Narrative Update • Aug 19

Over the last 7 days, the Broadline Retail industry has dropped 1.2%, driven by NEXT declining 1.6%. Over the past 12 months, the industry was up 20%. Looking forward, 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, 21 Aug 2026 | UK£20.1b | UK£14.4b | UK£988.8m | 16.8x | 20.3x | 1.4x |
| Sun, 19 Jul 2026 | UK£19.5b | UK£14.4b | UK£988.8m | 15.6x | 19.7x | 1.4x |
| Tue, 16 Jun 2026 | UK£18.7b | UK£14.4b | UK£988.8m | 15x | 18.9x | 1.3x |
| Thu, 14 May 2026 | UK£16.5b | UK£14.3b | UK£1.1b | 11.4x | 15.4x | 1.2x |
| Sat, 11 Apr 2026 | UK£17.7b | UK£14.3b | UK£1.1b | 12.2x | 16.4x | 1.2x |
| Mon, 09 Mar 2026 | UK£17.4b | UK£13.8b | UK£857.8m | 13.1x | 20.3x | 1.3x |
| Wed, 04 Feb 2026 | UK£17.2b | UK£13.8b | UK£857.8m | 12.9x | 20.1x | 1.3x |
| Fri, 02 Jan 2026 | UK£18.3b | UK£13.8b | UK£857.8m | 13.4x | 21.4x | 1.3x |
| Sun, 30 Nov 2025 | UK£18.7b | UK£13.8b | UK£857.8m | 13.8x | 21.8x | 1.4x |
| Tue, 28 Oct 2025 | UK£18.1b | UK£13.7b | UK£927.8m | 12.7x | 19.5x | 1.3x |
| Thu, 25 Sep 2025 | UK£17.2b | UK£13.7b | UK£927.8m | 13x | 18.5x | 1.3x |
| Sat, 23 Aug 2025 | UK£17.1b | UK£13.4b | UK£874.6m | 13.5x | 19.5x | 1.3x |
| Mon, 21 Jul 2025 | UK£17.2b | UK£13.4b | UK£874.6m | 13.5x | 19.6x | 1.3x |
| Wed, 18 Jun 2025 | UK£17.6b | UK£13.4b | UK£874.6m | 14x | 20.1x | 1.3x |
| Fri, 16 May 2025 | UK£18.4b | UK£13.4b | UK£881.6m | 15.1x | 20.9x | 1.4x |
| Sun, 13 Apr 2025 | UK£16.7b | UK£13.7b | UK£823.9m | 13.6x | 20.3x | 1.2x |
| Tue, 11 Mar 2025 | UK£14.9b | UK£13.4b | UK£891.2m | 11.5x | 16.7x | 1.1x |
| Thu, 06 Feb 2025 | UK£15.1b | UK£13.4b | UK£891.2m | 12x | 16.9x | 1.1x |
| Sat, 04 Jan 2025 | UK£15.5b | UK£13.4b | UK£891.2m | 12.5x | 17.4x | 1.2x |
| Mon, 02 Dec 2024 | UK£16.1b | UK£13.4b | UK£888.1m | 12.8x | 18.2x | 1.2x |
| Wed, 30 Oct 2024 | UK£16.6b | UK£13.3b | UK£929.1m | 12.9x | 17.9x | 1.2x |
| Fri, 27 Sep 2024 | UK£17.1b | UK£13.3b | UK£929.1m | 13.3x | 18.4x | 1.3x |
| Sun, 25 Aug 2024 | UK£17.5b | UK£13.0b | UK£916.2m | 13.8x | 19.1x | 1.3x |
| Tue, 23 Jul 2024 | UK£16.0b | UK£13.0b | UK£915.4m | 12.9x | 17.5x | 1.2x |
| Thu, 20 Jun 2024 | UK£16.4b | UK£13.0b | UK£915.4m | 13.2x | 17.9x | 1.3x |
| Sat, 18 May 2024 | UK£17.8b | UK£12.8b | UK£903.4m | 14.8x | 19.7x | 1.4x |
| Mon, 15 Apr 2024 | UK£16.7b | UK£12.8b | UK£903.4m | 13.9x | 18.5x | 1.3x |
| Wed, 13 Mar 2024 | UK£16.6b | UK£12.6b | UK£487.8m | 15.2x | 34.1x | 1.3x |
| Fri, 09 Feb 2024 | UK£15.8b | UK£12.6b | UK£487.8m | 14.2x | 32.4x | 1.3x |
| Sun, 07 Jan 2024 | UK£16.7b | UK£12.6b | UK£487.8m | 15x | 34.2x | 1.3x |
| Tue, 05 Dec 2023 | UK£16.8b | UK£12.6b | UK£488.7m | 15.4x | 34.4x | 1.3x |
| Thu, 02 Nov 2023 | UK£14.9b | UK£12.3b | UK£481.7m | 13.8x | 30.8x | 1.2x |
| Sat, 30 Sep 2023 | UK£15.6b | UK£12.3b | UK£481.7m | 14.7x | 32.3x | 1.3x |
| Mon, 28 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 | -0.22% | |
| Consumer Discretionary | -3.60% | |
| General Merchandise and Department Stores | -1.62% | |
| Broadline Retail | -1.62% | |
| 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 | |
|---|---|---|---|---|---|
| THG THG | UK£0.33 | 1.3% +UK£7.2m | 11.4% | PS0.3x |