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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedDec 18, 2025
DataAggregated Company Financials
Companies116
  • 7D2.1%
  • 3M0.9%
  • 1Y-4.5%
  • YTD-3.9%

The Consumer Discretionary is pretty flat in the last 7 days, but InterContinental Hotels Group has stood out, gaining 5.6%. As for the longer term, the industry has declined 5.3% in the last year. 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, 18 Dec 2025UK£152.7bUK£186.0bUK£5.2b15.1x29.3x0.8x
Sat, 15 Nov 2025UK£151.6bUK£184.8bUK£4.9b15.8x30.9x0.8x
Mon, 13 Oct 2025UK£153.3bUK£182.9bUK£5.0b15.5x30.8x0.8x
Wed, 10 Sep 2025UK£154.6bUK£182.4bUK£4.9b15.4x31.8x0.8x
Fri, 08 Aug 2025UK£159.6bUK£183.7bUK£4.7b15.9x34x0.9x
Sun, 06 Jul 2025UK£160.8bUK£183.9bUK£4.9b16.1x32.8x0.9x
Tue, 03 Jun 2025UK£163.0bUK£183.7bUK£4.9b17.5x33.2x0.9x
Thu, 01 May 2025UK£157.5bUK£182.3bUK£4.9b16x32.3x0.9x
Sat, 29 Mar 2025UK£152.6bUK£186.6bUK£4.9b16.3x31.3x0.8x
Mon, 24 Feb 2025UK£162.1bUK£189.7bUK£5.4b15.2x30.3x0.9x
Wed, 22 Jan 2025UK£161.1bUK£191.2bUK£5.4b15.5x29.6x0.8x
Fri, 20 Dec 2024UK£163.7bUK£190.5bUK£5.4b15.9x30.4x0.9x
Sun, 17 Nov 2024UK£165.0bUK£190.0bUK£5.6b16.4x29.4x0.9x
Tue, 15 Oct 2024UK£168.1bUK£189.7bUK£6.1b17.5x27.7x0.9x
Thu, 12 Sep 2024UK£170.5bUK£189.2bUK£6.3b16x27x0.9x
Sat, 10 Aug 2024UK£165.8bUK£192.1bUK£6.6b15.7x25.2x0.9x
Mon, 08 Jul 2024UK£160.7bUK£191.8bUK£6.3b16x25.4x0.8x
Wed, 05 Jun 2024UK£192.6bUK£202.4bUK£5.4b15.8x35.8x1x
Fri, 03 May 2024UK£187.5bUK£200.8bUK£5.2b16.3x36.4x0.9x
Sun, 31 Mar 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Tue, 27 Feb 2024UK£192.0bUK£204.0bUK£6.3b15.1x30.4x0.9x
Thu, 25 Jan 2024UK£196.0bUK£223.5bUK£6.6b14x29.9x0.9x
Sat, 23 Dec 2023UK£200.4bUK£224.0bUK£6.6b14.1x30.2x0.9x
Mon, 20 Nov 2023UK£189.4bUK£224.0bUK£6.1b12.6x31.1x0.8x
Wed, 18 Oct 2023UK£185.0bUK£223.6bUK£5.8b12.1x31.9x0.8x
Fri, 15 Sep 2023UK£198.0bUK£222.3bUK£6.1b12.6x32.4x0.9x
Sun, 13 Aug 2023UK£198.8bUK£217.7bUK£6.1b12.2x32.7x0.9x
Tue, 11 Jul 2023UK£193.4bUK£214.0bUK£6.2b12.7x31x0.9x
Thu, 08 Jun 2023UK£201.4bUK£214.4bUK£6.2b13.9x32.6x0.9x
Sat, 06 May 2023UK£206.0bUK£207.9bUK£6.6b12.6x31.2x1x
Mon, 03 Apr 2023UK£197.5bUK£208.0bUK£7.1b12.2x28x0.9x
Wed, 01 Mar 2023UK£199.4bUK£207.2bUK£8.2b12.8x24.3x1x
Fri, 27 Jan 2023UK£195.6bUK£206.7bUK£8.2b12.9x23.9x0.9x
Sun, 25 Dec 2022UK£171.2bUK£203.1bUK£8.1b10.6x21.2x0.8x
Price to Earnings Ratio

21.2x


Total Market Cap: UK£171.2bTotal Earnings: UK£8.1bTotal Revenue: UK£203.1bTotal 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 Market1.25%
Consumer Discretionary2.05%
Luxury5.79%
Consumer Durables3.25%
Auto Components3.12%
Specialty Stores2.41%
Consumer Services2.26%
Hospitality1.99%
Retail Distributors1.97%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.24%
Leisure-0.70%
Auto-0.94%
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 45.4%, 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 76% 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
IHG InterContinental Hotels GroupUK£105.057.4%
+UK£1.1b		4.5%PE28.2x
CPG Compass GroupUK£23.652.0%
+UK£780.7m		-11.5%PE28.8x
BRBY Burberry GroupUK£12.867.6%
+UK£326.9m		34.4%PS1.9x
JD. JD Sports FashionUK£0.857.2%
+UK£284.0m		-13.1%PE8.3x
BKG Berkeley Group HoldingsUK£39.246.2%
+UK£218.0m		-1.3%PE10.3x

