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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies23
  • 7D3.3%
  • 3M1.5%
  • 1Y-42.8%
  • YTD-25.0%

Over the last 7 days, the Consumer Durables industry has risen 3.3%, driven by gains from Barratt Redrow of 6.7%. In the past year, the industry is down 43%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Jul 2026UK£19.8bUK£26.6bUK£1.3b11.2x15.8x0.7x
Fri, 29 May 2026UK£19.6bUK£26.6bUK£1.3b11.2x15x0.7x
Sun, 26 Apr 2026UK£19.6bUK£26.6bUK£1.3b11x15.1x0.7x
Tue, 24 Mar 2026UK£20.1bUK£26.5bUK£1.2b10.8x16.7x0.8x
Thu, 19 Feb 2026UK£27.4bUK£25.7bUK£1.0b19.3x26.5x1.1x
Sat, 17 Jan 2026UK£25.8bUK£25.4bUK£929.6m16.3x27.7x1x
Mon, 15 Dec 2025UK£24.5bUK£25.4bUK£930.7m15.4x26.3x1x
Wed, 12 Nov 2025UK£25.9bUK£25.5bUK£946.0m14.6x27.4x1x
Fri, 10 Oct 2025UK£24.2bUK£25.2bUK£931.7m13.8x25.9x1x
Sun, 07 Sep 2025UK£23.3bUK£24.3bUK£898.2m13.8x26x1x
Tue, 05 Aug 2025UK£24.0bUK£24.2bUK£947.6m13.1x25.3x1x
Thu, 03 Jul 2025UK£25.6bUK£24.0bUK£1.2b12.8x21.9x1.1x
Sat, 31 May 2025UK£27.5bUK£24.1bUK£1.1b12.9x24.2x1.1x
Mon, 28 Apr 2025UK£26.3bUK£24.1bUK£1.3b12.4x20.6x1.1x
Wed, 26 Mar 2025UK£25.4bUK£24.1bUK£1.4b11.6x17.5x1.1x
Fri, 21 Feb 2025UK£25.4bUK£23.5bUK£1.4b12.6x17.8x1.1x
Sun, 19 Jan 2025UK£25.6bUK£23.2bUK£1.5b13.1x17x1.1x
Tue, 17 Dec 2024UK£27.0bUK£23.1bUK£1.5b13.5x17.9x1.2x
Thu, 14 Nov 2024UK£27.3bUK£23.1bUK£1.5b12.2x17.7x1.2x
Sat, 12 Oct 2024UK£31.9bUK£23.6bUK£1.6b12.4x19.5x1.4x
Mon, 09 Sep 2024UK£34.4bUK£23.7bUK£1.7b13.3x20.6x1.5x
Wed, 07 Aug 2024UK£33.7bUK£25.4bUK£1.9b13.4x17.5x1.3x
Fri, 05 Jul 2024UK£32.6bUK£25.5bUK£2.0b13.5x16.1x1.3x
Sun, 02 Jun 2024UK£33.5bUK£25.7bUK£2.1b14.5x16.2x1.3x
Tue, 30 Apr 2024UK£30.7bUK£25.7bUK£2.1b13.8x14.9x1.2x
Thu, 28 Mar 2024UK£31.3bUK£25.8bUK£2.1b14.2x14.9x1.2x
Sat, 24 Feb 2024UK£31.4bUK£26.8bUK£2.5b12.4x12.5x1.2x
Mon, 22 Jan 2024UK£32.3bUK£29.6bUK£2.9b9.6x11.2x1.1x
Wed, 20 Dec 2023UK£32.2bUK£29.6bUK£2.9b10.2x11.2x1.1x
Fri, 17 Nov 2023UK£29.4bUK£31.2bUK£2.8b8.6x10.5x0.9x
Sun, 15 Oct 2023UK£26.4bUK£31.3bUK£2.7b9.1x9.9x0.8x
Tue, 12 Sep 2023UK£27.7bUK£30.8bUK£2.7b8.4x10.2x0.9x
Thu, 10 Aug 2023UK£28.6bUK£31.8bUK£3.0b8.7x9.6x0.9x
Sat, 08 Jul 2023UK£25.3bUK£32.2bUK£3.0b8.7x8.3x0.8x
Price to Earnings Ratio

