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U.K. (FTSE) Retail Distributors Industry Analysis

UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies7
  • 7D-1.3%
  • 3M10.7%
  • 1Y18.0%
  • YTD6.9%

Over the last 7 days, the Retail Distributors industry has dropped 1.3%, driven by Inchcape declining 1.5%. Over the past 12 months, the industry was up 18%. Earnings are forecast to grow by 6.0% annually.

Industry Valuation and Performance

Has the U.K. Retail Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Feb 2026UK£3.5bUK£11.1bUK£302.2m7.6x11.5x0.3x
Fri, 16 Jan 2026UK£3.3bUK£11.1bUK£302.2m7.9x11x0.3x
Sun, 14 Dec 2025UK£3.2bUK£11.1bUK£297.1m8.7x10.9x0.3x
Tue, 11 Nov 2025UK£3.3bUK£11.0bUK£303.9m9.1x10.8x0.3x
Thu, 09 Oct 2025UK£3.0bUK£10.0bUK£276.8m9x10.8x0.3x
Sat, 06 Sep 2025UK£2.9bUK£10.0bUK£287.3m9x10x0.3x
Mon, 04 Aug 2025UK£2.9bUK£10.0bUK£287.3m9.2x10.3x0.3x
Wed, 02 Jul 2025UK£3.1bUK£10.4bUK£277.7m10x11.2x0.3x
Fri, 30 May 2025UK£2.9bUK£10.4bUK£277.7m9.2x10.5x0.3x
Sun, 27 Apr 2025UK£2.9bUK£10.4bUK£277.9m8.5x10.3x0.3x
Tue, 25 Mar 2025UK£3.2bUK£10.4bUK£281.4m8.9x11.4x0.3x
Thu, 20 Feb 2025UK£3.1bUK£12.8bUK£302.2m8.9x10.2x0.2x
Sat, 18 Jan 2025UK£3.5bUK£12.8bUK£302.2m9.7x11.5x0.3x
Mon, 16 Dec 2024UK£3.6bUK£12.8bUK£301.8m10.3x11.8x0.3x
Wed, 13 Nov 2024UK£3.4bUK£12.7bUK£300.3m10.2x11.4x0.3x
Fri, 11 Oct 2024UK£3.5bUK£12.8bUK£297.0m10.4x11.9x0.3x
Sun, 08 Sep 2024UK£3.9bUK£12.8bUK£316.7m12.2x12.3x0.3x
Tue, 06 Aug 2024UK£3.8bUK£12.8bUK£316.7m11.8x12x0.3x
Thu, 04 Jul 2024UK£3.7bUK£12.6bUK£307.7m12.1x12.1x0.3x
Sat, 01 Jun 2024UK£3.7bUK£12.6bUK£303.2m12.1x12.3x0.3x
Mon, 29 Apr 2024UK£3.8bUK£12.6bUK£301.0m12.3x12.5x0.3x
Wed, 27 Mar 2024UK£3.4bUK£12.6bUK£301.2m10.6x11.3x0.3x
Fri, 23 Feb 2024UK£3.2bUK£11.1bUK£273.2m9.3x11.8x0.3x
Sun, 21 Jan 2024UK£3.2bUK£11.1bUK£273.2m9.5x11.7x0.3x
Tue, 19 Dec 2023UK£3.3bUK£11.1bUK£273.2m9.6x12.2x0.3x
Thu, 16 Nov 2023UK£3.2bUK£11.0bUK£267.2m9.8x12x0.3x
Sat, 14 Oct 2023UK£3.3bUK£11.0bUK£264.5m9.3x12.3x0.3x
Mon, 11 Sep 2023UK£3.6bUK£11.0bUK£265.1m10x13.7x0.3x
Wed, 09 Aug 2023UK£3.7bUK£11.0bUK£278.7m10.2x13.3x0.3x
Fri, 07 Jul 2023UK£3.6bUK£9.3bUK£283.8m10.2x12.8x0.4x
Sun, 04 Jun 2023UK£3.7bUK£9.2bUK£282.0m10.2x13.2x0.4x
Tue, 02 May 2023UK£3.9bUK£9.2bUK£282.5m10.9x13.7x0.4x
Thu, 30 Mar 2023UK£3.6bUK£9.2bUK£282.9m10.3x12.8x0.4x
Sat, 25 Feb 2023UK£4.3bUK£9.0bUK£301.7m10.7x14.4x0.5x
Price to Earnings Ratio

14.4x


Total Market Cap: UK£4.3bTotal Earnings: UK£301.7mTotal Revenue: UK£9.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Retail Distributors Industry Price to Earnings3Y Average 11.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the British Retail Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 11.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.31x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 7.1% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market1.65%
Consumer Discretionary0.81%
Retail Distributors-1.27%
Distributors-1.27%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SNWS Smiths NewsUK£0.732.5%
+UK£4.4m		22.0%PE6.3x
LIKE Likewise GroupUK£0.252.0%
+UK£1.3m		35.1%PE47x

Latest News

LIKE
UK£0.25
Likewise Group
7D
2.0%
1Y
35.1%
INCH
UK£8.37
Inchcape
7D
-1.5%
1Y
25.8%

INCH: Future EPS Guidance And Revised P/E Assumptions Will Shape Fair Value View

Analysts have nudged their Inchcape price target slightly higher, from £7.90 to £8.00, citing small adjustments to fair value assumptions, the discount rate, expected revenue growth, profit margins and the future P/E multiple. Valuation Changes Fair Value has been nudged from £7.90 to £8.00 per share, reflecting a small upward revision to the central estimate.
ULTP
UK£0.53
Ultimate Products
7D
-1.5%
1Y
-41.4%

ULTP: Index Exit And 2026 Guidance Will Support Future Share Price

Analysts have made only a small adjustment to their price target for Ultimate Products, keeping fair value broadly steady at £1.65 as slightly higher discount rate assumptions are largely offset by modest tweaks to revenue growth, profit margin and future P/E inputs. What's in the News Ultimate Products issued earnings guidance for 2026, with consensus revenue around £137.7 million (company guidance).
SNWS
UK£0.73
Smiths News
7D
2.5%
1Y
22.0%
SUP
UK£1.42
Supreme
7D
-2.7%
1Y
-16.7%
HEAD
UK£0.43
Headlam Group
7D
-0.7%
1Y
-63.5%