Narrative Update • Jul 07

All of the companies in the Broadline Retail industry have been up over the last week, with the industry up 5.8%. This means that the industry has gained 28% over the past year. As for the next few years, earnings are expected to grow by 7.7% 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 |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | UK£20.8b | UK£14.4b | UK£988.8m | 17.3x | 21.1x | 1.4x |
| Tue, 07 Jul 2026 | UK£19.0b | UK£14.4b | UK£988.8m | 15.3x | 19.2x | 1.3x |
| Thu, 04 Jun 2026 | UK£17.8b | UK£14.3b | UK£1.1b | 12.6x | 16.6x | 1.2x |
| Sat, 02 May 2026 | UK£17.1b | UK£14.3b | UK£1.1b | 11.9x | 16x | 1.2x |
| Mon, 30 Mar 2026 | UK£16.3b | UK£13.8b | UK£978.0m | 12.2x | 16.7x | 1.2x |
| Wed, 25 Feb 2026 | UK£17.9b | UK£13.8b | UK£857.8m | 13.6x | 20.9x | 1.3x |
| Fri, 23 Jan 2026 | UK£18.1b | UK£13.8b | UK£857.8m | 13.4x | 21.1x | 1.3x |
| Sun, 21 Dec 2025 | UK£18.2b | UK£13.8b | UK£857.8m | 13.3x | 21.2x | 1.3x |
| Tue, 18 Nov 2025 | UK£18.3b | UK£13.8b | UK£857.8m | 13.3x | 21.3x | 1.3x |
| Thu, 16 Oct 2025 | UK£17.8b | UK£13.7b | UK£927.8m | 12.9x | 19.2x | 1.3x |
| Sat, 13 Sep 2025 | UK£16.9b | UK£13.4b | UK£871.2m | 13.3x | 19.4x | 1.3x |
| Mon, 11 Aug 2025 | UK£16.4b | UK£13.4b | UK£874.6m | 12.8x | 18.8x | 1.2x |
| Wed, 09 Jul 2025 | UK£17.4b | UK£13.4b | UK£874.6m | 13.9x | 19.8x | 1.3x |
| Fri, 06 Jun 2025 | UK£18.3b | UK£13.4b | UK£874.6m | 14.7x | 20.9x | 1.4x |
| Sun, 04 May 2025 | UK£18.2b | UK£13.5b | UK£879.9m | 15.1x | 20.7x | 1.4x |
| Tue, 01 Apr 2025 | UK£16.0b | UK£13.7b | UK£823.9m | 12.8x | 19.4x | 1.2x |
| Thu, 27 Feb 2025 | UK£15.1b | UK£13.4b | UK£891.2m | 11.7x | 16.9x | 1.1x |
| Sat, 25 Jan 2025 | UK£14.6b | UK£13.4b | UK£891.2m | 11.7x | 16.4x | 1.1x |
| Mon, 23 Dec 2024 | UK£15.9b | UK£13.4b | UK£888.1m | 12.8x | 17.9x | 1.2x |
| Wed, 20 Nov 2024 | UK£15.3b | UK£13.4b | UK£888.1m | 12.3x | 17.3x | 1.1x |
| Fri, 18 Oct 2024 | UK£17.2b | UK£13.3b | UK£929.1m | 13.3x | 18.5x | 1.3x |
| Sun, 15 Sep 2024 | UK£17.4b | UK£13.0b | UK£916.2m | 13.5x | 19x | 1.3x |
| Tue, 13 Aug 2024 | UK£16.7b | UK£13.0b | UK£915.4m | 13.2x | 18.2x | 1.3x |
| Thu, 11 Jul 2024 | UK£16.0b | UK£13.0b | UK£915.4m | 12.7x | 17.5x | 1.2x |
| Sat, 08 Jun 2024 | UK£17.0b | UK£13.0b | UK£915.4m | 13.7x | 18.6x | 1.3x |
| Mon, 06 May 2024 | UK£17.1b | UK£12.8b | UK£903.4m | 14.2x | 18.9x | 1.3x |
| Wed, 03 Apr 2024 | UK£17.2b | UK£12.9b | UK£585.1m | 14.4x | 29.4x | 1.3x |
| Fri, 01 Mar 2024 | UK£16.1b | UK£12.6b | UK£487.8m | 14.5x | 33x | 1.3x |
| Sun, 28 Jan 2024 | UK£16.6b | UK£12.6b | UK£487.8m | 14.9x | 34x | 1.3x |
| Tue, 26 Dec 2023 | UK£16.7b | UK£12.6b | UK£488.7m | 15.1x | 34.2x | 1.3x |
| Thu, 23 Nov 2023 | UK£15.7b | UK£12.6b | UK£488.7m | 14.2x | 32.2x | 1.3x |
| Sat, 21 Oct 2023 | UK£14.5b | UK£12.3b | UK£481.7m | 13.6x | 30.2x | 1.2x |
| Mon, 18 Sep 2023 | UK£15.3b | UK£12.2b | UK£488.4m | 14.4x | 31.4x | 1.3x |
| Wed, 16 Aug 2023 | UK£15.3b | UK£12.3b | UK£513.5m | 14x | 29.9x | 1.2x |
29.9x
How does U.K. Broadline Retail compare with similar industries?
| GB Market | 0.89% | |
| Consumer Discretionary | 2.58% | |
| General Merchandise and Department Stores | 5.77% | |
| Broadline Retail | 5.77% | |
| 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£156.85 | 5.7% +UK£958.9m | 33.7% | PE20.2x | |
| BME B&M European Value Retail | UK£2.35 | 5.6% +UK£124.6m | 4.4% | PE14.4x | |
| THG THG | UK£0.34 | 10.6% +UK£52.8m | -6.2% | PS0.3x |