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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies131
  • 7D0.5%
  • 3M2.8%
  • 1Y-2.9%
  • YTD-1.0%

Last week, the Consumer Discretionary industry hasn't moved much but Compass Group is up 4.5% in that time. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024UK£164.9bUK£191.5bUK£6.2b15.9x26.6x0.9x
Sun, 23 Jun 2024UK£161.8bUK£193.0bUK£6.4b15.5x25.4x0.8x
Tue, 21 May 2024UK£196.2bUK£202.3bUK£5.0b16.3x39.1x1x
Thu, 18 Apr 2024UK£184.7bUK£204.7bUK£5.3b15.4x34.6x0.9x
Sat, 16 Mar 2024UK£191.9bUK£205.1bUK£6.3b15.3x30.4x0.9x
Mon, 12 Feb 2024UK£192.9bUK£204.0bUK£6.3b14.4x30.5x0.9x
Wed, 10 Jan 2024UK£195.0bUK£224.0bUK£6.6b14.2x29.4x0.9x
Fri, 08 Dec 2023UK£191.7bUK£224.2bUK£6.1b13.1x31.5x0.9x
Sun, 05 Nov 2023UK£187.3bUK£223.7bUK£6.1b12.5x30.7x0.8x
Tue, 03 Oct 2023UK£190.4bUK£223.3bUK£5.8b12.4x32.7x0.9x
Thu, 31 Aug 2023UK£195.7bUK£222.5bUK£6.0b12.7x32.4x0.9x
Sat, 29 Jul 2023UK£204.2bUK£216.4bUK£6.5b13x31.3x0.9x
Mon, 26 Jun 2023UK£196.7bUK£214.6bUK£6.2b13.1x31.9x0.9x
Wed, 24 May 2023UK£206.7bUK£213.5bUK£6.3b13.3x32.8x1x
Fri, 21 Apr 2023UK£201.3bUK£207.6bUK£6.7b12.8x30.2x1x
Sun, 19 Mar 2023UK£174.9bUK£194.7bUK£6.7b11.9x26.3x0.9x
Tue, 14 Feb 2023UK£196.1bUK£207.0bUK£8.2b12.8x23.9x0.9x
Thu, 12 Jan 2023UK£190.3bUK£206.5bUK£8.5b11.6x22.4x0.9x
Sat, 10 Dec 2022UK£175.1bUK£203.2bUK£8.9b10.5x19.8x0.9x
Mon, 07 Nov 2022UK£165.9bUK£196.3bUK£8.0b8.5x20.6x0.8x
Wed, 05 Oct 2022UK£158.8bUK£194.2bUK£8.0b8.2x19.9x0.8x
Fri, 02 Sep 2022UK£163.2bUK£190.7bUK£8.8b10.9x18.6x0.9x
Sun, 31 Jul 2022UK£177.4bUK£189.5bUK£8.9b11.8x19.9x0.9x
Tue, 28 Jun 2022UK£169.5bUK£187.4bUK£8.5b12.7x20x0.9x
Thu, 26 May 2022UK£176.2bUK£185.1bUK£8.1b13.3x21.6x1x
Sat, 23 Apr 2022UK£182.4bUK£177.7bUK£7.2b14.5x25.2x1x
Mon, 21 Mar 2022UK£197.1bUK£187.0bUK£6.4b14.3x30.6x1.1x
Wed, 16 Feb 2022UK£218.8bUK£185.6bUK£6.6b16x33.4x1.2x
Fri, 14 Jan 2022UK£230.8bUK£185.9bUK£6.4b18.2x36.1x1.2x
Sun, 12 Dec 2021UK£234.1bUK£186.4bUK£6.3b18x36.9x1.3x
Tue, 09 Nov 2021UK£218.6bUK£174.0bUK£4.8b20x45.4x1.3x
Thu, 07 Oct 2021UK£204.8bUK£168.4bUK£3.6b19.4x56.2x1.2x
Sat, 04 Sep 2021UK£223.2bUK£162.4bUK£1.9b23.9x116.7x1.4x
Mon, 02 Aug 2021UK£217.8bUK£162.3bUK£1.9b24x113.6x1.3x
Price to Earnings Ratio

113.6x


Total Market Cap: UK£217.8bTotal Earnings: UK£1.9bTotal Revenue: UK£162.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 34.4x202220232024
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 26.6x which is lower than its 3-year average PE of 34.4x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.86x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 48% per year over the last three years.
  • Revenues for these companies have grown 5.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary sector?

