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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies114
  • 7D2.6%
  • 3M10.6%
  • 1Y-2.7%
  • YTD0.6%

In the last week, the Consumer Discretionary industry is up 2.6%, with NEXT leading the way, up 5.7%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Aug 2026UK£166.2bUK£200.2bUK£6.3b15.1x26.3x0.8x
Mon, 06 Jul 2026UK£160.4bUK£198.8bUK£6.3b14.1x25.5x0.8x
Wed, 03 Jun 2026UK£155.8bUK£198.6bUK£6.2b14x25x0.8x
Fri, 01 May 2026UK£145.8bUK£195.5bUK£6.1b12x24x0.7x
Sun, 29 Mar 2026UK£129.2bUK£183.7bUK£5.4b11.6x24x0.7x
Tue, 24 Feb 2026UK£148.3bUK£181.8bUK£5.4b14.5x27.6x0.8x
Thu, 22 Jan 2026UK£149.7bUK£185.8bUK£5.2b14.9x28.8x0.8x
Sat, 20 Dec 2025UK£153.5bUK£186.3bUK£5.2b15.1x29.4x0.8x
Mon, 17 Nov 2025UK£151.6bUK£184.7bUK£4.9b15.8x30.9x0.8x
Wed, 15 Oct 2025UK£155.4bUK£183.2bUK£5.0b16.1x31.2x0.8x
Fri, 12 Sep 2025UK£155.6bUK£182.2bUK£4.8b15x32.3x0.9x
Sun, 10 Aug 2025UK£158.1bUK£183.7bUK£4.7b15.9x33.4x0.9x
Tue, 08 Jul 2025UK£160.4bUK£184.0bUK£4.9b16x32.7x0.9x
Thu, 05 Jun 2025UK£161.5bUK£183.7bUK£4.9b16.9x32.9x0.9x
Sat, 03 May 2025UK£160.0bUK£182.4bUK£4.8b16.2x33.2x0.9x
Mon, 31 Mar 2025UK£152.4bUK£186.6bUK£4.9b16.3x31.2x0.8x
Wed, 26 Feb 2025UK£160.8bUK£189.7bUK£5.3b15.1x30.1x0.8x
Fri, 24 Jan 2025UK£161.7bUK£191.2bUK£5.4b15.4x29.8x0.8x
Sun, 22 Dec 2024UK£164.0bUK£190.4bUK£5.4b16.5x30.4x0.9x
Tue, 19 Nov 2024UK£164.3bUK£190.0bUK£5.6b16.4x29.3x0.9x
Thu, 17 Oct 2024UK£172.6bUK£189.5bUK£5.9b17.8x29.2x0.9x
Sat, 14 Sep 2024UK£173.1bUK£189.1bUK£6.3b16.1x27.4x0.9x
Mon, 12 Aug 2024UK£165.8bUK£192.1bUK£6.6b15.7x25.2x0.9x
Wed, 10 Jul 2024UK£159.1bUK£191.9bUK£6.3b15.5x25.1x0.8x
Fri, 07 Jun 2024UK£192.5bUK£202.6bUK£5.4b15.7x35.7x1x
Sun, 05 May 2024UK£190.6bUK£200.7bUK£5.3b16.4x36.2x0.9x
Tue, 02 Apr 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Thu, 29 Feb 2024UK£191.0bUK£204.0bUK£6.3b15.1x30.2x0.9x
Sat, 27 Jan 2024UK£198.8bUK£223.5bUK£6.6b14.2x30.3x0.9x
Mon, 25 Dec 2023UK£200.2bUK£224.0bUK£6.6b14.1x30.2x0.9x
Wed, 22 Nov 2023UK£188.9bUK£225.3bUK£6.1b12.4x30.8x0.8x
Fri, 20 Oct 2023UK£181.2bUK£223.5bUK£5.9b12x30.5x0.8x
Sun, 17 Sep 2023UK£199.3bUK£222.4bUK£6.0b12.6x33.5x0.9x
Tue, 15 Aug 2023UK£198.2bUK£217.6bUK£6.1b12.4x32.6x0.9x
Price to Earnings Ratio

32.6x


Total Market Cap: UK£198.2bTotal Earnings: UK£6.1bTotal Revenue: UK£217.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.1x202420252026
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 26.3x which is lower than its 3-year average PE of 30.1x.
  • 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 2.8% 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 Market0.89%
Consumer Discretionary2.59%
General Merchandise and Department Stores5.77%
Consumer Durables5.76%
Specialty Stores3.30%
Hospitality1.55%
Luxury1.46%
Auto0.63%
Online Retail and Ecommerce0%0
Auto Components-0.14%
Retail Distributors-0.17%
Leisure-1.21%
Consumer Services-1.84%
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 59.1%, which is higher than its past year's earnings decline of 24.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 59% 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
NXT NEXTUK£156.855.7%
+UK£958.9m		33.7%PE20.2x
CPG Compass GroupUS$32.191.5%
+US$816.2m		-7.2%PE27.1x
BTRW Barratt RedrowUK£3.2410.3%
+UK£423.0m		-15.0%PE20.9x
KGF KingfisherUK£3.286.2%
+UK£312.7m		18.6%PE22x
JD. JD Sports FashionUK£0.956.2%
+UK£265.5m		8.3%PE10.5x

