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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedAug 17, 2026
DataAggregated Company Financials
Companies23
  • 7D1.2%
  • 3M16.2%
  • 1Y-23.7%
  • YTD-18.3%

Barratt Redrow is up 3.5%, leading the way for the Consumer Durables industry, which has gained 1.2%. Meanwhile, IG Design Group actually underperformed within the industry, shrinking 7.4% in the last week. However, the industry is down 24% over the past year. Earnings are forecast to grow by 9.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Aug 2026UK£21.5bUK£26.4bUK£1.5b11.6x14.3x0.8x
Wed, 15 Jul 2026UK£19.5bUK£26.3bUK£1.3b11.3x14.6x0.7x
Fri, 12 Jun 2026UK£18.3bUK£26.6bUK£1.3b11x13.9x0.7x
Sun, 10 May 2026UK£19.9bUK£26.6bUK£1.3b11.6x15.1x0.8x
Tue, 07 Apr 2026UK£19.3bUK£26.5bUK£1.3b11.2x14.9x0.7x
Thu, 05 Mar 2026UK£23.9bUK£25.7bUK£1.0b16.9x23.1x0.9x
Sat, 31 Jan 2026UK£26.0bUK£25.4bUK£1.0b17.6x25.8x1x
Mon, 29 Dec 2025UK£25.1bUK£25.4bUK£930.8m16x27x1x
Wed, 26 Nov 2025UK£25.5bUK£25.5bUK£947.6m15.5x26.9x1x
Fri, 24 Oct 2025UK£26.1bUK£25.5bUK£942.7m14.6x27.7x1x
Sun, 21 Sep 2025UK£23.4bUK£25.2bUK£930.5m13.9x25.1x0.9x
Tue, 19 Aug 2025UK£23.6bUK£24.3bUK£912.3m13.5x25.9x1x
Thu, 17 Jul 2025UK£24.3bUK£24.1bUK£1.2b13x20.8x1x
Sat, 14 Jun 2025UK£28.4bUK£24.1bUK£1.2b12.7x24.4x1.2x
Mon, 12 May 2025UK£27.5bUK£24.1bUK£1.1b12.9x24.2x1.1x
Wed, 09 Apr 2025UK£24.0bUK£24.2bUK£1.3b11.8x18.7x1x
Fri, 07 Mar 2025UK£24.5bUK£23.6bUK£1.4b11.9x17.4x1x
Sun, 02 Feb 2025UK£26.8bUK£23.1bUK£1.5b13.5x17.8x1.2x
Tue, 31 Dec 2024UK£26.1bUK£23.1bUK£1.5b13.8x17.3x1.1x
Thu, 28 Nov 2024UK£27.5bUK£23.1bUK£1.5b12.4x18x1.2x
Sat, 26 Oct 2024UK£32.2bUK£23.1bUK£1.5b12.2x20.8x1.4x
Mon, 23 Sep 2024UK£34.9bUK£23.6bUK£1.6b13.7x21.2x1.5x
Wed, 21 Aug 2024UK£36.3bUK£25.5bUK£1.9b14x18.9x1.4x
Fri, 19 Jul 2024UK£34.1bUK£25.5bUK£2.0b14.5x16.9x1.3x
Sun, 16 Jun 2024UK£32.7bUK£25.6bUK£2.0b13.7x16.1x1.3x
Tue, 14 May 2024UK£32.9bUK£25.7bUK£2.1b14.5x15.9x1.3x
Thu, 11 Apr 2024UK£30.0bUK£25.8bUK£2.1b13.3x14.3x1.2x
Sat, 09 Mar 2024UK£31.1bUK£26.4bUK£2.3b12.3x13.5x1.2x
Mon, 05 Feb 2024UK£32.9bUK£29.4bUK£2.8b11.1x11.7x1.1x
Wed, 03 Jan 2024UK£32.4bUK£29.6bUK£2.9b10.1x11.2x1.1x
Fri, 01 Dec 2023UK£29.5bUK£29.6bUK£2.9b8.9x10.2x1x
Sun, 29 Oct 2023UK£25.6bUK£31.2bUK£2.8b7.9x9.2x0.8x
Tue, 26 Sep 2023UK£29.0bUK£31.4bUK£2.7b9x10.8x0.9x
Thu, 24 Aug 2023UK£26.7bUK£31.3bUK£2.7b8.2x9.8x0.9x
Price to Earnings Ratio

