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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJul 10, 2026
DataAggregated Company Financials
Companies23
  • 7D-1.5%
  • 3M-4.0%
  • 1Y-42.0%
  • YTD-26.6%

Over the last 7 days, the Consumer Durables industry has dropped 1.5%, and Bellway contributed the most with a 3.8% decline. The industry has fallen 42% in the last 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
Fri, 10 Jul 2026UK£19.4bUK£26.3bUK£1.3b11.7x14.5x0.7x
Sun, 07 Jun 2026UK£19.2bUK£26.6bUK£1.3b11.2x14.7x0.7x
Tue, 05 May 2026UK£19.2bUK£26.6bUK£1.3b11.1x14.5x0.7x
Thu, 02 Apr 2026UK£19.4bUK£26.5bUK£1.3b11.4x15x0.7x
Sat, 28 Feb 2026UK£26.7bUK£25.7bUK£1.0b18.8x25.8x1x
Mon, 26 Jan 2026UK£25.7bUK£25.4bUK£931.0m16.2x27.6x1x
Wed, 24 Dec 2025UK£25.0bUK£25.4bUK£930.9m16x26.9x1x
Fri, 21 Nov 2025UK£23.9bUK£25.5bUK£947.5m14.2x25.2x0.9x
Sun, 19 Oct 2025UK£24.8bUK£25.5bUK£943.0m14x26.3x1x
Tue, 16 Sep 2025UK£23.0bUK£24.2bUK£860.4m13.2x26.7x1x
Thu, 14 Aug 2025UK£24.2bUK£24.1bUK£923.1m13.3x26.2x1x
Sat, 12 Jul 2025UK£25.8bUK£24.0bUK£1.2b13.4x22.1x1.1x
Mon, 09 Jun 2025UK£26.6bUK£24.1bUK£1.1b12.7x23.4x1.1x
Wed, 07 May 2025UK£27.9bUK£24.1bUK£1.1b12.9x24.6x1.2x
Fri, 04 Apr 2025UK£24.9bUK£24.1bUK£1.3b11.5x19.5x1x
Sun, 02 Mar 2025UK£25.2bUK£23.5bUK£1.4b12.6x17.9x1.1x
Tue, 28 Jan 2025UK£26.1bUK£23.1bUK£1.5b13.1x17.3x1.1x
Thu, 26 Dec 2024UK£26.1bUK£23.1bUK£1.5b13.6x17.3x1.1x
Sat, 23 Nov 2024UK£27.2bUK£23.1bUK£1.5b12.1x17.6x1.2x
Mon, 21 Oct 2024UK£33.4bUK£23.1bUK£1.5b12.5x21.7x1.4x
Wed, 18 Sep 2024UK£35.3bUK£23.6bUK£1.7b13.6x21.4x1.5x
Fri, 16 Aug 2024UK£36.2bUK£25.5bUK£1.9b14.1x18.8x1.4x
Sun, 14 Jul 2024UK£33.8bUK£25.5bUK£2.0b14x16.7x1.3x
Tue, 11 Jun 2024UK£33.5bUK£25.7bUK£2.1b14.9x16.2x1.3x
Thu, 09 May 2024UK£32.6bUK£25.7bUK£2.1b14.3x15.8x1.3x
Sat, 06 Apr 2024UK£30.4bUK£25.8bUK£2.1b13.4x14.4x1.2x
Mon, 04 Mar 2024UK£31.3bUK£26.4bUK£2.3b12.2x13.5x1.2x
Wed, 31 Jan 2024UK£33.1bUK£29.4bUK£2.8b11.2x11.8x1.1x
Fri, 29 Dec 2023UK£32.6bUK£29.6bUK£2.9b10.3x11.3x1.1x
Sun, 26 Nov 2023UK£29.4bUK£29.7bUK£2.9b9.1x10.2x1x
Tue, 24 Oct 2023UK£25.2bUK£31.2bUK£2.8b8x9x0.8x
Thu, 21 Sep 2023UK£29.1bUK£31.4bUK£2.7b9.5x10.9x0.9x
Sat, 19 Aug 2023UK£26.9bUK£31.3bUK£2.7b8.3x9.8x0.9x
Mon, 17 Jul 2023UK£26.5bUK£32.2bUK£3.0b8.7x8.7x0.8x
Price to Earnings Ratio

