Narrative Update • Jul 07

Over the last 7 days, the Broadline Retail industry has dropped 1.5%, driven by NEXT declining 2.5%. This takes the industry's 12 month performance to a gain of 25%. Earnings are forecast to grow by 7.6% annually.
Has the U.K. Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 14 Aug 2026 | UK£20.4b | UK£14.4b | UK£988.8m | 17.1x | 20.6x | 1.4x |
| Sun, 12 Jul 2026 | UK£19.2b | UK£14.4b | UK£988.8m | 15.5x | 19.4x | 1.3x |
| Tue, 09 Jun 2026 | UK£18.1b | UK£14.4b | UK£988.8m | 15x | 18.3x | 1.3x |
| Thu, 07 May 2026 | UK£17.5b | UK£14.3b | UK£1.1b | 12.1x | 16.3x | 1.2x |
| Sat, 04 Apr 2026 | UK£17.2b | UK£14.3b | UK£1.1b | 12.1x | 16x | 1.2x |
| Mon, 02 Mar 2026 | UK£18.1b | UK£13.8b | UK£857.8m | 13.7x | 21.1x | 1.3x |
| Wed, 28 Jan 2026 | UK£18.1b | UK£13.8b | UK£857.8m | 13.4x | 21.1x | 1.3x |
| Fri, 26 Dec 2025 | UK£18.1b | UK£13.8b | UK£857.8m | 13.2x | 21.1x | 1.3x |
| Sun, 23 Nov 2025 | UK£18.5b | UK£13.8b | UK£857.8m | 13.6x | 21.5x | 1.3x |
| Tue, 21 Oct 2025 | UK£17.5b | UK£13.7b | UK£927.8m | 12.2x | 18.9x | 1.3x |
| Thu, 18 Sep 2025 | UK£17.0b | UK£13.4b | UK£871.2m | 13.4x | 19.5x | 1.3x |
| Sat, 16 Aug 2025 | UK£16.4b | UK£13.4b | UK£874.6m | 12.8x | 18.7x | 1.2x |
| Mon, 14 Jul 2025 | UK£17.3b | UK£13.4b | UK£874.6m | 13.8x | 19.8x | 1.3x |
| Wed, 11 Jun 2025 | UK£17.6b | UK£13.4b | UK£874.6m | 14.1x | 20.1x | 1.3x |
| Fri, 09 May 2025 | UK£18.2b | UK£13.4b | UK£881.6m | 15x | 20.6x | 1.4x |
| Sun, 06 Apr 2025 | UK£16.3b | UK£13.7b | UK£823.9m | 13.2x | 19.8x | 1.2x |
| Tue, 04 Mar 2025 | UK£15.0b | UK£13.4b | UK£891.2m | 11.5x | 16.8x | 1.1x |
| Thu, 30 Jan 2025 | UK£15.1b | UK£13.4b | UK£891.2m | 12x | 16.9x | 1.1x |
| Sat, 28 Dec 2024 | UK£15.6b | UK£13.4b | UK£888.1m | 12.6x | 17.6x | 1.2x |
| Mon, 25 Nov 2024 | UK£15.7b | UK£13.4b | UK£888.1m | 12.5x | 17.7x | 1.2x |
| Wed, 23 Oct 2024 | UK£16.8b | UK£13.3b | UK£929.1m | 13x | 18.1x | 1.3x |
| Fri, 20 Sep 2024 | UK£17.4b | UK£13.0b | UK£928.0m | 13.6x | 18.8x | 1.3x |
| Sun, 18 Aug 2024 | UK£17.0b | UK£13.0b | UK£916.2m | 13.4x | 18.6x | 1.3x |
| Tue, 16 Jul 2024 | UK£16.2b | UK£13.0b | UK£915.4m | 12.8x | 17.7x | 1.2x |
| Thu, 13 Jun 2024 | UK£16.6b | UK£13.0b | UK£915.4m | 13.3x | 18.2x | 1.3x |
| Sat, 11 May 2024 | UK£17.6b | UK£12.8b | UK£903.4m | 14.7x | 19.5x | 1.4x |
| Mon, 08 Apr 2024 | UK£16.7b | UK£12.9b | UK£585.1m | 14x | 28.5x | 1.3x |
| Wed, 06 Mar 2024 | UK£16.2b | UK£12.6b | UK£487.8m | 14.7x | 33.2x | 1.3x |
| Fri, 02 Feb 2024 | UK£16.0b | UK£12.6b | UK£487.8m | 14.4x | 32.8x | 1.3x |
| Sun, 31 Dec 2023 | UK£16.6b | UK£12.6b | UK£488.7m | 14.9x | 33.9x | 1.3x |
| Tue, 28 Nov 2023 | UK£16.0b | UK£12.6b | UK£488.7m | 14.5x | 32.8x | 1.3x |
| Thu, 26 Oct 2023 | UK£14.7b | UK£12.3b | UK£481.7m | 13.9x | 30.5x | 1.2x |
| Sat, 23 Sep 2023 | UK£15.4b | UK£12.3b | UK£481.7m | 14.5x | 32.1x | 1.3x |
| Mon, 21 Aug 2023 | UK£15.1b | UK£12.3b | UK£513.5m | 13.9x | 29.3x | 1.2x |
29.3x
How does U.K. Broadline Retail compare with similar industries?
| GB Market | -0.77% | |
| Consumer Discretionary | -0.13% | |
| General Merchandise and Department Stores | -2.15% | |
| Broadline Retail | -2.15% | |
| 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£2.36 | 0.5% +UK£12.1m | 4.4% | PE14.4x |