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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 20, 2026
DataAggregated Company Financials
Companies114
  • 7D-2.8%
  • 3M9.1%
  • 1Y-10.6%
  • YTD-5.5%

In the last week, the Consumer Discretionary industry is up 1.1%, with InterContinental Hotels Group up 1.7%. In the same time, Compass Group was down 5.8%. In contrast, the industry has lost 9.1% in the last 12 months. 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, 20 Jun 2026UK£157.0bUK£198.8bUK£6.2b13.7x25.4x0.8x
Mon, 18 May 2026UK£151.1bUK£198.4bUK£6.2b12.9x24.5x0.8x
Wed, 15 Apr 2026UK£148.1bUK£195.5bUK£6.0b12.5x24.6x0.8x
Fri, 13 Mar 2026UK£140.3bUK£183.3bUK£5.2b13.7x26.9x0.8x
Sun, 08 Feb 2026UK£145.5bUK£181.1bUK£5.3b14.4x27.3x0.8x
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
Price to Earnings Ratio

32x


Total Market Cap: UK£197.0bTotal Earnings: UK£6.2bTotal Revenue: UK£214.6bTotal 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 25.8x 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 Market-1.30%
Consumer Discretionary-2.85%
Consumer Durables3.13%
Leisure2.87%
Online Retail and Ecommerce0%0
Consumer Services-1.13%
Retail Distributors-1.13%
General Merchandise and Department Stores-2.44%
Auto Components-2.66%
Luxury-3.22%
Specialty Stores-3.62%
Hospitality-5.32%
Auto-5.78%
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 82.3%, 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
IHG InterContinental Hotels GroupUS$169.251.7%
+US$413.0m		53.9%PE33.2x
BTRW Barratt RedrowUK£2.615.7%
+UK£197.5m		-43.6%PE16.9x
GAW Games Workshop GroupUK£203.602.9%
+UK£188.4m		24.9%PE32.6x
TW. Taylor WimpeyUK£0.795.6%
+UK£144.9m		-34.1%PE27.4x
BWY BellwayUK£18.545.8%
+UK£116.8m		-34.4%PE13.5x

Latest News

IHG
US$169.25
InterContinental Hotels Group
7D
1.7%
1Y
53.9%
Analysis Article • 9h

When Should You Buy InterContinental Hotels Group PLC (LON:IHG)?

InterContinental Hotels Group PLC ( LON:IHG ) saw a significant share price rise of 31% in the past couple of months on...
NXT
UK£141.40
NEXT
7D
-2.0%
1Y
14.3%
PPH
UK£16.84
PPHE Hotel Group
7D
-16.4%
1Y
7.5%
GAW
UK£203.60
Games Workshop Group
7D
2.9%
1Y
24.9%
BTRW
UK£2.61
Barratt Redrow
7D
5.7%
1Y
-43.6%
BME
UK£1.87
B&M European Value Retail
7D
-6.7%
1Y
-29.1%
ENT
UK£5.45
Entain
7D
-9.1%
1Y
-35.6%
Narrative Update • Jun 16

ENT: Rumored Takeover Interest Will Drive Future Repricing Potential

Entain's updated fair value has edged up to £9.44 from £9.38 as analysts factor in a mix of slightly lower price targets, such as Deutsche Bank's move to £10.28 and Morgan Stanley's cut, along with fresh support from new coverage at BNP Paribas and a recent upgrade from Peel Hunt. Analyst Commentary Recent research on Entain presents a mixed picture, with some analysts more optimistic on execution and valuation, while others focus on risks that could limit upside to the stock's fair value.
KGF
UK£2.80
Kingfisher
7D
-3.0%
1Y
2.0%
Narrative Update • Jun 15

KGF: Future Returns Will Reflect Mixed Street Views And AI Progress

Kingfisher's analyst price target has been trimmed slightly to £2.95, as analysts factor in modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E following a combination of recent target cuts and a raise from major banks. Analyst Commentary Recent research shows a mix of optimism and caution around Kingfisher, with small moves in price targets reflecting fine tuning rather than major shifts in conviction.
BWY
UK£18.54
Bellway
7D
5.8%
1Y
-34.4%
FRAS
UK£7.11
Frasers Group
7D
-10.3%
1Y
3.3%
CPG
US$32.20
Compass Group
7D
-5.8%
1Y
-3.8%
TW.
UK£0.79
Taylor Wimpey
7D
5.6%
1Y
-34.1%
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.
BRBY
UK£11.35
Burberry Group
7D
-3.5%
1Y
12.9%
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.
WOSG
UK£7.34
Watches of Switzerland Group
7D
3.0%
1Y
78.8%
Narrative Update • Jun 08

WOSG: Revised Outlook Suggests U.S. Expansion Will Drive Future Upside

Analysts have lifted the fair value estimate for Watches of Switzerland Group from £6.40 to £8.25 and referenced the recent increase in Street price targets to £6.50 as support, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples under a slightly lower discount rate. What's in the News No recent company specific news items, periodical coverage, or key developments were provided for Watches of Switzerland Group in the supplied sources.
BKG
UK£35.22
Berkeley Group Holdings
7D
3.6%
1Y
-7.6%
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.
SSPG
UK£1.82
SSP Group
7D
6.2%
1Y
10.9%