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

U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies23
  • 7D0.7%
  • 3M-5.1%
  • 1Y-43.7%
  • YTD-27.5%

Last week, the Consumer Durables industry hasn't moved much but Barratt Redrow is up 3.3% in that time. Unfortunately though, the industry is down 44% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026UK£19.2bUK£26.6bUK£1.3b11x14.6x0.7x
Fri, 22 May 2026UK£18.9bUK£26.6bUK£1.3b10.6x14.4x0.7x
Sun, 19 Apr 2026UK£21.2bUK£26.6bUK£1.3b12x16.3x0.8x
Tue, 17 Mar 2026UK£21.6bUK£26.5bUK£1.2b12.2x17.9x0.8x
Thu, 12 Feb 2026UK£27.2bUK£25.4bUK£1.0b18.9x27x1.1x
Sat, 10 Jan 2026UK£26.1bUK£25.4bUK£929.8m16.6x28x1x
Mon, 08 Dec 2025UK£25.1bUK£25.5bUK£947.0m15.6x26.5x1x
Wed, 05 Nov 2025UK£24.9bUK£25.5bUK£942.0m14.1x26.4x1x
Fri, 03 Oct 2025UK£24.5bUK£25.2bUK£932.8m14.3x26.3x1x
Sun, 31 Aug 2025UK£22.9bUK£24.3bUK£912.5m13.4x25.1x0.9x
Tue, 29 Jul 2025UK£24.4bUK£24.1bUK£1.2b13.2x20.9x1x
Thu, 26 Jun 2025UK£27.2bUK£24.0bUK£1.2b13x23.3x1.1x
Sat, 24 May 2025UK£27.1bUK£24.1bUK£1.1b12.8x23.9x1.1x
Mon, 21 Apr 2025UK£25.7bUK£24.1bUK£1.3b12.5x20.1x1.1x
Wed, 19 Mar 2025UK£25.3bUK£23.9bUK£1.4b11.9x17.8x1.1x
Fri, 14 Feb 2025UK£26.5bUK£23.6bUK£1.4b14.1x18.6x1.1x
Sun, 12 Jan 2025UK£24.0bUK£23.2bUK£1.5b12.9x16x1x
Tue, 10 Dec 2024UK£27.9bUK£23.1bUK£1.5b13.1x18.6x1.2x
Thu, 07 Nov 2024UK£29.3bUK£23.1bUK£1.5b12.3x19x1.3x
Sat, 05 Oct 2024UK£34.4bUK£23.6bUK£1.6b14.1x21.1x1.5x
Mon, 02 Sep 2024UK£32.8bUK£23.6bUK£1.7b14.7x19.1x1.4x
Wed, 31 Jul 2024UK£35.2bUK£25.5bUK£2.0b14.2x17.4x1.4x
Fri, 28 Jun 2024UK£31.3bUK£25.5bUK£2.0b13.5x15.5x1.2x
Sun, 26 May 2024UK£34.0bUK£25.7bUK£2.1b14.8x16.4x1.3x
Tue, 23 Apr 2024UK£29.6bUK£25.8bUK£2.1b13.2x14x1.1x
Thu, 21 Mar 2024UK£30.9bUK£26.3bUK£2.3b12x13.7x1.2x
Sat, 17 Feb 2024UK£31.4bUK£26.9bUK£2.5b12.1x12.5x1.2x
Mon, 15 Jan 2024UK£32.7bUK£29.6bUK£2.9b9.9x11.4x1.1x
Wed, 13 Dec 2023UK£30.9bUK£29.6bUK£2.9b9.9x10.7x1x
Fri, 10 Nov 2023UK£28.3bUK£31.2bUK£2.8b8.6x10.1x0.9x
Sun, 08 Oct 2023UK£27.1bUK£31.3bUK£2.7b8.9x10.2x0.9x
Tue, 05 Sep 2023UK£27.4bUK£31.3bUK£2.7b8.3x10x0.9x
Thu, 03 Aug 2023UK£28.7bUK£32.2bUK£3.0b8.7x9.4x0.9x
Sat, 01 Jul 2023UK£26.0bUK£32.2bUK£3.0b9.6x8.6x0.8x
Price to Earnings Ratio

