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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 27, 2026
DataAggregated Company Financials
Companies114
  • 7D3.1%
  • 3M14.5%
  • 1Y-10.7%
  • YTD-2.6%

In the last week, the Consumer Discretionary industry is up 3.1%, with Compass Group up 1.7%. However, the industry is down 11% over the past year. 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
Sat, 27 Jun 2026UK£161.6bUK£198.9bUK£6.1b13.9x26.3x0.8x
Mon, 25 May 2026UK£153.6bUK£198.4bUK£6.2b13.2x24.6x0.8x
Wed, 22 Apr 2026UK£153.2bUK£195.6bUK£6.0b12.7x25.5x0.8x
Fri, 20 Mar 2026UK£132.4bUK£183.2bUK£5.2b12.5x25.3x0.7x
Sun, 15 Feb 2026UK£145.9bUK£181.4bUK£5.4b14.2x27.2x0.8x
Tue, 13 Jan 2026UK£155.6bUK£185.6bUK£5.2b15.4x30x0.8x
Thu, 11 Dec 2025UK£149.5bUK£186.2bUK£5.2b15.5x28.6x0.8x
Sat, 08 Nov 2025UK£152.6bUK£184.6bUK£4.9b15.3x31x0.8x
Mon, 06 Oct 2025UK£157.0bUK£182.5bUK£5.0b15.4x31.5x0.9x
Wed, 03 Sep 2025UK£152.1bUK£182.8bUK£4.9b15.5x31.2x0.8x
Fri, 01 Aug 2025UK£161.5bUK£184.4bUK£4.7b16.1x34.3x0.9x
Sun, 29 Jun 2025UK£163.2bUK£183.5bUK£4.8b16.9x33.8x0.9x
Tue, 27 May 2025UK£164.2bUK£183.7bUK£4.9b17.3x33.4x0.9x
Thu, 24 Apr 2025UK£153.8bUK£183.0bUK£4.8b15.8x32.1x0.8x
Sat, 22 Mar 2025UK£150.1bUK£187.0bUK£5.5b15.3x27.5x0.8x
Mon, 17 Feb 2025UK£165.6bUK£189.9bUK£5.4b15.5x30.9x0.9x
Wed, 15 Jan 2025UK£155.7bUK£190.7bUK£5.4b15.6x28.8x0.8x
Fri, 13 Dec 2024UK£169.0bUK£190.1bUK£5.3b15.9x31.6x0.9x
Sun, 10 Nov 2024UK£166.4bUK£189.4bUK£5.9b16.3x28x0.9x
Tue, 08 Oct 2024UK£169.5bUK£189.7bUK£6.1b17.5x28x0.9x
Thu, 05 Sep 2024UK£169.7bUK£189.0bUK£6.4b16.3x26.7x0.9x
Sat, 03 Aug 2024UK£166.2bUK£191.7bUK£6.1b16.1x27.3x0.9x
Mon, 01 Jul 2024UK£157.9bUK£192.3bUK£6.3b15.9x24.9x0.8x
Wed, 29 May 2024UK£190.4bUK£202.4bUK£5.1b15.8x37.5x0.9x
Fri, 26 Apr 2024UK£186.8bUK£204.6bUK£5.2b15.8x35.7x0.9x
Sun, 24 Mar 2024UK£194.4bUK£205.4bUK£6.0b14.9x32.5x0.9x
Tue, 20 Feb 2024UK£193.6bUK£204.1bUK£6.3b15.2x30.7x0.9x
Thu, 18 Jan 2024UK£191.2bUK£224.0bUK£6.6b13.6x28.8x0.9x
Sat, 16 Dec 2023UK£197.1bUK£224.0bUK£6.6b14x29.8x0.9x
Mon, 13 Nov 2023UK£184.7bUK£223.9bUK£6.1b12.3x30.2x0.8x
Wed, 11 Oct 2023UK£188.8bUK£223.6bUK£5.8b12.1x32.6x0.8x
Fri, 08 Sep 2023UK£191.8bUK£221.5bUK£6.1b12.4x31.7x0.9x
Sun, 06 Aug 2023UK£201.7bUK£216.2bUK£6.5b12.1x31x0.9x
Tue, 04 Jul 2023UK£199.4bUK£214.6bUK£6.2b12.8x32.4x0.9x
Price to Earnings Ratio