9.8x


Total Market Cap: UK£26.7bTotal Earnings: UK£2.7bTotal Revenue: UK£31.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Durables Industry Price to Earnings3Y Average 18.2x202420252026
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 18.2x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.81x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 18% per year over the last three years,
  • Revenues have also declined 5.5% 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-1.35%
Consumer Discretionary-0.73%
Consumer Durables1.21%
Consumer Electronics6.35%
Homebuilding1.25%
Household Appliances0.24%
Home Furnishings-1.20%
Housewares and Specialties-4.12%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 38.8%, which is higher than its past year's earnings decline of 1.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 77% over the next 5 years.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 2.2% per year 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£3.222.2%
+UK£94.9m		-12.9%PE20.8x
VTY Vistry GroupUK£2.7410.0%
+UK£78.7m		-56.7%PE6.3x
PSN PersimmonUK£11.672.1%
+UK£75.5m		6.5%PE12.3x
TW. Taylor WimpeyUK£0.842.0%
+UK£57.1m		-14.7%PE11.8x
BWY BellwayUK£21.482.3%
+UK£54.0m		-11.5%PE15.4x

Latest News

BKG
UK£35.58
Berkeley Group Holdings
7D
0.7%
1Y
-4.1%
VTY
UK£2.74
Vistry Group
7D
10.0%
1Y
-56.7%
CRN
UK£2.22
Cairn Homes
7D
2.8%
1Y
21.8%
PSN
UK£11.67
Persimmon
7D
2.1%
1Y
6.5%
VCP
UK£0.56
Victoria
7D
-4.0%
1Y
-25.5%
Narrative Update • Aug 08

VCP: Higher Forward P/E Assumptions Will Support A Bullish Rebound

Analysts have lifted their price target on Victoria to £1.00 from £0.75, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, which they see as better reflecting the stock's risk and return profile. What's in the News for Victoria No recent Victoria specific news has been identified from the provided sources as of 6 August 2026.
SDG
UK£0.77
Sanderson Design Group
7D
-1.3%
1Y
40.0%
TW.
UK£0.84
Taylor Wimpey
7D
2.0%
1Y
-14.7%
Narrative Update • Aug 06

TW.: Cost Discipline And Land Pipeline Execution Will Support Future Upside Potential

The updated analyst price target for Taylor Wimpey reflects a lower fair value estimate, moving from £1.31 to £1.23, as analysts factor in softer revenue growth and profit margin assumptions, alongside a series of recent price target cuts across the Street. Analyst Commentary Street research on Taylor Wimpey over recent months points to a reset in expectations, with several firms cutting price targets and in some cases reducing ratings.
BTRW
UK£3.22
Barratt Redrow
7D
2.2%
1Y
-12.9%
Narrative Update • Aug 04

BTRW: Capital Returns And Balance Sheet Strength Will Underpin Future Upside

Barratt Redrow's analyst price targets have edged lower, with a modest reduction in fair value from £4.38 to £4.10 as analysts factor in slightly lower profit margin assumptions and trim targets across the sector, while largely maintaining constructive ratings on the stock. Analyst Commentary Recent research on Barratt Redrow points to a more cautious set of price targets, but with several Bullish analysts still seeing appeal in the stock at current valuation levels.
BWY
UK£21.48
Bellway
7D
2.3%
1Y
-11.5%
CFX
UK£14.50
Colefax Group
7D
-0.3%
1Y
70.6%
IGR
UK£0.96
IG Design Group
7D
-5.4%
1Y
60.0%
CRST
UK£0.71
Crest Nicholson Holdings
7D
11.0%
1Y
-59.9%
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.