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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies22
  • 7D-1.4%
  • 3M6.9%
  • 1Y6.8%
  • YTD4.8%

Over the last 7 days, the Consumer Durables industry has dropped 1.4%, driven by declines in Persimmon and Barratt Redrow of 10% and 8.9%, respectively. In contrast, AIREA has gained 5.1%. Over the past 12 months, the industry was up 6.8%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Mar 2026UK£26.7bUK£25.7bUK£1.0b18.8x25.8x1x
Fri, 30 Jan 2026UK£26.2bUK£25.4bUK£932.4m16.2x28.1x1x
Sun, 28 Dec 2025UK£25.1bUK£25.4bUK£930.8m16x27x1x
Tue, 25 Nov 2025UK£24.8bUK£25.5bUK£947.4m15x26.2x1x
Thu, 23 Oct 2025UK£26.0bUK£25.5bUK£942.6m14.3x27.6x1x
Sat, 20 Sep 2025UK£23.4bUK£25.2bUK£930.5m13.9x25.1x0.9x
Mon, 18 Aug 2025UK£23.8bUK£24.3bUK£912.5m13.5x26.1x1x
Wed, 16 Jul 2025UK£24.6bUK£24.1bUK£1.2b13.3x21.1x1x
Fri, 13 Jun 2025UK£28.8bUK£24.1bUK£1.1b12.7x25.4x1.2x
Sun, 11 May 2025UK£27.5bUK£24.1bUK£1.1b12.9x24.2x1.1x
Tue, 08 Apr 2025UK£23.3bUK£24.2bUK£1.3b11.2x18.2x1x
Thu, 06 Mar 2025UK£24.7bUK£23.5bUK£1.4b12x17.6x1x
Sat, 01 Feb 2025UK£26.8bUK£23.1bUK£1.5b13.5x17.8x1.2x
Mon, 30 Dec 2024UK£26.1bUK£23.1bUK£1.5b13.7x17.4x1.1x
Wed, 27 Nov 2024UK£27.3bUK£23.1bUK£1.5b12.2x17.7x1.2x
Fri, 25 Oct 2024UK£32.7bUK£23.1bUK£1.5b12.5x21.2x1.4x
Sun, 22 Sep 2024UK£34.9bUK£23.6bUK£1.6b13.7x21.2x1.5x
Tue, 20 Aug 2024UK£36.4bUK£25.5bUK£1.9b14.1x18.9x1.4x
Thu, 18 Jul 2024UK£33.7bUK£25.5bUK£2.0b14.3x16.7x1.3x
Sat, 15 Jun 2024UK£32.7bUK£25.6bUK£2.0b13.7x16.1x1.3x
Mon, 13 May 2024UK£33.1bUK£25.7bUK£2.1b14.6x16x1.3x
Wed, 10 Apr 2024UK£30.3bUK£25.8bUK£2.1b13.4x14.4x1.2x
Fri, 08 Mar 2024UK£31.2bUK£26.4bUK£2.3b12.2x13.5x1.2x
Sun, 04 Feb 2024UK£32.9bUK£29.4bUK£2.8b11.1x11.7x1.1x
Tue, 02 Jan 2024UK£32.7bUK£29.6bUK£2.9b10.3x11.4x1.1x
Thu, 30 Nov 2023UK£29.8bUK£29.6bUK£2.9b8.9x10.3x1x
Sat, 28 Oct 2023UK£25.6bUK£31.2bUK£2.8b7.9x9.2x0.8x
Mon, 25 Sep 2023UK£28.9bUK£31.4bUK£2.7b9x10.8x0.9x
Wed, 23 Aug 2023UK£26.3bUK£31.3bUK£2.7b8.2x9.6x0.8x
Fri, 21 Jul 2023UK£29.0bUK£32.2bUK£3.0b9x9.5x0.9x
Sun, 18 Jun 2023UK£27.8bUK£32.1bUK£3.1b9.7x9.1x0.9x
Tue, 16 May 2023UK£30.9bUK£32.2bUK£3.0b10.1x10.3x1x
Thu, 13 Apr 2023UK£29.3bUK£32.2bUK£3.0b11x9.7x0.9x
Sat, 11 Mar 2023UK£28.7bUK£31.7bUK£3.1b11.1x9.4x0.9x
Price to Earnings Ratio

