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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies117
  • 7D-0.5%
  • 3M-6.0%
  • 1Y-3.4%
  • YTD-0.8%

The Consumer Discretionary industry has been flat over the last week, but NEXT has lost 3.4%. Unfortunately though, the industry is down 3.4% over the past 12 months. Earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 23 Jan 2026UK£151.1bUK£185.6bUK£5.2b14.1x29.1x0.8x
Sun, 21 Dec 2025UK£153.5bUK£185.9bUK£5.2b15x29.6x0.8x
Tue, 18 Nov 2025UK£150.5bUK£184.7bUK£4.9b15.7x30.7x0.8x
Thu, 16 Oct 2025UK£155.1bUK£183.0bUK£5.0b16.3x31.1x0.8x
Sat, 13 Sep 2025UK£154.6bUK£182.2bUK£4.8b14.9x32.2x0.8x
Mon, 11 Aug 2025UK£158.1bUK£183.7bUK£4.7b15.9x33.4x0.9x
Wed, 09 Jul 2025UK£160.6bUK£184.1bUK£4.9b16x32.7x0.9x
Fri, 06 Jun 2025UK£162.0bUK£183.6bUK£4.9b17x33.1x0.9x
Sun, 04 May 2025UK£160.0bUK£182.4bUK£4.8b16.2x33.1x0.9x
Tue, 01 Apr 2025UK£150.4bUK£186.7bUK£4.9b16.3x30.7x0.8x
Thu, 27 Feb 2025UK£161.4bUK£189.6bUK£5.3b15.3x30.2x0.9x
Sat, 25 Jan 2025UK£160.9bUK£190.7bUK£5.4b15.5x29.7x0.8x
Mon, 23 Dec 2024UK£164.0bUK£190.4bUK£5.4b16.5x30.4x0.9x
Wed, 20 Nov 2024UK£164.3bUK£189.9bUK£5.6b16.3x29.3x0.9x
Fri, 18 Oct 2024UK£173.5bUK£189.4bUK£5.9b17.5x29.4x0.9x
Sun, 15 Sep 2024UK£173.0bUK£189.1bUK£6.3b16.1x27.4x0.9x
Tue, 13 Aug 2024UK£166.1bUK£192.1bUK£6.6b15.8x25.3x0.9x
Thu, 11 Jul 2024UK£160.4bUK£191.7bUK£6.3b15.9x25.3x0.8x
Sat, 08 Jun 2024UK£191.7bUK£202.8bUK£5.5b15.5x35.2x0.9x
Mon, 06 May 2024UK£190.6bUK£200.7bUK£5.3b16.4x36.2x0.9x
Wed, 03 Apr 2024UK£191.4bUK£205.0bUK£5.0b15.2x38x0.9x
Fri, 01 Mar 2024UK£191.7bUK£203.6bUK£6.2b15x31.2x0.9x
Sun, 28 Jan 2024UK£198.8bUK£223.5bUK£6.6b14.2x30.3x0.9x
Tue, 26 Dec 2023UK£200.2bUK£224.0bUK£6.6b14.1x30.2x0.9x
Thu, 23 Nov 2023UK£190.0bUK£225.3bUK£6.1b12.1x31x0.8x
Sat, 21 Oct 2023UK£179.1bUK£223.7bUK£6.0b11.9x29.9x0.8x
Mon, 18 Sep 2023UK£199.3bUK£222.4bUK£6.0b12.6x33.5x0.9x
Wed, 16 Aug 2023UK£197.3bUK£217.6bUK£6.1b12.7x32.4x0.9x
Fri, 14 Jul 2023UK£198.8bUK£213.9bUK£6.2b12.9x31.8x0.9x
Sun, 11 Jun 2023UK£199.7bUK£214.3bUK£6.2b13.6x32x0.9x
Tue, 09 May 2023UK£205.9bUK£208.0bUK£6.6b12.6x31.2x1x
Thu, 06 Apr 2023UK£192.9bUK£207.9bUK£7.1b12x27.3x0.9x
Sat, 04 Mar 2023UK£199.8bUK£209.5bUK£8.3b12.7x24.1x1x
Mon, 30 Jan 2023UK£196.1bUK£206.7bUK£8.2b12.8x24x0.9x
Price to Earnings Ratio

24x


Total Market Cap: UK£196.1bTotal Earnings: UK£8.2bTotal Revenue: UK£206.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.6x202420252026
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 30.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 14% per year over the last three years,
  • Revenues have also declined 3.5% 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 Market-0.45%
Consumer Discretionary-0.45%
Specialty Stores3.19%
Consumer Durables1.76%
Auto Components1.45%
Retail Distributors1.19%
Luxury0.083%
Auto0.079%
Online Retail and Ecommerce0%0
Consumer Services-1.28%
Hospitality-1.56%
General Merchandise and Department Stores-2.85%
Leisure-5.52%
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 44.7%, which is higher than its past year's earnings decline of 32.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 78% 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
IHG InterContinental Hotels GroupUS$138.701.6%
+US$324.1m		5.8%PE27.9x
CURY CurrysUK£1.4514.7%
+UK£194.8m		59.7%PE11.5x
KGF KingfisherUK£3.242.7%
+UK£140.2m		31.3%PE29.7x
TW. Taylor WimpeyUK£1.083.8%
+UK£138.1m		-9.2%PE45x
WOSG Watches of Switzerland GroupUK£5.198.6%
+UK£96.8m		-2.4%PE17.7x