8.7x


Total Market Cap: UK£26.5bTotal 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 14.5x 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 24% per year over the last three years,
  • Revenues have also declined 6.6% 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-1.69%
Consumer Discretionary-2.14%
Consumer Durables-1.47%
Consumer Electronics4.52%
Home Furnishings3.00%
Household Appliances1.51%
Housewares and Specialties0.74%
Homebuilding-1.76%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 48.6x.
    • Analysts are expecting annual earnings growth of 35.9%, 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 87% 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£2.810.5%
+UK£21.0m		-33.9%PE18.2x
TBTG Beauty Tech GroupUK£3.505.4%
+UK£19.1m		n/aPE37.4x
CRN Cairn HomesUK£2.171.4%
+UK£18.5m		14.5%PE11.9x
VCP VictoriaUK£0.6721.6%
+UK£13.7m		-22.1%PS0.07x
TUNE FocusriteUK£2.3310.7%
+UK£13.2m		36.8%PS0.8x

Latest News

VTY
UK£2.41
Vistry Group
7D
-6.4%
1Y
-61.1%
IGR
UK£0.82
IG Design Group
7D
1.9%
1Y
10.8%
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...
TW.
UK£0.78
Taylor Wimpey
7D
-2.4%
1Y
-30.8%
Narrative Update • Jul 09

TW.: Pricing And Cost Headwinds Will Set Up Future Re Rating Potential

The analyst price target for Taylor Wimpey has been trimmed, with the fair value estimate moving from £1.02 to £0.91 as analysts respond to a series of reduced targets and rating downgrades that reflect concerns around pricing pressure, build costs and earnings estimates. Analyst Commentary Recent research updates on Taylor Wimpey show a mixed picture, with some analysts still seeing upside potential while others are increasingly cautious on execution risks, pricing trends and cost pressures.
CRN
UK£2.17
Cairn Homes
7D
1.4%
1Y
14.5%
BWY
UK£18.82
Bellway
7D
-3.8%
1Y
-28.5%
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.
PSN
UK£10.37
Persimmon
7D
-1.6%
1Y
-16.1%
Narrative Update • Jul 08

PSN: Biggleswade Site And 2026 Completions Should Support Premium Earnings Multiple

Persimmon's analyst price target has been trimmed, with recent moves from banks such as Berenberg, Citi, JPMorgan and Morgan Stanley collectively pointing to a reset in fair value to about £16.94 from £18.00. This reflects analysts moderating revenue growth and valuation multiples while allowing for slightly stronger profit margins.
BKG
UK£33.28
Berkeley Group Holdings
7D
-2.2%
1Y
-10.1%
Narrative Update • Jul 07

BKG: Cautious Outlook Will Tighten Margins As Sector Headwinds Persist

The updated narrative on Berkeley Group Holdings reflects a lower analyst fair value estimate of £28.00 per share. This change is influenced by recent cuts to price targets to a range of around £3,000 to £4,100 and more cautious assumptions on revenue, margins and future P/E multiples from analysts.
BTRW
UK£2.81
Barratt Redrow
7D
0.5%
1Y
-33.9%
Narrative Update • Jul 07

BTRW: Balance Sheet Strength And Capital Returns Will Drive Future Upside

The analyst price target for Barratt Redrow has been revised lower from about £6.00 to about £4.38 per share. This reflects updated views from analysts who have trimmed revenue growth and profit margin expectations, while still highlighting selected opportunities in the UK construction sector and pointing to adjusted P/E assumptions.
TBTG
UK£3.50
Beauty Tech Group
7D
5.4%
1Y
n/a
VCP
UK£0.67
Victoria
7D
21.6%
1Y
-22.1%
SDG
UK£0.78
Sanderson Design Group
7D
3.3%
1Y
47.6%
TUNE
UK£2.33
Focusrite
7D
10.7%
1Y
36.8%
CRST
UK£0.66
Crest Nicholson Holdings
7D
-6.4%
1Y
-65.1%
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.
GLE
UK£2.33
MJ Gleeson
7D
-6.4%
1Y
-37.0%
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.
BOOT
UK£1.56
Henry Boot
7D
-5.8%
1Y
-33.5%
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.
CFX
UK£14.60
Colefax Group
7D
3.2%
1Y
89.6%