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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies23
  • 7D6.2%
  • 3M-3.9%
  • 1Y-43.0%
  • YTD-26.7%

In the last week, the Consumer Durables industry is up 6.2%, with Barratt Redrow up 9.1%. In the same time, IG Design Group was down 11%. However, the industry is down 43% over the past year. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Jun 2026UK£19.4bUK£26.6bUK£1.3b10.8x14.8x0.7x
Sun, 17 May 2026UK£18.7bUK£26.6bUK£1.3b10.8x14.3x0.7x
Tue, 14 Apr 2026UK£19.8bUK£26.4bUK£1.3b11.2x15.3x0.7x
Thu, 12 Mar 2026UK£22.4bUK£26.5bUK£1.2b12.5x18.5x0.8x
Sat, 07 Feb 2026UK£26.0bUK£25.4bUK£1.0b17.7x25.8x1x
Mon, 05 Jan 2026UK£25.5bUK£25.4bUK£930.4m16.3x27.5x1x
Wed, 03 Dec 2025UK£25.1bUK£25.5bUK£948.0m15.7x26.4x1x
Fri, 31 Oct 2025UK£25.2bUK£25.5bUK£942.5m14.3x26.8x1x
Sun, 28 Sep 2025UK£23.6bUK£25.2bUK£932.7m14x25.3x0.9x
Tue, 26 Aug 2025UK£24.1bUK£24.3bUK£912.7m13.7x26.4x1x
Thu, 24 Jul 2025UK£24.8bUK£24.1bUK£1.2b13.3x21.2x1x
Sat, 21 Jun 2025UK£27.1bUK£24.1bUK£1.2b12.8x23.3x1.1x
Mon, 19 May 2025UK£27.6bUK£24.1bUK£1.1b12.7x24.3x1.1x
Wed, 16 Apr 2025UK£25.0bUK£24.1bUK£1.3b12.1x19.6x1x
Fri, 14 Mar 2025UK£24.5bUK£23.9bUK£1.4b11.7x17.3x1x
Sun, 09 Feb 2025UK£25.9bUK£23.1bUK£1.4b13.6x18.1x1.1x
Tue, 07 Jan 2025UK£25.9bUK£23.1bUK£1.5b13.8x17.2x1.1x
Thu, 05 Dec 2024UK£27.5bUK£23.0bUK£1.5b13x18.1x1.2x
Sat, 02 Nov 2024UK£30.5bUK£23.1bUK£1.5b12.3x19.7x1.3x
Mon, 30 Sep 2024UK£34.6bUK£23.6bUK£1.6b15.3x21.2x1.5x
Wed, 28 Aug 2024UK£32.8bUK£23.6bUK£1.7b14.7x19.2x1.4x
Fri, 26 Jul 2024UK£34.3bUK£25.5bUK£2.0b14x16.9x1.3x
Sun, 23 Jun 2024UK£31.6bUK£25.6bUK£2.0b13.8x16.1x1.2x
Tue, 21 May 2024UK£34.1bUK£25.7bUK£2.1b15.1x16.5x1.3x
Thu, 18 Apr 2024UK£29.6bUK£25.8bUK£2.1b13.3x14.1x1.1x
Sat, 16 Mar 2024UK£31.2bUK£26.3bUK£2.3b12.2x13.8x1.2x
Mon, 12 Feb 2024UK£31.6bUK£26.9bUK£2.5b11.6x12.5x1.2x
Wed, 10 Jan 2024UK£32.8bUK£29.6bUK£2.9b10x11.4x1.1x
Fri, 08 Dec 2023UK£31.0bUK£29.6bUK£2.9b9.1x10.7x1x
Sun, 05 Nov 2023UK£27.4bUK£31.2bUK£2.8b8.5x9.8x0.9x
Tue, 03 Oct 2023UK£28.1bUK£31.3bUK£2.7b9.1x10.6x0.9x
Thu, 31 Aug 2023UK£27.7bUK£31.3bUK£2.7b8.5x10.1x0.9x
Sat, 29 Jul 2023UK£29.1bUK£32.2bUK£3.0b8.9x9.5x0.9x
Mon, 26 Jun 2023UK£25.8bUK£32.2bUK£3.0b9.7x8.5x0.8x
Price to Earnings Ratio

