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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies115
  • 7D2.2%
  • 3M-11.3%
  • 1Y-11.6%
  • YTD-11.3%

Over the last 7 days, the Consumer Discretionary industry has risen 2.2%, driven by gains from Compass Group of 4.9%. Meanwhile, Berkeley Group Holdings actually underperformed within the industry, shrinking 8.1% in the last week. However, the industry is down 12% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Apr 2026UK£147.2bUK£195.5bUK£6.0b11.7x24.5x0.8x
Mon, 02 Mar 2026UK£151.2bUK£181.9bUK£5.1b15.7x29.4x0.8x
Wed, 28 Jan 2026UK£149.3bUK£184.8bUK£5.2b14.1x28.9x0.8x
Fri, 26 Dec 2025UK£152.3bUK£185.5bUK£5.2b15x29.4x0.8x
Sun, 23 Nov 2025UK£151.1bUK£184.9bUK£4.9b15.6x30.7x0.8x
Tue, 21 Oct 2025UK£154.4bUK£182.9bUK£5.0b16.2x31x0.8x
Thu, 18 Sep 2025UK£154.7bUK£183.0bUK£4.9b15.1x31.9x0.8x
Sat, 16 Aug 2025UK£156.6bUK£183.7bUK£4.6b15.5x33.8x0.9x
Mon, 14 Jul 2025UK£160.4bUK£184.3bUK£4.9b15.8x32.7x0.9x
Wed, 11 Jun 2025UK£163.4bUK£183.8bUK£4.9b17.1x33.5x0.9x
Fri, 09 May 2025UK£160.8bUK£182.4bUK£4.8b16.8x33.2x0.9x
Sun, 06 Apr 2025UK£146.3bUK£186.9bUK£4.9b15.3x29.9x0.8x
Tue, 04 Mar 2025UK£161.0bUK£189.5bUK£5.3b14.8x30.5x0.8x
Thu, 30 Jan 2025UK£163.7bUK£190.8bUK£5.4b15.4x30.1x0.9x
Sat, 28 Dec 2024UK£163.2bUK£190.4bUK£5.4b15.9x30.3x0.9x
Mon, 25 Nov 2024UK£164.8bUK£190.1bUK£5.7b15.9x29.1x0.9x
Wed, 23 Oct 2024UK£170.4bUK£189.5bUK£5.9b17.1x28.9x0.9x
Fri, 20 Sep 2024UK£176.0bUK£188.4bUK£6.3b17x28x0.9x
Sun, 18 Aug 2024UK£169.9bUK£191.4bUK£6.5b16.1x26x0.9x
Tue, 16 Jul 2024UK£162.5bUK£191.4bUK£6.3b15.9x25.7x0.8x
Thu, 13 Jun 2024UK£188.4bUK£202.5bUK£5.4b15.8x34.6x0.9x
Sat, 11 May 2024UK£195.8bUK£200.6bUK£5.2b16.5x37.6x1x
Mon, 08 Apr 2024UK£190.8bUK£205.0bUK£5.1b15.1x37.7x0.9x
Wed, 06 Mar 2024UK£191.2bUK£205.0bUK£6.3b15.2x30.5x0.9x
Fri, 02 Feb 2024UK£196.7bUK£223.5bUK£6.7b14.2x29.5x0.9x
Sun, 31 Dec 2023UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Tue, 28 Nov 2023UK£188.4bUK£223.5bUK£6.2b12.2x30.3x0.8x
Thu, 26 Oct 2023UK£179.8bUK£223.7bUK£6.0b11.8x30x0.8x
Sat, 23 Sep 2023UK£194.5bUK£223.0bUK£5.8b12.5x33.3x0.9x
Mon, 21 Aug 2023UK£191.3bUK£222.2bUK£6.0b12.2x31.7x0.9x
Wed, 19 Jul 2023UK£199.8bUK£214.1bUK£6.3b12.8x31.9x0.9x
Fri, 16 Jun 2023UK£200.5bUK£214.2bUK£6.2b13.8x32.2x0.9x
Sun, 14 May 2023UK£207.6bUK£212.3bUK£6.5b13.4x31.7x1x
Tue, 11 Apr 2023UK£195.0bUK£208.1bUK£7.1b12x27.6x0.9x
Price to Earnings Ratio

