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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies114
  • 7D-1.8%
  • 3M4.9%
  • 1Y-12.2%
  • YTD-5.6%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.8%, driven by InterContinental Hotels Group declining 3.4%. The industry has fallen 12% in the last year. Looking forward, earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Jul 2026UK£156.8bUK£198.8bUK£6.3b13.6x24.9x0.8x
Sat, 06 Jun 2026UK£157.8bUK£198.7bUK£6.1b13.7x25.7x0.8x
Mon, 04 May 2026UK£146.9bUK£195.5bUK£6.1b12.1x24.2x0.8x
Wed, 01 Apr 2026UK£131.7bUK£184.3bUK£5.5b11.6x24.1x0.7x
Fri, 27 Feb 2026UK£151.0bUK£181.8bUK£5.4b14.4x28.1x0.8x
Sun, 25 Jan 2026UK£149.9bUK£185.2bUK£5.2b14.1x28.9x0.8x
Tue, 23 Dec 2025UK£153.5bUK£185.7bUK£5.2b14.9x29.6x0.8x
Thu, 20 Nov 2025UK£149.5bUK£185.0bUK£4.9b15.7x30.4x0.8x
Sat, 18 Oct 2025UK£155.2bUK£182.9bUK£5.0b16.5x31.2x0.8x
Mon, 15 Sep 2025UK£154.6bUK£182.2bUK£4.8b14.9x32.2x0.8x
Wed, 13 Aug 2025UK£156.7bUK£183.5bUK£4.7b15.6x33.1x0.9x
Fri, 11 Jul 2025UK£162.1bUK£184.1bUK£4.9b15.9x33.1x0.9x
Sun, 08 Jun 2025UK£162.1bUK£183.7bUK£4.9b16.9x33.2x0.9x
Tue, 06 May 2025UK£160.0bUK£182.4bUK£4.8b16.2x33.1x0.9x
Thu, 03 Apr 2025UK£152.2bUK£186.5bUK£4.9b16.8x31.1x0.8x
Sat, 01 Mar 2025UK£160.2bUK£189.9bUK£5.3b14.6x30.3x0.8x
Mon, 27 Jan 2025UK£160.9bUK£190.7bUK£5.4b15.5x29.6x0.8x
Wed, 25 Dec 2024UK£163.8bUK£190.5bUK£5.4b15.9x30.4x0.9x
Fri, 22 Nov 2024UK£162.0bUK£189.9bUK£5.6b15.8x28.7x0.9x
Sun, 20 Oct 2024UK£172.4bUK£189.3bUK£5.9b17.5x29.3x0.9x
Tue, 17 Sep 2024UK£174.3bUK£188.1bUK£6.3b16x27.7x0.9x
Thu, 15 Aug 2024UK£169.0bUK£191.7bUK£6.6b16.1x25.8x0.9x
Sat, 13 Jul 2024UK£164.0bUK£191.4bUK£6.3b16.2x26x0.9x
Mon, 10 Jun 2024UK£191.7bUK£202.8bUK£5.5b15.7x35.2x0.9x
Wed, 08 May 2024UK£193.2bUK£200.7bUK£5.3b16.7x36.7x1x
Fri, 05 Apr 2024UK£192.2bUK£205.0bUK£5.0b15.1x38.1x0.9x
Sun, 03 Mar 2024UK£193.1bUK£203.4bUK£6.2b15.3x31x0.9x
Tue, 30 Jan 2024UK£198.2bUK£223.5bUK£6.6b14.4x30.2x0.9x
Thu, 28 Dec 2023UK£200.7bUK£224.0bUK£6.6b14x30.3x0.9x
Sat, 25 Nov 2023UK£188.6bUK£223.5bUK£6.2b12.2x30.3x0.8x
Mon, 23 Oct 2023UK£179.0bUK£223.7bUK£6.0b11.9x29.9x0.8x
Wed, 20 Sep 2023UK£193.8bUK£222.5bUK£5.8b12.4x33.4x0.9x
Fri, 18 Aug 2023UK£193.5bUK£217.6bUK£6.1b12.3x31.7x0.9x
Sun, 16 Jul 2023UK£199.3bUK£214.1bUK£6.3b12.8x31.9x0.9x
Price to Earnings Ratio

31.9x


Total Market Cap: UK£199.3bTotal Earnings: UK£6.3bTotal Revenue: UK£214.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.2x202420252026
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 24.9x which is lower than its 3-year average PE of 30.2x.
  • 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 2.4% 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-0.23%
Consumer Discretionary-1.84%
Consumer Services1.92%
Online Retail and Ecommerce0%0
Hospitality-0.25%
Auto Components-0.69%
Luxury-0.88%
Retail Distributors-1.82%
General Merchandise and Department Stores-2.68%
Specialty Stores-2.93%
Consumer Durables-4.53%
Leisure-6.90%
Auto-8.51%
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 77.3%, 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 77% 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
PSON PearsonUK£12.672.5%
+UK£186.4m		20.7%PE22.7x
CPG Compass GroupUS$32.130.3%
+US$170.0m		-5.8%PE27.1x
MAB Mitchells & ButlersUK£2.636.0%
+UK£89.0m		-8.7%PE8.5x
SSPG SSP GroupUK£1.931.7%
+UK£25.2m		4.0%PS0.4x
MOON Moonpig GroupUK£2.562.4%
+UK£18.1m		17.4%PE15x

