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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedApr 30, 2026
DataAggregated Company Financials
Companies114
  • 7D-4.7%
  • 3M-10.0%
  • 1Y-15.8%
  • YTD-12.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.7%, driven by Compass Group declining 3.8%. However, the industry is down 16% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Apr 2026UK£145.7bUK£195.5bUK£6.1b11.9x24x0.7x
Sat, 28 Mar 2026UK£129.2bUK£183.7bUK£5.3b11.6x24.6x0.7x
Mon, 23 Feb 2026UK£149.6bUK£181.8bUK£5.4b14.6x27.9x0.8x
Wed, 21 Jan 2026UK£149.4bUK£185.7bUK£5.2b14.8x28.8x0.8x
Fri, 19 Dec 2025UK£154.8bUK£186.0bUK£5.2b15.3x29.8x0.8x
Sun, 16 Nov 2025UK£151.6bUK£184.7bUK£4.9b15.8x31x0.8x
Tue, 14 Oct 2025UK£154.7bUK£182.9bUK£5.0b15.4x31.1x0.8x
Thu, 11 Sep 2025UK£153.5bUK£182.4bUK£4.9b15.2x31.6x0.8x
Sat, 09 Aug 2025UK£158.1bUK£183.7bUK£4.7b15.8x33.3x0.9x
Mon, 07 Jul 2025UK£160.8bUK£183.9bUK£4.9b16.1x32.8x0.9x
Wed, 04 Jun 2025UK£161.7bUK£183.8bUK£4.9b16.8x32.9x0.9x
Fri, 02 May 2025UK£158.5bUK£182.4bUK£4.8b16x33x0.9x
Sun, 30 Mar 2025UK£152.4bUK£186.6bUK£4.9b16.3x31.2x0.8x
Tue, 25 Feb 2025UK£161.1bUK£189.7bUK£5.4b15.1x30.1x0.8x
Thu, 23 Jan 2025UK£161.2bUK£191.3bUK£5.4b15.3x29.7x0.8x
Sat, 21 Dec 2024UK£164.0bUK£190.4bUK£5.4b16.5x30.4x0.9x
Mon, 18 Nov 2024UK£165.0bUK£190.0bUK£5.6b16.4x29.4x0.9x
Wed, 16 Oct 2024UK£169.7bUK£189.2bUK£6.0b17.6x28.4x0.9x
Fri, 13 Sep 2024UK£172.0bUK£189.1bUK£6.3b16x27.2x0.9x
Sun, 11 Aug 2024UK£165.8bUK£192.1bUK£6.6b15.7x25.2x0.9x
Tue, 09 Jul 2024UK£161.3bUK£191.8bUK£6.3b16.1x25.4x0.8x
Thu, 06 Jun 2024UK£191.6bUK£202.3bUK£5.4b15.7x35.6x0.9x
Sat, 04 May 2024UK£190.6bUK£200.7bUK£5.3b16.4x36.2x0.9x
Mon, 01 Apr 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Wed, 28 Feb 2024UK£192.5bUK£204.0bUK£6.3b15x30.5x0.9x
Fri, 26 Jan 2024UK£196.9bUK£223.5bUK£6.6b14.5x30x0.9x
Sun, 24 Dec 2023UK£200.2bUK£224.0bUK£6.6b14.1x30.2x0.9x
Tue, 21 Nov 2023UK£189.7bUK£224.0bUK£6.1b12.5x31.2x0.8x
Thu, 19 Oct 2023UK£183.7bUK£223.4bUK£5.9b12.1x31x0.8x
Sat, 16 Sep 2023UK£198.0bUK£222.3bUK£6.1b12.6x32.4x0.9x
Mon, 14 Aug 2023UK£198.8bUK£217.7bUK£6.1b12.2x32.7x0.9x
Wed, 12 Jul 2023UK£194.8bUK£213.9bUK£6.2b12.7x31.2x0.9x
Fri, 09 Jun 2023UK£200.7bUK£214.3bUK£6.2b13.7x32.2x0.9x
Sun, 07 May 2023UK£205.9bUK£208.0bUK£6.6b12.6x31.2x1x
Price to Earnings Ratio

31.2x


Total Market Cap: UK£205.9bTotal Earnings: UK£6.6bTotal Revenue: UK£208.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.7x202420252026
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 24.0x which is lower than its 3-year average PE of 30.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 2.8% per year over the last three years,
  • Revenues have also declined 2.0% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

