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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJan 26, 2026
DataAggregated Company Financials
Companies117
  • 7D-0.7%
  • 3M-5.7%
  • 1Y-3.7%
  • YTD-1.6%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Pearson gained 4.2%. As for the longer term, the industry has declined 3.7% in the last year. Earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 26 Jan 2026UK£149.9bUK£185.2bUK£5.2b14.1x28.9x0.8x
Wed, 24 Dec 2025UK£152.7bUK£185.6bUK£5.2b15x29.5x0.8x
Fri, 21 Nov 2025UK£149.6bUK£185.0bUK£4.9b15.6x30.5x0.8x
Sun, 19 Oct 2025UK£154.9bUK£182.9bUK£5.0b16.5x31.1x0.8x
Tue, 16 Sep 2025UK£154.4bUK£182.1bUK£4.8b15.2x32.2x0.8x
Thu, 14 Aug 2025UK£157.0bUK£183.4bUK£4.6b15.6x33.9x0.9x
Sat, 12 Jul 2025UK£162.1bUK£184.1bUK£4.9b15.9x33.1x0.9x
Mon, 09 Jun 2025UK£162.1bUK£183.7bUK£4.9b16.9x33.2x0.9x
Wed, 07 May 2025UK£161.5bUK£182.1bUK£4.8b16.3x33.5x0.9x
Fri, 04 Apr 2025UK£151.9bUK£186.3bUK£4.9b16x31.2x0.8x
Sun, 02 Mar 2025UK£160.3bUK£189.9bUK£5.3b14.6x30.3x0.8x
Tue, 28 Jan 2025UK£160.9bUK£190.7bUK£5.4b15.4x29.6x0.8x
Thu, 26 Dec 2024UK£163.8bUK£190.5bUK£5.4b15.9x30.4x0.9x
Sat, 23 Nov 2024UK£164.9bUK£190.1bUK£5.7b15.9x29.1x0.9x
Mon, 21 Oct 2024UK£172.4bUK£189.3bUK£5.9b17.5x29.3x0.9x
Wed, 18 Sep 2024UK£175.7bUK£188.0bUK£6.3b16.5x28x0.9x
Fri, 16 Aug 2024UK£170.3bUK£191.6bUK£6.5b16.3x26x0.9x
Sun, 14 Jul 2024UK£164.0bUK£191.4bUK£6.3b16.2x26x0.9x
Tue, 11 Jun 2024UK£191.7bUK£202.7bUK£5.4b15.6x35.2x0.9x
Thu, 09 May 2024UK£193.5bUK£200.6bUK£5.2b16.6x37.2x1x
Sat, 06 Apr 2024UK£189.0bUK£205.0bUK£5.0b15.1x37.5x0.9x
Mon, 04 Mar 2024UK£193.1bUK£203.4bUK£6.2b15.3x31x0.9x
Wed, 31 Jan 2024UK£198.9bUK£223.5bUK£6.6b14.3x30.3x0.9x
Fri, 29 Dec 2023UK£200.2bUK£224.0bUK£6.6b14x30.2x0.9x
Sun, 26 Nov 2023UK£188.6bUK£223.6bUK£6.2b12.2x30.3x0.8x
Tue, 24 Oct 2023UK£180.8bUK£223.7bUK£6.0b11.8x30.2x0.8x
Thu, 21 Sep 2023UK£196.2bUK£222.5bUK£5.8b12.6x33.9x0.9x
Sat, 19 Aug 2023UK£191.3bUK£217.6bUK£6.1b12.2x31.2x0.9x
Mon, 17 Jul 2023UK£199.3bUK£214.1bUK£6.3b12.8x31.9x0.9x
Wed, 14 Jun 2023UK£201.5bUK£214.3bUK£6.2b13.6x32.3x0.9x
Fri, 12 May 2023UK£206.6bUK£212.3bUK£6.5b12.8x31.6x1x
Sun, 09 Apr 2023UK£195.0bUK£208.1bUK£7.1b12x27.6x0.9x
Tue, 07 Mar 2023UK£201.9bUK£209.7bUK£8.3b12.8x24.4x1x
Thu, 02 Feb 2023UK£196.1bUK£206.7bUK£8.2b12.8x24x0.9x
Price to Earnings Ratio

24x


Total Market Cap: UK£196.1bTotal Earnings: UK£8.2bTotal Revenue: UK£206.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.6x202420252026
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 30.6x.
  • 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 14% per year over the last three years,
  • Revenues have also declined 3.6% 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-0.15%
Consumer Discretionary-0.65%
Consumer Services3.44%
Specialty Stores2.75%
Retail Distributors2.45%
Auto1.47%
Auto Components0.83%
Online Retail and Ecommerce0%0
Consumer Durables-0.078%
Luxury-1.04%
Leisure-1.32%
Hospitality-1.81%
General Merchandise and Department Stores-3.70%
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 44.4%, 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 78% 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£9.694.2%
+UK£246.2m		-24.9%PE13.9x
CURY CurrysUK£1.4312.7%
+UK£168.7m		64.8%PE11.4x
JD. JD Sports FashionUK£0.833.8%
+UK£151.4m		1.5%PE8x
WOSG Watches of Switzerland GroupUK£5.3411.6%
+UK£131.2m		1.8%PE18.2x
IHG InterContinental Hotels GroupUS$137.000.7%
+US$143.2m		5.2%PE27.5x

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WOSG
UK£5.34
Watches of Switzerland Group
7D
11.6%
1Y
1.8%
CURY
UK£1.43
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7D
12.7%
1Y
64.8%

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2.8%
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NXT
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WTB
UK£27.51
Whitbread
7D
-1.1%
1Y
-2.1%
BME
UK£1.62
B&M European Value Retail
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-5.3%
1Y
-49.2%
JDW
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-8.9%
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IHG
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0.7%
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JD.
UK£0.83
JD Sports Fashion
7D
3.8%
1Y
1.5%

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GAW
UK£178.30
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-1.3%
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23.6%
CPG
UK£22.39
Compass Group
7D
-1.9%
1Y
-17.4%

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COA
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4.7%
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