Latest News

BKG
UK£32.30
Berkeley Group Holdings
7D
-7.3%
1Y
-11.6%
Narrative Update • Jul 07

BKG: Cautious Outlook Will Tighten Margins As Sector Headwinds Persist

The updated narrative on Berkeley Group Holdings reflects a lower analyst fair value estimate of £28.00 per share. This change is influenced by recent cuts to price targets to a range of around £3,000 to £4,100 and more cautious assumptions on revenue, margins and future P/E multiples from analysts.
KGF
UK£2.69
Kingfisher
7D
-4.3%
1Y
-5.1%
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.
TBTG
UK£3.55
Beauty Tech Group
7D
4.4%
1Y
n/a
PSON
UK£12.67
Pearson
7D
2.5%
1Y
20.7%
Narrative Update • Jul 07

PSON: AI Skills Expansion And Margin Outlook Will Support Future Upside

Analysts have lifted their price target for Pearson by £0.10, citing updated assumptions around long term revenue growth, profit margins, and future P/E multiples in their valuation work. What’s in the News for Pearson Pearson and Amazon Web Services released research indicating the U.S. currently leads in AI innovation but faces gaps in preparing students for an AI-ready workforce, highlighting employer demand for higher education credentials in the AI era.
CPG
US$32.13
Compass Group
7D
0.3%
1Y
-5.8%
Narrative Update • Jul 06

nan

Analysts have trimmed their price target on Compass Group to about $47.17 from roughly $48.91, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that collectively point to a slightly lower fair value estimate. What’s in the News for Compass Group No recent Compass Group news items were identified in the provided sources.
IHG
US$162.80
InterContinental Hotels Group
7D
-3.4%
1Y
36.8%
Narrative Update • Jul 06

IHG: Future Returns Will Hinge On RevPAR Trends And Net Unit Acceleration

InterContinental Hotels Group's analyst price targets have moved higher into a $188 to $195 range as analysts point to stronger than expected RevPAR momentum in the U.S., improving net unit growth and a healthier pipeline as key supports for the updated valuation. Analyst Commentary Recent research on InterContinental Hotels Group highlights a cluster of higher price targets, with analysts focusing on RevPAR trends, net unit growth and the development pipeline as key drivers behind their views on the stock's valuation and execution risk.
VCP
UK£0.73
Victoria
7D
26.6%
1Y
-14.8%
MOON
UK£2.56
Moonpig Group
7D
2.4%
1Y
17.4%
Analysis Article • Jul 02

What Does Moonpig Group PLC's (LON:MOON) Share Price Indicate?

Moonpig Group PLC ( LON:MOON ), might not be a large cap stock, but it saw a significant share price rise of 23% in the...
NXT
UK£142.70
NEXT
7D
-2.9%
1Y
17.2%
MARS
UK£0.54
Marston's
7D
4.4%
1Y
26.8%
New Narrative • Jun 27

Format Risks Around Format Rollout And Margins Will Define Future Pub Returns

Catalysts About Marston's Marston's operates a large, predominantly freehold pub estate in the U.K., focused on local, community-led formats. What are the underlying business or industry changes driving this perspective?
BWY
UK£18.44
Bellway
7D
-5.8%
1Y
-30.0%
Narrative Update • Jun 24

BWY: Future P/E Will Balance Rating Resets And Margin Execution Risks

The analyst fair value estimate for Bellway has been reduced from £19.00 to £17.20 as analysts trim price targets across the sector, citing softer revenue growth assumptions, lower margin expectations and a higher implied future P/E multiple despite generally maintained positive ratings. Analyst Commentary on Bellway Recent research on Bellway points to a more cautious stance from several bearish analysts, even where positive ratings are maintained.
PSN
UK£9.99
Persimmon
7D
-5.7%
1Y
-18.3%
Narrative Update • Jun 23

PSN: Forward Order Book And Biggleswade Development Will Support Returns

Persimmon's analyst fair value estimate has been reduced from £13.97 to £13.42, in line with a series of lower Street price targets around £1,280 to £1,430. Analysts are factoring in slightly softer revenue growth, marginally tighter profit margins and a modestly lower future P/E assumption.
ENT
UK£5.21
Entain
7D
-5.6%
1Y
-44.4%
GAW
UK£200.40
Games Workshop Group
7D
-7.0%
1Y
24.6%
MAB
UK£2.63
Mitchells & Butlers
7D
6.0%
1Y
-8.7%
SSPG
UK£1.93
SSP Group
7D
1.7%
1Y
4.0%