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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJan 06, 2026
DataAggregated Company Financials
Companies117
  • 7D0.2%
  • 3M-0.9%
  • 1Y-2.9%
  • YTD0.3%

Last week, the Consumer Discretionary industry hasn't moved much but InterContinental Hotels Group is up 31% in that time. In line with that, the industry has also been flat over the past 12 months. Looking forward, 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
Tue, 06 Jan 2026UK£152.8bUK£185.5bUK£5.2b15.3x29.5x0.8x
Thu, 04 Dec 2025UK£151.6bUK£185.9bUK£5.1b15x29.6x0.8x
Sat, 01 Nov 2025UK£156.1bUK£183.6bUK£4.9b15.8x32x0.9x
Mon, 29 Sep 2025UK£156.1bUK£184.8bUK£5.0b15.2x31.5x0.8x
Wed, 27 Aug 2025UK£157.0bUK£182.5bUK£4.9b15.5x32.2x0.9x
Fri, 25 Jul 2025UK£163.6bUK£183.9bUK£4.9b15.6x33.5x0.9x
Sun, 22 Jun 2025UK£159.3bUK£184.2bUK£4.9b16.8x32.4x0.9x
Tue, 20 May 2025UK£165.1bUK£183.3bUK£4.8b17x34.3x0.9x
Thu, 17 Apr 2025UK£152.0bUK£183.0bUK£4.8b16x31.7x0.8x
Sat, 15 Mar 2025UK£154.1bUK£187.0bUK£5.5b14.4x28.1x0.8x
Mon, 10 Feb 2025UK£163.5bUK£190.9bUK£5.4b15.3x30.4x0.9x
Wed, 08 Jan 2025UK£162.2bUK£190.6bUK£5.4b15.7x30.1x0.9x
Fri, 06 Dec 2024UK£170.4bUK£190.1bUK£5.5b15.9x31.2x0.9x
Sun, 03 Nov 2024UK£168.0bUK£189.7bUK£6.0b16.3x27.9x0.9x
Tue, 01 Oct 2024UK£171.8bUK£188.4bUK£6.2b17x27.8x0.9x
Thu, 29 Aug 2024UK£168.0bUK£188.8bUK£6.4b16.3x26.4x0.9x
Sat, 27 Jul 2024UK£168.2bUK£191.5bUK£6.2b16.1x27.2x0.9x
Mon, 24 Jun 2024UK£161.8bUK£193.0bUK£6.4b15.5x25.4x0.8x
Wed, 22 May 2024UK£195.5bUK£202.3bUK£5.0b15.8x38.9x1x
Fri, 19 Apr 2024UK£185.7bUK£204.7bUK£5.3b15.5x34.8x0.9x
Sun, 17 Mar 2024UK£191.9bUK£205.1bUK£6.3b15.3x30.4x0.9x
Tue, 13 Feb 2024UK£193.2bUK£204.0bUK£6.3b14.3x30.5x0.9x
Thu, 11 Jan 2024UK£195.1bUK£224.0bUK£6.6b14.3x29.4x0.9x
Sat, 09 Dec 2023UK£192.8bUK£224.3bUK£6.1b13.5x31.5x0.9x
Mon, 06 Nov 2023UK£187.3bUK£223.7bUK£6.1b12.5x30.7x0.8x
Wed, 04 Oct 2023UK£187.9bUK£223.3bUK£5.8b12.2x32.3x0.8x
Fri, 01 Sep 2023UK£195.8bUK£222.5bUK£6.0b12.6x32.4x0.9x
Sun, 30 Jul 2023UK£204.1bUK£216.0bUK£6.4b13x32x0.9x
Tue, 27 Jun 2023UK£197.0bUK£214.6bUK£6.2b12.9x32x0.9x
Thu, 25 May 2023UK£202.0bUK£214.1bUK£6.3b13.2x31.9x0.9x
Sat, 22 Apr 2023UK£204.8bUK£207.6bUK£6.7b12.8x30.7x1x
Mon, 20 Mar 2023UK£174.9bUK£194.7bUK£6.7b11.9x26.3x0.9x
Wed, 15 Feb 2023UK£196.0bUK£207.0bUK£8.2b12.6x23.9x0.9x
Fri, 13 Jan 2023UK£193.8bUK£206.6bUK£8.5b11.7x22.8x0.9x
Price to Earnings Ratio

22.8x


Total Market Cap: UK£193.8bTotal Earnings: UK£8.5bTotal Revenue: UK£206.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.5x202420252026
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 30.5x.
  • 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 15% per year over the last three years,
  • Revenues have also declined 3.5% 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 Market1.49%
Consumer Discretionary0.18%
Consumer Durables2.33%
Luxury2.18%
Auto2.05%
Specialty Stores1.14%
Auto Components0.61%
General Merchandise and Department Stores0.48%
Consumer Services0.31%
Online Retail and Ecommerce0%0
Retail Distributors-0.54%
Hospitality-1.14%
Leisure-2.13%
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 45.0%, 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 75% 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
IHG InterContinental Hotels GroupUS$135.6530.9%
+US$4.8b		38.4%PE27.3x
JD. JD Sports FashionUK£0.874.4%
+UK£181.0m		-10.8%PE8.5x
BRBY Burberry GroupUK£13.003.3%
+UK£147.3m		36.3%PS1.9x
BTRW Barratt RedrowUK£3.832.4%
+UK£128.6m		-10.2%PE29.1x
ENT EntainUK£7.782.6%
+UK£127.9m		12.3%PS1x

Latest News

ENT
UK£7.78
Entain
7D
2.6%
1Y
12.3%

ENT: Future Upside Will Rely On UK Gaming Tax Overreaction Easing

Analysts have adjusted their expectations for Entain, with Street price targets broadly reset in a tighter range. Changes include a revision to £8.32 from £9.17 at HSBC.
IHG
US$135.65
InterContinental Hotels Group
7D
30.9%
1Y
38.4%
WOSG
UK£4.66
Watches of Switzerland Group
7D
-2.6%
1Y
-13.9%

Estimating The Fair Value Of Watches of Switzerland Group PLC (LON:WOSG)

Jan 03
Estimating The Fair Value Of Watches of Switzerland Group PLC (LON:WOSG)
PSON
UK£10.40
Pearson
7D
-0.5%
1Y
-19.3%

Does Pearson (LON:PSON) Deserve A Spot On Your Watchlist?

