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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJun 09, 2026
DataAggregated Company Financials
Companies23
  • 7D-0.8%
  • 3M-18.6%
  • 1Y-43.9%
  • YTD-29.2%

The Consumer Durables industry has stayed flat over the last week. Unfortunately though, the industry is down 44% over the past 12 months. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026UK£18.7bUK£26.6bUK£1.3b11x14.3x0.7x
Fri, 08 May 2026UK£19.9bUK£26.6bUK£1.3b11.8x15.1x0.7x
Sun, 05 Apr 2026UK£19.3bUK£26.5bUK£1.3b11.2x14.9x0.7x
Tue, 03 Mar 2026UK£26.7bUK£25.7bUK£1.0b18.8x25.8x1x
Thu, 29 Jan 2026UK£26.3bUK£25.3bUK£931.7m16.4x28.2x1x
Sat, 27 Dec 2025UK£25.1bUK£25.4bUK£930.7m16x27x1x
Mon, 24 Nov 2025UK£24.6bUK£25.5bUK£947.4m14.7x26x1x
Wed, 22 Oct 2025UK£24.5bUK£25.5bUK£942.7m14x26x1x
Fri, 19 Sep 2025UK£23.6bUK£25.2bUK£930.7m14.1x25.4x0.9x
Sun, 17 Aug 2025UK£23.8bUK£24.3bUK£912.5m13.5x26.1x1x
Tue, 15 Jul 2025UK£25.4bUK£24.1bUK£1.2b13.4x21.7x1.1x
Thu, 12 Jun 2025UK£28.6bUK£24.1bUK£1.1b12.7x25.2x1.2x
Sat, 10 May 2025UK£27.5bUK£24.1bUK£1.1b12.9x24.2x1.1x
Mon, 07 Apr 2025UK£23.8bUK£24.1bUK£1.3b11.5x18.6x1x
Wed, 05 Mar 2025UK£24.7bUK£23.5bUK£1.4b12.1x17.6x1x
Fri, 31 Jan 2025UK£26.5bUK£23.1bUK£1.5b13.2x17.6x1.1x
Sun, 29 Dec 2024UK£26.1bUK£23.1bUK£1.5b13.7x17.4x1.1x
Tue, 26 Nov 2024UK£27.6bUK£23.1bUK£1.5b12.1x17.9x1.2x
Thu, 24 Oct 2024UK£32.7bUK£23.1bUK£1.5b12.5x21.2x1.4x
Sat, 21 Sep 2024UK£34.9bUK£23.6bUK£1.6b13.7x21.2x1.5x
Mon, 19 Aug 2024UK£35.7bUK£25.5bUK£1.9b14.1x18.6x1.4x
Wed, 17 Jul 2024UK£33.9bUK£25.5bUK£2.0b14x16.8x1.3x
Fri, 14 Jun 2024UK£34.0bUK£25.7bUK£2.1b14.7x16.4x1.3x
Sun, 12 May 2024UK£33.1bUK£25.7bUK£2.1b14.6x16x1.3x
Tue, 09 Apr 2024UK£30.5bUK£25.8bUK£2.1b13.4x14.5x1.2x
Thu, 07 Mar 2024UK£31.1bUK£26.4bUK£2.3b12.1x13.5x1.2x
Sat, 03 Feb 2024UK£32.9bUK£29.4bUK£2.8b11.1x11.7x1.1x
Mon, 01 Jan 2024UK£32.7bUK£29.6bUK£2.9b10.3x11.4x1.1x
Wed, 29 Nov 2023UK£29.5bUK£29.7bUK£2.9b9x10.2x1x
Fri, 27 Oct 2023UK£25.4bUK£31.2bUK£2.8b7.9x9.1x0.8x
Sun, 24 Sep 2023UK£28.9bUK£31.4bUK£2.7b9x10.8x0.9x
Tue, 22 Aug 2023UK£26.9bUK£31.3bUK£2.7b8.2x9.8x0.9x
Thu, 20 Jul 2023UK£28.9bUK£32.2bUK£3.0b9.1x9.5x0.9x
Sat, 17 Jun 2023UK£27.8bUK£32.1bUK£3.1b9.7x9.1x0.9x
Price to Earnings Ratio

