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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMar 21, 2026
DataAggregated Company Financials
Companies116
  • 7D-5.5%
  • 3M-13.3%
  • 1Y-8.8%
  • YTD-12.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 5.5%, driven by Compass Group declining 7.0%. However, the industry is down 8.8% over the past year. Earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Mar 2026UK£131.7bUK£183.5bUK£5.2b12.4x25.2x0.7x
Mon, 16 Feb 2026UK£145.9bUK£181.4bUK£5.4b14.2x27.2x0.8x
Wed, 14 Jan 2026UK£153.8bUK£185.8bUK£5.2b15.4x29.6x0.8x
Fri, 12 Dec 2025UK£150.6bUK£185.8bUK£5.2b15.7x29x0.8x
Sun, 09 Nov 2025UK£152.7bUK£184.6bUK£4.9b15.2x31x0.8x
Tue, 07 Oct 2025UK£156.1bUK£182.5bUK£5.0b15.9x31.3x0.9x
Thu, 04 Sep 2025UK£152.7bUK£182.6bUK£4.9b15.5x31.3x0.8x
Sat, 02 Aug 2025UK£160.7bUK£184.3bUK£4.7b15.9x34.1x0.9x
Mon, 30 Jun 2025UK£163.2bUK£183.5bUK£4.8b16.9x33.8x0.9x
Wed, 28 May 2025UK£165.2bUK£183.8bUK£4.9b17.2x33.6x0.9x
Fri, 25 Apr 2025UK£153.4bUK£182.8bUK£4.8b16x32.1x0.8x
Sun, 23 Mar 2025UK£150.1bUK£187.0bUK£5.5b15.3x27.5x0.8x
Tue, 18 Feb 2025UK£165.7bUK£189.8bUK£5.4b15.3x31x0.9x
Thu, 16 Jan 2025UK£159.4bUK£191.6bUK£5.4b15.4x29.3x0.8x
Sat, 14 Dec 2024UK£167.6bUK£190.3bUK£5.4b15.8x31.1x0.9x
Mon, 11 Nov 2024UK£166.4bUK£189.4bUK£5.9b16.3x28x0.9x
Wed, 09 Oct 2024UK£167.6bUK£189.7bUK£6.1b17.5x27.7x0.9x
Fri, 06 Sep 2024UK£170.9bUK£188.7bUK£6.2b16.3x27.3x0.9x
Sun, 04 Aug 2024UK£166.2bUK£191.7bUK£6.1b16.1x27.2x0.9x
Tue, 02 Jul 2024UK£158.4bUK£192.3bUK£6.3b15.8x25x0.8x
Thu, 30 May 2024UK£188.5bUK£202.6bUK£5.1b15.7x37.1x0.9x
Sat, 27 Apr 2024UK£187.8bUK£200.8bUK£5.3b16.2x35.7x0.9x
Mon, 25 Mar 2024UK£194.4bUK£205.4bUK£6.0b14.9x32.5x0.9x
Wed, 21 Feb 2024UK£193.3bUK£204.1bUK£6.3b15.1x30.6x0.9x
Fri, 19 Jan 2024UK£194.6bUK£223.7bUK£6.6b13.7x29.4x0.9x
Sun, 17 Dec 2023UK£197.1bUK£224.0bUK£6.6b14x29.8x0.9x
Tue, 14 Nov 2023UK£185.8bUK£223.9bUK£6.1b12.4x30.3x0.8x
Thu, 12 Oct 2023UK£187.9bUK£223.6bUK£5.8b12x32.4x0.8x
Sat, 09 Sep 2023UK£194.4bUK£221.6bUK£6.0b12.3x32.4x0.9x
Mon, 07 Aug 2023UK£201.7bUK£216.2bUK£6.5b12.1x31x0.9x
Wed, 05 Jul 2023UK£199.2bUK£214.6bUK£6.2b12.8x32.3x0.9x
Fri, 02 Jun 2023UK£201.0bUK£214.3bUK£6.3b13.9x32x0.9x
Sun, 30 Apr 2023UK£207.3bUK£207.9bUK£6.5b12.7x31.7x1x
Tue, 28 Mar 2023UK£191.3bUK£207.7bUK£7.0b11.9x27.1x0.9x
Price to Earnings Ratio

