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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies113
  • 7D2.1%
  • 3M-5.9%
  • 1Y-15.1%
  • YTD-7.5%

In the last week, the Consumer Discretionary industry is up 2.1%, with NEXT up 5.1%. However, the industry is down 15% over the past year. 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
Sun, 24 May 2026UK£153.6bUK£198.4bUK£6.2b13.2x24.6x0.8x
Tue, 21 Apr 2026UK£152.2bUK£195.6bUK£6.0b12.5x25.3x0.8x
Thu, 19 Mar 2026UK£136.9bUK£183.6bUK£5.2b13.4x26.2x0.7x
Sat, 14 Feb 2026UK£145.9bUK£181.4bUK£5.4b14.2x27.2x0.8x
Mon, 12 Jan 2026UK£155.5bUK£185.8bUK£5.2b15.3x29.9x0.8x
Wed, 10 Dec 2025UK£150.0bUK£186.2bUK£5.2b15.3x28.6x0.8x
Fri, 07 Nov 2025UK£153.2bUK£184.7bUK£4.9b15.3x31.1x0.8x
Sun, 05 Oct 2025UK£156.7bUK£182.5bUK£5.0b15.4x31.4x0.9x
Tue, 02 Sep 2025UK£154.4bUK£182.4bUK£4.9b15.6x31.7x0.8x
Thu, 31 Jul 2025UK£161.1bUK£184.3bUK£4.8b15.9x33.2x0.9x
Sat, 28 Jun 2025UK£163.2bUK£183.5bUK£4.8b16.9x33.8x0.9x
Mon, 26 May 2025UK£164.2bUK£183.7bUK£4.9b17.3x33.4x0.9x
Wed, 23 Apr 2025UK£153.7bUK£182.8bUK£4.8b15.5x32.1x0.8x
Fri, 21 Mar 2025UK£151.2bUK£186.9bUK£5.4b15.2x27.8x0.8x
Sun, 16 Feb 2025UK£165.6bUK£189.9bUK£5.4b15.5x30.9x0.9x
Tue, 14 Jan 2025UK£156.8bUK£190.8bUK£5.4b15.4x28.9x0.8x
Thu, 12 Dec 2024UK£169.7bUK£189.9bUK£5.3b16.2x31.8x0.9x
Sat, 09 Nov 2024UK£166.4bUK£189.4bUK£5.9b16.3x28x0.9x
Mon, 07 Oct 2024UK£170.6bUK£189.6bUK£6.1b17.5x28.2x0.9x
Wed, 04 Sep 2024UK£170.7bUK£189.0bUK£6.4b16.3x26.8x0.9x
Fri, 02 Aug 2024UK£170.8bUK£191.9bUK£6.1b16.5x28x0.9x
Sun, 30 Jun 2024UK£157.9bUK£192.3bUK£6.3b15.9x24.9x0.8x
Tue, 28 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Thu, 25 Apr 2024UK£188.0bUK£204.6bUK£5.3b15.6x35.4x0.9x
Sat, 23 Mar 2024UK£194.4bUK£205.0bUK£5.9b15.1x32.9x0.9x
Mon, 19 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Wed, 17 Jan 2024UK£193.9bUK£224.0bUK£6.6b13.9x29.2x0.9x
Fri, 15 Dec 2023UK£197.2bUK£224.3bUK£6.1b14.4x32.3x0.9x
Sun, 12 Nov 2023UK£184.7bUK£223.9bUK£6.1b12.3x30.2x0.8x
Tue, 10 Oct 2023UK£184.3bUK£223.6bUK£5.8b11.8x31.8x0.8x
Thu, 07 Sep 2023UK£192.6bUK£222.0bUK£6.0b12.5x31.9x0.9x
Sat, 05 Aug 2023UK£201.7bUK£216.2bUK£6.5b12.1x31x0.9x
Mon, 03 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Wed, 31 May 2023UK£200.9bUK£214.1bUK£6.3b13.3x31.8x0.9x
Price to Earnings Ratio

31.8x


Total Market Cap: UK£200.9bTotal Earnings: UK£6.3bTotal Revenue: UK£214.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.5x202420252026
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 24.6x which is lower than its 3-year average PE of 30.5x.
  • 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 2.5% 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 Market2.49%
Consumer Discretionary2.07%
Specialty Stores6.97%
Leisure5.99%
General Merchandise and Department Stores5.35%
Luxury4.50%
Auto Components3.57%
Retail Distributors2.86%
Consumer Services2.73%
Consumer Durables2.58%
Online Retail and Ecommerce0%0
Hospitality-1.44%
Auto-5.00%
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 81.9%, 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
NXT NEXTUK£130.955.1%
+UK£735.4m		1.6%PE16.9x
IHG InterContinental Hotels GroupUS$152.352.6%
+US$581.6m		31.3%PE30x
GAW Games Workshop GroupUK£205.606.0%
+UK£386.6m		33.2%PE32.9x
KGF KingfisherUK£2.926.9%
+UK£317.0m		-1.0%PE20x
JD. JD Sports FashionUK£0.787.8%
+UK£271.1m		-6.0%PE8.6x

Latest News

NXT
UK£130.95
NEXT
7D
5.1%
1Y
1.6%
CPG
US$31.13
Compass Group
7D
-2.6%
1Y
-14.3%
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...
MAB
UK£2.31
Mitchells & Butlers
7D
-7.8%
1Y
-18.7%
BRBY
UK£11.24
Burberry Group
7D
5.9%
1Y
16.9%
Analysis Article • May 22

Burberry Group (LON:BRBY) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Despite posting healthy earnings, Burberry Group plc's ( LON:BRBY ) stock has been quite weak. Our analysis suggests...
CRN
UK£1.99
Cairn Homes
7D
-1.4%
1Y
9.8%
Analysis Article • May 22

Do Cairn Homes' (LON:CRN) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
PTEC
UK£3.55
Playtech
7D
-1.3%
1Y
9.4%
GAW
UK£205.60
Games Workshop Group
7D
6.0%
1Y
33.2%
VTY
UK£2.66
Vistry Group
7D
-4.2%
1Y
-54.9%
Narrative Update • May 21

VTY: Future Returns Will Reflect Margin Pressure And Earnings Quality Concerns

Analysts have cut the Vistry Group fair value estimate from £2.34 to £1.80 as price targets across the sector move lower, reflecting reduced margin expectations, higher discount rates and more cautious earnings assumptions following several downgrades to Hold or Underweight. Analyst Commentary Recent Street research on Vistry Group has tilted more cautious, with several bearish analysts cutting price targets and shifting ratings toward Hold or Underweight as they reassess earnings power and balance sheet risk.
KGF
UK£2.92
Kingfisher
7D
6.9%
1Y
-1.0%
IHG
US$152.35
InterContinental Hotels Group
7D
2.6%
1Y
31.3%
CURY
UK£1.44
Currys
7D
15.4%
1Y
16.2%
COA
UK£0.81
Coats Group
7D
-1.6%
1Y
4.7%
AML
UK£0.47
Aston Martin Lagonda Global Holdings
7D
-5.0%
1Y
-37.4%
JD.
UK£0.78
JD Sports Fashion
7D
7.8%
1Y
-6.0%
Analysis Article • May 15

JD Sports Fashion's (LON:JD.) Soft Earnings Don't Show The Whole Picture

JD Sports Fashion Plc's ( LON:JD. ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
GYM
UK£1.82
Gym Group
7D
-4.0%
1Y
27.8%
FRAS
UK£7.26
Frasers Group
7D
7.0%
1Y
4.4%
Analysis Article • Feb 16

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

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...