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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedApr 12, 2026
DataAggregated Company Financials
Companies22
  • 7D3.8%
  • 3M-26.4%
  • 1Y-32.9%
  • YTD-23.9%

Over the last 7 days, the Consumer Durables industry has risen 3.8%, driven by gains from Berkeley Group Holdings of 8.8%. During this same period, the Victoria underperformed, falling 7.3%. In contrast, the industry has lost 33% in the last 12 months. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026UK£20.0bUK£26.4bUK£1.3b11.6x15.5x0.8x
Wed, 11 Mar 2026UK£22.5bUK£26.5bUK£1.2b12.5x18.6x0.9x
Fri, 06 Feb 2026UK£26.3bUK£25.4bUK£1.0b17.8x26.1x1x
Sun, 04 Jan 2026UK£25.5bUK£25.4bUK£930.4m16.3x27.4x1x
Tue, 02 Dec 2025UK£25.3bUK£25.5bUK£948.1m15.6x26.6x1x
Thu, 30 Oct 2025UK£25.4bUK£25.5bUK£942.7m14.4x26.9x1x
Sat, 27 Sep 2025UK£23.6bUK£25.2bUK£932.7m14x25.3x0.9x
Mon, 25 Aug 2025UK£24.1bUK£24.3bUK£912.7m13.7x26.4x1x
Wed, 23 Jul 2025UK£24.8bUK£24.1bUK£1.2b13x21.2x1x
Fri, 20 Jun 2025UK£27.4bUK£24.1bUK£1.2b12.8x23.5x1.1x
Sun, 18 May 2025UK£27.6bUK£24.1bUK£1.1b12.7x24.3x1.1x
Tue, 15 Apr 2025UK£24.4bUK£24.1bUK£1.3b12x19.1x1x
Thu, 13 Mar 2025UK£25.0bUK£23.9bUK£1.4b11.8x17.6x1x
Sat, 08 Feb 2025UK£25.9bUK£23.1bUK£1.4b13.6x18.1x1.1x
Mon, 06 Jan 2025UK£25.6bUK£23.1bUK£1.5b13.6x17x1.1x
Wed, 04 Dec 2024UK£27.0bUK£23.0bUK£1.5b12.9x17.8x1.2x
Fri, 01 Nov 2024UK£32.3bUK£23.1bUK£1.5b12.4x20.9x1.4x
Sun, 29 Sep 2024UK£34.6bUK£23.6bUK£1.6b15.3x21.2x1.5x
Tue, 27 Aug 2024UK£34.0bUK£23.6bUK£1.7b14.6x19.9x1.4x
Thu, 25 Jul 2024UK£34.2bUK£25.5bUK£2.0b14.1x16.9x1.3x
Sat, 22 Jun 2024UK£31.6bUK£25.6bUK£2.0b13.8x16.1x1.2x
Mon, 20 May 2024UK£34.2bUK£25.7bUK£2.1b15.1x16.5x1.3x
Wed, 17 Apr 2024UK£30.3bUK£25.8bUK£2.1b13.6x14.4x1.2x
Fri, 15 Mar 2024UK£31.3bUK£26.3bUK£2.3b12.2x13.9x1.2x
Sun, 11 Feb 2024UK£31.6bUK£26.9bUK£2.5b11.6x12.5x1.2x
Tue, 09 Jan 2024UK£33.4bUK£29.6bUK£2.9b10.1x11.6x1.1x
Thu, 07 Dec 2023UK£30.5bUK£29.6bUK£2.9b9.1x10.6x1x
Sat, 04 Nov 2023UK£27.4bUK£31.2bUK£2.8b8.5x9.8x0.9x
Mon, 02 Oct 2023UK£28.1bUK£31.3bUK£2.7b9x10.6x0.9x
Wed, 30 Aug 2023UK£27.3bUK£31.3bUK£2.7b8.3x10x0.9x
Fri, 28 Jul 2023UK£29.3bUK£32.2bUK£3.0b8.9x9.6x0.9x
Sun, 25 Jun 2023UK£25.8bUK£32.2bUK£3.0b9.7x8.5x0.8x
Tue, 23 May 2023UK£30.6bUK£32.2bUK£3.0b10.1x10.2x1x
Thu, 20 Apr 2023UK£30.4bUK£32.2bUK£3.0b11.7x10.1x0.9x
Price to Earnings Ratio

