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

U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMay 25, 2026
DataAggregated Company Financials
Companies113
  • 7D0.7%
  • 3M-6.6%
  • 1Y-15.1%
  • YTD-7.5%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably NEXT gained 3.6%. As for the longer term, the industry has declined 15% 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
Mon, 25 May 2026UK£153.6bUK£198.4bUK£6.2b13.2x24.6x0.8x
Wed, 22 Apr 2026UK£153.2bUK£195.6bUK£6.0b12.7x25.5x0.8x
Fri, 20 Mar 2026UK£132.4bUK£183.2bUK£5.2b12.5x25.3x0.7x
Sun, 15 Feb 2026UK£145.9bUK£181.4bUK£5.4b14.2x27.2x0.8x
Tue, 13 Jan 2026UK£155.6bUK£185.6bUK£5.2b15.4x30x0.8x
Thu, 11 Dec 2025UK£149.5bUK£186.2bUK£5.2b15.5x28.6x0.8x
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
Price to Earnings Ratio

31.7x


Total Market Cap: UK£200.1bTotal Earnings: UK£6.3bTotal Revenue: UK£214.1bTotal 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 24.6x 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 0.86x.
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 Market1.53%
Consumer Discretionary0.68%
Leisure5.72%
Specialty Stores5.41%
General Merchandise and Department Stores3.66%
Consumer Durables3.18%
Auto Components2.87%
Retail Distributors2.73%
Luxury2.47%
Consumer Services0.05%
Online Retail and Ecommerce0%0
Hospitality-3.26%
Auto-5.00%
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 81.9%, 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 82% 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
NXT NEXTUK£130.953.6%
+UK£528.5m		1.6%PE16.9x
GAW Games Workshop GroupUK£205.605.8%
+UK£370.1m		33.2%PE32.9x
KGF KingfisherUK£2.925.6%
+UK£261.6m		-1.0%PE20x
IHG InterContinental Hotels GroupUS$152.351.3%
+US$290.8m		31.3%PE30x
JD. JD Sports FashionUK£0.785.7%
+UK£201.6m		-6.0%PE8.6x

Latest News

PSON
UK£11.32
Pearson
7D
-0.4%
1Y
-6.6%
Narrative Update • May 24

PSON: AI Partnerships And Buybacks Will Support Balanced Long Term Cash Returns

Narrative Update on Pearson Pearson's analyst price target has been nudged higher to £11.83, with analysts citing model updates that fine tune revenue and margin assumptions and bring valuation multiples in line with broader media peers. Analyst Commentary Recent Street research around Pearson reflects a mix of optimism and caution, with price targets adjusted in both directions as analysts refresh models after the latest reported results and align valuation multiples with broader media peers.
JD.
UK£0.78
JD Sports Fashion
7D
5.7%
1Y
-6.0%
Narrative Update • May 24

JD.: Softer Outlook And Higher Risk Will Shape Returns Despite Capital Returns

JD Sports Fashion's updated analyst price target has been trimmed to £0.75. Analysts point to a lower fair value estimate, a higher discount rate, softer revenue growth and profit margin assumptions, and a higher future P/E multiple underpinning recent target reductions from around £0.86 toward £0.83.
NXT
UK£130.95
NEXT
7D
3.6%
1Y
1.6%
CPG
US$31.13
Compass Group
7D
-4.9%
1Y
-14.3%
Analysis Article • May 23

With EPS Growth And More, Compass Group (LON:CPG) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
MAB
UK£2.31
Mitchells & Butlers
7D
-8.2%
1Y
-18.7%
NXQ
UK£0.52
Nexteq
7D
-21.4%
1Y
-21.4%
PTEC
UK£3.55
Playtech
7D
-1.1%
1Y
9.4%
GAW
UK£205.60
Games Workshop Group
7D
5.8%
1Y
33.2%
KGF
UK£2.92
Kingfisher
7D
5.6%
1Y
-1.0%
IHG
US$152.35
InterContinental Hotels Group
7D
1.3%
1Y
31.3%
CURY
UK£1.44
Currys
7D
14.2%
1Y
16.2%
COA
UK£0.81
Coats Group
7D
-3.0%
1Y
4.7%
PSN
UK£10.94
Persimmon
7D
5.1%
1Y
-17.3%
Narrative Update • May 19

PSN: Strong Order Book And 2026 Completions Should Support Premium Earnings Multiple

Analysts have trimmed their fair value estimate for Persimmon slightly to £18.00, reflecting updated assumptions for revenue growth, margins and discount rate, while still applying a higher future P/E multiple in light of recent price target adjustments from the Street. Analyst Commentary Recent Street research on Persimmon has been mixed, with some cautious updates and a few more constructive views on the stock's potential.
GYM
UK£1.82
Gym Group
7D
-3.7%
1Y
27.8%
BTRW
UK£2.55
Barratt Redrow
7D
4.8%
1Y
-44.3%
Narrative Update • May 03

BTRW: Leadership Transition And Trimmed Assumptions Will Shape Future Upside Potential

The analyst price target for Barratt Redrow has been reduced by £0.08, as fair value, growth and margin assumptions have been trimmed in response to recent target cuts and rating changes from several firms, even as one set of analysts moved to a more constructive stance. Analyst Commentary Recent Street research on Barratt Redrow has focused on recalibrating fair value and ratings, with several firms adjusting price targets in light of updated expectations for growth and margins.
SUP
UK£1.57
Supreme
7D
-3.4%
1Y
-7.4%