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

U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies23
  • 7D-1.8%
  • 3M-19.5%
  • 1Y-41.0%
  • YTD-27.0%

In the last week, the Consumer Durables industry is down 1.8% with Taylor Wimpey down the most at 4.6%. Overall the industry is down 41% 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
Fri, 05 Jun 2026UK£19.3bUK£26.6bUK£1.3b11.2x14.7x0.7x
Sun, 03 May 2026UK£19.2bUK£26.6bUK£1.3b11.1x14.6x0.7x
Tue, 31 Mar 2026UK£19.4bUK£26.5bUK£1.2b10.9x16.2x0.7x
Thu, 26 Feb 2026UK£26.9bUK£25.7bUK£1.0b19x25.9x1x
Sat, 24 Jan 2026UK£25.7bUK£25.4bUK£930.7m16.2x27.6x1x
Mon, 22 Dec 2025UK£24.9bUK£25.4bUK£930.4m15.7x26.7x1x
Wed, 19 Nov 2025UK£24.5bUK£25.5bUK£945.9m14.4x25.9x1x
Fri, 17 Oct 2025UK£25.2bUK£25.5bUK£943.2m14.1x26.7x1x
Sun, 14 Sep 2025UK£23.0bUK£24.2bUK£860.2m13.3x26.7x1x
Tue, 12 Aug 2025UK£23.9bUK£24.1bUK£922.6m13.4x26x1x
Thu, 10 Jul 2025UK£25.6bUK£24.0bUK£1.2b13.4x22x1.1x
Sat, 07 Jun 2025UK£26.6bUK£24.1bUK£1.1b12.7x23.4x1.1x
Mon, 05 May 2025UK£27.9bUK£24.1bUK£1.1b12.6x24.6x1.2x
Wed, 02 Apr 2025UK£24.7bUK£24.1bUK£1.3b11.5x19.4x1x
Fri, 28 Feb 2025UK£24.7bUK£23.5bUK£1.4b12.4x17.6x1x
Sun, 26 Jan 2025UK£26.1bUK£23.1bUK£1.5b13.1x17.3x1.1x
Tue, 24 Dec 2024UK£26.6bUK£23.1bUK£1.5b13.6x17.7x1.1x
Thu, 21 Nov 2024UK£26.6bUK£23.1bUK£1.5b12.1x17.3x1.2x
Sat, 19 Oct 2024UK£33.4bUK£23.1bUK£1.5b12.5x21.6x1.4x
Mon, 16 Sep 2024UK£35.1bUK£23.7bUK£1.7b12.8x21x1.5x
Wed, 14 Aug 2024UK£35.1bUK£25.5bUK£1.9b13.6x18.2x1.4x
Fri, 12 Jul 2024UK£33.5bUK£25.5bUK£2.0b14x16.5x1.3x
Sun, 09 Jun 2024UK£33.5bUK£25.7bUK£2.1b15x16.2x1.3x
Tue, 07 May 2024UK£32.1bUK£25.7bUK£2.1b14.1x15.5x1.3x
Thu, 04 Apr 2024UK£30.4bUK£25.8bUK£2.1b13.5x14.4x1.2x
Sat, 02 Mar 2024UK£31.3bUK£26.4bUK£2.3b12.2x13.5x1.2x
Mon, 29 Jan 2024UK£33.1bUK£29.4bUK£2.8b11.3x11.8x1.1x
Wed, 27 Dec 2023UK£32.8bUK£29.6bUK£2.9b10.3x11.4x1.1x
Fri, 24 Nov 2023UK£29.7bUK£31.0bUK£2.7b9x10.9x1x
Sun, 22 Oct 2023UK£25.3bUK£31.2bUK£2.8b8.1x9x0.8x
Tue, 19 Sep 2023UK£28.1bUK£31.3bUK£2.7b8.4x10.4x0.9x
Thu, 17 Aug 2023UK£27.6bUK£31.3bUK£2.7b8.7x10.1x0.9x
Sat, 15 Jul 2023UK£26.5bUK£32.2bUK£3.0b8.7x8.7x0.8x
Mon, 12 Jun 2023UK£28.6bUK£32.1bUK£3.1b9.4x9.3x0.9x
Price to Earnings Ratio

