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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedAug 31, 2025
DataAggregated Company Financials
Companies114
  • 7D-3.1%
  • 3M-4.8%
  • 1Y-8.0%
  • YTD-4.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.1%, driven by a pullback from Compass Group of 4.0%. However, the industry is down 8.0% over the past year. Looking forward, earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Sep 2025UK£154.5bUK£182.4bUK£4.9b15.4x31.7x0.8x
Wed, 30 Jul 2025UK£161.2bUK£184.0bUK£4.8b15.8x33.3x0.9x
Fri, 27 Jun 2025UK£160.4bUK£183.4bUK£4.8b16.8x33.3x0.9x
Sun, 25 May 2025UK£164.2bUK£183.7bUK£4.9b17.3x33.4x0.9x
Tue, 22 Apr 2025UK£153.3bUK£182.9bUK£4.8b15.8x32x0.8x
Thu, 20 Mar 2025UK£153.0bUK£186.8bUK£5.5b14.6x28x0.8x
Sat, 15 Feb 2025UK£165.6bUK£189.8bUK£5.4b15.5x30.9x0.9x
Mon, 13 Jan 2025UK£157.9bUK£190.6bUK£5.4b15.4x29.2x0.8x
Wed, 11 Dec 2024UK£168.4bUK£190.0bUK£5.3b16x31.5x0.9x
Fri, 08 Nov 2024UK£168.0bUK£189.2bUK£5.9b16.3x28.4x0.9x
Sun, 06 Oct 2024UK£170.6bUK£189.6bUK£6.1b17.5x28.2x0.9x
Tue, 03 Sep 2024UK£171.2bUK£188.9bUK£6.4b16.7x26.9x0.9x
Thu, 01 Aug 2024UK£169.9bUK£191.7bUK£6.2b16.3x27.5x0.9x
Sat, 29 Jun 2024UK£157.9bUK£192.3bUK£6.4b15.9x24.8x0.8x
Mon, 27 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Wed, 24 Apr 2024UK£189.7bUK£204.6bUK£5.3b15.7x35.7x0.9x
Fri, 22 Mar 2024UK£194.3bUK£205.4bUK£6.0b15x32.4x0.9x
Sun, 18 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Tue, 16 Jan 2024UK£193.4bUK£224.0bUK£6.6b14x29.2x0.9x
Thu, 14 Dec 2023UK£192.8bUK£224.3bUK£6.1b13.8x31.6x0.9x
Sat, 11 Nov 2023UK£183.2bUK£223.9bUK£6.1b12.3x29.9x0.8x
Mon, 09 Oct 2023UK£186.5bUK£223.6bUK£5.8b12.2x32.2x0.8x
Wed, 06 Sep 2023UK£194.4bUK£221.9bUK£6.1b12.6x32.1x0.9x
Fri, 04 Aug 2023UK£199.7bUK£216.2bUK£6.5b12.2x30.7x0.9x
Sun, 02 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Tue, 30 May 2023UK£201.6bUK£214.2bUK£6.3b13.3x31.9x0.9x
Thu, 27 Apr 2023UK£206.2bUK£207.9bUK£6.6b12.8x31.1x1x
Sat, 25 Mar 2023UK£190.0bUK£207.7bUK£7.0b11.7x26.9x0.9x
Mon, 20 Feb 2023UK£201.6bUK£207.1bUK£8.2b12.5x24.7x1x
Wed, 18 Jan 2023UK£194.5bUK£206.6bUK£8.5b11.7x22.8x0.9x
Fri, 16 Dec 2022UK£172.1bUK£203.0bUK£8.2b10.6x20.9x0.8x
Sun, 13 Nov 2022UK£174.4bUK£196.4bUK£8.1b9.9x21.5x0.9x
Tue, 11 Oct 2022UK£6.8tUK£194.8bUK£8.1b8x841.8x35.1x
Thu, 08 Sep 2022UK£167.1bUK£190.8bUK£8.8b10.8x19x0.9x
Price to Earnings Ratio

