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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJul 17, 2025
DataAggregated Company Financials
Companies117
  • 7D-1.8%
  • 3M3.1%
  • 1Y-1.4%
  • YTD-2.6%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.0%, driven by Barratt Redrow declining 9.8%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 17 Jul 2025UK£157.7bUK£184.5bUK£4.9b15.7x32.1x0.9x
Sat, 14 Jun 2025UK£162.1bUK£183.8bUK£4.9b17.1x33x0.9x
Mon, 12 May 2025UK£160.8bUK£182.3bUK£4.9b16.4x33.1x0.9x
Wed, 09 Apr 2025UK£145.1bUK£187.2bUK£4.9b15.9x29.6x0.8x
Fri, 07 Mar 2025UK£154.9bUK£186.8bUK£5.6b14.3x27.9x0.8x
Sun, 02 Feb 2025UK£166.3bUK£190.9bUK£5.5b15.3x30.5x0.9x
Tue, 31 Dec 2024UK£162.8bUK£190.5bUK£5.4b16x30.2x0.9x
Thu, 28 Nov 2024UK£166.0bUK£190.4bUK£5.3b15.8x31.4x0.9x
Sat, 26 Oct 2024UK£169.9bUK£189.5bUK£5.9b16.6x28.8x0.9x
Mon, 23 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Wed, 21 Aug 2024UK£169.9bUK£191.1bUK£6.5b16.4x26x0.9x
Fri, 19 Jul 2024UK£164.1bUK£191.5bUK£6.3b15.8x26x0.9x
Sun, 16 Jun 2024UK£185.1bUK£202.6bUK£5.4b15.3x34.3x0.9x
Tue, 14 May 2024UK£195.4bUK£200.5bUK£5.2b16.5x37.5x1x
Thu, 11 Apr 2024UK£190.7bUK£205.0bUK£5.4b15.4x35.5x0.9x
Sat, 09 Mar 2024UK£190.6bUK£205.1bUK£5.9b15.6x32.2x0.9x
Mon, 05 Feb 2024UK£196.3bUK£223.4bUK£6.7b14.1x29.4x0.9x
Wed, 03 Jan 2024UK£198.0bUK£224.0bUK£6.6b14.2x29.9x0.9x
Fri, 01 Dec 2023UK£186.1bUK£223.6bUK£6.2b12.2x30x0.8x
Sun, 29 Oct 2023UK£179.6bUK£223.7bUK£6.0b11.9x30x0.8x
Tue, 26 Sep 2023UK£191.4bUK£223.0bUK£5.8b12.5x32.8x0.9x
Thu, 24 Aug 2023UK£191.8bUK£222.4bUK£6.0b12.6x31.8x0.9x
Sat, 22 Jul 2023UK£204.3bUK£214.2bUK£6.3b12.6x32.6x1x
Mon, 19 Jun 2023UK£201.4bUK£214.2bUK£6.2b13.8x32.4x0.9x
Wed, 17 May 2023UK£208.6bUK£212.2bUK£6.5b13.4x32.3x1x
Fri, 14 Apr 2023UK£198.1bUK£208.1bUK£7.1b12.7x28.1x1x
Sun, 12 Mar 2023UK£197.5bUK£210.1bUK£8.0b12.4x24.6x0.9x
Tue, 07 Feb 2023UK£200.9bUK£206.8bUK£8.2b12.5x24.5x1x
Thu, 05 Jan 2023UK£186.3bUK£206.5bUK£8.4b11.2x22.3x0.9x
Sat, 03 Dec 2022UK£176.3bUK£201.7bUK£8.5b10.7x20.8x0.9x
Mon, 31 Oct 2022UK£161.1bUK£196.0bUK£8.1b8.1x19.8x0.8x
Wed, 28 Sep 2022UK£155.5bUK£194.3bUK£8.0b8.7x19.4x0.8x
Fri, 26 Aug 2022UK£170.3bUK£190.6bUK£8.7b11.1x19.5x0.9x
Sun, 24 Jul 2022UK£176.8bUK£188.5bUK£8.6b12.1x20.5x0.9x
Price to Earnings Ratio

20.5x


Total Market Cap: UK£176.8bTotal Earnings: UK£8.6bTotal Revenue: UK£188.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 29.6x202320242025
Current Industry PE
  • Investors are relatively neutral on the British Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 29.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 17% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

