Narrative Update • Jul 07

Over the last 7 days, the Broadline Retail industry has dropped 2.5%, driven by a pullback from NEXT of 2.4%. Over the past 12 months, the industry was up 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 |
|---|---|---|---|---|---|---|
| Mon, 17 Aug 2026 | UK£20.3b | UK£14.4b | UK£988.8m | 17x | 20.5x | 1.4x |
| Wed, 15 Jul 2026 | UK£19.3b | UK£14.4b | UK£988.8m | 15.6x | 19.5x | 1.3x |
| Fri, 12 Jun 2026 | UK£18.5b | UK£14.4b | UK£988.8m | 15.1x | 18.7x | 1.3x |
| Sun, 10 May 2026 | UK£17.5b | UK£14.3b | UK£1.1b | 12.1x | 16.3x | 1.2x |
| Tue, 07 Apr 2026 | UK£17.2b | UK£14.3b | UK£1.1b | 12.1x | 16x | 1.2x |
| Thu, 05 Mar 2026 | UK£17.9b | UK£13.8b | UK£857.8m | 13.5x | 20.8x | 1.3x |
| Sat, 31 Jan 2026 | UK£17.8b | UK£13.8b | UK£857.8m | 13.3x | 20.7x | 1.3x |
| Mon, 29 Dec 2025 | UK£18.1b | UK£13.8b | UK£857.8m | 13.2x | 21.1x | 1.3x |
| Wed, 26 Nov 2025 | UK£18.5b | UK£13.8b | UK£857.8m | 13.6x | 21.5x | 1.3x |
| Fri, 24 Oct 2025 | UK£17.8b | UK£13.7b | UK£927.8m | 12.5x | 19.2x | 1.3x |
| Sun, 21 Sep 2025 | UK£16.8b | UK£13.7b | UK£927.8m | 12.6x | 18.1x | 1.2x |
| Tue, 19 Aug 2025 | UK£16.4b | UK£13.4b | UK£874.6m | 12.8x | 18.7x | 1.2x |
| Thu, 17 Jul 2025 | UK£16.9b | UK£13.4b | UK£874.6m | 13.2x | 19.4x | 1.3x |
| Sat, 14 Jun 2025 | UK£17.9b | UK£13.4b | UK£874.6m | 14.2x | 20.4x | 1.3x |
| Mon, 12 May 2025 | UK£18.0b | UK£13.4b | UK£881.6m | 14.8x | 20.4x | 1.3x |
| Wed, 09 Apr 2025 | UK£16.1b | UK£13.7b | UK£823.9m | 13x | 19.5x | 1.2x |
| Fri, 07 Mar 2025 | UK£14.6b | UK£13.4b | UK£891.2m | 11.2x | 16.4x | 1.1x |
| Sun, 02 Feb 2025 | UK£15.5b | UK£13.4b | UK£891.2m | 12.2x | 17.3x | 1.1x |
| Tue, 31 Dec 2024 | UK£15.5b | UK£13.4b | UK£888.1m | 12.5x | 17.4x | 1.2x |
| Thu, 28 Nov 2024 | UK£15.8b | UK£13.4b | UK£888.1m | 12.5x | 17.7x | 1.2x |
| Sat, 26 Oct 2024 | UK£16.6b | UK£13.3b | UK£929.1m | 12.9x | 17.9x | 1.2x |
| Mon, 23 Sep 2024 | UK£16.8b | UK£13.3b | UK£929.1m | 13.2x | 18.1x | 1.3x |
| Wed, 21 Aug 2024 | UK£17.0b | UK£13.0b | UK£916.2m | 13.4x | 18.6x | 1.3x |
| Fri, 19 Jul 2024 | UK£16.2b | UK£13.0b | UK£915.4m | 13x | 17.7x | 1.2x |
| Sun, 16 Jun 2024 | UK£16.3b | UK£13.0b | UK£915.4m | 13.1x | 17.8x | 1.3x |
| Tue, 14 May 2024 | UK£17.6b | UK£12.8b | UK£903.4m | 14.8x | 19.5x | 1.4x |
| Thu, 11 Apr 2024 | UK£16.7b | UK£12.8b | UK£903.4m | 13.9x | 18.5x | 1.3x |
| Sat, 09 Mar 2024 | UK£16.4b | UK£12.6b | UK£487.8m | 14.9x | 33.6x | 1.3x |
| Mon, 05 Feb 2024 | UK£16.0b | UK£12.6b | UK£487.8m | 14.3x | 32.8x | 1.3x |
| Wed, 03 Jan 2024 | UK£16.3b | UK£12.6b | UK£487.8m | 14.8x | 33.5x | 1.3x |
| Fri, 01 Dec 2023 | UK£16.3b | UK£12.6b | UK£488.7m | 14.9x | 33.4x | 1.3x |
| Sun, 29 Oct 2023 | UK£14.3b | UK£12.3b | UK£481.7m | 13.4x | 29.7x | 1.2x |
| Tue, 26 Sep 2023 | UK£15.5b | UK£12.3b | UK£481.7m | 14.5x | 32.1x | 1.3x |
| Thu, 24 Aug 2023 | UK£14.9b | UK£12.3b | UK£513.5m | 13.8x | 29.1x | 1.2x |
29.1x
How does U.K. Broadline Retail compare with similar industries?
| GB Market | -1.35% | |
| Consumer Discretionary | -0.73% | |
| General Merchandise and Department Stores | -2.54% | |
| Broadline Retail | -2.54% | |
| 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£2.33 | 1.0% +UK£24.1m | 4.5% | PE14.3x |