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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies114
  • 7D2.0%
  • 3M5.2%
  • 1Y-10.8%
  • YTD-3.7%

Over the last 7 days, the Consumer Discretionary industry has risen 2.9%, driven by gains from Compass Group of 3.6%. However, the industry is down 10% over the past year. 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
Tue, 16 Jun 2026UK£160.4bUK£198.8bUK£6.2b13.9x26.1x0.8x
Thu, 14 May 2026UK£151.9bUK£198.2bUK£6.1b12.3x24.8x0.8x
Sat, 11 Apr 2026UK£148.0bUK£195.5bUK£6.0b12.4x24.5x0.8x
Mon, 09 Mar 2026UK£143.6bUK£182.8bUK£5.2b14.3x27.7x0.8x
Wed, 04 Feb 2026UK£145.4bUK£180.8bUK£5.3b14.2x27.3x0.8x
Fri, 02 Jan 2026UK£153.4bUK£185.6bUK£5.2b15.3x29.6x0.8x
Sun, 30 Nov 2025UK£153.1bUK£186.2bUK£5.1b15.2x30x0.8x
Tue, 28 Oct 2025UK£159.8bUK£183.1bUK£5.0b16.5x32.1x0.9x
Thu, 25 Sep 2025UK£154.3bUK£183.7bUK£4.9b15.3x31.3x0.8x
Sat, 23 Aug 2025UK£159.3bUK£183.8bUK£4.6b15.5x34.4x0.9x
Mon, 21 Jul 2025UK£160.2bUK£184.2bUK£4.9b15.8x32.7x0.9x
Wed, 18 Jun 2025UK£161.3bUK£184.2bUK£4.9b17.2x32.7x0.9x
Fri, 16 May 2025UK£164.5bUK£183.5bUK£4.8b17x34.1x0.9x
Sun, 13 Apr 2025UK£148.0bUK£186.4bUK£4.9b15.9x30.2x0.8x
Tue, 11 Mar 2025UK£155.2bUK£186.9bUK£5.6b14.3x27.9x0.8x
Thu, 06 Feb 2025UK£164.3bUK£190.6bUK£5.4b15.4x30.6x0.9x
Sat, 04 Jan 2025UK£162.5bUK£190.8bUK£5.4b15.8x30.1x0.9x
Mon, 02 Dec 2024UK£166.7bUK£190.0bUK£5.4b15.7x30.9x0.9x
Wed, 30 Oct 2024UK£169.9bUK£189.4bUK£5.9b16.3x28.8x0.9x
Fri, 27 Sep 2024UK£173.6bUK£188.3bUK£6.2b17.5x27.9x0.9x
Sun, 25 Aug 2024UK£170.9bUK£188.8bUK£6.4b16.8x26.9x0.9x
Tue, 23 Jul 2024UK£163.4bUK£191.4bUK£6.2b15.8x26.4x0.9x
Thu, 20 Jun 2024UK£160.4bUK£192.9bUK£6.4b15.2x24.9x0.8x
Sat, 18 May 2024UK£196.3bUK£211.3bUK£6.0b15.7x33x0.9x
Mon, 15 Apr 2024UK£188.5bUK£205.0bUK£5.4b15.6x35.1x0.9x
Wed, 13 Mar 2024UK£192.4bUK£205.1bUK£5.9b15.7x32.5x0.9x
Fri, 09 Feb 2024UK£191.7bUK£204.0bUK£6.3b14.3x30.3x0.9x
Sun, 07 Jan 2024UK£194.2bUK£224.0bUK£6.6b14.1x29.3x0.9x
Tue, 05 Dec 2023UK£189.0bUK£223.8bUK£6.2b12.6x30.5x0.8x
Thu, 02 Nov 2023UK£182.9bUK£223.7bUK£6.0b12x30.6x0.8x
Sat, 30 Sep 2023UK£190.4bUK£223.3bUK£5.8b12.7x32.7x0.9x
Mon, 28 Aug 2023UK£192.0bUK£222.5bUK£6.0b12.4x31.8x0.9x
Wed, 26 Jul 2023UK£201.0bUK£214.1bUK£6.3b12.3x32.1x0.9x
Fri, 23 Jun 2023UK£198.5bUK£214.6bUK£6.2b13.2x32.2x0.9x
Price to Earnings Ratio

