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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%

Over the last 7 days, the Consumer Durables industry has risen 5.0%, driven by gains in Persimmon and Bellway of 7.5% and 11%, respectively. During this same period, the MJ Gleeson underperformed, falling 14%. This means that the industry has gained 4.0% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Feb 2026UK£26.9bUK£25.7bUK£1.0b18.8x26x1x
Thu, 15 Jan 2026UK£25.0bUK£25.4bUK£930.0m16x26.9x1x
Sat, 13 Dec 2025UK£24.5bUK£25.4bUK£930.6m15.4x26.3x1x
Mon, 10 Nov 2025UK£24.8bUK£25.5bUK£945.8m13.9x26.2x1x
Wed, 08 Oct 2025UK£24.6bUK£25.2bUK£932.3m13.9x26.3x1x
Fri, 05 Sep 2025UK£22.8bUK£24.3bUK£911.0m13x25x0.9x
Sun, 03 Aug 2025UK£23.8bUK£24.2bUK£947.7m13.1x25.1x1x
Tue, 01 Jul 2025UK£27.1bUK£24.0bUK£1.2b13.8x23.3x1.1x
Thu, 29 May 2025UK£27.3bUK£24.1bUK£1.1b13.1x24x1.1x
Sat, 26 Apr 2025UK£26.3bUK£24.1bUK£1.3b12.4x20.6x1.1x
Mon, 24 Mar 2025UK£25.1bUK£23.9bUK£1.4b11.8x17.7x1x
Wed, 19 Feb 2025UK£25.8bUK£23.5bUK£1.4b12.7x18x1.1x
Fri, 17 Jan 2025UK£25.3bUK£23.2bUK£1.5b13.1x16.8x1.1x
Sun, 15 Dec 2024UK£27.2bUK£23.1bUK£1.5b13.6x18.1x1.2x
Tue, 12 Nov 2024UK£28.5bUK£23.1bUK£1.5b12.5x18.4x1.2x
Thu, 10 Oct 2024UK£32.3bUK£23.6bUK£1.6b12.4x19.7x1.4x
Sat, 07 Sep 2024UK£34.4bUK£23.7bUK£1.7b13.3x20.6x1.5x
Mon, 05 Aug 2024UK£34.5bUK£25.4bUK£1.9b14.1x17.9x1.4x
Wed, 03 Jul 2024UK£31.5bUK£25.5bUK£2.0b13.5x15.6x1.2x
Fri, 31 May 2024UK£33.4bUK£25.7bUK£2.1b14.6x16.1x1.3x
Sun, 28 Apr 2024UK£30.5bUK£25.7bUK£2.1b13.6x14.7x1.2x
Tue, 26 Mar 2024UK£31.1bUK£26.3bUK£2.3b11x13.7x1.2x
Thu, 22 Feb 2024UK£31.5bUK£26.8bUK£2.5b12.4x12.6x1.2x
Sat, 20 Jan 2024UK£32.3bUK£29.6bUK£2.9b9.6x11.2x1.1x
Mon, 18 Dec 2023UK£32.2bUK£29.6bUK£2.9b10.3x11.2x1.1x
Wed, 15 Nov 2023UK£29.2bUK£31.2bUK£2.8b8.6x10.4x0.9x
Fri, 13 Oct 2023UK£26.9bUK£31.3bUK£2.7b9.1x10.1x0.9x
Sun, 10 Sep 2023UK£27.1bUK£30.8bUK£2.7b8.4x10x0.9x
Tue, 08 Aug 2023UK£28.9bUK£31.8bUK£3.0b8.7x9.7x0.9x
Thu, 06 Jul 2023UK£26.0bUK£32.2bUK£3.0b9.1x8.6x0.8x
Sat, 03 Jun 2023UK£29.4bUK£32.2bUK£3.0b9.6x9.8x0.9x
Mon, 01 May 2023UK£30.8bUK£32.2bUK£3.0b10.5x10.2x1x
Wed, 29 Mar 2023UK£28.3bUK£32.2bUK£3.0b9.9x9.3x0.9x
Fri, 24 Feb 2023UK£30.0bUK£31.0bUK£3.1b11x9.5x1x
Price to Earnings Ratio

9.5x


Total Market Cap: UK£30.0bTotal 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£15.057.5%
+UK£338.2m		22.0%PE18.8x
BWY BellwayUK£28.2010.8%
+UK£322.4m		17.2%PE20.9x
TW. Taylor WimpeyUK£1.146.2%
+UK£235.6m		-1.6%PE47.5x
BKG Berkeley Group HoldingsUK£43.024.6%
+UK£178.8m		14.0%PE11.1x
VTY Vistry GroupUK£7.166.8%
+UK£145.1m		15.5%PE62.7x

Latest News

CRST
UK£1.68
Crest Nicholson Holdings
7D
10.6%
1Y
0.7%

Project Elevate Execution Risks Will Shape Long Term Prospects For Mid Premium Housing

Catalysts About Crest Nicholson Holdings Crest Nicholson Holdings is a UK housebuilder focused on mid premium homes and communities, primarily in the South of England. What are the underlying business or industry changes driving this perspective?
VTY
UK£7.16
Vistry Group
7D
6.8%
1Y
15.5%

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
-31.0%

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

Feb 14
MJ Gleeson's (LON:GLE) Dividend Will Be £0.04
BTRW
UK£3.74
Barratt Redrow
7D
-0.4%
1Y
-16.5%

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

Catalysts About Barratt Redrow Barratt Redrow is a large UK housebuilder that develops private and affordable homes across three brands. What are the underlying business or industry changes driving this perspective?
IGR
UK£0.65
IG Design Group
7D
35.8%
1Y
10.4%

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?
CRN
UK£1.96
Cairn Homes
7D
3.0%
1Y
4.4%

CRN: Guidance For 2026 Will Balance Higher Revenue And Tighter Margins

Analysts have raised their fair value estimate for Cairn Homes slightly from £2.07 to £2.13, reflecting updated assumptions around revenue growth, profit margins, a marginally lower future P/E multiple, and a higher discount rate. What's in the News Cairn Homes reaffirmed financial guidance for fiscal 2026, with expected revenue of around €1.02b to €1.05b and operating profit of around €175m to €180m (company guidance).
BKG
UK£43.02
Berkeley Group Holdings
7D
4.6%
1Y
14.0%

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£28.20
Bellway
7D
10.8%
1Y
17.2%

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£1.14
Taylor Wimpey
7D
6.2%
1Y
-1.6%

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£15.05
Persimmon
7D
7.5%
1Y
22.0%

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.
PMP
UK£0.95
Portmeirion Group
7D
-2.6%
1Y
-41.2%
CFX
UK£11.35
Colefax Group
7D
-1.3%
1Y
38.8%
CHH
UK£4.25
Churchill China
7D
-1.2%
1Y
-28.3%

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Feb 03
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NTBR
UK£1.25
Northern Bear
7D
-9.1%
1Y
131.5%
TUNE
UK£2.28
Focusrite
7D
-8.6%
1Y
23.6%

A Look At The Fair Value Of Focusrite plc (LON:TUNE)

Dec 24
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VID
UK£0.13
Videndum
7D
-1.1%
1Y
-79.7%