GB Market-2.70%
Consumer Discretionary-4.74%
Leisure0.21%
Online Retail and Ecommerce0%0
Retail Distributors-0.24%
Consumer Services-1.91%
General Merchandise and Department Stores-3.95%
Hospitality-4.55%
Auto Components-4.61%
Luxury-4.92%
Specialty Stores-6.09%
Consumer Durables-7.94%
Auto-8.11%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 35.0%, which is higher than its past year's earnings decline of 18.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 77% over the next 5 years.
  • This is better than its past earnings decline of 11% 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
IHG InterContinental Hotels GroupUS$142.150.9%
+US$182.5m		34.2%PE28x
DOM Domino's Pizza GroupUK£1.924.6%
+UK£32.4m		-28.7%PE12.5x
GAW Games Workshop GroupUK£193.750.2%
+UK£13.2m		25.7%PE31x
HFD Halfords GroupUK£1.444.1%
+UK£12.2m		-7.1%PS0.2x
VIC Victorian Plumbing GroupUK£0.793.3%
+UK£8.2m		-19.6%PE19.9x

Latest News

TW.
UK£0.76
Taylor Wimpey
7D
-10.7%
1Y
-35.0%
HEAD
UK£0.39
Headlam Group
7D
25.2%
1Y
-50.6%
IHG
US$142.15
InterContinental Hotels Group
7D
0.9%
1Y
34.2%

Does InterContinental Hotels Group (LON:IHG) Deserve A Spot On Your Watchlist?

Apr 28
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CPG
US$28.49
Compass Group
7D
-3.8%
1Y
-15.1%

CPG: Margin Resilience And Premium P/E Will Support Future Upside

Analysts have made a small trim to Compass Group's fair value estimate, moving their price target from about $38.60 to roughly $38.50. This adjustment reflects updated views on discount rates, profit margins and P/E assumptions following recent research, including an upgrade and a separate target cut.
ASC
UK£2.31
ASOS
7D
2.4%
1Y
-19.7%

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JD.
UK£0.67
JD Sports Fashion
7D
-8.6%
1Y
-14.6%
BKG
UK£31.20
Berkeley Group Holdings
7D
-8.0%
1Y
-25.2%

BKG: Higher Discount Rate And Mixed Ratings Will Shape Future Returns

Analysts have trimmed their average price target on Berkeley Group Holdings by roughly £0.48 per share, citing slightly higher discount rates, a small adjustment to revenue expectations, a modestly higher profit margin, and a marginally lower future P/E assumption. Analyst Commentary Recent research shows a split view on Berkeley Group Holdings, with several firms cutting rating or price targets and others upgrading the stock.
NXT
UK£129.45
NEXT
7D
-3.1%
1Y
5.0%

NXT: Future Cash Returns Will Depend On Recalibrated Margins And Discount Rate

Analysts have trimmed their price target on NEXT by £0.18 to reflect slightly softer assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, following recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts view the new price target as still implying scope for value creation, even after trimming assumptions on revenue growth, profit margins and future P/E.
PSN
UK£10.27
Persimmon
7D
-9.7%
1Y
-20.7%

PSN: Forward Order Book And Higher Future P E Multiple Will Support Returns

Analysts have trimmed Persimmon's fair value estimate and lowered the average price target by £2.20 to reflect slightly softer assumptions on revenue growth and profit margins, even as recent Street research points to a modest uplift in target prices from £16.00 to £16.10 and from £14.80 to £15.14, along with a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Persimmon offers a mix of cautious tweaks and incremental optimism around valuation, providing a more nuanced picture of how expectations are being reset.
KGF
UK£2.79
Kingfisher
7D
-5.4%
1Y
-2.7%

KGF: Future Returns Will Balance AI Execution With Share Buyback Delivery

Kingfisher's analyst price target has been adjusted to £3.20. This reflects small tweaks to fair value, discount rate and profit expectations as analysts balance mixed recent target changes from Jefferies, Deutsche Bank and Barclays.
BTRW
UK£2.45
Barratt Redrow
7D
-8.1%
1Y
-47.5%

BTRW: Leadership Transition And Mixed Ratings Will Shape Future Upside Potential

Narrative update on Barratt Redrow Analysts have trimmed their fair value estimate for Barratt Redrow from about £4.57 to roughly £4.30 per share, reflecting slightly lower assumptions for revenue growth and profit margins, as well as a higher future P/E multiple after recent mixed rating and price target moves across the Street. Analyst Commentary Recent research on Barratt Redrow shows a mix of optimism and caution, with price targets adjusted around £4.30 per share and rating changes both up and down over the past few weeks.
GAW
UK£193.75
Games Workshop Group
7D
0.2%
1Y
25.7%
DOM
UK£1.92
Domino's Pizza Group
7D
4.6%
1Y
-28.7%

DOM: Upgrade And New CEO Will Support Future Rebound Potential

Analysts have adjusted Domino's Pizza Group's price targets, with moves ranging from a reduction to £175 to £230 and an upgrade at Barclays. These changes reflect differing views on how recent initiatives and updated growth, margin and P/E assumptions might influence the shares.
DPP
UK£0.082
DP Poland
7D
10.9%
1Y
-9.4%
VIC
UK£0.79
Victorian Plumbing Group
7D
3.3%
1Y
-19.6%
HFD
UK£1.44
Halfords Group
7D
4.1%
1Y
-7.1%

Halfords Group's (LON:HFD) Dividend Will Be £0.03

Dec 01
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