Narrative Update • Jul 07

In the last week, the Broadline Retail industry is up 5.4%, with all of the companies up. This takes the industry's 12 month performance to a gain of 28%. As for the next few years, earnings are expected to grow by 7.7% 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, 11 Aug 2026 | UK£20.7b | UK£14.4b | UK£988.8m | 17.1x | 21x | 1.4x |
| Thu, 09 Jul 2026 | UK£18.7b | UK£14.4b | UK£988.8m | 15.1x | 18.9x | 1.3x |
| Sat, 06 Jun 2026 | UK£18.3b | UK£14.4b | UK£988.8m | 15.2x | 18.5x | 1.3x |
| Mon, 04 May 2026 | UK£17.2b | UK£14.3b | UK£1.1b | 11.9x | 16.1x | 1.2x |
| Wed, 01 Apr 2026 | UK£16.7b | UK£14.3b | UK£1.1b | 11.6x | 15.6x | 1.2x |
| Fri, 27 Feb 2026 | UK£17.8b | UK£13.8b | UK£857.8m | 13.5x | 20.8x | 1.3x |
| Sun, 25 Jan 2026 | UK£17.9b | UK£13.8b | UK£857.8m | 13.1x | 20.9x | 1.3x |
| Tue, 23 Dec 2025 | UK£18.1b | UK£13.8b | UK£857.8m | 13.2x | 21.1x | 1.3x |
| Thu, 20 Nov 2025 | UK£18.3b | UK£13.8b | UK£857.8m | 13.5x | 21.4x | 1.3x |
| Sat, 18 Oct 2025 | UK£18.1b | UK£13.7b | UK£927.8m | 13.1x | 19.6x | 1.3x |
| Mon, 15 Sep 2025 | UK£16.9b | UK£13.4b | UK£871.2m | 13.3x | 19.4x | 1.3x |
| Wed, 13 Aug 2025 | UK£16.3b | UK£13.4b | UK£874.6m | 12.8x | 18.7x | 1.2x |
| Fri, 11 Jul 2025 | UK£17.4b | UK£13.4b | UK£874.6m | 13.8x | 19.9x | 1.3x |
| Sun, 08 Jun 2025 | UK£18.3b | UK£13.4b | UK£874.6m | 14.8x | 20.9x | 1.4x |
| Tue, 06 May 2025 | UK£18.2b | UK£13.5b | UK£879.9m | 15.1x | 20.7x | 1.4x |
| Thu, 03 Apr 2025 | UK£16.4b | UK£13.7b | UK£823.9m | 13.2x | 19.9x | 1.2x |
| Sat, 01 Mar 2025 | UK£15.0b | UK£13.4b | UK£891.2m | 11.6x | 16.8x | 1.1x |
| Mon, 27 Jan 2025 | UK£14.6b | UK£13.4b | UK£891.2m | 11.7x | 16.4x | 1.1x |
| Wed, 25 Dec 2024 | UK£16.0b | UK£13.4b | UK£888.1m | 12.9x | 18x | 1.2x |
| Fri, 22 Nov 2024 | UK£15.3b | UK£13.4b | UK£888.1m | 12.3x | 17.3x | 1.1x |
| Sun, 20 Oct 2024 | UK£17.0b | UK£13.3b | UK£929.1m | 13.1x | 18.3x | 1.3x |
| Tue, 17 Sep 2024 | UK£17.5b | UK£13.0b | UK£916.2m | 13.5x | 19.1x | 1.3x |
| Thu, 15 Aug 2024 | UK£16.9b | UK£13.0b | UK£915.4m | 13.3x | 18.5x | 1.3x |
| Sat, 13 Jul 2024 | UK£16.3b | UK£13.0b | UK£915.4m | 12.9x | 17.8x | 1.2x |
| Mon, 10 Jun 2024 | UK£17.0b | UK£13.0b | UK£915.4m | 13.7x | 18.6x | 1.3x |
| Wed, 08 May 2024 | UK£17.1b | UK£12.8b | UK£903.4m | 14.3x | 19x | 1.3x |
| Fri, 05 Apr 2024 | UK£16.9b | UK£12.9b | UK£585.1m | 14.2x | 28.9x | 1.3x |
| Sun, 03 Mar 2024 | UK£16.3b | UK£12.6b | UK£487.8m | 14.7x | 33.4x | 1.3x |
| Tue, 30 Jan 2024 | UK£16.5b | UK£12.6b | UK£487.8m | 14.8x | 33.9x | 1.3x |
| Thu, 28 Dec 2023 | UK£16.6b | UK£12.6b | UK£488.7m | 14.9x | 34x | 1.3x |
| Sat, 25 Nov 2023 | UK£15.9b | UK£12.6b | UK£488.7m | 14.4x | 32.6x | 1.3x |
| Mon, 23 Oct 2023 | UK£14.5b | UK£12.3b | UK£481.7m | 13.6x | 30.2x | 1.2x |
| Wed, 20 Sep 2023 | UK£14.9b | UK£12.2b | UK£488.4m | 14x | 30.6x | 1.2x |
| Fri, 18 Aug 2023 | UK£15.2b | UK£12.3b | UK£513.5m | 14x | 29.7x | 1.2x |
29.7x
How does U.K. Broadline Retail compare with similar industries?
| GB Market | 0.54% | |
| Consumer Discretionary | 0.49% | |
| General Merchandise and Department Stores | 4.62% | |
| Broadline Retail | 4.62% | |
| 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£156.30 | 4.9% +UK£833.3m | 33.2% | PE20.1x | |
| THG THG | UK£0.34 | 10.2% +UK£51.5m | -0.8% | PS0.3x | |
| BME B&M European Value Retail | UK£2.31 | 1.3% +UK£30.2m | 3.6% | PE14.2x |