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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies116
  • 7D-0.3%
  • 3M0.6%
  • 1Y-3.7%
  • YTD-4.1%

The Consumer Discretionary is pretty flat in the last 7 days, but Whitbread has stood out, gaining 4.3%. Unfortunately though, the industry is down 3.7% over the past 12 months. Looking forward, earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025UK£152.3bUK£185.5bUK£5.2b15x29.4x0.8x
Sat, 22 Nov 2025UK£151.1bUK£184.9bUK£4.9b15.6x30.7x0.8x
Mon, 20 Oct 2025UK£154.9bUK£182.9bUK£5.0b16.5x31.1x0.8x
Wed, 17 Sep 2025UK£153.9bUK£182.0bUK£4.8b15x32.1x0.8x
Fri, 15 Aug 2025UK£156.8bUK£183.7bUK£4.6b15.5x33.9x0.9x
Sun, 13 Jul 2025UK£160.4bUK£184.3bUK£4.9b15.8x32.7x0.9x
Tue, 10 Jun 2025UK£161.7bUK£183.7bUK£4.9b16.9x33.2x0.9x
Thu, 08 May 2025UK£161.6bUK£182.3bUK£4.8b16.9x33.4x0.9x
Sat, 05 Apr 2025UK£146.3bUK£186.9bUK£4.9b15.3x29.9x0.8x
Mon, 03 Mar 2025UK£160.3bUK£189.9bUK£5.3b14.6x30.3x0.8x
Wed, 29 Jan 2025UK£160.9bUK£190.8bUK£5.4b15.4x29.6x0.8x
Fri, 27 Dec 2024UK£163.9bUK£190.6bUK£5.4b15.9x30.4x0.9x
Sun, 24 Nov 2024UK£164.9bUK£190.1bUK£5.7b15.9x29.1x0.9x
Tue, 22 Oct 2024UK£170.6bUK£189.5bUK£5.9b17.5x28.9x0.9x
Thu, 19 Sep 2024UK£174.1bUK£188.6bUK£6.3b16.9x27.7x0.9x
Sat, 17 Aug 2024UK£169.9bUK£191.4bUK£6.5b16.1x26x0.9x
Mon, 15 Jul 2024UK£164.0bUK£191.4bUK£6.3b16.2x26x0.9x
Wed, 12 Jun 2024UK£188.4bUK£202.7bUK£5.4b15.7x34.6x0.9x
Fri, 10 May 2024UK£193.8bUK£200.6bUK£5.2b16.6x37.3x1x
Sun, 07 Apr 2024UK£189.0bUK£205.0bUK£5.1b15.1x37.4x0.9x
Tue, 05 Mar 2024UK£191.2bUK£203.4bUK£6.2b15.1x30.7x0.9x
Thu, 01 Feb 2024UK£198.7bUK£223.5bUK£6.6b14.4x30.3x0.9x
Sat, 30 Dec 2023UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Mon, 27 Nov 2023UK£188.6bUK£223.6bUK£6.2b12.2x30.3x0.8x
Wed, 25 Oct 2023UK£180.8bUK£223.7bUK£6.0b11.9x30.2x0.8x
Fri, 22 Sep 2023UK£195.3bUK£223.0bUK£5.8b12.8x33.5x0.9x
Sun, 20 Aug 2023UK£191.3bUK£222.2bUK£6.0b12.2x31.7x0.9x
Tue, 18 Jul 2023UK£198.1bUK£214.1bUK£6.3b12.7x31.6x0.9x
Thu, 15 Jun 2023UK£200.5bUK£214.2bUK£6.2b13.5x32.2x0.9x
Sat, 13 May 2023UK£207.6bUK£212.3bUK£6.5b13.4x31.8x1x
Mon, 10 Apr 2023UK£195.0bUK£208.1bUK£7.1b12x27.6x0.9x
Wed, 08 Mar 2023UK£201.0bUK£209.8bUK£8.3b12.8x24.3x1x
Fri, 03 Feb 2023UK£203.1bUK£206.7bUK£8.2b12.8x24.8x1x
Sun, 01 Jan 2023UK£171.3bUK£202.9bUK£8.1b10.8x21.2x0.8x
Price to Earnings Ratio

21.2x


Total Market Cap: UK£171.3bTotal Earnings: UK£8.1bTotal Revenue: UK£202.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.4x202320242025
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 30.4x.
  • 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 14% per year over the last three years,
  • Revenues have also declined 2.9% 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 Market1.06%
Consumer Discretionary-0.26%
Hospitality0.41%
General Merchandise and Department Stores0.16%
Online Retail and Ecommerce0%0
Consumer Services-0.05%
Consumer Durables-0.25%
Auto Components-0.64%
Retail Distributors-0.65%
Specialty Stores-1.05%
Luxury-1.51%
Auto-2.37%
Leisure-3.35%
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 45.1%, which is higher than its past year's earnings decline of 32.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 75% 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
WTB WhitbreadUK£25.504.3%
+UK£177.0m		-13.8%PE17.1x
NXT NEXTUK£135.450.9%
+UK£145.2m		37.6%PE19.9x
CPG Compass GroupUK£23.700.2%
+UK£84.9m		-10.4%PE29.1x
COA Coats GroupUK£0.823.0%
+UK£46.0m		-13.0%PE25.4x
SSPG SSP GroupUK£2.042.2%
+UK£33.7m		14.0%PS0.4x

