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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMay 11, 2026
DataAggregated Company Financials
Companies114
  • 7D2.4%
  • 3M-5.1%
  • 1Y-14.4%
  • YTD-9.0%

In the last week, the Consumer Discretionary industry is up 2.4%, with Compass Group up 4.4%. However, the industry is down 14% 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
Mon, 11 May 2026UK£150.7bUK£195.8bUK£6.0b12.3x25.2x0.8x
Wed, 08 Apr 2026UK£144.8bUK£195.5bUK£6.0b11.8x24.1x0.7x
Fri, 06 Mar 2026UK£145.6bUK£182.6bUK£5.3b14.3x27.7x0.8x
Sun, 01 Feb 2026UK£148.0bUK£185.1bUK£5.2b14x28.2x0.8x
Tue, 30 Dec 2025UK£152.6bUK£185.6bUK£5.2b15.1x29.5x0.8x
Thu, 27 Nov 2025UK£152.7bUK£186.2bUK£5.2b15.7x29.3x0.8x
Sat, 25 Oct 2025UK£161.0bUK£183.2bUK£5.0b16.5x32.3x0.9x
Mon, 22 Sep 2025UK£153.8bUK£183.7bUK£4.9b15.2x31.2x0.8x
Wed, 20 Aug 2025UK£158.9bUK£183.8bUK£4.6b15.1x34.3x0.9x
Fri, 18 Jul 2025UK£158.8bUK£184.5bUK£4.9b15.8x32.3x0.9x
Sun, 15 Jun 2025UK£162.0bUK£183.8bUK£4.9b17.1x33x0.9x
Tue, 13 May 2025UK£161.1bUK£182.6bUK£4.9b16.5x33.1x0.9x
Thu, 10 Apr 2025UK£142.5bUK£187.1bUK£4.9b15.4x29.1x0.8x
Sat, 08 Mar 2025UK£155.4bUK£186.8bUK£5.6b14.4x27.9x0.8x
Mon, 03 Feb 2025UK£166.3bUK£190.9bUK£5.5b15.3x30.5x0.9x
Wed, 01 Jan 2025UK£164.2bUK£190.5bUK£5.4b15.9x30.5x0.9x
Fri, 29 Nov 2024UK£166.0bUK£190.2bUK£5.4b15.7x30.5x0.9x
Sun, 27 Oct 2024UK£169.9bUK£189.5bUK£5.9b16.6x28.8x0.9x
Tue, 24 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Thu, 22 Aug 2024UK£168.6bUK£189.1bUK£6.3b16.5x26.8x0.9x
Sat, 20 Jul 2024UK£164.1bUK£191.4bUK£6.2b15.8x26.5x0.9x
Mon, 17 Jun 2024UK£185.1bUK£202.6bUK£5.4b15.3x34.3x0.9x
Wed, 15 May 2024UK£195.8bUK£200.5bUK£5.2b16.4x37.6x1x
Fri, 12 Apr 2024UK£189.0bUK£204.9bUK£5.4b15.6x35.2x0.9x
Sun, 10 Mar 2024UK£190.6bUK£205.1bUK£5.9b15.6x32.2x0.9x
Tue, 06 Feb 2024UK£190.8bUK£205.3bUK£6.7b14.2x28.4x0.9x
Thu, 04 Jan 2024UK£196.7bUK£224.0bUK£6.6b13.9x29.7x0.9x
Sat, 02 Dec 2023UK£188.6bUK£223.8bUK£6.2b12.6x30.5x0.8x
Mon, 30 Oct 2023UK£179.6bUK£223.7bUK£6.0b11.9x30x0.8x
Wed, 27 Sep 2023UK£191.1bUK£223.0bUK£5.8b12.7x32.8x0.9x
Fri, 25 Aug 2023UK£192.1bUK£222.5bUK£6.0b12.4x31.8x0.9x
Sun, 23 Jul 2023UK£204.3bUK£214.2bUK£6.3b12.6x32.6x1x
Tue, 20 Jun 2023UK£201.1bUK£214.2bUK£6.2b12.8x32.4x0.9x
Thu, 18 May 2023UK£208.2bUK£212.2bUK£6.5b13.3x32.3x1x
Price to Earnings Ratio