27.1x


Total Market Cap: UK£191.3bTotal Earnings: UK£7.0bTotal Revenue: UK£207.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.8x202420252026
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 25.2x which is lower than its 3-year average PE 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 9.5% per year over the last three years,
  • Revenues have also declined 4.0% 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-3.50%
Consumer Discretionary-5.54%
Leisure0.75%
Online Retail and Ecommerce0%0
Retail Distributors-1.94%
Consumer Services-2.38%
Luxury-2.78%
Auto Components-3.30%
Hospitality-5.77%
General Merchandise and Department Stores-5.78%
Specialty Stores-6.31%
Auto-7.60%
Consumer Durables-8.09%
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 41.8%, which is higher than its past year's earnings decline of 18.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 71% 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
GAW Games Workshop GroupUK£173.900.8%
+UK£43.0m		20.4%PE27.8x
TRN TrainlineUK£2.136.7%
+UK£41.6m		-24.1%PE10.8x
ATG Auction Technology GroupUK£3.287.9%
+UK£29.1m		-42.2%PS2.8x
MOON Moonpig GroupUK£2.142.1%
+UK£12.3m		7.3%PE13.9x
EVOK EvokeUK£0.294.4%
+UK£5.6m		-57.3%PS0.07x

Latest News

XPF
UK£0.14
XP Factory
7D
28.8%
1Y
25.9%
WRKS
UK£0.44
TheWorks.co.uk
7D
15.6%
1Y
124.9%
EVOK
UK£0.29
Evoke
7D
4.4%
1Y
-57.3%
TRN
UK£2.13
Trainline
7D
6.7%
1Y
-24.1%

TRN: Leadership Transition And Buybacks Will Support Future Re Rating

Trainline's updated analyst price target has moved lower to reflect a revised fair value estimate, a tighter discount rate, and adjusted assumptions on revenue growth, profit margins, and future P/E. This is in line with recent Street research, where targets shifted between £2.15 and £3.50 as analysts reassessed the balance between growth expectations and profitability.
MOON
UK£2.14
Moonpig Group
7D
2.1%
1Y
7.3%
PSN
UK£11.14
Persimmon
7D
-6.5%
1Y
-6.3%
CPG
UK£21.11
Compass Group
7D
-7.0%
1Y
-12.9%

CPG: Premium P/E And Margins Will Support Upside Despite Trimmed Expectations

Analysts have trimmed their price target on Compass Group to £28.56 from £28.03, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, in line with recent Street research highlighting a £1.00 reduction from RBC Capital. Analyst Commentary Recent Street research, including the £1.00 trim in the formal target, suggests analysts are fine tuning their expectations around Compass Group rather than making a wholesale change in view.
NXT
UK£121.30
NEXT
7D
-5.6%
1Y
23.6%

NXT: Future Cash Returns Will Depend On Sustained Elevated Earnings Guidance Execution

Analysts have inched their price target for NEXT up by £200 to £18,000, citing updated assumptions on discount rates and future P/E that keep their long term fair value view broadly unchanged. Analyst Commentary Analysts lifting their fair value assumptions for NEXT, even by a modest £200, signals that their underlying view on the business and its execution is broadly intact.
TW.
UK£0.88
Taylor Wimpey
7D
-7.5%
1Y
-22.2%

TW.: Outlet Expansion And Dividend Plans Will Support Future Upside Potential

The updated analyst price target for Taylor Wimpey reflects a modest reduction in fair value alongside slightly stronger profit margin assumptions, while Street research price targets now cluster between about £1.11 and £1.55 as analysts balance more cautious revenue growth expectations with revised discount rates. Analyst Commentary Bullish analysts have been adjusting their price targets upward within the current range, which supports the idea that, even with more cautious revenue assumptions, some see room for upside if Taylor Wimpey can deliver on execution and margins.
KGF
UK£2.89
Kingfisher
7D
-6.3%
1Y
5.1%

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.
BTRW
UK£2.56
Barratt Redrow
7D
-11.4%
1Y
-39.0%

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.
JD.
UK£0.68
JD Sports Fashion
7D
-6.9%
1Y
-10.5%

JD.: Recalibrated Expectations And Buyback Plan Will Support Future Upside Potential

Analysts have reduced their price target for JD Sports Fashion to reflect a lower fair value of £1.70, with recent target cuts from 10 GBp at Deutsche Bank and 1 GBp at Citi supported by more cautious assumptions on growth, margins and future P/E. Analyst Commentary Recent target changes around £1.70 suggest that analysts are recalibrating their expectations, with adjustments in the low GBp range indicating more fine tuned views on execution, margins and valuation rather than a wholesale shift in sentiment.
ATG
UK£3.28
Auction Technology Group
7D
7.9%
1Y
-42.2%

ATG: Takeover Interest Will Support Future Upside Potential

Analysts have nudged their price target on Auction Technology Group up to £5.14. This reflects slightly higher assumed profit margins and a modestly adjusted discount rate while keeping fair value estimates broadly unchanged.
HSW
UK£1.02
Hostelworld Group
7D
3.7%
1Y
-21.5%
FRAS
UK£6.19
Frasers Group
7D
-8.1%
1Y
-3.4%

Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down

Feb 16
Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down
GAW
UK£173.90
Games Workshop Group
7D
0.8%
1Y
20.4%