Narrative Update • Jul 07

Over the last 7 days, the Broadline Retail industry has risen 1.4%, driven by gains from NEXT of 2.0%. This means that the industry has gained 26% over the past year. As for the next few years, earnings are expected to grow by 7.5% 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 |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | UK£20.7b | UK£14.4b | UK£988.8m | 17.3x | 21x | 1.4x |
| Wed, 29 Jul 2026 | UK£20.2b | UK£14.4b | UK£988.8m | 16.8x | 20.4x | 1.4x |
| Fri, 26 Jun 2026 | UK£19.4b | UK£14.4b | UK£988.8m | 15.8x | 19.6x | 1.3x |
| Sun, 24 May 2026 | UK£17.3b | UK£14.3b | UK£1.1b | 11.9x | 16.1x | 1.2x |
| Tue, 21 Apr 2026 | UK£18.0b | UK£14.3b | UK£1.1b | 12.3x | 16.8x | 1.3x |
| Thu, 19 Mar 2026 | UK£16.9b | UK£13.8b | UK£857.8m | 12.8x | 19.7x | 1.2x |
| Sat, 14 Feb 2026 | UK£17.1b | UK£13.8b | UK£857.8m | 13x | 20x | 1.2x |
| Mon, 12 Jan 2026 | UK£19.2b | UK£13.8b | UK£857.8m | 14x | 22.3x | 1.4x |
| Wed, 10 Dec 2025 | UK£18.1b | UK£13.8b | UK£857.8m | 13.2x | 21.1x | 1.3x |
| Fri, 07 Nov 2025 | UK£19.0b | UK£13.7b | UK£927.8m | 13.1x | 20.5x | 1.4x |
| Sun, 05 Oct 2025 | UK£17.6b | UK£13.7b | UK£927.8m | 13.2x | 19x | 1.3x |
| Tue, 02 Sep 2025 | UK£16.6b | UK£13.4b | UK£874.6m | 13.1x | 19x | 1.2x |
| Thu, 31 Jul 2025 | UK£17.0b | UK£13.4b | UK£874.6m | 13.3x | 19.5x | 1.3x |
| Sat, 28 Jun 2025 | UK£17.7b | UK£13.4b | UK£874.6m | 14.1x | 20.3x | 1.3x |
| Mon, 26 May 2025 | UK£18.7b | UK£13.4b | UK£881.6m | 15.4x | 21.3x | 1.4x |
| Wed, 23 Apr 2025 | UK£17.8b | UK£13.7b | UK£823.9m | 14.6x | 21.6x | 1.3x |
| Fri, 21 Mar 2025 | UK£14.7b | UK£13.4b | UK£891.2m | 11.3x | 16.5x | 1.1x |
| Sun, 16 Feb 2025 | UK£15.4b | UK£13.4b | UK£891.2m | 12.1x | 17.3x | 1.1x |
| Tue, 14 Jan 2025 | UK£14.7b | UK£13.4b | UK£891.2m | 11.8x | 16.6x | 1.1x |
| Thu, 12 Dec 2024 | UK£16.7b | UK£13.4b | UK£888.1m | 13.3x | 18.8x | 1.2x |
| Sat, 09 Nov 2024 | UK£16.2b | UK£13.3b | UK£929.1m | 12.5x | 17.4x | 1.2x |
| Mon, 07 Oct 2024 | UK£16.7b | UK£13.3b | UK£929.1m | 13x | 18x | 1.3x |
| Wed, 04 Sep 2024 | UK£17.3b | UK£13.0b | UK£916.2m | 13.6x | 18.9x | 1.3x |
| Fri, 02 Aug 2024 | UK£17.2b | UK£13.0b | UK£915.4m | 13.6x | 18.8x | 1.3x |
| Sun, 30 Jun 2024 | UK£16.0b | UK£13.0b | UK£915.4m | 12.7x | 17.5x | 1.2x |
| Tue, 28 May 2024 | UK£17.8b | UK£12.8b | UK£903.4m | 14.8x | 19.7x | 1.4x |
| Thu, 25 Apr 2024 | UK£17.1b | UK£12.8b | UK£903.4m | 14.2x | 19x | 1.3x |
| Sat, 23 Mar 2024 | UK£17.2b | UK£12.6b | UK£487.8m | 15.3x | 35.2x | 1.4x |
| Mon, 19 Feb 2024 | UK£16.3b | UK£12.6b | UK£487.8m | 14.5x | 33.3x | 1.3x |
| Wed, 17 Jan 2024 | UK£16.9b | UK£12.6b | UK£487.8m | 15.2x | 34.6x | 1.3x |
| Fri, 15 Dec 2023 | UK£16.7b | UK£12.6b | UK£488.7m | 15x | 34.1x | 1.3x |
| Sun, 12 Nov 2023 | UK£15.1b | UK£12.6b | UK£488.7m | 13.7x | 30.9x | 1.2x |
| Tue, 10 Oct 2023 | UK£14.8b | UK£12.3b | UK£481.7m | 14.1x | 30.8x | 1.2x |
| Thu, 07 Sep 2023 | UK£15.3b | UK£12.3b | UK£515.2m | 13.9x | 29.6x | 1.2x |
29.6x
How does U.K. Broadline Retail compare with similar industries?
| GB Market | -0.15% | |
| Consumer Discretionary | -0.0064% | |
| General Merchandise and Department Stores | 1.40% | |
| Broadline Retail | 1.40% | |
| Department Stores | 0% | 0 |
| General Merchandise Stores | 0% | 0 |