Narrative Update • Jun 09

Over the last 7 days, the Luxury industry has remained flat, although notably Dr. Martens gained 3.4%. Furthermore, the industry has been flat for the past year as well. 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 |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | UK£6.2b | UK£4.3b | UK£132.7m | 30.1x | 47.1x | 1.4x |
| Sat, 09 May 2026 | UK£6.6b | UK£4.3b | UK£74.6m | 29.8x | 88.7x | 1.5x |
| Mon, 06 Apr 2026 | UK£6.1b | UK£4.3b | UK£77.4m | 28.8x | 78.7x | 1.4x |
| Wed, 04 Mar 2026 | UK£6.2b | UK£4.4b | UK£50.3m | 33.8x | 122.6x | 1.4x |
| Fri, 30 Jan 2026 | UK£6.3b | UK£4.3b | UK£48.2m | 34.9x | 131.8x | 1.5x |
| Sun, 28 Dec 2025 | UK£6.8b | UK£4.3b | UK£49.5m | 36.5x | 137.9x | 1.6x |
| Tue, 25 Nov 2025 | UK£6.2b | UK£4.4b | UK£51.8m | 35x | 120.5x | 1.4x |
| Thu, 23 Oct 2025 | UK£7.0b | UK£4.4b | -UK£8,229,748.00 | 113.1x | -846.6x | 1.6x |
| Sat, 20 Sep 2025 | UK£6.5b | UK£4.4b | -UK£8,767,547.00 | 109.6x | -741.5x | 1.5x |
| Mon, 18 Aug 2025 | UK£6.1b | UK£4.4b | -UK£9,149,292.00 | 91.7x | -665.1x | 1.4x |
| Wed, 16 Jul 2025 | UK£6.5b | UK£4.4b | -UK£10,023,188.00 | 58.1x | -650.5x | 1.5x |
| Fri, 13 Jun 2025 | UK£6.0b | UK£4.4b | -UK£10,981,522.00 | 81.3x | -550x | 1.4x |
| Sun, 11 May 2025 | UK£4.5b | UK£4.6b | UK£128.2m | 43.3x | 34.9x | 1x |
| Tue, 08 Apr 2025 | UK£3.9b | UK£4.7b | UK£131.1m | 38.7x | 29.4x | 0.8x |
| Thu, 06 Mar 2025 | UK£5.9b | UK£4.6b | UK£145.0m | 38.2x | 40.4x | 1.3x |
| Sat, 01 Feb 2025 | UK£6.5b | UK£4.7b | UK£147.5m | 42.6x | 44.1x | 1.4x |
| Mon, 30 Dec 2024 | UK£5.7b | UK£4.6b | UK£146.7m | 50.4x | 38.8x | 1.2x |
| Wed, 27 Nov 2024 | UK£5.4b | UK£4.7b | UK£186.0m | 19.2x | 29.1x | 1.1x |
| Fri, 25 Oct 2024 | UK£4.7b | UK£5.2b | UK£381.9m | 9.8x | 12.2x | 0.9x |
| Sun, 22 Sep 2024 | UK£4.3b | UK£5.1b | UK£417.1m | 13.3x | 10.4x | 0.8x |
| Tue, 20 Aug 2024 | UK£4.9b | UK£5.2b | UK£419.0m | 14.1x | 11.7x | 1x |
| Thu, 18 Jul 2024 | UK£4.8b | UK£5.1b | UK£406.4m | 13.6x | 11.8x | 0.9x |
| Sat, 15 Jun 2024 | UK£5.6b | UK£5.2b | UK£408.9m | 19.1x | 13.8x | 1.1x |
| Mon, 13 May 2024 | UK£6.4b | UK£5.4b | UK£628.7m | 17.8x | 10.2x | 1.2x |
| Wed, 10 Apr 2024 | UK£6.5b | UK£5.4b | UK£628.0m | 17.8x | 10.4x | 1.2x |
| Fri, 08 Mar 2024 | UK£6.7b | UK£5.4b | UK£627.3m | 18.8x | 10.6x | 1.2x |
| Sun, 04 Feb 2024 | UK£6.9b | UK£6.2b | UK£567.2m | 10x | 12.1x | 1.1x |
| Tue, 02 Jan 2024 | UK£7.5b | UK£6.2b | UK£566.9m | 11.1x | 13.2x | 1.2x |
| Thu, 30 Nov 2023 | UK£7.7b | UK£6.2b | UK£603.7m | 8.6x | 12.7x | 1.2x |
| Sat, 28 Oct 2023 | UK£8.6b | UK£6.2b | UK£640.5m | 8.7x | 13.5x | 1.4x |
| Mon, 25 Sep 2023 | UK£10.5b | UK£6.2b | UK£640.1m | 11.2x | 16.4x | 1.7x |
| Wed, 23 Aug 2023 | UK£11.1b | UK£6.2b | UK£638.6m | 12.1x | 17.4x | 1.8x |
| Fri, 21 Jul 2023 | UK£11.4b | UK£6.2b | UK£657.6m | 11.5x | 17.3x | 1.8x |
| Sun, 18 Jun 2023 | UK£11.5b | UK£6.2b | UK£653.3m | 15.8x | 17.6x | 1.9x |
17.6x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -1.01% | |
| Consumer Discretionary | 1.59% | |
| Luxury | -0.24% | |
| Footwear | 3.36% | |
| Apparel, Accessories and Luxury Goods | -0.27% | |
| Textiles | -1.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DOCS Dr. Martens | UK£0.74 | 3.4% +UK£23.2m | -6.8% | PE30.1x | |
| MUL Mulberry Group | UK£1.26 | 2.9% +UK£2.5m | 14.5% | PS0.7x |