Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies116
  • 7D-1.3%
  • 3M-4.3%
  • 1Y-5.1%
  • YTD-6.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by Vistry Group declining 34%. However, the industry is down 5.1% over the past year. Earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Mar 2026UK£141.9bUK£183.1bUK£5.2b14.1x27.3x0.8x
Fri, 06 Feb 2026UK£146.2bUK£181.2bUK£5.3b14.3x27.4x0.8x
Sun, 04 Jan 2026UK£152.4bUK£185.7bUK£5.2b15.3x29.4x0.8x
Tue, 02 Dec 2025UK£152.2bUK£186.2bUK£5.1b15.2x29.8x0.8x
Thu, 30 Oct 2025UK£158.9bUK£183.5bUK£5.0b15.9x31.8x0.9x
Sat, 27 Sep 2025UK£156.1bUK£184.8bUK£5.0b15.2x31.5x0.8x
Mon, 25 Aug 2025UK£159.7bUK£183.8bUK£4.6b15.5x34.4x0.9x
Wed, 23 Jul 2025UK£163.0bUK£183.9bUK£4.9b15.7x33.4x0.9x
Fri, 20 Jun 2025UK£159.0bUK£184.1bUK£4.9b16.9x32.4x0.9x
Sun, 18 May 2025UK£165.3bUK£183.6bUK£4.8b17.2x34.3x0.9x
Tue, 15 Apr 2025UK£150.7bUK£186.0bUK£4.9b15.7x30.9x0.8x
Thu, 13 Mar 2025UK£154.6bUK£186.8bUK£5.5b14.3x28x0.8x
Sat, 08 Feb 2025UK£163.5bUK£190.9bUK£5.4b15.3x30.4x0.9x
Mon, 06 Jan 2025UK£162.4bUK£190.8bUK£5.4b15.8x30.1x0.9x
Wed, 04 Dec 2024UK£168.0bUK£190.2bUK£5.4b16.1x31.1x0.9x
Fri, 01 Nov 2024UK£170.6bUK£189.8bUK£6.0b16.3x28.3x0.9x
Sun, 29 Sep 2024UK£174.6bUK£188.4bUK£6.2b17.5x28.2x0.9x
Tue, 27 Aug 2024UK£170.9bUK£188.8bUK£6.4b16.8x26.9x0.9x
Thu, 25 Jul 2024UK£164.8bUK£191.4bUK£6.2b15.9x26.6x0.9x
Sat, 22 Jun 2024UK£161.8bUK£193.0bUK£6.4b15.5x25.4x0.8x
Mon, 20 May 2024UK£196.2bUK£202.4bUK£5.0b16.3x39.1x1x
Wed, 17 Apr 2024UK£188.2bUK£205.0bUK£5.4b15.7x35.1x0.9x
Fri, 15 Mar 2024UK£192.9bUK£205.1bUK£6.3b15.4x30.5x0.9x
Sun, 11 Feb 2024UK£192.9bUK£204.0bUK£6.3b14.4x30.5x0.9x
Tue, 09 Jan 2024UK£196.7bUK£224.0bUK£6.6b14.4x29.7x0.9x
Thu, 07 Dec 2023UK£191.9bUK£224.2bUK£6.1b12.9x31.5x0.9x
Sat, 04 Nov 2023UK£187.3bUK£223.7bUK£6.1b12.5x30.7x0.8x
Mon, 02 Oct 2023UK£190.4bUK£223.3bUK£5.8b12.6x32.7x0.9x
Wed, 30 Aug 2023UK£195.5bUK£222.5bUK£6.0b12.4x32.4x0.9x
Fri, 28 Jul 2023UK£202.6bUK£214.2bUK£6.4b12.8x31.8x0.9x
Sun, 25 Jun 2023UK£196.7bUK£214.6bUK£6.2b13.1x31.9x0.9x
Tue, 23 May 2023UK£209.2bUK£213.5bUK£6.3b13.4x33.1x1x
Thu, 20 Apr 2023UK£202.1bUK£208.1bUK£6.7b12.9x30.2x1x
Sat, 18 Mar 2023UK£190.1bUK£210.2bUK£7.9b11.9x24.1x0.9x
Price to Earnings Ratio

