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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies114
  • 7D0.9%
  • 3M-2.1%
  • 1Y-9.3%
  • YTD-3.9%

The Consumer Discretionary is pretty flat in the last 7 days, but Vistry Group has stood out, gaining 13%. Unfortunately though, the industry is down 11% over the past 12 months. As for the next few years, earnings are expected to grow by 23% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Sep 2025UK£154.7bUK£183.0bUK£4.9b15.1x31.9x0.8x
Sat, 16 Aug 2025UK£156.6bUK£183.7bUK£4.6b15.5x33.8x0.9x
Mon, 14 Jul 2025UK£160.4bUK£184.3bUK£4.9b15.8x32.7x0.9x
Wed, 11 Jun 2025UK£163.4bUK£183.8bUK£4.9b17.1x33.5x0.9x
Fri, 09 May 2025UK£160.8bUK£182.4bUK£4.8b16.8x33.2x0.9x
Sun, 06 Apr 2025UK£146.3bUK£186.9bUK£4.9b15.3x29.9x0.8x
Tue, 04 Mar 2025UK£161.0bUK£189.5bUK£5.3b14.8x30.5x0.8x
Thu, 30 Jan 2025UK£163.7bUK£190.8bUK£5.4b15.4x30.1x0.9x
Sat, 28 Dec 2024UK£163.2bUK£190.4bUK£5.4b15.9x30.3x0.9x
Mon, 25 Nov 2024UK£164.8bUK£190.1bUK£5.7b15.9x29.1x0.9x
Wed, 23 Oct 2024UK£170.4bUK£189.5bUK£5.9b17.1x28.9x0.9x
Fri, 20 Sep 2024UK£176.0bUK£188.4bUK£6.3b17x28x0.9x
Sun, 18 Aug 2024UK£169.9bUK£191.4bUK£6.5b16.1x26x0.9x
Tue, 16 Jul 2024UK£162.5bUK£191.4bUK£6.3b15.9x25.7x0.8x
Thu, 13 Jun 2024UK£188.4bUK£202.5bUK£5.4b15.8x34.6x0.9x
Sat, 11 May 2024UK£195.8bUK£200.6bUK£5.2b16.5x37.6x1x
Mon, 08 Apr 2024UK£190.8bUK£205.0bUK£5.1b15.1x37.7x0.9x
Wed, 06 Mar 2024UK£191.2bUK£205.0bUK£6.3b15.2x30.5x0.9x
Fri, 02 Feb 2024UK£196.7bUK£223.5bUK£6.7b14.2x29.5x0.9x
Sun, 31 Dec 2023UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Tue, 28 Nov 2023UK£188.4bUK£223.5bUK£6.2b12.2x30.3x0.8x
Thu, 26 Oct 2023UK£179.8bUK£223.7bUK£6.0b11.8x30x0.8x
Sat, 23 Sep 2023UK£194.5bUK£223.0bUK£5.8b12.5x33.3x0.9x
Mon, 21 Aug 2023UK£191.3bUK£222.2bUK£6.0b12.2x31.7x0.9x
Wed, 19 Jul 2023UK£199.8bUK£214.1bUK£6.3b12.8x31.9x0.9x
Fri, 16 Jun 2023UK£200.5bUK£214.2bUK£6.2b13.8x32.2x0.9x
Sun, 14 May 2023UK£207.6bUK£212.3bUK£6.5b13.4x31.7x1x
Tue, 11 Apr 2023UK£195.0bUK£208.1bUK£7.1b12x27.6x0.9x
Thu, 09 Mar 2023UK£201.0bUK£209.9bUK£8.3b12.6x24.3x1x
Sat, 04 Feb 2023UK£203.6bUK£206.8bUK£8.2b12.8x24.8x1x
Mon, 02 Jan 2023UK£171.3bUK£202.9bUK£8.1b10.8x21.2x0.8x
Wed, 30 Nov 2022UK£173.6bUK£201.5bUK£8.5b9.9x20.5x0.9x
Fri, 28 Oct 2022UK£163.5bUK£195.2bUK£7.8b8.1x20.8x0.8x
Sun, 25 Sep 2022UK£158.5bUK£194.3bUK£8.0b8.9x19.8x0.8x
Price to Earnings Ratio

