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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedSep 02, 2026
DataAggregated Company Financials
Companies113
  • 7D-1.2%
  • 3M3.9%
  • 1Y-2.6%
  • YTD-2.7%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably InterContinental Hotels Group declined by 4.3%. Unfortunately though, the industry is down 3.5% over the past 12 months. 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
Wed, 02 Sep 2026UK£160.6bUK£200.3bUK£6.5b14.7x24.7x0.8x
Fri, 31 Jul 2026UK£164.5bUK£199.9bUK£6.1b15x26.8x0.8x
Sun, 28 Jun 2026UK£161.6bUK£198.9bUK£6.2b13.9x26x0.8x
Tue, 26 May 2026UK£153.6bUK£198.4bUK£6.2b13.2x24.6x0.8x
Thu, 23 Apr 2026UK£152.9bUK£195.6bUK£6.0b12.7x25.4x0.8x
Sat, 21 Mar 2026UK£131.7bUK£183.5bUK£5.2b12.4x25.2x0.7x
Mon, 16 Feb 2026UK£145.9bUK£181.4bUK£5.4b14.2x27.2x0.8x
Wed, 14 Jan 2026UK£153.8bUK£185.8bUK£5.2b15.4x29.6x0.8x
Fri, 12 Dec 2025UK£150.6bUK£185.8bUK£5.2b15.7x29x0.8x
Sun, 09 Nov 2025UK£152.7bUK£184.6bUK£4.9b15.2x31x0.8x
Tue, 07 Oct 2025UK£156.1bUK£182.5bUK£5.0b15.9x31.3x0.9x
Thu, 04 Sep 2025UK£152.7bUK£182.6bUK£4.9b15.5x31.3x0.8x
Sat, 02 Aug 2025UK£160.7bUK£184.3bUK£4.7b15.9x34.1x0.9x
Mon, 30 Jun 2025UK£163.2bUK£183.5bUK£4.8b16.9x33.8x0.9x
Wed, 28 May 2025UK£165.2bUK£183.8bUK£4.9b17.2x33.6x0.9x
Fri, 25 Apr 2025UK£153.4bUK£182.8bUK£4.8b16x32.1x0.8x
Sun, 23 Mar 2025UK£150.1bUK£187.0bUK£5.5b15.3x27.5x0.8x
Tue, 18 Feb 2025UK£165.7bUK£189.8bUK£5.4b15.3x31x0.9x
Thu, 16 Jan 2025UK£159.4bUK£191.6bUK£5.4b15.4x29.3x0.8x
Sat, 14 Dec 2024UK£167.6bUK£190.3bUK£5.4b15.8x31.1x0.9x
Mon, 11 Nov 2024UK£166.4bUK£189.4bUK£5.9b16.3x28x0.9x
Wed, 09 Oct 2024UK£167.6bUK£189.7bUK£6.1b17.5x27.7x0.9x
Fri, 06 Sep 2024UK£170.9bUK£188.7bUK£6.2b16.3x27.3x0.9x
Sun, 04 Aug 2024UK£166.2bUK£191.7bUK£6.1b16.1x27.2x0.9x
Tue, 02 Jul 2024UK£158.4bUK£192.3bUK£6.3b15.8x25x0.8x
Thu, 30 May 2024UK£188.5bUK£202.6bUK£5.1b15.7x37.1x0.9x
Sat, 27 Apr 2024UK£187.8bUK£200.8bUK£5.3b16.2x35.7x0.9x
Mon, 25 Mar 2024UK£194.4bUK£205.4bUK£6.0b14.9x32.5x0.9x
Wed, 21 Feb 2024UK£193.3bUK£204.1bUK£6.3b15.1x30.6x0.9x
Fri, 19 Jan 2024UK£194.6bUK£223.7bUK£6.6b13.7x29.4x0.9x
Sun, 17 Dec 2023UK£197.1bUK£224.0bUK£6.6b14x29.8x0.9x
Tue, 14 Nov 2023UK£185.8bUK£223.9bUK£6.1b12.4x30.3x0.8x
Thu, 12 Oct 2023UK£187.9bUK£223.6bUK£5.8b12x32.4x0.8x
Sat, 09 Sep 2023UK£194.4bUK£221.6bUK£6.0b12.3x32.4x0.9x
Price to Earnings Ratio

