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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedDec 18, 2024
DataAggregated Company Financials
Companies128
  • 7D-1.5%
  • 3M-4.8%
  • 1Y-1.1%
  • YTD-0.9%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.5%, driven by a pullback from Compass Group of 1.7%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Dec 2024UK£165.4bUK£190.0bUK£5.4b15.6x30.7x0.9x
Fri, 15 Nov 2024UK£165.5bUK£190.0bUK£5.9b16.4x28.2x0.9x
Sun, 13 Oct 2024UK£168.1bUK£189.7bUK£6.1b17.5x27.7x0.9x
Tue, 10 Sep 2024UK£170.6bUK£189.2bUK£6.3b16.4x27x0.9x
Thu, 08 Aug 2024UK£164.9bUK£192.1bUK£6.1b15.8x27x0.9x
Sat, 06 Jul 2024UK£160.7bUK£191.8bUK£6.3b16x25.4x0.8x
Mon, 03 Jun 2024UK£191.5bUK£202.5bUK£5.1b16x37.8x0.9x
Wed, 01 May 2024UK£188.0bUK£200.9bUK£5.2b16.7x36x0.9x
Fri, 29 Mar 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Sun, 25 Feb 2024UK£193.2bUK£204.0bUK£6.3b15.4x30.6x0.9x
Tue, 23 Jan 2024UK£196.1bUK£223.7bUK£6.6b14.1x29.6x0.9x
Thu, 21 Dec 2023UK£201.7bUK£224.0bUK£6.6b14x30.4x0.9x
Sat, 18 Nov 2023UK£189.4bUK£224.0bUK£6.1b12.6x31.1x0.8x
Mon, 16 Oct 2023UK£183.7bUK£223.6bUK£5.8b11.9x31.7x0.8x
Wed, 13 Sep 2023UK£195.4bUK£222.0bUK£6.0b12.3x32.6x0.9x
Fri, 11 Aug 2023UK£201.7bUK£217.8bUK£6.8b12.4x29.8x0.9x
Sun, 09 Jul 2023UK£192.1bUK£213.9bUK£6.3b12.7x30.7x0.9x
Tue, 06 Jun 2023UK£202.5bUK£214.4bUK£6.2b14x32.5x0.9x
Thu, 04 May 2023UK£207.2bUK£208.0bUK£6.6b12.6x31.4x1x
Sat, 01 Apr 2023UK£197.5bUK£208.0bUK£7.1b12.2x28x0.9x
Mon, 27 Feb 2023UK£197.2bUK£207.1bUK£8.2b12.7x24.2x1x
Wed, 25 Jan 2023UK£196.1bUK£206.7bUK£8.4b12.8x23.4x0.9x
Fri, 23 Dec 2022UK£171.3bUK£202.9bUK£8.1b10.4x21.2x0.8x
Sun, 20 Nov 2022UK£173.3bUK£196.8bUK£8.2b9.9x21.3x0.9x
Tue, 18 Oct 2022UK£154.2bUK£194.9bUK£8.1b8x19.1x0.8x
Thu, 15 Sep 2022UK£168.3bUK£191.9bUK£8.7b10.1x19.4x0.9x
Sat, 13 Aug 2022UK£182.2bUK£190.5bUK£8.8b12x20.7x1x
Mon, 11 Jul 2022UK£165.4bUK£184.0bUK£8.2b11.5x20.1x0.9x
Wed, 08 Jun 2022UK£181.7bUK£185.6bUK£8.5b13.4x21.3x1x
Fri, 06 May 2022UK£175.4bUK£179.8bUK£7.6b14.1x23.2x1x
Sun, 03 Apr 2022UK£183.8bUK£177.1bUK£6.9b14.4x26.7x1x
Tue, 01 Mar 2022UK£203.8bUK£185.0bUK£6.7b15.4x30.6x1.1x
Thu, 27 Jan 2022UK£216.2bUK£185.7bUK£6.4b16.7x33.7x1.2x
Sat, 25 Dec 2021UK£237.6bUK£186.2bUK£6.4b18.2x37.2x1.3x
Price to Earnings Ratio

37.2x


Total Market Cap: UK£237.6bTotal Earnings: UK£6.4bTotal Revenue: UK£186.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 28.9x202220232024
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 28.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 5.5% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary sector?

GB Market-1.36%
Consumer Discretionary-1.47%
Consumer Services2.63%
General Merchandise and Department Stores0.46%
Online Retail and Ecommerce0%
Luxury-0.83%
Retail Distributors-1.03%
Hospitality-1.35%
Auto Components-1.86%
Leisure-2.65%
Consumer Durables-2.85%
Specialty Stores-3.00%
Auto-5.72%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 89.9x.
    • Analysts are expecting annual earnings growth of 24.1%, which is higher than its past year's earnings growth of 2.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 63% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 4.4% per year 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 GroupUK£99.421.9%
+UK£290.5m		40.1%PE31.3x
PSON PearsonUK£12.763.1%
+UK£255.7m		34.5%PE24.3x
CURY CurrysUK£0.9315.5%
+UK£136.0m		87.6%PE18.1x
NXT NEXTUK£98.060.9%
+UK£106.5m		21.0%PE14.4x
THG THGUK£0.5411.3%
+UK£83.3m		-37.8%PS0.4x
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