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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies114
  • 7D1.2%
  • 3M-6.6%
  • 1Y-16.4%
  • YTD-7.9%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably InterContinental Hotels Group gained 3.7%. As for the longer term, the industry has declined 18% in the last year. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 May 2026UK£153.2bUK£198.4bUK£6.2b13.2x24.7x0.8x
Sat, 18 Apr 2026UK£153.8bUK£195.6bUK£6.0b12.7x25.5x0.8x
Mon, 16 Mar 2026UK£139.5bUK£183.6bUK£5.2b13.5x26.7x0.8x
Wed, 11 Feb 2026UK£146.3bUK£180.9bUK£5.3b14.6x27.5x0.8x
Fri, 09 Jan 2026UK£155.2bUK£185.7bUK£5.2b15.3x29.9x0.8x
Sun, 07 Dec 2025UK£156.5bUK£186.2bUK£5.2b15.5x29.9x0.8x
Tue, 04 Nov 2025UK£155.0bUK£183.5bUK£4.9b15.8x31.8x0.8x
Thu, 02 Oct 2025UK£158.2bUK£184.6bUK£5.0b15.4x32x0.9x
Sat, 30 Aug 2025UK£154.6bUK£182.4bUK£4.9b15.4x31.7x0.8x
Mon, 28 Jul 2025UK£163.5bUK£184.1bUK£4.9b15.6x33.4x0.9x
Wed, 25 Jun 2025UK£159.7bUK£183.7bUK£4.9b16.9x32.6x0.9x
Fri, 23 May 2025UK£165.0bUK£184.0bUK£4.9b16.9x33.5x0.9x
Sun, 20 Apr 2025UK£153.3bUK£182.9bUK£4.8b15.8x32x0.8x
Tue, 18 Mar 2025UK£154.6bUK£186.8bUK£5.5b14.6x28.2x0.8x
Thu, 13 Feb 2025UK£165.2bUK£190.5bUK£5.4b15.4x30.8x0.9x
Sat, 11 Jan 2025UK£157.9bUK£191.5bUK£5.4b15.4x29.1x0.8x
Mon, 09 Dec 2024UK£170.1bUK£190.0bUK£5.3b16.1x31.8x0.9x
Wed, 06 Nov 2024UK£168.7bUK£189.1bUK£5.9b16.3x28.5x0.9x
Fri, 04 Oct 2024UK£170.3bUK£189.6bUK£6.0b17.4x28.1x0.9x
Sun, 01 Sep 2024UK£169.0bUK£189.0bUK£6.4b16.4x26.6x0.9x
Tue, 30 Jul 2024UK£167.9bUK£191.5bUK£6.2b16.3x27.1x0.9x
Thu, 27 Jun 2024UK£158.0bUK£193.1bUK£6.4b15.2x24.6x0.8x
Sat, 25 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Mon, 22 Apr 2024UK£185.7bUK£204.8bUK£5.3b15.4x34.8x0.9x
Wed, 20 Mar 2024UK£189.4bUK£205.1bUK£6.3b15x30x0.9x
Fri, 16 Feb 2024UK£192.6bUK£204.1bUK£6.3b14.5x30.5x0.9x
Sun, 14 Jan 2024UK£193.1bUK£224.0bUK£6.6b14x29.1x0.9x
Tue, 12 Dec 2023UK£193.9bUK£224.3bUK£6.1b13.9x31.7x0.9x
Thu, 09 Nov 2023UK£186.1bUK£223.5bUK£6.1b12.3x30.5x0.8x
Sat, 07 Oct 2023UK£186.5bUK£223.6bUK£5.8b12.2x32.2x0.8x
Mon, 04 Sep 2023UK£195.4bUK£221.9bUK£6.1b12.7x32.3x0.9x
Wed, 02 Aug 2023UK£202.9bUK£216.6bUK£6.6b12.5x30.8x0.9x
Fri, 30 Jun 2023UK£198.0bUK£214.6bUK£6.2b12.6x32.1x0.9x
Sun, 28 May 2023UK£201.6bUK£214.2bUK£6.3b13.3x31.9x0.9x
Price to Earnings Ratio

31.9x


Total Market Cap: UK£201.6bTotal Earnings: UK£6.3bTotal Revenue: UK£214.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.5x202420252026
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 24.5x which is lower than its 3-year average PE of 30.5x.
  • 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 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 Market0.52%
Consumer Discretionary1.19%
Specialty Stores7.49%
Auto Components4.44%
Consumer Services4.18%
General Merchandise and Department Stores3.44%
Online Retail and Ecommerce0%0
Retail Distributors-0.35%
Hospitality-0.55%
Consumer Durables-0.63%
Luxury-0.93%
Leisure-2.60%
Auto-4.59%
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 29.7%, 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 82% 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
IHG InterContinental Hotels GroupUS$155.153.7%
+US$820.3m		32.1%PE30.5x
NXT NEXTUK£129.553.7%
+UK£528.5m		1.3%PE16.8x
JD. JD Sports FashionUK£0.7611.3%
+UK£373.5m		-8.3%PE8.5x
WOSG Watches of Switzerland GroupUK£6.8328.5%
+UK£353.5m		68.1%PE23x
WTB WhitbreadUK£24.266.8%
+UK£259.1m		-15.4%PE19x

Latest News

IHG
US$155.15
InterContinental Hotels Group
7D
3.7%
1Y
32.1%
CURY
UK£1.43
Currys
7D
14.6%
1Y
14.4%
WTB
UK£24.26
Whitbread
7D
6.8%
1Y
-15.4%
WOSG
UK£6.83
Watches of Switzerland Group
7D
28.5%
1Y
68.1%
BRBY
UK£11.30
Burberry Group
7D
-2.8%
1Y
12.4%
AML
UK£0.45
Aston Martin Lagonda Global Holdings
7D
-4.6%
1Y
-42.1%
JD.
UK£0.76
JD Sports Fashion
7D
11.3%
1Y
-8.3%
Analysis Article • May 15

JD Sports Fashion's (LON:JD.) Soft Earnings Don't Show The Whole Picture

JD Sports Fashion Plc's ( LON:JD. ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
VTY
UK£2.63
Vistry Group
7D
-7.8%
1Y
-56.2%
BWY
UK£18.59
Bellway
7D
-1.2%
1Y
-31.5%
GYM
UK£1.80
Gym Group
7D
-5.8%
1Y
25.5%
CPG
US$31.67
Compass Group
7D
-2.3%
1Y
-12.3%
GAW
UK£188.50
Games Workshop Group
7D
-2.6%
1Y
17.2%
NXT
UK£129.55
NEXT
7D
3.7%
1Y
1.3%
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.
PSON
UK£11.29
Pearson
7D
3.6%
1Y
-7.3%
PPH
UK£15.50
PPHE Hotel Group
7D
-2.8%
1Y
10.4%
Narrative Update • May 02

PPH: Freehold Repurchase And Dividend Progress Will Shape Future Returns

Analysts have nudged their price target on PPHE Hotel Group slightly lower to £18.33, reflecting small revisions to revenue growth assumptions, profit margin expectations, and the forward P/E multiple. What's in the News PPHE Hotel Group agreed to repurchase the freehold interest in Park Plaza London Waterloo, reversing an earlier sale and leaseback arrangement on the 494 room hotel that was originally sold for £161.5m with a 199 year lease and inflation linked rent obligations (Key Developments).
FRAS
UK£7.12
Frasers Group
7D
6.4%
1Y
0.2%
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...