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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedAug 13, 2026
DataAggregated Company Financials
Companies114
  • 7D-0.6%
  • 3M8.5%
  • 1Y-0.4%
  • YTD0.4%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Persimmon gained 4.1%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 13 Aug 2026UK£166.2bUK£200.2bUK£6.3b15.1x26.3x0.8x
Sat, 11 Jul 2026UK£159.2bUK£198.8bUK£6.3b14.1x25.3x0.8x
Mon, 08 Jun 2026UK£157.7bUK£198.7bUK£6.1b13.7x25.7x0.8x
Wed, 06 May 2026UK£146.3bUK£195.6bUK£6.0b12x24.2x0.7x
Fri, 03 Apr 2026UK£147.2bUK£195.5bUK£6.0b11.7x24.5x0.8x
Sun, 01 Mar 2026UK£151.2bUK£181.9bUK£5.1b15.7x29.4x0.8x
Tue, 27 Jan 2026UK£149.8bUK£185.1bUK£5.2b14.1x28.9x0.8x
Thu, 25 Dec 2025UK£152.3bUK£185.5bUK£5.2b15x29.4x0.8x
Sat, 22 Nov 2025UK£151.1bUK£184.9bUK£4.9b15.6x30.7x0.8x
Mon, 20 Oct 2025UK£154.9bUK£182.9bUK£5.0b16.5x31.1x0.8x
Wed, 17 Sep 2025UK£153.9bUK£182.0bUK£4.8b15x32.1x0.8x
Fri, 15 Aug 2025UK£156.8bUK£183.7bUK£4.6b15.5x33.9x0.9x
Sun, 13 Jul 2025UK£160.4bUK£184.3bUK£4.9b15.8x32.7x0.9x
Tue, 10 Jun 2025UK£161.7bUK£183.7bUK£4.9b16.9x33.2x0.9x
Thu, 08 May 2025UK£161.6bUK£182.3bUK£4.8b16.9x33.4x0.9x
Sat, 05 Apr 2025UK£146.3bUK£186.9bUK£4.9b15.3x29.9x0.8x
Mon, 03 Mar 2025UK£160.3bUK£189.9bUK£5.3b14.6x30.3x0.8x
Wed, 29 Jan 2025UK£160.9bUK£190.8bUK£5.4b15.4x29.6x0.8x
Fri, 27 Dec 2024UK£163.9bUK£190.6bUK£5.4b15.9x30.4x0.9x
Sun, 24 Nov 2024UK£164.9bUK£190.1bUK£5.7b15.9x29.1x0.9x
Tue, 22 Oct 2024UK£170.6bUK£189.5bUK£5.9b17.5x28.9x0.9x
Thu, 19 Sep 2024UK£174.1bUK£188.6bUK£6.3b16.9x27.7x0.9x
Sat, 17 Aug 2024UK£169.9bUK£191.4bUK£6.5b16.1x26x0.9x
Mon, 15 Jul 2024UK£164.0bUK£191.4bUK£6.3b16.2x26x0.9x
Wed, 12 Jun 2024UK£188.4bUK£202.7bUK£5.4b15.7x34.6x0.9x
Fri, 10 May 2024UK£193.8bUK£200.6bUK£5.2b16.6x37.3x1x
Sun, 07 Apr 2024UK£189.0bUK£205.0bUK£5.1b15.1x37.4x0.9x
Tue, 05 Mar 2024UK£191.2bUK£203.4bUK£6.2b15.1x30.7x0.9x
Thu, 01 Feb 2024UK£198.7bUK£223.5bUK£6.6b14.4x30.3x0.9x
Sat, 30 Dec 2023UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Mon, 27 Nov 2023UK£188.6bUK£223.6bUK£6.2b12.2x30.3x0.8x
Wed, 25 Oct 2023UK£180.8bUK£223.7bUK£6.0b11.9x30.2x0.8x
Fri, 22 Sep 2023UK£195.3bUK£223.0bUK£5.8b12.8x33.5x0.9x
Sun, 20 Aug 2023UK£191.3bUK£222.2bUK£6.0b12.2x31.7x0.9x
Price to Earnings Ratio

