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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedAug 30, 2026
DataAggregated Company Financials
Companies113
  • 7D0.6%
  • 3M5.9%
  • 1Y-3.5%
  • YTD-1.8%

In the last week, Consumer Discretionary has been flat. As for the longer term, the industry has declined 3.5% in the last 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
Mon, 31 Aug 2026UK£161.9bUK£200.3bUK£6.4b15.1x25.4x0.8x
Wed, 29 Jul 2026UK£165.9bUK£199.7bUK£6.1b14.5x27x0.8x
Fri, 26 Jun 2026UK£160.9bUK£198.9bUK£6.1b14x26.2x0.8x
Sun, 24 May 2026UK£153.6bUK£198.4bUK£6.2b13.2x24.6x0.8x
Tue, 21 Apr 2026UK£152.2bUK£195.6bUK£6.0b12.5x25.3x0.8x
Thu, 19 Mar 2026UK£136.9bUK£183.6bUK£5.2b13.4x26.2x0.7x
Sat, 14 Feb 2026UK£145.9bUK£181.4bUK£5.4b14.2x27.2x0.8x
Mon, 12 Jan 2026UK£155.5bUK£185.8bUK£5.2b15.3x29.9x0.8x
Wed, 10 Dec 2025UK£150.0bUK£186.2bUK£5.2b15.3x28.6x0.8x
Fri, 07 Nov 2025UK£153.2bUK£184.7bUK£4.9b15.3x31.1x0.8x
Sun, 05 Oct 2025UK£156.7bUK£182.5bUK£5.0b15.4x31.4x0.9x
Tue, 02 Sep 2025UK£154.4bUK£182.4bUK£4.9b15.6x31.7x0.8x
Thu, 31 Jul 2025UK£161.1bUK£184.3bUK£4.8b15.9x33.2x0.9x
Sat, 28 Jun 2025UK£163.2bUK£183.5bUK£4.8b16.9x33.8x0.9x
Mon, 26 May 2025UK£164.2bUK£183.7bUK£4.9b17.3x33.4x0.9x
Wed, 23 Apr 2025UK£153.7bUK£182.8bUK£4.8b15.5x32.1x0.8x
Fri, 21 Mar 2025UK£151.2bUK£186.9bUK£5.4b15.2x27.8x0.8x
Sun, 16 Feb 2025UK£165.6bUK£189.9bUK£5.4b15.5x30.9x0.9x
Tue, 14 Jan 2025UK£156.8bUK£190.8bUK£5.4b15.4x28.9x0.8x
Thu, 12 Dec 2024UK£169.7bUK£189.9bUK£5.3b16.2x31.8x0.9x
Sat, 09 Nov 2024UK£166.4bUK£189.4bUK£5.9b16.3x28x0.9x
Mon, 07 Oct 2024UK£170.6bUK£189.6bUK£6.1b17.5x28.2x0.9x
Wed, 04 Sep 2024UK£170.7bUK£189.0bUK£6.4b16.3x26.8x0.9x
Fri, 02 Aug 2024UK£170.8bUK£191.9bUK£6.1b16.5x28x0.9x
Sun, 30 Jun 2024UK£157.9bUK£192.3bUK£6.3b15.9x24.9x0.8x
Tue, 28 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Thu, 25 Apr 2024UK£188.0bUK£204.6bUK£5.3b15.6x35.4x0.9x
Sat, 23 Mar 2024UK£194.4bUK£205.0bUK£5.9b15.1x32.9x0.9x
Mon, 19 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Wed, 17 Jan 2024UK£193.9bUK£224.0bUK£6.6b13.9x29.2x0.9x
Fri, 15 Dec 2023UK£197.2bUK£224.3bUK£6.1b14.4x32.3x0.9x
Sun, 12 Nov 2023UK£184.7bUK£223.9bUK£6.1b12.3x30.2x0.8x
Tue, 10 Oct 2023UK£184.3bUK£223.6bUK£5.8b11.8x31.8x0.8x
Thu, 07 Sep 2023UK£192.6bUK£222.0bUK£6.0b12.5x31.9x0.9x
Price to Earnings Ratio

