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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJul 22, 2026
DataAggregated Company Financials
Companies23
  • 7D1.1%
  • 3M-1.9%
  • 1Y-21.9%
  • YTD-25.3%

In the last week, the Consumer Durables industry is up 1.1%, with Cairn Homes leading the way with a 2.6% gain. During this same period, the Crest Nicholson Holdings underperformed, falling 15%. However, the industry is down 22% over the past year. 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
Thu, 23 Jul 2026UK£19.7bUK£26.2bUK£1.3b11.3x15.1x0.8x
Sat, 20 Jun 2026UK£19.2bUK£26.6bUK£1.3b10.8x14.7x0.7x
Mon, 18 May 2026UK£18.7bUK£26.6bUK£1.3b10.8x14.3x0.7x
Wed, 15 Apr 2026UK£19.8bUK£26.4bUK£1.3b11.4x15.3x0.7x
Fri, 13 Mar 2026UK£21.6bUK£26.5bUK£1.2b12.1x17.9x0.8x
Sun, 08 Feb 2026UK£26.0bUK£25.4bUK£1.0b17.7x25.8x1x
Tue, 06 Jan 2026UK£25.8bUK£25.4bUK£930.3m16.3x27.7x1x
Thu, 04 Dec 2025UK£25.0bUK£25.5bUK£947.1m15.6x26.4x1x
Sat, 01 Nov 2025UK£25.0bUK£25.5bUK£942.2m14.4x26.5x1x
Mon, 29 Sep 2025UK£23.6bUK£25.2bUK£932.7m14x25.3x0.9x
Wed, 27 Aug 2025UK£23.6bUK£24.3bUK£912.1m13.4x25.9x1x
Fri, 25 Jul 2025UK£24.9bUK£24.1bUK£1.2b13.3x21.3x1x
Sun, 22 Jun 2025UK£27.1bUK£24.1bUK£1.2b12.8x23.3x1.1x
Tue, 20 May 2025UK£27.6bUK£24.1bUK£1.1b12.7x24.3x1.1x
Thu, 17 Apr 2025UK£25.4bUK£24.1bUK£1.3b12.5x19.9x1.1x
Sat, 15 Mar 2025UK£24.9bUK£23.9bUK£1.4b11.8x17.5x1x
Mon, 10 Feb 2025UK£25.9bUK£23.1bUK£1.4b13.6x18.1x1.1x
Wed, 08 Jan 2025UK£25.2bUK£23.1bUK£1.5b13.3x16.8x1.1x
Fri, 06 Dec 2024UK£27.4bUK£23.0bUK£1.5b13.2x18.1x1.2x
Sun, 03 Nov 2024UK£30.5bUK£23.1bUK£1.5b12.3x19.7x1.3x
Tue, 01 Oct 2024UK£34.1bUK£23.6bUK£1.6b15.2x20.9x1.4x
Thu, 29 Aug 2024UK£32.7bUK£23.6bUK£1.7b14.4x19.1x1.4x
Sat, 27 Jul 2024UK£34.9bUK£25.5bUK£2.0b14.2x17.2x1.4x
Mon, 24 Jun 2024UK£31.6bUK£25.6bUK£2.0b13.8x16.1x1.2x
Wed, 22 May 2024UK£33.8bUK£25.7bUK£2.1b14.9x16.3x1.3x
Fri, 19 Apr 2024UK£29.9bUK£25.8bUK£2.1b13.4x14.2x1.2x
Sun, 17 Mar 2024UK£31.2bUK£26.3bUK£2.3b12.2x13.8x1.2x
Tue, 13 Feb 2024UK£31.7bUK£26.9bUK£2.5b11.7x12.6x1.2x
Thu, 11 Jan 2024UK£33.5bUK£29.6bUK£2.9b10.1x11.6x1.1x
Sat, 09 Dec 2023UK£30.9bUK£29.6bUK£2.9b9.8x10.7x1x
Mon, 06 Nov 2023UK£27.4bUK£31.2bUK£2.8b8.5x9.8x0.9x
Wed, 04 Oct 2023UK£27.4bUK£31.3bUK£2.7b9x10.3x0.9x
Fri, 01 Sep 2023UK£27.6bUK£31.3bUK£2.7b8.4x10.1x0.9x
Sun, 30 Jul 2023UK£29.1bUK£32.2bUK£3.0b8.9x9.5x0.9x
Price to Earnings Ratio

