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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedSep 22, 2025
DataAggregated Company Financials
Companies21
  • 7D1.8%
  • 3M-13.3%
  • 1Y-31.9%
  • YTD-9.7%

Over the last 7 days, the Consumer Durables industry has risen 1.8%, driven by gains from Barratt Redrow of 2.6%. In the same time, Cairn Homes was down 5.5%. However, the industry is down 32% over the past year. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Sep 2025UK£23.4bUK£25.2bUK£930.5m13.9x25.1x0.9x
Wed, 20 Aug 2025UK£24.0bUK£24.3bUK£912.1m13.8x26.4x1x
Fri, 18 Jul 2025UK£24.5bUK£24.1bUK£1.2b12.9x21x1x
Sun, 15 Jun 2025UK£28.4bUK£24.1bUK£1.2b12.7x24.4x1.2x
Tue, 13 May 2025UK£27.3bUK£24.1bUK£1.1b12.9x24.1x1.1x
Thu, 10 Apr 2025UK£23.0bUK£24.2bUK£1.3b11.5x18x1x
Sat, 08 Mar 2025UK£25.0bUK£23.6bUK£1.4b11.8x17.8x1.1x
Mon, 03 Feb 2025UK£26.8bUK£23.1bUK£1.5b13.5x17.8x1.2x
Wed, 01 Jan 2025UK£26.5bUK£23.1bUK£1.5b13.9x17.6x1.1x
Fri, 29 Nov 2024UK£27.2bUK£23.0bUK£1.5b12.8x17.9x1.2x
Sun, 27 Oct 2024UK£32.1bUK£23.1bUK£1.5b12.2x20.8x1.4x
Tue, 24 Sep 2024UK£34.9bUK£23.6bUK£1.6b13.7x21.2x1.5x
Thu, 22 Aug 2024UK£33.9bUK£23.6bUK£1.7b14.5x19.8x1.4x
Sat, 20 Jul 2024UK£34.1bUK£25.5bUK£2.0b14.3x16.9x1.3x
Mon, 17 Jun 2024UK£32.7bUK£25.6bUK£2.0b13.7x16.1x1.3x
Wed, 15 May 2024UK£32.9bUK£25.7bUK£2.1b14.5x15.9x1.3x
Fri, 12 Apr 2024UK£29.9bUK£25.8bUK£2.1b13.3x14.2x1.2x
Sun, 10 Mar 2024UK£31.1bUK£26.4bUK£2.3b12.3x13.5x1.2x
Tue, 06 Feb 2024UK£31.4bUK£28.1bUK£2.9b11x10.7x1.1x
Thu, 04 Jan 2024UK£32.1bUK£29.6bUK£2.9b10x11.1x1.1x
Sat, 02 Dec 2023UK£29.9bUK£29.6bUK£2.9b8.9x10.4x1x
Mon, 30 Oct 2023UK£25.6bUK£31.2bUK£2.8b7.9x9.2x0.8x
Wed, 27 Sep 2023UK£28.9bUK£31.4bUK£2.7b9x10.8x0.9x
Fri, 25 Aug 2023UK£26.5bUK£31.3bUK£2.7b8.1x9.7x0.8x
Sun, 23 Jul 2023UK£29.1bUK£32.2bUK£3.0b9x9.5x0.9x
Tue, 20 Jun 2023UK£27.5bUK£32.1bUK£3.1b9.8x9x0.9x
Thu, 18 May 2023UK£30.8bUK£32.2bUK£3.0b10.1x10.2x1x
Sat, 15 Apr 2023UK£30.3bUK£32.2bUK£3.0b11.6x10x0.9x
Mon, 13 Mar 2023UK£28.7bUK£31.7bUK£3.1b11.1x9.4x0.9x
Wed, 08 Feb 2023UK£30.5bUK£30.5bUK£3.1b10.8x9.7x1x
Fri, 06 Jan 2023UK£28.3bUK£30.4bUK£3.1b9.9x9.1x0.9x
Sun, 04 Dec 2022UK£26.8bUK£30.2bUK£3.1b9.2x8.6x0.9x
Tue, 01 Nov 2022UK£24.8bUK£31.0bUK£3.1b7.7x8x0.8x
Thu, 29 Sep 2022UK£24.1bUK£30.8bUK£3.3b7.3x7.4x0.8x
Price to Earnings Ratio

