Narrative Update • Aug 05

Over the last 7 days, the Broadline Retail industry has risen 2.9%, driven by gains from every company within the industry. This means that the industry has gained 25% over the past year. Looking forward, 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, 08 Aug 2026 | UK£20.8b | UK£14.4b | UK£988.8m | 17.3x | 21.1x | 1.4x |
| Mon, 06 Jul 2026 | UK£19.1b | UK£14.4b | UK£988.8m | 15.3x | 19.3x | 1.3x |
| Wed, 03 Jun 2026 | UK£17.4b | UK£14.3b | UK£1.1b | 11.9x | 16.2x | 1.2x |
| Fri, 01 May 2026 | UK£17.1b | UK£14.3b | UK£1.1b | 11.8x | 16x | 1.2x |
| Sun, 29 Mar 2026 | UK£16.3b | UK£13.8b | UK£978.0m | 12.2x | 16.7x | 1.2x |
| Tue, 24 Feb 2026 | UK£17.7b | UK£13.8b | UK£857.8m | 13.4x | 20.6x | 1.3x |
| Thu, 22 Jan 2026 | UK£18.2b | UK£13.8b | UK£857.8m | 13.5x | 21.3x | 1.3x |
| Sat, 20 Dec 2025 | UK£18.2b | UK£13.8b | UK£857.8m | 13.3x | 21.2x | 1.3x |
| Mon, 17 Nov 2025 | UK£18.7b | UK£13.8b | UK£857.8m | 13.7x | 21.8x | 1.4x |
| Wed, 15 Oct 2025 | UK£17.5b | UK£13.7b | UK£927.8m | 12.8x | 18.9x | 1.3x |
| Fri, 12 Sep 2025 | UK£17.0b | UK£13.4b | UK£874.6m | 13.4x | 19.4x | 1.3x |
| Sun, 10 Aug 2025 | UK£16.4b | UK£13.4b | UK£874.6m | 12.8x | 18.8x | 1.2x |
| Tue, 08 Jul 2025 | UK£17.3b | UK£13.4b | UK£874.6m | 13.9x | 19.8x | 1.3x |
| Thu, 05 Jun 2025 | UK£18.2b | UK£13.4b | UK£874.6m | 14.7x | 20.8x | 1.4x |
| Sat, 03 May 2025 | UK£18.2b | UK£13.5b | UK£879.9m | 15.1x | 20.7x | 1.4x |
| Mon, 31 Mar 2025 | UK£16.0b | UK£13.7b | UK£823.9m | 12.9x | 19.4x | 1.2x |
| Wed, 26 Feb 2025 | UK£14.9b | UK£13.4b | UK£891.2m | 11.6x | 16.8x | 1.1x |
| Fri, 24 Jan 2025 | UK£14.8b | UK£13.4b | UK£891.2m | 11.8x | 16.7x | 1.1x |
| Sun, 22 Dec 2024 | UK£15.9b | UK£13.4b | UK£888.1m | 12.8x | 17.9x | 1.2x |
| Tue, 19 Nov 2024 | UK£15.3b | UK£13.4b | UK£888.1m | 12.3x | 17.2x | 1.1x |
| Thu, 17 Oct 2024 | UK£17.2b | UK£13.3b | UK£929.1m | 13.3x | 18.5x | 1.3x |
| Sat, 14 Sep 2024 | UK£17.4b | UK£13.0b | UK£916.2m | 13.5x | 19x | 1.3x |
| Mon, 12 Aug 2024 | UK£16.7b | UK£13.0b | UK£915.4m | 13.3x | 18.3x | 1.3x |
| Wed, 10 Jul 2024 | UK£15.7b | UK£13.0b | UK£915.4m | 12.5x | 17.1x | 1.2x |
| Fri, 07 Jun 2024 | UK£17.1b | UK£13.0b | UK£915.4m | 13.7x | 18.7x | 1.3x |
| Sun, 05 May 2024 | UK£17.1b | UK£12.8b | UK£903.4m | 14.2x | 18.9x | 1.3x |
| Tue, 02 Apr 2024 | UK£17.5b | UK£12.9b | UK£585.1m | 14.7x | 29.9x | 1.4x |
| Thu, 29 Feb 2024 | UK£16.1b | UK£12.6b | UK£487.8m | 14.5x | 33.1x | 1.3x |
| Sat, 27 Jan 2024 | UK£16.6b | UK£12.6b | UK£487.8m | 14.9x | 34x | 1.3x |
| Mon, 25 Dec 2023 | UK£16.7b | UK£12.6b | UK£488.7m | 15.1x | 34.2x | 1.3x |
| Wed, 22 Nov 2023 | UK£15.7b | UK£12.6b | UK£488.7m | 14.2x | 32.2x | 1.3x |
| Fri, 20 Oct 2023 | UK£14.9b | UK£12.3b | UK£481.7m | 14x | 30.8x | 1.2x |
| Sun, 17 Sep 2023 | UK£15.3b | UK£12.2b | UK£488.4m | 14.4x | 31.4x | 1.3x |
| Tue, 15 Aug 2023 | UK£15.2b | UK£12.3b | UK£513.5m | 13.9x | 29.6x | 1.2x |
29.6x
How does U.K. Broadline Retail compare with similar industries?
| GB Market | 0.89% | |
| Consumer Discretionary | 2.59% | |
| General Merchandise and Department Stores | 5.77% | |
| Broadline Retail | 5.77% | |
| 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£156.85 | 5.7% +UK£958.9m | 33.7% | PE20.2x | |
| BME B&M European Value Retail | UK£2.35 | 5.6% +UK£124.6m | 4.4% | PE14.4x | |
| THG THG | UK£0.34 | 10.6% +UK£52.8m | -6.2% | PS0.3x |