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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies114
  • 7D1.9%
  • 3M6.8%
  • 1Y-10.1%
  • YTD-3.8%

The Consumer Discretionary industry is up 2.0% in the last week, with Compass Group up 1.7%. Meanwhile, B&M European Value Retail actually underperformed within the industry, shrinking 6.3% in the last week. In contrast, the industry has lost 11% in the last 12 months. 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
Wed, 17 Jun 2026UK£160.2bUK£198.8bUK£6.2b13.8x26x0.8x
Fri, 15 May 2026UK£153.7bUK£198.3bUK£6.1b12.6x25.2x0.8x
Sun, 12 Apr 2026UK£147.9bUK£195.5bUK£6.0b12.4x24.5x0.8x
Tue, 10 Mar 2026UK£140.8bUK£182.7bUK£5.2b14.1x27.2x0.8x
Thu, 05 Feb 2026UK£148.7bUK£181.0bUK£5.3b14.2x27.9x0.8x
Sat, 03 Jan 2026UK£152.4bUK£185.6bUK£5.2b15.3x29.4x0.8x
Mon, 01 Dec 2025UK£153.1bUK£186.2bUK£5.1b15.2x30x0.8x
Wed, 29 Oct 2025UK£159.1bUK£183.3bUK£5.0b16.3x31.9x0.9x
Fri, 26 Sep 2025UK£154.1bUK£184.9bUK£5.0b14.9x31x0.8x
Sun, 24 Aug 2025UK£159.7bUK£183.8bUK£4.6b15.5x34.4x0.9x
Tue, 22 Jul 2025UK£160.4bUK£184.0bUK£4.9b15.7x32.8x0.9x
Thu, 19 Jun 2025UK£160.9bUK£184.3bUK£4.9b17.2x32.7x0.9x
Sat, 17 May 2025UK£165.3bUK£183.6bUK£4.8b17.2x34.3x0.9x
Mon, 14 Apr 2025UK£148.0bUK£186.4bUK£4.9b15.9x30.2x0.8x
Wed, 12 Mar 2025UK£156.2bUK£187.6bUK£5.6b14.3x27.7x0.8x
Fri, 07 Feb 2025UK£164.7bUK£190.8bUK£5.4b15.3x30.6x0.9x
Sun, 05 Jan 2025UK£162.4bUK£190.8bUK£5.4b15.8x30.1x0.9x
Tue, 03 Dec 2024UK£166.9bUK£190.3bUK£5.4b15.8x30.9x0.9x
Thu, 31 Oct 2024UK£170.6bUK£189.5bUK£5.9b16.3x28.9x0.9x
Sat, 28 Sep 2024UK£174.7bUK£188.4bUK£6.2b17.5x28.2x0.9x
Mon, 26 Aug 2024UK£170.9bUK£188.8bUK£6.4b16.8x26.9x0.9x
Wed, 24 Jul 2024UK£164.7bUK£191.4bUK£6.2b15.8x26.6x0.9x
Fri, 21 Jun 2024UK£161.9bUK£193.0bUK£6.4b15.4x25.4x0.8x
Sun, 19 May 2024UK£196.2bUK£202.4bUK£5.0b16.3x39.1x1x
Tue, 16 Apr 2024UK£188.2bUK£205.0bUK£5.4b15.7x35.1x0.9x
Thu, 14 Mar 2024UK£192.8bUK£204.6bUK£6.1b15.7x31.4x0.9x
Sat, 10 Feb 2024UK£192.9bUK£204.0bUK£6.3b14.4x30.5x0.9x
Mon, 08 Jan 2024UK£194.2bUK£224.0bUK£6.6b14.1x29.3x0.9x
Wed, 06 Dec 2023UK£189.9bUK£223.8bUK£6.2b12.6x30.7x0.8x
Fri, 03 Nov 2023UK£185.6bUK£223.7bUK£6.1b12.2x30.4x0.8x
Sun, 01 Oct 2023UK£190.4bUK£223.3bUK£5.8b12.6x32.7x0.9x
Tue, 29 Aug 2023UK£192.0bUK£222.5bUK£6.0b12.4x31.8x0.9x
Thu, 27 Jul 2023UK£202.4bUK£214.2bUK£6.3b12.3x32.3x0.9x
Sat, 24 Jun 2023UK£196.7bUK£214.6bUK£6.2b13.1x31.9x0.9x
Price to Earnings Ratio

31.9x


Total Market Cap: UK£196.7bTotal Earnings: UK£6.2bTotal Revenue: UK£214.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.3x202420252026
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 26.1x which is lower than its 3-year average PE of 30.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
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 declined 2.5% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

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

GB Market2.65%
Consumer Discretionary1.89%
Leisure9.28%
Luxury2.55%
Hospitality2.16%
Retail Distributors2.09%
Auto Components2.04%
General Merchandise and Department Stores1.79%
Consumer Durables0.85%
Specialty Stores0.85%
Online Retail and Ecommerce0%0
Consumer Services-0.97%
Auto-0.97%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 82.1%, which is higher than its past year's earnings decline of 24.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 82% over the next 5 years.
  • This is better than its past earnings decline of 24% 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
IHG InterContinental Hotels GroupUS$169.505.8%
+US$1.4b		52.1%PE33.3x
CPG Compass GroupUS$33.432.0%
+US$1.1b		-2.7%PE28.2x
GAW Games Workshop GroupUK£203.409.4%
+UK£575.0m		24.1%PE32.6x
NXT NEXTUK£141.803.0%
+UK£473.7m		13.6%PE18.2x
BRBY Burberry GroupUK£11.584.0%
+UK£161.2m		7.7%PE197.4x

