1Y
21.4%
Analysis Article • May 30

Is It Too Late To Consider Buying Games Workshop Group PLC (LON:GAW)?

Games Workshop Group PLC ( LON:GAW ), might not be a large cap stock, but it saw a double-digit share price rise of...
BWY
UK£18.01
Bellway
7D
-7.2%
1Y
-32.9%
BRBY
UK£11.20
Burberry Group
7D
-6.0%
1Y
2.5%
Narrative Update • May 26

BRBY: Royal Heritage Capsule And Brand Repositioning Will Support Future Repricing

Burberry Group's analyst price target has been updated from about £13.36 to around £13.00, reflecting mixed recent research. Some analysts highlight an improved revenue mix and early progress in the brand repositioning, while others point to macro uncertainty and view the share pullback as a potential entry point.
NXT
UK£133.30
NEXT
7D
1.0%
1Y
3.4%
CPG
US$32.34
Compass Group
7D
4.3%
1Y
-7.6%
Analysis Article • May 23

With EPS Growth And More, Compass Group (LON:CPG) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
IHG
US$159.90
InterContinental Hotels Group
7D
1.7%
1Y
38.9%
EVOK
UK£0.40
Evoke
7D
14.6%
1Y
-26.3%
PSN
UK£10.69
Persimmon
7D
-5.1%
1Y
-17.1%
Narrative Update • May 19

PSN: Strong Order Book And 2026 Completions Should Support Premium Earnings Multiple

Analysts have trimmed their fair value estimate for Persimmon slightly to £18.00, reflecting updated assumptions for revenue growth, margins and discount rate, while still applying a higher future P/E multiple in light of recent price target adjustments from the Street. Analyst Commentary Recent Street research on Persimmon has been mixed, with some cautious updates and a few more constructive views on the stock's potential.
DEBS
UK£0.22
boohoo group
7D
25.0%
1Y
2.3%
Narrative Update • May 11

DEBS: Equity Raise And Asset Light Plan Will Drive Future Upside

Analysts have adjusted their price target on boohoo group slightly, keeping fair value around £0.29 per share while fine tuning assumptions such as the discount rate and future P/E multiple to reflect updated views on the company and its risk profile. What's in the News boohoo group completed a follow on equity offering of £40 million, issuing 160,277,779 ordinary shares at £0.18 and a further 61,944,443 ordinary shares at £0.18 under Regulation S with a subsequent direct listing (Key Developments).