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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMay 18, 2026
DataAggregated Company Financials
Companies114
  • 7D0.03%
  • 3M-7.2%
  • 1Y-16.9%
  • YTD-9.3%

Last week, the Consumer Discretionary industry hasn't moved much but Compass Group is up 5.9% in that time. Unfortunately though, the industry is down 17% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 May 2026UK£151.1bUK£198.4bUK£6.2b12.9x24.5x0.8x
Wed, 15 Apr 2026UK£148.1bUK£195.5bUK£6.0b12.5x24.6x0.8x
Fri, 13 Mar 2026UK£140.3bUK£183.3bUK£5.2b13.7x26.9x0.8x
Sun, 08 Feb 2026UK£145.5bUK£181.1bUK£5.3b14.4x27.3x0.8x
Tue, 06 Jan 2026UK£152.8bUK£185.5bUK£5.2b15.3x29.5x0.8x
Thu, 04 Dec 2025UK£151.6bUK£185.9bUK£5.1b15x29.6x0.8x
Sat, 01 Nov 2025UK£156.1bUK£183.6bUK£4.9b15.8x32x0.9x
Mon, 29 Sep 2025UK£156.1bUK£184.8bUK£5.0b15.2x31.5x0.8x
Wed, 27 Aug 2025UK£157.0bUK£182.5bUK£4.9b15.5x32.2x0.9x
Fri, 25 Jul 2025UK£163.6bUK£183.9bUK£4.9b15.6x33.5x0.9x
Sun, 22 Jun 2025UK£159.3bUK£184.2bUK£4.9b16.8x32.4x0.9x
Tue, 20 May 2025UK£165.1bUK£183.3bUK£4.8b17x34.3x0.9x
Thu, 17 Apr 2025UK£152.0bUK£183.0bUK£4.8b16x31.7x0.8x
Sat, 15 Mar 2025UK£154.1bUK£187.0bUK£5.5b14.4x28.1x0.8x
Mon, 10 Feb 2025UK£163.5bUK£190.9bUK£5.4b15.3x30.4x0.9x
Wed, 08 Jan 2025UK£162.2bUK£190.6bUK£5.4b15.7x30.1x0.9x
Fri, 06 Dec 2024UK£170.4bUK£190.1bUK£5.5b15.9x31.2x0.9x
Sun, 03 Nov 2024UK£168.0bUK£189.7bUK£6.0b16.3x27.9x0.9x
Tue, 01 Oct 2024UK£171.8bUK£188.4bUK£6.2b17x27.8x0.9x
Thu, 29 Aug 2024UK£168.0bUK£188.8bUK£6.4b16.3x26.4x0.9x
Sat, 27 Jul 2024UK£168.2bUK£191.5bUK£6.2b16.1x27.2x0.9x
Mon, 24 Jun 2024UK£161.8bUK£193.0bUK£6.4b15.5x25.4x0.8x
Wed, 22 May 2024UK£195.5bUK£202.3bUK£5.0b15.8x38.9x1x
Fri, 19 Apr 2024UK£185.7bUK£204.7bUK£5.3b15.5x34.8x0.9x
Sun, 17 Mar 2024UK£191.9bUK£205.1bUK£6.3b15.3x30.4x0.9x
Tue, 13 Feb 2024UK£193.2bUK£204.0bUK£6.3b14.3x30.5x0.9x
Thu, 11 Jan 2024UK£195.1bUK£224.0bUK£6.6b14.3x29.4x0.9x
Sat, 09 Dec 2023UK£192.8bUK£224.3bUK£6.1b13.5x31.5x0.9x
Mon, 06 Nov 2023UK£187.3bUK£223.7bUK£6.1b12.5x30.7x0.8x
Wed, 04 Oct 2023UK£187.9bUK£223.3bUK£5.8b12.2x32.3x0.8x
Fri, 01 Sep 2023UK£195.8bUK£222.5bUK£6.0b12.6x32.4x0.9x
Sun, 30 Jul 2023UK£204.1bUK£216.0bUK£6.4b13x32x0.9x
Tue, 27 Jun 2023UK£197.0bUK£214.6bUK£6.2b12.9x32x0.9x
Thu, 25 May 2023UK£202.0bUK£214.1bUK£6.3b13.2x31.9x0.9x
Price to Earnings Ratio

