Narrative Update • Aug 19

Over the last 7 days, the Broadline Retail industry has risen 1.9%, driven by gains from every company within the industry. This means that the industry has gained 21% over the past year. 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, 25 Aug 2026 | UK£20.4b | UK£14.4b | UK£988.8m | 17.1x | 20.6x | 1.4x |
| Thu, 23 Jul 2026 | UK£19.6b | UK£14.4b | UK£988.8m | 16.1x | 19.8x | 1.4x |
| Sat, 20 Jun 2026 | UK£18.5b | UK£14.4b | UK£988.8m | 14.8x | 18.8x | 1.3x |
| Mon, 18 May 2026 | UK£16.4b | UK£14.3b | UK£1.1b | 11.2x | 15.3x | 1.1x |
| Wed, 15 Apr 2026 | UK£17.8b | UK£14.3b | UK£1.1b | 12.2x | 16.6x | 1.2x |
| Fri, 13 Mar 2026 | UK£17.1b | UK£13.8b | UK£857.8m | 12.9x | 19.9x | 1.2x |
| Sun, 08 Feb 2026 | UK£17.3b | UK£13.8b | UK£857.8m | 13x | 20.2x | 1.3x |
| Tue, 06 Jan 2026 | UK£18.2b | UK£13.8b | UK£857.8m | 13.3x | 21.2x | 1.3x |
| Thu, 04 Dec 2025 | UK£18.9b | UK£13.8b | UK£857.8m | 13.8x | 22x | 1.4x |
| Sat, 01 Nov 2025 | UK£19.1b | UK£13.7b | UK£927.8m | 13.3x | 20.6x | 1.4x |
| Mon, 29 Sep 2025 | UK£17.3b | UK£13.7b | UK£927.8m | 13.1x | 18.7x | 1.3x |
| Wed, 27 Aug 2025 | UK£17.1b | UK£13.4b | UK£874.6m | 13.5x | 19.5x | 1.3x |
| Fri, 25 Jul 2025 | UK£16.9b | UK£13.4b | UK£874.6m | 13.2x | 19.3x | 1.3x |
| Sun, 22 Jun 2025 | UK£17.4b | UK£13.4b | UK£874.6m | 14x | 19.9x | 1.3x |
| Tue, 20 May 2025 | UK£18.6b | UK£13.4b | UK£881.6m | 15.3x | 21.1x | 1.4x |
| Thu, 17 Apr 2025 | UK£17.6b | UK£13.7b | UK£823.9m | 14.3x | 21.3x | 1.3x |
| Sat, 15 Mar 2025 | UK£14.4b | UK£13.4b | UK£891.2m | 11.1x | 16.2x | 1.1x |
| Mon, 10 Feb 2025 | UK£15.1b | UK£13.4b | UK£891.2m | 11.9x | 16.9x | 1.1x |
| Wed, 08 Jan 2025 | UK£15.9b | UK£13.4b | UK£891.2m | 12.8x | 17.8x | 1.2x |
| Fri, 06 Dec 2024 | UK£17.0b | UK£13.4b | UK£888.1m | 13.4x | 19.1x | 1.3x |
| Sun, 03 Nov 2024 | UK£16.4b | UK£13.3b | UK£929.1m | 12.7x | 17.7x | 1.2x |
| Tue, 01 Oct 2024 | UK£16.6b | UK£13.3b | UK£929.1m | 12.9x | 17.8x | 1.2x |
| Thu, 29 Aug 2024 | UK£17.2b | UK£13.0b | UK£916.2m | 13.5x | 18.8x | 1.3x |
| Sat, 27 Jul 2024 | UK£16.1b | UK£13.0b | UK£915.4m | 12.9x | 17.6x | 1.2x |
| Mon, 24 Jun 2024 | UK£16.5b | UK£13.0b | UK£915.4m | 13.2x | 18x | 1.3x |
| Wed, 22 May 2024 | UK£17.7b | UK£12.8b | UK£903.4m | 14.7x | 19.6x | 1.4x |
| Fri, 19 Apr 2024 | UK£16.7b | UK£12.8b | UK£903.4m | 14x | 18.5x | 1.3x |
| Sun, 17 Mar 2024 | UK£16.4b | UK£12.6b | UK£487.8m | 14.9x | 33.7x | 1.3x |
| Tue, 13 Feb 2024 | UK£15.9b | UK£12.6b | UK£487.8m | 14.2x | 32.7x | 1.3x |
| Thu, 11 Jan 2024 | UK£16.9b | UK£12.6b | UK£487.8m | 15.3x | 34.7x | 1.3x |
| Sat, 09 Dec 2023 | UK£16.9b | UK£12.6b | UK£488.7m | 15.5x | 34.5x | 1.3x |
| Mon, 06 Nov 2023 | UK£15.2b | UK£12.3b | UK£481.7m | 14x | 31.6x | 1.2x |
| Wed, 04 Oct 2023 | UK£15.5b | UK£12.3b | UK£481.7m | 14.2x | 32.1x | 1.3x |
| Fri, 01 Sep 2023 | UK£15.5b | UK£12.3b | UK£513.5m | 14.2x | 30.2x | 1.3x |
30.2x
How does U.K. Broadline Retail compare with similar industries?
| GB Market | 0.93% | |
| Consumer Discretionary | -0.83% | |
| General Merchandise and Department Stores | 1.89% | |
| Broadline Retail | 1.89% | |
| 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£152.75 | 1.5% +UK£262.5m | 24.9% | PE19.6x | |
| BME B&M European Value Retail | UK£2.44 | 6.4% +UK£146.7m | 1.3% | PE14.9x | |
| THG THG | UK£0.34 | 7.8% +UK£40.7m | 9.8% | PS0.3x |