Narrative Update • Jul 07

All of the companies in the Broadline Retail industry have been up over the last week, with the industry up 1.8%. In the last 12 months, the industry was up 25%. Earnings are forecast to grow by 7.5% annually.
Has the U.K. Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 30 Aug 2026 | UK£20.7b | UK£14.4b | UK£988.8m | 17.3x | 21x | 1.4x |
| Tue, 28 Jul 2026 | UK£19.9b | UK£14.4b | UK£988.8m | 16.4x | 20.1x | 1.4x |
| Thu, 25 Jun 2026 | UK£19.3b | UK£14.4b | UK£988.8m | 15.9x | 19.6x | 1.3x |
| Sat, 23 May 2026 | UK£17.3b | UK£14.3b | UK£1.1b | 11.9x | 16.1x | 1.2x |
| Mon, 20 Apr 2026 | UK£18.0b | UK£14.3b | UK£1.1b | 12.4x | 16.7x | 1.3x |
| Wed, 18 Mar 2026 | UK£17.0b | UK£13.8b | UK£857.8m | 12.9x | 19.9x | 1.2x |
| Fri, 13 Feb 2026 | UK£17.1b | UK£13.8b | UK£857.8m | 12.9x | 20x | 1.2x |
| Sun, 11 Jan 2026 | UK£19.2b | UK£13.8b | UK£857.8m | 14x | 22.3x | 1.4x |
| Tue, 09 Dec 2025 | UK£18.4b | UK£13.8b | UK£857.8m | 13.5x | 21.5x | 1.3x |
| Thu, 06 Nov 2025 | UK£19.0b | UK£13.7b | UK£927.8m | 13.2x | 20.5x | 1.4x |
| Sat, 04 Oct 2025 | UK£17.6b | UK£13.7b | UK£927.8m | 13.2x | 19x | 1.3x |
| Mon, 01 Sep 2025 | UK£16.7b | UK£13.4b | UK£874.6m | 13.2x | 19.1x | 1.2x |
| Wed, 30 Jul 2025 | UK£16.9b | UK£13.4b | UK£874.6m | 13.2x | 19.3x | 1.3x |
| Fri, 27 Jun 2025 | UK£17.6b | UK£13.4b | UK£874.6m | 14x | 20.2x | 1.3x |
| Sun, 25 May 2025 | UK£18.7b | UK£13.4b | UK£881.6m | 15.4x | 21.3x | 1.4x |
| Tue, 22 Apr 2025 | UK£17.7b | UK£13.7b | UK£823.9m | 14.5x | 21.4x | 1.3x |
| Thu, 20 Mar 2025 | UK£14.6b | UK£13.4b | UK£891.2m | 11.3x | 16.4x | 1.1x |
| Sat, 15 Feb 2025 | UK£15.4b | UK£13.4b | UK£891.2m | 12.1x | 17.3x | 1.1x |
| Mon, 13 Jan 2025 | UK£14.7b | UK£13.4b | UK£891.2m | 11.7x | 16.5x | 1.1x |
| Wed, 11 Dec 2024 | UK£16.6b | UK£13.4b | UK£888.1m | 13.2x | 18.6x | 1.2x |
| Fri, 08 Nov 2024 | UK£16.4b | UK£13.3b | UK£929.1m | 12.7x | 17.6x | 1.2x |
| Sun, 06 Oct 2024 | UK£16.7b | UK£13.3b | UK£929.1m | 13x | 18x | 1.3x |
| Tue, 03 Sep 2024 | UK£17.3b | UK£13.0b | UK£916.2m | 13.5x | 18.8x | 1.3x |
| Thu, 01 Aug 2024 | UK£16.4b | UK£13.0b | UK£915.4m | 13.2x | 17.9x | 1.3x |
| Sat, 29 Jun 2024 | UK£16.0b | UK£13.0b | UK£915.4m | 12.7x | 17.5x | 1.2x |
| Mon, 27 May 2024 | UK£17.8b | UK£12.8b | UK£903.4m | 14.8x | 19.7x | 1.4x |
| Wed, 24 Apr 2024 | UK£17.2b | UK£12.8b | UK£903.4m | 14.3x | 19.1x | 1.3x |
| Fri, 22 Mar 2024 | UK£17.0b | UK£12.9b | UK£585.1m | 14.3x | 29.1x | 1.3x |
| Sun, 18 Feb 2024 | UK£16.3b | UK£12.6b | UK£487.8m | 14.5x | 33.3x | 1.3x |
| Tue, 16 Jan 2024 | UK£16.7b | UK£12.6b | UK£487.8m | 15.1x | 34.2x | 1.3x |
| Thu, 14 Dec 2023 | UK£16.5b | UK£12.6b | UK£488.7m | 14.9x | 33.8x | 1.3x |
| Sat, 11 Nov 2023 | UK£15.1b | UK£12.6b | UK£488.7m | 13.7x | 30.9x | 1.2x |
| Mon, 09 Oct 2023 | UK£15.4b | UK£12.3b | UK£481.7m | 14.5x | 31.9x | 1.3x |
| Wed, 06 Sep 2023 | UK£15.2b | UK£12.3b | UK£515.2m | 13.8x | 29.6x | 1.2x |
29.6x
How does U.K. Broadline Retail compare with similar industries?
| GB Market | 0.12% | |
| Consumer Discretionary | 0.65% | |
| General Merchandise and Department Stores | 1.76% | |
| Broadline Retail | 1.76% | |
| Department Stores | 0% | 0 |
| General Merchandise Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NXT NEXT | UK£155.75 | 1.9% +UK£331.0m | 30.3% | PE20x | |
| THG THG | UK£0.35 | 2.8% +UK£15.4m | 21.2% | PS0.3x | |
| BME B&M European Value Retail | UK£2.38 | 0.5% +UK£12.1m | -1.3% | PE14.6x |