32.4x


Total Market Cap: UK£199.4bTotal Earnings: UK£6.2bTotal Revenue: UK£214.6bTotal 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 26.3x 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 2.5% 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 Market1.14%
Consumer Discretionary3.09%
Leisure7.67%
Consumer Durables6.81%
General Merchandise and Department Stores3.79%
Auto Components2.93%
Consumer Services2.81%
Specialty Stores2.70%
Hospitality2.12%
Online Retail and Ecommerce0%0
Luxury-1.09%
Retail Distributors-2.14%
Auto-6.89%
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 77.7%, 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
CPG Compass GroupUS$32.741.7%
+US$918.2m		-4.5%PE27.6x
NXT NEXTUK£146.153.4%
+UK£542.2m		17.4%PE18.8x
GAW Games Workshop GroupUK£219.407.8%
+UK£522.1m		36.0%PE35.1x
BTRW Barratt RedrowUK£2.9011.2%
+UK£410.4m		-38.7%PE18.8x
IHG InterContinental Hotels GroupUS$171.551.4%
+US$342.0m		49.3%PE33.7x

Latest News

NXT
UK£146.15
NEXT
7D
3.4%
1Y
17.4%
THG
UK£0.29
THG
7D
-7.3%
1Y
-13.5%
TRN
UK£2.11
Trainline
7D
-3.6%
1Y
-24.5%
Narrative Update • Jun 24

TRN: Discount Rate Tweaks May Support Future Upside Potential

Trainline's latest narrative update reflects a modest trimming of the analyst price target in £ terms, as analysts factor in slightly higher discount rates and a marginally higher assumed future P/E, while keeping revenue growth, profit margin and fair value estimates essentially unchanged. Analyst Commentary Recent research updates on Trainline point to a modest recalibration in price targets in £ terms, with analysts focusing on discount rates, assumed future P/E levels and the balance between valuation support and execution risk.
PSN
UK£11.10
Persimmon
7D
7.6%
1Y
-17.6%
Narrative Update • Jun 23

PSN: Forward Order Book And Biggleswade Development Will Support Returns

Persimmon's analyst fair value estimate has been reduced from £13.97 to £13.42, in line with a series of lower Street price targets around £1,280 to £1,430. Analysts are factoring in slightly softer revenue growth, marginally tighter profit margins and a modestly lower future P/E assumption.
ENT
UK£5.78
Entain
7D
5.9%
1Y
-36.0%
BTRW
UK£2.90
Barratt Redrow
7D
11.2%
1Y
-38.7%
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£11.09
Burberry Group
7D
-2.3%
1Y
-3.6%
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.
PSON
UK£11.76
Pearson
7D
3.6%
1Y
9.8%
Narrative Update • Jun 23

PSON: AI Partnerships And Fair Valuation Will Support Balanced Outlook

The analyst price target for Pearson has been raised by £0.10, with analysts attributing the revision to updated assumptions around the discount rate and future P/E. What’s in the News for Pearson Pearson and Cognizant reported findings from their joint AI Workforce Pulse study and are working together to help graduates and mid-career professionals build skills in AI, cloud, and digital technologies, including support for Cognizant programs such as Synapse and the Immersive Learning Center in Chennai.
CPG
US$32.74
Compass Group
7D
1.7%
1Y
-4.5%
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.
WOSG
UK£7.08
Watches of Switzerland Group
7D
-3.6%
1Y
70.2%
Narrative Update • Jun 22

WOSG: Elevated Margin Assumptions Will Limit Future Upside Despite Higher Price Objective

Analysts have lifted their price target on Watches of Switzerland Group from £5.60 to £6.50, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E as key drivers of the revision. What’s in the News for Watches of Switzerland Group No recent material news items for Watches of Switzerland Group have been identified from the provided sources.
IHG
US$171.55
InterContinental Hotels Group
7D
1.4%
1Y
49.3%
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£219.40
Games Workshop Group
7D
7.8%
1Y
36.0%
INCH
UK£7.87
Inchcape
7D
-2.0%
1Y
8.6%
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.
BOWL
UK£2.78
Hollywood Bowl Group
7D
-3.1%
1Y
9.7%
WVIA
UK£2.40
Winvia Entertainment
7D
-5.9%
1Y
n/a
AML
UK£0.37
Aston Martin Lagonda Global Holdings
7D
-6.9%
1Y
-54.7%