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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies114
  • 7D-0.5%
  • 3M8.4%
  • 1Y-10.7%
  • YTD-3.8%

Last week, the Consumer Discretionary industry hasn't moved much but Pearson is up 7.9% in that time. As for the longer term, the industry has declined 11% in the last 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
Fri, 03 Jul 2026UK£159.4bUK£198.6bUK£6.3b14x25.4x0.8x
Sun, 31 May 2026UK£157.2bUK£198.6bUK£6.2b14.3x25.2x0.8x
Tue, 28 Apr 2026UK£150.2bUK£195.5bUK£6.1b12.1x24.8x0.8x
Thu, 26 Mar 2026UK£133.5bUK£183.4bUK£5.2b12x25.6x0.7x
Sat, 21 Feb 2026UK£149.6bUK£181.8bUK£5.4b14.6x27.9x0.8x
Mon, 19 Jan 2026UK£151.6bUK£185.9bUK£5.2b14.9x29.1x0.8x
Wed, 17 Dec 2025UK£151.1bUK£185.8bUK£5.2b15.7x29.1x0.8x
Fri, 14 Nov 2025UK£153.5bUK£184.5bUK£4.9b16x31.2x0.8x
Sun, 12 Oct 2025UK£153.3bUK£182.9bUK£5.0b15.5x30.8x0.8x
Tue, 09 Sep 2025UK£156.1bUK£182.3bUK£4.9b15.8x32.2x0.9x
Thu, 07 Aug 2025UK£160.6bUK£184.0bUK£4.7b15.9x34.2x0.9x
Sat, 05 Jul 2025UK£160.8bUK£183.9bUK£4.9b16.1x32.8x0.9x
Mon, 02 Jun 2025UK£163.6bUK£183.9bUK£4.9b17.4x33.3x0.9x
Wed, 30 Apr 2025UK£155.7bUK£182.1bUK£4.9b16x31.9x0.9x
Fri, 28 Mar 2025UK£152.9bUK£186.6bUK£4.9b15.6x31.4x0.8x
Sun, 23 Feb 2025UK£162.1bUK£189.7bUK£5.4b15.2x30.3x0.9x
Tue, 21 Jan 2025UK£160.2bUK£191.3bUK£5.4b15.6x29.5x0.8x
Thu, 19 Dec 2024UK£165.5bUK£190.0bUK£5.4b15.7x30.8x0.9x
Sat, 16 Nov 2024UK£165.1bUK£189.9bUK£5.7b16.4x29.2x0.9x
Mon, 14 Oct 2024UK£168.1bUK£189.7bUK£6.1b17.5x27.7x0.9x
Wed, 11 Sep 2024UK£170.8bUK£189.2bUK£6.3b16.1x27x0.9x
Fri, 09 Aug 2024UK£164.7bUK£191.9bUK£6.1b15.9x27x0.9x
Sun, 07 Jul 2024UK£160.7bUK£191.8bUK£6.3b16x25.4x0.8x
Tue, 04 Jun 2024UK£192.4bUK£202.3bUK£5.1b16.3x37.9x1x
Thu, 02 May 2024UK£186.5bUK£200.9bUK£5.2b16.1x36.1x0.9x
Sat, 30 Mar 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Mon, 26 Feb 2024UK£193.2bUK£204.0bUK£6.3b15.4x30.6x0.9x
Wed, 24 Jan 2024UK£194.2bUK£223.5bUK£6.6b14x29.6x0.9x
Fri, 22 Dec 2023UK£200.8bUK£224.0bUK£6.6b14.1x30.3x0.9x
Sun, 19 Nov 2023UK£189.4bUK£224.0bUK£6.1b12.6x31.1x0.8x
Tue, 17 Oct 2023UK£185.0bUK£223.6bUK£5.8b12.1x31.9x0.8x
Thu, 14 Sep 2023UK£195.8bUK£222.3bUK£6.1b12.5x32x0.9x
Sat, 12 Aug 2023UK£198.8bUK£217.7bUK£6.1b12.2x32.7x0.9x
Mon, 10 Jul 2023UK£192.1bUK£213.9bUK£6.3b12.7x30.7x0.9x
Price to Earnings Ratio

30.7x


Total Market Cap: UK£192.1bTotal Earnings: UK£6.3bTotal Revenue: UK£213.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.3x202420252026
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 25.4x which is lower than its 3-year average PE of 30.3x.
  • 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 Market0.24%
Consumer Discretionary-0.45%
Consumer Services7.10%
Auto Components6.12%
Auto3.12%
Specialty Stores1.65%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.53%
Leisure-1.16%
Luxury-1.30%
Hospitality-1.46%
Consumer Durables-1.87%
Retail Distributors-2.83%
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 77.8%, 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 78% 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$33.162.9%
+US$1.6b		-3.0%PE27.9x
PSON PearsonUK£12.447.7%
+UK£535.8m		15.6%PE22.4x
FRAS Frasers GroupUK£7.583.5%
+UK£109.7m		9.5%PE7.6x
MOON Moonpig GroupUK£2.5410.8%
+UK£75.0m		5.1%PE14.9x
PTEC PlaytechUK£3.228.4%
+UK£69.5m		-13.9%PS1.4x

Latest News

WOSG
UK£7.37
Watches of Switzerland Group
7D
4.0%
1Y
89.8%
MOON
UK£2.54
Moonpig Group
7D
10.8%
1Y
5.1%
Analysis Article • 20h

What Does Moonpig Group PLC's (LON:MOON) Share Price Indicate?

