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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMar 14, 2026
DataAggregated Company Financials
Companies116
  • 7D-2.8%
  • 3M-5.9%
  • 1Y-6.1%
  • YTD-7.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.8%, and Barratt Redrow contributed the most with a 8.0% decline. The industry has fallen 6.1% in the last year. As for the next few years, earnings are expected to grow by 17% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 14 Mar 2026UK£139.5bUK£183.6bUK£5.2b13.5x26.7x0.8x
Mon, 09 Feb 2026UK£145.5bUK£181.1bUK£5.3b14.4x27.3x0.8x
Wed, 07 Jan 2026UK£153.3bUK£185.6bUK£5.2b15.2x29.6x0.8x
Fri, 05 Dec 2025UK£152.4bUK£185.9bUK£5.1b15.4x29.7x0.8x
Sun, 02 Nov 2025UK£156.1bUK£183.6bUK£4.9b15.8x32x0.9x
Tue, 30 Sep 2025UK£157.3bUK£184.7bUK£5.0b15.3x31.7x0.9x
Thu, 28 Aug 2025UK£157.3bUK£182.5bUK£4.9b15.5x32.2x0.9x
Sat, 26 Jul 2025UK£163.5bUK£184.1bUK£4.9b15.7x33.4x0.9x
Mon, 23 Jun 2025UK£159.3bUK£184.1bUK£4.9b16.8x32.4x0.9x
Wed, 21 May 2025UK£167.4bUK£183.3bUK£4.8b17.2x34.8x0.9x
Fri, 18 Apr 2025UK£153.3bUK£183.0bUK£4.8b15.8x32x0.8x
Sun, 16 Mar 2025UK£154.1bUK£187.0bUK£5.5b14.4x28.1x0.8x
Tue, 11 Feb 2025UK£164.6bUK£191.0bUK£5.4b15.3x30.6x0.9x
Thu, 09 Jan 2025UK£160.0bUK£191.0bUK£5.4b15.6x29.6x0.8x
Sat, 07 Dec 2024UK£170.1bUK£189.9bUK£5.4b16.1x31.7x0.9x
Mon, 04 Nov 2024UK£168.0bUK£189.7bUK£6.0b16.3x27.9x0.9x
Wed, 02 Oct 2024UK£171.4bUK£188.9bUK£6.2b17x27.5x0.9x
Fri, 30 Aug 2024UK£168.7bUK£188.9bUK£6.4b16.4x26.5x0.9x
Sun, 28 Jul 2024UK£168.2bUK£191.5bUK£6.2b16.1x27.2x0.9x
Tue, 25 Jun 2024UK£160.7bUK£193.0bUK£6.4b15.5x25.2x0.8x
Thu, 23 May 2024UK£195.0bUK£202.5bUK£5.0b15.8x38.8x1x
Sat, 20 Apr 2024UK£185.7bUK£204.7bUK£5.3b15.5x34.8x0.9x
Mon, 18 Mar 2024UK£191.9bUK£205.1bUK£6.3b15.3x30.4x0.9x
Wed, 14 Feb 2024UK£189.5bUK£204.0bUK£6.3b14.2x30x0.9x
Fri, 12 Jan 2024UK£192.5bUK£224.0bUK£6.6b14x29x0.9x
Sun, 10 Dec 2023UK£192.8bUK£224.3bUK£6.1b13.5x31.6x0.9x
Tue, 07 Nov 2023UK£185.5bUK£223.7bUK£6.1b12.2x30.4x0.8x
Thu, 05 Oct 2023UK£187.9bUK£223.5bUK£5.8b12x32.4x0.8x
Sat, 02 Sep 2023UK£195.6bUK£222.5bUK£6.1b12.6x32.2x0.9x
Mon, 31 Jul 2023UK£204.1bUK£216.4bUK£6.5b13x31.2x0.9x
Wed, 28 Jun 2023UK£196.9bUK£214.6bUK£6.2b12.9x31.9x0.9x
Fri, 26 May 2023UK£202.0bUK£214.1bUK£6.3b13.2x31.9x0.9x
Sun, 23 Apr 2023UK£204.8bUK£207.6bUK£6.7b12.8x30.7x1x
Tue, 21 Mar 2023UK£175.8bUK£194.7bUK£6.7b11.9x26.4x0.9x
Price to Earnings Ratio

26.4x


Total Market Cap: UK£175.8bTotal Earnings: UK£6.7bTotal Revenue: UK£194.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.8x202420252026
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 26.7x which is lower than its 3-year average PE of 30.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 7.7% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary sector?

