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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies23
  • 7D2.1%
  • 3M-23.9%
  • 1Y-41.7%
  • YTD-25.8%

In the last week, the Consumer Durables industry is up 2.1%, with Barratt Redrow up 3.2%. Meanwhile, Videndum actually underperformed within the industry, shrinking 6.3% in the last week. In contrast, the industry has lost 42% in the last 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
Mon, 01 Jun 2026UK£19.6bUK£26.6bUK£1.3b11.2x15x0.7x
Wed, 29 Apr 2026UK£19.2bUK£26.6bUK£1.3b11x14.7x0.7x
Fri, 27 Mar 2026UK£19.7bUK£26.5bUK£1.2b11x16.4x0.7x
Sun, 22 Feb 2026UK£27.3bUK£25.7bUK£1.0b19.2x26.3x1.1x
Tue, 20 Jan 2026UK£25.7bUK£25.4bUK£929.9m16.2x27.6x1x
Thu, 18 Dec 2025UK£25.2bUK£25.4bUK£930.7m15.7x27.1x1x
Sat, 15 Nov 2025UK£25.1bUK£25.5bUK£946.3m14.8x26.5x1x
Mon, 13 Oct 2025UK£24.0bUK£25.2bUK£932.1m13.6x25.8x1x
Wed, 10 Sep 2025UK£22.9bUK£24.2bUK£898.1m13.5x25.6x0.9x
Fri, 08 Aug 2025UK£24.0bUK£24.1bUK£934.4m13.2x25.7x1x
Sun, 06 Jul 2025UK£25.5bUK£24.0bUK£1.2b13.2x21.8x1.1x
Tue, 03 Jun 2025UK£27.2bUK£24.1bUK£1.1b12.8x24x1.1x
Thu, 01 May 2025UK£27.1bUK£24.1bUK£1.3b12.5x21.2x1.1x
Sat, 29 Mar 2025UK£25.0bUK£24.1bUK£1.3b11.7x19.7x1x
Mon, 24 Feb 2025UK£25.3bUK£23.5bUK£1.4b12.6x17.7x1.1x
Wed, 22 Jan 2025UK£25.8bUK£23.2bUK£1.5b13.3x17.1x1.1x
Fri, 20 Dec 2024UK£26.5bUK£23.1bUK£1.5b13.5x17.6x1.1x
Sun, 17 Nov 2024UK£27.6bUK£23.1bUK£1.5b12.2x17.8x1.2x
Tue, 15 Oct 2024UK£31.9bUK£23.6bUK£1.6b12.4x19.5x1.4x
Thu, 12 Sep 2024UK£34.4bUK£23.7bUK£1.7b12.9x20.6x1.5x
Sat, 10 Aug 2024UK£34.6bUK£25.5bUK£1.9b13.5x18x1.4x
Mon, 08 Jul 2024UK£33.4bUK£25.5bUK£2.0b14x16.5x1.3x
Wed, 05 Jun 2024UK£34.0bUK£25.7bUK£2.1b14.9x16.4x1.3x
Fri, 03 May 2024UK£30.9bUK£25.7bUK£2.1b13.8x14.9x1.2x
Sun, 31 Mar 2024UK£31.2bUK£25.8bUK£2.1b13.8x14.8x1.2x
Tue, 27 Feb 2024UK£30.9bUK£26.8bUK£2.5b12.4x12.3x1.2x
Thu, 25 Jan 2024UK£32.7bUK£29.4bUK£2.8b11.1x11.6x1.1x
Sat, 23 Dec 2023UK£32.8bUK£29.6bUK£2.9b10.3x11.4x1.1x
Mon, 20 Nov 2023UK£29.6bUK£31.2bUK£2.8b8.7x10.6x1x
Wed, 18 Oct 2023UK£26.4bUK£31.3bUK£2.7b9x9.9x0.8x
Fri, 15 Sep 2023UK£28.7bUK£31.2bUK£2.8b8.3x10.1x0.9x
Sun, 13 Aug 2023UK£28.5bUK£31.3bUK£2.7b9x10.5x0.9x
Tue, 11 Jul 2023UK£25.5bUK£32.2bUK£3.0b8.6x8.4x0.8x
Thu, 08 Jun 2023UK£29.1bUK£32.2bUK£3.0b10.1x9.7x0.9x
Price to Earnings Ratio

9.7x


Total Market Cap: UK£29.1bTotal 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 17.8x202420252026
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 15.0x 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 0.74x.
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 Market-0.29%
Consumer Discretionary2.07%
Consumer Durables2.13%
Housewares and Specialties9.44%
Homebuilding2.30%
Home Furnishings0.94%
Household Appliances-0.90%
Consumer Electronics-1.90%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 47.0x.
    • 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 75% 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£2.633.2%
+UK£114.8m		-42.1%PE17x
BKG Berkeley Group HoldingsUK£34.442.6%
+UK£81.7m		-18.0%PE8.8x
PSN PersimmonUK£11.141.8%
+UK£62.6m		-15.7%PE12.5x
BWY BellwayUK£19.192.8%
+UK£60.8m		-28.6%PE14.1x
VTY Vistry GroupUK£2.794.8%
+UK£40.6m		-55.2%PE6.4x

Latest News

BTRW
UK£2.63
Barratt Redrow
7D
3.2%
1Y
-42.1%
VTY
UK£2.79
Vistry Group
7D
4.8%
1Y
-55.2%
BWY
UK£19.19
Bellway
7D
2.8%
1Y
-28.6%
TW.
UK£0.80
Taylor Wimpey
7D
0.3%
1Y
-31.8%
Narrative Update • May 27

TW.: Share Buybacks And Outlet Expansion Will Offset Weaker Pricing Pressures

Analysts have reduced the Taylor Wimpey price target by about £0.07 per share. This reflects more cautious assumptions on fair value, revenue growth, profit margins and future P/E, as they take into account rising build costs and weaker pricing trends highlighted in recent research.
GLE
UK£2.44
MJ Gleeson
7D
-1.0%
1Y
-52.8%
Narrative Update • May 27

GLE: Higher Discount Rate Could Highlight Future Upside Potential

Analysts have reduced their price target for MJ Gleeson from £6.17 to £4.83, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E that point to a more cautious valuation framework. Valuation Changes Fair Value: The price target has been adjusted from £6.17 to £4.83, reflecting a lower implied valuation level.
CRN
UK£2.05
Cairn Homes
7D
2.9%
1Y
10.2%
Analysis Article • May 22

Do Cairn Homes' (LON:CRN) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
PSN
UK£11.14
Persimmon
7D
1.8%
1Y
-15.7%
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£34.44
Berkeley Group Holdings
7D
2.6%
1Y
-18.0%
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£0.84
IG Design Group
7D
15.0%
1Y
-0.6%
TBTG
UK£3.27
Beauty Tech Group
7D
-1.8%
1Y
n/a
VID
UK£3.75
Videndum
7D
-6.3%
1Y
-97.5%