8.5x


Total Market Cap: UK£25.8bTotal 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 17.9x202420252026
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 14.8x which is lower than its 3-year average PE of 17.9x.
  • 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 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 Market0.86%
Consumer Discretionary1.12%
Consumer Durables6.17%
Consumer Electronics7.21%
Homebuilding6.54%
Household Appliances1.46%
Home Furnishings0.87%
Housewares and Specialties-7.00%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 47.7x.
    • Analysts are expecting annual earnings growth of 33.5%, 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 74% 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
BTRW Barratt RedrowUK£2.649.1%
+UK£306.7m		-42.7%PE17.1x
BKG Berkeley Group HoldingsUK£35.426.8%
+UK£209.9m		-14.7%PE9x
TW. Taylor WimpeyUK£0.807.9%
+UK£203.4m		-32.8%PE27.7x
BWY BellwayUK£18.578.3%
+UK£163.0m		-34.1%PE13.6x
PSN PersimmonUK£10.503.3%
+UK£107.5m		-20.5%PE11.8x

Latest News

BTRW
UK£2.64
Barratt Redrow
7D
9.1%
1Y
-42.7%
IGR
UK£0.77
IG Design Group
7D
-10.5%
1Y
-15.0%
CRST
UK£0.72
Crest Nicholson Holdings
7D
-1.1%
1Y
-60.6%
BWY
UK£18.57
Bellway
7D
8.3%
1Y
-34.1%
VTY
UK£2.52
Vistry Group
7D
7.5%
1Y
-60.7%
CRN
UK£2.02
Cairn Homes
7D
4.4%
1Y
10.8%
Narrative Update • Jun 14

CRN: Housing Shortage And Dividend Support Will Drive Repricing Through 2026

Analysts have left their £ fair value estimate for Cairn Homes unchanged while making only minor tweaks to the discount rate and future P/E assumptions. As a result, the new price target reflects a steady view of the stock's long term outlook.
BOOT
UK£1.63
Henry Boot
7D
-1.5%
1Y
-24.8%
PSN
UK£10.50
Persimmon
7D
3.3%
1Y
-20.5%
TW.
UK£0.80
Taylor Wimpey
7D
7.9%
1Y
-32.8%
Narrative Update • Jun 10

TW.: Cost Controls And Strong Balance Sheet Will Support Future Upside

Analysts have reduced the Taylor Wimpey fair value estimate from £1.62 to £1.37, as a series of price target cuts and downgrades highlight concerns about rising build costs and softer pricing trends. Analyst Commentary Recent research has tilted more cautious on Taylor Wimpey, with a cluster of downgrades and lower price targets citing rising build costs and softer pricing.
PMP
UK£0.53
Portmeirion Group
7D
-3.7%
1Y
-64.8%
BKG
UK£35.42
Berkeley Group Holdings
7D
6.8%
1Y
-14.7%
Narrative Update • Jun 07

BKG: Fair Value View Balances Pipeline Execution With Softer Revenue Expectations

The analyst price target for Berkeley Group Holdings has been reduced by about £1.77 per share, as analysts factor in softer revenue expectations alongside slightly stronger profit margins and a lower assumed P/E multiple. Analyst Commentary Recent Street research on Berkeley Group Holdings shows a mix of upgrades, downgrades, and price target cuts, reflecting a split view on how the stock’s valuation lines up with its execution and growth outlook.
NTBR
UK£1.03
Northern Bear
7D
-5.5%
1Y
28.1%
AIEA
UK£0.28
AIREA
7D
-1.8%
1Y
0%
VID
UK£3.60
Videndum
7D
6.5%
1Y
-97.6%