31.7x


Total Market Cap: UK£191.3bTotal Earnings: UK£6.0bTotal Revenue: UK£222.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30x202420252026
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 26.3x which is lower than its 3-year average PE of 30.0x.
  • 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 3.4% 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 Market-0.31%
Consumer Discretionary-0.59%
Auto3.74%
Auto Components3.10%
Consumer Durables1.75%
Online Retail and Ecommerce0%0
Leisure-0.11%
Hospitality-0.27%
Specialty Stores-0.82%
General Merchandise and Department Stores-1.52%
Retail Distributors-2.04%
Luxury-3.42%
Consumer Services-3.61%
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 60.7%, 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 61% 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
PSN PersimmonUK£11.704.1%
+UK£149.3m		3.6%PE12.3x
ENT EntainUK£5.604.3%
+UK£147.2m		-37.4%PS0.7x
BTRW Barratt RedrowUK£3.211.8%
+UK£81.0m		-16.4%PE20.7x
TW. Taylor WimpeyUK£0.852.8%
+UK£79.4m		-16.1%PE11.9x
DOCS Dr. MartensUK£0.889.4%
+UK£72.7m		16.6%PE35.5x

Latest News

ENT
UK£5.60
Entain
7D
4.3%
1Y
-37.4%
Narrative Update • Aug 11

ENT: Execution On Regulated iGaming Expansion Will Reward Margin And Cash Conversion

The analyst price target for Entain has moved modestly lower in line with a reduced fair value estimate to £11.45. This reflects a slightly higher discount rate, updated assumptions for revenue growth and profit margins, and a lower future P/E multiple following recent target revisions from several banks in the £9.50 to £10.50 range.
MUL
UK£2.05
Mulberry Group
7D
26.2%
1Y
105.0%
PSN
UK£11.70
Persimmon
7D
4.1%
1Y
3.6%
NXT
UK£153.30
NEXT
7D
-2.1%
1Y
29.9%
JD.
UK£0.92
JD Sports Fashion
7D
-1.3%
1Y
2.9%
DOCS
UK£0.88
Dr. Martens
7D
9.4%
1Y
16.6%
TW.
UK£0.85
Taylor Wimpey
7D
2.8%
1Y
-16.1%
Narrative Update • Aug 06

TW.: Cost Discipline And Land Pipeline Execution Will Support Future Upside Potential

The updated analyst price target for Taylor Wimpey reflects a lower fair value estimate, moving from £1.31 to £1.23, as analysts factor in softer revenue growth and profit margin assumptions, alongside a series of recent price target cuts across the Street. Analyst Commentary Street research on Taylor Wimpey over recent months points to a reset in expectations, with several firms cutting price targets and in some cases reducing ratings.
GRG
UK£18.47
Greggs
7D
-4.4%
1Y
16.8%
Narrative Update • Aug 05

GRG: Refined Expectations And Cost Efficiency Constraints Will Shape Balanced Forward Returns

Analysts have lifted their fair value estimate for Greggs to about £17.77 per share from roughly £17.01, citing updated price targets that balance higher Street forecasts, including a new £2,210 target alongside a £1,960 target, with views that future cost savings may be less accessible after the recent share price move. Analyst Commentary Recent research on Greggs shows a split in opinion on how much upside is left in the share price following the recent rally.
CPG
US$32.98
Compass Group
7D
-0.4%
1Y
-5.5%
PSON
UK£11.93
Pearson
7D
-3.8%
1Y
11.9%
BTRW
UK£3.21
Barratt Redrow
7D
1.8%
1Y
-16.4%
Narrative Update • Aug 04

BTRW: Capital Returns And Balance Sheet Strength Will Underpin Future Upside

Barratt Redrow's analyst price targets have edged lower, with a modest reduction in fair value from £4.38 to £4.10 as analysts factor in slightly lower profit margin assumptions and trim targets across the sector, while largely maintaining constructive ratings on the stock. Analyst Commentary Recent research on Barratt Redrow points to a more cautious set of price targets, but with several Bullish analysts still seeing appeal in the stock at current valuation levels.
INCH
UK£8.21
Inchcape
7D
-2.7%
1Y
24.3%
Analysis Article • Aug 04

There May Be Some Bright Spots In Inchcape's (LON:INCH) Earnings

Soft earnings didn't appear to concern Inchcape plc's ( LON:INCH ) shareholders over the last week. We did some...
BWY
UK£21.46
Bellway
7D
3.0%
1Y
-13.8%
BRBY
UK£11.21
Burberry Group
7D
-7.3%
1Y
0.2%
WTB
UK£24.79
Whitbread
7D
-1.7%
1Y
-19.4%
BME
UK£2.37
B&M European Value Retail
7D
2.2%
1Y
4.1%
Narrative Update • Jul 07

BME: Bearish Ratings And Consumer Weakness Will Pressure Future Returns

The analyst price target for B&M European Value Retail has increased to £2.00 from £1.80, with analysts citing updated views reflected in modestly adjusted fair value, revenue growth, margin and future P/E assumptions. Analyst Commentary Recent research on B&M European Value Retail shows a mix of views, with several bearish analysts highlighting valuation risks and execution challenges despite upward revisions to some price targets.