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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies114
  • 7D1.9%
  • 3M7.7%
  • 1Y-12.8%
  • YTD-4.1%

Over the last 7 days, the Consumer Discretionary industry has risen 1.7%, driven by gains in Games Workshop Group and Compass Group of 6.2% and 1.0%, respectively. In the past year, the industry is down 11%. Looking forward, 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
Wed, 01 Jul 2026UK£159.1bUK£198.9bUK£6.2b13.8x25.7x0.8x
Fri, 29 May 2026UK£156.9bUK£198.6bUK£6.2b14.1x25.2x0.8x
Sun, 26 Apr 2026UK£151.8bUK£195.5bUK£6.1b12.3x25x0.8x
Tue, 24 Mar 2026UK£132.5bUK£183.2bUK£5.2b12.5x25.4x0.7x
Thu, 19 Feb 2026UK£149.2bUK£181.7bUK£5.4b14.6x27.8x0.8x
Sat, 17 Jan 2026UK£151.6bUK£185.9bUK£5.2b14.9x29.1x0.8x
Mon, 15 Dec 2025UK£149.8bUK£186.0bUK£5.2b15.7x28.8x0.8x
Wed, 12 Nov 2025UK£155.7bUK£184.5bUK£4.9b15.6x31.6x0.8x
Fri, 10 Oct 2025UK£154.1bUK£183.0bUK£5.0b15.8x31x0.8x
Sun, 07 Sep 2025UK£155.6bUK£182.4bUK£4.9b15.5x32x0.9x
Tue, 05 Aug 2025UK£160.5bUK£184.2bUK£4.7b16x34x0.9x
Thu, 03 Jul 2025UK£160.7bUK£183.7bUK£4.8b16.6x33.3x0.9x
Sat, 31 May 2025UK£163.7bUK£183.9bUK£4.9b17.4x33.3x0.9x
Mon, 28 Apr 2025UK£153.3bUK£182.6bUK£4.8b15.9x31.7x0.8x
Wed, 26 Mar 2025UK£150.7bUK£187.1bUK£5.3b15.6x28.3x0.8x
Fri, 21 Feb 2025UK£162.5bUK£189.7bUK£5.3b15.3x30.4x0.9x
Sun, 19 Jan 2025UK£160.3bUK£191.7bUK£5.5b15.6x29.4x0.8x
Tue, 17 Dec 2024UK£166.2bUK£190.1bUK£5.4b15.8x30.9x0.9x
Thu, 14 Nov 2024UK£163.9bUK£190.0bUK£6.0b16.2x27.5x0.9x
Sat, 12 Oct 2024UK£168.1bUK£189.7bUK£6.1b17.5x27.7x0.9x
Mon, 09 Sep 2024UK£169.3bUK£189.0bUK£6.3b16.4x26.8x0.9x
Wed, 07 Aug 2024UK£163.5bUK£192.1bUK£6.1b15.9x26.7x0.9x
Fri, 05 Jul 2024UK£159.7bUK£191.9bUK£6.3b15.8x25.2x0.8x
Sun, 02 Jun 2024UK£191.5bUK£202.5bUK£5.1b16x37.8x0.9x
Tue, 30 Apr 2024UK£188.5bUK£200.7bUK£5.3b16.6x35.8x0.9x
Thu, 28 Mar 2024UK£193.5bUK£204.9bUK£4.9b15.6x39.3x0.9x
Sat, 24 Feb 2024UK£193.2bUK£204.0bUK£6.3b15.4x30.6x0.9x
Mon, 22 Jan 2024UK£194.5bUK£223.7bUK£6.6b13.9x29.4x0.9x
Wed, 20 Dec 2023UK£198.7bUK£224.0bUK£6.6b13.7x30x0.9x
Fri, 17 Nov 2023UK£190.3bUK£223.9bUK£6.1b12.5x31.1x0.8x
Sun, 15 Oct 2023UK£183.7bUK£223.6bUK£5.8b11.9x31.7x0.8x
Tue, 12 Sep 2023UK£195.2bUK£221.6bUK£6.0b12.4x32.6x0.9x
Thu, 10 Aug 2023UK£199.6bUK£216.4bUK£6.5b12.4x30.6x0.9x
Sat, 08 Jul 2023UK£192.0bUK£213.9bUK£6.3b12.7x30.7x0.9x
Price to Earnings Ratio

30.7x


Total Market Cap: UK£192.0bTotal Earnings: UK£6.3bTotal Revenue: UK£213.9bTotal 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 25.9x 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 2.4% 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 Market0.55%
Consumer Discretionary1.88%
Leisure6.17%
Consumer Services5.15%
Auto Components3.95%
Consumer Durables3.34%
Specialty Stores2.77%
General Merchandise and Department Stores1.68%
Hospitality0.73%
Online Retail and Ecommerce0%0
Luxury-0.098%
Auto-1.92%
Retail Distributors-2.97%
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 77.6%, 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 78% 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
GAW Games Workshop GroupUK£216.006.2%
+UK£416.4m		33.2%PE34.6x
CPG Compass GroupUS$32.301.0%
+US$544.1m		-6.8%PE27.2x
PSON PearsonUK£11.965.7%
+UK£385.3m		10.0%PE21.5x
IHG InterContinental Hotels GroupUS$172.251.5%
+US$379.2m		48.4%PE33.8x
BTRW Barratt RedrowUK£2.816.7%
+UK£246.5m		-38.1%PE18.2x

