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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJan 02, 2026
DataAggregated Company Financials
Companies22
  • 7D1.8%
  • 3M2.5%
  • 1Y-2.2%
  • YTD-3.1%

Taylor Wimpey is up 3.1%, leading the way for the Consumer Durables industry, which has gained 1.8%. Overall in the last year, the industry is flat. Looking forward, 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
Fri, 02 Jan 2026UK£25.5bUK£25.4bUK£930.6m16.2x27.4x1x
Sun, 30 Nov 2025UK£25.5bUK£25.5bUK£947.9m15.6x26.9x1x
Tue, 28 Oct 2025UK£26.0bUK£25.5bUK£942.9m14.6x27.6x1x
Thu, 25 Sep 2025UK£23.6bUK£25.2bUK£933.2m14.1x25.3x0.9x
Sat, 23 Aug 2025UK£23.9bUK£24.3bUK£912.7m13.7x26.2x1x
Mon, 21 Jul 2025UK£24.6bUK£24.1bUK£1.2b12.9x21x1x
Wed, 18 Jun 2025UK£27.8bUK£24.1bUK£1.2b12.8x23.8x1.2x
Fri, 16 May 2025UK£27.4bUK£24.1bUK£1.1b12.7x24.1x1.1x
Sun, 13 Apr 2025UK£23.8bUK£24.1bUK£1.3b11.8x18.6x1x
Tue, 11 Mar 2025UK£24.8bUK£23.6bUK£1.4b11.7x17.6x1x
Thu, 06 Feb 2025UK£26.4bUK£23.1bUK£1.4b13.6x18.5x1.1x
Sat, 04 Jan 2025UK£25.6bUK£23.1bUK£1.5b13.6x17.1x1.1x
Mon, 02 Dec 2024UK£27.3bUK£23.0bUK£1.5b12.8x18x1.2x
Wed, 30 Oct 2024UK£32.3bUK£23.1bUK£1.5b12.4x20.9x1.4x
Fri, 27 Sep 2024UK£34.3bUK£23.6bUK£1.6b15.4x21x1.5x
Sun, 25 Aug 2024UK£34.0bUK£23.6bUK£1.7b14.6x19.9x1.4x
Tue, 23 Jul 2024UK£33.8bUK£25.5bUK£2.0b14.5x16.7x1.3x
Thu, 20 Jun 2024UK£31.6bUK£25.6bUK£2.0b13.7x15.6x1.2x
Sat, 18 May 2024UK£34.2bUK£25.7bUK£2.1b15.1x16.5x1.3x
Mon, 15 Apr 2024UK£30.2bUK£25.8bUK£2.1b13.6x14.3x1.2x
Wed, 13 Mar 2024UK£31.1bUK£26.4bUK£2.3b12.2x13.4x1.2x
Fri, 09 Feb 2024UK£31.3bUK£26.9bUK£2.5b11.6x12.4x1.2x
Sun, 07 Jan 2024UK£32.6bUK£29.6bUK£2.9b10x11.3x1.1x
Tue, 05 Dec 2023UK£30.0bUK£29.6bUK£2.9b9.4x10.4x1x
Thu, 02 Nov 2023UK£26.1bUK£31.2bUK£2.8b8.2x9.3x0.8x
Sat, 30 Sep 2023UK£28.1bUK£31.3bUK£2.7b9x10.6x0.9x
Mon, 28 Aug 2023UK£26.4bUK£31.3bUK£2.7b8.1x9.6x0.8x
Wed, 26 Jul 2023UK£29.2bUK£32.2bUK£3.0b9x9.6x0.9x
Fri, 23 Jun 2023UK£26.5bUK£32.2bUK£3.0b9.8x8.7x0.8x
Sun, 21 May 2023UK£30.7bUK£32.2bUK£3.0b10.1x10.2x1x
Tue, 18 Apr 2023UK£30.4bUK£32.2bUK£3.0b11.7x10.1x0.9x
Thu, 16 Mar 2023UK£27.9bUK£31.8bUK£3.1b10.7x9.1x0.9x
Sat, 11 Feb 2023UK£30.9bUK£31.0bUK£3.2b10.9x9.8x1x
Mon, 09 Jan 2023UK£28.6bUK£30.4bUK£3.1b9.9x9.2x0.9x
Price to Earnings Ratio