GB Market-0.38%
Consumer Discretionary0.49%
Auto6.61%
Hospitality2.29%
Retail Distributors1.47%
Consumer Services1.42%
Consumer Durables0.47%
Online Retail and Ecommerce0%
Specialty Stores-0.85%
General Merchandise and Department Stores-2.24%
Leisure-2.25%
Luxury-4.43%
Auto Components-7.21%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 76.0x.
    • Analysts are expecting annual earnings growth of 19.8%, which is higher than its past year's earnings growth of 12.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 80% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 3.0% per year 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£23.065.1%
+UK£1.9b		14.0%PE28.7x
AML Aston Martin Lagonda Global HoldingsUK£1.6311.2%
+UK£135.3m		-57.0%PS0.9x
PSON PearsonUK£10.392.0%
+UK£129.7m		19.5%PE18.3x
BDEV Barratt DevelopmentsUK£5.092.6%
+UK£124.1m		10.9%PE22.6x
JD. JD Sports FashionUK£1.191.8%
+UK£111.4m		-24.5%PE11.5x
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Latest News

BRBY

UK£7.17

Burberry Group

7D

2.8%

1Y

-67.9%

AML

UK£1.63

Aston Martin Lagonda Global Holdings

7D

11.2%

1Y

-57.0%

The Aston Martin Lagonda Global Holdings plc (LON:AML) Interim Results Are Out And Analysts Have Published New Forecasts

Jul 26
The Aston Martin Lagonda Global Holdings plc (LON:AML) Interim Results Are Out And Analysts Have Published New Forecasts

WTB

UK£28.61

Whitbread

7D

-1.2%

1Y

-17.9%

We Like These Underlying Return On Capital Trends At Whitbread (LON:WTB)

Jul 26
We Like These Underlying Return On Capital Trends At Whitbread (LON:WTB)

JD.

UK£1.19

JD Sports Fashion

7D

1.8%

1Y

-24.5%

BDEV

UK£5.09

Barratt Developments

7D

2.6%

1Y

10.9%

Why Barratt Developments plc (LON:BDEV) Could Be Worth Watching

Jul 25
Why Barratt Developments plc (LON:BDEV) Could Be Worth Watching

SSPG

UK£1.74

SSP Group

7D

-4.3%

1Y

-31.2%

An Intrinsic Calculation For SSP Group plc (LON:SSPG) Suggests It's 27% Undervalued

Jul 25
An Intrinsic Calculation For SSP Group plc (LON:SSPG) Suggests It's 27% Undervalued

PSON

UK£10.39

Pearson

7D

2.0%

1Y

19.5%

FRAS

UK£8.61

Frasers Group

7D

-2.8%

1Y

7.6%

The Return Trends At Frasers Group (LON:FRAS) Look Promising

Jul 20
The Return Trends At Frasers Group (LON:FRAS) Look Promising

RDW

UK£7.17

Redrow

7D

2.4%

1Y

38.7%

ROO

UK£1.31

Deliveroo

7D

3.2%

1Y

1.1%

We Think Deliveroo (LON:ROO) Can Easily Afford To Drive Business Growth

Jul 12
We Think Deliveroo (LON:ROO) Can Easily Afford To Drive Business Growth

CPG

UK£23.06

Compass Group

7D

5.1%

1Y

14.0%

Shareholders Are Optimistic That Compass Group (LON:CPG) Will Multiply In Value

Jul 12
Shareholders Are Optimistic That Compass Group (LON:CPG) Will Multiply In Value

IHG

UK£79.96

InterContinental Hotels Group

7D

-2.7%

1Y

39.4%

Estimating The Fair Value Of InterContinental Hotels Group PLC (LON:IHG)

Jul 12
Estimating The Fair Value Of InterContinental Hotels Group PLC (LON:IHG)

NXT

UK£86.88

NEXT

7D

-2.8%

1Y

22.9%

NEXT plc's (LON:NXT) Price Is Right But Growth Is Lacking

Jul 11
NEXT plc's (LON:NXT) Price Is Right But Growth Is Lacking

TRN

UK£3.22

Trainline

7D

-3.0%

1Y

23.4%

GAW

UK£100.00

Games Workshop Group

7D

-1.9%

1Y

-14.5%

DWL

UK£0.65

Dowlais Group

7D

-5.8%

1Y

-47.7%