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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedAug 21, 2026
DataAggregated Company Financials
Companies23
  • 7D-4.3%
  • 3M8.3%
  • 1Y-26.6%
  • YTD-21.4%

The Consumer Durables is pretty flat in the last 7 days, but IG Design Group has stood out, gaining 8.0%. As for the longer term, the industry has declined 26% in the last year. As for the next few years, earnings are expected to grow by 9.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Aug 2026UK£20.7bUK£26.4bUK£1.5b11.1x13.8x0.8x
Sun, 19 Jul 2026UK£20.2bUK£26.2bUK£1.3b11.2x15.5x0.8x
Tue, 16 Jun 2026UK£18.8bUK£26.6bUK£1.3b11x14.4x0.7x
Thu, 14 May 2026UK£19.0bUK£26.6bUK£1.3b11.3x14.4x0.7x
Sat, 11 Apr 2026UK£20.0bUK£26.4bUK£1.3b11.6x15.5x0.8x
Mon, 09 Mar 2026UK£23.0bUK£26.1bUK£1.2b13x19.5x0.9x
Wed, 04 Feb 2026UK£26.4bUK£25.4bUK£1.0b18.1x26.2x1x
Fri, 02 Jan 2026UK£25.5bUK£25.4bUK£930.6m16.2x27.4x1x
Sun, 30 Nov 2025UK£25.5bUK£25.5bUK£947.9m15.6x26.9x1x
Tue, 28 Oct 2025UK£26.0bUK£25.5bUK£942.9m14.6x27.6x1x
Thu, 25 Sep 2025UK£23.6bUK£25.2bUK£933.2m14.1x25.3x0.9x
Sat, 23 Aug 2025UK£23.9bUK£24.3bUK£912.7m13.7x26.2x1x
Mon, 21 Jul 2025UK£24.6bUK£24.1bUK£1.2b12.9x21x1x
Wed, 18 Jun 2025UK£27.8bUK£24.1bUK£1.2b12.8x23.8x1.2x
Fri, 16 May 2025UK£27.4bUK£24.1bUK£1.1b12.7x24.1x1.1x
Sun, 13 Apr 2025UK£23.8bUK£24.1bUK£1.3b11.8x18.6x1x
Tue, 11 Mar 2025UK£24.8bUK£23.6bUK£1.4b11.7x17.6x1x
Thu, 06 Feb 2025UK£26.4bUK£23.1bUK£1.4b13.6x18.5x1.1x
Sat, 04 Jan 2025UK£25.6bUK£23.1bUK£1.5b13.6x17.1x1.1x
Mon, 02 Dec 2024UK£27.3bUK£23.0bUK£1.5b12.8x18x1.2x
Wed, 30 Oct 2024UK£32.3bUK£23.1bUK£1.5b12.4x20.9x1.4x
Fri, 27 Sep 2024UK£34.3bUK£23.6bUK£1.6b15.4x21x1.5x
Sun, 25 Aug 2024UK£34.0bUK£23.6bUK£1.7b14.6x19.9x1.4x
Tue, 23 Jul 2024UK£33.8bUK£25.5bUK£2.0b14.5x16.7x1.3x
Thu, 20 Jun 2024UK£31.6bUK£25.6bUK£2.0b13.7x15.6x1.2x
Sat, 18 May 2024UK£34.2bUK£25.7bUK£2.1b15.1x16.5x1.3x
Mon, 15 Apr 2024UK£30.2bUK£25.8bUK£2.1b13.6x14.3x1.2x
Wed, 13 Mar 2024UK£31.1bUK£26.4bUK£2.3b12.2x13.4x1.2x
Fri, 09 Feb 2024UK£31.3bUK£26.9bUK£2.5b11.6x12.4x1.2x
Sun, 07 Jan 2024UK£32.6bUK£29.6bUK£2.9b10x11.3x1.1x
Tue, 05 Dec 2023UK£30.0bUK£29.6bUK£2.9b9.4x10.4x1x
Thu, 02 Nov 2023UK£26.1bUK£31.2bUK£2.8b8.2x9.3x0.8x
Sat, 30 Sep 2023UK£28.1bUK£31.3bUK£2.7b9x10.6x0.9x
Mon, 28 Aug 2023UK£26.4bUK£31.3bUK£2.7b8.1x9.6x0.8x
Price to Earnings Ratio

9.6x


Total Market Cap: UK£26.4bTotal 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 14.0x 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 0.80x.
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-0.22%
Consumer Discretionary-3.60%
Consumer Durables-4.26%
Housewares and Specialties6.58%
Consumer Electronics2.34%
Home Furnishings0.16%
Household Appliances-2.82%
Homebuilding-4.52%
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 38.6%, 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 76% 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
IGR IG Design GroupUK£1.028.0%
+UK£7.2m		69.2%PE18.2x
TUNE FocusriteUK£2.722.6%
+UK£4.1m		76.6%PS1x
CHH Churchill ChinaUK£4.055.2%
+UK£2.2m		-5.8%PE10.2x
VID VidendumUK£2.241.8%
+UK£1.6m		-97.8%PS0.4x
SPR Springfield PropertiesUK£1.070.9%
+UK£1.2m		9.2%PE9x

Latest News

IGR
UK£1.02
IG Design Group
7D
8.0%
1Y
69.2%
BTRW
UK£3.09
Barratt Redrow
7D
-5.9%
1Y
-16.7%
Narrative Update • Aug 18

BTRW: Lower Margin Assumptions Will Pressure Returns Despite Ongoing Share Buyback

The updated analyst price target for Barratt Redrow reflects a modest reduction in fair value estimates to £2.55 from £4.00. Analysts are incorporating more cautious assumptions on revenue growth and profit margins, while still highlighting sector opportunities and maintaining supportive ratings across several recent research notes.
BKG
UK£35.24
Berkeley Group Holdings
7D
-3.3%
1Y
-5.1%
VTY
UK£2.66
Vistry Group
7D
-3.7%
1Y
-58.0%
CRN
UK£2.12
Cairn Homes
7D
-5.1%
1Y
11.6%
VID
UK£2.24
Videndum
7D
1.8%
1Y
-97.8%
PSN
UK£11.44
Persimmon
7D
-4.3%
1Y
3.7%
SDG
UK£0.78
Sanderson Design Group
7D
1.3%
1Y
48.6%
TW.
UK£0.83
Taylor Wimpey
7D
-4.8%
1Y
-16.4%
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.
TUNE
UK£2.72
Focusrite
7D
2.6%
1Y
76.6%
BWY
UK£21.12
Bellway
7D
-4.0%
1Y
-12.9%
PMP
UK£0.53
Portmeirion Group
7D
4.0%
1Y
-59.9%
TBTG
UK£3.46
Beauty Tech Group
7D
-3.9%
1Y
n/a
CHH
UK£4.05
Churchill China
7D
5.2%
1Y
-5.8%
SPR
UK£1.07
Springfield Properties
7D
0.9%
1Y
9.2%
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.