Narrative Update • Jul 07

In the last week, the Broadline Retail industry is up 3.4%, with all of the companies up. This means that the industry has gained 25% over the past year. Earnings are forecast to grow by 7.5% annually.
Has the U.K. Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 29 Aug 2026 | UK£20.7b | UK£14.4b | UK£988.8m | 17.3x | 21x | 1.4x |
| Mon, 27 Jul 2026 | UK£19.5b | UK£14.4b | UK£988.8m | 16x | 19.7x | 1.4x |
| Wed, 24 Jun 2026 | UK£18.7b | UK£14.4b | UK£988.8m | 14.9x | 19x | 1.3x |
| Fri, 22 May 2026 | UK£17.2b | UK£14.3b | UK£1.1b | 11.9x | 16.1x | 1.2x |
| Sun, 19 Apr 2026 | UK£18.0b | UK£14.3b | UK£1.1b | 12.4x | 16.7x | 1.3x |
| Tue, 17 Mar 2026 | UK£17.1b | UK£13.8b | UK£857.8m | 13x | 20x | 1.2x |
| Thu, 12 Feb 2026 | UK£17.2b | UK£13.8b | UK£857.8m | 13x | 20x | 1.2x |
| Sat, 10 Jan 2026 | UK£19.2b | UK£13.8b | UK£857.8m | 14x | 22.3x | 1.4x |
| Mon, 08 Dec 2025 | UK£18.7b | UK£13.8b | UK£857.8m | 13.7x | 21.8x | 1.4x |
| Wed, 05 Nov 2025 | UK£18.8b | UK£13.7b | UK£927.8m | 13.1x | 20.3x | 1.4x |
| Fri, 03 Oct 2025 | UK£17.6b | UK£13.7b | UK£927.8m | 13.2x | 19x | 1.3x |
| Sun, 31 Aug 2025 | UK£16.7b | UK£13.4b | UK£874.6m | 13.2x | 19.1x | 1.2x |
| Tue, 29 Jul 2025 | UK£16.9b | UK£13.4b | UK£874.6m | 13.2x | 19.3x | 1.3x |
| Thu, 26 Jun 2025 | UK£17.7b | UK£13.4b | UK£874.6m | 14.2x | 20.2x | 1.3x |
| Sat, 24 May 2025 | UK£18.7b | UK£13.4b | UK£881.6m | 15.4x | 21.3x | 1.4x |
| Mon, 21 Apr 2025 | UK£17.7b | UK£13.7b | UK£823.9m | 14.5x | 21.4x | 1.3x |
| Wed, 19 Mar 2025 | UK£14.8b | UK£13.4b | UK£891.2m | 11.4x | 16.6x | 1.1x |
| Fri, 14 Feb 2025 | UK£15.5b | UK£13.4b | UK£891.2m | 12.2x | 17.4x | 1.2x |
| Sun, 12 Jan 2025 | UK£14.7b | UK£13.4b | UK£891.2m | 11.7x | 16.5x | 1.1x |
| Tue, 10 Dec 2024 | UK£16.6b | UK£13.4b | UK£888.1m | 13.2x | 18.7x | 1.2x |
| Thu, 07 Nov 2024 | UK£16.3b | UK£13.3b | UK£929.1m | 12.6x | 17.5x | 1.2x |
| Sat, 05 Oct 2024 | UK£16.7b | UK£13.3b | UK£929.1m | 13x | 18x | 1.3x |
| Mon, 02 Sep 2024 | UK£17.4b | UK£13.0b | UK£916.2m | 13.6x | 19x | 1.3x |
| Wed, 31 Jul 2024 | UK£16.4b | UK£13.0b | UK£915.4m | 13.1x | 17.9x | 1.3x |
| Fri, 28 Jun 2024 | UK£16.2b | UK£13.0b | UK£915.4m | 12.9x | 17.7x | 1.2x |
| Sun, 26 May 2024 | UK£17.8b | UK£12.8b | UK£903.4m | 14.8x | 19.7x | 1.4x |
| Tue, 23 Apr 2024 | UK£16.5b | UK£12.8b | UK£903.4m | 13.8x | 18.3x | 1.3x |
| Thu, 21 Mar 2024 | UK£16.3b | UK£12.6b | UK£487.8m | 14.7x | 33.4x | 1.3x |
| Sat, 17 Feb 2024 | UK£16.3b | UK£12.6b | UK£487.8m | 14.5x | 33.3x | 1.3x |
| Mon, 15 Jan 2024 | UK£16.9b | UK£12.6b | UK£487.8m | 15.4x | 34.7x | 1.3x |
| Wed, 13 Dec 2023 | UK£16.9b | UK£12.6b | UK£488.7m | 15.4x | 34.6x | 1.3x |
| Fri, 10 Nov 2023 | UK£15.1b | UK£12.3b | UK£481.7m | 13.9x | 31.4x | 1.2x |
| Sun, 08 Oct 2023 | UK£15.4b | UK£12.3b | UK£481.7m | 14.5x | 31.9x | 1.3x |
| Tue, 05 Sep 2023 | UK£15.4b | UK£12.3b | UK£515.2m | 14.1x | 30x | 1.3x |
30x
How does U.K. Broadline Retail compare with similar industries?
| GB Market | 0.12% | |
| Consumer Discretionary | 0.65% | |
| General Merchandise and Department Stores | 1.76% | |
| Broadline Retail | 1.76% | |
| 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£155.75 | 1.9% +UK£331.0m | 30.3% | PE20x | |
| THG THG | UK£0.35 | 2.8% +UK£15.4m | 21.2% | PS0.3x | |
| BME B&M European Value Retail | UK£2.38 | 0.5% +UK£12.1m | -1.3% | PE14.6x |