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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies115
  • 7D3.2%
  • 3M-6.0%
  • 1Y-9.3%
  • YTD-7.9%

The Consumer Discretionary industry is up 3.2% in the last week, with Compass Group up 7.3%. However, the industry is down 9.3% 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
Wed, 22 Apr 2026UK£152.2bUK£195.6bUK£6.0b12.5x25.3x0.8x
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
Sat, 29 Apr 2023UK£207.3bUK£207.9bUK£6.6b12.7x31.3x1x
Price to Earnings Ratio

31.3x


Total Market Cap: UK£207.3bTotal Earnings: UK£6.6bTotal Revenue: UK£207.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.7x202420252026
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 25.3x which is lower than its 3-year average PE of 30.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 3.2% per year over the last three years,
  • Revenues have also declined 2.0% 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 Market0.61%
Consumer Discretionary3.21%
Auto11.79%
Consumer Services5.45%
Hospitality4.36%
Luxury3.96%
Leisure2.48%
Retail Distributors2.26%
Consumer Durables2.18%
General Merchandise and Department Stores1.96%
Specialty Stores1.66%
Online Retail and Ecommerce0%0
Auto Components-2.97%
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 35.9%, which is higher than its past year's earnings decline of 18.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 78% over the next 5 years.
  • This is better than its past earnings decline of 11% 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
CPG Compass GroupUS$29.257.3%
+US$3.4b		-14.3%PE26.6x
PSON PearsonUK£10.916.0%
+UK£364.5m		-6.0%PE19.8x
ENT EntainUK£6.109.3%
+UK£331.5m		6.7%PS0.7x
GAW Games Workshop GroupUK£197.351.6%
+UK£104.1m		35.1%PE31.6x
BTRW Barratt RedrowUK£2.652.4%
+UK£87.1m		-41.0%PE17.2x

Latest News

CRST
UK£0.70
Crest Nicholson Holdings
7D
-34.2%
1Y
-58.4%
DNLM
UK£8.20
Dunelm Group
7D
-3.9%
1Y
-24.5%
ATG
UK£3.58
Auction Technology Group
7D
-5.9%
1Y
-36.9%
CURY
UK£1.30
Currys
7D
-5.3%
1Y
28.9%
KGF
UK£3.01
Kingfisher
7D
-1.1%
1Y
11.0%

KGF: Future Returns Will Balance AI Execution With Share Buyback Delivery

Kingfisher's analyst price target has been adjusted to £3.20. This reflects small tweaks to fair value, discount rate and profit expectations as analysts balance mixed recent target changes from Jefferies, Deutsche Bank and Barclays.
BTRW
UK£2.65
Barratt Redrow
7D
2.4%
1Y
-41.0%

BTRW: Leadership Transition And Mixed Ratings Will Shape Future Upside Potential

Narrative update on Barratt Redrow Analysts have trimmed their fair value estimate for Barratt Redrow from about £4.57 to roughly £4.30 per share, reflecting slightly lower assumptions for revenue growth and profit margins, as well as a higher future P/E multiple after recent mixed rating and price target moves across the Street. Analyst Commentary Recent research on Barratt Redrow shows a mix of optimism and caution, with price targets adjusted around £4.30 per share and rating changes both up and down over the past few weeks.
GRG
UK£16.22
Greggs
7D
-1.5%
1Y
-11.9%

GRG: Refined Discount Rate And Health Commitments Will Shape Future Upside Potential

Analysts have trimmed their average price target on Greggs, with recent cuts from around £19.70 to a range of roughly £18.30 to £20.90. They cited slightly higher discount rates and only marginal tweaks to revenue growth, profit margin and future P/E assumptions.
CPG
US$29.25
Compass Group
7D
7.3%
1Y
-14.3%
JD.
UK£0.76
JD Sports Fashion
7D
2.3%
1Y
-0.3%

JD.: Buyback Programme And Refined P/E Assumptions Will Support Future Upside

Analysts have trimmed their price targets on JD Sports Fashion by £0.01 to £0.10, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research indicates that price targets on JD Sports Fashion have been adjusted within a relatively tight range, with changes between £0.01 and £0.10.
RNK
UK£1.07
Rank Group
7D
18.8%
1Y
27.4%
GAW
UK£197.35
Games Workshop Group
7D
1.6%
1Y
35.1%
ENT
UK£6.10
Entain
7D
9.3%
1Y
6.7%

ENT: UK Gaming Tax Reset Will Shape Future Cash Return Repricing

Entain's revised analyst price target edges lower, reflecting a fair value move from about £10.35 to £9.87 as analysts recalibrate profit margin and discount rate assumptions despite mixed recent target changes across the Street. Analyst Commentary Recent Street research on Entain reflects a mix of optimism about underlying fundamentals and caution around execution and valuation, with several firms revising price targets and at least one downgrade on the rating side.
MAB
UK£2.71
Mitchells & Butlers
7D
-1.8%
1Y
11.3%

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Apr 10
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PSON
UK£10.91
Pearson
7D
6.0%
1Y
-6.0%

PSON: AI Partnerships And Buybacks Will Support Future Cash Flow Resilience

Analysts have trimmed Pearson's average price target, with recent cuts to about £13.90 and £11.20 per share. These changes reflect closer alignment of valuation multiples with media peers and slightly softer outer year revenue assumptions, even as profit forecasts stay broadly intact.
WTB
UK£24.54
Whitbread
7D
-2.5%
1Y
-3.3%

WTB: Share Buybacks And P E Framework Will Support Future Earnings Power

The analyst price target for Whitbread has been trimmed by £0.06 per share, as analysts factor in a slightly higher discount rate, more cautious assumptions on revenue growth and profit margins, and a higher future P/E multiple following a series of recent price target adjustments and a downgrade across the Street. Analyst Commentary Recent Street research on Whitbread has been mixed, with several price target adjustments and at least one downgrade, but there are still some clear pockets of optimism that matter for valuation and execution expectations.
BRBY
UK£11.92
Burberry Group
7D
1.9%
1Y
75.4%

BRBY: Royal Heritage Capsule And Reset Expectations Will Support Future Repricing

Burberry Group’s updated analyst price target has edged lower by about £0.17. This reflects a slightly lower fair value estimate alongside modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, as analysts weigh recent mixed research moves including a price target cut at Deutsche Bank, an upgrade at Barclays and a target increase at Citi.