9.1x


Total Market Cap: UK£27.8bTotal 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 17.9x202420252026
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 14.3x 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 0.70x.
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-0.021%
Consumer Discretionary1.74%
Consumer Durables-0.79%
Household Appliances3.02%
Home Furnishings1.19%
Homebuilding-0.89%
Consumer Electronics-3.47%
Housewares and Specialties-8.31%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 47.3x.
    • 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 76% 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£34.401.7%
+UK£52.0m		-19.4%PE8.8x
TBTG Beauty Tech GroupUK£3.563.8%
+UK£13.8m		n/aPE38.1x
TW. Taylor WimpeyUK£0.770.5%
+UK£12.5m		-37.0%PE26.6x
CRST Crest Nicholson HoldingsUK£0.714.4%
+UK£7.7m		-61.0%PE82.4x
SPR Springfield PropertiesUK£0.995.9%
+UK£6.6m		3.7%PE8.3x

Latest News

BWY
UK£17.91
Bellway
7D
-1.3%
1Y
-37.9%
TW.
UK£0.77
Taylor Wimpey
7D
0.5%
1Y
-37.0%
BTRW
UK£2.54
Barratt Redrow
7D
-1.1%
1Y
-46.6%
Narrative Update • Jun 09

BTRW: Margin Discipline And Cost Control Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been reduced to £2.60 from £4.82, as analysts factor in margin headwinds, softer pricing assumptions, and slightly lower estimates for fair value, revenue growth, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts point to the upgraded rating earlier in the year as a sign that some see value support at current levels, even as sector sentiment has softened.
BKG
UK£34.40
Berkeley Group Holdings
7D
1.7%
1Y
-19.4%
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.
PSN
UK£10.53
Persimmon
7D
-1.6%
1Y
-23.7%
Narrative Update • Jun 05

PSN: Forward Order Book And 2026 Completions Guidance Will Support Returns

Analysts have trimmed their price target on Persimmon to £1,390 from £1,610, reflecting slightly lower fair value, earnings, and margin assumptions in their updated models. Analyst Commentary Recent commentary on Persimmon points to a more balanced stance, with the latest target cut following an earlier upward adjustment to £1,610.
SPR
UK£0.99
Springfield Properties
7D
5.9%
1Y
3.7%
VTY
UK£2.49
Vistry Group
7D
-5.0%
1Y
-61.9%
Narrative Update • Jun 04

VTY: Future Returns Will Be Pressured By Margin Risks From Open Market Sales

Analysts have sharply reduced their price targets on Vistry Group, with recent cuts from £6.50 to £5.00, £6.40 to £5.30 and £5.80 to £3.40. These changes reflect concerns about weaker margins, softer end markets and lower earnings estimates through FY27.
BOOT
UK£1.60
Henry Boot
7D
-3.6%
1Y
-25.6%
Narrative Update • Jun 03

BOOT: Leadership Transition And Going Concern Risk Will Still Support Upside Potential

Analysts have adjusted their price target for Henry Boot slightly lower to reflect a revised fair value of £2.19, compared with £2.26 previously, citing updated assumptions on revenue growth, profit margins and future P/E multiples. What's in the News Henry Boot PLC announced that CEO Tim Roberts will step down from the Board later in 2026 after six years in the role, with a further update on timing to be provided in due course.
GLE
UK£2.21
MJ Gleeson
7D
-10.2%
1Y
-41.8%
CRN
UK£1.95
Cairn Homes
7D
-2.9%
1Y
3.7%
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.
CRST
UK£0.71
Crest Nicholson Holdings
7D
4.4%
1Y
-61.0%
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).
TUNE
UK£1.83
Focusrite
7D
-7.6%
1Y
-9.2%
SRAD
UK£1.40
Stelrad Group
7D
3.7%
1Y
-4.1%
CFX
UK£14.00
Colefax Group
7D
2.9%
1Y
73.9%
TBTG
UK£3.56
Beauty Tech Group
7D
3.8%
1Y
n/a
VCP
UK£0.42
Victoria
7D
11.9%
1Y
-43.3%