9.3x


Total Market Cap: UK£28.6bTotal Earnings: UK£3.1bTotal Revenue: UK£32.1bTotal 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 14.7x 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 0.73x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 25% 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 Market-0.63%
Consumer Discretionary0.27%
Consumer Durables-1.81%
Home Furnishings5.77%
Household Appliances1.94%
Consumer Electronics-0.78%
Housewares and Specialties-1.33%
Homebuilding-2.05%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 47.2x.
    • Analysts are expecting annual earnings growth of 32.7%, 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
BKG Berkeley Group HoldingsUK£34.801.2%
+UK£37.2m		-15.9%PE8.9x
TBTG Beauty Tech GroupUK£3.303.1%
+UK£10.6m		n/aPE35.3x
SPR Springfield PropertiesUK£0.985.9%
+UK£6.6m		3.2%PE8.2x
SRAD Stelrad GroupUK£1.393.7%
+UK£6.4m		-3.1%PE209.7x
CRN Cairn HomesUK£2.050.5%
+UK£6.2m		10.2%PE11x

Latest News

PMP
UK£0.53
Portmeirion Group
7D
-45.0%
1Y
-64.2%
SPR
UK£0.98
Springfield Properties
7D
5.9%
1Y
3.2%
GLE
UK£2.45
MJ Gleeson
7D
-2.6%
1Y
-36.2%
TW.
UK£0.77
Taylor Wimpey
7D
-4.6%
1Y
-31.7%
CRN
UK£2.05
Cairn Homes
7D
0.5%
1Y
10.2%
Narrative Update • May 31

CRN: Housing Shortage And Policy Support Will Support Repricing Through 2026

Analysts have raised the price target for Cairn Homes to £2.45 from £2.00, citing updated research that refines discount rate and P/E assumptions while keeping growth and margin expectations broadly unchanged. Analyst Commentary Recent research updates point to higher price targets for Cairn Homes in both euro and sterling terms, while existing views on growth and margins are described as broadly unchanged.
SDG
UK£0.75
Sanderson Design Group
7D
7.1%
1Y
64.8%
CRST
UK£0.69
Crest Nicholson Holdings
7D
-2.7%
1Y
-60.5%
Narrative Update • May 29

CRST: Future Upside Will Hinge On Successful Covenant Relaxation Talks

Analysts have cut their price target on Crest Nicholson Holdings from £1.32 to £0.97, citing updated assumptions that now reflect a lower revenue growth outlook, a slightly reduced profit margin and a modestly lower future P/E multiple. What's in the News Crest Nicholson has delayed publication of its half year results for the period ended 30 April 2026 to 16 July 2026, allowing time to complete discussions with lenders and the audit review process (Key Developments).
BTRW
UK£2.63
Barratt Redrow
7D
-0.3%
1Y
-40.4%
VTY
UK£2.62
Vistry Group
7D
-5.6%
1Y
-54.7%
BWY
UK£18.29
Bellway
7D
-5.0%
1Y
-30.8%
SRAD
UK£1.39
Stelrad Group
7D
3.7%
1Y
-3.1%
PSN
UK£10.82
Persimmon
7D
-3.3%
1Y
-15.2%
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.
BKG
UK£34.80
Berkeley Group Holdings
7D
1.2%
1Y
-15.9%
Narrative Update • May 16

BKG: Execution On Development Pipeline Will Drive Returns Despite Mixed Ratings

Analysts have trimmed their average price target for Berkeley Group Holdings to about £38.25 from roughly £38.83, reflecting slightly softer assumptions for revenue growth, profit margins and future P/E, despite a marginally lower discount rate and a mix of recent downgrades and upgrades across the Street. Analyst Commentary Recent Street research around Berkeley Group Holdings is mixed, with several downgrades and price target cuts alongside some upgrades.
IGR
UK£0.81
IG Design Group
7D
5.9%
1Y
-8.0%
CFX
UK£13.95
Colefax Group
7D
5.7%
1Y
73.3%
TBTG
UK£3.30
Beauty Tech Group
7D
3.1%
1Y
n/a