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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedNov 15, 2025
DataAggregated Company Financials
Companies22
  • 7D-0.5%
  • 3M3.9%
  • 1Y-7.8%
  • YTD-4.2%

In the last week, Consumer Durables has been flat. Unfortunately though, the industry is down 7.8% over the past 12 months. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025UK£25.1bUK£25.5bUK£946.3m14.8x26.5x1x
Thu, 16 Oct 2025UK£25.0bUK£25.5bUK£942.8m14.1x26.5x1x
Sat, 13 Sep 2025UK£23.0bUK£24.2bUK£860.2m13.3x26.7x1x
Mon, 11 Aug 2025UK£24.1bUK£24.1bUK£922.9m13.5x26.1x1x
Wed, 09 Jul 2025UK£25.4bUK£24.0bUK£1.2b13.5x21.8x1.1x
Fri, 06 Jun 2025UK£26.4bUK£24.1bUK£1.1b12.5x23.2x1.1x
Sun, 04 May 2025UK£27.9bUK£24.1bUK£1.1b12.6x24.6x1.2x
Tue, 01 Apr 2025UK£24.6bUK£24.1bUK£1.3b11.6x19.3x1x
Thu, 27 Feb 2025UK£25.2bUK£23.5bUK£1.4b12.6x17.6x1.1x
Sat, 25 Jan 2025UK£26.1bUK£23.1bUK£1.5b13.1x17.3x1.1x
Mon, 23 Dec 2024UK£26.6bUK£23.1bUK£1.5b13.6x17.7x1.1x
Wed, 20 Nov 2024UK£27.4bUK£23.1bUK£1.5b12.2x17.7x1.2x
Fri, 18 Oct 2024UK£34.0bUK£23.1bUK£1.5b12.7x22x1.5x
Sun, 15 Sep 2024UK£35.1bUK£23.7bUK£1.7b12.8x21x1.5x
Tue, 13 Aug 2024UK£34.8bUK£25.5bUK£1.9b13.5x18.1x1.4x
Thu, 11 Jul 2024UK£32.8bUK£25.5bUK£2.0b14x16.2x1.3x
Sat, 08 Jun 2024UK£33.5bUK£25.7bUK£2.1b15x16.2x1.3x
Mon, 06 May 2024UK£32.1bUK£25.7bUK£2.1b14.1x15.5x1.3x
Wed, 03 Apr 2024UK£30.5bUK£25.8bUK£2.1b13.5x14.5x1.2x
Fri, 01 Mar 2024UK£30.6bUK£26.4bUK£2.3b12.4x13.3x1.2x
Sun, 28 Jan 2024UK£33.1bUK£29.4bUK£2.8b11.3x11.8x1.1x
Tue, 26 Dec 2023UK£32.8bUK£29.6bUK£2.9b10.3x11.4x1.1x
Thu, 23 Nov 2023UK£29.7bUK£31.2bUK£2.8b9x10.6x1x
Sat, 21 Oct 2023UK£25.3bUK£31.2bUK£2.8b8.1x9x0.8x
Mon, 18 Sep 2023UK£28.8bUK£31.3bUK£2.7b8.4x10.7x0.9x
Wed, 16 Aug 2023UK£27.9bUK£31.3bUK£2.7b8.9x10.2x0.9x
Fri, 14 Jul 2023UK£26.3bUK£32.2bUK£3.0b8.7x8.6x0.8x
Sun, 11 Jun 2023UK£28.6bUK£32.1bUK£3.1b9.4x9.3x0.9x
Tue, 09 May 2023UK£31.1bUK£32.2bUK£3.0b10.5x10.3x1x
Thu, 06 Apr 2023UK£28.3bUK£32.2bUK£3.0b10.6x9.4x0.9x
Sat, 04 Mar 2023UK£29.3bUK£31.7bUK£3.1b11.2x9.6x0.9x
Mon, 30 Jan 2023UK£30.3bUK£30.4bUK£3.1b11x9.7x1x
Wed, 28 Dec 2022UK£26.9bUK£30.4bUK£3.1b9.5x8.6x0.9x
Fri, 25 Nov 2022UK£27.1bUK£29.9bUK£3.0b8.4x8.9x0.9x
Price to Earnings Ratio

