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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedMay 20, 2026
DataAggregated Company Financials
Companies23
  • 7D-4.1%
  • 3M-35.8%
  • 1Y-46.9%
  • YTD-30.3%

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.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 May 2026UK£18.4bUK£26.6bUK£1.3b10.4x14.1x0.7x
Fri, 17 Apr 2026UK£20.0bUK£26.4bUK£1.3b11.3x15.5x0.8x
Sun, 15 Mar 2026UK£21.6bUK£26.5bUK£1.2b12.2x17.9x0.8x
Tue, 10 Feb 2026UK£25.6bUK£25.4bUK£1.0b17.5x25.4x1x
Thu, 08 Jan 2026UK£25.9bUK£25.4bUK£930.2m16.3x27.9x1x
Sat, 06 Dec 2025UK£25.1bUK£25.5bUK£946.9m15.6x26.5x1x
Mon, 03 Nov 2025UK£25.0bUK£25.5bUK£942.2m14.4x26.5x1x
Wed, 01 Oct 2025UK£24.3bUK£25.2bUK£932.9m14.3x26x1x
Fri, 29 Aug 2025UK£23.2bUK£24.3bUK£912.4m13.4x25.4x1x
Sun, 27 Jul 2025UK£24.7bUK£24.1bUK£1.2b13.3x21.2x1x
Tue, 24 Jun 2025UK£27.2bUK£24.0bUK£1.2b12.8x23.3x1.1x
Thu, 22 May 2025UK£27.7bUK£24.1bUK£1.1b12.9x24.4x1.1x
Sat, 19 Apr 2025UK£25.7bUK£24.1bUK£1.3b12.5x20.1x1.1x
Mon, 17 Mar 2025UK£24.9bUK£23.9bUK£1.4b11.8x17.5x1x
Wed, 12 Feb 2025UK£25.9bUK£23.1bUK£1.4b13.6x18.2x1.1x
Fri, 10 Jan 2025UK£24.5bUK£23.1bUK£1.5b13.1x16.3x1.1x
Sun, 08 Dec 2024UK£27.5bUK£23.1bUK£1.5b13.1x18.3x1.2x
Tue, 05 Nov 2024UK£30.4bUK£23.1bUK£1.5b12.3x19.7x1.3x
Thu, 03 Oct 2024UK£34.2bUK£23.6bUK£1.6b15x20.9x1.5x
Sat, 31 Aug 2024UK£32.8bUK£23.6bUK£1.7b14.7x19.1x1.4x
Mon, 29 Jul 2024UK£34.9bUK£25.5bUK£2.0b14.2x17.2x1.4x
Wed, 26 Jun 2024UK£31.5bUK£25.6bUK£2.0b13.7x16x1.2x
Fri, 24 May 2024UK£33.7bUK£25.7bUK£2.1b14.3x16.3x1.3x
Sun, 21 Apr 2024UK£29.6bUK£25.8bUK£2.1b13.2x14x1.1x
Tue, 19 Mar 2024UK£31.1bUK£26.3bUK£2.3b11.8x13.7x1.2x
Thu, 15 Feb 2024UK£31.0bUK£26.9bUK£2.5b12.1x12.3x1.2x
Sat, 13 Jan 2024UK£32.7bUK£29.6bUK£2.9b9.9x11.4x1.1x
Mon, 11 Dec 2023UK£30.9bUK£29.6bUK£2.9b9.8x10.7x1x
Wed, 08 Nov 2023UK£27.7bUK£31.2bUK£2.8b8.4x9.9x0.9x
Fri, 06 Oct 2023UK£26.3bUK£31.3bUK£2.7b8.9x9.9x0.8x
Sun, 03 Sep 2023UK£27.5bUK£31.3bUK£2.7b8.3x10x0.9x
Tue, 01 Aug 2023UK£28.8bUK£32.2bUK£3.0b8.7x9.5x0.9x
Thu, 29 Jun 2023UK£26.0bUK£32.2bUK£3.0b9.7x8.5x0.8x
Sat, 27 May 2023UK£28.7bUK£32.2bUK£3.0b9.7x9.5x0.9x
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 17.8x202420252026
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 14.2x which is lower than its 3-year average PE of 17.8x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.70x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 24% per year over the last three years,
  • Revenues have also declined 6.2% 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 Market0.16%
Consumer Discretionary0.40%
Consumer Durables-4.12%
Household Appliances2.82%
Home Furnishings-0.31%
Consumer Electronics-0.44%
Housewares and Specialties-4.44%
Homebuilding-4.52%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 46.6x.
    • Analysts are expecting annual earnings growth of 32.4%, which is lower than the prior year's growth of 194.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 77% 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 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
TBTG Beauty Tech GroupUK£3.276.5%
+UK£21.2m		n/aPE35x
VID VidendumUK£4.103.8%
+UK£6.0m		-97.3%PS0.7x
VCP VictoriaUK£0.367.1%
+UK£2.8m		-51.1%PS0.04x
SRAD Stelrad GroupUK£1.351.5%
+UK£2.5m		-0.7%PE203.7x
AIEA AIREAUK£0.264.0%
+UK£385.8k		-5.5%PE10.2x

