Narrative Update • Jul 07

In the last week, the Broadline Retail industry is up 2.3%, with all of the companies up. This takes the industry's 12 month performance to a gain of 21%. Earnings are forecast to grow by 7.7% annually.
Has the U.K. Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | UK£20.9b | UK£14.4b | UK£988.8m | 17.6x | 21.1x | 1.5x |
| Fri, 24 Jul 2026 | UK£19.4b | UK£14.4b | UK£988.8m | 15.9x | 19.6x | 1.3x |
| Sun, 21 Jun 2026 | UK£18.5b | UK£14.4b | UK£988.8m | 14.8x | 18.8x | 1.3x |
| Tue, 19 May 2026 | UK£16.7b | UK£14.3b | UK£1.1b | 11.4x | 15.5x | 1.2x |
| Thu, 16 Apr 2026 | UK£17.7b | UK£14.3b | UK£1.1b | 12.1x | 16.5x | 1.2x |
| Sat, 14 Mar 2026 | UK£17.1b | UK£13.8b | UK£857.8m | 13x | 20x | 1.2x |
| Mon, 09 Feb 2026 | UK£17.3b | UK£13.8b | UK£857.8m | 13x | 20.2x | 1.3x |
| Wed, 07 Jan 2026 | UK£18.9b | UK£13.8b | UK£857.8m | 13.7x | 22.1x | 1.4x |
| Fri, 05 Dec 2025 | UK£18.8b | UK£13.8b | UK£857.8m | 13.8x | 21.9x | 1.4x |
| Sun, 02 Nov 2025 | UK£19.1b | UK£13.7b | UK£927.8m | 13.3x | 20.6x | 1.4x |
| Tue, 30 Sep 2025 | UK£17.4b | UK£13.7b | UK£927.8m | 13.1x | 18.8x | 1.3x |
| Thu, 28 Aug 2025 | UK£17.1b | UK£13.4b | UK£874.6m | 13.5x | 19.5x | 1.3x |
| Sat, 26 Jul 2025 | UK£17.0b | UK£13.4b | UK£874.6m | 13.3x | 19.4x | 1.3x |
| Mon, 23 Jun 2025 | UK£17.4b | UK£13.4b | UK£874.6m | 14x | 19.9x | 1.3x |
| Wed, 21 May 2025 | UK£18.8b | UK£13.4b | UK£881.6m | 15.5x | 21.3x | 1.4x |
| Fri, 18 Apr 2025 | UK£17.7b | UK£13.7b | UK£823.9m | 14.5x | 21.5x | 1.3x |
| Sun, 16 Mar 2025 | UK£14.4b | UK£13.4b | UK£891.2m | 11.1x | 16.2x | 1.1x |
| Tue, 11 Feb 2025 | UK£15.3b | UK£13.4b | UK£891.2m | 12.1x | 17.2x | 1.1x |
| Thu, 09 Jan 2025 | UK£15.5b | UK£13.4b | UK£891.2m | 12.5x | 17.4x | 1.2x |
| Sat, 07 Dec 2024 | UK£16.8b | UK£13.4b | UK£888.1m | 13.3x | 18.9x | 1.3x |
| Mon, 04 Nov 2024 | UK£16.4b | UK£13.3b | UK£929.1m | 12.7x | 17.7x | 1.2x |
| Wed, 02 Oct 2024 | UK£16.6b | UK£13.3b | UK£929.1m | 13x | 17.9x | 1.2x |
| Fri, 30 Aug 2024 | UK£17.3b | UK£13.0b | UK£916.2m | 13.6x | 18.9x | 1.3x |
| Sun, 28 Jul 2024 | UK£16.1b | UK£13.0b | UK£915.4m | 12.9x | 17.6x | 1.2x |
| Tue, 25 Jun 2024 | UK£16.7b | UK£13.0b | UK£915.4m | 13.3x | 18.2x | 1.3x |
| Thu, 23 May 2024 | UK£17.7b | UK£12.8b | UK£903.4m | 14.8x | 19.6x | 1.4x |
| Sat, 20 Apr 2024 | UK£16.7b | UK£12.8b | UK£903.4m | 14x | 18.5x | 1.3x |
| Mon, 18 Mar 2024 | UK£16.4b | UK£12.6b | UK£487.8m | 14.9x | 33.7x | 1.3x |
| Wed, 14 Feb 2024 | UK£15.7b | UK£12.6b | UK£487.8m | 14x | 32.1x | 1.2x |
| Fri, 12 Jan 2024 | UK£16.7b | UK£12.6b | UK£487.8m | 15.1x | 34.2x | 1.3x |
| Sun, 10 Dec 2023 | UK£16.9b | UK£12.6b | UK£488.7m | 15.5x | 34.5x | 1.3x |
| Tue, 07 Nov 2023 | UK£15.0b | UK£12.3b | UK£481.7m | 13.8x | 31.1x | 1.2x |
| Thu, 05 Oct 2023 | UK£15.5b | UK£12.3b | UK£481.7m | 13.9x | 32.1x | 1.3x |
| Sat, 02 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 | 1.70% | |
| Consumer Discretionary | 0.30% | |
| General Merchandise and Department Stores | 4.70% | |
| Broadline Retail | 4.70% | |
| 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£156.55 | 3.8% +UK£650.7m | 28.4% | PE20.1x | |
| BME B&M European Value Retail | UK£2.46 | 2.7% +UK£64.3m | 1.1% | PE15.1x | |
| THG THG | UK£0.35 | 5.2% +UK£28.2m | 16.5% | PS0.3x |