8.9x


Total Market Cap: UK£27.1bTotal Earnings: UK£3.0bTotal Revenue: UK£29.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Durables Industry Price to Earnings3Y Average 15.6x202320242025
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 26.5x which is higher than its 3-year average PE of 15.6x.
  • 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 32% per year over the last three years,
  • Revenues have also declined 5.1% 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 Market-0.85%
Consumer Discretionary-1.08%
Consumer Durables-0.46%
Home Furnishings1.54%
Household Appliances0.15%
Housewares and Specialties0.14%
Homebuilding-0.45%
Consumer Electronics-6.06%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 21.5x.
    • 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 Home Furnishings industry, expecting annual earnings growth of 96% 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
GLE MJ GleesonUK£3.703.9%
+UK£8.2m		-31.6%PE13.7x
BOOT Henry BootUK£2.251.8%
+UK£5.4m		-1.3%PE11.6x
CFX Colefax GroupUK£9.553.8%
+UK£2.1m		21.7%PE8.6x
NTBR Northern BearUK£1.2010.1%
+UK£1.5m		130.8%PE7.2x
PMP Portmeirion GroupUK£1.030.5%
+UK£68.9k		-54.2%PE165.1x

Latest News

CRN
UK£1.66
Cairn Homes
7D
-2.2%
1Y
-5.5%
GLE
UK£3.70
MJ Gleeson
7D
3.9%
1Y
-31.6%
BKG
UK£38.74
Berkeley Group Holdings
7D
-2.5%
1Y
-10.4%

BKG: Steady Outlook Will Reflect Stable Margins And Earnings Guidance

Narrative Update on Berkeley Group Holdings Analysts have reaffirmed their price target for Berkeley Group Holdings at £43.85, maintaining their previous valuation as expectations for revenue growth and profit margins remain steady. This comes despite a slight uptick in the discount rate and future price-to-earnings ratio.
BWY
UK£26.90
Bellway
7D
-1.1%
1Y
7.3%
BTRW
UK£3.76
Barratt Redrow
7D
-3.3%
1Y
-7.6%

BTRW: Future Profit Margins Will Drive Share Performance Beyond Market Uncertainties

Barratt Redrow’s analyst price target has risen modestly, with recent adjustments reflecting a new consensus level. Analysts cite improved future profit margins and steady revenue growth forecasts as reasons for these changes.
BOOT
UK£2.25
Henry Boot
7D
1.8%
1Y
-1.3%
NTBR
UK£1.20
Northern Bear
7D
10.1%
1Y
130.8%

There's Been No Shortage Of Growth Recently For Northern Bear's (LON:NTBR) Returns On Capital

Nov 14
There's Been No Shortage Of Growth Recently For Northern Bear's (LON:NTBR) Returns On Capital
VTY
UK£6.17
Vistry Group
7D
-4.3%
1Y
-6.5%

VTY: Share Buyback And Joint Venture Will Shape Sector Outlook

Analysts have slightly increased their average price target for Vistry Group, citing modest improvements in fair value estimates and profitability metrics. Recent adjustments range from an updated target of £5.00 to £6.01 per share.
TW.
UK£1.00
Taylor Wimpey
7D
-4.4%
1Y
-22.4%
SRAD
UK£1.45
Stelrad Group
7D
-14.5%
1Y
-0.7%
PMP
UK£1.03
Portmeirion Group
7D
0.5%
1Y
-54.2%
CFX
UK£9.55
Colefax Group
7D
3.8%
1Y
21.7%

It's Unlikely That Colefax Group PLC's (LON:CFX) CEO Will See A Huge Pay Rise This Year

Sep 15
It's Unlikely That Colefax Group PLC's (LON:CFX) CEO Will See A Huge Pay Rise This Year