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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedApr 17, 2025
DataAggregated Company Financials
Companies120
  • 7D7.4%
  • 3M-3.5%
  • 1Y-2.2%
  • YTD-6.4%

Over the last 7 days, the Consumer Discretionary industry has risen 7.4%, driven by gains from Compass Group of 5.6%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 17 Apr 2025UK£152.0bUK£183.0bUK£4.8b16x31.7x0.8x
Sat, 15 Mar 2025UK£154.1bUK£187.0bUK£5.5b14.4x28.1x0.8x
Mon, 10 Feb 2025UK£163.5bUK£190.9bUK£5.4b15.3x30.4x0.9x
Wed, 08 Jan 2025UK£162.2bUK£190.6bUK£5.4b15.7x30.1x0.9x
Fri, 06 Dec 2024UK£170.4bUK£190.1bUK£5.5b15.9x31.2x0.9x
Sun, 03 Nov 2024UK£168.0bUK£189.7bUK£6.0b16.3x27.9x0.9x
Tue, 01 Oct 2024UK£171.8bUK£188.4bUK£6.2b17x27.8x0.9x
Thu, 29 Aug 2024UK£168.0bUK£188.8bUK£6.4b16.3x26.4x0.9x
Sat, 27 Jul 2024UK£168.2bUK£191.5bUK£6.2b16.1x27.2x0.9x
Mon, 24 Jun 2024UK£161.8bUK£193.0bUK£6.4b15.5x25.4x0.8x
Wed, 22 May 2024UK£195.5bUK£202.3bUK£5.0b15.8x38.9x1x
Fri, 19 Apr 2024UK£185.7bUK£204.7bUK£5.3b15.5x34.8x0.9x
Sun, 17 Mar 2024UK£191.9bUK£205.1bUK£6.3b15.3x30.4x0.9x
Tue, 13 Feb 2024UK£193.2bUK£204.0bUK£6.3b14.3x30.5x0.9x
Thu, 11 Jan 2024UK£195.1bUK£224.0bUK£6.6b14.3x29.4x0.9x
Sat, 09 Dec 2023UK£192.8bUK£224.3bUK£6.1b13.5x31.5x0.9x
Mon, 06 Nov 2023UK£187.3bUK£223.7bUK£6.1b12.5x30.7x0.8x
Wed, 04 Oct 2023UK£187.9bUK£223.3bUK£5.8b12.2x32.3x0.8x
Fri, 01 Sep 2023UK£195.8bUK£222.5bUK£6.0b12.6x32.4x0.9x
Sun, 30 Jul 2023UK£204.1bUK£216.0bUK£6.4b13x32x0.9x
Tue, 27 Jun 2023UK£197.0bUK£214.6bUK£6.2b12.9x32x0.9x
Thu, 25 May 2023UK£202.0bUK£214.1bUK£6.3b13.2x31.9x0.9x
Sat, 22 Apr 2023UK£204.8bUK£207.6bUK£6.7b12.8x30.7x1x
Mon, 20 Mar 2023UK£174.9bUK£194.7bUK£6.7b11.9x26.3x0.9x
Wed, 15 Feb 2023UK£196.0bUK£207.0bUK£8.2b12.6x23.9x0.9x
Fri, 13 Jan 2023UK£193.8bUK£206.6bUK£8.5b11.7x22.8x0.9x
Sun, 11 Dec 2022UK£175.1bUK£203.2bUK£8.8b10.5x19.8x0.9x
Tue, 08 Nov 2022UK£167.3bUK£196.2bUK£8.0b8.5x20.8x0.9x
Thu, 06 Oct 2022UK£156.2bUK£194.3bUK£8.0b8.1x19.6x0.8x
Sat, 03 Sep 2022UK£165.0bUK£190.8bUK£8.8b11x18.8x0.9x
Mon, 01 Aug 2022UK£177.5bUK£189.5bUK£8.9b11.8x19.9x0.9x
Wed, 29 Jun 2022UK£169.0bUK£187.5bUK£8.5b12.5x19.9x0.9x
Fri, 27 May 2022UK£176.2bUK£185.1bUK£8.1b13.3x21.6x1x
Sun, 24 Apr 2022UK£182.4bUK£177.7bUK£7.2b14.5x25.2x1x
Price to Earnings Ratio

25.2x


Total Market Cap: UK£182.4bTotal Earnings: UK£7.2bTotal Revenue: UK£177.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 28.6x202320242025
Current Industry PE
  • Investors are optimistic on the British Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.7x which is higher than its 3-year average PE of 28.6x.
  • 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 13% 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 Market7.80%
Consumer Discretionary7.44%
Leisure10.95%
Consumer Durables10.51%
General Merchandise and Department Stores9.48%
Auto9.26%
Specialty Stores7.68%
Auto Components6.85%
Hospitality6.27%
Luxury5.76%
Retail Distributors5.16%
Consumer Services3.15%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 116x.
    • Analysts are expecting annual earnings growth of 23.7%, which is higher than its past year's earnings growth of 17.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 63% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 3.9% per year 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£25.385.6%
+UK£2.3b		18.6%PE40.6x
NXT NEXTUK£120.009.4%
+UK£1.2b		35.9%PE19x
BTRW Barratt RedrowUK£4.3911.8%
+UK£662.5m		-1.7%PE52.1x
GAW Games Workshop GroupUK£144.7011.1%
+UK£478.1m		45.7%PE27.3x
KGF KingfisherUK£2.669.9%
+UK£424.3m		9.1%PE25.5x
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UK£4.39

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11.8%

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UK£25.38

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7D

5.6%

1Y

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UK£76.44

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7D

3.0%

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-4.0%

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