Moonpig Group PLC ( LON:MOON ), might not be a large cap stock, but it saw a significant share price rise of 23% in the...
TW.
UK£0.80
Taylor Wimpey
7D
-5.6%
1Y
-30.5%
PSON
UK£12.44
Pearson
7D
7.7%
1Y
15.6%
FRAS
UK£7.58
Frasers Group
7D
3.5%
1Y
9.5%
BME
UK£1.93
B&M European Value Retail
7D
-6.6%
1Y
-30.6%
BKG
UK£34.02
Berkeley Group Holdings
7D
-9.3%
1Y
-7.4%
ASC
UK£3.37
ASOS
7D
11.6%
1Y
9.4%
Narrative Update • Jun 24

ASC: Profit Margin Gains And 2026 Guidance Will Support Share Recovery

ASOS's analyst price target has been revised higher, with Street estimates moving in a similar direction to JPMorgan's lift to £2.85 and Deutsche Bank's increase to £4.00. These changes are supported by updated views on fair value, profit margins and future P/E assumptions.
PSN
UK£10.54
Persimmon
7D
-6.6%
1Y
-14.1%
Narrative Update • Jun 23

PSN: Forward Order Book And Biggleswade Development Will Support Returns

Persimmon's analyst fair value estimate has been reduced from £13.97 to £13.42, in line with a series of lower Street price targets around £1,280 to £1,430. Analysts are factoring in slightly softer revenue growth, marginally tighter profit margins and a modestly lower future P/E assumption.
ENT
UK£5.40
Entain
7D
-5.2%
1Y
-41.1%
BTRW
UK£2.80
Barratt Redrow
7D
-4.9%
1Y
-35.5%
Narrative Update • Jun 23

BTRW: Margin Discipline And Execution Resilience Will Support Future Upside Potential

The analyst price target for Barratt Redrow has been revised lower to £3.44 per share from £3.55, as analysts factor in slightly softer revenue growth, modest margin pressure and a small increase in the discount rate following a series of reduced Street price targets and rating changes. Analyst Commentary Recent Street research on Barratt Redrow presents a mixed picture, with several firms cutting price targets and adjusting ratings as they reassess revenue, margin and risk assumptions.
CPG
US$33.16
Compass Group
7D
2.9%
1Y
-3.0%
Narrative Update • Jun 22

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

Analysts have nudged their price target for Compass Group slightly higher to $38.30 from $38.28, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E following recent research, including a BNP Paribas upgrade. What's in the News for Compass Group Recent research on Compass Group includes updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E.
IHG
US$169.35
InterContinental Hotels Group
7D
-1.9%
1Y
43.0%
Narrative Update • Jun 22

IHG: Future Returns Will Depend On Net Unit Growth And Conversions

InterContinental Hotels Group's analyst price target has been raised, with recent moves such as Goldman Sachs lifting its view to $188 from $165 and Bernstein moving to $154 from $141. Analysts point to stronger net unit growth, a deeper pipeline, and improving conversion trends as key supports for the updated fair value of $155.18.
WTB
UK£23.99
Whitbread
7D
-5.1%
1Y
-18.3%
Narrative Update • Jun 18

WTB: Trading Momentum And P E Reset Will Drive Future Upside

Whitbread's analyst price target has been trimmed by £1.41 to £36.52, as analysts adjust fair value and profit margin assumptions while also expecting different future P/E and revenue growth inputs compared with previous estimates. Analyst Commentary Recent research on Whitbread highlights a mix of caution and optimism, with several price target revisions reflecting updated assumptions on valuation multiples and profit margins.
PTEC
UK£3.22
Playtech
7D
8.4%
1Y
-13.9%
Narrative Update • Jun 11

PTEC: Future Upside Will Rely On Repriced Earnings Power And Buyback Execution

Analysts have lifted the fair value estimate for Playtech from £6.90 to about £7.59, reflecting a series of recent price target increases. These include Deutsche Bank's move to £4.60 and other upward revisions from Jefferies and Citi, supported by updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
MAB
UK£2.53
Mitchells & Butlers
7D
2.8%
1Y
-11.5%