GB Market0.65%
Consumer Discretionary-1.80%
Auto Components2.27%
Luxury1.23%
Leisure0.83%
Online Retail and Ecommerce0%0
Retail Distributors-0.34%
Hospitality-0.57%
Consumer Services-0.80%
General Merchandise and Department Stores-2.09%
Specialty Stores-3.67%
Consumer Durables-5.10%
Auto-7.33%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 112x.
    • Analysts are expecting annual earnings growth of 26.5%, which is higher than its past year's earnings growth of 10.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 72% 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
WTB WhitbreadUK£30.241.4%
+UK£77.6m		3.3%PE22.2x
BRBY Burberry GroupUK£12.231.5%
+UK£66.1m		66.2%PS1.8x
DWL Dowlais GroupUK£0.725.2%
+UK£46.5m		6.7%PS0.2x
GAW Games Workshop GroupUK£162.100.8%
+UK£42.9m		57.5%PE30.6x
ENT EntainUK£9.420.6%
+UK£35.8m		41.9%PS1.2x

Latest News

GAW
UK£162.10
Games Workshop Group
7D
0.8%
1Y
57.5%
BME
UK£2.28
B&M European Value Retail
7D
-13.3%
1Y
-50.4%

We Think B&M European Value Retail (LON:BME) Is Taking Some Risk With Its Debt

Jul 16
We Think B&M European Value Retail (LON:BME) Is Taking Some Risk With Its Debt
BTRW
UK£3.75
Barratt Redrow
7D
-11.5%
1Y
-24.0%
JD.
UK£0.83
JD Sports Fashion
7D
-6.9%
1Y
-29.0%
CRN
UK£1.90
Cairn Homes
7D
2.8%
1Y
18.6%

Cairn Homes (LON:CRN) Is Experiencing Growth In Returns On Capital

Jul 10
Cairn Homes (LON:CRN) Is Experiencing Growth In Returns On Capital
ENT
UK£9.42
Entain
7D
0.6%
1Y
41.9%

We Like These Underlying Return On Capital Trends At Entain (LON:ENT)

Jul 08
We Like These Underlying Return On Capital Trends At Entain (LON:ENT)
KGF
UK£2.73
Kingfisher
7D
-3.8%
1Y
-0.1%

Does Kingfisher (LON:KGF) Have A Healthy Balance Sheet?

Jul 08
Does Kingfisher (LON:KGF) Have A Healthy Balance Sheet?
PSN
UK£11.70
Persimmon
7D
-4.3%
1Y
-22.1%

Persimmon's (LON:PSN) Returns On Capital Not Reflecting Well On The Business

Jul 08
Persimmon's (LON:PSN) Returns On Capital Not Reflecting Well On The Business
DWL
UK£0.72
Dowlais Group
7D
5.2%
1Y
6.7%
IHG
UK£86.04
InterContinental Hotels Group
7D
-1.8%
1Y
2.5%

At UK£86.60, Is It Time To Put InterContinental Hotels Group PLC (LON:IHG) On Your Watch List?

Jul 06
At UK£86.60, Is It Time To Put InterContinental Hotels Group PLC (LON:IHG) On Your Watch List?
WTB
UK£30.24
Whitbread
7D
1.4%
1Y
3.3%

Whitbread (LON:WTB) Hasn't Managed To Accelerate Its Returns

Jul 03
Whitbread (LON:WTB) Hasn't Managed To Accelerate Its Returns
TW.
UK£1.08
Taylor Wimpey
7D
-4.0%
1Y
-30.9%
CPG
UK£24.95
Compass Group
7D
-0.6%
1Y
14.1%

Compass Group (LON:CPG) Knows How To Allocate Capital

Jun 28
Compass Group (LON:CPG) Knows How To Allocate Capital
PTEC
UK£3.79
Playtech
7D
2.6%
1Y
-31.2%
BRBY
UK£12.23
Burberry Group
7D
1.5%
1Y
66.2%
RNK
UK£1.43
Rank Group
7D
3.8%
1Y
95.6%

Investors Appear Satisfied With The Rank Group Plc's (LON:RNK) Prospects As Shares Rocket 27%

May 14
Investors Appear Satisfied With The Rank Group Plc's (LON:RNK) Prospects As Shares Rocket 27%