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

U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies23
  • 7D-5.4%
  • 3M-16.9%
  • 1Y-48.4%
  • YTD-31.0%

Over the last 7 days, the Consumer Durables industry has dropped 5.4%, driven by Barratt Redrow declining 4.9%. Meanwhile, Stelrad Group actually outperformed within the industry, gaining 7.7% in the last week. However, the industry is down 48% over the past year. Looking forward, 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
Sat, 13 Jun 2026UK£18.3bUK£26.6bUK£1.3b11x13.9x0.7x
Mon, 11 May 2026UK£19.9bUK£26.6bUK£1.3b11.6x15.1x0.7x
Wed, 08 Apr 2026UK£19.0bUK£26.5bUK£1.3b11x14.7x0.7x
Fri, 06 Mar 2026UK£23.5bUK£25.8bUK£1.2b13.2x20.2x0.9x
Sun, 01 Feb 2026UK£26.0bUK£25.4bUK£1.0b17.6x25.8x1x
Tue, 30 Dec 2025UK£25.2bUK£25.4bUK£930.7m16.1x27.1x1x
Thu, 27 Nov 2025UK£25.2bUK£25.5bUK£947.8m15.4x26.6x1x
Sat, 25 Oct 2025UK£26.4bUK£25.5bUK£942.8m14.7x28x1x
Mon, 22 Sep 2025UK£23.4bUK£25.2bUK£930.5m13.9x25.1x0.9x
Wed, 20 Aug 2025UK£24.0bUK£24.3bUK£912.1m13.8x26.4x1x
Fri, 18 Jul 2025UK£24.5bUK£24.1bUK£1.2b12.9x21x1x
Sun, 15 Jun 2025UK£28.4bUK£24.1bUK£1.2b12.7x24.4x1.2x
Tue, 13 May 2025UK£27.3bUK£24.1bUK£1.1b12.9x24.1x1.1x
Thu, 10 Apr 2025UK£23.0bUK£24.2bUK£1.3b11.5x18x1x
Sat, 08 Mar 2025UK£25.0bUK£23.6bUK£1.4b11.8x17.8x1.1x
Mon, 03 Feb 2025UK£26.8bUK£23.1bUK£1.5b13.5x17.8x1.2x
Wed, 01 Jan 2025UK£26.5bUK£23.1bUK£1.5b13.9x17.6x1.1x
Fri, 29 Nov 2024UK£27.2bUK£23.0bUK£1.5b12.8x17.9x1.2x
Sun, 27 Oct 2024UK£32.1bUK£23.1bUK£1.5b12.2x20.8x1.4x
Tue, 24 Sep 2024UK£34.9bUK£23.6bUK£1.6b13.7x21.2x1.5x
Thu, 22 Aug 2024UK£33.9bUK£23.6bUK£1.7b14.5x19.8x1.4x
Sat, 20 Jul 2024UK£34.1bUK£25.5bUK£2.0b14.3x16.9x1.3x
Mon, 17 Jun 2024UK£32.7bUK£25.6bUK£2.0b13.7x16.1x1.3x
Wed, 15 May 2024UK£32.9bUK£25.7bUK£2.1b14.5x15.9x1.3x
Fri, 12 Apr 2024UK£29.9bUK£25.8bUK£2.1b13.3x14.2x1.2x
Sun, 10 Mar 2024UK£31.1bUK£26.4bUK£2.3b12.3x13.5x1.2x
Tue, 06 Feb 2024UK£31.4bUK£28.1bUK£2.9b11x10.7x1.1x
Thu, 04 Jan 2024UK£32.1bUK£29.6bUK£2.9b10x11.1x1.1x
Sat, 02 Dec 2023UK£29.9bUK£29.6bUK£2.9b8.9x10.4x1x
Mon, 30 Oct 2023UK£25.6bUK£31.2bUK£2.8b7.9x9.2x0.8x
Wed, 27 Sep 2023UK£28.9bUK£31.4bUK£2.7b9x10.8x0.9x
Fri, 25 Aug 2023UK£26.5bUK£31.3bUK£2.7b8.1x9.7x0.8x
Sun, 23 Jul 2023UK£29.1bUK£32.2bUK£3.0b9x9.5x0.9x
Tue, 20 Jun 2023UK£27.5bUK£32.1bUK£3.1b9.8x9x0.9x
Price to Earnings Ratio

9x


Total Market Cap: UK£27.5bTotal 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 13.9x 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 0.69x.
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-0.78%
Consumer Discretionary0.082%
Consumer Durables-5.40%
Housewares and Specialties3.75%
Household Appliances3.07%
Home Furnishings-0.65%
Homebuilding-5.84%
Consumer Electronics-8.70%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 47.4x.
    • Analysts are expecting annual earnings growth of 33.4%, 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
SRAD Stelrad GroupUK£1.537.7%
+UK£14.0m		6.3%PE230.9x
VCP VictoriaUK£0.4820.3%
+UK£9.3m		-32.3%PS0.05x
TUNE FocusriteUK£1.958.0%
+UK£8.4m		1.0%PE21.1x
CRST Crest Nicholson HoldingsUK£0.703.7%
+UK£6.4m		-62.8%PE81.9x
IGR IG Design GroupUK£0.866.2%
+UK£4.8m		-2.8%PS0.2x

Latest News

BOOT
UK£1.68
Henry Boot
7D
1.8%
1Y
-21.9%
PSN
UK£10.43
Persimmon
7D
-2.4%
1Y
-24.9%
GLE
UK£2.31
MJ Gleeson
7D
-7.0%
1Y
-40.2%
Narrative Update • Jun 10

GLE: Steady Fair Value While Margin Pressure And Richer P/E Shape Future Returns

Analysts have kept their MJ Gleeson price target broadly steady around £2.25, with only minor adjustments driven by small changes in discount rate assumptions, modest tweaks to projected revenue growth, and slightly lower expected profit margins alongside a higher future P/E assumption. What's in the News No recent MJ Gleeson specific news items or key developments were identified in the provided sources.
TW.
UK£0.75
Taylor Wimpey
7D
-3.3%
1Y
-38.7%
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.
BWY
UK£17.52
Bellway
7D
-3.5%
1Y
-40.5%
Narrative Update • Jun 09

BWY: Margin Recovery And Execution Will Support Future Re Rating

Bellway's analyst fair value estimate has shifted slightly lower to £36.43 from £37.43 as analysts factor in margin headwinds and pricing risks, which are reflected in recent price target cuts and rating changes across the sector. Analyst Commentary Recent Street research on Bellway points to a mixed backdrop, with some fresh caution around margins and pricing alongside selective optimism on execution and valuation support.
BTRW
UK£2.47
Barratt Redrow
7D
-4.9%
1Y
-48.0%
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£34.00
Berkeley Group Holdings
7D
-2.6%
1Y
-20.6%
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£1.09
Northern Bear
7D
2.3%
1Y
35.4%
VTY
UK£2.42
Vistry Group
7D
-7.1%
1Y
-63.8%
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.
CRN
UK£1.93
Cairn Homes
7D
-6.0%
1Y
0.7%
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£0.70
Crest Nicholson Holdings
7D
3.7%
1Y
-62.8%
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£1.95
Focusrite
7D
8.0%
1Y
1.0%
SRAD
UK£1.53
Stelrad Group
7D
7.7%
1Y
6.3%
IGR
UK£0.86
IG Design Group
7D
6.2%
1Y
-2.8%
TBTG
UK£3.56
Beauty Tech Group
7D
0.3%
1Y
n/a
VCP
UK£0.48
Victoria
7D
20.3%
1Y
-32.3%