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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedDec 08, 2025
DataAggregated Company Financials
Companies115
  • 7D0.3%
  • 3M-0.7%
  • 1Y-6.5%
  • YTD-4.3%

In the last week, the Consumer Discretionary industry is flat overall, with Frasers Group standing out by going down 10%. Unfortunately though, the industry is down 6.5% over the past 12 months. Earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 08 Dec 2025UK£156.5bUK£186.2bUK£5.2b15.5x29.9x0.8x
Wed, 05 Nov 2025UK£154.3bUK£183.8bUK£4.9b15.9x31.6x0.8x
Fri, 03 Oct 2025UK£156.1bUK£182.5bUK£5.0b15.5x31.3x0.9x
Sun, 31 Aug 2025UK£154.5bUK£182.4bUK£4.9b15.4x31.7x0.8x
Tue, 29 Jul 2025UK£162.1bUK£184.3bUK£4.9b15.8x33.1x0.9x
Thu, 26 Jun 2025UK£159.4bUK£183.6bUK£4.8b16.8x33x0.9x
Sat, 24 May 2025UK£164.3bUK£183.7bUK£4.9b17.3x33.4x0.9x
Mon, 21 Apr 2025UK£153.3bUK£182.9bUK£4.8b15.8x32x0.8x
Wed, 19 Mar 2025UK£154.9bUK£186.8bUK£5.5b14.6x28.3x0.8x
Fri, 14 Feb 2025UK£165.5bUK£190.2bUK£5.4b15.5x30.8x0.9x
Sun, 12 Jan 2025UK£157.9bUK£191.5bUK£5.4b15.4x29.1x0.8x
Tue, 10 Dec 2024UK£169.3bUK£189.9bUK£5.3b16.3x31.7x0.9x
Thu, 07 Nov 2024UK£167.9bUK£189.4bUK£5.9b16.3x28.3x0.9x
Sat, 05 Oct 2024UK£170.6bUK£189.6bUK£6.0b17.5x28.2x0.9x
Mon, 02 Sep 2024UK£169.0bUK£189.0bUK£6.4b16.4x26.6x0.9x
Wed, 31 Jul 2024UK£168.7bUK£191.4bUK£6.2b16.3x27.3x0.9x
Fri, 28 Jun 2024UK£159.6bUK£193.0bUK£6.4b15.5x24.8x0.8x
Sun, 26 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Tue, 23 Apr 2024UK£185.7bUK£204.8bUK£5.3b15.4x34.8x0.9x
Thu, 21 Mar 2024UK£189.9bUK£205.0bUK£6.3b14.7x30x0.9x
Sat, 17 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Mon, 15 Jan 2024UK£193.1bUK£224.0bUK£6.6b14x29.1x0.9x
Wed, 13 Dec 2023UK£193.2bUK£224.3bUK£6.1b13.8x31.6x0.9x
Fri, 10 Nov 2023UK£184.8bUK£223.5bUK£6.1b12.4x30.3x0.8x
Sun, 08 Oct 2023UK£186.5bUK£223.6bUK£5.8b12.2x32.2x0.8x
Tue, 05 Sep 2023UK£195.3bUK£221.9bUK£6.1b12.5x32.2x0.9x
Thu, 03 Aug 2023UK£199.8bUK£216.6bUK£6.6b12.2x30.3x0.9x
Sat, 01 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Mon, 29 May 2023UK£201.6bUK£214.2bUK£6.3b13.3x31.9x0.9x
Wed, 26 Apr 2023UK£205.4bUK£207.6bUK£6.7b12.6x30.8x1x
Fri, 24 Mar 2023UK£192.4bUK£207.4bUK£7.4b12.1x26.1x0.9x
Sun, 19 Feb 2023UK£201.6bUK£207.1bUK£8.2b12.5x24.7x1x
Tue, 17 Jan 2023UK£196.0bUK£206.5bUK£8.5b11.7x23.1x0.9x
Thu, 15 Dec 2022UK£174.4bUK£203.3bUK£8.8b10.5x19.7x0.9x
Price to Earnings Ratio