10.1x


Total Market Cap: UK£30.4bTotal 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 17.6x202420252026
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 15.5x which is lower than its 3-year average PE of 17.6x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.76x.
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 6.4% 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 Market1.87%
Consumer Discretionary1.18%
Consumer Durables3.80%
Homebuilding3.89%
Housewares and Specialties3.38%
Household Appliances3.08%
Home Furnishings0.53%
Consumer Electronics-0.21%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 42.5x.
    • Analysts are expecting annual earnings growth of 42.5%, which is higher than its past year's earnings decline of 94.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 79% over the next 5 years.
  • However this is lower than its past earnings growth rate of 106% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings decline by 8.7% 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
BKG Berkeley Group HoldingsUK£34.488.8%
+UK£256.7m		-9.1%PE8.9x
PSN PersimmonUK£11.494.4%
+UK£154.1m		0.8%PE12.9x
BWY BellwayUK£19.833.6%
+UK£80.0m		-13.5%PE14.7x
TBTG Beauty Tech GroupUK£3.0323.7%
+UK£64.2m		n/aPE80.7x
TW. Taylor WimpeyUK£0.861.8%
+UK£54.3m		-18.8%PE30.2x

Latest News

BWY
UK£19.83
Bellway
7D
3.6%
1Y
-13.5%
CRN
UK£1.93
Cairn Homes
7D
4.1%
1Y
20.5%

CRN: Housing Shortage And Policy Support Will Support Higher 2026 Guidance

Analysts have lifted their price targets for Cairn Homes, with recent moves such as a £2.00 to £2.45 increase at one major bank supported by views that the company could benefit from severe housing shortages and supportive government policy. Analyst Commentary Recent research updates reflect a broadly constructive tone on Cairn Homes, with several bullish analysts lifting their price targets and highlighting supportive sector and policy trends.
BKG
UK£34.48
Berkeley Group Holdings
7D
8.8%
1Y
-9.1%

BKG: Higher Future P/E And Recent Upgrades Will Shape Returns

Analysts have trimmed their average fair value estimate for Berkeley Group Holdings from about £43.00 to about £39.30, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple after a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent Street research around Berkeley Group Holdings reflects a mix of fresh target cuts and upgrades, with several major houses adjusting both ratings and price targets in quick succession.
VID
UK£3.80
Videndum
7D
-0.5%
1Y
-97.4%
TW.
UK£0.86
Taylor Wimpey
7D
1.8%
1Y
-18.8%

TW.: Mixed Rating Shifts And Capital Returns Will Shape Future Share Pricing

Narrative update The updated analyst price target for Taylor Wimpey now reflects a mixed set of moves across the Street, with recent cuts to some targets such as £120 and £95, alongside increases up to £155 and £111, as analysts factor in modest changes to discount rates, revenue growth assumptions and profit margins. Analyst Commentary Recent research on Taylor Wimpey shows a split picture, with some firms adjusting targets higher while others are trimming expectations or turning more cautious.
PSN
UK£11.49
Persimmon
7D
4.4%
1Y
0.8%

PSN: Forward Order Book Progress Will Support Future Completion Volumes

Analysts have lifted Persimmon's price target slightly, with recent moves such as Morgan Stanley's increase to £16.10 and Barclays' to £15.14, supported by modestly lower fair value estimates and small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Persimmon points to a mixed but generally constructive view, with several price targets adjusted in a tight range and one downgrade adding a more cautious voice.
VTY
UK£3.40
Vistry Group
7D
3.5%
1Y
-37.0%

VTY: Future Returns Will Reflect Balance Sheet And Earnings Quality Risks

Analysts have trimmed the average fair value estimate for Vistry Group from about £3.60 to roughly £2.69. This reflects a series of reduced price targets and more cautious views on revenue growth, valuation multiples and balance sheet and earnings quality risks.
BTRW
UK£2.63
Barratt Redrow
7D
1.3%
1Y
-36.7%

BTRW: Leadership Transition And Dividend Discipline Will Support Future Upside Potential

Narrative update The updated analyst price target for Barratt Redrow now sits below the previous fair value estimate of £4.67, at around £4.57. Analysts point to a slightly higher discount rate, marginally softer revenue growth assumptions, a lower future P/E and a small profit margin adjustment following recent target cuts and rating changes.
TBTG
UK£3.03
Beauty Tech Group
7D
23.7%
1Y
n/a
VCP
UK£0.38
Victoria
7D
-7.3%
1Y
-53.0%