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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedApr 04, 2026
DataAggregated Company Financials
Companies22
  • 7D-0.6%
  • 3M-27.0%
  • 1Y-36.1%
  • YTD-26.7%

Over the last 7 days, the Consumer Durables industry has dropped 2.9%, driven by a pullback from Berkeley Group Holdings of 7.6%. In contrast, Bellway has gained 5.9%. The industry has fallen 40% in the last year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Apr 2026UK£19.3bUK£26.5bUK£1.3b11.2x14.9x0.7x
Mon, 02 Mar 2026UK£26.7bUK£25.7bUK£1.0b18.8x25.8x1x
Wed, 28 Jan 2026UK£26.0bUK£25.3bUK£932.0m16.2x27.9x1x
Fri, 26 Dec 2025UK£25.1bUK£25.4bUK£930.8m16x27x1x
Sun, 23 Nov 2025UK£24.6bUK£25.5bUK£947.4m14.7x26x1x
Tue, 21 Oct 2025UK£24.5bUK£25.5bUK£942.9m14x26x1x
Thu, 18 Sep 2025UK£23.5bUK£25.2bUK£930.9m13.7x25.2x0.9x
Sat, 16 Aug 2025UK£23.8bUK£24.3bUK£912.5m13.5x26.1x1x
Mon, 14 Jul 2025UK£25.3bUK£24.0bUK£1.2b13.5x21.7x1.1x
Wed, 11 Jun 2025UK£28.2bUK£24.1bUK£1.1b12.6x24.9x1.2x
Fri, 09 May 2025UK£27.8bUK£24.1bUK£1.1b12.8x24.5x1.2x
Sun, 06 Apr 2025UK£23.8bUK£24.1bUK£1.3b11.5x18.6x1x
Tue, 04 Mar 2025UK£25.2bUK£23.5bUK£1.4b12.6x17.9x1.1x
Thu, 30 Jan 2025UK£26.5bUK£23.1bUK£1.5b13x17.6x1.1x
Sat, 28 Dec 2024UK£26.1bUK£23.1bUK£1.5b13.7x17.4x1.1x
Mon, 25 Nov 2024UK£27.2bUK£23.1bUK£1.5b12.1x17.6x1.2x
Wed, 23 Oct 2024UK£32.6bUK£23.1bUK£1.5b12.5x21.1x1.4x
Fri, 20 Sep 2024UK£35.5bUK£23.6bUK£1.7b13.8x21.5x1.5x
Sun, 18 Aug 2024UK£35.7bUK£25.5bUK£1.9b14.1x18.6x1.4x
Tue, 16 Jul 2024UK£33.7bUK£25.5bUK£2.0b14.1x16.7x1.3x
Thu, 13 Jun 2024UK£33.2bUK£25.7bUK£2.1b15.2x16x1.3x
Sat, 11 May 2024UK£33.1bUK£25.7bUK£2.1b14.6x16x1.3x
Mon, 08 Apr 2024UK£30.4bUK£25.8bUK£2.1b13.4x14.4x1.2x
Wed, 06 Mar 2024UK£31.1bUK£26.4bUK£2.3b12.4x13.5x1.2x
Fri, 02 Feb 2024UK£32.9bUK£29.4bUK£2.8b11.1x11.7x1.1x
Sun, 31 Dec 2023UK£32.7bUK£29.6bUK£2.9b10.3x11.4x1.1x
Tue, 28 Nov 2023UK£29.6bUK£29.7bUK£2.9b9.1x10.2x1x
Thu, 26 Oct 2023UK£25.2bUK£31.2bUK£2.8b7.9x9x0.8x
Sat, 23 Sep 2023UK£28.9bUK£31.4bUK£2.7b9x10.8x0.9x
Mon, 21 Aug 2023UK£26.9bUK£31.3bUK£2.7b8.3x9.8x0.9x
Wed, 19 Jul 2023UK£27.3bUK£32.2bUK£3.0b8.5x9x0.8x
Fri, 16 Jun 2023UK£27.9bUK£32.1bUK£3.1b9.6x9.1x0.9x
Sun, 14 May 2023UK£30.8bUK£32.2bUK£3.0b10.1x10.2x1x
Tue, 11 Apr 2023UK£28.7bUK£32.2bUK£3.0b10.6x9.5x0.9x
Price to Earnings Ratio