Latest News

SMWH
UK£4.21
WH Smith
7D
-14.5%
1Y
-61.5%
Narrative Update • Jun 15

SMWH: Future Equity Issuance And Dividend Suspension Will Pressure Risk Reward Profile

Analysts have reduced their fair value estimate for WH Smith from £5.75 to £3.70. This reflects lower price targets around £370 to £390 and updated assumptions for growth, margins and P/E multiples.
VTY
UK£2.31
Vistry Group
7D
-7.4%
1Y
-64.4%
FRAS
UK£7.20
Frasers Group
7D
-2.8%
1Y
5.9%
PETS
UK£1.79
Pets at Home Group
7D
-2.1%
1Y
-32.7%
Narrative Update • Jun 12

PETS: Future Returns Will Reflect Neutral Pricing And Execution Risks On Margins

Pets at Home Group's analyst price target has shifted from £2.20 to £2.00, with analysts pointing to updated fair value assumptions, a revised discount rate, and refreshed expectations for revenue growth, profit margins, and future P/E multiples following recent coverage and rating updates. Analyst Commentary Bearish analysts have recently moved to a more cautious stance on Pets at Home Group, reflected in the cut to the published price target from £2.20 to £2.00 and the use of neutral or Hold style ratings in recent coverage.
CPG
US$33.43
Compass Group
7D
2.0%
1Y
-2.7%
PTEC
UK£3.33
Playtech
7D
-1.5%
1Y
-2.1%
Narrative Update • Jun 11

PTEC: Future Upside Will Rely On Repriced Earnings Power And Buyback Execution

Analysts have lifted the fair value estimate for Playtech from £6.90 to about £7.59, reflecting a series of recent price target increases. These include Deutsche Bank's move to £4.60 and other upward revisions from Jefferies and Citi, supported by updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
PSN
UK£10.79
Persimmon
7D
2.4%
1Y
-20.9%
BME
UK£1.88
B&M European Value Retail
7D
-7.3%
1Y
-28.9%
Analysis Article • Jun 10

Some Investors May Be Willing To Look Past B&M European Value Retail's (LON:BME) Soft Earnings

B&M European Value Retail plc's ( LON:BME ) stock was strong despite it releasing a soft earnings report last week. We...
GRG
UK£16.52
Greggs
7D
-0.9%
1Y
-14.8%
BRBY
UK£11.58
Burberry Group
7D
4.0%
1Y
7.7%
Narrative Update • Jun 09

BRBY: Future Returns Will Depend On Early Repositioning Amid Softer Outlook

Narrative update The analyst price target for Burberry Group has been revised to £1,560, a £30 trim from the prior £1,590. Analysts are weighing a softer revenue and margin outlook against views that the recent share pullback could offer an entry point and that the company is still early in its global repositioning.
PSON
UK£11.40
Pearson
7D
-1.3%
1Y
7.6%
Narrative Update • Jun 08

PSON: AI Partnerships And Steady Cash Returns Will Support Balanced Outlook

Analysts have lifted their Pearson price target by £0.10, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E as the key drivers behind the change. What's in the News The Jordanian Ministry of Education extended its vocational education development contract with Pearson to 2031, covering support for 362 schools and BTEC Level 2 and 3 Arabic-language qualifications across 14 sectors.
IHG
US$169.50
InterContinental Hotels Group
7D
5.8%
1Y
52.1%
Narrative Update • Jun 05

IHG: Future Returns Will Rely On Operational Efficiencies And Disciplined Capital Allocation

Analysts have raised their price target on InterContinental Hotels Group stock to $154 from $141. The updated fair value of $153.48 reflects views on slightly adjusted discount rate inputs, a modestly lower revenue growth outlook, a small uptick in profit margin expectations, and a higher assumed future P/E.
NXT
UK£141.80
NEXT
7D
3.0%
1Y
13.6%
Narrative Update • Jun 05

NXT: Future Cash Returns Will Reflect Mixed Rating Shifts And Execution Risks

Analysts have trimmed their fair value estimate for NEXT slightly to about £147 from roughly £148, reflecting modest changes in the discount rate, revenue growth, profit margin and future P/E assumptions following mixed recent research, including an upgrade with a £14,000 price target and a separate price target cut. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade and £14,000 price target as support for the view that NEXT can justify a premium valuation multiple relative to the fair value estimate, assuming the company executes consistently on revenue and margin plans.
WTB
UK£24.11
Whitbread
7D
3.1%
1Y
-13.3%
Narrative Update • Jun 04

WTB: Activist Pressure And Execution Risks Will Restrain Future Share Upside

Whitbread’s analyst price target has been adjusted to £21.00 per share, with recent mixed Street research and updated views on growth, margins and P/E assumptions prompting this recalibration by analysts. Analyst Commentary Recent Street research around Whitbread reflects mixed sentiment, but the adjustment to a £21.00 price target comes against a backdrop of several cautious moves on valuation and growth assumptions.
GAW
UK£203.40
Games Workshop Group
7D
9.4%
1Y
24.1%
Analysis Article • May 30

Is It Too Late To Consider Buying Games Workshop Group PLC (LON:GAW)?

Games Workshop Group PLC ( LON:GAW ), might not be a large cap stock, but it saw a double-digit share price rise of...
SSPG
UK£1.79
SSP Group
7D
7.3%
1Y
9.4%