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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies114
  • 7D2.7%
  • 3M6.2%
  • 1Y-9.8%
  • YTD-2.8%

The Consumer Discretionary is pretty flat in the last 7 days, but Compass Group has stood out, gaining 4.2%. Unfortunately though, the industry is down 13% over the past 12 months. Looking forward, 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
Sat, 13 Jun 2026UK£162.1bUK£198.8bUK£6.2b13.8x26.3x0.8x
Mon, 11 May 2026UK£150.7bUK£195.8bUK£6.0b12.3x25.2x0.8x
Wed, 08 Apr 2026UK£144.8bUK£195.5bUK£6.0b11.8x24.1x0.7x
Fri, 06 Mar 2026UK£145.6bUK£182.6bUK£5.3b14.3x27.7x0.8x
Sun, 01 Feb 2026UK£148.0bUK£185.1bUK£5.2b14x28.2x0.8x
Tue, 30 Dec 2025UK£152.6bUK£185.6bUK£5.2b15.1x29.5x0.8x
Thu, 27 Nov 2025UK£152.7bUK£186.2bUK£5.2b15.7x29.3x0.8x
Sat, 25 Oct 2025UK£161.0bUK£183.2bUK£5.0b16.5x32.3x0.9x
Mon, 22 Sep 2025UK£153.8bUK£183.7bUK£4.9b15.2x31.2x0.8x
Wed, 20 Aug 2025UK£158.9bUK£183.8bUK£4.6b15.1x34.3x0.9x
Fri, 18 Jul 2025UK£158.8bUK£184.5bUK£4.9b15.8x32.3x0.9x
Sun, 15 Jun 2025UK£162.0bUK£183.8bUK£4.9b17.1x33x0.9x
Tue, 13 May 2025UK£161.1bUK£182.6bUK£4.9b16.5x33.1x0.9x
Thu, 10 Apr 2025UK£142.5bUK£187.1bUK£4.9b15.4x29.1x0.8x
Sat, 08 Mar 2025UK£155.4bUK£186.8bUK£5.6b14.4x27.9x0.8x
Mon, 03 Feb 2025UK£166.3bUK£190.9bUK£5.5b15.3x30.5x0.9x
Wed, 01 Jan 2025UK£164.2bUK£190.5bUK£5.4b15.9x30.5x0.9x
Fri, 29 Nov 2024UK£166.0bUK£190.2bUK£5.4b15.7x30.5x0.9x
Sun, 27 Oct 2024UK£169.9bUK£189.5bUK£5.9b16.6x28.8x0.9x
Tue, 24 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Thu, 22 Aug 2024UK£168.6bUK£189.1bUK£6.3b16.5x26.8x0.9x
Sat, 20 Jul 2024UK£164.1bUK£191.4bUK£6.2b15.8x26.5x0.9x
Mon, 17 Jun 2024UK£185.1bUK£202.6bUK£5.4b15.3x34.3x0.9x
Wed, 15 May 2024UK£195.8bUK£200.5bUK£5.2b16.4x37.6x1x
Fri, 12 Apr 2024UK£189.0bUK£204.9bUK£5.4b15.6x35.2x0.9x
Sun, 10 Mar 2024UK£190.6bUK£205.1bUK£5.9b15.6x32.2x0.9x
Tue, 06 Feb 2024UK£190.8bUK£205.3bUK£6.7b14.2x28.4x0.9x
Thu, 04 Jan 2024UK£196.7bUK£224.0bUK£6.6b13.9x29.7x0.9x
Sat, 02 Dec 2023UK£188.6bUK£223.8bUK£6.2b12.6x30.5x0.8x
Mon, 30 Oct 2023UK£179.6bUK£223.7bUK£6.0b11.9x30x0.8x
Wed, 27 Sep 2023UK£191.1bUK£223.0bUK£5.8b12.7x32.8x0.9x
Fri, 25 Aug 2023UK£192.1bUK£222.5bUK£6.0b12.4x31.8x0.9x
Sun, 23 Jul 2023UK£204.3bUK£214.2bUK£6.3b12.6x32.6x1x
Tue, 20 Jun 2023UK£201.1bUK£214.2bUK£6.2b12.8x32.4x0.9x
Price to Earnings Ratio

32.4x


Total Market Cap: UK£201.1bTotal 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 25.6x 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 Market1.05%
Consumer Discretionary2.66%
General Merchandise and Department Stores4.64%
Luxury4.45%
Leisure4.24%
Hospitality4.13%
Specialty Stores2.95%
Auto2.58%
Retail Distributors0.51%
Online Retail and Ecommerce0%0
Consumer Services-0.83%
Auto Components-2.63%
Consumer Durables-3.25%
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$34.184.2%
+US$2.3b		-1.6%PE28.8x
NXT NEXTUK£144.255.9%
+UK£913.2m		13.0%PE18.5x
IHG InterContinental Hotels GroupUS$166.452.9%
+US$693.5m		48.5%PE32.7x
ENT EntainUK£6.008.0%
+UK£285.4m		-20.1%PS0.7x
GAW Games Workshop GroupUK£197.904.3%
+UK£267.7m		19.7%PE31.7x

Latest News

SMWH
UK£4.29
WH Smith
7D
-15.2%
1Y
-60.3%
FRAS
UK£7.92
Frasers Group
7D
6.2%
1Y
12.3%
CPG
US$34.18
Compass Group
7D
4.2%
1Y
-1.6%
PSN
UK£10.43
Persimmon
7D
-2.4%
1Y
-24.9%
TW.
UK£0.75
Taylor Wimpey
7D
-3.3%
1Y
-38.7%
Narrative Update • Jun 10

TW.: Cost Controls And Strong Balance Sheet Will Support Future Upside

Analysts have reduced the Taylor Wimpey fair value estimate from £1.62 to £1.37, as a series of price target cuts and downgrades highlight concerns about rising build costs and softer pricing trends. Analyst Commentary Recent research has tilted more cautious on Taylor Wimpey, with a cluster of downgrades and lower price targets citing rising build costs and softer pricing.
BWY
UK£17.52
Bellway
7D
-3.5%
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.
BRBY
UK£11.76
Burberry Group
7D
6.3%
1Y
6.9%
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£2.47
Barratt Redrow
7D
-4.9%
1Y
-48.0%
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£11.47
Pearson
7D
-1.1%
1Y
7.6%
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.
BKG
UK£34.00
Berkeley Group Holdings
7D
-2.6%
1Y
-20.6%
Narrative Update • Jun 07

BKG: Fair Value View Balances Pipeline Execution With Softer Revenue Expectations

The analyst price target for Berkeley Group Holdings has been reduced by about £1.77 per share, as analysts factor in softer revenue expectations alongside slightly stronger profit margins and a lower assumed P/E multiple. Analyst Commentary Recent Street research on Berkeley Group Holdings shows a mix of upgrades, downgrades, and price target cuts, reflecting a split view on how the stock’s valuation lines up with its execution and growth outlook.
JD.
UK£0.88
JD Sports Fashion
7D
3.9%
1Y
15.4%
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.
IHG
US$166.45
InterContinental Hotels Group
7D
2.9%
1Y
48.5%
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£144.25
NEXT
7D
5.9%
1Y
13.0%
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.
ENT
UK£6.00
Entain
7D
8.0%
1Y
-20.1%
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.
CRN
UK£1.93
Cairn Homes
7D
-6.0%
1Y
0.7%
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£197.90
Games Workshop Group
7D
4.3%
1Y
19.7%
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...