32.4x


Total Market Cap: UK£194.4bTotal Earnings: UK£6.0bTotal Revenue: UK£221.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 29.9x202420252026
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 25.4x which is lower than its 3-year average PE of 29.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.85x.
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 3.3% 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-0.97%
Consumer Discretionary-1.20%
Retail Distributors3.11%
Auto Components2.61%
Consumer Services0.60%
Online Retail and Ecommerce0%0
Hospitality-0.86%
Leisure-1.22%
Specialty Stores-1.39%
General Merchandise and Department Stores-1.89%
Luxury-1.96%
Consumer Durables-2.42%
Auto-4.38%
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 61.6%, 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 62% 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
INCH InchcapeUK£8.442.8%
+UK£80.1m		29.0%PE12.8x
PSON PearsonUK£12.260.9%
+UK£69.1m		12.9%PE23.1x
HFD Halfords GroupUK£2.6812.4%
+UK£63.9m		98.5%PE17.6x
CPG Compass GroupUS$30.850.2%
+US$85.0m		-9.0%PE26x
CRN Cairn HomesUK£2.243.2%
+UK£43.2m		20.3%PE12.2x

Latest News

HFD
UK£2.68
Halfords Group
7D
12.4%
1Y
98.5%
CURY
UK£1.52
Currys
7D
2.7%
1Y
42.0%
WTB
UK£23.87
Whitbread
7D
-3.6%
1Y
-20.0%
Narrative Update • Aug 26

WTB: Limited Near Term Earnings Power Will Restrict Future Share Upside

Whitbread's analyst fair value has moved from £21.00 to £22.00. Analysts point to higher price targets and an improved near term set up, balanced against views of limited earnings power over the coming quarters.
NXT
UK£153.85
NEXT
7D
-1.6%
1Y
32.1%
IHG
US$155.90
InterContinental Hotels Group
7D
-4.3%
1Y
31.9%
CPG
US$30.85
Compass Group
7D
0.2%
1Y
-9.0%
Narrative Update • Aug 18

CPG: Updated Fair Value And P/E Framework Will Guide Future Returns

Analysts have lifted their fair value estimate for Compass Group to $32.00, with the modest change supported by updated assumptions on discount rate, revenue growth, profit margin and future P/E, even as one recent price target moved slightly lower to $40.00 from $40.50. What’s in the News for Compass Group No recent Compass Group specific news stories or key developments were provided in the available sources up to 17 Aug 2026.
BTRW
UK£3.13
Barratt Redrow
7D
-2.5%
1Y
-10.7%
Narrative Update • Aug 18

BTRW: Lower Margin Assumptions Will Pressure Returns Despite Ongoing Share Buyback

The updated analyst price target for Barratt Redrow reflects a modest reduction in fair value estimates to £2.55 from £4.00. Analysts are incorporating more cautious assumptions on revenue growth and profit margins, while still highlighting sector opportunities and maintaining supportive ratings across several recent research notes.
ENT
UK£5.15
Entain
7D
-4.6%
1Y
-39.3%
DEBS
UK£0.21
boohoo group
7D
7.7%
1Y
47.3%
BKG
UK£34.72
Berkeley Group Holdings
7D
-3.8%
1Y
-1.5%
CRN
UK£2.24
Cairn Homes
7D
3.2%
1Y
20.3%
PSN
UK£11.50
Persimmon
7D
-2.9%
1Y
10.8%
LIKE
UK£0.35
Likewise Group
7D
14.1%
1Y
37.1%
PSON
UK£12.26
Pearson
7D
0.9%
1Y
12.9%
INCH
UK£8.44
Inchcape
7D
2.8%
1Y
29.0%
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...
KGF
UK£3.09
Kingfisher
7D
-4.1%
1Y
24.4%
Narrative Update • Jul 07

KGF: Execution And Leadership Uncertainty Will Pressure Future Share Returns

Kingfisher's analyst price target has been trimmed by £0.10. This reflects modestly lower fair value assumptions and revenue growth expectations, partly balanced by slightly firmer profit margin and P/E inputs cited by recent analysts.