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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJan 17, 2025
DataAggregated Company Financials
Companies126
  • 7D-0.5%
  • 3M-7.2%
  • 1Y-0.7%
  • YTD-2.9%

The Consumer Discretionary is pretty flat in the last 7 days, but InterContinental Hotels Group has stood out, gaining 3.5%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Jan 2025UK£159.5bUK£191.5bUK£5.4b15.4x29.3x0.8x
Sun, 15 Dec 2024UK£167.6bUK£190.3bUK£5.4b15.8x31.1x0.9x
Tue, 12 Nov 2024UK£167.3bUK£189.5bUK£5.9b16.3x28.1x0.9x
Thu, 10 Oct 2024UK£168.6bUK£189.8bUK£6.1b17.5x27.8x0.9x
Sat, 07 Sep 2024UK£169.3bUK£189.0bUK£6.3b16.4x26.8x0.9x
Mon, 05 Aug 2024UK£166.2bUK£191.7bUK£6.1b16.1x27.2x0.9x
Wed, 03 Jul 2024UK£158.3bUK£192.2bUK£6.3b15.8x25x0.8x
Fri, 31 May 2024UK£191.5bUK£202.6bUK£5.1b15.9x37.7x0.9x
Sun, 28 Apr 2024UK£187.8bUK£200.8bUK£5.3b16.2x35.7x0.9x
Tue, 26 Mar 2024UK£194.1bUK£205.3bUK£6.0b15.2x32.4x0.9x
Thu, 22 Feb 2024UK£192.6bUK£204.0bUK£6.3b15.1x30.5x0.9x
Sat, 20 Jan 2024UK£194.4bUK£223.7bUK£6.6b13.8x29.4x0.9x
Mon, 18 Dec 2023UK£197.1bUK£224.0bUK£6.6b14x29.7x0.9x
Wed, 15 Nov 2023UK£189.2bUK£223.9bUK£6.1b12.5x30.9x0.8x
Fri, 13 Oct 2023UK£187.2bUK£223.6bUK£5.8b12x32.3x0.8x
Sun, 10 Sep 2023UK£194.4bUK£221.6bUK£6.0b12.3x32.4x0.9x
Tue, 08 Aug 2023UK£201.1bUK£216.2bUK£6.5b12.2x30.9x0.9x
Thu, 06 Jul 2023UK£197.2bUK£214.3bUK£6.2b12.7x31.8x0.9x
Sat, 03 Jun 2023UK£203.6bUK£214.4bUK£6.2b14x32.7x0.9x
Mon, 01 May 2023UK£207.3bUK£207.9bUK£6.5b12.7x31.7x1x
Wed, 29 Mar 2023UK£191.1bUK£205.9bUK£7.1b11.9x26.9x0.9x
Fri, 24 Feb 2023UK£199.7bUK£207.1bUK£8.2b12.7x24.5x1x
Sun, 22 Jan 2023UK£193.6bUK£206.5bUK£8.5b11.9x22.7x0.9x
Tue, 20 Dec 2022UK£169.6bUK£203.0bUK£8.2b10.6x20.6x0.8x
Thu, 17 Nov 2022UK£170.9bUK£196.6bUK£8.1b9.7x21.1x0.9x
Sat, 15 Oct 2022UK£324.6bUK£194.9bUK£8.1b8x40.1x1.7x
Mon, 12 Sep 2022UK£169.1bUK£191.9bUK£8.7b10.3x19.5x0.9x
Wed, 10 Aug 2022UK£175.3bUK£189.8bUK£9.0b11.8x19.6x0.9x
Fri, 08 Jul 2022UK£164.7bUK£183.9bUK£8.2b11.6x20.1x0.9x
Sun, 05 Jun 2022UK£181.6bUK£185.7bUK£8.5b13.1x21.3x1x
Tue, 03 May 2022UK£178.8bUK£179.1bUK£7.6b14.5x23.4x1x
Thu, 31 Mar 2022UK£187.3bUK£177.1bUK£6.9b14.5x27.2x1.1x
Sat, 26 Feb 2022UK£197.5bUK£185.3bUK£6.6b15x29.8x1.1x
Mon, 24 Jan 2022UK£222.0bUK£185.8bUK£6.4b16.6x34.6x1.2x
Price to Earnings Ratio

34.6x


Total Market Cap: UK£222.0bTotal Earnings: UK£6.4bTotal Revenue: UK£185.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 28.7x202320242025
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 28.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.95x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 5.3% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

GB Market0.96%
Consumer Discretionary-0.51%
Consumer Durables3.37%
Luxury2.82%
Auto Components0.47%
Online Retail and Ecommerce0%
Hospitality-1.03%
Consumer Services-1.08%
Retail Distributors-1.70%
Specialty Stores-1.71%
Leisure-1.81%
Auto-2.49%
General Merchandise and Department Stores-2.80%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 95.6x.
    • Analysts are expecting annual earnings growth of 20.4%, which is higher than its past year's earnings decline of 12.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 53% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 2.1% 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
IHG InterContinental Hotels GroupUK£103.653.4%
+UK£536.8m		39.7%PE31.2x
BTRW Barratt RedrowUK£4.277.0%
+UK£404.0m		-18.5%PE54x
PSN PersimmonUK£12.0111.5%
+UK£396.5m		-16.5%PE15x
ENT EntainUK£6.707.3%
+UK£290.2m		-27.0%PS0.9x
VTY Vistry GroupUK£6.0816.8%
+UK£288.2m		-33.3%PE7.8x
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