24.1x


Total Market Cap: UK£190.1bTotal Earnings: UK£7.9bTotal Revenue: UK£210.2bTotal 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 27.3x 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 13% per year over the last three years,
  • Revenues have also declined 4.5% 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-0.78%
Consumer Discretionary-1.29%
Auto8.84%
Retail Distributors1.88%
Leisure1.73%
Consumer Services1.59%
Hospitality1.29%
Luxury1.29%
Auto Components0.24%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-1.61%
Specialty Stores-2.17%
Consumer Durables-8.98%
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 41.9%, which is higher than its past year's earnings decline of 0.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 78% 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
CPG Compass GroupUK£22.530.8%
+UK£306.1m		-14.4%PE27.5x
COA Coats GroupUK£0.902.9%
+UK£46.7m		8.2%PE19.4x
INCH InchcapeUK£8.191.7%
+UK£46.2m		14.6%PE10.8x
GRG GreggsUK£16.631.9%
+UK£31.5m		-11.4%PE13.8x
ENT EntainUK£5.830.8%
+UK£30.7m		-10.2%PS0.7x

Latest News

VTY
UK£4.03
Vistry Group
7D
-14.3%
1Y
-33.0%
PSN
UK£12.69
Persimmon
7D
-6.3%
1Y
6.2%
WTB
UK£24.35
Whitbread
7D
-4.2%
1Y
-4.0%

WTB: Execution Risks And Margin Pressures Will Limit Future Share Upside

Whitbread's updated analyst price target reflects a modest adjustment to around £26, shaped by mixed recent Street moves where some banks lifted their targets by £1 to £2 while others trimmed theirs by £1, along with updated assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research updates on Whitbread show a mixed but slightly cautious tone, with some price targets trimmed and at least one downgrade alongside several modest upward revisions.
NXT
UK£127.80
NEXT
7D
-4.2%
1Y
31.3%

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.
PTEC
UK£3.61
Playtech
7D
3.0%
1Y
-50.4%

PTEC: Discount Rate Sensitivity Will Undermine Overstretched Earnings Multiple

Analysts have nudged their price target on Playtech higher by £0.05, pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that they see as better reflecting the company’s current outlook. Analyst Commentary While the latest price target move is modest at 5 GBp, it still reflects fresh thinking on valuation inputs, including discount rate, revenue growth, profit margins and future P/E.
TW.
UK£0.97
Taylor Wimpey
7D
-4.6%
1Y
-13.6%

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.
COA
UK£0.90
Coats Group
7D
2.9%
1Y
8.2%
ENT
UK£5.83
Entain
7D
0.8%
1Y
-10.2%
GRG
UK£16.63
Greggs
7D
1.9%
1Y
-11.4%

GRG: Store Expansion And Brand Loyalty Will Support Upside As Rating Support Persists

The updated analyst price target on Greggs moves from £24.90 to £22.00, as analysts incorporate slightly higher discount rates and a lower future P/E multiple while keeping their revenue growth and margin expectations steady in recent research updates. Analyst Commentary Recent research on Greggs points to analysts reassessing their valuation frameworks rather than making abrupt shifts in their fundamental views.
KGF
UK£3.13
Kingfisher
7D
-9.7%
1Y
23.3%

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£3.00
Barratt Redrow
7D
-8.9%
1Y
-30.4%

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.
INCH
UK£8.19
Inchcape
7D
1.7%
1Y
14.6%
TRN
UK£1.93
Trainline
7D
2.3%
1Y
-38.4%

TRN: Leadership Transition And Share Buyback Plans Will Support Future Re Rating

Analysts have modestly reduced their price targets on Trainline, with recent Street research updates moving targets to £2.15 and £3.10. These changes reflect adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E expectations.
BKG
UK£38.92
Berkeley Group Holdings
7D
-5.5%
1Y
7.4%

BKG: JPMorgan Upgrade And Ongoing Buybacks Will Support Measured Future Returns

Analysts have raised their price target on Berkeley Group Holdings to about £43.15 from around £42.95, reflecting small adjustments to assumptions on discount rate, profit margin and future P/E following recent research updates, including an upgrade from JPMorgan. Analyst Commentary Bullish Takeaways Bullish analysts view the small uplift in the price target to about £43.15 as support for their case that the shares can still offer upside at current levels, even after recent research updates.
CPG
UK£22.53
Compass Group
7D
0.8%
1Y
-14.4%

CPG: Premium P/E Framework Will Reward Execution On Revenue Mix And Margins

Analysts have trimmed their price target on Compass Group by £1.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E following recent research such as the latest target change from RBC Capital. Analyst Commentary Bullish Takeaways Bullish analysts view the £1.00 trim to the price target as a fine tuning of valuation inputs rather than a fundamental reset of the Compass Group equity story.
SNWS
UK£0.66
Smiths News
7D
3.8%
1Y
19.4%