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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies22
  • 7D5.0%
  • 3M10.5%
  • 1Y4.0%
  • YTD5.6%

Persimmon is up 7.5%, leading the way for the Consumer Durables industry, which has gained 5.0%. In the same time, MJ Gleeson was down 14%. This means that the industry has gained 4.0% over the past year. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

Has the U.K. Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Feb 2026UK£26.9bUK£25.7bUK£1.0b18.8x26x1x
Fri, 16 Jan 2026UK£25.4bUK£25.4bUK£929.7m15.9x27.4x1x
Sun, 14 Dec 2025UK£24.5bUK£25.4bUK£930.7m15.4x26.3x1x
Tue, 11 Nov 2025UK£25.3bUK£25.5bUK£945.7m14.3x26.7x1x
Thu, 09 Oct 2025UK£24.6bUK£25.2bUK£932.1m14x26.4x1x
Sat, 06 Sep 2025UK£23.3bUK£24.3bUK£898.2m13.8x26x1x
Mon, 04 Aug 2025UK£23.8bUK£24.2bUK£947.7m13.1x25.1x1x
Wed, 02 Jul 2025UK£27.1bUK£24.0bUK£1.2b13.8x23.3x1.1x
Fri, 30 May 2025UK£27.5bUK£24.1bUK£1.1b12.9x24.3x1.1x
Sun, 27 Apr 2025UK£26.3bUK£24.1bUK£1.3b12.4x20.6x1.1x
Tue, 25 Mar 2025UK£25.3bUK£23.9bUK£1.4b11.8x17.8x1.1x
Thu, 20 Feb 2025UK£25.8bUK£23.5bUK£1.4b12.7x18x1.1x
Sat, 18 Jan 2025UK£25.6bUK£23.2bUK£1.5b13.1x17x1.1x
Mon, 16 Dec 2024UK£27.2bUK£23.1bUK£1.5b13.6x18.1x1.2x
Wed, 13 Nov 2024UK£27.7bUK£23.1bUK£1.5b11.9x17.9x1.2x
Fri, 11 Oct 2024UK£31.5bUK£23.6bUK£1.6b12.5x19.3x1.3x
Sun, 08 Sep 2024UK£34.4bUK£23.7bUK£1.7b13.3x20.6x1.5x
Tue, 06 Aug 2024UK£33.6bUK£25.4bUK£1.9b14.1x17.5x1.3x
Thu, 04 Jul 2024UK£32.3bUK£25.5bUK£2.0b13.5x15.9x1.3x
Sat, 01 Jun 2024UK£33.5bUK£25.7bUK£2.1b14.5x16.2x1.3x
Mon, 29 Apr 2024UK£30.5bUK£25.7bUK£2.1b13.6x14.7x1.2x
Wed, 27 Mar 2024UK£31.4bUK£25.8bUK£2.1b14.2x14.9x1.2x
Fri, 23 Feb 2024UK£31.4bUK£26.8bUK£2.5b12.4x12.5x1.2x
Sun, 21 Jan 2024UK£32.3bUK£29.6bUK£2.9b9.6x11.2x1.1x
Tue, 19 Dec 2023UK£32.2bUK£29.6bUK£2.9b10.1x11.2x1.1x
Thu, 16 Nov 2023UK£29.4bUK£31.2bUK£2.8b8.6x10.5x0.9x
Sat, 14 Oct 2023UK£26.4bUK£31.3bUK£2.7b9.1x9.9x0.8x
Mon, 11 Sep 2023UK£27.1bUK£30.8bUK£2.7b8.4x10x0.9x
Wed, 09 Aug 2023UK£28.7bUK£31.8bUK£3.0b8.7x9.7x0.9x
Fri, 07 Jul 2023UK£25.2bUK£32.2bUK£3.0b8.8x8.3x0.8x
Sun, 04 Jun 2023UK£29.4bUK£32.2bUK£3.0b9.6x9.8x0.9x
Tue, 02 May 2023UK£30.8bUK£32.2bUK£3.0b10.5x10.2x1x
Thu, 30 Mar 2023UK£29.1bUK£32.2bUK£3.0b10.1x9.6x0.9x
Sat, 25 Feb 2023UK£29.8bUK£31.0bUK£3.1b11x9.5x1x
Price to Earnings Ratio

9.5x


Total Market Cap: UK£29.8bTotal Earnings: UK£3.1bTotal Revenue: UK£31.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Durables Industry Price to Earnings3Y Average 17.1x202420252026
Current Industry PE
  • Investors are optimistic on the British Consumer Durables industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 26.0x which is higher than its 3-year average PE of 17.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 31% per year over the last three years,
  • Revenues have also declined 6.1% 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 industry?

