Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies115
  • 7D3.5%
  • 3M-11.9%
  • 1Y-3.4%
  • YTD-11.3%

Over the last 7 days, the Consumer Discretionary industry has risen 3.5%, driven by gains from Compass Group of 6.0%. In the same time, Berkeley Group Holdings was down 7.8%. However, the industry is down 3.4% over the past year. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Apr 2026UK£147.1bUK£195.5bUK£6.0b11.7x24.4x0.8x
Fri, 06 Mar 2026UK£145.6bUK£182.6bUK£5.3b14.3x27.7x0.8x
Sun, 01 Feb 2026UK£148.0bUK£185.1bUK£5.2b14x28.2x0.8x
Tue, 30 Dec 2025UK£152.6bUK£185.6bUK£5.2b15.1x29.5x0.8x
Thu, 27 Nov 2025UK£152.7bUK£186.2bUK£5.2b15.7x29.3x0.8x
Sat, 25 Oct 2025UK£161.0bUK£183.2bUK£5.0b16.5x32.3x0.9x
Mon, 22 Sep 2025UK£153.8bUK£183.7bUK£4.9b15.2x31.2x0.8x
Wed, 20 Aug 2025UK£158.9bUK£183.8bUK£4.6b15.1x34.3x0.9x
Fri, 18 Jul 2025UK£158.8bUK£184.5bUK£4.9b15.8x32.3x0.9x
Sun, 15 Jun 2025UK£162.0bUK£183.8bUK£4.9b17.1x33x0.9x
Tue, 13 May 2025UK£161.1bUK£182.6bUK£4.9b16.5x33.1x0.9x
Thu, 10 Apr 2025UK£142.5bUK£187.1bUK£4.9b15.4x29.1x0.8x
Sat, 08 Mar 2025UK£155.4bUK£186.8bUK£5.6b14.4x27.9x0.8x
Mon, 03 Feb 2025UK£166.3bUK£190.9bUK£5.5b15.3x30.5x0.9x
Wed, 01 Jan 2025UK£164.2bUK£190.5bUK£5.4b15.9x30.5x0.9x
Fri, 29 Nov 2024UK£166.0bUK£190.2bUK£5.4b15.7x30.5x0.9x
Sun, 27 Oct 2024UK£169.9bUK£189.5bUK£5.9b16.6x28.8x0.9x
Tue, 24 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Thu, 22 Aug 2024UK£168.6bUK£189.1bUK£6.3b16.5x26.8x0.9x
Sat, 20 Jul 2024UK£164.1bUK£191.4bUK£6.2b15.8x26.5x0.9x
Mon, 17 Jun 2024UK£185.1bUK£202.6bUK£5.4b15.3x34.3x0.9x
Wed, 15 May 2024UK£195.8bUK£200.5bUK£5.2b16.4x37.6x1x
Fri, 12 Apr 2024UK£189.0bUK£204.9bUK£5.4b15.6x35.2x0.9x
Sun, 10 Mar 2024UK£190.6bUK£205.1bUK£5.9b15.6x32.2x0.9x
Tue, 06 Feb 2024UK£190.8bUK£205.3bUK£6.7b14.2x28.4x0.9x
Thu, 04 Jan 2024UK£196.7bUK£224.0bUK£6.6b13.9x29.7x0.9x
Sat, 02 Dec 2023UK£188.6bUK£223.8bUK£6.2b12.6x30.5x0.8x
Mon, 30 Oct 2023UK£179.6bUK£223.7bUK£6.0b11.9x30x0.8x
Wed, 27 Sep 2023UK£191.1bUK£223.0bUK£5.8b12.7x32.8x0.9x
Fri, 25 Aug 2023UK£192.1bUK£222.5bUK£6.0b12.4x31.8x0.9x
Sun, 23 Jul 2023UK£204.3bUK£214.2bUK£6.3b12.6x32.6x1x
Tue, 20 Jun 2023UK£201.1bUK£214.2bUK£6.2b12.8x32.4x0.9x
Thu, 18 May 2023UK£208.2bUK£212.2bUK£6.5b13.3x32.3x1x
Sat, 15 Apr 2023UK£199.7bUK£208.2bUK£7.1b12.8x28.3x1x
Price to Earnings Ratio