19.7x


Total Market Cap: UK£174.4bTotal Earnings: UK£8.8bTotal Revenue: UK£203.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.3x202320242025
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 30.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 16% per year over the last three years,
  • Revenues have also declined 2.9% 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-0.20%
Consumer Discretionary0.33%
Luxury5.86%
Auto2.67%
Specialty Stores0.76%
Leisure0.59%
Hospitality0.30%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.11%
Consumer Services-0.26%
Retail Distributors-0.43%
Consumer Durables-0.77%
Auto Components-1.69%
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 45.1%, 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 76% 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
CPG Compass GroupUK£23.550.6%
+UK£237.6m		-12.8%PE28.5x
SSPG SSP GroupUK£1.7817.1%
+UK£204.8m		-4.6%PS0.4x
BRBY Burberry GroupUK£12.043.3%
+UK£136.5m		24.1%PS1.8x
JD. JD Sports FashionUK£0.802.4%
+UK£89.0m		-23.8%PE7.8x
DEBS boohoo groupUK£0.2714.4%
+UK£47.9m		-22.4%PS0.5x

Latest News

ASC
UK£2.64
ASOS
7D
7.5%
1Y
-30.7%
CPG
UK£23.55
Compass Group
7D
0.6%
1Y
-12.8%
SSPG
UK£1.78
SSP Group
7D
17.1%
1Y
-4.6%
WOSG
UK£4.91
Watches of Switzerland Group
7D
2.3%
1Y
-12.6%
BRBY
UK£12.04
Burberry Group
7D
3.3%
1Y
24.1%

Burberry Group plc (LON:BRBY) Shares Could Be 35% Below Their Intrinsic Value Estimate

Dec 06
Burberry Group plc (LON:BRBY) Shares Could Be 35% Below Their Intrinsic Value Estimate
WTB
UK£23.63
Whitbread
7D
-4.1%
1Y
-18.8%
FRAS
UK£6.55
Frasers Group
7D
-13.5%
1Y
3.6%
ENT
UK£7.35
Entain
7D
-6.6%
1Y
-9.5%

ENT: Upcoming UK Gaming Tax Changes Will Drive Future Share Performance

The analyst price target for Entain has been trimmed modestly, with a slightly lower fair value and revenue growth outlook partially offset by a firmer profit margin profile, as analysts factor in higher UK gaming taxes and a maturing U.S. market, yet still see value in the shares at roughly a mid single digit percentage discount to prior expectations. Analyst Commentary Street research remains broadly constructive on Entain, with several bullish analysts highlighting a more attractive entry point after the recent share price pullback, even as higher UK gaming taxes and a slowing U.S. market temper headline targets.
DEBS
UK£0.27
boohoo group
7D
14.4%
1Y
-22.4%
OTB
UK£2.24
On the Beach Group
7D
16.0%
1Y
-6.9%
JD.
UK£0.80
JD Sports Fashion
7D
2.4%
1Y
-23.8%

What Does JD Sports Fashion Plc's (LON:JD.) Share Price Indicate?

Dec 03
What Does JD Sports Fashion Plc's (LON:JD.) Share Price Indicate?
MAB
UK£2.59
Mitchells & Butlers
7D
-8.5%
1Y
5.1%
BTRW
UK£3.63
Barratt Redrow
7D
-6.5%
1Y
-17.8%

BTRW: Rising Demand in Key Housing Markets Will Support Share Performance

Analysts have increased their price targets for Barratt Redrow, with recent updates raising expectations by £0.20 to £0.25 per share. This change is attributed to robust revenue growth projections and sustained profitability estimates.
IHG
UK£99.00
InterContinental Hotels Group
7D
-1.0%
1Y
0%

IHG: Future Earnings Stability Will Rely On Navigating U.S. RevPAR Challenges

The average analyst price target for InterContinental Hotels Group has risen modestly by approximately £1 per share. This reflects analysts' improved outlook on the company's earnings resilience and fair valuation, despite mixed trends in U.S. market performance.
BWY
UK£26.48
Bellway
7D
-4.8%
1Y
4.1%
NXT
UK£139.35
NEXT
7D
-1.2%
1Y
42.3%

NXT: Fair Valuation Will Support Dividends And Buybacks Amid Improved Confidence

The analyst price target for NEXT has increased from £138.64 to £141.57. This change reflects analysts' optimism following recent upward revisions to share price targets, which have been driven by stronger expected revenue growth and continued sector confidence.