27.6x


Total Market Cap: UK£195.0bTotal Earnings: UK£7.1bTotal Revenue: UK£208.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.8x202420252026
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 24.5x which is lower than its 3-year average PE of 30.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 5.2% per year over the last three years,
  • Revenues have also declined 2.1% 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 Market4.41%
Consumer Discretionary2.17%
Hospitality4.33%
Consumer Services4.23%
General Merchandise and Department Stores4.03%
Luxury2.79%
Auto1.91%
Specialty Stores1.51%
Auto Components0.60%
Online Retail and Ecommerce0%0
Consumer Durables-2.94%
Leisure-3.12%
Retail Distributors-3.39%
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 36.0%, which is higher than its past year's earnings decline of 18.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 70% 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
CPG Compass GroupUS$29.174.9%
+US$2.3b		-15.6%PE26.6x
NXT NEXTUK£129.503.3%
+UK£470.1m		13.1%PE16.7x
PSON PearsonUK£10.095.1%
+UK£285.9m		-16.0%PE18.6x
BME B&M European Value RetailUK£1.8417.2%
+UK£271.4m		-35.2%PE7.4x
IHG InterContinental Hotels GroupUS$134.251.7%
+US$325.8m		29.4%PE26.5x

Latest News

BME
UK£1.84
B&M European Value Retail
7D
17.2%
1Y
-35.2%
IHG
US$134.25
InterContinental Hotels Group
7D
1.7%
1Y
29.4%
BKG
UK£31.68
Berkeley Group Holdings
7D
-8.1%
1Y
-13.6%
PTEC
UK£3.75
Playtech
7D
19.2%
1Y
-45.2%
CPG
US$29.17
Compass Group
7D
4.9%
1Y
-15.6%

Slower Outsourcing Benefits And Incremental Margins Will Shape A Balanced Long Term Outlook

Catalysts About Compass Group Compass Group is a global food and support services provider, focused on sector based onsite catering, vending, and facilities services for clients across business, education, health care, sports and leisure, and remote sites. What are the underlying business or industry changes driving this perspective?
VID
UK£3.82
Videndum
7D
-23.6%
1Y
-97.9%
INCH
UK£7.80
Inchcape
7D
-3.3%
1Y
14.0%

INCH: Buyback And Rising Dividend Will Drive Future Share Price Upside

Analysts have raised their price targets for Inchcape to a range of about £8.30 to £13.30. This reflects updated views on the shares and differing ratings from Hold to Buy.
THG
UK£0.29
THG
7D
-14.0%
1Y
-4.5%
NXT
UK£129.50
NEXT
7D
3.3%
1Y
13.1%

Does NEXT (LON:NXT) Deserve A Spot On Your Watchlist?

Mar 30
Does NEXT (LON:NXT) Deserve A Spot On Your Watchlist?
PSN
UK£11.01
Persimmon
7D
-1.6%
1Y
-9.6%
PSON
UK£10.09
Pearson
7D
5.1%
1Y
-16.0%
TW.
UK£0.85
Taylor Wimpey
7D
-4.0%
1Y
-22.2%
BTRW
UK£2.60
Barratt Redrow
7D
-3.2%
1Y
-38.9%
VTY
UK£3.28
Vistry Group
7D
-6.7%
1Y
-44.0%

VTY: Future Returns Will Reflect Margin Pressure And Leadership Transition Risks

Analysts have trimmed Vistry Group's fair value estimate from £4.22 to £3.60 after a series of price target cuts, citing a slightly higher discount rate, modestly lower margin expectations, and recent reductions in Street targets to between about £3.85 and £6.10 per share. Analyst Commentary Recent Street research highlights a shift toward more cautious views on Vistry Group, with several bearish analysts adjusting ratings and price targets in response to perceived risks around margins, balance sheet strength, and earnings quality.
BRBY
UK£10.91
Burberry Group
7D
5.5%
1Y
57.2%

BRBY: Upgraded Views And Royal Capsule Collaboration Will Support Brand Strength

Burberry Group's analyst price target has been nudged to £13.52 from £13.58, as analysts factor in slightly different assumptions for the discount rate, revenue growth, profit margin and future P/E following recently upgraded and raised views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts link the higher price target to refreshed assumptions for Burberry Group's revenue growth, suggesting confidence that the brand can support a slightly higher valuation multiple than previously used.
GAW
UK£176.50
Games Workshop Group
7D
-3.1%
1Y
28.7%