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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies164
  • 7D1.2%
  • 3M2.7%
  • 1Y-23.5%
  • YTD-27.9%

Flutter Entertainment is up 2.0%, leading the way for the Consumer Discretionary industry, which has gained 1.2%. Meanwhile, Dr. Martens actually underperformed within the industry, shrinking 28% in the last week. In contrast, the industry has lost 23% in the last 12 months. As for the next few years, earnings are expected to grow by 20% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022UKĀ£175.3bUKĀ£201.5bUKĀ£8.5b10.1x20.7x0.9x
Wed, 26 Oct 2022UKĀ£160.7bUKĀ£195.2bUKĀ£7.8b8.1x20.5x0.8x
Fri, 23 Sep 2022UKĀ£161.3bUKĀ£192.6bUKĀ£8.4b9.3x19.2x0.8x
Sun, 21 Aug 2022UKĀ£177.3bUKĀ£190.5bUKĀ£8.7b11.6x20.3x0.9x
Tue, 19 Jul 2022UKĀ£166.5bUKĀ£184.3bUKĀ£8.2b11.4x20.2x0.9x
Thu, 16 Jun 2022UKĀ£172.2bUKĀ£186.7bUKĀ£8.5b13x20.2x0.9x
Sat, 14 May 2022UKĀ£178.4bUKĀ£183.4bUKĀ£8.0b13.2x22.3x1x
Mon, 11 Apr 2022UKĀ£183.2bUKĀ£177.1bUKĀ£6.9b13.8x26.6x1x
Wed, 09 Mar 2022UKĀ£176.6bUKĀ£185.6bUKĀ£6.6b14.1x26.9x1x
Fri, 04 Feb 2022UKĀ£216.1bUKĀ£185.6bUKĀ£6.5b15.9x33.3x1.2x
Sun, 02 Jan 2022UKĀ£240.2bUKĀ£186.0bUKĀ£6.4b18.6x37.7x1.3x
Tue, 30 Nov 2021UKĀ£198.1bUKĀ£177.8bUKĀ£6.3b16.3x31.6x1.1x
Thu, 28 Oct 2021UKĀ£216.7bUKĀ£173.5bUKĀ£4.7b19.5x45.6x1.2x
Sat, 25 Sep 2021UKĀ£219.4bUKĀ£167.4bUKĀ£3.3b22.2x66.3x1.3x
Mon, 23 Aug 2021UKĀ£220.9bUKĀ£162.4bUKĀ£1.9b24.4x115.5x1.4x
Sat, 10 Jul 2021UKĀ£215.9bUKĀ£161.5bUKĀ£1.7b23.9x124x1.3x
Fri, 02 Apr 2021UKĀ£209.6bUKĀ£156.3bUKĀ£778.6m24.6x269.2x1.3x
Mon, 04 Jan 2021UKĀ£182.7bUKĀ£153.2bUKĀ£181.9m24x1004.7x1.2x
Thu, 08 Oct 2020UKĀ£151.2bUKĀ£155.7bUKĀ£999.6m27.4x151.3x1x
Wed, 01 Jul 2020UKĀ£136.1bUKĀ£161.8bUKĀ£2.9b18.9x47.2x0.8x
Sat, 04 Apr 2020UKĀ£116.6bUKĀ£177.2bUKĀ£6.1b13.2x19.2x0.7x
Tue, 07 Jan 2020UKĀ£189.6bUKĀ£181.8bUKĀ£8.1b19.3x23.4x1x
Price to Earnings Ratio

21.6x


Total Market Cap: UKĀ£178.7bTotal Earnings: UKĀ£8.3bTotal Revenue: UKĀ£182.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 127.2x202020212022
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 20.7x which is lower than its 3-year average PE of 127x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.87x.
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 grown 3.4% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary sector?

GB Market1.33%
Consumer Discretionary1.21%
Retail Distributors3.21%
Leisure2.82%
Specialty Stores2.38%
Consumer Durables2.03%
Hospitality1.71%
General Merchanise and Department Stores1.26%
Auto Components0.68%
Online Retail and Ecommerce-0.13%
Consumer Services-1.38%
Auto-3.45%
Luxury-6.23%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 32.0%, which is lower than the prior year's growth of 38.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 85% over the next 5 years.
  • In contrast, the Consumer Durables 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
FLTR Flutter EntertainmentUKĀ£117.952.0%
+UKĀ£404.5m
14.5%PS3.3x
ENT EntainUKĀ£14.075.0%
+UKĀ£391.6m
-18.4%PE38.8x
FRAS Frasers GroupUKĀ£8.887.9%
+UKĀ£299.1m
30.0%PE16.4x
JD. JD Sports FashionUKĀ£1.254.1%
+UKĀ£255.3m
-43.5%PE19.7x
WTB WhitbreadUKĀ£26.324.8%
+UKĀ£242.2m
-7.2%PE16.9x
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Latest News

FRAS

UKĀ£8.88

Frasers Group

7D

7.9%

1Y

30.0%

FLTR

UKĀ£117.95

Flutter Entertainment

7D

2.0%

1Y

14.5%

DOCS

UKĀ£2.08

Dr. Martens

7D

-27.6%

1Y

-48.9%

YNGA

UKĀ£11.50

Young's Brewery

7D

-4.2%

1Y

-21.2%

ENT

UKĀ£14.07

Entain

7D

5.0%

1Y

-18.4%

INCH

UKĀ£8.79

Inchcape

7D

4.0%

1Y

5.7%

JD.

UKĀ£1.25

JD Sports Fashion

7D

4.1%

1Y

-43.5%

BOO

UKĀ£0.40

boohoo group

7D

-6.9%

1Y

-77.0%

WTB

UKĀ£26.32

Whitbread

7D

4.8%

1Y

-7.2%