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

U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies116
  • 7D-5.0%
  • 3M-3.7%
  • 1Y-4.1%
  • YTD-4.9%

The Consumer Discretionary industry is down 5.0% over the last week with Vistry Group the worst performer, down 33%. Overall the industry is down 4.1% in 12 months. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Mar 2026UK£143.6bUK£182.8bUK£5.2b14.3x27.7x0.8x
Wed, 04 Feb 2026UK£145.4bUK£180.8bUK£5.3b14.2x27.3x0.8x
Fri, 02 Jan 2026UK£153.4bUK£185.6bUK£5.2b15.3x29.6x0.8x
Sun, 30 Nov 2025UK£153.1bUK£186.2bUK£5.1b15.2x30x0.8x
Tue, 28 Oct 2025UK£159.8bUK£183.1bUK£5.0b16.5x32.1x0.9x
Thu, 25 Sep 2025UK£154.3bUK£183.7bUK£4.9b15.3x31.3x0.8x
Sat, 23 Aug 2025UK£159.3bUK£183.8bUK£4.6b15.5x34.4x0.9x
Mon, 21 Jul 2025UK£160.2bUK£184.2bUK£4.9b15.8x32.7x0.9x
Wed, 18 Jun 2025UK£161.3bUK£184.2bUK£4.9b17.2x32.7x0.9x
Fri, 16 May 2025UK£164.5bUK£183.5bUK£4.8b17x34.1x0.9x
Sun, 13 Apr 2025UK£148.0bUK£186.4bUK£4.9b15.9x30.2x0.8x
Tue, 11 Mar 2025UK£155.2bUK£186.9bUK£5.6b14.3x27.9x0.8x
Thu, 06 Feb 2025UK£164.3bUK£190.6bUK£5.4b15.4x30.6x0.9x
Sat, 04 Jan 2025UK£162.5bUK£190.8bUK£5.4b15.8x30.1x0.9x
Mon, 02 Dec 2024UK£166.7bUK£190.0bUK£5.4b15.7x30.9x0.9x
Wed, 30 Oct 2024UK£169.9bUK£189.4bUK£5.9b16.3x28.8x0.9x
Fri, 27 Sep 2024UK£173.6bUK£188.3bUK£6.2b17.5x27.9x0.9x
Sun, 25 Aug 2024UK£170.9bUK£188.8bUK£6.4b16.8x26.9x0.9x
Tue, 23 Jul 2024UK£163.4bUK£191.4bUK£6.2b15.8x26.4x0.9x
Thu, 20 Jun 2024UK£160.4bUK£192.9bUK£6.4b15.2x24.9x0.8x
Sat, 18 May 2024UK£196.3bUK£211.3bUK£6.0b15.7x33x0.9x
Mon, 15 Apr 2024UK£188.5bUK£205.0bUK£5.4b15.6x35.1x0.9x
Wed, 13 Mar 2024UK£192.4bUK£205.1bUK£5.9b15.7x32.5x0.9x
Fri, 09 Feb 2024UK£191.7bUK£204.0bUK£6.3b14.3x30.3x0.9x
Sun, 07 Jan 2024UK£194.2bUK£224.0bUK£6.6b14.1x29.3x0.9x
Tue, 05 Dec 2023UK£189.0bUK£223.8bUK£6.2b12.6x30.5x0.8x
Thu, 02 Nov 2023UK£182.9bUK£223.7bUK£6.0b12x30.6x0.8x
Sat, 30 Sep 2023UK£190.4bUK£223.3bUK£5.8b12.7x32.7x0.9x
Mon, 28 Aug 2023UK£192.0bUK£222.5bUK£6.0b12.4x31.8x0.9x
Wed, 26 Jul 2023UK£201.0bUK£214.1bUK£6.3b12.3x32.1x0.9x
Fri, 23 Jun 2023UK£198.5bUK£214.6bUK£6.2b13.2x32.2x0.9x
Sun, 21 May 2023UK£208.1bUK£213.5bUK£6.3b13.5x33x1x
Tue, 18 Apr 2023UK£201.3bUK£208.2bUK£7.1b12.6x28.5x1x
Thu, 16 Mar 2023UK£188.3bUK£210.0bUK£8.0b12x23.5x0.9x
Price to Earnings Ratio