28.3x


Total Market Cap: UK£199.7bTotal Earnings: UK£7.1bTotal Revenue: UK£208.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.7x202420252026
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 24.4x which is lower than its 3-year average PE of 30.7x.
  • 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 declined 5.2% per year over the last three years,
  • Revenues have also declined 2.1% 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 Market3.10%
Consumer Discretionary3.51%
Hospitality5.72%
General Merchandise and Department Stores4.63%
Specialty Stores3.38%
Consumer Services3.24%
Auto3.00%
Luxury1.67%
Retail Distributors1.08%
Online Retail and Ecommerce0%0
Consumer Durables-0.73%
Auto Components-0.78%
Leisure-1.29%
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 36.0%, 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 70% 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
CPG Compass GroupUS$28.363.0%
+US$1.4b		-9.5%PE25.8x
WTB WhitbreadUK£23.904.1%
+UK£156.9m		-1.4%PE15.9x
PTEC PlaytechUK£3.7813.1%
+UK£121.4m		-44.8%PS1.6x
PSON PearsonUK£10.132.3%
+UK£104.9m		-13.1%PE18.5x
BME B&M European Value RetailUK£1.795.9%
+UK£100.5m		-35.7%PE7.2x

Latest News

BKG
UK£32.10
Berkeley Group Holdings
7D
-6.6%
1Y
-12.2%
PSN
UK£10.82
Persimmon
7D
1.3%
1Y
-5.5%

PSN: Forward Order Book Progress Will Support Future Completion Volumes

Analysts have lifted Persimmon's price target slightly, with recent moves such as Morgan Stanley's increase to £16.10 and Barclays' to £15.14, supported by modestly lower fair value estimates and small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Persimmon points to a mixed but generally constructive view, with several price targets adjusted in a tight range and one downgrade adding a more cautious voice.
BRBY
UK£10.70
Burberry Group
7D
-1.7%
1Y
60.8%

BRBY: Royal Heritage Capsule And Reset Expectations Will Support Future Repricing

Burberry Group’s updated analyst price target has edged lower by about £0.17. This reflects a slightly lower fair value estimate alongside modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, as analysts weigh recent mixed research moves including a price target cut at Deutsche Bank, an upgrade at Barclays and a target increase at Citi.
BTRW
UK£2.51
Barratt Redrow
7D
-3.5%
1Y
-38.6%

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

Narrative update The updated analyst price target for Barratt Redrow now sits below the previous fair value estimate of £4.67, at around £4.57. Analysts point to a slightly higher discount rate, marginally softer revenue growth assumptions, a lower future P/E and a small profit margin adjustment following recent target cuts and rating changes.
JD.
UK£0.69
JD Sports Fashion
7D
-2.3%
1Y
9.3%

JD.: Share Repurchases And Premium P/E Assumption Will Support Future Upside

Analysts have trimmed their average price target on JD Sports Fashion, with recent Street research indicating reductions of £0.10 and £0.01. This reflects a slightly more cautious stance on the shares.
BME
UK£1.79
B&M European Value Retail
7D
5.9%
1Y
-35.7%
PTEC
UK£3.78
Playtech
7D
13.1%
1Y
-44.8%
COA
UK£0.79
Coats Group
7D
-1.2%
1Y
13.1%
CPG
US$28.36
Compass Group
7D
3.0%
1Y
-9.5%

Slower Outsourcing Benefits And Incremental Margins Will Shape A Balanced Long Term Outlook

Catalysts About Compass Group Compass Group is a global food and support services provider, focused on sector based onsite catering, vending, and facilities services for clients across business, education, health care, sports and leisure, and remote sites. What are the underlying business or industry changes driving this perspective?
INCH
UK£7.70
Inchcape
7D
2.7%
1Y
16.8%

INCH: Buyback And Rising Dividend Will Drive Future Share Price Upside

Analysts have raised their price targets for Inchcape to a range of about £8.30 to £13.30. This reflects updated views on the shares and differing ratings from Hold to Buy.
EVOK
UK£0.30
Evoke
7D
-12.7%
1Y
-32.5%

EVOK: Future Returns Will Rely On Executing Against Post Downgrade Assumptions

Analysts have adjusted their price target on Evoke to £X.XX from £Y.YY, citing recent downgrade actions and a reassessment of growth, margins, and future P/E assumptions reflected in the updated fair value inputs. Analyst Commentary Recent research around Evoke focuses on how realistic prior expectations were on growth, margins, and the P/E multiple that investors might be willing to pay.
PSON
UK£10.13
Pearson
7D
2.3%
1Y
-13.1%
TW.
UK£0.83
Taylor Wimpey
7D
-6.5%
1Y
-21.7%
WTB
UK£23.90
Whitbread
7D
4.1%
1Y
-1.4%

WTB: Future Earnings Momentum Will Reflect Buybacks And Mixed Discount Rate Sentiment

Whitbread's analyst price target has been trimmed by £100 to £2,600, as analysts factor in a slightly higher discount rate and only modest tweaks to revenue growth, profit margin expectations and future P/E assumptions. Analyst Commentary Recent Street research on Whitbread presents a mixed picture, with several firms adjusting price targets and one downgrade, which feeds directly into how the current £2,600 target is being framed.
FRAS
UK£6.32
Frasers Group
7D
-0.9%
1Y
10.3%

Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down

Feb 16
Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down
GAW
UK£180.00
Games Workshop Group
7D
1.7%
1Y
37.2%