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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMar 30, 2026
DataAggregated Company Financials
Companies115
  • 7D-1.7%
  • 3M-15.9%
  • 1Y-23.7%
  • YTD-15.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.7%, driven by Compass Group declining 1.4%. The industry has fallen 24% in the last year. As for the next few years, earnings are expected to grow by 17% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 31 Mar 2026UK£129.8bUK£183.7bUK£5.4b11.6x24.2x0.7x
Thu, 26 Feb 2026UK£149.7bUK£181.6bUK£5.4b14.2x27.9x0.8x
Sat, 24 Jan 2026UK£149.9bUK£185.3bUK£5.2b14.1x28.9x0.8x
Mon, 22 Dec 2025UK£153.5bUK£185.9bUK£5.2b15x29.6x0.8x
Wed, 19 Nov 2025UK£149.7bUK£184.8bUK£4.9b15.8x30.5x0.8x
Fri, 17 Oct 2025UK£154.9bUK£182.9bUK£5.0b16.3x31.1x0.8x
Sun, 14 Sep 2025UK£154.6bUK£182.2bUK£4.8b14.9x32.2x0.8x
Tue, 12 Aug 2025UK£156.8bUK£183.7bUK£4.7b15.9x33.1x0.9x
Thu, 10 Jul 2025UK£160.7bUK£184.1bUK£4.9b16.1x32.8x0.9x
Sat, 07 Jun 2025UK£162.1bUK£183.7bUK£4.9b16.9x33.2x0.9x
Mon, 05 May 2025UK£160.0bUK£182.4bUK£4.8b16.2x33.1x0.9x
Wed, 02 Apr 2025UK£151.5bUK£186.7bUK£4.9b16.7x31x0.8x
Fri, 28 Feb 2025UK£160.2bUK£189.7bUK£5.2b14.7x30.8x0.8x
Sun, 26 Jan 2025UK£160.9bUK£190.7bUK£5.4b15.5x29.6x0.8x
Tue, 24 Dec 2024UK£163.7bUK£190.5bUK£5.4b15.9x30.3x0.9x
Thu, 21 Nov 2024UK£162.1bUK£189.8bUK£5.6b16.4x28.7x0.9x
Sat, 19 Oct 2024UK£172.3bUK£189.3bUK£5.9b17.5x29.2x0.9x
Mon, 16 Sep 2024UK£173.0bUK£189.1bUK£6.3b16.1x27.4x0.9x
Wed, 14 Aug 2024UK£166.6bUK£191.8bUK£6.6b16x25.4x0.9x
Fri, 12 Jul 2024UK£162.4bUK£191.6bUK£6.3b16.2x25.7x0.8x
Sun, 09 Jun 2024UK£191.7bUK£202.8bUK£5.5b15.7x35.2x0.9x
Tue, 07 May 2024UK£190.6bUK£200.7bUK£5.3b16.4x36.2x0.9x
Thu, 04 Apr 2024UK£191.8bUK£205.0bUK£5.0b15.2x38x0.9x
Sat, 02 Mar 2024UK£193.0bUK£203.7bUK£6.1b15.3x31.4x0.9x
Mon, 29 Jan 2024UK£198.8bUK£223.5bUK£6.6b14.2x30.3x0.9x
Wed, 27 Dec 2023UK£200.2bUK£224.0bUK£6.6b14.1x30.2x0.9x
Fri, 24 Nov 2023UK£189.3bUK£225.1bUK£6.1b12.2x31.2x0.8x
Sun, 22 Oct 2023UK£179.0bUK£223.7bUK£6.0b11.9x29.9x0.8x
Tue, 19 Sep 2023UK£195.8bUK£222.4bUK£5.9b12.4x32.9x0.9x
Thu, 17 Aug 2023UK£196.1bUK£217.6bUK£6.1b12.5x32.2x0.9x
Sat, 15 Jul 2023UK£199.3bUK£214.1bUK£6.3b12.8x31.9x0.9x
Mon, 12 Jun 2023UK£199.7bUK£214.3bUK£6.2b13.6x32x0.9x
Wed, 10 May 2023UK£205.8bUK£207.9bUK£6.6b12.6x31.1x1x
Fri, 07 Apr 2023UK£195.0bUK£208.1bUK£7.1b12x27.6x0.9x
Price to Earnings Ratio

