Narrative Update • Jul 07

Over the last 7 days, the Broadline Retail industry has dropped 3.5%, driven by a pullback from NEXT of 3.8%. In the past year, the industry has gained 23%. As for the next few years, earnings are expected to grow by 7.6% per annum.
Has the U.K. Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 19 Aug 2026 | UK£20.0b | UK£14.4b | UK£988.8m | 16.7x | 20.2x | 1.4x |
| Fri, 17 Jul 2026 | UK£19.7b | UK£14.4b | UK£988.8m | 15.8x | 19.9x | 1.4x |
| Sun, 14 Jun 2026 | UK£19.0b | UK£14.4b | UK£988.8m | 15.4x | 19.2x | 1.3x |
| Tue, 12 May 2026 | UK£17.0b | UK£14.3b | UK£1.1b | 11.7x | 15.9x | 1.2x |
| Thu, 09 Apr 2026 | UK£17.6b | UK£14.3b | UK£1.1b | 12.3x | 16.4x | 1.2x |
| Sat, 07 Mar 2026 | UK£17.4b | UK£13.8b | UK£857.8m | 13.1x | 20.3x | 1.3x |
| Mon, 02 Feb 2026 | UK£17.8b | UK£13.8b | UK£857.8m | 13.3x | 20.7x | 1.3x |
| Wed, 31 Dec 2025 | UK£18.3b | UK£13.8b | UK£857.8m | 13.4x | 21.3x | 1.3x |
| Fri, 28 Nov 2025 | UK£18.7b | UK£13.8b | UK£857.8m | 13.8x | 21.8x | 1.4x |
| Sun, 26 Oct 2025 | UK£18.1b | UK£13.7b | UK£927.8m | 12.7x | 19.5x | 1.3x |
| Tue, 23 Sep 2025 | UK£16.8b | UK£13.7b | UK£927.8m | 12.6x | 18.1x | 1.2x |
| Thu, 21 Aug 2025 | UK£17.0b | UK£13.4b | UK£874.6m | 13.4x | 19.5x | 1.3x |
| Sat, 19 Jul 2025 | UK£17.2b | UK£13.4b | UK£874.6m | 13.5x | 19.6x | 1.3x |
| Mon, 16 Jun 2025 | UK£17.9b | UK£13.4b | UK£874.6m | 14.2x | 20.4x | 1.3x |
| Wed, 14 May 2025 | UK£18.0b | UK£13.4b | UK£881.6m | 14.8x | 20.4x | 1.3x |
| Fri, 11 Apr 2025 | UK£16.5b | UK£13.7b | UK£823.9m | 13.4x | 20.1x | 1.2x |
| Sun, 09 Mar 2025 | UK£14.8b | UK£13.4b | UK£891.2m | 11.4x | 16.6x | 1.1x |
| Tue, 04 Feb 2025 | UK£15.5b | UK£13.4b | UK£891.2m | 12x | 17.3x | 1.1x |
| Thu, 02 Jan 2025 | UK£15.6b | UK£13.4b | UK£891.2m | 12.6x | 17.5x | 1.2x |
| Sat, 30 Nov 2024 | UK£16.1b | UK£13.4b | UK£888.1m | 12.8x | 18.2x | 1.2x |
| Mon, 28 Oct 2024 | UK£16.6b | UK£13.3b | UK£929.1m | 12.9x | 17.9x | 1.2x |
| Wed, 25 Sep 2024 | UK£16.9b | UK£13.3b | UK£929.1m | 13.1x | 18.2x | 1.3x |
| Fri, 23 Aug 2024 | UK£17.3b | UK£13.0b | UK£916.2m | 13.5x | 18.8x | 1.3x |
| Sun, 21 Jul 2024 | UK£16.1b | UK£13.0b | UK£915.4m | 12.9x | 17.6x | 1.2x |
| Tue, 18 Jun 2024 | UK£16.5b | UK£13.0b | UK£915.4m | 13.2x | 18x | 1.3x |
| Thu, 16 May 2024 | UK£17.6b | UK£12.8b | UK£903.4m | 14.6x | 19.5x | 1.4x |
| Sat, 13 Apr 2024 | UK£16.7b | UK£12.8b | UK£903.4m | 13.9x | 18.5x | 1.3x |
| Mon, 11 Mar 2024 | UK£16.4b | UK£12.6b | UK£487.8m | 14.9x | 33.6x | 1.3x |
| Wed, 07 Feb 2024 | UK£16.0b | UK£12.6b | UK£487.8m | 14.4x | 32.9x | 1.3x |
| Fri, 05 Jan 2024 | UK£16.9b | UK£12.6b | UK£487.8m | 15.2x | 34.6x | 1.3x |
| Sun, 03 Dec 2023 | UK£16.7b | UK£12.6b | UK£488.7m | 15.2x | 34.1x | 1.3x |
| Tue, 31 Oct 2023 | UK£14.4b | UK£12.3b | UK£481.7m | 13.4x | 29.8x | 1.2x |
| Thu, 28 Sep 2023 | UK£15.7b | UK£12.3b | UK£481.7m | 14.7x | 32.6x | 1.3x |
| Sat, 26 Aug 2023 | UK£15.0b | UK£12.3b | UK£513.5m | 13.9x | 29.2x | 1.2x |
29.2x
How does U.K. Broadline Retail compare with similar industries?
| GB Market | -1.22% | |
| Consumer Discretionary | -2.56% | |
| General Merchandise and Department Stores | -3.52% | |
| Broadline Retail | -3.52% | |
| 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 | |
|---|---|---|---|---|---|
| BME B&M European Value Retail | UK£2.39 | 0.9% +UK£22.1m | 1.9% | PE14.7x | |
| THG THG | UK£0.33 | 2.5% +UK£13.5m | 12.0% | PS0.3x |