9.4x


Total Market Cap: UK£28.7bTotal Earnings: UK£3.1bTotal Revenue: UK£31.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Durables Industry Price to Earnings3Y Average 17.3x202420252026
Current Industry PE
  • Investors are optimistic on the British Consumer Durables industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.8x which is higher than its 3-year average PE of 17.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 30% 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 Market1.95%
Consumer Discretionary1.89%
Consumer Durables-1.42%
Homebuilding-1.38%
Housewares and Specialties-1.40%
Household Appliances-2.30%
Home Furnishings-2.52%
Consumer Electronics-4.75%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 28.6x.
    • Analysts are expecting annual earnings growth of 50.3%, which is higher than its past year's earnings decline of 67.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings decline of 67% per year.
  • In contrast, the Housewares and Specialties industry is expected to see its earnings decline by 6.9% 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
CRN Cairn HomesUK£2.042.1%
+UK£25.4m		16.6%PE14.6x
AIEA AIREAUK£0.205.1%
+UK£385.8k		-19.6%PS0.4x
TRAF Trafalgar Property GroupUK£0.000222.3%
+UK£8.7k		-45.1%PS0.5x

Latest News

VTY
UK£4.70
Vistry Group
7D
-34.3%
1Y
-22.6%
CRN
UK£2.04
Cairn Homes
7D
2.1%
1Y
16.6%
BTRW
UK£3.29
Barratt Redrow
7D
-10.9%
1Y
-21.6%
AIEA
UK£0.20
AIREA
7D
5.1%
1Y
-19.6%
TUNE
UK£2.10
Focusrite
7D
-10.6%
1Y
13.5%
BKG
UK£41.20
Berkeley Group Holdings
7D
-4.8%
1Y
14.6%

BKG: JPMorgan Upgrade And Ongoing Buybacks Will Support Measured Future Returns

Analysts have raised their price target on Berkeley Group Holdings to about £43.15 from around £42.95, reflecting small adjustments to assumptions on discount rate, profit margin and future P/E following recent research updates, including an upgrade from JPMorgan. Analyst Commentary Bullish Takeaways Bullish analysts view the small uplift in the price target to about £43.15 as support for their case that the shares can still offer upside at current levels, even after recent research updates.
TW.
UK£1.02
Taylor Wimpey
7D
-10.1%
1Y
-8.7%
BWY
UK£25.00
Bellway
7D
-10.5%
1Y
11.1%

BWY: Dividend Policy And Margin Outlook Will Support Future Returns

Analysts have nudged their Bellway price target slightly higher to £31.86 from £31.78, reflecting small adjustments to fair value assumptions, the discount rate, revenue growth, profit margin and expected future P/E. What's in the News Shareholders approved new Articles of Association at the AGM held on 27 November 2025, updating Bellway's corporate bylaws (AGM filing).
CRST
UK£1.36
Crest Nicholson Holdings
7D
-12.1%
1Y
-8.3%

CRST: Future Re Rating Will Hinge On Auditor Flagged Going Concern Risk

Analysts have slightly increased their fair value estimate for Crest Nicholson Holdings to £1.88 per share from £1.87, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples. What's in the News On February 17, 2026, Crest Nicholson Holdings plc filed its annual report for the period ending October 31, 2025, providing updated financial disclosures and risk discussions for the latest fiscal year (company filing).
PSN
UK£13.54
Persimmon
7D
-11.0%
1Y
16.7%

PSN: Mixed Rating Shifts And Modest Assumption Tweaks Will Shape Share Price Resilience

Analysts have nudged their fair value estimate for Persimmon slightly higher to £16.26, reflecting small adjustments to assumptions on discount rate, revenue growth and future P/E. The revised estimate also factors in recent Street research, including a modest price target increase from Citi and a downgrade from Deutsche Bank.
TRAF
UK£0.00022
Trafalgar Property Group
7D
2.3%
1Y
-45.1%