31.9x


Total Market Cap: UK£202.0bTotal 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 24.5x 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 Market-1.07%
Consumer Discretionary0.032%
Auto5.49%
Hospitality3.96%
Consumer Services1.97%
Auto Components0.99%
Online Retail and Ecommerce0%0
Specialty Stores-0.86%
Leisure-1.03%
Retail Distributors-1.24%
General Merchandise and Department Stores-3.35%
Consumer Durables-5.32%
Luxury-7.16%
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 30.5%, which is higher than its past year's earnings decline of 18.6% 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 27% 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$31.965.9%
+US$3.0b		-9.0%PE26.9x
WOSG Watches of Switzerland GroupUK£6.4618.4%
+UK£234.5m		56.6%PE21.7x
GRG GreggsUK£16.9711.5%
+UK£178.4m		-15.1%PE14.2x
PSON PearsonUK£11.001.3%
+UK£84.4m		-8.5%PE19.8x
ATG Auction Technology GroupUK£4.0211.6%
+UK£50.4m		-16.6%PS2.9x

Latest News

WOSG
UK£6.46
Watches of Switzerland Group
7D
18.4%
1Y
56.6%
BRBY
UK£10.62
Burberry Group
7D
-9.2%
1Y
5.0%
AML
UK£0.50
Aston Martin Lagonda Global Holdings
7D
6.3%
1Y
-34.1%
ATG
UK£4.02
Auction Technology Group
7D
11.6%
1Y
-16.6%
VTY
UK£2.78
Vistry Group
7D
-19.3%
1Y
-54.7%
BWY
UK£18.48
Bellway
7D
-5.9%
1Y
-32.3%
PSN
UK£10.47
Persimmon
7D
-5.1%
1Y
-23.9%
Analysis Article • May 14

When Should You Buy Persimmon Plc (LON:PSN)?

Persimmon Plc ( LON:PSN ), is not the largest company out there, but it saw significant share price movement during...
CPG
US$31.96
Compass Group
7D
5.9%
1Y
-9.0%
ENT
UK£5.32
Entain
7D
1.1%
1Y
-30.9%
Narrative Update • May 12

ENT: Rumored Interest And Dividend Policy Will Shape Future Cash Return Repricing

The analyst price target for Entain has been revised modestly lower, with a cut of £0.37 per share, as analysts factor in slightly higher discounting, more measured revenue growth assumptions, and a reduced future P/E multiple, partly balanced by a firmer profit margin outlook and a mix of recent rating and target changes across major banks. Analyst Commentary Recent research on Entain has been mixed, with some analysts leaning more positive on execution and others taking a more cautious stance on valuation and risk.
GRG
UK£16.97
Greggs
7D
11.5%
1Y
-15.1%
NXT
UK£124.55
NEXT
7D
-3.2%
1Y
-2.0%
Narrative Update • May 08

NXT: Future Cash Returns Will Rely On Higher Discount Rate Caution

Narrative Update The analyst price target for NEXT has been reduced by £3.42, with analysts citing slightly higher discount rate assumptions and more moderate revenue growth expectations. This change is partly reflected in recent Street research, including a £3.42 target reduction at Citi.
PTEC
UK£3.60
Playtech
7D
4.5%
1Y
1.2%
Narrative Update • May 08

PTEC: Higher Margin And SaaS Deal Assumptions Are Expected To Re Rate Shares

Analysts have lifted their fair value estimate for Playtech from £4.49 to £4.63, citing recent Street price target increases and updated assumptions for growth, margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts lifting their price targets by 45 GBp, 48 GBp and 165 GBp are signaling greater confidence that Playtech’s earnings profile can support a higher valuation multiple over time.
KGF
UK£2.73
Kingfisher
7D
-3.9%
1Y
-12.8%
TW.
UK£0.78
Taylor Wimpey
7D
-4.7%
1Y
-34.4%
Narrative Update • May 06

TW.: Share Buybacks And Outlet Expansion Will Support Future Upside

The updated analyst price target for Taylor Wimpey points to a lower fair value of £1.09 versus £1.28 previously. This reflects recent cuts and downgrades from several brokers as analysts factor in more cautious assumptions on revenue growth and profit margins, partly offset by a higher assumed future P/E multiple.
PSON
UK£11.00
Pearson
7D
1.3%
1Y
-8.5%
BTRW
UK£2.44
Barratt Redrow
7D
-7.5%
1Y
-48.3%
Narrative Update • May 03

BTRW: Leadership Transition And Trimmed Assumptions Will Shape Future Upside Potential

The analyst price target for Barratt Redrow has been reduced by £0.08, as fair value, growth and margin assumptions have been trimmed in response to recent target cuts and rating changes from several firms, even as one set of analysts moved to a more constructive stance. Analyst Commentary Recent Street research on Barratt Redrow has focused on recalibrating fair value and ratings, with several firms adjusting price targets in light of updated expectations for growth and margins.