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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies114
  • 7D1.6%
  • 3M3.1%
  • 1Y-12.6%
  • YTD-4.8%

In the last week, the Consumer Discretionary industry is up 1.6%, with Compass Group up 2.6%. However, the industry is down 13% over the past year. 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
Thu, 11 Jun 2026UK£158.6bUK£198.8bUK£6.2b13.7x25.8x0.8x
Sat, 09 May 2026UK£150.7bUK£195.8bUK£6.0b12.3x25.2x0.8x
Mon, 06 Apr 2026UK£147.1bUK£195.6bUK£6.0b11.7x24.4x0.8x
Wed, 04 Mar 2026UK£143.8bUK£182.2bUK£5.2b15.2x27.9x0.8x
Fri, 30 Jan 2026UK£148.1bUK£184.8bUK£5.2b13.8x28.7x0.8x
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
Price to Earnings Ratio

32.4x


Total Market Cap: UK£201.4bTotal Earnings: UK£6.2bTotal Revenue: UK£214.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.4x202420252026
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 25.8x which is lower than its 3-year average PE of 30.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
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-1.01%
Consumer Discretionary1.59%
General Merchandise and Department Stores4.20%
Consumer Services3.45%
Hospitality2.73%
Specialty Stores1.10%
Online Retail and Ecommerce0%0
Luxury-0.24%
Leisure-1.74%
Retail Distributors-1.84%
Consumer Durables-2.01%
Auto-2.52%
Auto Components-5.84%
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 82.0%, 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
CPG Compass GroupUS$33.182.6%
+US$1.4b		-6.4%PE28x
NXT NEXTUK£139.704.8%
+UK£730.6m		11.4%PE17.9x
ENT EntainUK£6.018.6%
+UK£303.3m		-19.7%PS0.7x
IHG InterContinental Hotels GroupUS$162.251.5%
+US$350.5m		39.3%PE31.9x
PSON PearsonUK£11.493.3%
+UK£219.7m		5.9%PE20.6x

Latest News

PSN
UK£10.40
Persimmon
7D
-2.7%
1Y
-25.4%
FRAS
UK£7.71
Frasers Group
7D
5.1%
1Y
7.5%
SMWH
UK£4.13
WH Smith
7D
-18.1%
1Y
-61.5%
BWY
UK£17.60
Bellway
7D
-2.3%
1Y
-40.5%
Narrative Update • Jun 09

BWY: Margin Recovery And Execution Will Support Future Re Rating

Bellway's analyst fair value estimate has shifted slightly lower to £36.43 from £37.43 as analysts factor in margin headwinds and pricing risks, which are reflected in recent price target cuts and rating changes across the sector. Analyst Commentary Recent Street research on Bellway points to a mixed backdrop, with some fresh caution around margins and pricing alongside selective optimism on execution and valuation support.
BTRW
UK£2.50
Barratt Redrow
7D
-3.3%
1Y
-47.8%
Narrative Update • Jun 09

BTRW: Margin Discipline And Cost Control Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been reduced to £2.60 from £4.82, as analysts factor in margin headwinds, softer pricing assumptions, and slightly lower estimates for fair value, revenue growth, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts point to the upgraded rating earlier in the year as a sign that some see value support at current levels, even as sector sentiment has softened.
PSON
UK£11.49
Pearson
7D
3.3%
1Y
5.9%
Narrative Update • Jun 08

PSON: AI Partnerships And Steady Cash Returns Will Support Balanced Outlook

Analysts have lifted their Pearson price target by £0.10, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E as the key drivers behind the change. What's in the News The Jordanian Ministry of Education extended its vocational education development contract with Pearson to 2031, covering support for 362 schools and BTEC Level 2 and 3 Arabic-language qualifications across 14 sectors.
JD.
UK£0.86
JD Sports Fashion
7D
3.5%
1Y
7.6%
Narrative Update • Jun 07

JD.: More Conservative P/E Assumptions Will Still Support Future Upside

Narrative update on JD Sports Fashion Analysts have trimmed their fair value estimate and lowered the implied price target for JD Sports Fashion by £0.05 to £0.83. They attribute this change to more cautious assumptions on revenue growth, profit margins and future P/E multiples, following recent target cuts from several firms.
CPG
US$33.18
Compass Group
7D
2.6%
1Y
-6.4%
Narrative Update • Jun 05

