Narrative Update • Jun 01

Over the last 7 days, the Luxury industry has dropped 4.3%, driven by a pullback from Burberry Group of 5.1%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 29% annually.
Has the U.K. Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | UK£6.2b | UK£4.3b | UK£133.0m | 29.1x | 46.6x | 1.4x |
| Thu, 07 May 2026 | UK£6.6b | UK£4.3b | UK£74.8m | 29.3x | 88.6x | 1.5x |
| Sat, 04 Apr 2026 | UK£6.1b | UK£4.3b | UK£77.4m | 28.8x | 78.7x | 1.4x |
| Mon, 02 Mar 2026 | UK£6.7b | UK£4.3b | UK£49.6m | 36.3x | 134.6x | 1.5x |
| Wed, 28 Jan 2026 | UK£6.5b | UK£4.3b | UK£48.2m | 34.8x | 135.5x | 1.5x |
| Fri, 26 Dec 2025 | UK£6.8b | UK£4.3b | UK£49.4m | 36.5x | 138.1x | 1.6x |
| Sun, 23 Nov 2025 | UK£6.3b | UK£4.4b | UK£51.8m | 35.1x | 120.8x | 1.4x |
| Tue, 21 Oct 2025 | UK£6.9b | UK£4.4b | -UK£8,482,287.00 | 110.8x | -810x | 1.6x |
| Thu, 18 Sep 2025 | UK£6.5b | UK£4.4b | -UK£9,520,969.00 | 113.4x | -678.7x | 1.5x |
| Sat, 16 Aug 2025 | UK£6.1b | UK£4.4b | -UK£9,149,292.00 | 91.7x | -665.1x | 1.4x |
| Mon, 14 Jul 2025 | UK£6.4b | UK£4.4b | -UK£10,518,072.00 | 74.4x | -612.6x | 1.5x |
| Wed, 11 Jun 2025 | UK£6.0b | UK£4.4b | -UK£10,536,610.00 | 81.3x | -565x | 1.4x |
| Fri, 09 May 2025 | UK£4.4b | UK£4.6b | UK£128.5m | 38.7x | 34.6x | 1x |
| Sun, 06 Apr 2025 | UK£3.9b | UK£4.7b | UK£130.3m | 39.8x | 30.3x | 0.8x |
| Tue, 04 Mar 2025 | UK£6.0b | UK£4.6b | UK£145.9m | 36.3x | 41.2x | 1.3x |
| Thu, 30 Jan 2025 | UK£6.2b | UK£4.7b | UK£147.6m | 42.2x | 41.8x | 1.3x |
| Sat, 28 Dec 2024 | UK£5.7b | UK£4.6b | UK£146.7m | 50.4x | 38.8x | 1.2x |
| Mon, 25 Nov 2024 | UK£5.3b | UK£4.7b | UK£186.1m | 19.2x | 28.3x | 1.1x |
| Wed, 23 Oct 2024 | UK£4.7b | UK£5.2b | UK£381.8m | 9.3x | 12.2x | 0.9x |
| Fri, 20 Sep 2024 | UK£4.6b | UK£5.1b | UK£417.3m | 13.8x | 11x | 0.9x |
| Sun, 18 Aug 2024 | UK£4.8b | UK£5.2b | UK£419.2m | 13.7x | 11.6x | 0.9x |
| Tue, 16 Jul 2024 | UK£4.8b | UK£5.1b | UK£407.5m | 15.8x | 11.9x | 0.9x |
| Thu, 13 Jun 2024 | UK£5.8b | UK£5.1b | UK£408.3m | 19.1x | 14.2x | 1.1x |
| Sat, 11 May 2024 | UK£6.4b | UK£5.4b | UK£628.7m | 17.8x | 10.2x | 1.2x |
| Mon, 08 Apr 2024 | UK£6.4b | UK£5.4b | UK£628.2m | 17.8x | 10.2x | 1.2x |
| Wed, 06 Mar 2024 | UK£6.6b | UK£5.5b | UK£600.1m | 20.3x | 11x | 1.2x |
| Fri, 02 Feb 2024 | UK£6.9b | UK£6.2b | UK£566.8m | 10.1x | 12.1x | 1.1x |
| Sun, 31 Dec 2023 | UK£7.5b | UK£6.2b | UK£566.8m | 11.1x | 13.2x | 1.2x |
| Tue, 28 Nov 2023 | UK£7.9b | UK£6.2b | UK£603.9m | 8.4x | 13x | 1.3x |
| Thu, 26 Oct 2023 | UK£8.8b | UK£6.2b | UK£640.4m | 8.8x | 13.7x | 1.4x |
| Sat, 23 Sep 2023 | UK£10.5b | UK£6.2b | UK£640.0m | 11.2x | 16.4x | 1.7x |
| Mon, 21 Aug 2023 | UK£11.1b | UK£6.2b | UK£638.5m | 11.8x | 17.4x | 1.8x |
| Wed, 19 Jul 2023 | UK£10.8b | UK£6.2b | UK£656.7m | 11x | 16.4x | 1.7x |
| Fri, 16 Jun 2023 | UK£11.3b | UK£6.2b | UK£653.6m | 15.9x | 17.4x | 1.8x |
17.4x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -0.021% | |
| Consumer Discretionary | 1.74% | |
| Luxury | -3.59% | |
| Footwear | -1.11% | |
| Textiles | -1.38% | |
| Apparel, Accessories and Luxury Goods | -4.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SOS Sosandar | UK£0.11 | 2.4% +UK£556.0k | 22.9% | PS0.6x |