Latest News

PSN
UK£10.23
Persimmon
7D
-4.3%
1Y
-26.3%
Narrative Update • May 19

PSN: Strong Order Book And 2026 Completions Should Support Premium Earnings Multiple

Analysts have trimmed their fair value estimate for Persimmon slightly to £18.00, reflecting updated assumptions for revenue growth, margins and discount rate, while still applying a higher future P/E multiple in light of recent price target adjustments from the Street. Analyst Commentary Recent Street research on Persimmon has been mixed, with some cautious updates and a few more constructive views on the stock's potential.
CRN
UK£1.94
Cairn Homes
7D
-1.7%
1Y
7.6%
VTY
UK£2.55
Vistry Group
7D
-21.9%
1Y
-59.3%
BWY
UK£18.11
Bellway
7D
-5.5%
1Y
-34.0%
AIEA
UK£0.26
AIREA
7D
4.0%
1Y
-5.5%
TW.
UK£0.77
Taylor Wimpey
7D
-3.4%
1Y
-36.2%
Narrative Update • May 06

TW.: Share Buybacks And Outlet Expansion Will Support Future Upside

The updated analyst price target for Taylor Wimpey points to a lower fair value of £1.09 versus £1.28 previously. This reflects recent cuts and downgrades from several brokers as analysts factor in more cautious assumptions on revenue growth and profit margins, partly offset by a higher assumed future P/E multiple.
BTRW
UK£2.41
Barratt Redrow
7D
-4.5%
1Y
-49.4%
Narrative Update • May 03

BTRW: Leadership Transition And Trimmed Assumptions Will Shape Future Upside Potential

The analyst price target for Barratt Redrow has been reduced by £0.08, as fair value, growth and margin assumptions have been trimmed in response to recent target cuts and rating changes from several firms, even as one set of analysts moved to a more constructive stance. Analyst Commentary Recent Street research on Barratt Redrow has focused on recalibrating fair value and ratings, with several firms adjusting price targets in light of updated expectations for growth and margins.
SPR
UK£0.91
Springfield Properties
7D
-9.5%
1Y
-4.2%
Narrative Update • May 01

SPR: Steady Risk Profile Will Support Future Margin And Multiple Upside Potential

Analysts have kept their £1.65 price target for Springfield Properties unchanged, citing consistent assumptions around fair value, discount rate and future P/E as the basis for maintaining their view. Valuation Changes Fair Value: £1.65 fair value estimate is unchanged, indicating no adjustment to the core valuation anchor.
CRST
UK£0.66
Crest Nicholson Holdings
7D
-5.7%
1Y
-65.5%
Narrative Update • Apr 22

CRST: Future Upside Will Depend On Resolving Going Concern Audit Warning

Analysts have cut their price target on Crest Nicholson Holdings from £1.80 to £1.32, reflecting updated assumptions of a higher 11.91% discount rate, lower 1.65% revenue growth, a 4.34% profit margin and a slightly reduced future P/E of 17.06x. What's in the News The annual report for the period ending Oct 31, 2025 was filed on Feb 17, 2026.
SRAD
UK£1.35
Stelrad Group
7D
1.5%
1Y
-0.7%
TBTG
UK£3.27
Beauty Tech Group
7D
6.5%
1Y
n/a
VID
UK£4.10
Videndum
7D
3.8%
1Y
-97.3%
VCP
UK£0.36
Victoria
7D
7.1%
1Y
-51.1%