CPG: BNP Upgrade And Premium P/E Will Support Future Upside

Narrative Update on Compass Group Analysts have adjusted their price target on Compass Group to $38.28, supported by an updated view on the stock's discount rate and forward P/E assumptions in light of recent research upgrades such as the move by BNP Paribas. What's in the News Compass Group is participating in the Kiertis pilot in Espoo, Finland, which tests reusable, deposit based takeaway food containers and a related return system in grocery and food service settings.
IHG
US$162.25
InterContinental Hotels Group
7D
1.5%
1Y
39.3%
Narrative Update • Jun 05

IHG: Future Returns Will Rely On Operational Efficiencies And Disciplined Capital Allocation

Analysts have raised their price target on InterContinental Hotels Group stock to $154 from $141. The updated fair value of $153.48 reflects views on slightly adjusted discount rate inputs, a modestly lower revenue growth outlook, a small uptick in profit margin expectations, and a higher assumed future P/E.
NXT
UK£139.70
NEXT
7D
4.8%
1Y
11.4%
Narrative Update • Jun 05

NXT: Future Cash Returns Will Reflect Mixed Rating Shifts And Execution Risks

Analysts have trimmed their fair value estimate for NEXT slightly to about £147 from roughly £148, reflecting modest changes in the discount rate, revenue growth, profit margin and future P/E assumptions following mixed recent research, including an upgrade with a £14,000 price target and a separate price target cut. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade and £14,000 price target as support for the view that NEXT can justify a premium valuation multiple relative to the fair value estimate, assuming the company executes consistently on revenue and margin plans.
VTY
UK£2.42
Vistry Group
7D
-6.1%
1Y
-65.1%
Narrative Update • Jun 04

VTY: Future Returns Will Be Pressured By Margin Risks From Open Market Sales

Analysts have sharply reduced their price targets on Vistry Group, with recent cuts from £6.50 to £5.00, £6.40 to £5.30 and £5.80 to £3.40. These changes reflect concerns about weaker margins, softer end markets and lower earnings estimates through FY27.
ENT
UK£6.01
Entain
7D
8.6%
1Y
-19.7%
Narrative Update • Jun 01

ENT: Rumored Takeover Interest And Dividend Policy Will Drive Future Repricing

Analysts have trimmed their average price targets for Entain by a few pounds, with recent changes including cuts from £1,055 to £1,028 and from £1,150 to £1,100. These revisions reflect updated views on growth, margins and appropriate P/E levels, while still indicating potential upside in the stock.
KGF
UK£2.80
Kingfisher
7D
-1.2%
1Y
2.4%
Narrative Update • Jun 01

KGF: Future Returns Will Balance Mixed Street Views And AI Execution

Analysts have trimmed the Kingfisher price target to £2.955 from £3.10, reflecting updated views on fair value, discount rates, and earnings potential after recent mixed moves in Street targets from Berenberg, Jefferies, Deutsche Bank, and Barclays. Analyst Commentary Recent Street research on Kingfisher has been mixed, with some analysts raising targets and others trimming them.
CRN
UK£1.94
Cairn Homes
7D
-4.7%
1Y
0.8%
Narrative Update • May 31

CRN: Housing Shortage And Policy Support Will Support Repricing Through 2026

Analysts have raised the price target for Cairn Homes to £2.45 from £2.00, citing updated research that refines discount rate and P/E assumptions while keeping growth and margin expectations broadly unchanged. Analyst Commentary Recent research updates point to higher price targets for Cairn Homes in both euro and sterling terms, while existing views on growth and margins are described as broadly unchanged.
GAW
UK£190.20
Games Workshop Group
7D
-1.8%
1Y
15.8%
Analysis Article • May 30

Is It Too Late To Consider Buying Games Workshop Group PLC (LON:GAW)?

Games Workshop Group PLC ( LON:GAW ), might not be a large cap stock, but it saw a double-digit share price rise of...
MAB
UK£2.41
Mitchells & Butlers
7D
5.5%
1Y
-15.6%