Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedAug 20, 2026
DataAggregated Company Financials
Companies114
  • 7D-1.9%
  • 3M6.9%
  • 1Y-6.2%
  • YTD-1.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.6%, driven by a pullback from Compass Group of 4.6%. However, the industry is down 6.3% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Aug 2026UK£162.7bUK£200.3bUK£6.4b15x25.5x0.8x
Sat, 18 Jul 2026UK£160.4bUK£199.2bUK£6.2b14.3x25.9x0.8x
Mon, 15 Jun 2026UK£162.1bUK£198.8bUK£6.2b13.8x26.3x0.8x
Wed, 13 May 2026UK£151.5bUK£198.3bUK£6.1b12.4x24.7x0.8x
Fri, 10 Apr 2026UK£148.4bUK£195.5bUK£6.0b12.1x24.6x0.8x
Sun, 08 Mar 2026UK£143.6bUK£182.8bUK£5.2b14.3x27.7x0.8x
Tue, 03 Feb 2026UK£150.3bUK£185.2bUK£5.2b14.3x28.6x0.8x
Thu, 01 Jan 2026UK£153.4bUK£185.7bUK£5.2b15.3x29.6x0.8x
Sat, 29 Nov 2025UK£153.1bUK£186.1bUK£5.1b15.2x30.1x0.8x
Mon, 27 Oct 2025UK£161.0bUK£183.2bUK£5.0b16.4x32.3x0.9x
Wed, 24 Sep 2025UK£154.1bUK£183.7bUK£4.9b15.1x31.3x0.8x
Fri, 22 Aug 2025UK£158.1bUK£184.0bUK£4.6b15.5x34x0.9x
Sun, 20 Jul 2025UK£160.2bUK£184.2bUK£4.9b15.8x32.7x0.9x
Tue, 17 Jun 2025UK£162.4bUK£183.8bUK£4.9b17.8x33x0.9x
Thu, 15 May 2025UK£162.4bUK£182.4bUK£4.9b16.9x33.2x0.9x
Sat, 12 Apr 2025UK£148.0bUK£186.4bUK£4.9b15.9x30.3x0.8x
Mon, 10 Mar 2025UK£155.4bUK£186.8bUK£5.6b14.4x27.9x0.8x
Wed, 05 Feb 2025UK£165.0bUK£190.7bUK£5.4b15.3x30.7x0.9x
Fri, 03 Jan 2025UK£164.5bUK£191.0bUK£5.4b15.8x30.4x0.9x
Sun, 01 Dec 2024UK£166.7bUK£190.0bUK£5.4b15.7x30.9x0.9x
Tue, 29 Oct 2024UK£171.4bUK£189.5bUK£5.9b16.6x29x0.9x
Thu, 26 Sep 2024UK£173.0bUK£188.6bUK£6.2b17x27.7x0.9x
Sat, 24 Aug 2024UK£170.9bUK£188.8bUK£6.4b16.8x26.9x0.9x
Mon, 22 Jul 2024UK£163.0bUK£191.4bUK£6.2b15.8x26.3x0.9x
Wed, 19 Jun 2024UK£186.6bUK£202.6bUK£5.4b15.5x34.5x0.9x
Fri, 17 May 2024UK£197.2bUK£202.5bUK£5.0b16.3x39.2x1x
Sun, 14 Apr 2024UK£188.5bUK£205.0bUK£5.4b15.6x35.1x0.9x
Tue, 12 Mar 2024UK£190.2bUK£205.1bUK£5.9b15.7x32.1x0.9x
Thu, 08 Feb 2024UK£191.0bUK£205.2bUK£6.7b14.2x28.4x0.9x
Sat, 06 Jan 2024UK£194.2bUK£224.0bUK£6.6b14.1x29.3x0.9x
Mon, 04 Dec 2023UK£188.6bUK£223.8bUK£6.2b12.6x30.5x0.8x
Wed, 01 Nov 2023UK£181.8bUK£223.7bUK£6.0b11.9x30.4x0.8x
Fri, 29 Sep 2023UK£189.4bUK£223.3bUK£5.8b12.4x32.6x0.8x
Sun, 27 Aug 2023UK£192.0bUK£222.5bUK£6.0b12.4x31.8x0.9x
Price to Earnings Ratio

31.8x


Total Market Cap: UK£192.0bTotal Earnings: UK£6.0bTotal Revenue: UK£222.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30x202420252026
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 25.5x which is lower than its 3-year average PE of 30.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
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 3.4% 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-0.83%
Consumer Discretionary-1.89%
Auto1.63%
Specialty Stores0.53%
Online Retail and Ecommerce0%0
Auto Components-0.12%
Retail Distributors-0.34%
Consumer Services-0.47%
Consumer Durables-0.56%
General Merchandise and Department Stores-1.20%
Leisure-1.72%
Luxury-3.14%
Hospitality-3.70%
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 59.5%, 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 59% 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
IHG InterContinental Hotels GroupUS$161.801.3%
+US$302.8m		34.9%PE33.5x
JD. JD Sports FashionUK£0.932.0%
+UK£89.5m		0.2%PE10.3x
KGF KingfisherUK£3.261.1%
+UK£56.0m		17.3%PE21.9x
VTY Vistry GroupUK£2.764.9%
+UK£40.6m		-57.0%PE6.3x
RNK Rank GroupUK£1.088.0%
+UK£37.4m		-21.1%PE16.9x

Latest News

FRAS
UK£8.12
Frasers Group
7D
0.9%
1Y
15.8%
TRN
UK£2.09
Trainline
7D
-16.4%
1Y
-22.8%
CPG
US$31.45
Compass Group
7D
-4.6%
1Y
-11.1%
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.
IHG
US$161.80
InterContinental Hotels Group
7D
1.3%
1Y
34.9%
BTRW
UK£3.16
Barratt Redrow
7D
-1.7%
1Y
-16.4%
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.
RNK
UK£1.08
Rank Group
7D
8.0%
1Y
-21.1%
ENT
UK£5.44
Entain
7D
-2.9%
1Y
-38.7%
VTY
UK£2.76
Vistry Group
7D
4.9%
1Y
-57.0%
NXT
UK£150.85
NEXT
7D
-1.6%
1Y
23.1%
GAW
UK£186.60
Games Workshop Group
7D
-1.7%
1Y
17.6%
JD.
UK£0.93
JD Sports Fashion
7D
2.0%
1Y
0.2%
PETS
UK£2.15
Pets at Home Group
7D
2.5%
1Y
-9.2%
BRBY
UK£10.83
Burberry Group
7D
-3.3%
1Y
-10.6%
SSPG
UK£2.04
SSP Group
7D
-4.1%
1Y
24.1%
KGF
UK£3.26
Kingfisher
7D
1.1%
1Y
17.3%
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.
BME
UK£2.39
B&M European Value Retail
7D
0.9%
1Y
1.9%
Narrative Update • Jul 07

BME: Bearish Ratings And Consumer Weakness Will Pressure Future Returns

The analyst price target for B&M European Value Retail has increased to £2.00 from £1.80, with analysts citing updated views reflected in modestly adjusted fair value, revenue growth, margin and future P/E assumptions. Analyst Commentary Recent research on B&M European Value Retail shows a mix of views, with several bearish analysts highlighting valuation risks and execution challenges despite upward revisions to some price targets.