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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies22
  • 7D-14.7%
  • 3M-8.4%
  • 1Y-10.1%
  • YTD-12.9%

Over the last 7 days, the Consumer Durables industry has dropped 15%, driven by a pullback from Vistry Group of 34%. However, the industry is down 10% over the past year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Mar 2026UK£22.2bUK£26.1bUK£1.2b12.6x18.8x0.9x
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
Sat, 18 Mar 2023UK£27.9bUK£31.7bUK£3.1b10.4x9.1x0.9x
Price to Earnings Ratio

9.1x


Total Market Cap: UK£27.9bTotal 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 17.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the British Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 17.4x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.85x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 27% per year over the last three years,
  • Revenues have also declined 6.3% 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-5.15%
Consumer Discretionary-4.74%
Consumer Durables-14.66%
Household Appliances-0.63%
Home Furnishings-3.03%
Housewares and Specialties-7.87%
Consumer Electronics-12.19%
Homebuilding-15.02%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 28.9x.
    • Analysts are expecting annual earnings growth of 45.7%, 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 46% over the next 5 years.
  • This is better than its past earnings decline of 67% 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
CRN Cairn HomesUK£1.991.4%
+UK£17.4m		18.8%PE10.7x
TUNE FocusriteUK£2.256.1%
+UK£7.5m		26.8%PE24.3x
SRAD Stelrad GroupUK£1.321.5%
+UK£2.5m		-2.2%PE33.3x
TRAF Trafalgar Property GroupUK£0.000222.3%
+UK£8.7k		-43.8%PS0.5x

Latest News

PSN
UK£12.79
Persimmon
7D
-6.9%
1Y
3.6%
TUNE
UK£2.25
Focusrite
7D
6.1%
1Y
26.8%
BWY
UK£23.50
Bellway
7D
-7.8%
1Y
1.4%

BWY: Future P/E Repricing Will Support Constructive Undervaluation Case

Analysts have trimmed their price target for Bellway slightly to £3,390 from £3,410, reflecting updated views on revenue growth, profit margins and future P/E assumptions, while retaining a broadly constructive stance on the shares. Analyst Commentary The small trim in the price target to £3,390 from £3,410 signals that bearish analysts see a little less headroom for upside, even while the broader stance on the shares remains constructive.
CRST
UK£1.26
Crest Nicholson Holdings
7D
-8.4%
1Y
-16.7%

CRST: Future Re Rating Will Hinge On Going Concern Risk Discount

Analysts have nudged their price target on Crest Nicholson Holdings higher to £1.88, a small change that reflects updated assumptions for discount rate and future P/E, while keeping fair value and key margin inputs broadly in line with prior views. What's in the News Crest Nicholson Holdings filed its Annual Report on February 17, 2026, covering the period ending October 31, 2025 (company filing).
VTY
UK£4.15
Vistry Group
7D
-34.3%
1Y
-33.1%

VTY: Future Returns Will Likely Reflect Margin Strain And Leadership Transition

Analysts have trimmed their average price target on Vistry Group by around £0.92 per share. This reflects updated views on balance sheet risks, earnings quality and margin pressure that have also fed through to a lower fair value estimate and reduced profit margin assumptions in our model.
TW.
UK£0.98
Taylor Wimpey
7D
-6.6%
1Y
-13.6%

TW.: Outlet Expansion And Dividend Plans Will Support Future Upside Potential

The updated analyst price target for Taylor Wimpey reflects a modest reduction in fair value alongside slightly stronger profit margin assumptions, while Street research price targets now cluster between about £1.11 and £1.55 as analysts balance more cautious revenue growth expectations with revised discount rates. Analyst Commentary Bullish analysts have been adjusting their price targets upward within the current range, which supports the idea that, even with more cautious revenue assumptions, some see room for upside if Taylor Wimpey can deliver on execution and margins.
CRN
UK£1.99
Cairn Homes
7D
1.4%
1Y
18.8%
BTRW
UK£3.03
Barratt Redrow
7D
-10.7%
1Y
-30.3%

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

The analyst price target for Barratt Redrow has been revised to £4.71 per share, reflecting a modest pullback from recent Street targets such as £4.70 and £4.30 as analysts adjust their assumptions for discount rates and earnings multiples. Analyst Commentary Recent Street research around Barratt Redrow has focused on recalibrating price targets rather than making extreme calls on the shares.
GLE
UK£3.07
MJ Gleeson
7D
-8.1%
1Y
-34.0%
BKG
UK£39.10
Berkeley Group Holdings
7D
-5.1%
1Y
6.5%

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.
SRAD
UK£1.32
Stelrad Group
7D
1.5%
1Y
-2.2%