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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJul 30, 2026
DataAggregated Company Financials
Companies23
  • 7D0.4%
  • 3M7.5%
  • 1Y-15.9%
  • YTD-23.1%

Last week, the Consumer Durables industry hasn't moved much but Vistry Group is up 5.2% in that time. Unfortunately though, the industry is down 16% 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
Thu, 30 Jul 2026UK£20.3bUK£26.2bUK£1.3b11.3x15.6x0.8x
Sat, 27 Jun 2026UK£20.4bUK£26.6bUK£1.3b11.6x16.2x0.8x
Mon, 25 May 2026UK£19.2bUK£26.6bUK£1.3b10.7x14.7x0.7x
Wed, 22 Apr 2026UK£20.2bUK£26.6bUK£1.3b11.5x15.5x0.8x
Fri, 20 Mar 2026UK£20.3bUK£26.5bUK£1.2b11.2x16.8x0.8x
Sun, 15 Feb 2026UK£27.5bUK£25.7bUK£1.0b19x26.6x1.1x
Tue, 13 Jan 2026UK£26.2bUK£25.4bUK£930.1m16.7x28.2x1x
Thu, 11 Dec 2025UK£24.4bUK£25.5bUK£947.0m15.4x25.8x1x
Sat, 08 Nov 2025UK£24.7bUK£25.5bUK£946.0m13.9x26.1x1x
Mon, 06 Oct 2025UK£25.1bUK£25.2bUK£932.9m14.3x26.9x1x
Wed, 03 Sep 2025UK£22.2bUK£24.3bUK£912.2m12.8x24.4x0.9x
Fri, 01 Aug 2025UK£23.9bUK£24.2bUK£946.5m13.2x25.3x1x
Sun, 29 Jun 2025UK£27.9bUK£24.0bUK£1.2b13.6x24x1.2x
Tue, 27 May 2025UK£27.1bUK£24.1bUK£1.1b12.8x23.9x1.1x
Thu, 24 Apr 2025UK£26.3bUK£24.1bUK£1.3b12.4x20.6x1.1x
Sat, 22 Mar 2025UK£25.1bUK£23.9bUK£1.4b11.8x17.7x1x
Mon, 17 Feb 2025UK£26.2bUK£23.6bUK£1.4b14x18.4x1.1x
Wed, 15 Jan 2025UK£24.0bUK£23.2bUK£1.5b12.3x15.9x1x
Fri, 13 Dec 2024UK£27.5bUK£23.1bUK£1.5b13.6x18.3x1.2x
Sun, 10 Nov 2024UK£28.4bUK£23.1bUK£1.5b12.5x18.4x1.2x
Tue, 08 Oct 2024UK£33.7bUK£23.6bUK£1.6b14x20.6x1.4x
Thu, 05 Sep 2024UK£34.4bUK£23.6bUK£1.7b14.8x20x1.5x
Sat, 03 Aug 2024UK£34.5bUK£25.4bUK£1.9b14.1x17.9x1.4x
Mon, 01 Jul 2024UK£31.3bUK£25.5bUK£2.0b13.5x15.5x1.2x
Wed, 29 May 2024UK£33.4bUK£25.7bUK£2.1b14.6x16.1x1.3x
Fri, 26 Apr 2024UK£30.0bUK£25.7bUK£2.1b13.5x14.5x1.2x
Sun, 24 Mar 2024UK£31.5bUK£26.3bUK£2.3b12.1x13.9x1.2x
Tue, 20 Feb 2024UK£31.4bUK£26.9bUK£2.5b12.3x12.5x1.2x
Thu, 18 Jan 2024UK£31.9bUK£29.6bUK£2.9b9.5x11.1x1.1x
Sat, 16 Dec 2023UK£32.2bUK£29.6bUK£2.9b10.3x11.2x1.1x
Mon, 13 Nov 2023UK£27.8bUK£31.2bUK£2.8b8.5x9.9x0.9x
Wed, 11 Oct 2023UK£27.5bUK£31.3bUK£2.7b9.1x10.3x0.9x
Fri, 08 Sep 2023UK£27.0bUK£30.8bUK£2.7b8.3x9.9x0.9x
Sun, 06 Aug 2023UK£28.9bUK£31.8bUK£3.0b8.7x9.8x0.9x
Price to Earnings Ratio

9.8x


Total Market Cap: UK£28.9bTotal Earnings: UK£3.0bTotal Revenue: UK£31.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Durables Industry Price to Earnings3Y Average 18.1x202420252026
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 15.6x which is lower than its 3-year average PE of 18.1x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.77x.
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 Market1.47%
Consumer Discretionary4.51%
Consumer Durables0.45%
Housewares and Specialties9.76%
Homebuilding0.85%
Home Furnishings0.79%
Household Appliances-1.24%
Consumer Electronics-23.80%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 49.4x.
    • Analysts are expecting annual earnings growth of 36.1%, 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 78% over the next 5 years.
  • 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
VTY Vistry GroupUK£2.945.2%
+UK£46.3m		-49.4%PE6.8x
BKG Berkeley Group HoldingsUK£34.701.2%
+UK£36.7m		-5.0%PE10x
TW. Taylor WimpeyUK£0.831.2%
+UK£35.5m		-17.5%PE28.8x
PSN PersimmonUK£11.030.8%
+UK£28.9m		-3.7%PE12.4x
BTRW Barratt RedrowUK£2.940.5%
+UK£21.0m		-21.2%PE19x

