Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies114
  • 7D0.9%
  • 3M11.2%
  • 1Y-9.0%
  • YTD-3.4%

Last week, the Consumer Discretionary industry hasn't moved much but NEXT is up 3.5% in that time. As for the longer term, the industry has declined 9.0% in the last year. 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
Fri, 26 Jun 2026UK£160.3bUK£198.9bUK£6.2b13.9x25.9x0.8x
Sun, 24 May 2026UK£153.6bUK£198.4bUK£6.2b13.2x24.6x0.8x
Tue, 21 Apr 2026UK£152.2bUK£195.6bUK£6.0b12.5x25.3x0.8x
Thu, 19 Mar 2026UK£136.9bUK£183.6bUK£5.2b13.4x26.2x0.7x
Sat, 14 Feb 2026UK£145.9bUK£181.4bUK£5.4b14.2x27.2x0.8x
Mon, 12 Jan 2026UK£155.5bUK£185.8bUK£5.2b15.3x29.9x0.8x
Wed, 10 Dec 2025UK£150.0bUK£186.2bUK£5.2b15.3x28.6x0.8x
Fri, 07 Nov 2025UK£153.2bUK£184.7bUK£4.9b15.3x31.1x0.8x
Sun, 05 Oct 2025UK£156.7bUK£182.5bUK£5.0b15.4x31.4x0.9x
Tue, 02 Sep 2025UK£154.4bUK£182.4bUK£4.9b15.6x31.7x0.8x
Thu, 31 Jul 2025UK£161.1bUK£184.3bUK£4.8b15.9x33.2x0.9x
Sat, 28 Jun 2025UK£163.2bUK£183.5bUK£4.8b16.9x33.8x0.9x
Mon, 26 May 2025UK£164.2bUK£183.7bUK£4.9b17.3x33.4x0.9x
Wed, 23 Apr 2025UK£153.7bUK£182.8bUK£4.8b15.5x32.1x0.8x
Fri, 21 Mar 2025UK£151.2bUK£186.9bUK£5.4b15.2x27.8x0.8x
Sun, 16 Feb 2025UK£165.6bUK£189.9bUK£5.4b15.5x30.9x0.9x
Tue, 14 Jan 2025UK£156.8bUK£190.8bUK£5.4b15.4x28.9x0.8x
Thu, 12 Dec 2024UK£169.7bUK£189.9bUK£5.3b16.2x31.8x0.9x
Sat, 09 Nov 2024UK£166.4bUK£189.4bUK£5.9b16.3x28x0.9x
Mon, 07 Oct 2024UK£170.6bUK£189.6bUK£6.1b17.5x28.2x0.9x
Wed, 04 Sep 2024UK£170.7bUK£189.0bUK£6.4b16.3x26.8x0.9x
Fri, 02 Aug 2024UK£170.8bUK£191.9bUK£6.1b16.5x28x0.9x
Sun, 30 Jun 2024UK£157.9bUK£192.3bUK£6.3b15.9x24.9x0.8x
Tue, 28 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Thu, 25 Apr 2024UK£188.0bUK£204.6bUK£5.3b15.6x35.4x0.9x
Sat, 23 Mar 2024UK£194.4bUK£205.0bUK£5.9b15.1x32.9x0.9x
Mon, 19 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Wed, 17 Jan 2024UK£193.9bUK£224.0bUK£6.6b13.9x29.2x0.9x
Fri, 15 Dec 2023UK£197.2bUK£224.3bUK£6.1b14.4x32.3x0.9x
Sun, 12 Nov 2023UK£184.7bUK£223.9bUK£6.1b12.3x30.2x0.8x
Tue, 10 Oct 2023UK£184.3bUK£223.6bUK£5.8b11.8x31.8x0.8x
Thu, 07 Sep 2023UK£192.6bUK£222.0bUK£6.0b12.5x31.9x0.9x
Sat, 05 Aug 2023UK£201.7bUK£216.2bUK£6.5b12.1x31x0.9x
Mon, 03 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Price to Earnings Ratio