32.2x


Total Market Cap: UK£198.5bTotal Earnings: UK£6.2bTotal Revenue: UK£214.6bTotal 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 26.3x 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 Market0.74%
Consumer Discretionary1.98%
Leisure5.69%
General Merchandise and Department Stores3.20%
Auto3.14%
Luxury3.14%
Hospitality2.19%
Specialty Stores1.56%
Retail Distributors1.47%
Consumer Durables0.65%
Online Retail and Ecommerce0%0
Consumer Services-1.50%
Auto Components-1.76%
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 82.2%, 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$33.541.7%
+US$952.2m		-3.4%PE28.3x
NXT NEXTUK£141.954.5%
+UK£696.3m		12.7%PE18.2x
IHG InterContinental Hotels GroupUS$167.903.1%
+US$760.6m		47.7%PE33x
GAW Games Workshop GroupUK£199.505.7%
+UK£356.9m		22.0%PE31.9x
BRBY Burberry GroupUK£11.544.1%
+UK£161.2m		3.9%PE196.8x

Latest News

ENT
UK£5.89
Entain
7D
3.3%
1Y
-32.0%
VTY
UK£2.24
Vistry Group
7D
-10.5%
1Y
-65.8%
SMWH
UK£4.37
WH Smith
7D
-12.5%
1Y
-60.1%
CPG
US$33.54
Compass Group
7D
1.7%
1Y
-3.4%
BME
UK£1.92
B&M European Value Retail
7D
-6.3%
1Y
-25.0%
Analysis Article • Jun 10

Some Investors May Be Willing To Look Past B&M European Value Retail's (LON:BME) Soft Earnings

B&M European Value Retail plc's ( LON:BME ) stock was strong despite it releasing a soft earnings report last week. We...
BRBY
UK£11.54
Burberry Group
7D
4.1%
1Y
3.9%
Narrative Update • Jun 09

BRBY: Future Returns Will Depend On Early Repositioning Amid Softer Outlook

Narrative update The analyst price target for Burberry Group has been revised to £1,560, a £30 trim from the prior £1,590. Analysts are weighing a softer revenue and margin outlook against views that the recent share pullback could offer an entry point and that the company is still early in its global repositioning.
BTRW
UK£2.51
Barratt Redrow
7D
-1.1%
1Y
-46.7%
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.
TRN
UK£2.19
Trainline
7D
-2.9%
1Y
-21.1%
Narrative Update • Jun 08

TRN: Share Buyback And 2027 Guidance May Support Further Upside Potential

Trainline’s updated analyst price target has moved closer to £3.51, with recent Street research showing mixed target adjustments between £2.35 and £3.50 as analysts refine their views on growth, profitability and appropriate P/E levels. Analyst Commentary Recent research on Trainline highlights a split in views on how much upside is left at current levels, with several firms adjusting targets in a relatively tight band between £2.35 and £3.50.
PSON
UK£11.40
Pearson
7D
-1.8%
1Y
6.5%
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
2.8%
1Y
14.1%
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.
ABDP
UK£10.50
AB Dynamics
7D
-4.0%
1Y
-40.7%
Narrative Update • Jun 05

ABDP: Cash Reserves And Disciplined Acquisitions Will Drive Future Upside

Analysts have adjusted their price work on AB Dynamics, keeping fair value around £13.70 while incorporating updated assumptions on the discount rate, revenue growth, profit margin and future P/E, which feeds through to a revised price target for the stock. What's in the News AB Dynamics declared an interim dividend of 3.08 pence per ordinary share, with a total distribution of £0.7 million, in respect of the year ending 31 August 2026.
IHG
US$167.90
InterContinental Hotels Group
7D
3.1%
1Y
47.7%
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£141.95
NEXT
7D
4.5%
1Y
12.7%
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.
ATG
UK£4.30
Auction Technology Group
7D
-1.2%
1Y
-5.2%
Narrative Update • Jun 04

ATG: Value Added Services And New Leadership Will Support Future Upside

Analysts have adjusted their price target for Auction Technology Group to £5.18 from £5.11. This reflects updated views on discount rates, revenue growth assumptions, profit margins and future P/E multiples.
KGF
UK£2.86
Kingfisher
7D
2.2%
1Y
3.7%
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.
GAW
UK£199.50
Games Workshop Group
7D
5.7%
1Y
22.0%
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...