GB Market-0.58%
Consumer Discretionary-2.80%
Consumer Services0.81%
Leisure0.57%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-1.38%
Retail Distributors-1.53%
Hospitality-1.95%
Specialty Stores-4.21%
Auto-5.70%
Luxury-5.74%
Consumer Durables-5.88%
Auto Components-6.28%
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 41.7%, 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 71% 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
PSON PearsonUK£9.881.2%
+UK£46.7m		-21.5%PE18.5x
GAW Games Workshop GroupUK£172.600.6%
+UK£33.0m		15.8%PE27.6x
TRN TrainlineUK£2.003.2%
+UK£21.6m		-24.8%PE10.2x
GYM Gym GroupUK£1.781.5%
+UK£4.4m		33.5%PE42.7x
SNWS Smiths NewsUK£0.652.5%
+UK£3.9m		18.2%PE5.6x

Latest News

TRN
UK£2.00
Trainline
7D
3.2%
1Y
-24.8%
PSN
UK£11.92
Persimmon
7D
-8.0%
1Y
1.1%
GYM
UK£1.78
Gym Group
7D
1.5%
1Y
33.5%
PSON
UK£9.88
Pearson
7D
1.2%
1Y
-21.5%

PSON: AI Partnerships And Buyback Programme Will Support Future Upside

Analysts have lowered their Pearson price targets, with several reductions bringing the average implied value closer to peers at around £13.90. They have adjusted revenue assumptions slightly while keeping profit expectations broadly steady and are applying lower P/E multiples in line with the wider media group.
CPG
UK£22.71
Compass Group
7D
-0.7%
1Y
-14.6%

CPG: Premium P/E And Margins Will Support Upside Despite Trimmed Expectations

Analysts have trimmed their price target on Compass Group to £28.56 from £28.03, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, in line with recent Street research highlighting a £1.00 reduction from RBC Capital. Analyst Commentary Recent Street research, including the £1.00 trim in the formal target, suggests analysts are fine tuning their expectations around Compass Group rather than making a wholesale change in view.
TUNE
UK£2.10
Focusrite
7D
1.0%
1Y
18.3%
WTB
UK£23.54
Whitbread
7D
-5.7%
1Y
-5.8%

WTB: Execution Risks And Margin Pressures Will Limit Future Share Upside

Whitbread's updated analyst price target reflects a modest adjustment to around £26, shaped by mixed recent Street moves where some banks lifted their targets by £1 to £2 while others trimmed theirs by £1, along with updated assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research updates on Whitbread show a mixed but slightly cautious tone, with some price targets trimmed and at least one downgrade alongside several modest upward revisions.
NXT
UK£128.45
NEXT
7D
-1.4%
1Y
32.7%

NXT: Future Cash Returns Will Depend On Sustained Elevated Earnings Guidance Execution

Analysts have inched their price target for NEXT up by £200 to £18,000, citing updated assumptions on discount rates and future P/E that keep their long term fair value view broadly unchanged. Analyst Commentary Analysts lifting their fair value assumptions for NEXT, even by a modest £200, signals that their underlying view on the business and its execution is broadly intact.
ENT
UK£5.48
Entain
7D
-6.3%
1Y
-14.1%
BRBY
UK£10.30
Burberry Group
7D
-6.2%
1Y
8.6%

BRBY: Long Dated Eyewear Partnership Will Support Future Brand Strength

Analysts have nudged their price target for Burberry Group higher to about £13.58 from roughly £13.04. This reflects fresh research that focuses on modest tweaks to growth, margins, the discount rate, and a slightly higher future P/E assumption.
KGF
UK£3.09
Kingfisher
7D
-5.3%
1Y
19.9%

KGF: Higher Fair Value Views Will Support Cautious Earnings Outlook

Analysts have nudged their Kingfisher price target higher to £3.30 from £2.95, reflecting updated views on fair value assumptions and earnings potential. Analyst Commentary Recent research points to a higher assessed fair value for Kingfisher, even as some analysts stay cautious on the shares.
BTRW
UK£2.89
Barratt Redrow
7D
-8.0%
1Y
-32.4%

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

The analyst price target for Barratt Redrow has been revised to £4.71 per share, reflecting a modest pullback from recent Street targets such as £4.70 and £4.30 as analysts adjust their assumptions for discount rates and earnings multiples. Analyst Commentary Recent Street research around Barratt Redrow has focused on recalibrating price targets rather than making extreme calls on the shares.
HEAD
UK£0.44
Headlam Group
7D
5.1%
1Y
-57.3%
GAW
UK£172.60
Games Workshop Group
7D
0.6%
1Y
15.8%
SNWS
UK£0.65
Smiths News
7D
2.5%
1Y
18.2%
MUL
UK£1.01
Mulberry Group
7D
1.0%
1Y
9.2%