Jan 03
Does Pearson (LON:PSON) Deserve A Spot On Your Watchlist?
GAW
UK£185.20
Games Workshop Group
7D
-2.2%
1Y
39.1%

Is It Time To Consider Buying Games Workshop Group PLC (LON:GAW)?

Jan 03
Is It Time To Consider Buying Games Workshop Group PLC (LON:GAW)?
CPG
UK£23.16
Compass Group
7D
-2.0%
1Y
-12.4%

If EPS Growth Is Important To You, Compass Group (LON:CPG) Presents An Opportunity

Jan 01
If EPS Growth Is Important To You, Compass Group (LON:CPG) Presents An Opportunity
WTB
UK£25.00
Whitbread
7D
-1.7%
1Y
-15.6%

Investors Interested In Whitbread plc's (LON:WTB) Earnings

Dec 30
Investors Interested In Whitbread plc's (LON:WTB) Earnings
PTEC
UK£2.72
Playtech
7D
-5.2%
1Y
-61.9%

PTEC: Future Returns Will Hinge On U.S. Legal Dispute Outcome

Narrative Update on Playtech Analysts have cut their price target on Playtech significantly, from about 405 GBp to 240 GBp, as they weigh stronger long term revenue growth and margins against heightened legal uncertainty in the U.S. dispute with Evolution. Analyst Commentary Bullish analysts had previously highlighted growing confidence in Playtech's strategic execution, particularly in its core business to business operations and key equity holdings.
VTY
UK£6.66
Vistry Group
7D
5.9%
1Y
16.5%

VTY: Future Returns Will Likely Remain Capped Despite Margin Improvement

Analysts have modestly raised their price target on Vistry Group, reflecting slightly faster expected revenue growth, a small improvement in profit margins, and a marginally lower discount rate. Together, these factors support a fair value estimate now fractionally above prior levels.
TW.
UK£1.08
Taylor Wimpey
7D
3.0%
1Y
-10.0%

TW.: Outlook Will Test Margins Amid Stable Guidance And Fair Pricing

Analysts have raised their price target on Taylor Wimpey to £1.45 from £1.40, citing slightly stronger expected revenue growth and profit margins that more than offset a modestly higher discount rate and lower future P/E multiple. Analyst Commentary While the latest target increase reflects an improved outlook for earnings resilience, bearish analysts continue to highlight pockets of risk around the sustainability of volume growth and pricing in a more volatile macro backdrop.
SMWH
UK£6.21
WH Smith
7D
-3.8%
1Y
-47.7%

SMWH: Future Upside Will Emerge As Travel Expansion Delivers Cash Flow

Analysts have trimmed their price targets on WH Smith, with the consensus fair value edging down to about £7.73 per share from roughly £7.78 as they balance lower discount rates and improved revenue growth expectations against modestly softer margin and valuation assumptions. Analyst Commentary Recent Street research reflects a mixed but still constructive stance on WH Smith, with price target revisions clustering between 650 GBp and 800 GBp and ratings spanning Hold to Overweight and Buy.
BRBY
UK£13.00
Burberry Group
7D
3.3%
1Y
36.3%

BRBY: Future Earnings Will Hinge On Fragile China Luxury Recovery

Analysts have modestly revised their price target on Burberry Group higher to £7.96 from £6.65, reflecting improved expectations for revenue growth, profit margins, and future earnings multiples, even as recent Street research shows only incremental target adjustments and continued Buy ratings. Analyst Commentary While the average price target for Burberry has moved higher, recent Street commentary highlights a more nuanced backdrop, with some Bearish analysts trimming expectations and stressing execution risks.
PETS
UK£1.95
Pets at Home Group
7D
-2.8%
1Y
-5.3%
KGF
UK£3.19
Kingfisher
7D
2.2%
1Y
30.5%

KGF: Higher Earnings Multiple Will Expose Shares To Execution Risks

Analysts have modestly lifted their price target on Kingfisher from £2.35 to £2.40, citing expectations for stronger revenue growth and a higher future earnings multiple, despite a slightly higher discount rate and marginally lower profit margins. Analyst Commentary Recent Street research continues to highlight a cautious stance on Kingfisher, even as some targets edge higher.
JD.
UK£0.87
JD Sports Fashion
7D
4.4%
1Y
-10.8%

JD Sports Fashion (LON:JD.) Takes On Some Risk With Its Use Of Debt

Dec 21
JD Sports Fashion (LON:JD.) Takes On Some Risk With Its Use Of Debt
BTRW
UK£3.83
Barratt Redrow
7D
2.4%
1Y
-10.2%

BTRW: Margin Resilience And Cash Generation Will Support Future Share Performance

Analysts raised their price target for Barratt Redrow to a range of 530 to 575 GBp from 510 to 550 GBp, citing slightly lower growth assumptions offset by marginally stronger profit margin expectations and a modestly reduced discount rate that together support a higher valuation multiple. Analyst Commentary Recent target price increases from bullish analysts reflect confidence that Barratt Redrow can deliver on margin resilience and cash generation, even as top line growth expectations moderate.