Narrative Update • Jul 07

Over the last 7 days, the Broadline Retail industry has dropped 2.5%, driven by declines from every company within the industry. Over the past 12 months, the industry was up 25%. As for the next few years, earnings are expected to grow by 7.6% 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 |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | UK£20.0b | UK£14.4b | UK£988.8m | 16.7x | 20.2x | 1.4x |
| Thu, 16 Jul 2026 | UK£19.3b | UK£14.4b | UK£988.8m | 15.4x | 19.5x | 1.3x |
| Sat, 13 Jun 2026 | UK£19.0b | UK£14.4b | UK£988.8m | 15.4x | 19.2x | 1.3x |
| Mon, 11 May 2026 | UK£17.5b | UK£14.3b | UK£1.1b | 12.1x | 16.3x | 1.2x |
| Wed, 08 Apr 2026 | UK£16.8b | UK£14.3b | UK£1.1b | 11.8x | 15.7x | 1.2x |
| Fri, 06 Mar 2026 | UK£17.7b | UK£13.8b | UK£857.8m | 13.5x | 20.7x | 1.3x |
| Sun, 01 Feb 2026 | UK£17.8b | UK£13.8b | UK£857.8m | 13.3x | 20.7x | 1.3x |
| Tue, 30 Dec 2025 | UK£18.1b | UK£13.8b | UK£857.8m | 13.3x | 21.1x | 1.3x |
| Thu, 27 Nov 2025 | UK£18.7b | UK£13.8b | UK£857.8m | 13.8x | 21.8x | 1.4x |
| Sat, 25 Oct 2025 | UK£18.1b | UK£13.7b | UK£927.8m | 12.7x | 19.5x | 1.3x |
| Mon, 22 Sep 2025 | UK£16.8b | UK£13.7b | UK£927.8m | 12.6x | 18.1x | 1.2x |
| Wed, 20 Aug 2025 | UK£16.9b | UK£13.4b | UK£874.6m | 13.3x | 19.3x | 1.3x |
| Fri, 18 Jul 2025 | UK£17.0b | UK£13.4b | UK£874.6m | 13.3x | 19.4x | 1.3x |
| Sun, 15 Jun 2025 | UK£17.9b | UK£13.4b | UK£874.6m | 14.2x | 20.4x | 1.3x |
| Tue, 13 May 2025 | UK£17.6b | UK£13.4b | UK£881.6m | 14.5x | 20x | 1.3x |
| Thu, 10 Apr 2025 | UK£16.0b | UK£13.7b | UK£823.9m | 13.1x | 19.4x | 1.2x |
| Sat, 08 Mar 2025 | UK£14.8b | UK£13.4b | UK£891.2m | 11.4x | 16.6x | 1.1x |
| Mon, 03 Feb 2025 | UK£15.5b | UK£13.4b | UK£891.2m | 12.2x | 17.3x | 1.1x |
| Wed, 01 Jan 2025 | UK£15.6b | UK£13.4b | UK£891.2m | 12.6x | 17.5x | 1.2x |
| Fri, 29 Nov 2024 | UK£15.8b | UK£13.4b | UK£888.1m | 12.5x | 17.8x | 1.2x |
| Sun, 27 Oct 2024 | UK£16.6b | UK£13.3b | UK£929.1m | 12.9x | 17.9x | 1.2x |
| Tue, 24 Sep 2024 | UK£16.8b | UK£13.3b | UK£929.1m | 13.2x | 18.1x | 1.3x |
| Thu, 22 Aug 2024 | UK£17.1b | UK£13.0b | UK£916.2m | 13.4x | 18.7x | 1.3x |
| Sat, 20 Jul 2024 | UK£16.2b | UK£13.0b | UK£915.4m | 12.9x | 17.7x | 1.2x |
| Mon, 17 Jun 2024 | UK£16.3b | UK£13.0b | UK£915.4m | 13.1x | 17.8x | 1.3x |
| Wed, 15 May 2024 | UK£17.6b | UK£12.8b | UK£903.4m | 14.7x | 19.5x | 1.4x |
| Fri, 12 Apr 2024 | UK£16.7b | UK£12.8b | UK£903.4m | 13.9x | 18.5x | 1.3x |
| Sun, 10 Mar 2024 | UK£16.4b | UK£12.6b | UK£487.8m | 14.9x | 33.6x | 1.3x |
| Tue, 06 Feb 2024 | UK£15.9b | UK£12.6b | UK£487.8m | 14.2x | 32.6x | 1.3x |
| Thu, 04 Jan 2024 | UK£16.3b | UK£12.6b | UK£487.8m | 14.8x | 33.5x | 1.3x |
| Sat, 02 Dec 2023 | UK£16.7b | UK£12.6b | UK£488.7m | 15.2x | 34.1x | 1.3x |
| Mon, 30 Oct 2023 | UK£14.3b | UK£12.3b | UK£481.7m | 13.4x | 29.7x | 1.2x |
| Wed, 27 Sep 2023 | UK£15.7b | UK£12.3b | UK£481.7m | 14.8x | 32.7x | 1.3x |
| Fri, 25 Aug 2023 | UK£15.0b | 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 | -1.36% | |
| Consumer Discretionary | -1.45% | |
| General Merchandise and Department Stores | -3.49% | |
| Broadline Retail | -3.49% | |
| 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 | 2.4% +UK£12.8m | 9.9% | PS0.3x |