9.5x


Total Market Cap: UK£28.7bTotal Earnings: UK£3.0bTotal Revenue: UK£32.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Durables Industry Price to Earnings3Y Average 17.6x202420252026
Current Industry PE
  • Investors are pessimistic on the British Consumer Durables 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 14.9x which is lower than its 3-year average PE of 17.6x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.73x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 25% per year over the last three years,
  • Revenues have also declined 6.3% 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 Market4.54%
Consumer Discretionary4.30%
Consumer Durables-0.61%
Home Furnishings0.50%
Household Appliances-0.24%
Homebuilding-0.36%
Housewares and Specialties-3.35%
Consumer Electronics-15.96%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 38.7x.
    • Analysts are expecting annual earnings growth of 42.5%, which is higher than its past year's earnings decline of 94.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 79% over the next 5 years.
  • However this is lower than its past earnings growth rate of 106% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings decline by 8.7% 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
BWY BellwayUK£19.145.9%
+UK£116.3m		-15.2%PE14.1x
PSN PersimmonUK£11.012.4%
+UK£85.8m		-5.6%PE12.4x
BTRW Barratt RedrowUK£2.601.5%
+UK£51.7m		-36.2%PE16.9x
CRN Cairn HomesUK£1.852.4%
+UK£22.0m		16.5%PE9.9x
VCP VictoriaUK£0.4173.7%
+UK£20.1m		-43.8%PS0.04x

Latest News

VTY
UK£3.28
Vistry Group
7D
-4.2%
1Y
-35.8%

Vistry Group's (LON:VTY) Earnings Seem To Be Promising

Apr 04
Vistry Group's (LON:VTY) Earnings Seem To Be Promising
BKG
UK£31.68
Berkeley Group Holdings
7D
-7.6%
1Y
-12.5%

Brownfield Regeneration And Build To Rent Platform Will Drive Long Term Opportunity

Catalysts About Berkeley Group Holdings Berkeley Group Holdings is a UK homebuilder focused on residential-led developments, primarily in London and the South East. What are the underlying business or industry changes driving this perspective?
SPR
UK£1.05
Springfield Properties
7D
-1.4%
1Y
23.5%

SPR: Stable Assumptions Will Support Future Margin Expansion Potential

Analysts have made a minor adjustment to their price target for Springfield Properties, reflecting updated assumptions around discount rate, revenue contraction and profit margin, while keeping fair value effectively unchanged at £1.65 per share. Valuation Changes Fair Value: £1.65 per share is unchanged, reflecting the updated model assumptions without altering the overall valuation outcome.
BWY
UK£19.14
Bellway
7D
5.9%
1Y
-15.2%
VID
UK£3.82
Videndum
7D
-23.6%
1Y
-97.6%
BOOT
UK£1.84
Henry Boot
7D
3.7%
1Y
-11.5%

Why Henry Boot's (LON:BOOT) Shaky Earnings Are Just The Beginning Of Its Problems

Apr 01
Why Henry Boot's (LON:BOOT) Shaky Earnings Are Just The Beginning Of Its Problems
CHH
UK£2.90
Churchill China
7D
-3.3%
1Y
-37.6%
PSN
UK£11.01
Persimmon
7D
2.4%
1Y
-5.6%
CRN
UK£1.85
Cairn Homes
7D
2.4%
1Y
16.5%

CRN: Housing Shortage And Policy Support Will Underpin Raised 2026 Guidance

Analysts have nudged their fair value estimate for Cairn Homes higher, with the updated price target moving from about £2.28 to roughly £2.33 per share. This revision is supported by recent £2.45 and £3.00 targets from Deutsche Bank and Berenberg, which cite ongoing housing shortages and supportive government policy.
TW.
UK£0.85
Taylor Wimpey
7D
-2.4%
1Y
-18.4%
BTRW
UK£2.60
Barratt Redrow
7D
1.5%
1Y
-36.2%
IGR
UK£0.52
IG Design Group
7D
-2.8%
1Y
1.0%
CRST
UK£1.04
Crest Nicholson Holdings
7D
1.3%
1Y
-31.5%

CRST: Future Re Rating Will Turn On Going Concern Risk

Analysts have slightly reduced their price target on Crest Nicholson Holdings to £1.86 from £1.88, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Crest Nicholson Holdings plc filed its annual report on February 17, 2026 for the period ending October 31, 2025.
TBTG
UK£2.45
Beauty Tech Group
7D
1.7%
1Y
n/a
VCP
UK£0.41
Victoria
7D
73.7%
1Y
-43.8%
PMP
UK£0.86
Portmeirion Group
7D
-5.5%
1Y
-47.6%