9.2x


Total Market Cap: UK£28.6bTotal Earnings: UK£3.1bTotal Revenue: UK£30.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Durables Industry Price to Earnings3Y Average 16.4x202420252026
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 27.4x which is higher than its 3-year average PE of 16.4x.
  • 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 33% per year over the last three years,
  • Revenues have also declined 5.8% 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 Market0.74%
Consumer Discretionary0.71%
Consumer Durables1.78%
Homebuilding1.91%
Home Furnishings-0.22%
Housewares and Specialties-0.48%
Household Appliances-1.39%
Consumer Electronics-5.46%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 24.6x.
    • Analysts are expecting annual earnings growth of 63.2%, which is higher than its past year's earnings decline of 67.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 97% over the next 5 years.
  • This is better than its past earnings growth rate of 12% 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
TW. Taylor WimpeyUK£1.083.1%
+UK£115.1m		-12.1%PE44.9x
BTRW Barratt RedrowUK£3.812.1%
+UK£111.6m		-12.3%PE28.9x
BWY BellwayUK£27.442.3%
+UK£72.7m		12.9%PE20.4x
PSN PersimmonUK£13.591.7%
+UK£72.1m		14.7%PE17x
VTY Vistry GroupUK£6.412.4%
+UK£47.2m		13.5%PE56.2x

Latest News

VTY
UK£6.41
Vistry Group
7D
2.4%
1Y
13.5%

VTY: Future Returns Will Likely Remain Capped Despite Margin Improvement

Analysts have modestly raised their price target on Vistry Group, reflecting slightly faster expected revenue growth, a small improvement in profit margins, and a marginally lower discount rate. Together, these factors support a fair value estimate now fractionally above prior levels.
PSN
UK£13.59
Persimmon
7D
1.7%
1Y
14.7%

PSN: Strong Balance Sheet And Cash Focus Will Support Premium Earnings Multiple

Analysts have nudged their fair value estimate for Persimmon modestly higher from £17.87 to £18.15. This reflects a slightly richer future earnings multiple, despite tempering assumptions for revenue growth and profit margins alongside a higher discount rate.
TW.
UK£1.08
Taylor Wimpey
7D
3.1%
1Y
-12.1%

TW.: Outlook Will Test Margins Amid Stable Guidance And Fair Pricing

Analysts have raised their price target on Taylor Wimpey to £1.45 from £1.40, citing slightly stronger expected revenue growth and profit margins that more than offset a modestly higher discount rate and lower future P/E multiple. Analyst Commentary While the latest target increase reflects an improved outlook for earnings resilience, bearish analysts continue to highlight pockets of risk around the sustainability of volume growth and pricing in a more volatile macro backdrop.
TUNE
UK£2.28
Focusrite
7D
-3.8%
1Y
-10.8%

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

Dec 24
A Look At The Fair Value Of Focusrite plc (LON:TUNE)
VID
UK£0.11
Videndum
7D
-21.1%
1Y
-92.5%
SRAD
UK£1.41
Stelrad Group
7D
-3.1%
1Y
-1.1%
SPR
UK£1.29
Springfield Properties
7D
4.5%
1Y
33.9%
CRST
UK£1.44
Crest Nicholson Holdings
7D
2.7%
1Y
-14.1%

CRST: Future Re Rating Will Emerge Despite Recent Index Exclusions

Analysts have modestly reduced their price target on Crest Nicholson Holdings, trimming fair value by approximately 2 percent to about £1.89. They cite slightly higher discount rates, softer expected revenue growth, and a small downgrade to long term profit margins, which are only partly offset by a higher anticipated future P/E multiple.
BTRW
UK£3.81
Barratt Redrow
7D
2.1%
1Y
-12.3%

BTRW: Margin Resilience And Cash Generation Will Support Future Share Performance

Analysts raised their price target for Barratt Redrow to a range of 530 to 575 GBp from 510 to 550 GBp, citing slightly lower growth assumptions offset by marginally stronger profit margin expectations and a modestly reduced discount rate that together support a higher valuation multiple. Analyst Commentary Recent target price increases from bullish analysts reflect confidence that Barratt Redrow can deliver on margin resilience and cash generation, even as top line growth expectations moderate.
BKG
UK£39.04
Berkeley Group Holdings
7D
0.4%
1Y
0.1%

BKG: New CFO Appointment Will Support Future Earnings Resilience And Returns

Analysts have slightly lowered their price target for Berkeley Group Holdings to £43.04 from £43.47, citing modestly higher expected revenue growth, a lower anticipated future price-to-earnings multiple, and a marginally softer profit margin outlook. What's in the News Neil Eady has been appointed Chief Financial Officer of Berkeley Group Holdings, effective Monday, bringing more than two decades of experience in the property and development sector to the role (company announcement).
BWY
UK£27.44
Bellway
7D
2.3%
1Y
12.9%
AIEA
UK£0.21
AIREA
7D
-2.3%
1Y
16.2%

AIREA plc's (LON:AIEA) Shares Not Telling The Full Story

Nov 12
AIREA plc's (LON:AIEA) Shares Not Telling The Full Story
PMP
UK£0.94
Portmeirion Group
7D
-3.6%
1Y
-47.8%