31.9x


Total Market Cap: UK£192.6bTotal Earnings: UK£6.0bTotal Revenue: UK£222.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 29.9x202420252026
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 25.4x which is lower than its 3-year average PE of 29.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.85x.
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 Market0.12%
Consumer Discretionary0.65%
Auto Components3.39%
Consumer Services3.10%
Retail Distributors2.23%
Consumer Durables2.22%
General Merchandise and Department Stores1.76%
Specialty Stores1.20%
Luxury0.57%
Online Retail and Ecommerce0%0
Hospitality-0.76%
Leisure-1.28%
Auto-2.16%
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 61.6%, 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 62% 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$162.652.0%
+US$472.7m		34.5%PE33.7x
NXT NEXTUK£155.751.9%
+UK£331.0m		30.3%PE20x
PSON PearsonUK£12.343.2%
+UK£228.4m		14.5%PE23.2x
VTY Vistry GroupUK£3.0314.4%
+UK£121.2m		-50.5%PE7x
JD. JD Sports FashionUK£0.872.6%
+UK£103.9m		-9.7%PE9.6x

Latest News

HFD
UK£2.74
Halfords Group
7D
17.6%
1Y
99.6%
JD.
UK£0.87
JD Sports Fashion
7D
2.6%
1Y
-9.7%
Analysis Article • Aug 28

What Does JD Sports Fashion Plc's (LON:JD.) Share Price Indicate?

While JD Sports Fashion Plc ( LON:JD. ) might not have the largest market cap around , it saw a double-digit share...
NXT
UK£155.75
NEXT
7D
1.9%
1Y
30.3%
IHG
US$162.65
InterContinental Hotels Group
7D
2.0%
1Y
34.5%
GAW
UK£184.20
Games Workshop Group
7D
-1.3%
1Y
19.2%
DOCS
UK£0.78
Dr. Martens
7D
-5.1%
1Y
-14.4%
CPG
US$30.65
Compass Group
7D
-0.9%
1Y
-9.7%
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.
WOSG
UK£7.19
Watches of Switzerland Group
7D
5.7%
1Y
120.0%
Narrative Update • Aug 17

WOSG: Raised Earnings Conviction And U.S. Expansion Will Face Richer Valuation Ceiling

The analyst fair value estimate for Watches of Switzerland Group has been raised from £4.30 to £7.25. The updated view reflects higher Street price targets in the £6.50 to £8.50 range and increased analyst focus on U.S. luxury demand, brand mix and earnings potential.
RNK
UK£1.03
Rank Group
7D
-7.4%
1Y
-23.4%
ENT
UK£5.13
Entain
7D
-4.5%
1Y
-41.5%
VTY
UK£3.03
Vistry Group
7D
14.4%
1Y
-50.5%
PSN
UK£11.79
Persimmon
7D
2.3%
1Y
10.9%
PSON
UK£12.34
Pearson
7D
3.2%
1Y
14.5%
GYM
UK£1.96
Gym Group
7D
-7.1%
1Y
41.6%
Narrative Update • Jul 24

GYM: New Scalable Format Rollout Will Drive Future Upside Potential

Analysts have lifted Gym Group's implied fair value from £2.38 to £2.90, citing revised assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Gym Group Gym Group set out a rollout plan that includes a new format design intended to be scalable and cost effective across its estate.
DNLM
UK£8.70
Dunelm Group
7D
-1.6%
1Y
-27.5%
Narrative Update • Jul 23

DNLM: Reassuring Q4 Trading Update Will Support Earnings Resilience

The analyst price target for Dunelm Group has been trimmed by £0.93 to reflect a slightly lower fair value estimate of £13.32. Analysts are factoring in softer revenue growth assumptions, a modestly lower profit margin outlook and a marginally higher future P/E expectation, while recent Street research has shifted towards more cautious but still generally constructive views on the stock.
KGF
UK£3.16
Kingfisher
7D
-1.8%
1Y
22.6%
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.