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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedDec 28, 2025
DataAggregated Company Financials
Companies116
  • 7D-0.8%
  • 3M-1.5%
  • 1Y-3.3%
  • YTD-4.1%

The Consumer Discretionary industry has stayed flat over the last week. Unfortunately though, the industry is down 3.3% over the past 12 months. Looking forward, earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 28 Dec 2025UK£152.3bUK£185.6bUK£5.2b15x29.4x0.8x
Tue, 25 Nov 2025UK£151.0bUK£184.7bUK£4.9b15.6x30.7x0.8x
Thu, 23 Oct 2025UK£159.3bUK£183.1bUK£5.0b16.5x32x0.9x
Sat, 20 Sep 2025UK£153.8bUK£183.7bUK£4.9b15.2x31.2x0.8x
Mon, 18 Aug 2025UK£156.6bUK£183.7bUK£4.6b15.5x33.8x0.9x
Wed, 16 Jul 2025UK£158.8bUK£184.6bUK£4.9b15.7x32.3x0.9x
Fri, 13 Jun 2025UK£163.5bUK£183.6bUK£4.9b17.4x33.5x0.9x
Sun, 11 May 2025UK£160.8bUK£182.3bUK£4.9b16.4x33.1x0.9x
Tue, 08 Apr 2025UK£140.5bUK£187.3bUK£4.9b15.5x28.6x0.8x
Thu, 06 Mar 2025UK£157.3bUK£186.9bUK£5.3b14.3x29.9x0.8x
Sat, 01 Feb 2025UK£166.3bUK£190.8bUK£5.5b15.3x30.5x0.9x
Mon, 30 Dec 2024UK£163.2bUK£190.4bUK£5.4b15.9x30.3x0.9x
Wed, 27 Nov 2024UK£165.6bUK£190.1bUK£5.7b15.8x29.3x0.9x
Fri, 25 Oct 2024UK£170.4bUK£189.5bUK£5.9b17.1x28.9x0.9x
Sun, 22 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Tue, 20 Aug 2024UK£171.3bUK£191.3bUK£6.5b16.3x26.2x0.9x
Thu, 18 Jul 2024UK£162.5bUK£191.3bUK£6.3b15.8x25.7x0.8x
Sat, 15 Jun 2024UK£185.1bUK£202.6bUK£5.4b15.3x34.3x0.9x
Mon, 13 May 2024UK£195.8bUK£200.6bUK£5.2b16.5x37.6x1x
Wed, 10 Apr 2024UK£190.1bUK£204.9bUK£5.1b15.3x37.6x0.9x
Fri, 08 Mar 2024UK£191.5bUK£205.1bUK£5.9b15.6x32.4x0.9x
Sun, 04 Feb 2024UK£196.3bUK£223.4bUK£6.7b14.1x29.4x0.9x
Tue, 02 Jan 2024UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Thu, 30 Nov 2023UK£188.0bUK£223.6bUK£6.2b12.2x30.3x0.8x
Sat, 28 Oct 2023UK£179.6bUK£223.7bUK£6.0b11.9x30x0.8x
Mon, 25 Sep 2023UK£194.5bUK£223.0bUK£5.8b12.5x33.3x0.9x
Wed, 23 Aug 2023UK£190.3bUK£222.2bUK£6.0b12.3x31.5x0.9x
Fri, 21 Jul 2023UK£204.2bUK£214.2bUK£6.3b12.6x32.6x1x
Sun, 18 Jun 2023UK£201.4bUK£214.2bUK£6.2b13.8x32.4x0.9x
Tue, 16 May 2023UK£208.7bUK£212.2bUK£6.5b13.4x31.9x1x
Thu, 13 Apr 2023UK£196.5bUK£208.1bUK£7.1b12.5x27.8x0.9x
Sat, 11 Mar 2023UK£197.5bUK£210.1bUK£8.0b12.4x24.6x0.9x
Mon, 06 Feb 2023UK£203.6bUK£206.8bUK£8.2b12.8x24.8x1x
Wed, 04 Jan 2023UK£181.8bUK£206.5bUK£8.4b10.9x21.8x0.9x
Price to Earnings Ratio

21.8x


Total Market Cap: UK£181.8bTotal Earnings: UK£8.4bTotal Revenue: UK£206.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.4x20242025
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 30.4x.
  • 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 3.5% 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-0.14%
Consumer Discretionary-0.79%
Consumer Durables0.88%
Online Retail and Ecommerce0%0
Auto-0.32%
General Merchandise and Department Stores-0.56%
Consumer Services-0.72%
Specialty Stores-0.91%
Luxury-1.05%
Retail Distributors-1.15%
Hospitality-1.19%
Auto Components-1.94%
Leisure-2.94%
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 45.1%, which is higher than its past year's earnings decline of 32.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 75% 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
BTRW Barratt RedrowUK£3.731.2%
+UK£63.6m		-13.7%PE28.3x
PSN PersimmonUK£13.361.4%
+UK£60.9m		12.6%PE16.7x
TW. Taylor WimpeyUK£1.041.6%
+UK£56.7m		-13.6%PE43.5x
COA Coats GroupUK£0.822.8%
+UK£42.1m		-12.8%PE25.3x
BWY BellwayUK£26.821.2%
+UK£37.5m		12.3%PE20x

Latest News

IHG
UK£105.10
InterContinental Hotels Group
7D
-0.7%
1Y
5.5%

IHG: Future Returns Will Depend On Resilient Model Offsetting Weaker RevPAR

Analysts have nudged their price targets on InterContinental Hotels Group higher, with a roughly 1 percent uplift to fair value and new targets of £80.00 and £90.00 per share. This reflects confidence that the group’s resilient, efficiency driven business model can offset slightly softer growth and margin assumptions.
PSN
UK£13.36
Persimmon
7D
1.4%
1Y
12.6%