9.5x


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 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 15.1x 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 0.75x.
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 6.7% 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 Market0.56%
Consumer Discretionary0.50%
Consumer Durables1.09%
Housewares and Specialties4.28%
Household Appliances1.75%
Homebuilding1.05%
Consumer Electronics0.90%
Home Furnishings-1.12%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 49.0x.
    • Analysts are expecting annual earnings growth of 36.3%, 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 86% 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
CRN Cairn HomesUK£2.142.6%
+UK£34.0m		12.5%PE11.7x
BWY BellwayUK£19.851.5%
+UK£32.7m		-22.5%PE14.3x
BTRW Barratt RedrowUK£2.920.7%
+UK£29.4m		-23.3%PE18.9x
VTY Vistry GroupUK£2.802.0%
+UK£17.1m		-54.9%PE6.4x
GLE MJ GleesonUK£2.836.8%
+UK£10.5m		-22.9%PE11.5x

Latest News

BKG
UK£34.28
Berkeley Group Holdings
7D
-0.5%
1Y
-5.9%
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.
BTRW
UK£2.92
Barratt Redrow
7D
0.7%
1Y
-23.3%
Narrative Update • Jul 21

BTRW: Margin Discipline And Cash Returns Will Support Future Upside Potential

Analysts have trimmed the Barratt Redrow price target to around £3.32 per share from about £3.44, reflecting slightly softer assumptions on growth and margins, even as recent research highlights sector opportunities and a wide range of external price targets between £2.60 and £3.50. Analyst Commentary Recent research on Barratt Redrow shows analysts reassessing their targets and ratings, with some seeing value at current levels and others focusing on execution risks and pressure on margins.
VTY
UK£2.80
Vistry Group
7D
2.0%
1Y
-54.9%
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.
CRST
UK£0.63
Crest Nicholson Holdings
7D
-14.8%
1Y
-66.8%
GLE
UK£2.83
MJ Gleeson
7D
6.8%
1Y
-22.9%
TW.
UK£0.82
Taylor Wimpey
7D
-0.7%
1Y
-26.3%
BOOT
UK£1.54
Henry Boot
7D
-9.4%
1Y
-32.2%
IGR
UK£0.86
IG Design Group
7D
5.5%
1Y
16.1%
Analysis Article • Jul 09

We Think That There Are Some Issues For IG Design Group (LON:IGR) Beyond Its Promising Earnings

IG Design Group plc's ( LON:IGR ) stock didn't jump after it announced some healthy earnings. Our analysis showed that...
CRN
UK£2.14
Cairn Homes
7D
2.6%
1Y
12.5%
BWY
UK£19.85
Bellway
7D
1.5%
1Y
-22.5%
Narrative Update • Jul 08

BWY: Margin Reset And Strong Balance Sheet Will Support Future Rebound

The analyst price target for Bellway has been updated to £23.30 from £26.77. This reflects Street research that trims forecasts on revenue growth and margins, while still highlighting selective opportunities in the UK construction sector and UK homebuilders space.
VCP
UK£0.63
Victoria
7D
-8.9%
1Y
-14.3%
TUNE
UK£2.48
Focusrite
7D
5.3%
1Y
57.6%
CHH
UK£3.80
Churchill China
7D
11.8%
1Y
-14.6%
VID
UK£4.05
Videndum
7D
-3.3%
1Y
-98.3%
Narrative Update • Jun 26

VID: Higher Fair Value Will Balance Going Concern Risk

Analysts have raised their fair value estimate for Videndum from £2.53 to £4.35, citing updated assumptions for discount rates, revenue growth and profit margins as key drivers of the higher price target. What’s in the News for Videndum Videndum filed its annual report on Apr 15, 2026 for the period ending Dec 31, 2025.
SRAD
UK£1.61
Stelrad Group
7D
-1.2%
1Y
-7.2%
CFX
UK£14.25
Colefax Group
7D
-2.1%
1Y
87.5%