19x


Total Market Cap: UK£167.1bTotal Earnings: UK£8.8bTotal Revenue: UK£190.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.1x202320242025
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 30.1x.
  • 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 18% 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 Market2.72%
Consumer Discretionary-3.07%
Luxury2.82%
Auto Components0.34%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-2.08%
Consumer Services-2.12%
Retail Distributors-2.46%
Leisure-2.79%
Specialty Stores-2.99%
Hospitality-3.46%
Consumer Durables-4.94%
Auto-6.52%
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 28.3%, 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 2.9% 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
BRBY Burberry GroupUK£12.844.9%
+UK£216.3m		92.2%PS1.9x
JD. JD Sports FashionUK£0.963.0%
+UK£139.7m		-30.4%PE9.9x
BOOT Henry BootUK£2.374.4%
+UK£13.4m		5.8%PE13.6x
DEBS boohoo groupUK£0.154.5%
+UK£9.2m		-45.6%PS0.3x
IHG InterContinental Hotels GroupUK£89.520.1%
+UK£8.7m		18.0%PE24.6x

Latest News

DEBS
UK£0.15
boohoo group
7D
4.5%
1Y
-45.6%
BOOT
UK£2.37
Henry Boot
7D
4.4%
1Y
5.8%
JD.
UK£0.96
JD Sports Fashion
7D
3.0%
1Y
-30.4%
IHG
UK£89.52
InterContinental Hotels Group
7D
0.1%
1Y
18.0%

Asian Expansion And Digital Bookings Will Transform Hospitality

InterContinental Hotels Group's consensus price target was modestly raised to £90.36, as analysts cited resilient Q2 performance, robust growth in signings, and increased loyalty contribution, partly offset by FX headwinds and ongoing U.S. RevPAR weakness. Analyst Commentary Resilient operating model demonstrated in Q2 results supports modest target increases, despite limited share upside.
BRBY
UK£12.84
Burberry Group
7D
4.9%
1Y
92.2%

British Luxury And Digital Retail Will Redefine Future Markets

With negligible changes in both the discount rate and future P/E, Burberry Group's consensus analyst price target essentially remained flat at £12.34. Valuation Changes Summary of Valuation Changes for Burberry Group The Consensus Analyst Price Target remained effectively unchanged, at £12.34.
CPG
UK£25.12
Compass Group
7D
-4.0%
1Y
4.7%

Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies

Despite robust organic revenue growth, improved margins, solid cash flow, and ongoing geographic expansion supporting long-term prospects, Compass Group’s consensus analyst price target has marginally decreased from £27.94 to £27.44. Analyst Commentary Bullish analysts point to robust organic revenue growth, driven by strong contract wins and client retention.
BKG
UK£36.00
Berkeley Group Holdings
7D
-5.1%
1Y
-30.3%

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Aug 25
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BWY
UK£23.30
Bellway
7D
-5.9%
1Y
-23.2%

Bellway p.l.c. (LON:BWY) Not Lagging Market On Growth Or Pricing

Aug 21
Bellway p.l.c. (LON:BWY) Not Lagging Market On Growth Or Pricing
TW.
UK£0.96
Taylor Wimpey
7D
-4.9%
1Y
-40.6%

Returns On Capital At Taylor Wimpey (LON:TW.) Paint A Concerning Picture

Aug 21
Returns On Capital At Taylor Wimpey (LON:TW.) Paint A Concerning Picture
KGF
UK£2.57
Kingfisher
7D
-8.5%
1Y
-9.4%

What You Can Learn From Kingfisher plc's (LON:KGF) P/E

Aug 16
What You Can Learn From Kingfisher plc's (LON:KGF) P/E
PSN
UK£10.63
Persimmon
7D
-5.8%
1Y
-35.3%
NXT
UK£119.55
NEXT
7D
-2.2%
1Y
17.6%
BTRW
UK£3.60
Barratt Redrow
7D
-5.1%
1Y
-29.1%

Is Now The Time To Look At Buying Barratt Redrow plc (LON:BTRW)?

Aug 12
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ABDP
UK£14.25
AB Dynamics
7D
2.5%
1Y
-30.8%

Slowing Rates Of Return At AB Dynamics (LON:ABDP) Leave Little Room For Excitement

Jul 09
Slowing Rates Of Return At AB Dynamics (LON:ABDP) Leave Little Room For Excitement
FSTA
UK£5.80
Fuller Smith & Turner
7D
2.1%
1Y
-22.0%
TUNE
UK£1.63
Focusrite
7D
6.6%
1Y
-45.8%