Narrative Update • Jul 06

Over the last 7 days, the Luxury industry has dropped 1.5%, driven by a pullback from Burberry Group of 3.3%. The industry has fallen 11% in the last year. 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 |
|---|---|---|---|---|---|---|
| Wed, 15 Jul 2026 | UK£6.0b | UK£4.3b | UK£132.6m | 29.2x | 45.1x | 1.4x |
| Fri, 12 Jun 2026 | UK£6.3b | UK£4.3b | UK£132.4m | 29.9x | 47.7x | 1.5x |
| Sun, 10 May 2026 | UK£6.6b | UK£4.3b | UK£74.6m | 29.8x | 88.7x | 1.5x |
| Tue, 07 Apr 2026 | UK£6.1b | UK£4.3b | UK£77.4m | 28.8x | 78.7x | 1.4x |
| Thu, 05 Mar 2026 | UK£6.2b | UK£4.4b | UK£50.1m | 34.4x | 124.8x | 1.4x |
| Sat, 31 Jan 2026 | UK£6.2b | UK£4.3b | UK£48.4m | 34.6x | 128.9x | 1.4x |
| Mon, 29 Dec 2025 | UK£6.8b | UK£4.3b | UK£49.5m | 36.5x | 137.9x | 1.6x |
| Wed, 26 Nov 2025 | UK£6.5b | UK£4.4b | UK£51.5m | 35.5x | 125.9x | 1.5x |
| Fri, 24 Oct 2025 | UK£7.1b | UK£4.4b | -UK£8,076,211.00 | 114.4x | -881.7x | 1.6x |
| Sun, 21 Sep 2025 | UK£6.5b | UK£4.4b | -UK£8,767,547.00 | 109.6x | -741.4x | 1.5x |
| Tue, 19 Aug 2025 | UK£6.2b | UK£4.4b | -UK£8,926,118.00 | 98.5x | -694.7x | 1.4x |
| Thu, 17 Jul 2025 | UK£6.5b | UK£4.4b | -UK£10,976,044.00 | 95.2x | -587.8x | 1.5x |
| Sat, 14 Jun 2025 | UK£5.9b | UK£4.4b | -UK£10,838,054.00 | 81.3x | -547.4x | 1.3x |
| Mon, 12 May 2025 | UK£4.5b | UK£4.6b | UK£128.2m | 43.3x | 34.9x | 1x |
| Wed, 09 Apr 2025 | UK£4.0b | UK£4.7b | UK£130.8m | 39.1x | 30.5x | 0.9x |
| Fri, 07 Mar 2025 | UK£5.8b | UK£4.7b | UK£130.2m | 38.8x | 44.5x | 1.2x |
| Sun, 02 Feb 2025 | UK£6.5b | UK£4.7b | UK£147.8m | 42.6x | 44x | 1.4x |
| Tue, 31 Dec 2024 | UK£5.6b | UK£4.7b | UK£147.1m | 50x | 38.3x | 1.2x |
| Thu, 28 Nov 2024 | UK£5.4b | UK£4.9b | UK£152.4m | 52x | 35.4x | 1.1x |
| Sat, 26 Oct 2024 | UK£5.0b | UK£5.2b | UK£381.9m | 10.4x | 13x | 1x |
| Mon, 23 Sep 2024 | UK£4.3b | UK£5.1b | UK£417.1m | 13.3x | 10.4x | 0.8x |
| Wed, 21 Aug 2024 | UK£4.9b | UK£5.2b | UK£418.7m | 14.1x | 11.6x | 0.9x |
| Fri, 19 Jul 2024 | UK£4.9b | UK£5.1b | UK£406.7m | 13.1x | 12x | 1x |
| Sun, 16 Jun 2024 | UK£5.6b | UK£5.2b | UK£408.9m | 19.1x | 13.8x | 1.1x |
| Tue, 14 May 2024 | UK£6.4b | UK£5.4b | UK£628.6m | 18.6x | 10.1x | 1.2x |
| Thu, 11 Apr 2024 | UK£6.6b | UK£5.4b | UK£628.7m | 17.8x | 10.5x | 1.2x |
| Sat, 09 Mar 2024 | UK£6.7b | UK£5.4b | UK£627.1m | 18.9x | 10.7x | 1.2x |
| Mon, 05 Feb 2024 | UK£6.9b | UK£6.2b | UK£567.2m | 10x | 12.1x | 1.1x |
| Wed, 03 Jan 2024 | UK£7.4b | UK£6.2b | UK£567.2m | 11x | 13.1x | 1.2x |
| Fri, 01 Dec 2023 | UK£7.5b | UK£6.2b | UK£603.8m | 7.2x | 12.4x | 1.2x |
| Sun, 29 Oct 2023 | UK£8.6b | UK£6.2b | UK£640.5m | 8.7x | 13.5x | 1.4x |
| Tue, 26 Sep 2023 | UK£10.1b | UK£6.2b | UK£640.1m | 10.8x | 15.7x | 1.6x |
| Thu, 24 Aug 2023 | UK£11.1b | UK£6.2b | UK£638.6m | 11.8x | 17.4x | 1.8x |
| Sat, 22 Jul 2023 | UK£11.4b | UK£6.2b | UK£657.6m | 11.5x | 17.3x | 1.8x |
17.3x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -0.95% | |
| Consumer Discretionary | -0.64% | |
| Luxury | -2.79% | |
| Footwear | 0.41% | |
| Textiles | -3.12% | |
| Apparel, Accessories and Luxury Goods | -3.22% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DOCS Dr. Martens | UK£0.73 | 0.4% +UK£2.9m | -8.4% | PE29.2x | |
| SOS Sosandar | UK£0.12 | 2.2% +UK£556.0k | 84.0% | PS0.6x |