Narrative Update • Jun 25

The Consumer Services industry is up 7.1% in the last week, with Pearson up 7.9%. This takes the industry's 12 month performance to a gain of 6.3%. Earnings are forecast to grow by 13% annually.
Has the U.K. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 03 Jul 2026 | UK£8.5b | UK£4.2b | UK£285.0m | 18.1x | 30x | 2.1x |
| Sun, 31 May 2026 | UK£7.9b | UK£4.2b | UK£286.0m | 17.8x | 27.8x | 1.9x |
| Tue, 28 Apr 2026 | UK£7.7b | UK£4.1b | UK£295.4m | 11.3x | 26x | 1.9x |
| Thu, 26 Mar 2026 | UK£7.0b | UK£4.1b | UK£293.2m | 15.7x | 23.8x | 1.7x |
| Sat, 21 Feb 2026 | UK£7.0b | UK£4.1b | UK£400.1m | 13.3x | 17.5x | 1.7x |
| Mon, 19 Jan 2026 | UK£7.1b | UK£4.1b | UK£399.1m | 13.5x | 17.9x | 1.8x |
| Wed, 17 Dec 2025 | UK£7.7b | UK£4.1b | UK£399.5m | 15x | 19.4x | 1.9x |
| Fri, 14 Nov 2025 | UK£7.6b | UK£4.1b | UK£525.9m | 15.8x | 14.5x | 1.9x |
| Sun, 12 Oct 2025 | UK£8.0b | UK£4.1b | UK£525.0m | 15.3x | 15.2x | 2x |
| Tue, 09 Sep 2025 | UK£8.1b | UK£4.2b | UK£536.4m | 14x | 15.1x | 1.9x |
| Thu, 07 Aug 2025 | UK£8.5b | UK£4.2b | UK£534.2m | 15.2x | 15.9x | 2x |
| Sat, 05 Jul 2025 | UK£8.7b | UK£4.2b | UK£523.8m | 15.9x | 16.5x | 2x |
| Mon, 02 Jun 2025 | UK£9.3b | UK£4.2b | UK£522.3m | 15.4x | 17.8x | 2.2x |
| Wed, 30 Apr 2025 | UK£9.3b | UK£4.2b | UK£521.6m | 16.4x | 17.9x | 2.2x |
| Fri, 28 Mar 2025 | UK£9.9b | UK£4.2b | UK£521.2m | 17x | 18.9x | 2.3x |
| Sun, 23 Feb 2025 | UK£10.9b | UK£4.2b | UK£431.9m | 31.5x | 25.1x | 2.6x |
| Tue, 21 Jan 2025 | UK£10.2b | UK£4.2b | UK£432.4m | 30.1x | 23.6x | 2.4x |
| Thu, 19 Dec 2024 | UK£10.2b | UK£4.2b | UK£431.8m | 30.2x | 23.7x | 2.4x |
| Sat, 16 Nov 2024 | UK£9.6b | UK£4.2b | UK£423.8m | 36.4x | 22.6x | 2.3x |
| Mon, 14 Oct 2024 | UK£8.3b | UK£4.2b | UK£423.4m | 33x | 19.7x | 2x |
| Wed, 11 Sep 2024 | UK£8.4b | UK£4.2b | UK£422.2m | 20x | 19.9x | 2x |
| Fri, 09 Aug 2024 | UK£8.4b | UK£4.2b | UK£431.5m | 19.8x | 19.5x | 2x |
| Sun, 07 Jul 2024 | UK£8.2b | UK£4.4b | UK£458.2m | 17.7x | 17.9x | 1.9x |
| Tue, 04 Jun 2024 | UK£7.8b | UK£4.4b | UK£456.8m | 16.5x | 17.1x | 1.8x |
| Thu, 02 May 2024 | UK£7.9b | UK£4.4b | UK£467.9m | 17.2x | 17x | 1.8x |
| Sat, 30 Mar 2024 | UK£8.7b | UK£4.4b | UK£468.4m | 17.6x | 18.5x | 2x |
| Mon, 26 Feb 2024 | UK£8.1b | UK£4.6b | UK£379.8m | 22.4x | 21.2x | 1.7x |
| Wed, 24 Jan 2024 | UK£8.2b | UK£4.7b | UK£372.5m | 27.8x | 21.9x | 1.7x |
| Fri, 22 Dec 2023 | UK£8.3b | UK£4.7b | UK£372.5m | 29.7x | 22.3x | 1.8x |
| Sun, 19 Nov 2023 | UK£8.4b | UK£4.7b | UK£359.3m | 36.8x | 23.5x | 1.8x |
| Tue, 17 Oct 2023 | UK£8.3b | UK£4.7b | UK£359.3m | 39.4x | 23.1x | 1.8x |
| Thu, 14 Sep 2023 | UK£8.4b | UK£4.7b | UK£360.3m | 37.7x | 23.2x | 1.8x |
| Sat, 12 Aug 2023 | UK£7.3b | UK£4.4b | UK£315.3m | 39.6x | 23.2x | 1.7x |
| Mon, 10 Jul 2023 | UK£7.2b | UK£4.3b | UK£270.1m | 47x | 26.8x | 1.7x |
26.8x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | 1.16% | |
| Consumer Discretionary | 0.049% | |
| Consumer Services | 6.86% | |
| Education Services | 7.49% | |
| Specialized Consumer Services | 1.72% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PSON Pearson | UK£12.44 | 7.7% +UK£535.8m | 15.6% | PE22.4x | |
| ATG Auction Technology Group | UK£4.11 | 3.3% +UK£15.7m | -14.1% | PS2.9x |