Narrative Update • May 19

Over the last 7 days, the Consumer Durables industry has dropped 5.8%, driven by a pullback from Vistry Group of 22%. In contrast, Beauty Tech Group has gained 6.5%. Overall the industry is down 46% in 12 months. As for the next few years, earnings are expected to grow by 13% per annum.
Has the U.K. Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 May 2026 | UK£18.4b | UK£26.6b | UK£1.3b | 10.4x | 14.1x | 0.7x |
| Fri, 17 Apr 2026 | UK£20.0b | UK£26.4b | UK£1.3b | 11.3x | 15.5x | 0.8x |
| Sun, 15 Mar 2026 | UK£21.6b | UK£26.5b | UK£1.2b | 12.2x | 17.9x | 0.8x |
| Tue, 10 Feb 2026 | UK£25.6b | UK£25.4b | UK£1.0b | 17.5x | 25.4x | 1x |
| Thu, 08 Jan 2026 | UK£25.9b | UK£25.4b | UK£930.2m | 16.3x | 27.9x | 1x |
| Sat, 06 Dec 2025 | UK£25.1b | UK£25.5b | UK£946.9m | 15.6x | 26.5x | 1x |
| Mon, 03 Nov 2025 | UK£25.0b | UK£25.5b | UK£942.2m | 14.4x | 26.5x | 1x |
| Wed, 01 Oct 2025 | UK£24.3b | UK£25.2b | UK£932.9m | 14.3x | 26x | 1x |
| Fri, 29 Aug 2025 | UK£23.2b | UK£24.3b | UK£912.4m | 13.4x | 25.4x | 1x |
| Sun, 27 Jul 2025 | UK£24.7b | UK£24.1b | UK£1.2b | 13.3x | 21.2x | 1x |
| Tue, 24 Jun 2025 | UK£27.2b | UK£24.0b | UK£1.2b | 12.8x | 23.3x | 1.1x |
| Thu, 22 May 2025 | UK£27.7b | UK£24.1b | UK£1.1b | 12.9x | 24.4x | 1.1x |
| Sat, 19 Apr 2025 | UK£25.7b | UK£24.1b | UK£1.3b | 12.5x | 20.1x | 1.1x |
| Mon, 17 Mar 2025 | UK£24.9b | UK£23.9b | UK£1.4b | 11.8x | 17.5x | 1x |
| Wed, 12 Feb 2025 | UK£25.9b | UK£23.1b | UK£1.4b | 13.6x | 18.2x | 1.1x |
| Fri, 10 Jan 2025 | UK£24.5b | UK£23.1b | UK£1.5b | 13.1x | 16.3x | 1.1x |
| Sun, 08 Dec 2024 | UK£27.5b | UK£23.1b | UK£1.5b | 13.1x | 18.3x | 1.2x |
| Tue, 05 Nov 2024 | UK£30.4b | UK£23.1b | UK£1.5b | 12.3x | 19.7x | 1.3x |
| Thu, 03 Oct 2024 | UK£34.2b | UK£23.6b | UK£1.6b | 15x | 20.9x | 1.5x |
| Sat, 31 Aug 2024 | UK£32.8b | UK£23.6b | UK£1.7b | 14.7x | 19.1x | 1.4x |
| Mon, 29 Jul 2024 | UK£34.9b | UK£25.5b | UK£2.0b | 14.2x | 17.2x | 1.4x |
| Wed, 26 Jun 2024 | UK£31.5b | UK£25.6b | UK£2.0b | 13.7x | 16x | 1.2x |
| Fri, 24 May 2024 | UK£33.7b | UK£25.7b | UK£2.1b | 14.3x | 16.3x | 1.3x |
| Sun, 21 Apr 2024 | UK£29.6b | UK£25.8b | UK£2.1b | 13.2x | 14x | 1.1x |
| Tue, 19 Mar 2024 | UK£31.1b | UK£26.3b | UK£2.3b | 11.8x | 13.7x | 1.2x |
| Thu, 15 Feb 2024 | UK£31.0b | UK£26.9b | UK£2.5b | 12.1x | 12.3x | 1.2x |
| Sat, 13 Jan 2024 | UK£32.7b | UK£29.6b | UK£2.9b | 9.9x | 11.4x | 1.1x |
| Mon, 11 Dec 2023 | UK£30.9b | UK£29.6b | UK£2.9b | 9.8x | 10.7x | 1x |
| Wed, 08 Nov 2023 | UK£27.7b | UK£31.2b | UK£2.8b | 8.4x | 9.9x | 0.9x |
| Fri, 06 Oct 2023 | UK£26.3b | UK£31.3b | UK£2.7b | 8.9x | 9.9x | 0.8x |
| Sun, 03 Sep 2023 | UK£27.5b | UK£31.3b | UK£2.7b | 8.3x | 10x | 0.9x |
| Tue, 01 Aug 2023 | UK£28.8b | UK£32.2b | UK£3.0b | 8.7x | 9.5x | 0.9x |
| Thu, 29 Jun 2023 | UK£26.0b | UK£32.2b | UK£3.0b | 9.7x | 8.5x | 0.8x |
| Sat, 27 May 2023 | UK£28.7b | UK£32.2b | UK£3.0b | 9.7x | 9.5x | 0.9x |
9.5x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | 0.16% | |
| Consumer Discretionary | 0.40% | |
| Consumer Durables | -4.12% | |
| Household Appliances | 2.82% | |
| Home Furnishings | -0.31% | |
| Consumer Electronics | -0.44% | |
| Housewares and Specialties | -4.44% | |
| Homebuilding | -4.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TBTG Beauty Tech Group | UK£3.27 | 6.5% +UK£21.2m | n/a | PE35x | |
| VID Videndum | UK£4.10 | 3.8% +UK£6.0m | -97.3% | PS0.7x | |
| VCP Victoria | UK£0.36 | 7.1% +UK£2.8m | -51.1% | PS0.04x | |
| SRAD Stelrad Group | UK£1.35 | 1.5% +UK£2.5m | -0.7% | PE203.7x | |
| AIEA AIREA | UK£0.26 | 4.0% +UK£385.8k | -5.5% | PE10.2x |