Narrative Update • Jul 06

Over the last week, the Luxury has lost 1.8%. The industry has fallen 14% in the last year. As for the next few years, earnings are expected to grow by 29% per annum.
Has the U.K. Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | UK£6.1b | UK£4.3b | UK£134.0m | 52.9x | 45.5x | 1.4x |
| Fri, 19 Jun 2026 | UK£6.3b | UK£4.3b | UK£133.9m | 29.4x | 47.3x | 1.5x |
| Sun, 17 May 2026 | UK£6.0b | UK£4.3b | UK£124.6m | 39.4x | 48.1x | 1.4x |
| Tue, 14 Apr 2026 | UK£6.3b | UK£4.3b | UK£75.4m | 29.4x | 83.7x | 1.5x |
| Thu, 12 Mar 2026 | UK£6.2b | UK£4.3b | UK£75.9m | 29.8x | 81.5x | 1.4x |
| Sat, 07 Feb 2026 | UK£6.6b | UK£4.3b | UK£49.0m | 34.8x | 134.7x | 1.5x |
| Mon, 05 Jan 2026 | UK£7.1b | UK£4.3b | UK£49.7m | 36.5x | 142.4x | 1.6x |
| Wed, 03 Dec 2025 | UK£6.4b | UK£4.4b | UK£51.0m | 35.8x | 125.9x | 1.5x |
| Fri, 31 Oct 2025 | UK£7.1b | UK£4.4b | -UK£7,217,914.00 | 111x | -979x | 1.6x |
| Sun, 28 Sep 2025 | UK£6.6b | UK£4.4b | -UK£8,468,863.00 | 114.1x | -780.1x | 1.5x |
| Tue, 26 Aug 2025 | UK£6.8b | UK£4.4b | -UK£8,981,492.00 | 109.9x | -752.3x | 1.5x |
| Thu, 24 Jul 2025 | UK£7.1b | UK£4.4b | -UK£9,271,786.00 | 98.9x | -761.6x | 1.6x |
| Sat, 21 Jun 2025 | UK£5.6b | UK£4.4b | -UK£10,292,392.00 | 79x | -542x | 1.3x |
| Mon, 19 May 2025 | UK£5.5b | UK£4.4b | UK£15.4m | 20.9x | 356.9x | 1.2x |
| Wed, 16 Apr 2025 | UK£4.0b | UK£4.6b | UK£128.6m | 40.5x | 31.4x | 0.9x |
| Fri, 14 Mar 2025 | UK£5.4b | UK£4.7b | UK£129.9m | 41.7x | 41.5x | 1.2x |
| Sun, 09 Feb 2025 | UK£6.5b | UK£4.7b | UK£147.8m | 43.1x | 43.8x | 1.4x |
| Tue, 07 Jan 2025 | UK£5.6b | UK£4.7b | UK£147.0m | 50.6x | 38.3x | 1.2x |
| Thu, 05 Dec 2024 | UK£5.4b | UK£4.6b | UK£145.9m | 53.7x | 37.3x | 1.2x |
| Sat, 02 Nov 2024 | UK£5.0b | UK£5.2b | UK£382.2m | 10.7x | 13.2x | 1x |
| Mon, 30 Sep 2024 | UK£4.8b | UK£5.1b | UK£379.6m | 9.4x | 12.6x | 0.9x |
| Wed, 28 Aug 2024 | UK£4.9b | UK£5.1b | UK£417.4m | 14.5x | 11.7x | 0.9x |
| Fri, 26 Jul 2024 | UK£4.7b | UK£5.1b | UK£407.2m | 12.7x | 11.5x | 0.9x |
| Sun, 23 Jun 2024 | UK£5.7b | UK£5.2b | UK£409.1m | 19.1x | 13.9x | 1.1x |
| Tue, 21 May 2024 | UK£6.1b | UK£5.3b | UK£442.8m | 19.5x | 13.8x | 1.2x |
| Thu, 18 Apr 2024 | UK£6.1b | UK£5.4b | UK£629.1m | 16.7x | 9.7x | 1.1x |
| Sat, 16 Mar 2024 | UK£6.7b | UK£5.4b | UK£627.7m | 19.1x | 10.7x | 1.2x |
| Mon, 12 Feb 2024 | UK£6.6b | UK£5.5b | UK£600.3m | 22.7x | 11x | 1.2x |
| Wed, 10 Jan 2024 | UK£7.2b | UK£6.2b | UK£566.9m | 10.9x | 12.8x | 1.2x |
| Fri, 08 Dec 2023 | UK£7.7b | UK£6.2b | UK£568.8m | 11.6x | 13.6x | 1.2x |
| Sun, 05 Nov 2023 | UK£8.8b | UK£6.2b | UK£639.6m | 9.3x | 13.8x | 1.4x |
| Tue, 03 Oct 2023 | UK£10.0b | UK£6.2b | UK£640.4m | 10.6x | 15.5x | 1.6x |
| Thu, 31 Aug 2023 | UK£11.4b | UK£6.2b | UK£638.6m | 12x | 17.8x | 1.9x |
| Sat, 29 Jul 2023 | UK£11.3b | UK£6.2b | UK£657.5m | 11.5x | 17.2x | 1.8x |
17.2x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | 0.56% | |
| Consumer Discretionary | 0.50% | |
| Luxury | 2.03% | |
| Textiles | 2.75% | |
| Footwear | 2.61% | |
| Apparel, Accessories and Luxury Goods | 1.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BRBY Burberry Group | UK£10.87 | 1.6% +UK£62.7m | -18.5% | PE185.3x | |
| COA Coats Group | UK£0.77 | 2.7% +UK£39.2m | 3.6% | PE16.5x | |
| DOCS Dr. Martens | UK£0.75 | 2.6% +UK£18.2m | -6.7% | PE30x | |
| SOS Sosandar | UK£0.12 | 5.2% +UK£1.3m | 110.4% | PE75.8x | |
| MUL Mulberry Group | UK£1.37 | 0.7% +UK£701.6k | 48.1% | PS0.8x |