32.5x


Total Market Cap: UK£200.0bTotal 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 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 2.5% 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 Market-0.91%
Consumer Discretionary0.86%
Leisure6.57%
General Merchandise and Department Stores4.16%
Consumer Durables3.37%
Online Retail and Ecommerce0%0
Specialty Stores-0.0024%
Hospitality-0.44%
Consumer Services-0.65%
Retail Distributors-2.14%
Luxury-2.86%
Auto Components-5.14%
Auto-7.32%
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 76.8%, 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 77% 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
BTRW Barratt RedrowUK£2.9411.4%
+UK£423.0m		-36.9%PE19.1x
GAW Games Workshop GroupUK£217.005.3%
+UK£363.5m		36.2%PE34.7x
NXT NEXTUK£147.151.9%
+UK£313.9m		18.6%PE18.9x
PSN PersimmonUK£11.297.5%
+UK£252.0m		-14.7%PE12.7x
BME B&M European Value RetailUK£2.0710.7%
+UK£201.0m		-22.7%PE12.7x

Latest News

BKG
UK£37.52
Berkeley Group Holdings
7D
5.9%
1Y
-2.8%
NXT
UK£147.15
NEXT
7D
1.9%
1Y
18.6%
BME
UK£2.07
B&M European Value Retail
7D
10.7%
1Y
-22.7%
THG
UK£0.30
THG
7D
-7.2%
1Y
-12.9%
BWY
UK£20.14
Bellway
7D
8.5%
1Y
-31.2%
Narrative Update • Jun 24

BWY: Future P/E Will Balance Rating Resets And Margin Execution Risks

The analyst fair value estimate for Bellway has been reduced from £19.00 to £17.20 as analysts trim price targets across the sector, citing softer revenue growth assumptions, lower margin expectations and a higher implied future P/E multiple despite generally maintained positive ratings. Analyst Commentary on Bellway Recent research on Bellway points to a more cautious stance from several bearish analysts, even where positive ratings are maintained.
PSN
UK£11.29
Persimmon
7D
7.5%
1Y
-14.7%
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.
BTRW
UK£2.94
Barratt Redrow
7D
11.4%
1Y
-36.9%
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£10.83
Burberry Group
7D
-5.6%
1Y
0.8%
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$32.22
Compass Group
7D
-1.3%
1Y
-4.3%
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.
JD.
UK£0.85
JD Sports Fashion
7D
-1.7%
1Y
4.4%
Narrative Update • Jun 22

JD.: Cautious Outlook Will Prioritise Dividend Payouts Over Upside Potential

Analysts have trimmed their average price target for JD Sports Fashion to £0.83, a reduction of £0.03, as they factor in updated assumptions on growth, margins and valuation multiples reflected in recent research. Analyst Commentary Recent research on JD Sports Fashion highlights a more cautious tone, with the reduced average price target to £0.83 reflecting reassessments of growth prospects, execution risks and how the stock is valued against those assumptions.
WOSG
UK£7.08
Watches of Switzerland Group
7D
-2.1%
1Y
78.4%
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.
PPH
UK£16.72
PPHE Hotel Group
7D
-16.4%
1Y
5.8%
Narrative Update • Jun 22

PPH: Freehold Purchase And Higher Margins Will Support Future Upside Potential

Analysts have nudged their price target for PPHE Hotel Group to £20.50 per share, a slight adjustment that reflects updated assumptions for revenue trends, profit margins, a higher future P/E multiple and a modestly lower discount rate. What’s in the News for PPHE Hotel Group Fattal Hotels cancelled its proposed acquisition of the remaining 96.03% stake in PPHE Hotel Group on June 19, 2026, ending an offer that had been valued at £880 million, or £22 per share, subject to conditions.
GAW
UK£217.00
Games Workshop Group
7D
5.3%
1Y
36.2%
INCH
UK£7.96
Inchcape
7D
-2.2%
1Y
10.4%
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£25.27
Whitbread
7D
4.8%
1Y
-9.2%
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.
PTEC
UK£2.97
Playtech
7D
-6.1%
1Y
-19.0%
Narrative Update • Jun 11

PTEC: Future Upside Will Rely On Repriced Earnings Power And Buyback Execution

Analysts have lifted the fair value estimate for Playtech from £6.90 to about £7.59, reflecting a series of recent price target increases. These include Deutsche Bank's move to £4.60 and other upward revisions from Jefferies and Citi, supported by updated views on discount rates, revenue growth, profit margins and future P/E assumptions.