7.4x


Total Market Cap: UK£24.1bTotal Earnings: UK£3.3bTotal Revenue: UK£30.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Durables Industry Price to Earnings3Y Average 14.9x202320242025
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 25.1x which is higher than its 3-year average PE of 14.9x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 34% per year over the last three years,
  • Revenues have also declined 6.5% 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-0.65%
Consumer Discretionary-0.52%
Consumer Durables1.84%
Consumer Electronics19.29%
Homebuilding1.77%
Home Furnishings1.02%
Household Appliances-1.53%
Housewares and Specialties-1.57%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 18.4x.
    • Analysts are expecting annual earnings growth of 37.5%, which is higher than its past year's earnings decline of 67.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 61% over the next 5 years.
  • This is better than its past earnings decline of 83% 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
BTRW Barratt RedrowUK£3.711.2%
+UK£59.0m		-25.9%PE28.2x
PSN PersimmonUK£11.010.8%
+UK£28.8m		-34.1%PE13.8x
TUNE FocusriteUK£2.1027.7%
+UK£26.7m		-25.7%PE62.3x
GLE MJ GleesonUK£3.7911.1%
+UK£22.2m		-36.8%PE14x
VTY Vistry GroupUK£6.151.2%
+UK£21.9m		-54.5%PE54.6x

Latest News

TW.
UK£0.97
Taylor Wimpey
7D
-0.06%
1Y
-41.8%

Taylor Wimpey's (LON:TW.) Dividend Will Be £0.0467

Sep 22
Taylor Wimpey's (LON:TW.) Dividend Will Be £0.0467
GLE
UK£3.79
MJ Gleeson
7D
11.1%
1Y
-36.8%

MJ Gleeson (LON:GLE) Has Announced A Dividend Of £0.07

Sep 21
MJ Gleeson (LON:GLE) Has Announced A Dividend Of £0.07
BTRW
UK£3.71
Barratt Redrow
7D
1.2%
1Y
-25.9%

Barratt Redrow plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Sep 21
Barratt Redrow plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
TUNE
UK£2.10
Focusrite
7D
27.7%
1Y
-25.7%

Focusrite plc (LON:TUNE) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected

Sep 19
Focusrite plc (LON:TUNE) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected
SRAD
UK£1.61
Stelrad Group
7D
-1.5%
1Y
6.6%

Stelrad Group (LON:SRAD) Is Due To Pay A Dividend Of £0.0304

Sep 18
Stelrad Group (LON:SRAD) Is Due To Pay A Dividend Of £0.0304
SPR
UK£1.07
Springfield Properties
7D
17.0%
1Y
-3.8%
CFX
UK£8.35
Colefax Group
7D
-0.6%
1Y
0.6%

It's Unlikely That Colefax Group PLC's (LON:CFX) CEO Will See A Huge Pay Rise This Year

Sep 15
It's Unlikely That Colefax Group PLC's (LON:CFX) CEO Will See A Huge Pay Rise This Year
VTY
UK£6.15
Vistry Group
7D
1.2%
1Y
-54.5%

Vistry Group PLC Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

Sep 14
Vistry Group PLC Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected
CRN
UK£1.65
Cairn Homes
7D
-7.3%
1Y
5.1%
CHH
UK£4.15
Churchill China
7D
-4.6%
1Y
-56.3%

Churchill China (LON:CHH) Has Announced That Its Dividend Will Be Reduced To £0.07

Sep 06
Churchill China (LON:CHH) Has Announced That Its Dividend Will Be Reduced To £0.07
BWY
UK£23.26
Bellway
7D
0.6%
1Y
-26.1%

New Facilities And Efficient Operations Will Secure Future Success

Analysts maintain a cautious stance on Bellway amid uncertainty over 2026 volume growth and UK housing market pressures, balanced by recent resilient trading and earnings potential, resulting in an unchanged consensus price target of £31.13. Analyst Commentary Mixed views on Bellway's ability to deliver fiscal 2026 volume growth, with some analysts anticipating increased operational challenges.
VID
UK£0.54
Videndum
7D
-1.5%
1Y
-81.0%
PSN
UK£11.01
Persimmon
7D
0.8%
1Y
-34.1%

UK Housing Demand Will Fuel Future Market Expansion

Analysts remain split on Persimmon, with bullish sentiment driven by new site openings and an improved operating outlook balancing persistent near-term concerns over affordability and margins, resulting in an unchanged consensus price target of £14.92. Analyst Commentary Bullish analysts raise targets and recommendations due to Persimmon's continued success in opening new sites and increasing the number of active sites, which supports growth expectations.
BOOT
UK£2.20
Henry Boot
7D
3.3%
1Y
-2.7%
VCP
UK£0.68
Victoria
7D
-1.3%
1Y
-49.0%
IGR
UK£0.55
IG Design Group
7D
-1.8%
1Y
-67.8%