Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedOct 01, 2025
DataAggregated Company Financials
Companies21
  • 7D3.5%
  • 3M-4.6%
  • 1Y-27.8%
  • YTD-6.3%

In the last week, the Consumer Durables industry is up 3.5%, with Barratt Redrow up 4.4%. However, the industry is down 28% over the past year. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Mon, 24 Apr 2023UK£29.9bUK£32.2bUK£3.0b11.2x9.9x0.9x
Wed, 22 Mar 2023UK£28.3bUK£31.8bUK£3.0b10.4x9.3x0.9x
Fri, 17 Feb 2023UK£30.3bUK£31.0bUK£3.2b10.8x9.6x1x
Sun, 15 Jan 2023UK£30.2bUK£30.3bUK£3.1b10.7x9.7x1x
Tue, 13 Dec 2022UK£26.6bUK£30.3bUK£3.1b9.2x8.6x0.9x
Thu, 10 Nov 2022UK£26.5bUK£29.9bUK£3.0b8.1x8.7x0.9x
Sat, 08 Oct 2022UK£23.4bUK£30.7bUK£3.3b6.9x7.2x0.8x
Price to Earnings Ratio

7.2x


Total Market Cap: UK£23.4bTotal Earnings: UK£3.3bTotal Revenue: UK£30.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Durables Industry Price to Earnings3Y Average 15.1x202320242025
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 15.1x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.96x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 34% per year over the last three years,
  • Revenues have also declined 6.4% 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 Market1.54%
Consumer Discretionary2.54%
Consumer Durables3.53%
Homebuilding3.63%
Home Furnishings3.15%
Household Appliances0%0
Housewares and Specialties-0.95%
Consumer Electronics-2.61%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 18.4x.
    • Analysts are expecting annual earnings growth of 37.5%, which is higher than its past year's earnings decline of 67.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 59% over the next 5 years.
  • This is better than its past earnings decline of 83% 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
BTRW Barratt RedrowUK£3.934.4%
+UK£235.6m		-17.2%PE29.9x
BKG Berkeley Group HoldingsUK£39.085.1%
+UK£181.9m		-17.1%PE9.8x
TW. Taylor WimpeyUK£1.055.1%
+UK£178.1m		-35.9%PE43.7x
PSN PersimmonUK£11.623.2%
+UK£113.7m		-28.4%PE14.5x
BWY BellwayUK£24.724.0%
+UK£111.5m		-19.5%PE20x

Latest News

CRST
UK£1.65
Crest Nicholson Holdings
7D
4.6%
1Y
-12.4%
PMP
UK£1.18
Portmeirion Group
7D
-13.0%
1Y
-46.7%
BOOT
UK£2.22
Henry Boot
7D
1.8%
1Y
-3.9%
BTRW
UK£3.93
Barratt Redrow
7D
4.4%
1Y
-17.2%

Barratt Redrow's (LON:BTRW) Solid Earnings Are Supported By Other Strong Factors

Sep 24
Barratt Redrow's (LON:BTRW) Solid Earnings Are Supported By Other Strong Factors
TW.
UK£1.05
Taylor Wimpey
7D
5.1%
1Y
-35.9%

Taylor Wimpey's (LON:TW.) Dividend Will Be £0.0467

Sep 22
Taylor Wimpey's (LON:TW.) Dividend Will Be £0.0467
TUNE
UK£2.05
Focusrite
7D
-1.9%
1Y
-21.2%

Focusrite plc (LON:TUNE) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected

Sep 19
Focusrite plc (LON:TUNE) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected
VTY
UK£6.64
Vistry Group
7D
4.6%
1Y
-48.4%

Vistry Group PLC Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

Sep 14
Vistry Group PLC Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected
CRN
UK£1.68
Cairn Homes
7D
-0.9%
1Y
2.9%
BWY
UK£24.72
Bellway
7D
4.0%
1Y
-19.5%

New Facilities And Efficient Operations Will Secure Future Success

Analysts maintain a cautious stance on Bellway amid uncertainty over 2026 volume growth and UK housing market pressures, balanced by recent resilient trading and earnings potential, resulting in an unchanged consensus price target of £31.13. Analyst Commentary Mixed views on Bellway's ability to deliver fiscal 2026 volume growth, with some analysts anticipating increased operational challenges.
VID
UK£0.50
Videndum
7D
-3.8%
1Y
-80.2%
PSN
UK£11.62
Persimmon
7D
3.2%
1Y
-28.4%

UK Housing Demand Will Fuel Future Market Expansion

Analysts remain split on Persimmon, with bullish sentiment driven by new site openings and an improved operating outlook balancing persistent near-term concerns over affordability and margins, resulting in an unchanged consensus price target of £14.92. Analyst Commentary Bullish analysts raise targets and recommendations due to Persimmon's continued success in opening new sites and increasing the number of active sites, which supports growth expectations.
BKG
UK£39.08
Berkeley Group Holdings
7D
5.1%
1Y
-17.1%

Berkeley Group Holdings (LON:BKG) Has Some Way To Go To Become A Multi-Bagger

Aug 25
Berkeley Group Holdings (LON:BKG) Has Some Way To Go To Become A Multi-Bagger
VCP
UK£0.66
Victoria
7D
-1.4%
1Y
-50.8%
TRAF
UK£0.00017
Trafalgar Property Group
7D
-37.0%
1Y
-57.5%