Narrative Update • Jul 07

Over the last 7 days, the Broadline Retail industry has dropped 3.5%, driven by a pullback from NEXT of 3.8%. This takes the industry's 12 month performance to a gain of 20%. 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 |
|---|---|---|---|---|---|---|
| Thu, 20 Aug 2026 | UK£20.2b | UK£14.4b | UK£988.8m | 17x | 20.4x | 1.4x |
| Sat, 18 Jul 2026 | UK£19.5b | UK£14.4b | UK£988.8m | 15.6x | 19.7x | 1.4x |
| Mon, 15 Jun 2026 | UK£19.0b | UK£14.4b | UK£988.8m | 15.4x | 19.2x | 1.3x |
| Wed, 13 May 2026 | UK£16.5b | UK£14.3b | UK£1.1b | 11.4x | 15.4x | 1.2x |
| Fri, 10 Apr 2026 | UK£17.7b | UK£14.3b | UK£1.1b | 12.4x | 16.5x | 1.2x |
| Sun, 08 Mar 2026 | UK£17.4b | UK£13.8b | UK£857.8m | 13.1x | 20.3x | 1.3x |
| Tue, 03 Feb 2026 | UK£18.0b | UK£13.8b | UK£857.8m | 13.4x | 21x | 1.3x |
| Thu, 01 Jan 2026 | UK£18.3b | UK£13.8b | UK£857.8m | 13.4x | 21.4x | 1.3x |
| Sat, 29 Nov 2025 | UK£18.7b | UK£13.8b | UK£857.8m | 13.8x | 21.8x | 1.4x |
| Mon, 27 Oct 2025 | UK£18.1b | UK£13.7b | UK£927.8m | 12.7x | 19.5x | 1.3x |
| Wed, 24 Sep 2025 | UK£17.1b | UK£13.7b | UK£927.8m | 12.9x | 18.5x | 1.3x |
| Fri, 22 Aug 2025 | UK£17.0b | UK£13.4b | UK£874.6m | 13.4x | 19.4x | 1.3x |
| Sun, 20 Jul 2025 | UK£17.2b | UK£13.4b | UK£874.6m | 13.5x | 19.6x | 1.3x |
| Tue, 17 Jun 2025 | UK£17.6b | UK£13.4b | UK£874.6m | 14x | 20.1x | 1.3x |
| Thu, 15 May 2025 | UK£18.2b | UK£13.4b | UK£881.6m | 15x | 20.7x | 1.4x |
| Sat, 12 Apr 2025 | UK£16.7b | UK£13.7b | UK£823.9m | 13.6x | 20.3x | 1.2x |
| Mon, 10 Mar 2025 | UK£14.8b | UK£13.4b | UK£891.2m | 11.4x | 16.6x | 1.1x |
| Wed, 05 Feb 2025 | UK£15.1b | UK£13.4b | UK£891.2m | 12x | 17x | 1.1x |
| Fri, 03 Jan 2025 | UK£15.7b | UK£13.4b | UK£891.2m | 12.6x | 17.6x | 1.2x |
| Sun, 01 Dec 2024 | UK£16.1b | UK£13.4b | UK£888.1m | 12.8x | 18.2x | 1.2x |
| Tue, 29 Oct 2024 | UK£16.7b | UK£13.3b | UK£929.1m | 12.9x | 18x | 1.3x |
| Thu, 26 Sep 2024 | UK£16.9b | UK£13.3b | UK£929.1m | 13.2x | 18.2x | 1.3x |
| Sat, 24 Aug 2024 | UK£17.5b | UK£13.0b | UK£916.2m | 13.8x | 19.1x | 1.3x |
| Mon, 22 Jul 2024 | UK£16.1b | UK£13.0b | UK£915.4m | 12.9x | 17.6x | 1.2x |
| Wed, 19 Jun 2024 | UK£16.5b | UK£13.0b | UK£915.4m | 13.2x | 18x | 1.3x |
| Fri, 17 May 2024 | UK£17.8b | UK£12.8b | UK£903.4m | 14.8x | 19.7x | 1.4x |
| Sun, 14 Apr 2024 | UK£16.7b | UK£12.8b | UK£903.4m | 13.9x | 18.5x | 1.3x |
| Tue, 12 Mar 2024 | UK£16.4b | UK£12.6b | UK£487.8m | 14.9x | 33.6x | 1.3x |
| Thu, 08 Feb 2024 | UK£15.9b | UK£12.6b | UK£487.8m | 14.2x | 32.6x | 1.3x |
| Sat, 06 Jan 2024 | UK£16.7b | UK£12.6b | UK£487.8m | 15x | 34.2x | 1.3x |
| Mon, 04 Dec 2023 | UK£16.7b | UK£12.6b | UK£488.7m | 15.2x | 34.1x | 1.3x |
| Wed, 01 Nov 2023 | UK£14.6b | UK£12.3b | UK£481.7m | 13.5x | 30.2x | 1.2x |
| Fri, 29 Sep 2023 | UK£15.5b | UK£12.3b | UK£481.7m | 14.6x | 32.2x | 1.3x |
| Sun, 27 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 | -0.83% | |
| Consumer Discretionary | -1.89% | |
| General Merchandise and Department Stores | -1.20% | |
| Broadline Retail | -1.20% | |
| 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£2.39 | 0.9% +UK£22.1m | 1.9% | PE14.7x | |
| THG THG | UK£0.33 | 2.5% +UK£13.5m | 12.0% | PS0.3x |