PSN: Strong Balance Sheet And Cash Focus Will Support Premium Earnings Multiple

Analysts have nudged their fair value estimate for Persimmon modestly higher from £17.87 to £18.15. This reflects a slightly richer future earnings multiple, despite tempering assumptions for revenue growth and profit margins alongside a higher discount rate.
TW.
UK£1.04
Taylor Wimpey
7D
1.6%
1Y
-13.6%

TW.: Outlook Will Test Margins Amid Stable Guidance And Fair Pricing

Analysts have raised their price target on Taylor Wimpey to £1.45 from £1.40, citing slightly stronger expected revenue growth and profit margins that more than offset a modestly higher discount rate and lower future P/E multiple. Analyst Commentary While the latest target increase reflects an improved outlook for earnings resilience, bearish analysts continue to highlight pockets of risk around the sustainability of volume growth and pricing in a more volatile macro backdrop.
NXT
UK£135.45
NEXT
7D
-0.6%
1Y
41.2%

NXT: Future Cash Returns Will Be Underpinned By Resilient Margin Performance

The analyst price target for Next has inched higher to approximately £143 from about £142, as analysts factor in slightly stronger long term profitability despite modestly softer growth expectations. Analyst Commentary Recent research updates show a generally constructive stance on Next, with multiple price target increases reflecting confidence in the companys ability to sustain earnings growth and defend margins despite a more mature growth profile.
BRBY
UK£12.53
Burberry Group
7D
-2.4%
1Y
29.4%

BRBY: Future Earnings Will Hinge On Fragile China Luxury Recovery

Analysts have modestly revised their price target on Burberry Group higher to £7.96 from £6.65, reflecting improved expectations for revenue growth, profit margins, and future earnings multiples, even as recent Street research shows only incremental target adjustments and continued Buy ratings. Analyst Commentary While the average price target for Burberry has moved higher, recent Street commentary highlights a more nuanced backdrop, with some Bearish analysts trimming expectations and stressing execution risks.
KGF
UK£3.12
Kingfisher
7D
0.5%
1Y
26.0%

KGF: Higher Earnings Multiple Will Expose Shares To Execution Risks

Analysts have modestly lifted their price target on Kingfisher from £2.35 to £2.40, citing expectations for stronger revenue growth and a higher future earnings multiple, despite a slightly higher discount rate and marginally lower profit margins. Analyst Commentary Recent Street research continues to highlight a cautious stance on Kingfisher, even as some targets edge higher.
JD.
UK£0.83
JD Sports Fashion
7D
-1.6%
1Y
-11.6%

JD Sports Fashion (LON:JD.) Takes On Some Risk With Its Use Of Debt

Dec 21
JD Sports Fashion (LON:JD.) Takes On Some Risk With Its Use Of Debt
GRG
UK£16.83
Greggs
7D
-2.6%
1Y
-39.0%

GRG: Store Expansion And Brand Loyalty Will Drive Long-Term Upside

Our updated narrative for Greggs reduces the fair value estimate from 30.6 to 26.7 per share. This reflects analysts lowering their price targets by roughly GBp 420 and GBp 160 respectively, as they incorporate slightly slower multiple expansion despite broadly unchanged growth and margin expectations.
CPG
UK£23.70
Compass Group
7D
-1.3%
1Y
-10.7%

There's Reason For Concern Over Compass Group PLC's (LON:CPG) Price

Dec 20
There's Reason For Concern Over Compass Group PLC's (LON:CPG) Price
GAW
UK£188.80
Games Workshop Group
7D
-3.0%
1Y
43.4%
BTRW
UK£3.73
Barratt Redrow
7D
1.2%
1Y
-13.7%

BTRW: Margin Resilience And Cash Generation Will Support Future Share Performance

Analysts raised their price target for Barratt Redrow to a range of 530 to 575 GBp from 510 to 550 GBp, citing slightly lower growth assumptions offset by marginally stronger profit margin expectations and a modestly reduced discount rate that together support a higher valuation multiple. Analyst Commentary Recent target price increases from bullish analysts reflect confidence that Barratt Redrow can deliver on margin resilience and cash generation, even as top line growth expectations moderate.
PTEC
UK£2.86
Playtech
7D
1.4%
1Y
-60.0%

PTEC: Core B2B Strength Will Outshine U.S. Legal Dispute Overhang

Analysts have lowered their price target on Playtech to £2.40 from £4.05, citing heightened uncertainty around the U.S. legal dispute with Evolution, despite earlier optimism about momentum in the core B2B business and the Caliente Interactive stake. Analyst Commentary Recent research commentary reflects a notable shift in sentiment on Playtech, with optimism around the core B2B trajectory increasingly offset by legal and regulatory uncertainties that weigh on valuation multiples.
SSPG
UK£2.04
SSP Group
7D
-3.3%
1Y
15.4%

SSPG: Raised Earnings Outlook And Buyback Plan Will Support Upside

We trim our fair value estimate for SSP Group to £3.10 from £3.30 per share, reflecting analysts' reduced price targets following a more cautious view on margins and required returns, partly offset by still resilient revenue growth expectations and a higher assumed future P E multiple. Analyst Commentary Recent Street research remains constructive on SSP Group, even as some targets are recalibrated to reflect a more measured view on margins and the cost of capital.
COA
UK£0.82
Coats Group
7D
2.8%
1Y
-12.8%

What Is Coats Group plc's (LON:COA) Share Price Doing?

Nov 29
What Is Coats Group plc's (LON:COA) Share Price Doing?
TBTG
UK£2.85
Beauty Tech Group
7D
3.6%
1Y
n/a
BWY
UK£26.82
Bellway
7D
1.2%
1Y
12.3%