Narrative Update • Aug 19

Over the last 7 days, the Broadline Retail industry has dropped 1.6%, driven by a pullback from NEXT of 1.8%. In the past year, the industry has gained 19%. 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 |
|---|---|---|---|---|---|---|
| Sat, 22 Aug 2026 | UK£20.1b | UK£14.4b | UK£988.8m | 16.8x | 20.3x | 1.4x |
| Mon, 20 Jul 2026 | UK£19.5b | UK£14.4b | UK£988.8m | 15.6x | 19.7x | 1.4x |
| Wed, 17 Jun 2026 | UK£18.6b | UK£14.4b | UK£988.8m | 14.9x | 18.8x | 1.3x |
| Fri, 15 May 2026 | UK£16.6b | UK£14.3b | UK£1.1b | 11.4x | 15.5x | 1.2x |
| Sun, 12 Apr 2026 | UK£17.7b | UK£14.3b | UK£1.1b | 12.2x | 16.4x | 1.2x |
| Tue, 10 Mar 2026 | UK£17.1b | UK£13.8b | UK£857.8m | 12.8x | 19.9x | 1.2x |
| Thu, 05 Feb 2026 | UK£17.5b | UK£13.8b | UK£857.8m | 13.2x | 20.4x | 1.3x |
| Sat, 03 Jan 2026 | UK£18.1b | UK£13.8b | UK£857.8m | 13.2x | 21.1x | 1.3x |
| Mon, 01 Dec 2025 | UK£18.7b | UK£13.8b | UK£857.8m | 13.8x | 21.8x | 1.4x |
| Wed, 29 Oct 2025 | UK£18.1b | UK£13.7b | UK£927.8m | 12.8x | 19.5x | 1.3x |
| Fri, 26 Sep 2025 | UK£17.1b | UK£13.7b | UK£927.8m | 12.9x | 18.4x | 1.3x |
| Sun, 24 Aug 2025 | UK£17.1b | UK£13.4b | UK£874.6m | 13.5x | 19.5x | 1.3x |
| Tue, 22 Jul 2025 | UK£17.2b | UK£13.4b | UK£874.6m | 13.5x | 19.6x | 1.3x |
| Thu, 19 Jun 2025 | UK£17.7b | UK£13.4b | UK£874.6m | 14.2x | 20.3x | 1.3x |
| Sat, 17 May 2025 | UK£18.7b | UK£13.4b | UK£881.6m | 15.4x | 21.2x | 1.4x |
| Mon, 14 Apr 2025 | UK£16.7b | UK£13.7b | UK£823.9m | 13.6x | 20.3x | 1.2x |
| Wed, 12 Mar 2025 | UK£14.7b | UK£13.4b | UK£891.2m | 11.3x | 16.5x | 1.1x |
| Fri, 07 Feb 2025 | UK£15.2b | UK£13.4b | UK£891.2m | 12.1x | 17.1x | 1.1x |
| Sun, 05 Jan 2025 | UK£15.4b | UK£13.4b | UK£891.2m | 12.5x | 17.3x | 1.1x |
| Tue, 03 Dec 2024 | UK£16.2b | UK£13.4b | UK£888.1m | 12.7x | 18.3x | 1.2x |
| Thu, 31 Oct 2024 | UK£16.8b | UK£13.3b | UK£929.1m | 13x | 18.1x | 1.3x |
| Sat, 28 Sep 2024 | UK£16.7b | UK£13.3b | UK£929.1m | 13.1x | 17.9x | 1.2x |
| Mon, 26 Aug 2024 | UK£17.5b | UK£13.0b | UK£916.2m | 13.8x | 19.1x | 1.3x |
| Wed, 24 Jul 2024 | UK£16.0b | UK£13.0b | UK£915.4m | 12.9x | 17.5x | 1.2x |
| Fri, 21 Jun 2024 | UK£16.6b | UK£13.0b | UK£915.4m | 13.3x | 18.1x | 1.3x |
| Sun, 19 May 2024 | UK£17.8b | UK£12.8b | UK£903.4m | 14.8x | 19.7x | 1.4x |
| Tue, 16 Apr 2024 | UK£16.7b | UK£12.8b | UK£903.4m | 13.9x | 18.5x | 1.3x |
| Thu, 14 Mar 2024 | UK£16.5b | UK£12.6b | UK£487.8m | 15x | 33.9x | 1.3x |
| Sat, 10 Feb 2024 | UK£15.7b | UK£12.6b | UK£487.8m | 14x | 32.2x | 1.3x |
| Mon, 08 Jan 2024 | UK£16.7b | UK£12.6b | UK£487.8m | 15x | 34.2x | 1.3x |
| Wed, 06 Dec 2023 | UK£16.9b | UK£12.6b | UK£488.7m | 15.5x | 34.5x | 1.3x |
| Fri, 03 Nov 2023 | UK£15.0b | UK£12.3b | UK£481.7m | 13.9x | 31.2x | 1.2x |
| Sun, 01 Oct 2023 | UK£15.6b | UK£12.3b | UK£481.7m | 14.7x | 32.3x | 1.3x |
| Tue, 29 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 | |
|---|---|---|---|---|---|
| NXT NEXT | UK£152.85 | 0.2% +UK£34.2m | 25.0% | PE19.6x | |
| BME B&M European Value Retail | UK£2.36 | 1.3% +UK£30.2m | -1.7% | PE14.5x | |
| THG THG | UK£0.34 | 4.7% +UK£24.6m | 7.8% | PS0.3x |