Latest News

VID
UK£2.40
Videndum
7D
-40.9%
1Y
-98.9%
VCP
UK£0.70
Victoria
7D
11.3%
1Y
-11.4%
PMP
UK£0.48
Portmeirion Group
7D
-9.4%
1Y
-63.5%
IGR
UK£1.04
IG Design Group
7D
19.7%
1Y
65.6%
CRST
UK£0.62
Crest Nicholson Holdings
7D
-1.4%
1Y
-65.9%
Narrative Update • Jul 24

CRST: Future Upside Will Hinge On Covenant Relaxation And Dividend Reset

Analysts have adjusted their price target for Crest Nicholson Holdings lower to reflect a reduced fair value estimate of £0.83 from £0.96. They cite updated assumptions around revenue growth, profit margins and a higher discount rate, while keeping a slightly higher future P/E in view.
BOOT
UK£1.52
Henry Boot
7D
-1.3%
1Y
-34.2%
Narrative Update • Jul 24

BOOT: Golden Valley Development Progress Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Henry Boot from £2.19 to £1.70, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E as the key drivers of the new price target range. What’s in the News for Henry Boot HBD, Henry Boot's property investment and development arm, secured forward funding for phase one of the Golden Valley mixed use project in Cheltenham, a £1,000m scheme central to the UK’s National Cyber Strategy and planned to deliver around 1m sq ft of commercial space plus new homes.
BTRW
UK£2.94
Barratt Redrow
7D
0.5%
1Y
-21.2%
TW.
UK£0.83
Taylor Wimpey
7D
1.2%
1Y
-17.5%
Narrative Update • Jul 23

TW.: Cost Discipline And Pricing Recovery Will Support Future Upside Potential

The analyst price target for Taylor Wimpey has been reduced by £0.06, with analysts citing estimate risk around South of England pricing, as well as pressure from rising build costs and lower price targets across several housebuilders. Analyst Commentary Recent research on Taylor Wimpey points to a mixed backdrop, with several firms adjusting ratings and price targets as they reassess risks tied to South of England pricing and build costs.
BWY
UK£19.93
Bellway
7D
0.4%
1Y
-19.5%
Narrative Update • Jul 22

BWY: Margin Execution And Capital Returns Will Support Future Re Rating

Bellway’s updated analyst price target now sits closer to the mid range of recent Street estimates. The shift reflects analysts’ mixed views on sector margins and pricing, alongside more constructive comments on valuation, balance sheet strength and potential capital returns, highlighted by recent target moves around £20.20, £23.00, £24.00, £24.10 and £29.17 per share.
BKG
UK£34.70
Berkeley Group Holdings
7D
1.2%
1Y
-5.0%
Narrative Update • Jul 21

BKG: Index Reclassification And Higher P/E Assumptions May Support Upside

Analysts have reduced their fair value estimate for Berkeley Group Holdings from £50.08 to £48.00. This adjustment reflects recent cuts to Street price targets, slightly lower profit-margin expectations, a shift to declining revenue growth, and a higher assumed future P/E multiple.
VTY
UK£2.94
Vistry Group
7D
5.2%
1Y
-49.4%
Narrative Update • Jul 20

VTY: Future Returns Will Be Pressured By Incentive Driven Margin Risks

Analysts have trimmed their fair value estimate for Vistry Group to £1.60 from £1.80, reflecting a series of reduced price targets across the Street as they reassess revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research on Vistry Group points to a more cautious tone, with several bearish analysts cutting price targets and, in some cases, downgrading the stock as they reassess revenue, margin and P/E risks.
GLE
UK£2.74
MJ Gleeson
7D
-3.4%
1Y
-24.4%
CRN
UK£2.12
Cairn Homes
7D
-0.9%
1Y
17.5%
PSN
UK£11.03
Persimmon
7D
0.8%
1Y
-3.7%
Narrative Update • Jul 08

PSN: Biggleswade Site And 2026 Completions Should Support Premium Earnings Multiple

Persimmon's analyst price target has been trimmed, with recent moves from banks such as Berenberg, Citi, JPMorgan and Morgan Stanley collectively pointing to a reset in fair value to about £16.94 from £18.00. This reflects analysts moderating revenue growth and valuation multiples while allowing for slightly stronger profit margins.
TUNE
UK£2.36
Focusrite
7D
-4.6%
1Y
49.8%
SRAD
UK£1.54
Stelrad Group
7D
-4.3%
1Y
-9.7%