Narrative Update • Jul 23

Over the last 7 days, the Consumer Services industry has dropped 2.2%, driven by pullbacks from every company within the industry. Over the past 12 months, the industry was up 7.6%. As for the next few years, earnings are expected to grow by 16% per annum.
Has the U.K. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 17 Aug 2026 | UK£8.4b | UK£4.2b | UK£269.5m | 18.7x | 31x | 2x |
| Wed, 15 Jul 2026 | UK£8.5b | UK£4.2b | UK£284.3m | 18.1x | 29.8x | 2x |
| Fri, 12 Jun 2026 | UK£7.9b | UK£4.2b | UK£285.6m | 17.4x | 27.8x | 1.9x |
| Sun, 10 May 2026 | UK£7.7b | UK£4.1b | UK£292.8m | 16.2x | 26.3x | 1.9x |
| Tue, 07 Apr 2026 | UK£7.3b | UK£4.1b | UK£292.7m | 12.8x | 24.8x | 1.8x |
| Thu, 05 Mar 2026 | UK£7.2b | UK£4.1b | UK£293.0m | 17.3x | 24.7x | 1.8x |
| Sat, 31 Jan 2026 | UK£7.2b | UK£4.1b | UK£401.8m | 13.8x | 17.9x | 1.8x |
| Mon, 29 Dec 2025 | UK£7.8b | UK£4.1b | UK£400.1m | 15.2x | 19.5x | 1.9x |
| Wed, 26 Nov 2025 | UK£7.4b | UK£4.1b | UK£526.0m | 15.2x | 14.1x | 1.8x |
| Fri, 24 Oct 2025 | UK£8.4b | UK£4.1b | UK£525.0m | 16.2x | 16.1x | 2.1x |
| Sun, 21 Sep 2025 | UK£8.0b | UK£4.2b | UK£536.6m | 13.8x | 15x | 1.9x |
| Tue, 19 Aug 2025 | UK£8.3b | UK£4.2b | UK£533.9m | 14.8x | 15.6x | 2x |
| Thu, 17 Jul 2025 | UK£8.5b | UK£4.2b | UK£524.1m | 15.4x | 16.1x | 2x |
| Sat, 14 Jun 2025 | UK£8.6b | UK£4.2b | UK£524.4m | 16.1x | 16.4x | 2x |
| Mon, 12 May 2025 | UK£9.4b | UK£4.2b | UK£522.1m | 16x | 18.1x | 2.2x |
| Wed, 09 Apr 2025 | UK£9.4b | UK£4.2b | UK£521.4m | 16.9x | 18x | 2.2x |
| Fri, 07 Mar 2025 | UK£10.3b | UK£4.2b | UK£517.7m | 28.4x | 19.8x | 2.4x |
| Sun, 02 Feb 2025 | UK£10.8b | UK£4.2b | UK£432.3m | 32.1x | 24.9x | 2.5x |
| Tue, 31 Dec 2024 | UK£10.2b | UK£4.2b | UK£432.1m | 29.5x | 23.7x | 2.4x |
| Thu, 28 Nov 2024 | UK£10.0b | UK£4.2b | UK£423.7m | 38.3x | 23.5x | 2.3x |
| Sat, 26 Oct 2024 | UK£8.5b | UK£4.2b | UK£423.4m | 31.3x | 20.2x | 2x |
| Mon, 23 Sep 2024 | UK£8.3b | UK£4.2b | UK£423.2m | 33.3x | 19.5x | 2x |
| Wed, 21 Aug 2024 | UK£8.4b | UK£4.2b | UK£431.3m | 19.8x | 19.4x | 2x |
| Fri, 19 Jul 2024 | UK£8.3b | UK£4.4b | UK£460.4m | 18x | 18.1x | 1.9x |
| Sun, 16 Jun 2024 | UK£7.9b | UK£4.4b | UK£456.8m | 16.8x | 17.3x | 1.8x |
| Tue, 14 May 2024 | UK£8.1b | UK£4.4b | UK£464.4m | 17.5x | 17.3x | 1.8x |
| Thu, 11 Apr 2024 | UK£8.5b | UK£4.4b | UK£468.4m | 18.1x | 18x | 1.9x |
| Sat, 09 Mar 2024 | UK£8.4b | UK£4.4b | UK£465.8m | 18x | 17.9x | 1.9x |
| Mon, 05 Feb 2024 | UK£8.0b | UK£4.6b | UK£370.7m | 22.7x | 21.5x | 1.7x |
| Wed, 03 Jan 2024 | UK£8.4b | UK£4.7b | UK£372.5m | 29.5x | 22.4x | 1.8x |
| Fri, 01 Dec 2023 | UK£8.2b | UK£4.7b | UK£359.3m | 36.7x | 22.7x | 1.7x |
| Sun, 29 Oct 2023 | UK£8.2b | UK£4.7b | UK£359.3m | 36.6x | 22.8x | 1.7x |
| Tue, 26 Sep 2023 | UK£8.1b | UK£4.7b | UK£359.9m | 31.6x | 22.5x | 1.7x |
| Thu, 24 Aug 2023 | UK£7.3b | UK£4.4b | UK£314.4m | 38x | 23.2x | 1.6x |
23.2x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -1.35% | |
| Consumer Discretionary | -0.73% | |
| Consumer Services | -2.17% | |
| Specialized Consumer Services | -2.09% | |
| Education Services | -2.18% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MEGP ME Group International | UK£1.19 | 1.2% +UK£5.3m | -43.2% | PE8.1x |