8.6x


Total Market Cap: UK£26.0bTotal 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 14.6x 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 0.72x.
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 6.2% 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-1.14%
Consumer Discretionary-2.21%
Consumer Durables0.68%
Consumer Electronics2.11%
Homebuilding0.80%
Household Appliances-1.32%
Home Furnishings-1.59%
Housewares and Specialties-2.89%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 47.9x.
    • 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£2.643.3%
+UK£117.6m		-43.8%PE17.1x
BWY BellwayUK£18.723.5%
+UK£67.8m		-35.0%PE13.5x
TW. Taylor WimpeyUK£0.792.3%
+UK£62.0m		-35.0%PE27.3x
CRN Cairn HomesUK£2.044.1%
+UK£50.0m		9.9%PE11x
VTY Vistry GroupUK£2.424.9%
+UK£35.5m		-61.6%PE5.6x

Latest News

BTRW
UK£2.64
Barratt Redrow
7D
3.3%
1Y
-43.8%
Narrative Update • Jun 23

BTRW: Margin Discipline And Execution Resilience Will Support Future Upside Potential

The analyst price target for Barratt Redrow has been revised lower to £3.44 per share from £3.55, as analysts factor in slightly softer revenue growth, modest margin pressure and a small increase in the discount rate following a series of reduced Street price targets and rating changes. Analyst Commentary Recent Street research on Barratt Redrow presents a mixed picture, with several firms cutting price targets and adjusting ratings as they reassess revenue, margin and risk assumptions.
BOOT
UK£1.62
Henry Boot
7D
-1.8%
1Y
-27.4%
Narrative Update • Jun 22

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

Analysts have nudged their Henry Boot price target to £2.19, with the modest adjustment linked to updated assumptions around the company’s discount rate, revenue growth and profit margin, alongside a slightly revised future P/E multiple. What’s in the News for Henry Boot Henry Boot PLC announced that Tim Roberts will step down as Chief Executive Officer after six years in the role, with a handover period planned before his departure.
BKG
UK£34.46
Berkeley Group Holdings
7D
-1.4%
1Y
-11.7%
VTY
UK£2.42
Vistry Group
7D
4.9%
1Y
-61.6%
Narrative Update • Jun 22

VTY: Margin Reset And Incentive Discipline Will Support Future Rerating

Vistry Group’s analyst price targets have shifted sharply lower, with recent cuts from around £5.80 to a range of £2.10 to £3.40 and £2.70 as analysts point to increased use of sales incentives, pressure on profit margins and reduced earnings estimates. Analyst Commentary Recent Street research on Vistry Group highlights a cautious tone, with price targets reset materially lower and ratings moving to more neutral or negative stances.
SRAD
UK£1.53
Stelrad Group
7D
-3.2%
1Y
-1.3%
IGR
UK£0.76
IG Design Group
7D
-4.4%
1Y
-12.6%
SPR
UK£1.03
Springfield Properties
7D
-2.1%
1Y
5.1%
Narrative Update • Jun 18

SPR: Stable Risk Profile And 2026 Revenue Outlook Will Support Future Upside

Analysts have kept their £1.65 fair value estimate for Springfield Properties steady, pointing to only small tweaks in the discount rate, expected revenue contraction, profit margin outlook and future P/E assumptions as the basis for leaving their price target broadly unchanged. What’s in the News for Springfield Properties Springfield Properties issued earnings guidance for fiscal year 2026, indicating expected total revenue of about £245 million.
CRST
UK£0.73
Crest Nicholson Holdings
7D
4.0%
1Y
-61.5%
BWY
UK£18.72
Bellway
7D
3.5%
1Y
-35.0%
CRN
UK£2.04
Cairn Homes
7D
4.1%
1Y
9.9%
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.
PSN
UK£10.33
Persimmon
7D
-4.3%
1Y
-22.2%
GLE
UK£2.32
MJ Gleeson
7D
-3.1%
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£0.79
Taylor Wimpey
7D
2.3%
1Y
-35.0%
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.
TUNE
UK£2.00
Focusrite
7D
1.3%
1Y
25.0%
TBTG
UK£3.46
Beauty Tech Group
7D
-1.1%
1Y
n/a
VID
UK£3.70
Videndum
7D
2.8%
1Y
-97.5%