Narrative Update • Jul 07

In the last week, the Broadline Retail industry is up 4.6%, with all of the companies up. This means that the industry has gained 28% over the past year. Looking forward, earnings are forecast to grow by 7.7% annually.
Has the U.K. Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 12 Aug 2026 | UK£20.7b | UK£14.4b | UK£988.8m | 17.2x | 20.9x | 1.4x |
| Fri, 10 Jul 2026 | UK£19.1b | UK£14.4b | UK£988.8m | 15.4x | 19.3x | 1.3x |
| Sun, 07 Jun 2026 | UK£18.2b | UK£14.4b | UK£988.8m | 15.1x | 18.4x | 1.3x |
| Tue, 05 May 2026 | UK£17.2b | UK£14.3b | UK£1.1b | 11.9x | 16.1x | 1.2x |
| Thu, 02 Apr 2026 | UK£17.1b | UK£14.3b | UK£1.1b | 11.9x | 15.9x | 1.2x |
| Sat, 28 Feb 2026 | UK£18.1b | UK£13.8b | UK£857.8m | 13.7x | 21.1x | 1.3x |
| Mon, 26 Jan 2026 | UK£17.9b | UK£13.8b | UK£857.8m | 13.1x | 20.9x | 1.3x |
| Wed, 24 Dec 2025 | UK£18.1b | UK£13.8b | UK£857.8m | 13.2x | 21.1x | 1.3x |
| Fri, 21 Nov 2025 | UK£18.4b | UK£13.8b | UK£857.8m | 13.5x | 21.4x | 1.3x |
| Sun, 19 Oct 2025 | UK£18.1b | UK£13.7b | UK£927.8m | 13.1x | 19.6x | 1.3x |
| Tue, 16 Sep 2025 | UK£16.9b | UK£13.4b | UK£871.2m | 13.4x | 19.4x | 1.3x |
| Thu, 14 Aug 2025 | UK£16.5b | UK£13.4b | UK£874.6m | 12.9x | 18.8x | 1.2x |
| Sat, 12 Jul 2025 | UK£17.4b | UK£13.4b | UK£874.6m | 13.8x | 19.9x | 1.3x |
| Mon, 09 Jun 2025 | UK£18.3b | UK£13.4b | UK£874.6m | 14.8x | 20.9x | 1.4x |
| Wed, 07 May 2025 | UK£18.3b | UK£13.5b | UK£879.9m | 15.1x | 20.8x | 1.4x |
| Fri, 04 Apr 2025 | UK£16.6b | UK£13.7b | UK£823.9m | 13.5x | 20.2x | 1.2x |
| Sun, 02 Mar 2025 | UK£15.0b | UK£13.4b | UK£891.2m | 11.6x | 16.8x | 1.1x |
| Tue, 28 Jan 2025 | UK£14.6b | UK£13.4b | UK£891.2m | 11.7x | 16.4x | 1.1x |
| Thu, 26 Dec 2024 | UK£16.0b | UK£13.4b | UK£888.1m | 12.9x | 18x | 1.2x |
| Sat, 23 Nov 2024 | UK£15.7b | UK£13.4b | UK£888.1m | 12.5x | 17.7x | 1.2x |
| Mon, 21 Oct 2024 | UK£17.0b | UK£13.3b | UK£929.1m | 13.1x | 18.3x | 1.3x |
| Wed, 18 Sep 2024 | UK£17.6b | UK£13.0b | UK£928.0m | 13.6x | 18.9x | 1.4x |
| Fri, 16 Aug 2024 | UK£17.1b | UK£13.0b | UK£916.2m | 13.4x | 18.7x | 1.3x |
| Sun, 14 Jul 2024 | UK£16.3b | UK£13.0b | UK£915.4m | 12.9x | 17.8x | 1.2x |
| Tue, 11 Jun 2024 | UK£17.0b | UK£13.0b | UK£915.4m | 13.6x | 18.6x | 1.3x |
| Thu, 09 May 2024 | UK£17.3b | UK£12.8b | UK£903.4m | 14.5x | 19.2x | 1.4x |
| Sat, 06 Apr 2024 | UK£16.7b | UK£12.9b | UK£585.1m | 14x | 28.5x | 1.3x |
| Mon, 04 Mar 2024 | UK£16.3b | UK£12.6b | UK£487.8m | 14.7x | 33.4x | 1.3x |
| Wed, 31 Jan 2024 | UK£16.7b | UK£12.6b | UK£487.8m | 14.9x | 34.2x | 1.3x |
| Fri, 29 Dec 2023 | UK£16.6b | UK£12.6b | UK£488.7m | 14.9x | 34.1x | 1.3x |
| Sun, 26 Nov 2023 | UK£15.9b | UK£12.6b | UK£488.7m | 14.4x | 32.6x | 1.3x |
| Tue, 24 Oct 2023 | UK£14.8b | UK£12.3b | UK£481.7m | 13.8x | 30.6x | 1.2x |
| Thu, 21 Sep 2023 | UK£15.3b | UK£12.2b | UK£488.4m | 14.3x | 31.3x | 1.3x |
| Sat, 19 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 | 0.01% | |
| Consumer Discretionary | 0.98% | |
| General Merchandise and Department Stores | 4.84% | |
| Broadline Retail | 4.84% | |
| 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£155.85 | 5.2% +UK£884.7m | 33.4% | PE20x | |
| BME B&M European Value Retail | UK£2.36 | 2.1% +UK£48.2m | 5.7% | PE14.5x | |
| THG THG | UK£0.32 | 4.5% +UK£22.6m | -0.3% | PS0.3x |