Latest News

TRN
UK£2.04
Trainline
7D
-4.2%
1Y
-28.0%
PSON
UK£11.96
Pearson
7D
5.7%
1Y
10.0%
HFD
UK£2.31
Halfords Group
7D
28.2%
1Y
49.9%
Analysis Article • Jun 30

Earnings Beat: Halfords Group plc Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Shareholders will be ecstatic, with their stake up 28% over the past week following Halfords Group plc 's ( LON:HFD...
NXT
UK£145.45
NEXT
7D
1.5%
1Y
16.0%
DOM
UK£1.81
Domino's Pizza Group
7D
-2.2%
1Y
-29.8%
Narrative Update • Jun 25

DOM: New Leadership And Barclays Upgrade Will Support Future Share Price Upside

Analysts have lifted their price target for Domino's Pizza Group to £2.33, citing refreshed assumptions for discount rates, profit margins, revenue growth and future P/E multiples following recent research updates. What’s in the News for Domino's Pizza Group Domino's Pizza Group has appointed Nicola Frampton as permanent CEO, following her tenure as interim CEO and a comprehensive internal and external search process.
THG
UK£0.30
THG
7D
-2.5%
1Y
-8.6%
BTRW
UK£2.81
Barratt Redrow
7D
6.7%
1Y
-38.1%
Narrative Update • Jun 23

BTRW: Margin Discipline And Execution Resilience Will Support Future Upside Potential

The analyst price target for Barratt Redrow has been revised lower to £3.44 per share from £3.55, as analysts factor in slightly softer revenue growth, modest margin pressure and a small increase in the discount rate following a series of reduced Street price targets and rating changes. Analyst Commentary Recent Street research on Barratt Redrow presents a mixed picture, with several firms cutting price targets and adjusting ratings as they reassess revenue, margin and risk assumptions.
BRBY
UK£10.62
Burberry Group
7D
-0.7%
1Y
-12.2%
Narrative Update • Jun 23

BRBY: Recent Pullback And 2027 Guidance Will Support Future Bullish Thesis

The analyst price target for Burberry Group has been trimmed by £0.10 to £15.60, as analysts weigh recent share price moves, updated growth and margin assumptions, and a mix of cautious and positive broker views on the stock. Analyst Commentary Recent research on Burberry Group reflects a wide spread of views, with bullish analysts highlighting potential upside after the recent share pullback and others staying more cautious on execution and the macro backdrop.
CPG
US$32.30
Compass Group
7D
1.0%
1Y
-6.8%
Narrative Update • Jun 22

CPG: BNP Upgrade And Premium P/E Will Drive Future Upside

Analysts have nudged their price target for Compass Group slightly higher to $38.30 from $38.28, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E following recent research, including a BNP Paribas upgrade. What's in the News for Compass Group Recent research on Compass Group includes updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E.
IHG
US$172.25
InterContinental Hotels Group
7D
1.5%
1Y
48.4%
Narrative Update • Jun 22

IHG: Future Returns Will Depend On Net Unit Growth And Conversions

InterContinental Hotels Group's analyst price target has been raised, with recent moves such as Goldman Sachs lifting its view to $188 from $165 and Bernstein moving to $154 from $141. Analysts point to stronger net unit growth, a deeper pipeline, and improving conversion trends as key supports for the updated fair value of $155.18.
GAW
UK£216.00
Games Workshop Group
7D
6.2%
1Y
33.2%
INCH
UK£7.71
Inchcape
7D
-3.9%
1Y
3.4%
Narrative Update • Jun 19

INCH: Bolt On Deals And P/E Reset Will Shape Balanced Stock Outlook

Analysts have adjusted their fair value estimate for Inchcape to £8.15 from £8.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E, alongside recent Street research that includes a £0.56 reduction in the price target cited by Citi. What’s in the News for Inchcape Inchcape highlighted acquisitions as a key lever for delivering shareholder value, with management describing an active pipeline of bolt on deals under review, source: Inchcape 2026 First Quarter Results call.
WTB
UK£23.91
Whitbread
7D
-2.8%
1Y
-18.1%
Narrative Update • Jun 18

WTB: Trading Momentum And P E Reset Will Drive Future Upside

Whitbread's analyst price target has been trimmed by £1.41 to £36.52, as analysts adjust fair value and profit margin assumptions while also expecting different future P/E and revenue growth inputs compared with previous estimates. Analyst Commentary Recent research on Whitbread highlights a mix of caution and optimism, with several price target revisions reflecting updated assumptions on valuation multiples and profit margins.
BOWL
UK£2.75
Hollywood Bowl Group
7D
-4.2%
1Y
9.6%
RNK
UK£0.95
Rank Group
7D
-4.0%
1Y
-29.4%
Narrative Update • Jun 18

RNK: Steady Guidance And Marginal Assumption Shifts Will Support Repricing Potential

Analysts have maintained their fair value estimate for Rank Group at £1.45. They have made only marginal adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which together support a broadly steady view of the stock’s long term valuation profile.
KGF
UK£2.83
Kingfisher
7D
2.8%
1Y
-3.0%
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.