19.8x


Total Market Cap: UK£158.5bTotal Earnings: UK£8.0bTotal Revenue: UK£194.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.3x202320242025
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 30.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.92x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 16% per year over the last three years,
  • Revenues have also declined 2.2% 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-0.078%
Consumer Discretionary0.86%
Auto15.42%
Consumer Durables3.16%
Auto Components2.31%
General Merchandise and Department Stores1.84%
Specialty Stores1.22%
Hospitality0.17%
Retail Distributors0.12%
Online Retail and Ecommerce0%0
Consumer Services-0.17%
Leisure-0.97%
Luxury-2.54%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 111x.
    • Analysts are expecting annual earnings growth of 27.8%, which is higher than its past year's earnings growth of 4.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 74% over the next 5 years.
  • In contrast, the Consumer Services industry is expected to see its earnings grow by 2.7% 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
VTY Vistry GroupUK£6.4112.7%
+UK£231.3m		-52.9%PE56.9x
BME B&M European Value RetailUK£2.525.8%
+UK£138.7m		-40.3%PE7.9x
BTRW Barratt RedrowUK£3.732.5%
+UK£128.1m		-26.4%PE28.4x
PSN PersimmonUK£11.123.4%
+UK£116.9m		-33.8%PE13.9x
AML Aston Martin Lagonda Global HoldingsUK£0.8215.4%
+UK£110.9m		-50.2%PS0.6x

Latest News

BTRW
UK£3.73
Barratt Redrow
7D
2.5%
1Y
-26.4%
GAW
UK£147.00
Games Workshop Group
7D
-0.9%
1Y
40.3%
VTY
UK£6.41
Vistry Group
7D
12.7%
1Y
-52.9%

Vistry Group PLC Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

Sep 14
Vistry Group PLC Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected
PTEC
UK£3.59
Playtech
7D
-9.6%
1Y
-50.5%
THG
UK£0.37
THG
7D
27.5%
1Y
-31.4%
PPH
UK£13.04
PPHE Hotel Group
7D
-6.5%
1Y
3.5%
TRN
UK£2.85
Trainline
7D
9.7%
1Y
-12.6%
CRN
UK£1.73
Cairn Homes
7D
-5.7%
1Y
12.2%
IHG
UK£87.32
InterContinental Hotels Group
7D
-3.3%
1Y
10.3%

Asian Expansion And Digital Bookings Will Transform Hospitality

Analysts have slightly reduced their price target for InterContinental Hotels Group to £89.37, primarily due to currency headwinds and continued U.S. RevPAR pressure, despite ongoing confidence in management's growth initiatives and the resilience of the operating model. Analyst Commentary Bullish analysts highlighted the resilience of InterContinental Hotels Group's operating model, as evidenced by solid Q2 results.
BRBY
UK£11.13
Burberry Group
7D
-5.1%
1Y
83.0%

Does Burberry Group (LON:BRBY) Have A Healthy Balance Sheet?

Sep 10
Does Burberry Group (LON:BRBY) Have A Healthy Balance Sheet?
PSON
UK£10.34
Pearson
7D
-0.5%
1Y
1.0%

Pearson (LON:PSON) Shareholders Will Want The ROCE Trajectory To Continue

Sep 09
Pearson (LON:PSON) Shareholders Will Want The ROCE Trajectory To Continue
BME
UK£2.52
B&M European Value Retail
7D
5.8%
1Y
-40.3%

Is Now An Opportune Moment To Examine B&M European Value Retail S.A. (LON:BME)?

Sep 05
Is Now An Opportune Moment To Examine B&M European Value Retail S.A. (LON:BME)?
PSN
UK£11.12
Persimmon
7D
3.4%
1Y
-33.8%

UK Housing Demand Will Fuel Future Market Expansion

Analysts remain split on Persimmon, with bullish sentiment driven by new site openings and an improved operating outlook balancing persistent near-term concerns over affordability and margins, resulting in an unchanged consensus price target of £14.92. Analyst Commentary Bullish analysts raise targets and recommendations due to Persimmon's continued success in opening new sites and increasing the number of active sites, which supports growth expectations.
ENT
UK£8.70
Entain
7D
-0.7%
1Y
18.1%

Digitalization Will Expand iGaming And Online Betting

Analysts maintain a positive outlook on Entain due to improved operational performance, management execution, and favorable regulatory developments, resulting in no change to the consensus price target, which remains at £11.39. Analyst Commentary Bullish analysts highlight improved operational performance and execution driving positive momentum in core markets.
BKG
UK£37.04
Berkeley Group Holdings
7D
2.8%
1Y
-24.5%

Berkeley Group Holdings (LON:BKG) Has Some Way To Go To Become A Multi-Bagger

Aug 25
Berkeley Group Holdings (LON:BKG) Has Some Way To Go To Become A Multi-Bagger
AML
UK£0.82
Aston Martin Lagonda Global Holdings
7D
15.4%
1Y
-50.2%