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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies114
  • 7D3.5%
  • 3M-6.1%
  • 1Y-14.9%
  • YTD-9.0%

In the last week, the Consumer Discretionary industry is up 3.5%, with Compass Group up 3.7%. In the past year, the industry is down 15%. 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
Fri, 08 May 2026UK£150.9bUK£195.6bUK£6.1b12.3x24.9x0.8x
Sun, 05 Apr 2026UK£147.1bUK£195.6bUK£6.0b11.7x24.4x0.8x
Tue, 03 Mar 2026UK£151.2bUK£181.9bUK£5.1b15.7x29.4x0.8x
Thu, 29 Jan 2026UK£149.6bUK£184.8bUK£5.2b14.1x28.9x0.8x
Sat, 27 Dec 2025UK£152.3bUK£185.6bUK£5.2b15x29.4x0.8x
Mon, 24 Nov 2025UK£151.1bUK£184.7bUK£4.9b15.6x30.7x0.8x
Wed, 22 Oct 2025UK£154.5bUK£183.0bUK£5.0b16.2x31x0.8x
Fri, 19 Sep 2025UK£154.0bUK£183.2bUK£4.9b15.3x31.7x0.8x
Sun, 17 Aug 2025UK£156.6bUK£183.7bUK£4.6b15.5x33.8x0.9x
Tue, 15 Jul 2025UK£160.6bUK£184.5bUK£4.9b15.8x32.7x0.9x
Thu, 12 Jun 2025UK£164.1bUK£183.7bUK£4.9b16.7x33.7x0.9x
Sat, 10 May 2025UK£160.8bUK£182.3bUK£4.9b16.4x33.1x0.9x
Mon, 07 Apr 2025UK£146.3bUK£186.9bUK£4.9b15.3x29.9x0.8x
Wed, 05 Mar 2025UK£158.6bUK£189.5bUK£5.3b14.4x30.1x0.8x
Fri, 31 Jan 2025UK£163.7bUK£190.8bUK£5.4b15.4x30.2x0.9x
Sun, 29 Dec 2024UK£163.2bUK£190.4bUK£5.4b15.9x30.3x0.9x
Tue, 26 Nov 2024UK£165.9bUK£190.0bUK£5.7b16x29.3x0.9x
Thu, 24 Oct 2024UK£170.5bUK£189.6bUK£5.9b17.1x28.8x0.9x
Sat, 21 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Mon, 19 Aug 2024UK£169.9bUK£191.4bUK£6.5b16.1x26x0.9x
Wed, 17 Jul 2024UK£163.0bUK£191.4bUK£6.3b15.9x25.8x0.9x
Fri, 14 Jun 2024UK£190.4bUK£202.6bUK£5.4b15.5x34.9x0.9x
Sun, 12 May 2024UK£195.8bUK£200.6bUK£5.2b16.5x37.6x1x
Tue, 09 Apr 2024UK£191.1bUK£205.0bUK£5.1b15.2x37.8x0.9x
Thu, 07 Mar 2024UK£192.1bUK£205.0bUK£6.3b15.5x30.6x0.9x
Sat, 03 Feb 2024UK£196.3bUK£223.4bUK£6.7b14.1x29.4x0.9x
Mon, 01 Jan 2024UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Wed, 29 Nov 2023UK£188.3bUK£223.5bUK£6.2b12.3x30.2x0.8x
Fri, 27 Oct 2023UK£179.1bUK£223.7bUK£6.0b11.8x29.9x0.8x
Sun, 24 Sep 2023UK£194.5bUK£223.0bUK£5.8b12.5x33.3x0.9x
Tue, 22 Aug 2023UK£191.4bUK£222.2bUK£6.0b12x31.7x0.9x
Thu, 20 Jul 2023UK£204.7bUK£214.2bUK£6.3b12.7x32.7x1x
Sat, 17 Jun 2023UK£201.4bUK£214.2bUK£6.2b13.8x32.4x0.9x
Mon, 15 May 2023UK£207.6bUK£212.3bUK£6.5b13.4x31.7x1x
Price to Earnings Ratio

31.7x


Total Market Cap: UK£207.6bTotal Earnings: UK£6.5bTotal Revenue: UK£212.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.6x202420252026
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 24.9x which is lower than its 3-year average PE of 30.6x.
  • 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 2.5% per year over the last three years,
  • Revenues have also declined 2.7% 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 Market2.44%
Consumer Discretionary3.53%
Auto8.30%
Consumer Durables7.30%
Luxury6.38%
Consumer Services4.11%
Retail Distributors3.09%
Leisure3.02%
Specialty Stores2.99%
Hospitality2.55%
General Merchandise and Department Stores2.10%
Online Retail and Ecommerce0%0
Auto Components-0.47%
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 35.3%, 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 81% over the next 5 years.
  • This is better than its past earnings decline of 27% 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$29.504.4%
+US$2.1b		-14.8%PE26.9x
IHG InterContinental Hotels GroupUS$149.703.2%
+US$700.9m		30.8%PE29.5x
JD. JD Sports FashionUK£0.7511.6%
+UK£375.0m		-13.3%PE8.3x
NXT NEXTUK£131.851.4%
+UK£207.7m		7.9%PE17.1x
WTB WhitbreadUK£24.105.0%
+UK£190.3m		-14.2%PE18.9x

Latest News

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Trainline
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1Y
-12.3%
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UK£8.23
Inchcape
7D
-1.4%
1Y
21.1%
JD.
UK£0.75
JD Sports Fashion
7D
11.6%
1Y
-13.3%
WTB
UK£24.10
Whitbread
7D
5.0%
1Y
-14.2%
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UK£5.48
Entain
7D
-3.5%
1Y
-21.7%
CPG
US$29.50
Compass Group
7D
4.4%
1Y
-14.8%
PSON
UK£10.92
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7D
-2.1%
1Y
-6.2%
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UK£131.85
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1.4%
1Y
7.9%
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UK£2.63
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7D
4.2%
1Y
-43.9%
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GRG
UK£14.89
Greggs
7D
-1.8%
1Y
-18.3%
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MEGP
UK£1.37
ME Group International
7D
-6.0%
1Y
-36.3%
IHG
US$149.70
InterContinental Hotels Group
7D
3.2%
1Y
30.8%
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PTEC
UK£3.52
Playtech
7D
-3.9%
1Y
5.4%
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PTEC: Higher Discount Rate And Lower Future P/E Will Pressure Shares

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PSN
UK£11.14
Persimmon
7D
5.3%
1Y
-17.4%
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GAW
UK£196.05
Games Workshop Group
7D
-2.3%
1Y
25.0%
FRAS
UK£6.92
Frasers Group
7D
6.1%
1Y
0.3%
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