32.3x


Total Market Cap: UK£208.2bTotal Earnings: UK£6.5bTotal Revenue: UK£212.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.6x202420252026
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 25.2x which is lower than its 3-year average PE of 30.6x.
  • 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 2.5% per year over the last three years,
  • Revenues have also declined 2.6% 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-0.81%
Consumer Discretionary2.43%
Auto13.68%
Consumer Durables4.04%
Specialty Stores3.57%
Hospitality3.18%
Luxury2.51%
General Merchandise and Department Stores1.32%
Auto Components0.054%
Online Retail and Ecommerce0%0
Retail Distributors-1.03%
Consumer Services-1.98%
Leisure-2.30%
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 35.4%, which is higher than its past year's earnings decline of 18.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 81% over the next 5 years.
  • This is better than its past earnings decline of 27% 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
CPG Compass GroupUS$29.504.4%
+US$2.1b		-14.6%PE26.9x
IHG InterContinental Hotels GroupUS$149.703.2%
+US$700.9m		25.7%PE29.5x
JD. JD Sports FashionUK£0.7511.6%
+UK£375.0m		-15.4%PE8.3x
NXT NEXTUK£131.851.4%
+UK£207.7m		10.3%PE17.1x
WTB WhitbreadUK£24.105.0%
+UK£190.3m		-15.1%PE18.9x

Latest News

GAW
UK£196.05
Games Workshop Group
7D
-2.3%
1Y
26.6%
TRN
UK£2.23
Trainline
7D
-7.5%
1Y
-12.6%
Analysis Article • May 10

Trainline plc (LON:TRN) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Trainline plc ( LON:TRN ) shareholders are probably feeling a little disappointed, since its shares fell 7.5% to...
IHG
US$149.70
InterContinental Hotels Group
7D
3.2%
1Y
25.7%
NXT
UK£131.85
NEXT
7D
1.4%
1Y
10.3%
Narrative Update • May 08

NXT: Future Cash Returns Will Rely On Higher Discount Rate Caution

Narrative Update The analyst price target for NEXT has been reduced by £3.42, with analysts citing slightly higher discount rate assumptions and more moderate revenue growth expectations. This change is partly reflected in recent Street research, including a £3.42 target reduction at Citi.
PTEC
UK£3.52
Playtech
7D
-3.9%
1Y
1.4%
Narrative Update • May 08

PTEC: Higher Margin And SaaS Deal Assumptions Are Expected To Re Rate Shares

Analysts have lifted their fair value estimate for Playtech from £4.49 to £4.63, citing recent Street price target increases and updated assumptions for growth, margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts lifting their price targets by 45 GBp, 48 GBp and 165 GBp are signaling greater confidence that Playtech’s earnings profile can support a higher valuation multiple over time.
INCH
UK£8.23
Inchcape
7D
-1.4%
1Y
20.0%
JD.
UK£0.75
JD Sports Fashion
7D
11.6%
1Y
-15.4%
WTB
UK£24.10
Whitbread
7D
5.0%
1Y
-15.1%
Analysis Article • May 07

Some Investors May Be Willing To Look Past Whitbread's (LON:WTB) Soft Earnings

Whitbread plc's ( LON:WTB ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
ENT
UK£5.48
Entain
7D
-3.5%
1Y
-24.0%
CPG
US$29.50
Compass Group
7D
4.4%
1Y
-14.6%
PSON
UK£10.92
Pearson
7D
-2.1%
1Y
-6.3%
BTRW
UK£2.63
Barratt Redrow
7D
4.2%
1Y
-42.9%
Narrative Update • May 03

BTRW: Leadership Transition And Trimmed Assumptions Will Shape Future Upside Potential

The analyst price target for Barratt Redrow has been reduced by £0.08, as fair value, growth and margin assumptions have been trimmed in response to recent target cuts and rating changes from several firms, even as one set of analysts moved to a more constructive stance. Analyst Commentary Recent Street research on Barratt Redrow has focused on recalibrating fair value and ratings, with several firms adjusting price targets in light of updated expectations for growth and margins.
GRG
UK£14.89
Greggs
7D
-1.8%
1Y
-19.9%
Narrative Update • May 03

GRG: Execution On Store Rollout And ESG Commitments Will Sustain Future Share Upside

Greggs' analyst price targets have been trimmed by up to around £0.20 per share in recent updates, as analysts factor in slightly higher discount rates, modestly adjusted growth and margin assumptions, and a more cautious stance reflected in recent bearish and downgrade commentary. Analyst Commentary Recent research on Greggs has shifted to a more cautious tone, but several bullish analysts continue to see upside based on execution, store economics and potential for further growth in the estate and product range.
MEGP
UK£1.37
ME Group International
7D
-6.0%
1Y
-35.1%
PSN
UK£11.14
Persimmon
7D
5.3%
1Y
-17.2%
Narrative Update • Apr 21

PSN: Forward Order Book And Higher Future P E Multiple Will Support Returns

Analysts have trimmed Persimmon's fair value estimate and lowered the average price target by £2.20 to reflect slightly softer assumptions on revenue growth and profit margins, even as recent Street research points to a modest uplift in target prices from £16.00 to £16.10 and from £14.80 to £15.14, along with a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Persimmon offers a mix of cautious tweaks and incremental optimism around valuation, providing a more nuanced picture of how expectations are being reset.
FRAS
UK£6.92
Frasers Group
7D
6.1%
1Y
-0.6%
Analysis Article • Feb 16

Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...