Narrative Update • May 10

All of the companies in the Consumer Services industry have been up over the last week, with the industry up 2.0%. In contrast, the industry has lost 11% in the last 12 months. As for the next few years, earnings are expected to grow by 15% 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, 18 May 2026 | UK£7.8b | UK£4.2b | UK£284.8m | 16.5x | 27.4x | 1.9x |
| Wed, 15 Apr 2026 | UK£7.5b | UK£4.1b | UK£295.7m | 13.2x | 25.2x | 1.8x |
| Fri, 13 Mar 2026 | UK£7.2b | UK£4.1b | UK£293.5m | 15.8x | 24.6x | 1.7x |
| Sun, 08 Feb 2026 | UK£6.8b | UK£4.1b | UK£401.0m | 12.9x | 16.9x | 1.7x |
| Tue, 06 Jan 2026 | UK£7.8b | UK£4.1b | UK£400.3m | 15x | 19.4x | 1.9x |
| Thu, 04 Dec 2025 | UK£7.4b | UK£4.1b | UK£398.7m | 14.3x | 18.6x | 1.8x |
| Sat, 01 Nov 2025 | UK£8.1b | UK£4.1b | UK£525.3m | 15.4x | 15.4x | 2x |
| Mon, 29 Sep 2025 | UK£8.0b | UK£4.1b | UK£524.9m | 15.2x | 15.2x | 2x |
| Wed, 27 Aug 2025 | UK£8.4b | UK£4.2b | UK£536.5m | 14.6x | 15.7x | 2x |
| Fri, 25 Jul 2025 | UK£8.5b | UK£4.2b | UK£526.9m | 15.1x | 16.1x | 2x |
| Sun, 22 Jun 2025 | UK£8.7b | UK£4.2b | UK£524.6m | 16.3x | 16.6x | 2.1x |
| Tue, 20 May 2025 | UK£9.6b | UK£4.2b | UK£522.5m | 16x | 18.3x | 2.3x |
| Thu, 17 Apr 2025 | UK£9.5b | UK£4.2b | UK£520.8m | 16.9x | 18.2x | 2.2x |
| Sat, 15 Mar 2025 | UK£10.1b | UK£4.2b | UK£517.6m | 28.6x | 19.4x | 2.4x |
| Mon, 10 Feb 2025 | UK£10.6b | UK£4.2b | UK£432.2m | 30.8x | 24.4x | 2.5x |
| Wed, 08 Jan 2025 | UK£10.4b | UK£4.2b | UK£432.1m | 29.6x | 24x | 2.4x |
| Fri, 06 Dec 2024 | UK£10.1b | UK£4.2b | UK£431.7m | 30.1x | 23.4x | 2.4x |
| Sun, 03 Nov 2024 | UK£9.4b | UK£4.2b | UK£423.5m | 37.6x | 22.1x | 2.2x |
| Tue, 01 Oct 2024 | UK£8.2b | UK£4.2b | UK£423.1m | 33.9x | 19.4x | 1.9x |
| Thu, 29 Aug 2024 | UK£8.4b | UK£4.2b | UK£422.1m | 19.8x | 19.9x | 2x |
| Sat, 27 Jul 2024 | UK£8.6b | UK£4.4b | UK£460.4m | 18.5x | 18.6x | 2x |
| Mon, 24 Jun 2024 | UK£8.1b | UK£4.4b | UK£456.8m | 17.2x | 17.7x | 1.8x |
| Wed, 22 May 2024 | UK£8.0b | UK£4.4b | UK£456.8m | 16.9x | 17.6x | 1.8x |
| Fri, 19 Apr 2024 | UK£8.2b | UK£4.4b | UK£468.4m | 17.8x | 17.5x | 1.9x |
| Sun, 17 Mar 2024 | UK£8.5b | UK£4.4b | UK£465.8m | 18.4x | 18.3x | 2x |
| Tue, 13 Feb 2024 | UK£8.0b | UK£4.6b | UK£371.9m | 22.5x | 21.4x | 1.7x |
| Thu, 11 Jan 2024 | UK£8.4b | UK£4.7b | UK£372.5m | 28.3x | 22.5x | 1.8x |
| Sat, 09 Dec 2023 | UK£8.3b | UK£4.7b | UK£372.5m | 29x | 22.3x | 1.8x |
| Mon, 06 Nov 2023 | UK£8.5b | UK£4.7b | UK£359.3m | 36.9x | 23.6x | 1.8x |
| Wed, 04 Oct 2023 | UK£8.0b | UK£4.7b | UK£359.3m | 31.4x | 22.4x | 1.7x |
| Fri, 01 Sep 2023 | UK£8.0b | UK£4.7b | UK£360.3m | 36.4x | 22.1x | 1.7x |
| Sun, 30 Jul 2023 | UK£7.5b | UK£4.3b | UK£265.3m | 43.8x | 28.5x | 1.7x |
| Tue, 27 Jun 2023 | UK£7.2b | UK£4.3b | UK£270.1m | 49.8x | 26.7x | 1.7x |
| Thu, 25 May 2023 | UK£7.3b | UK£4.3b | UK£270.1m | 52x | 27x | 1.7x |
27x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -1.07% | |
| Consumer Discretionary | 0.032% | |
| Consumer Services | 1.97% | |
| Specialized Consumer Services | 6.42% | |
| Education Services | 1.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PSON Pearson | UK£11.00 | 1.3% +UK£84.4m | -8.5% | PE19.8x | |
| ATG Auction Technology Group | UK£4.02 | 11.6% +UK£50.4m | -16.6% | PS2.9x | |
| MEGP ME Group International | UK£1.43 | 2.1% +UK£11.3m | -30.4% | PE9.5x | |
| TRB Tribal Group | UK£0.55 | 3.8% +UK£4.3m | 34.1% | PE13.2x |