27.6x


Total Market Cap: UK£195.0bTotal Earnings: UK£7.1bTotal Revenue: UK£208.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.8x202420252026
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 24.2x which is lower than its 3-year average PE of 30.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 8.7% per year over the last three years,
  • Revenues have also declined 4.0% 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 Market0.41%
Consumer Discretionary-1.74%
Leisure2.31%
General Merchandise and Department Stores1.60%
Online Retail and Ecommerce0%0
Luxury-0.0016%
Retail Distributors-0.0091%
Consumer Services-0.91%
Auto-1.20%
Specialty Stores-2.53%
Hospitality-2.81%
Consumer Durables-2.99%
Auto Components-3.36%
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 42.2%, which is higher than its past year's earnings decline of 18.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 70% 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£124.753.9%
+UK£522.5m		12.5%PE16.1x
PSON PearsonUK£9.773.1%
+UK£154.4m		-19.8%PE18x
VID VidendumUK£3.30-17.5%
UK£103.5m		-98.2%PS0.4x
BRBY Burberry GroupUK£10.731.8%
+UK£66.5m		39.0%PS1.6x
GAW Games Workshop GroupUK£178.801.0%
+UK£56.2m		27.8%PE28.6x

Latest News

NXT
UK£124.75
NEXT
7D
3.9%
1Y
12.5%

Does NEXT (LON:NXT) Deserve A Spot On Your Watchlist?

Mar 30
Does NEXT (LON:NXT) Deserve A Spot On Your Watchlist?
VID
UK£3.30
Videndum
7D
-17.5%
1Y
-98.2%
PSN
UK£10.73
Persimmon
7D
-6.1%
1Y
-10.0%
EVOK
UK£0.34
Evoke
7D
12.0%
1Y
-29.0%

EVOK: Future Returns Will Rely On Executing Against Post Downgrade Assumptions

Analysts have adjusted their price target on Evoke to £X.XX from £Y.YY, citing recent downgrade actions and a reassessment of growth, margins, and future P/E assumptions reflected in the updated fair value inputs. Analyst Commentary Recent research around Evoke focuses on how realistic prior expectations were on growth, margins, and the P/E multiple that investors might be willing to pay.
KGF
UK£2.78
Kingfisher
7D
-6.3%
1Y
9.6%
IHG
US$129.45
InterContinental Hotels Group
7D
-1.4%
1Y
21.4%

IHG: Future Returns Will Rely On AI Execution And Cash Distributions

InterContinental Hotels Group's updated analyst price target edges higher to $146.69. This reflects modest model tweaks as analysts balance stronger recent research support with more cautious mid term growth expectations, along with only slight adjustments to discount rates, margins, and future P/E assumptions.
CPG
UK£20.80
Compass Group
7D
-1.4%
1Y
-18.5%

CPG: Premium P/E And Margins Will Support Upside After Modest Discount Rate Shift

Compass Group's analyst price target has been trimmed by £1.00, as analysts factor in updated fair value and discount rate assumptions alongside refreshed views on revenue growth, margins and future P/E, consistent with the recent target cut reported by RBC Capital. Analyst Commentary Analysts cutting the price target by £1.00 are mainly fine tuning their models rather than signaling a major change in view.
BWY
UK£18.47
Bellway
7D
-13.6%
1Y
-21.9%
PSON
UK£9.77
Pearson
7D
3.1%
1Y
-19.8%
CURY
UK£1.19
Currys
7D
-10.5%
1Y
36.4%
BTRW
UK£2.57
Barratt Redrow
7D
-3.8%
1Y
-39.3%
ENT
UK£5.50
Entain
7D
-6.6%
1Y
-4.8%
BRBY
UK£10.73
Burberry Group
7D
1.8%
1Y
39.0%

BRBY: Upgraded Views And Royal Capsule Collaboration Will Support Brand Strength

Burberry Group's analyst price target has been nudged to £13.52 from £13.58, as analysts factor in slightly different assumptions for the discount rate, revenue growth, profit margin and future P/E following recently upgraded and raised views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts link the higher price target to refreshed assumptions for Burberry Group's revenue growth, suggesting confidence that the brand can support a slightly higher valuation multiple than previously used.
TRN
UK£2.16
Trainline
7D
2.8%
1Y
-20.6%

TRN: Leadership Transition And Buybacks Will Support Future Re Rating

Trainline's updated analyst price target has moved lower to reflect a revised fair value estimate, a tighter discount rate, and adjusted assumptions on revenue growth, profit margins, and future P/E. This is in line with recent Street research, where targets shifted between £2.15 and £3.50 as analysts reassessed the balance between growth expectations and profitability.
GYM
UK£1.73
Gym Group
7D
6.8%
1Y
32.7%
GAW
UK£178.80
Games Workshop Group
7D
1.0%
1Y
27.8%