8.3x


Total Market Cap: UK£25.3bTotal 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 18x202420252026
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 15.8x which is lower than its 3-year average PE of 18.0x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 26% 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 Market0.55%
Consumer Discretionary1.88%
Consumer Durables3.34%
Consumer Electronics11.22%
Homebuilding3.52%
Housewares and Specialties0.29%
Home Furnishings-0.23%
Household Appliances-1.66%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 48.2x.
    • Analysts are expecting annual earnings growth of 35.0%, 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 91% 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
BTRW Barratt RedrowUK£2.816.7%
+UK£246.5m		-38.1%PE18.2x
BWY BellwayUK£19.383.5%
+UK£74.7m		-31.7%PE14x
CRN Cairn HomesUK£2.155.7%
+UK£71.0m		14.1%PE11.6x
TW. Taylor WimpeyUK£0.812.5%
+UK£69.7m		-31.9%PE28x
PSN PersimmonUK£10.501.7%
+UK£56.2m		-19.1%PE11.8x

Latest News

TBTG
UK£3.40
Beauty Tech Group
7D
-2.0%
1Y
n/a
TW.
UK£0.80
Taylor Wimpey
7D
-3.1%
1Y
-29.1%
TUNE
UK£2.30
Focusrite
7D
17.9%
1Y
39.4%
VID
UK£4.19
Videndum
7D
10.7%
1Y
-97.6%
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.
CRST
UK£0.72
Crest Nicholson Holdings
7D
-5.3%
1Y
-60.3%
Narrative Update • Jun 26

CRST: Banking Covenant Reset And Weaker Margins Will Shape Outlook

Analysts have trimmed their price target on Crest Nicholson Holdings to £0.70 from £1.50, citing updated assumptions that include a higher discount rate, lower revenue growth and profit margin forecasts, and a higher future P/E multiple. What's in the News for Crest Nicholson Holdings Crest Nicholson Holdings postponed publication of its half year results for the period ended 30 April 2026.
BKG
UK£34.86
Berkeley Group Holdings
7D
-6.6%
1Y
-3.2%
GLE
UK£2.47
MJ Gleeson
7D
3.8%
1Y
-36.3%
Narrative Update • Jun 25

GLE: Steady Fair Value Will Reflect Slightly Higher Margins And Lower P/E

Analysts have adjusted their price target for MJ Gleeson to £2.25 per share, reflecting updated assumptions around the discount rate, modestly higher revenue growth, and slightly improved profit margins, within a broadly unchanged valuation view. What's in the News for MJ Gleeson No recent MJ Gleeson specific news items were identified in the provided sources.
BWY
UK£19.58
Bellway
7D
-1.0%
1Y
-25.0%
Narrative Update • Jun 24

BWY: Future P/E Will Balance Rating Resets And Margin Execution Risks

The analyst fair value estimate for Bellway has been reduced from £19.00 to £17.20 as analysts trim price targets across the sector, citing softer revenue growth assumptions, lower margin expectations and a higher implied future P/E multiple despite generally maintained positive ratings. Analyst Commentary on Bellway Recent research on Bellway points to a more cautious stance from several bearish analysts, even where positive ratings are maintained.
PSN
UK£10.60
Persimmon
7D
-3.0%
1Y
-12.5%
Narrative Update • Jun 23

PSN: Forward Order Book And Biggleswade Development Will Support Returns

Persimmon's analyst fair value estimate has been reduced from £13.97 to £13.42, in line with a series of lower Street price targets around £1,280 to £1,430. Analysts are factoring in slightly softer revenue growth, marginally tighter profit margins and a modestly lower future P/E assumption.
BTRW
UK£2.80
Barratt Redrow
7D
-0.4%
1Y
-35.3%
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£1.69
Henry Boot
7D
0.6%
1Y
-23.9%
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.
VTY
UK£2.64
Vistry Group
7D
2.8%
1Y
-57.3%
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£1.46
Stelrad Group
7D
-4.6%
1Y
-12.0%
SPR
UK£1.03
Springfield Properties
7D
2.0%
1Y
6.2%
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.
CRN
UK£2.16
Cairn Homes
7D
3.1%
1Y
22.2%
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.
VCP
UK£0.58
Victoria
7D
18.4%
1Y
-17.1%