Narrative Update • Jun 09

Over the last 7 days, the Consumer Services industry has remained flat, although notably ME Group International gained 4.6%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 14% 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, 15 Jun 2026 | UK£8.0b | UK£4.2b | UK£285.6m | 17.4x | 28x | 1.9x |
| Wed, 13 May 2026 | UK£7.7b | UK£4.1b | UK£292.1m | 16.1x | 26.4x | 1.9x |
| Fri, 10 Apr 2026 | UK£7.3b | UK£4.1b | UK£294.6m | 12.5x | 24.7x | 1.8x |
| Sun, 08 Mar 2026 | UK£7.2b | UK£4.1b | UK£293.2m | 16.8x | 24.7x | 1.7x |
| Tue, 03 Feb 2026 | UK£7.2b | UK£4.1b | UK£401.3m | 13.9x | 18.1x | 1.8x |
| Thu, 01 Jan 2026 | UK£7.8b | UK£4.1b | UK£399.7m | 15.1x | 19.4x | 1.9x |
| Sat, 29 Nov 2025 | UK£7.5b | UK£4.1b | UK£397.9m | 14.4x | 18.8x | 1.8x |
| Mon, 27 Oct 2025 | UK£8.5b | UK£4.1b | UK£525.0m | 16.4x | 16.2x | 2.1x |
| Wed, 24 Sep 2025 | UK£8.0b | UK£4.2b | UK£536.5m | 13.7x | 14.9x | 1.9x |
| Fri, 22 Aug 2025 | UK£8.5b | UK£4.2b | UK£536.6m | 14.6x | 15.9x | 2x |
| Sun, 20 Jul 2025 | UK£8.5b | UK£4.2b | UK£524.1m | 15.4x | 16.1x | 2x |
| Tue, 17 Jun 2025 | UK£8.6b | UK£4.2b | UK£524.4m | 16.1x | 16.5x | 2x |
| Thu, 15 May 2025 | UK£9.6b | UK£4.2b | UK£522.2m | 16.1x | 18.3x | 2.3x |
| Sat, 12 Apr 2025 | UK£9.3b | UK£4.2b | UK£521.0m | 16.8x | 17.9x | 2.2x |
| Mon, 10 Mar 2025 | UK£10.2b | UK£4.2b | UK£517.7m | 28.4x | 19.8x | 2.4x |
| Wed, 05 Feb 2025 | UK£10.7b | UK£4.2b | UK£432.1m | 31.6x | 24.8x | 2.5x |
| Fri, 03 Jan 2025 | UK£10.4b | UK£4.2b | UK£432.3m | 29.6x | 24x | 2.4x |
| Sun, 01 Dec 2024 | UK£9.9b | UK£4.2b | UK£431.7m | 28.3x | 23x | 2.3x |
| Tue, 29 Oct 2024 | UK£8.8b | UK£4.2b | UK£423.4m | 33x | 20.7x | 2.1x |
| Thu, 26 Sep 2024 | UK£8.3b | UK£4.2b | UK£423.2m | 33.7x | 19.5x | 2x |
| Sat, 24 Aug 2024 | UK£8.4b | UK£4.2b | UK£422.1m | 19.9x | 19.9x | 2x |
| Mon, 22 Jul 2024 | UK£8.3b | UK£4.4b | UK£460.4m | 17.9x | 18x | 1.9x |
| Wed, 19 Jun 2024 | UK£8.0b | UK£4.4b | UK£456.8m | 17x | 17.5x | 1.8x |
| Fri, 17 May 2024 | UK£8.0b | UK£4.4b | UK£464.4m | 17x | 17.2x | 1.8x |
| Sun, 14 Apr 2024 | UK£8.4b | UK£4.4b | UK£468.4m | 18x | 18x | 1.9x |
| Tue, 12 Mar 2024 | UK£8.4b | UK£4.4b | UK£465.8m | 18.1x | 18x | 1.9x |
| Thu, 08 Feb 2024 | UK£7.8b | UK£4.6b | UK£371.9m | 22x | 20.9x | 1.7x |
| Sat, 06 Jan 2024 | UK£8.4b | UK£4.7b | UK£372.5m | 29.2x | 22.6x | 1.8x |
| Mon, 04 Dec 2023 | UK£8.1b | UK£4.7b | UK£372.5m | 28.6x | 21.7x | 1.7x |
| Wed, 01 Nov 2023 | UK£8.4b | UK£4.7b | UK£359.3m | 37.3x | 23.4x | 1.8x |
| Fri, 29 Sep 2023 | UK£8.1b | UK£4.7b | UK£359.3m | 32.3x | 22.6x | 1.7x |
| Sun, 27 Aug 2023 | UK£7.9b | UK£4.7b | UK£360.3m | 36.1x | 21.9x | 1.7x |
| Tue, 25 Jul 2023 | UK£7.5b | UK£4.3b | UK£270.1m | 42.8x | 27.8x | 1.7x |
| Thu, 22 Jun 2023 | UK£7.3b | UK£4.3b | UK£270.1m | 49.1x | 26.9x | 1.7x |
26.9x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | 0.98% | |
| Consumer Discretionary | 2.88% | |
| Consumer Services | -1.05% | |
| Specialized Consumer Services | 0.34% | |
| Education Services | -1.23% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MEGP ME Group International | UK£1.10 | 3.8% +UK£15.1m | -48.8% | PE7.3x |