Latest News

WOSG
UK£5.19
Watches of Switzerland Group
7D
8.6%
1Y
-2.4%

Watches of Switzerland Group (LON:WOSG) Is Experiencing Growth In Returns On Capital

Jan 23
Watches of Switzerland Group (LON:WOSG) Is Experiencing Growth In Returns On Capital
PSON
UK£9.65
Pearson
7D
-1.4%
1Y
-25.3%

Pearson (LON:PSON) Is Looking To Continue Growing Its Returns On Capital

Jan 23
Pearson (LON:PSON) Is Looking To Continue Growing Its Returns On Capital
JDW
UK£6.89
J D Wetherspoon
7D
-9.0%
1Y
12.5%

Here's Why J D Wetherspoon (LON:JDW) Has A Meaningful Debt Burden

Jan 22
Here's Why J D Wetherspoon (LON:JDW) Has A Meaningful Debt Burden
IHG
US$138.70
InterContinental Hotels Group
7D
1.6%
1Y
5.8%

InterContinental Hotels Group PLC's (LON:IHG) Shareholders Might Be Looking For Exit

Jan 22
InterContinental Hotels Group PLC's (LON:IHG) Shareholders Might Be Looking For Exit
BRBY
UK£12.75
Burberry Group
7D
-1.1%
1Y
19.1%
BTRW
UK£3.82
Barratt Redrow
7D
1.8%
1Y
-13.4%

BTRW: Dividend And Leadership Transition Will Support Future Upside Potential

Analysts have trimmed their price target for Barratt Redrow to reflect a slightly lower fair value estimate of £4.79. This change is driven by small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
CURY
UK£1.45
Currys
7D
14.7%
1Y
59.7%
ENT
UK£6.77
Entain
7D
-6.8%
1Y
0.1%

ENT: UK Gaming Tax Reset Will Shape Future Share Rebound Potential

Analysts have trimmed their fair value estimate for Entain from £10.96 to £10.35, as recent price target cuts and uncertainty over UK tax policy temper margin and growth assumptions, even though some still see value after the share price pullback. Analyst Commentary Recent research reflects a split view on Entain, with some analysts trimming targets or downgrading ratings while others see the recent share price weakness as an entry point.
BKG
UK£40.32
Berkeley Group Holdings
7D
2.6%
1Y
6.9%

We Think Berkeley Group Holdings (LON:BKG) Can Stay On Top Of Its Debt

Jan 16
We Think Berkeley Group Holdings (LON:BKG) Can Stay On Top Of Its Debt
KGF
UK£3.24
Kingfisher
7D
2.7%
1Y
31.3%
GAW
UK£179.40
Games Workshop Group
7D
-5.6%
1Y
25.7%
NXT
UK£134.90
NEXT
7D
-3.4%
1Y
41.5%

When Should You Buy NEXT plc (LON:NXT)?

Jan 13
When Should You Buy NEXT plc (LON:NXT)?
FRAS
UK£6.96
Frasers Group
7D
2.3%
1Y
16.0%

Is Frasers Group (LON:FRAS) A Risky Investment?

Jan 11
Is Frasers Group (LON:FRAS) A Risky Investment?
CPG
UK£22.55
Compass Group
7D
-1.1%
1Y
-17.7%

CPG: Strengthened European Platform And Better Returns Profile Should Drive Future Upside

Analysts have inched their blended price target higher to about £31.00 per share, supported by updated assumptions for slightly stronger revenue growth, modestly improved profit margins, and a marginally higher future P/E multiple, which align with recent Street research highlighting a stronger long term growth platform and improved returns profile. Analyst Commentary Recent Street research on Compass Group has focused on fine tuning upside potential and reassessing how much of the long term growth and returns story is already reflected in the share price.
TW.
UK£1.08
Taylor Wimpey
7D
3.8%
1Y
-9.2%

TW.: Steady 2025 Guidance And Outlet Expansion Will Support Future Upside

Analysts have trimmed their price target for Taylor Wimpey slightly to £1.28, reflecting modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, while keeping their overall view broadly steady. What's in the News Taylor Wimpey has maintained its earnings guidance for the full year 2025, which gives you an updated reference point for market expectations.
MAB
UK£2.67
Mitchells & Butlers
7D
-4.5%
1Y
13.9%

Mitchells & Butlers (LON:MAB) Takes On Some Risk With Its Use Of Debt

Jan 07
Mitchells & Butlers (LON:MAB) Takes On Some Risk With Its Use Of Debt