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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedJul 22, 2026
DataAggregated Company Financials
Companies23
  • 7D1.1%
  • 3M-1.9%
  • 1Y-21.9%
  • YTD-25.3%

The Consumer Durables industry has stayed flat over the last week. Unfortunately though, the industry is down 22% over the past 12 months. 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, 22 Jul 2026UK£19.7bUK£26.2bUK£1.3b11.3x15.1x0.8x
Fri, 19 Jun 2026UK£19.4bUK£26.6bUK£1.3b10.8x14.8x0.7x
Sun, 17 May 2026UK£18.7bUK£26.6bUK£1.3b10.8x14.3x0.7x
Tue, 14 Apr 2026UK£19.8bUK£26.4bUK£1.3b11.2x15.3x0.7x
Thu, 12 Mar 2026UK£22.4bUK£26.5bUK£1.2b12.5x18.5x0.8x
Sat, 07 Feb 2026UK£26.0bUK£25.4bUK£1.0b17.7x25.8x1x
Mon, 05 Jan 2026UK£25.5bUK£25.4bUK£930.4m16.3x27.5x1x
Wed, 03 Dec 2025UK£25.1bUK£25.5bUK£948.0m15.7x26.4x1x
Fri, 31 Oct 2025UK£25.2bUK£25.5bUK£942.5m14.3x26.8x1x
Sun, 28 Sep 2025UK£23.6bUK£25.2bUK£932.7m14x25.3x0.9x
Tue, 26 Aug 2025UK£24.1bUK£24.3bUK£912.7m13.7x26.4x1x
Thu, 24 Jul 2025UK£24.8bUK£24.1bUK£1.2b13.3x21.2x1x
Sat, 21 Jun 2025UK£27.1bUK£24.1bUK£1.2b12.8x23.3x1.1x
Mon, 19 May 2025UK£27.6bUK£24.1bUK£1.1b12.7x24.3x1.1x
Wed, 16 Apr 2025UK£25.0bUK£24.1bUK£1.3b12.1x19.6x1x
Fri, 14 Mar 2025UK£24.5bUK£23.9bUK£1.4b11.7x17.3x1x
Sun, 09 Feb 2025UK£25.9bUK£23.1bUK£1.4b13.6x18.1x1.1x
Tue, 07 Jan 2025UK£25.9bUK£23.1bUK£1.5b13.8x17.2x1.1x
Thu, 05 Dec 2024UK£27.5bUK£23.0bUK£1.5b13x18.1x1.2x
Sat, 02 Nov 2024UK£30.5bUK£23.1bUK£1.5b12.3x19.7x1.3x
Mon, 30 Sep 2024UK£34.6bUK£23.6bUK£1.6b15.3x21.2x1.5x
Wed, 28 Aug 2024UK£32.8bUK£23.6bUK£1.7b14.7x19.2x1.4x
Fri, 26 Jul 2024UK£34.3bUK£25.5bUK£2.0b14x16.9x1.3x
Sun, 23 Jun 2024UK£31.6bUK£25.6bUK£2.0b13.8x16.1x1.2x
Tue, 21 May 2024UK£34.1bUK£25.7bUK£2.1b15.1x16.5x1.3x
Thu, 18 Apr 2024UK£29.6bUK£25.8bUK£2.1b13.3x14.1x1.1x
Sat, 16 Mar 2024UK£31.2bUK£26.3bUK£2.3b12.2x13.8x1.2x
Mon, 12 Feb 2024UK£31.6bUK£26.9bUK£2.5b11.6x12.5x1.2x
Wed, 10 Jan 2024UK£32.8bUK£29.6bUK£2.9b10x11.4x1.1x
Fri, 08 Dec 2023UK£31.0bUK£29.6bUK£2.9b9.1x10.7x1x
Sun, 05 Nov 2023UK£27.4bUK£31.2bUK£2.8b8.5x9.8x0.9x
Tue, 03 Oct 2023UK£28.1bUK£31.3bUK£2.7b9.1x10.6x0.9x
Thu, 31 Aug 2023UK£27.7bUK£31.3bUK£2.7b8.5x10.1x0.9x
Sat, 29 Jul 2023UK£29.1bUK£32.2bUK£3.0b8.9x9.5x0.9x
Price to Earnings Ratio

9.5x


Total Market Cap: UK£29.1bTotal 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 18.1x202420252026
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 15.1x which is lower than its 3-year average PE of 18.1x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.75x.
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 6.7% 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 Market0.56%
Consumer Discretionary0.50%
Consumer Durables1.09%
Housewares and Specialties4.28%
Household Appliances1.75%
Homebuilding1.05%
Consumer Electronics0.90%
Home Furnishings-1.12%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 49.0x.
    • Analysts are expecting annual earnings growth of 36.3%, 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 86% 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£2.862.8%
+UK£107.8m		-24.9%PE18.5x
VTY Vistry GroupUK£2.704.9%
+UK£40.0m		-56.0%PE6.2x
BWY BellwayUK£19.031.2%
+UK£24.8m		-26.0%PE13.7x
CRN Cairn HomesUK£2.101.7%
+UK£21.6m		10.9%PE11.5x
PSN PersimmonUK£10.570.4%
+UK£12.8m		-10.8%PE11.9x

Latest News

VTY
UK£2.70
Vistry Group
7D
4.9%
1Y
-56.0%
Narrative Update • Jul 20

VTY: Future Returns Will Be Pressured By Incentive Driven Margin Risks

Analysts have trimmed their fair value estimate for Vistry Group to £1.60 from £1.80, reflecting a series of reduced price targets across the Street as they reassess revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research on Vistry Group points to a more cautious tone, with several bearish analysts cutting price targets and, in some cases, downgrading the stock as they reassess revenue, margin and P/E risks.
CRST
UK£0.62
Crest Nicholson Holdings
7D
-7.0%
1Y
-67.0%
BTRW
UK£2.86
Barratt Redrow
7D
2.8%
1Y
-24.9%
TW.
UK£0.80
Taylor Wimpey
7D
0.3%
1Y
-28.4%
BOOT
UK£1.66
Henry Boot
7D
-1.2%
1Y
-26.9%
CRN
UK£2.10
Cairn Homes
7D
1.7%
1Y
10.9%
BWY
UK£19.03
Bellway
7D
1.2%
1Y
-26.0%
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£10.57
Persimmon
7D
0.4%
1Y
-10.8%
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£33.34
Berkeley Group Holdings
7D
-0.4%
1Y
-9.2%
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.
VCP
UK£0.66
Victoria
7D
-3.4%
1Y
-3.6%
TUNE
UK£2.50
Focusrite
7D
6.4%
1Y
52.4%
VID
UK£4.05
Videndum
7D
-3.6%
1Y
-98.2%
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.
SRAD
UK£1.63
Stelrad Group
7D
5.2%
1Y
-5.5%
SPR
UK£0.95
Springfield Properties
7D
-4.0%
1Y
-4.0%
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.
CFX
UK£14.25
Colefax Group
7D
-2.1%
1Y
87.5%
AIEA
UK£0.26
AIREA
7D
-3.7%
1Y
6.1%