Narrative Update • Jun 15

Over the last 7 days, the Luxury industry has dropped 3.2%, driven by a pullback from Burberry Group of 3.5%. In the past year, the industry has gained 7.7%. Looking forward, earnings are forecast to grow by 30% annually.
Has the U.K. Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | UK£6.3b | UK£4.3b | UK£133.7m | 28.5x | 46.9x | 1.4x |
| Wed, 20 May 2026 | UK£6.2b | UK£4.3b | UK£124.1m | 42x | 50.3x | 1.4x |
| Fri, 17 Apr 2026 | UK£6.4b | UK£4.3b | UK£75.2m | 30.5x | 84.8x | 1.5x |
| Sun, 15 Mar 2026 | UK£6.0b | UK£4.3b | UK£77.2m | 29.1x | 77.7x | 1.4x |
| Tue, 10 Feb 2026 | UK£6.6b | UK£4.3b | UK£48.7m | 35.1x | 135.6x | 1.5x |
| Thu, 08 Jan 2026 | UK£7.2b | UK£4.3b | UK£49.6m | 37.4x | 145.3x | 1.7x |
| Sat, 06 Dec 2025 | UK£6.8b | UK£4.4b | UK£50.3m | 37.1x | 134.2x | 1.5x |
| Mon, 03 Nov 2025 | UK£6.9b | UK£4.4b | -UK£7,176,803.00 | 109.9x | -962.5x | 1.6x |
| Wed, 01 Oct 2025 | UK£6.7b | UK£4.4b | -UK£8,660,155.00 | 119.5x | -778.8x | 1.5x |
| Fri, 29 Aug 2025 | UK£7.1b | UK£4.4b | -UK£8,951,288.00 | 108.1x | -788.5x | 1.6x |
| Sun, 27 Jul 2025 | UK£7.2b | UK£4.4b | -UK£8,608,137.00 | 101.6x | -834.4x | 1.6x |
| Tue, 24 Jun 2025 | UK£5.5b | UK£4.4b | -UK£10,650,256.00 | 79x | -518.5x | 1.3x |
| Thu, 22 May 2025 | UK£5.4b | UK£4.4b | UK£14.7m | 20.3x | 366.2x | 1.2x |
| Sat, 19 Apr 2025 | UK£4.0b | UK£4.6b | UK£128.3m | 37.5x | 31.5x | 0.9x |
| Mon, 17 Mar 2025 | UK£5.2b | UK£4.7b | UK£130.0m | 43.1x | 40.3x | 1.1x |
| Wed, 12 Feb 2025 | UK£6.3b | UK£4.7b | UK£147.7m | 42.8x | 42.8x | 1.4x |
| Fri, 10 Jan 2025 | UK£5.6b | UK£4.7b | UK£148.5m | 47.5x | 37.5x | 1.2x |
| Sun, 08 Dec 2024 | UK£5.6b | UK£4.6b | UK£145.7m | 54x | 38.2x | 1.2x |
| Tue, 05 Nov 2024 | UK£5.2b | UK£5.2b | UK£382.0m | 11.2x | 13.6x | 1x |
| Thu, 03 Oct 2024 | UK£4.6b | UK£5.1b | UK£380.1m | 8.9x | 12.2x | 0.9x |
| Sat, 31 Aug 2024 | UK£4.7b | UK£5.2b | UK£418.1m | 14.3x | 11.4x | 0.9x |
| Mon, 29 Jul 2024 | UK£4.8b | UK£5.1b | UK£407.1m | 12.9x | 11.8x | 0.9x |
| Wed, 26 Jun 2024 | UK£5.6b | UK£5.2b | UK£408.9m | 19.1x | 13.7x | 1.1x |
| Fri, 24 May 2024 | UK£6.1b | UK£5.3b | UK£442.9m | 19.1x | 13.7x | 1.2x |
| Sun, 21 Apr 2024 | UK£6.0b | UK£5.5b | UK£629.6m | 18.2x | 9.6x | 1.1x |
| Tue, 19 Mar 2024 | UK£6.7b | UK£5.4b | UK£627.7m | 18.8x | 10.6x | 1.2x |
| Thu, 15 Feb 2024 | UK£6.7b | UK£5.5b | UK£600.5m | 21.1x | 11.2x | 1.2x |
| Sat, 13 Jan 2024 | UK£6.8b | UK£6.2b | UK£566.8m | 10.1x | 12.1x | 1.1x |
| Mon, 11 Dec 2023 | UK£7.8b | UK£6.2b | UK£568.8m | 11.9x | 13.8x | 1.3x |
| Wed, 08 Nov 2023 | UK£8.7b | UK£6.2b | UK£639.9m | 9.2x | 13.5x | 1.4x |
| Fri, 06 Oct 2023 | UK£9.5b | UK£6.2b | UK£640.3m | 10.4x | 14.8x | 1.5x |
| Sun, 03 Sep 2023 | UK£11.2b | UK£6.2b | UK£639.0m | 12.1x | 17.6x | 1.8x |
| Tue, 01 Aug 2023 | UK£11.4b | UK£6.2b | UK£657.6m | 11.8x | 17.3x | 1.8x |
| Thu, 29 Jun 2023 | UK£10.8b | UK£6.2b | UK£657.7m | 10.3x | 16.4x | 1.7x |
16.4x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -1.12% | |
| Consumer Discretionary | -2.14% | |
| Luxury | -3.22% | |
| Textiles | -1.94% | |
| Apparel, Accessories and Luxury Goods | -3.47% | |
| Footwear | -4.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MUL Mulberry Group | UK£1.32 | 4.4% +UK£3.9m | 31.5% | PS0.8x |