Latest News

PSN
UK£11.67
Persimmon
7D
5.4%
1Y
2.1%
JD.
UK£0.95
JD Sports Fashion
7D
6.2%
1Y
8.3%
GAW
UK£188.80
Games Workshop Group
7D
-1.3%
1Y
21.3%
TW.
UK£0.85
Taylor Wimpey
7D
8.4%
1Y
-16.4%
Narrative Update • Aug 06

TW.: Cost Discipline And Land Pipeline Execution Will Support Future Upside Potential

The updated analyst price target for Taylor Wimpey reflects a lower fair value estimate, moving from £1.31 to £1.23, as analysts factor in softer revenue growth and profit margin assumptions, alongside a series of recent price target cuts across the Street. Analyst Commentary Street research on Taylor Wimpey over recent months points to a reset in expectations, with several firms cutting price targets and in some cases reducing ratings.
PPH
UK£15.26
PPHE Hotel Group
7D
-2.8%
1Y
-11.7%
Narrative Update • Aug 06

PPH: Freehold Acquisition And Dividend Policy Will Support Future Upside

Analysts have adjusted their price target on PPHE Hotel Group from £20.50 to £18.50, citing updated assumptions that include a revised discount rate of 11.83%, revenue growth of 3.58% and a P/E of 22.25x, alongside a profit margin forecast of 9.20%. What's in the News PPHE Hotel Group concluded its Strategic Review and Formal Sales Process on 19 June 2026 and confirmed it is not in discussions with any party regarding a potential sale of the company, according to the Board's Independent Committee.
NXT
UK£156.85
NEXT
7D
5.7%
1Y
33.7%
Narrative Update • Aug 05

NXT: Upgraded Rating And FY26 Guidance Will Shape Future Cash Returns

Analysts have raised their fair value estimate for Next to £152.01 from £147.00, reflecting updated assumptions on revenue growth, profitability and future P/E multiples following a recent upgrade to Buy with a £140.00 price target from Investec. What’s in the News for NEXT NEXT issued revised earnings guidance for the full year 2026/27, with expected full price sales of £6.0b, compared with £5.9b, according to the company’s guidance update.
IHG
US$158.00
InterContinental Hotels Group
7D
-1.7%
1Y
33.1%
CPG
US$32.19
Compass Group
7D
1.5%
1Y
-7.2%
PSON
UK£12.24
Pearson
7D
-2.6%
1Y
13.9%
BTRW
UK£3.24
Barratt Redrow
7D
10.3%
1Y
-15.0%
Narrative Update • Aug 04

BTRW: Capital Returns And Balance Sheet Strength Will Underpin Future Upside

Barratt Redrow's analyst price targets have edged lower, with a modest reduction in fair value from £4.38 to £4.10 as analysts factor in slightly lower profit margin assumptions and trim targets across the sector, while largely maintaining constructive ratings on the stock. Analyst Commentary Recent research on Barratt Redrow points to a more cautious set of price targets, but with several Bullish analysts still seeing appeal in the stock at current valuation levels.
BWY
UK£21.24
Bellway
7D
6.8%
1Y
-13.8%
VTY
UK£2.84
Vistry Group
7D
-2.8%
1Y
-54.6%
Narrative Update • Aug 03

VTY: Cash Generation Focus And Incentives Will Support Future Rerating

Analysts have reduced the fair value estimate for Vistry Group to £5.37 from £6.14, reflecting a series of lower price targets across the Street as they factor in softer revenue growth assumptions, slimmer profit margins and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on Vistry Group points to a more cautious tone on earnings and margins, but it also highlights areas where execution on cash generation and capital discipline could support valuation over time.
CURY
UK£1.62
Currys
7D
-3.5%
1Y
42.6%
BRBY
UK£11.65
Burberry Group
7D
-1.9%
1Y
-2.3%
PTEC
UK£3.67
Playtech
7D
-3.0%
1Y
-15.1%
Narrative Update • Jul 24

PTEC: Higher Forward P/E Assumptions Will Pressure Overvalued Shares

The analyst price target for Playtech has been raised, with the updated fair value estimate moving from £2.15 to £2.88 per share, as analysts point to adjusted assumptions on revenue growth, discount rate, profit margin and future P/E in light of recent target increases from several banks. Analyst Commentary Recent Street research on Playtech shows a split in opinion, with several firms lifting their price targets but expressing different levels of conviction on where the stock should trade.
KGF
UK£3.28
Kingfisher
7D
6.2%
1Y
18.6%
Narrative Update • Jul 07

KGF: Execution And Leadership Uncertainty Will Pressure Future Share Returns

Kingfisher's analyst price target has been trimmed by £0.10. This reflects modestly lower fair value assumptions and revenue growth expectations, partly balanced by slightly firmer profit margin and P/E inputs cited by recent analysts.