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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedNov 08, 2025
DataAggregated Company Financials
Companies115
  • 7D-2.4%
  • 3M-1.4%
  • 1Y-5.3%
  • YTD-4.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.0%, and Pearson contributed the most with a 6.5% decline. In contrast, InterContinental Hotels Group has gained 5.9%. However, the industry is down 5.8% over the past year. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 01 Jun 2023UK£200.1bUK£214.1bUK£6.3b13.4x31.7x0.9x
Sat, 29 Apr 2023UK£207.3bUK£207.9bUK£6.6b12.7x31.3x1x
Mon, 27 Mar 2023UK£190.0bUK£207.7bUK£7.0b11.7x27x0.9x
Wed, 22 Feb 2023UK£200.6bUK£207.0bUK£8.2b12.7x24.6x1x
Fri, 20 Jan 2023UK£191.3bUK£206.5bUK£8.5b11.8x22.5x0.9x
Sun, 18 Dec 2022UK£170.2bUK£203.0bUK£8.2b10.6x20.7x0.8x
Tue, 15 Nov 2022UK£174.7bUK£196.7bUK£8.1b9.9x21.6x0.9x
Price to Earnings Ratio

21.6x


Total Market Cap: UK£174.7bTotal Earnings: UK£8.1bTotal Revenue: UK£196.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30x202320242025
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 30.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 15% per year over the last three years,
  • Revenues have also declined 2.1% 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 Market-0.67%
Consumer Discretionary-2.36%
Auto Components0.22%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-1.18%
Consumer Durables-1.19%
Retail Distributors-1.32%
Hospitality-1.61%
Specialty Stores-3.83%
Leisure-3.92%
Auto-5.88%
Consumer Services-6.48%
Luxury-6.61%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 108x.
    • Analysts are expecting annual earnings growth of 23.4%, which is higher than its past year's earnings growth of 4.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 74% over the next 5 years.
  • In contrast, the Consumer Services industry is expected to see its earnings grow by 2.5% 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£97.385.9%
+UK£811.6m		5.2%PE25.8x
TRN TrainlineUK£2.592.8%
+UK£44.1m		-34.4%PE14.3x
PPH PPHE Hotel GroupUK£14.883.9%
+UK£23.4m		23.0%PE28.4x
WOSG Watches of Switzerland GroupUK£4.012.2%
+UK£20.8m		-6.5%PE17.7x
KGF KingfisherUK£3.100.4%
+UK£20.6m		7.0%PE28.8x

Latest News

SNWS
UK£0.67
Smiths News
7D
9.2%
1Y
8.1%

Smiths News' (LON:SNWS) Shareholders Will Receive A Bigger Dividend Than Last Year

Nov 07
Smiths News' (LON:SNWS) Shareholders Will Receive A Bigger Dividend Than Last Year
BRBY
UK£11.47
Burberry Group
7D
-7.3%
1Y
42.5%

BRBY: Recovery In Europe And China Will Guide Measured Upside

Narrative Update on Burberry Group The analyst price target for Burberry Group has increased from £12.00 to £15.00, as analysts cite improving signs in the European luxury market and potential upside from a recovery in China. Analyst Commentary Following the recent upgrade and revised price target, analysts have shared a spectrum of views on the outlook for Burberry Group, focusing both on areas of optimism and ongoing caution.
PSON
UK£9.91
Pearson
7D
-6.5%
1Y
-17.7%
TRN
UK£2.59
Trainline
7D
2.8%
1Y
-34.4%
WOSG
UK£4.01
Watches of Switzerland Group
7D
2.2%
1Y
-6.5%
IHG
UK£97.38
InterContinental Hotels Group
7D
5.9%
1Y
5.2%

Returns On Capital Are A Standout For InterContinental Hotels Group (LON:IHG)

Nov 06
Returns On Capital Are A Standout For InterContinental Hotels Group (LON:IHG)
ENT
UK£7.31
Entain
7D
-7.7%
1Y
-2.2%

ENT: Recent Earnings Guidance Expected To Drive Further Share Price Gains

Entain's consensus analyst price target saw mixed adjustments, with recent changes reflecting both increases and a notable reduction to 1,300 GBp. Analysts reassessed their outlook based on updated growth estimates and sector dynamics. Analyst Commentary Analysts recently provided updated perspectives on Entain's valuation, citing a range of factors that contributed to both upward and downward revisions to target prices.
TUNE
UK£2.40
Focusrite
7D
11.6%
1Y
0%
BME
UK£1.64
B&M European Value Retail
7D
-8.9%
1Y
-57.3%

BME: Leadership Transition And Index Removal Will Shape Future Performance

Analysts have marginally lowered their price target on B&M European Value Retail to £2.96 from £2.99, citing modest shifts in projected revenue growth and profit margins. What's in the News Chief Financial Officer Mike Schmidt has announced his intention to step down, and a successor search is underway.
FRAS
UK£6.98
Frasers Group
7D
-4.3%
1Y
-7.8%

Investors Will Want Frasers Group's (LON:FRAS) Growth In ROCE To Persist

Nov 03
Investors Will Want Frasers Group's (LON:FRAS) Growth In ROCE To Persist
CPG
UK£25.05
Compass Group
7D
-0.6%
1Y
-4.1%

CPG: Lower Discount Rate Will Unlock Future Operational Synergies From Acquisitions

Analysts have raised their price target on Compass Group slightly. The target has increased from $28.10 to $28.12, citing incremental improvements in projected revenue growth and profit margins.
BWY
UK£26.34
Bellway
7D
0.4%
1Y
-1.1%

Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.49

Oct 31
Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.49
KGF
UK£3.10
Kingfisher
7D
0.4%
1Y
7.0%

A Look At The Fair Value Of Kingfisher plc (LON:KGF)

Oct 28
A Look At The Fair Value Of Kingfisher plc (LON:KGF)
JD.
UK£0.84
JD Sports Fashion
7D
-9.4%
1Y
-30.1%

Share Buybacks And Improved Sector Views Will Shape Retailer’s Next Chapter

JD Sports Fashion has seen its analyst price target increase modestly, with the consensus rising to £1.04 from £0.95 as analysts cite improved fair value assumptions and more optimistic sector sentiment. Analyst Commentary Recent street research on JD Sports Fashion reflects a mix of optimistic and cautious sentiment among analysts regarding the company’s valuation and outlook.
GAW
UK£153.00
Games Workshop Group
7D
-4.0%
1Y
28.4%
PPH
UK£14.88
PPHE Hotel Group
7D
3.9%
1Y
23.0%