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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies114
  • 7D-1.2%
  • 3M-9.3%
  • 1Y-10.4%
  • YTD-9.8%

In the last week, the Consumer Discretionary industry is up 3.0%, with Games Workshop Group leading the way with a 4.1% gain. During this same period, the Compass Group underperformed, falling 6.7%. However, the industry is down 11% 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, 16 Apr 2026UK£148.3bUK£195.5bUK£6.0b12.6x24.6x0.8x
Sat, 14 Mar 2026UK£139.5bUK£183.6bUK£5.2b13.5x26.7x0.8x
Mon, 09 Feb 2026UK£145.5bUK£181.1bUK£5.3b14.4x27.3x0.8x
Wed, 07 Jan 2026UK£153.3bUK£185.6bUK£5.2b15.2x29.6x0.8x
Fri, 05 Dec 2025UK£152.4bUK£185.9bUK£5.1b15.4x29.7x0.8x
Sun, 02 Nov 2025UK£156.1bUK£183.6bUK£4.9b15.8x32x0.9x
Tue, 30 Sep 2025UK£157.3bUK£184.7bUK£5.0b15.3x31.7x0.9x
Thu, 28 Aug 2025UK£157.3bUK£182.5bUK£4.9b15.5x32.2x0.9x
Sat, 26 Jul 2025UK£163.5bUK£184.1bUK£4.9b15.7x33.4x0.9x
Mon, 23 Jun 2025UK£159.3bUK£184.1bUK£4.9b16.8x32.4x0.9x
Wed, 21 May 2025UK£167.4bUK£183.3bUK£4.8b17.2x34.8x0.9x
Fri, 18 Apr 2025UK£153.3bUK£183.0bUK£4.8b15.8x32x0.8x
Sun, 16 Mar 2025UK£154.1bUK£187.0bUK£5.5b14.4x28.1x0.8x
Tue, 11 Feb 2025UK£164.6bUK£191.0bUK£5.4b15.3x30.6x0.9x
Thu, 09 Jan 2025UK£160.0bUK£191.0bUK£5.4b15.6x29.6x0.8x
Sat, 07 Dec 2024UK£170.1bUK£189.9bUK£5.4b16.1x31.7x0.9x
Mon, 04 Nov 2024UK£168.0bUK£189.7bUK£6.0b16.3x27.9x0.9x
Wed, 02 Oct 2024UK£171.4bUK£188.9bUK£6.2b17x27.5x0.9x
Fri, 30 Aug 2024UK£168.7bUK£188.9bUK£6.4b16.4x26.5x0.9x
Sun, 28 Jul 2024UK£168.2bUK£191.5bUK£6.2b16.1x27.2x0.9x
Tue, 25 Jun 2024UK£160.7bUK£193.0bUK£6.4b15.5x25.2x0.8x
Thu, 23 May 2024UK£195.0bUK£202.5bUK£5.0b15.8x38.8x1x
Sat, 20 Apr 2024UK£185.7bUK£204.7bUK£5.3b15.5x34.8x0.9x
Mon, 18 Mar 2024UK£191.9bUK£205.1bUK£6.3b15.3x30.4x0.9x
Wed, 14 Feb 2024UK£189.5bUK£204.0bUK£6.3b14.2x30x0.9x
Fri, 12 Jan 2024UK£192.5bUK£224.0bUK£6.6b14x29x0.9x
Sun, 10 Dec 2023UK£192.8bUK£224.3bUK£6.1b13.5x31.6x0.9x
Tue, 07 Nov 2023UK£185.5bUK£223.7bUK£6.1b12.2x30.4x0.8x
Thu, 05 Oct 2023UK£187.9bUK£223.5bUK£5.8b12x32.4x0.8x
Sat, 02 Sep 2023UK£195.6bUK£222.5bUK£6.1b12.6x32.2x0.9x
Mon, 31 Jul 2023UK£204.1bUK£216.4bUK£6.5b13x31.2x0.9x
Wed, 28 Jun 2023UK£196.9bUK£214.6bUK£6.2b12.9x31.9x0.9x
Fri, 26 May 2023UK£202.0bUK£214.1bUK£6.3b13.2x31.9x0.9x
Sun, 23 Apr 2023UK£204.8bUK£207.6bUK£6.7b12.8x30.7x1x
Price to Earnings Ratio

30.7x


Total Market Cap: UK£204.8bTotal Earnings: UK£6.7bTotal Revenue: UK£207.6bTotal 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 24.6x 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 3.3% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

GB Market-0.19%
Consumer Discretionary-1.15%
Auto11.00%
Consumer Services4.41%
Leisure4.09%
Specialty Stores0.84%
General Merchandise and Department Stores0.38%
Luxury0.19%
Online Retail and Ecommerce0%0
Auto Components-0.38%
Retail Distributors-0.97%
Consumer Durables-1.72%
Hospitality-3.74%
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 14.9%, which is higher than its past year's earnings decline of 8.1% 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 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
GAW Games Workshop GroupUK£195.204.1%
+UK£254.4m		34.9%PE31.3x
PSON PearsonUK£10.504.1%
+UK£228.4m		-10.3%PE19.1x
IHG InterContinental Hotels GroupUS$141.701.1%
+US$239.0m		40.1%PE27.9x
JD. JD Sports FashionUK£0.762.9%
+UK£104.8m		3.5%PE7.2x
THG THGUK£0.3719.3%
+UK£97.1m		28.3%PS0.3x

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GAW
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