Latest News

WTB
UK£25.50
Whitbread
7D
4.3%
1Y
-13.8%
BME
UK£1.61
B&M European Value Retail
7D
-6.2%
1Y
-56.2%

These 4 Measures Indicate That B&M European Value Retail (LON:BME) Is Using Debt Extensively

Dec 24
These 4 Measures Indicate That B&M European Value Retail (LON:BME) Is Using Debt Extensively
PETS
UK£1.98
Pets at Home Group
7D
-4.6%
1Y
-6.0%
SMWH
UK£6.23
WH Smith
7D
-6.5%
1Y
-48.1%

Market Cool On WH Smith PLC's (LON:SMWH) Revenues

Dec 23
Market Cool On WH Smith PLC's (LON:SMWH) Revenues
KGF
UK£3.12
Kingfisher
7D
0.4%
1Y
25.8%

KGF: Higher Earnings Multiple Will Expose Shares To Execution Risks

Analysts have modestly lifted their price target on Kingfisher from £2.35 to £2.40, citing expectations for stronger revenue growth and a higher future earnings multiple, despite a slightly higher discount rate and marginally lower profit margins. Analyst Commentary Recent Street research continues to highlight a cautious stance on Kingfisher, even as some targets edge higher.
JD.
UK£0.83
JD Sports Fashion
7D
-1.8%
1Y
-12.5%

JD Sports Fashion (LON:JD.) Takes On Some Risk With Its Use Of Debt

Dec 21
JD Sports Fashion (LON:JD.) Takes On Some Risk With Its Use Of Debt
GRG
UK£16.83
Greggs
7D
-2.9%
1Y
-39.3%

GRG: Store Expansion And Brand Loyalty Will Drive Long-Term Upside

Our updated narrative for Greggs reduces the fair value estimate from 30.6 to 26.7 per share. This reflects analysts lowering their price targets by roughly GBp 420 and GBp 160 respectively, as they incorporate slightly slower multiple expansion despite broadly unchanged growth and margin expectations.
CPG
UK£23.70
Compass Group
7D
0.2%
1Y
-10.4%

There's Reason For Concern Over Compass Group PLC's (LON:CPG) Price

Dec 20
There's Reason For Concern Over Compass Group PLC's (LON:CPG) Price
GAW
UK£188.80
Games Workshop Group
7D
-3.4%
1Y
42.8%
FRAS
UK£6.70
Frasers Group
7D
-1.8%
1Y
8.9%
PSON
UK£10.54
Pearson
7D
0.5%
1Y
-17.6%

We Think Pearson (LON:PSON) Can Stay On Top Of Its Debt

Dec 16
We Think Pearson (LON:PSON) Can Stay On Top Of Its Debt
NXT
UK£135.45
NEXT
7D
0.9%
1Y
37.6%

Investors Should Be Encouraged By NEXT's (LON:NXT) Returns On Capital

Dec 15
Investors Should Be Encouraged By NEXT's (LON:NXT) Returns On Capital
SSPG
UK£2.04
SSP Group
7D
2.2%
1Y
14.0%

SSPG: Raised Earnings Outlook And Buyback Plan Will Support Upside

We trim our fair value estimate for SSP Group to £3.10 from £3.30 per share, reflecting analysts' reduced price targets following a more cautious view on margins and required returns, partly offset by still resilient revenue growth expectations and a higher assumed future P E multiple. Analyst Commentary Recent Street research remains constructive on SSP Group, even as some targets are recalibrated to reflect a more measured view on margins and the cost of capital.
BRBY
UK£12.53
Burberry Group
7D
-2.6%
1Y
29.3%

BRBY: European Luxury Recovery And China Demand Will Shape Future Outlook

Analysts have nudged our fair value estimate for Burberry Group modestly higher, reflecting a blended view of recent Street target moves, including Citi's slight trim to 1,570 GBp and Deutsche Bank's successive increases to 1,550 GBp as confidence in a nascent European luxury recovery improves. Analyst Commentary Street commentary around Burberry remains skewed to the positive, with recent target changes suggesting growing confidence in both the brand's execution and the broader luxury backdrop, albeit with a measure of caution on near term demand volatility.
FSTA
UK£7.18
Fuller Smith & Turner
7D
5.9%
1Y
14.3%
COA
UK£0.82
Coats Group
7D
3.0%
1Y
-13.0%

What Is Coats Group plc's (LON:COA) Share Price Doing?

Nov 29
What Is Coats Group plc's (LON:COA) Share Price Doing?