GB Market0.71%
Consumer Discretionary0.68%
Consumer Durables4.95%
Housewares and Specialties14.43%
Home Furnishings9.63%
Homebuilding5.07%
Household Appliances0.30%
Consumer Electronics-7.99%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 27.6x.
    • Analysts are expecting annual earnings growth of 50.3%, which is higher than its past year's earnings decline of 67.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings decline of 67% per year.
  • In contrast, the Housewares and Specialties industry is expected to see its earnings decline by 6.9% 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
PSN PersimmonUK£15.326.9%
+UK£315.7m		24.6%PE19.1x
BWY BellwayUK£28.688.3%
+UK£255.9m		21.0%PE21.3x
TW. Taylor WimpeyUK£1.165.7%
+UK£221.4m		1.1%PE48.6x
VTY Vistry GroupUK£7.213.1%
+UK£69.1m		18.0%PE63.1x
BKG Berkeley Group HoldingsUK£43.161.0%
+UK£41.6m		13.9%PE11.2x

Latest News

CRST
UK£1.62
Crest Nicholson Holdings
7D
7.8%
1Y
-0.06%
BOOT
UK£1.98
Henry Boot
7D
5.3%
1Y
-1.0%

BOOT: Freeport Industrial Scheme Will Support Future Margin Upside Potential

Analysts have trimmed their Henry Boot price target, with the revised fair value now set at £2.30. This reflects slightly higher discount rate assumptions, a marginally weaker revenue outlook, and a small uplift in expected profit margins and future P/E.
VTY
UK£7.21
Vistry Group
7D
3.1%
1Y
18.0%

Investors Holding Back On Vistry Group PLC (LON:VTY)

Feb 14
Investors Holding Back On Vistry Group PLC (LON:VTY)
GLE
UK£3.40
MJ Gleeson
7D
-13.9%
1Y
-30.9%

MJ Gleeson's (LON:GLE) Dividend Will Be £0.04

Feb 14
MJ Gleeson's (LON:GLE) Dividend Will Be £0.04
BTRW
UK£3.86
Barratt Redrow
7D
-0.9%
1Y
-12.2%

Synergy Benefits And Planning Reform Will Support A Stronger Long Term Housing Platform

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IGR
UK£0.65
IG Design Group
7D
36.1%
1Y
4.0%

IG Design Group (LON:IGR) Has Debt But No Earnings; Should You Worry?

Feb 12
IG Design Group (LON:IGR) Has Debt But No Earnings; Should You Worry?
BKG
UK£43.16
Berkeley Group Holdings
7D
1.0%
1Y
13.9%

BKG: JPMorgan Upgrade And Buybacks Will Support Stable Yet Balanced Future Returns

Analysts have nudged their price target for Berkeley Group Holdings slightly higher to about £42.95, citing updated views on discount rates, long run revenue trends, profit margins, and future P/E assumptions following recent research such as the JPMorgan upgrade. Analyst Commentary Bullish Takeaways Bullish analysts see the revised price target near £42.95 as consistent with their updated P/E assumptions, suggesting the current valuation lines up more closely with their view of the company’s earnings power.
BWY
UK£28.68
Bellway
7D
8.3%
1Y
21.0%

BWY: Higher P/E Assumptions And Dividend Policy Will Support Future Returns

Analysts have nudged their fair value estimate for Bellway slightly lower to £31.78 from £31.88, citing small adjustments to the discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations. What's in the News Shareholders approved the adoption of new Articles of Association at the AGM held on 27 November 2025, updating Bellway's company bylaws and governance framework (AGM, 27 November 2025).
TW.
UK£1.16
Taylor Wimpey
7D
5.7%
1Y
1.1%

TW.: Outlet Stability And Maintained 2025 Guidance Will Support Upside Potential

Analysts have trimmed their price targets for Taylor Wimpey by £0.02, reflecting a slightly higher discount rate and slightly lower future P/E assumptions, even though their revenue growth and profit margin expectations remain modestly higher. Analyst Commentary Recent research suggests that, even with slightly lower price targets, some bullish analysts still see room for Taylor Wimpey to execute on its plans and justify valuations that reflect modestly higher expectations for revenue and margins.
PSN
UK£15.32
Persimmon
7D
6.9%
1Y
24.6%

PSN: Higher Future P/E Assumptions Will Support Share Price Resilience

Narrative Update on Persimmon Analysts have nudged their fair value estimate for Persimmon higher to £16.23 from £16.14, citing refreshed assumptions on discount rates, revenue growth, profit margins and future P/E that collectively support a slightly richer price target despite a recent downgrade and only a modest target increase of 2 GBp from Citi. Analyst Commentary Recent commentary on Persimmon has been mixed, with one downgrade offset by a small target lift.
CHH
UK£4.20
Churchill China
7D
-3.4%
1Y
-29.1%

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Feb 03
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SPR
UK£1.26
Springfield Properties
7D
-3.4%
1Y
29.9%
TBTG
UK£3.05
Beauty Tech Group
7D
-4.1%
1Y
n/a
NTBR
UK£1.24
Northern Bear
7D
-7.8%
1Y
129.6%
TUNE
UK£2.28
Focusrite
7D
-7.1%
1Y
22.0%

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Dec 24
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SRAD
UK£1.39
Stelrad Group
7D
-2.1%
1Y
-2.5%