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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedNov 17, 2024
DataAggregated Company Financials
Companies129
  • 7D-0.8%
  • 3M-3.5%
  • 1Y3.4%
  • YTD-1.0%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably NEXT declined by 3.6%. As for the the longer term, the industry is up 3.4% over the past 12 months. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 17 Nov 2024UK£165.0bUK£190.0bUK£5.6b16.4x29.4x0.9x
Tue, 15 Oct 2024UK£168.1bUK£189.7bUK£6.1b17.5x27.7x0.9x
Thu, 12 Sep 2024UK£170.5bUK£189.2bUK£6.3b16x27x0.9x
Sat, 10 Aug 2024UK£165.8bUK£192.1bUK£6.6b15.7x25.2x0.9x
Mon, 08 Jul 2024UK£160.7bUK£191.8bUK£6.3b16x25.4x0.8x
Wed, 05 Jun 2024UK£192.6bUK£202.4bUK£5.4b15.8x35.8x1x
Fri, 03 May 2024UK£187.5bUK£200.8bUK£5.2b16.3x36.4x0.9x
Sun, 31 Mar 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Tue, 27 Feb 2024UK£192.0bUK£204.0bUK£6.3b15.1x30.4x0.9x
Thu, 25 Jan 2024UK£196.0bUK£223.5bUK£6.6b14x29.9x0.9x
Sat, 23 Dec 2023UK£200.4bUK£224.0bUK£6.6b14.1x30.2x0.9x
Mon, 20 Nov 2023UK£189.4bUK£224.0bUK£6.1b12.6x31.1x0.8x
Wed, 18 Oct 2023UK£185.0bUK£223.6bUK£5.8b12.1x31.9x0.8x
Fri, 15 Sep 2023UK£198.0bUK£222.3bUK£6.1b12.6x32.4x0.9x
Sun, 13 Aug 2023UK£198.8bUK£217.7bUK£6.1b12.2x32.7x0.9x
Tue, 11 Jul 2023UK£193.4bUK£214.0bUK£6.2b12.7x31x0.9x
Thu, 08 Jun 2023UK£201.4bUK£214.4bUK£6.2b13.9x32.6x0.9x
Sat, 06 May 2023UK£206.0bUK£207.9bUK£6.6b12.6x31.2x1x
Mon, 03 Apr 2023UK£197.5bUK£208.0bUK£7.1b12.2x28x0.9x
Wed, 01 Mar 2023UK£199.4bUK£207.2bUK£8.2b12.8x24.3x1x
Fri, 27 Jan 2023UK£195.6bUK£206.7bUK£8.2b12.9x23.9x0.9x
Sun, 25 Dec 2022UK£171.2bUK£203.1bUK£8.1b10.6x21.2x0.8x
Tue, 22 Nov 2022UK£172.2bUK£196.8bUK£8.2b9.9x21.1x0.9x
Thu, 20 Oct 2022UK£155.7bUK£195.3bUK£7.9b8.2x19.7x0.8x
Sat, 17 Sep 2022UK£167.3bUK£192.6bUK£8.6b9.8x19.5x0.9x
Mon, 15 Aug 2022UK£182.1bUK£190.5bUK£8.8b12x20.7x1x
Wed, 13 Jul 2022UK£166.0bUK£184.1bUK£8.2b11.5x20.2x0.9x
Fri, 10 Jun 2022UK£179.7bUK£185.7bUK£8.5b13.3x21.1x1x
Sun, 08 May 2022UK£172.3bUK£179.8bUK£7.6b13.5x22.7x1x
Tue, 05 Apr 2022UK£187.8bUK£177.1bUK£6.9b14.5x27.3x1.1x
Thu, 03 Mar 2022UK£195.5bUK£185.0bUK£6.3b14.9x30.8x1.1x
Sat, 29 Jan 2022UK£216.0bUK£186.0bUK£6.5b17.3x33x1.2x
Mon, 27 Dec 2021UK£237.5bUK£186.2bUK£6.4b18.2x37.2x1.3x
Wed, 24 Nov 2021UK£214.3bUK£174.7bUK£5.4b18.4x39.5x1.2x
Price to Earnings Ratio

39.5x


Total Market Cap: UK£214.3bTotal Earnings: UK£5.4bTotal Revenue: UK£174.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 29x202220232024
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 29.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.97x.
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 grown 2.8% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

GB Market-0.14%
Consumer Discretionary-0.76%
Luxury7.62%
Auto Components5.45%
Retail Distributors2.40%
Online Retail and Ecommerce0%
Hospitality-0.059%
Leisure-0.61%
Specialty Stores-1.13%
Consumer Services-1.25%
General Merchandise and Department Stores-2.94%
Consumer Durables-2.97%
Auto-4.34%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 83.5x.
    • Analysts are expecting annual earnings growth of 22.3%, which is higher than its past year's earnings growth of 2.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 67% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 3.1% 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
IHG InterContinental Hotels GroupUK£95.002.6%
+UK£381.6m		55.8%PE29.7x
BRBY Burberry GroupUK£9.0612.6%
+UK£367.1m		-42.1%PE85.2x
INCH InchcapeUK£7.773.7%
+UK£109.0m		16.6%PE11.1x
ROO DeliverooUK£1.414.4%
+UK£84.9m		3.1%PE43.2x
TRN TrainlineUK£4.104.1%
+UK£70.2m		40.3%PE33.2x
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