Latest News

DEBS
UK£0.22
boohoo group
7D
-15.4%
1Y
-34.7%

DEBS: AI Rollout Will Support Margins While Sales Trends Remain Subdued

Narrative Update Analysts have nudged their price target for boohoo group slightly higher to reflect a modest uplift in estimated fair value to approximately £0.25 per share. This is supported by expectations of improved profit margins, despite slightly softer revenue growth assumptions and a higher future P/E multiple.
IHG
UK£105.05
InterContinental Hotels Group
7D
7.4%
1Y
4.5%
NXT
UK£134.20
NEXT
7D
-1.2%
1Y
35.6%

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
BTRW
UK£3.75
Barratt Redrow
7D
3.6%
1Y
-14.3%

BTRW: Margin Resilience And Cash Generation Will Support Future Share Performance

Analysts raised their price target for Barratt Redrow to a range of 530 to 575 GBp from 510 to 550 GBp, citing slightly lower growth assumptions offset by marginally stronger profit margin expectations and a modestly reduced discount rate that together support a higher valuation multiple. Analyst Commentary Recent target price increases from bullish analysts reflect confidence that Barratt Redrow can deliver on margin resilience and cash generation, even as top line growth expectations moderate.
BKG
UK£39.24
Berkeley Group Holdings
7D
6.2%
1Y
-1.3%

BKG: New CFO Appointment Will Support Future Earnings Resilience And Returns

Analysts have slightly lowered their price target for Berkeley Group Holdings to £43.04 from £43.47, citing modestly higher expected revenue growth, a lower anticipated future price-to-earnings multiple, and a marginally softer profit margin outlook. What's in the News Neil Eady has been appointed Chief Financial Officer of Berkeley Group Holdings, effective Monday, bringing more than two decades of experience in the property and development sector to the role (company announcement).
CPG
UK£23.65
Compass Group
7D
2.0%
1Y
-11.5%

CPG: Shares Will Benefit From Strengthened European Platform And Improved Returns Profile

Analysts have nudged their fair value estimate for Compass Group slightly lower to approximately $28.15 from about $28.38. This reflects a modestly higher discount rate, offset by stronger expected revenue growth and a higher future P/E multiple that support recent price target increases.
CARD
UK£0.71
Card Factory
7D
-26.6%
1Y
-25.4%

CARD: Share Buyback And Dividend Policy Will Support Future Upside Potential

Analysts have trimmed their price target on Card Factory from £2.15 to £1.85, citing a higher required discount rate and slightly lower margin expectations, despite upgraded revenue growth forecasts. What's in the News The board has authorized a share buyback plan for Card Factory plc, signaling confidence in the company’s valuation (Key Developments).
WTB
UK£24.45
Whitbread
7D
4.7%
1Y
-16.0%

WTB: Data Transformation And Margin Risks Will Shape A Balanced Outlook

Analysts have modestly raised their price target on Whitbread to £29.00 from £28.00, reflecting improved expectations for revenue growth and slightly stronger profit margins, despite a higher assumed discount rate and a marginally lower future P/E multiple. Analyst Commentary Recent Street research on Whitbread has highlighted a mix of cautious and constructive signals, with price targets edging higher but ratings remaining restrained.
PTEC
UK£2.84
Playtech
7D
-4.2%
1Y
-61.1%

PTEC: Core B2B Strength Will Outshine U.S. Legal Dispute Overhang

Analysts have lowered their price target on Playtech to £2.40 from £4.05, citing heightened uncertainty around the U.S. legal dispute with Evolution, despite earlier optimism about momentum in the core B2B business and the Caliente Interactive stake. Analyst Commentary Recent research commentary reflects a notable shift in sentiment on Playtech, with optimism around the core B2B trajectory increasingly offset by legal and regulatory uncertainties that weigh on valuation multiples.
SSPG
UK£2.00
SSP Group
7D
12.4%
1Y
12.2%

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.
RNK
UK£1.05
Rank Group
7D
-3.7%
1Y
23.4%

RNK Will Benefit From Index Inclusion Despite Moderately Higher Cost Pressures

Analysts have trimmed their price target on Rank Group from approximately £1.82 to about £1.64, reflecting slightly softer expectations for revenue growth and profit margins alongside a modestly higher assumed cost of capital. What's in the News Issued earnings guidance for 2026, stating the year has started strongly and that like for like operating profit is expected to be in line with market expectations despite higher employer national insurance, national living wage and new statutory levy costs (company guidance) Added to the S&P Global BMI Index, broadening the company’s visibility among global equity investors and passive index trackers (index announcement) Valuation Changes Fair Value: reduced modestly from approximately £1.82 to about £1.64 per share, reflecting more cautious assumptions.
ENT
UK£7.48
Entain
7D
-1.5%
1Y
2.2%
GAW
UK£195.40
Games Workshop Group
7D
-0.7%
1Y
44.2%
CURY
UK£1.27
Currys
7D
-3.9%
1Y
36.1%

CURY: Wireless Segment Will Drive Stronger Share Performance Ahead

Analysts have nudged their price target on Currys slightly higher to reflect marginal improvements in long term revenue growth, profit margins and valuation multiples, while also incorporating a modestly higher risk profile in their updated discount rate. Valuation Changes The discount rate has risen slightly, moving from 10.64 percent to approximately 10.87 percent, reflecting a modest increase in perceived risk.
BRBY
UK£12.86
Burberry Group
7D
7.6%
1Y
34.4%

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.
JD.
UK£0.85
JD Sports Fashion
7D
7.2%
1Y
-13.1%

What Does JD Sports Fashion Plc's (LON:JD.) Share Price Indicate?

Dec 03
What Does JD Sports Fashion Plc's (LON:JD.) Share Price Indicate?