23.5x


Total Market Cap: UK£188.3bTotal Earnings: UK£8.0bTotal Revenue: UK£210.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.8x202420252026
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 30.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
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 4.5% 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-5.72%
Consumer Discretionary-4.95%
Consumer Services1.43%
Online Retail and Ecommerce0%0
Hospitality-0.60%
General Merchandise and Department Stores-4.01%
Leisure-4.06%
Luxury-4.26%
Retail Distributors-7.92%
Auto Components-7.96%
Specialty Stores-8.02%
Auto-9.03%
Consumer Durables-13.98%
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 41.9%, which is higher than its past year's earnings decline of 0.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 78% 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
CPG Compass GroupUK£22.831.3%
+UK£510.1m		-12.9%PE27.8x
PSON PearsonUK£9.792.5%
+UK£147.3m		-23.5%PE18.4x
GRG GreggsUK£16.625.8%
+UK£92.3m		-10.3%PE13.8x
ENT EntainUK£5.752.2%
+UK£78.0m		-13.0%PS0.7x
TRN TrainlineUK£1.933.9%
+UK£23.5m		-35.9%PE9.9x

Latest News

BWY
UK£22.98
Bellway
7D
-15.0%
1Y
3.5%
PSN
UK£12.24
Persimmon
7D
-16.3%
1Y
4.5%
IHG
US$128.40
InterContinental Hotels Group
7D
-2.6%
1Y
9.4%
TW.
UK£0.96
Taylor Wimpey
7D
-12.7%
1Y
-14.5%
ENT
UK£5.75
Entain
7D
2.2%
1Y
-13.0%
GRG
UK£16.62
Greggs
7D
5.8%
1Y
-10.3%

GRG: Store Expansion And Brand Loyalty Will Support Upside As Rating Support Persists

The updated analyst price target on Greggs moves from £24.90 to £22.00, as analysts incorporate slightly higher discount rates and a lower future P/E multiple while keeping their revenue growth and margin expectations steady in recent research updates. Analyst Commentary Recent research on Greggs points to analysts reassessing their valuation frameworks rather than making abrupt shifts in their fundamental views.
KGF
UK£3.15
Kingfisher
7D
-13.0%
1Y
17.2%

KGF: Higher Fair Value Views Will Support Cautious Earnings Outlook

Analysts have nudged their Kingfisher price target higher to £3.30 from £2.95, reflecting updated views on fair value assumptions and earnings potential. Analyst Commentary Recent research points to a higher assessed fair value for Kingfisher, even as some analysts stay cautious on the shares.
VTY
UK£4.22
Vistry Group
7D
-37.0%
1Y
-30.1%
VARE
UK£0.15
Various Eateries
7D
13.0%
1Y
-3.2%
BTRW
UK£3.03
Barratt Redrow
7D
-14.6%
1Y
-29.1%

BTRW: Dividend Discipline And Leadership Transition Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been revised to £4.71 per share, reflecting a modest pullback from recent Street targets such as £4.70 and £4.30 as analysts adjust their assumptions for discount rates and earnings multiples. Analyst Commentary Recent Street research around Barratt Redrow has focused on recalibrating price targets rather than making extreme calls on the shares.
TRN
UK£1.93
Trainline
7D
3.9%
1Y
-35.9%

TRN: Leadership Transition And Share Buyback Plans Will Support Future Re Rating

Analysts have modestly reduced their price targets on Trainline, with recent Street research updates moving targets to £2.15 and £3.10. These changes reflect adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E expectations.
PSON
UK£9.79
Pearson
7D
2.5%
1Y
-23.5%
CPG
UK£22.83
Compass Group
7D
1.3%
1Y
-12.9%

CPG: Premium P/E Framework Will Reward Execution On Revenue Mix And Margins

Analysts have trimmed their price target on Compass Group by £1.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E following recent research such as the latest target change from RBC Capital. Analyst Commentary Bullish Takeaways Bullish analysts view the £1.00 trim to the price target as a fine tuning of valuation inputs rather than a fundamental reset of the Compass Group equity story.
EVOK
UK£0.29
Evoke
7D
2.0%
1Y
-56.9%

EVOK: Future Upside Will Depend On UK Gaming Tax Headwinds

Analysts have trimmed their fair value estimate for Evoke from about £0.48 to roughly £0.34 per share. This reflects recent price target cuts tied to higher UK gaming taxes and cautious views from the Street on future profitability and valuation multiples.
NXT
UK£127.65
NEXT
7D
-3.6%
1Y
28.3%

NXT: Future Cash Returns Will Rely On Elevated Earnings Guidance Execution

Analysts have nudged their average price target for NEXT higher to £18,000, up from £17,800, citing refreshed research that supports their existing positive stance on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see the higher £18,000 price target as a signal that the current share price still leaves room for upside on their models, even after recent strength in the name.
MEX
UK£0.77
Tortilla Mexican Grill
7D
10.1%
1Y
64.5%