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U.K. (FTSE) Retail Distributors Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies7
  • 7D-8.0%
  • 3M3.3%
  • 1Y7.7%
  • YTD2.5%

Over the last 7 days, the Retail Distributors industry has dropped 9.5%, driven by a pullback from Inchcape of 8.8%. This takes the industry's 12 month performance to a gain of 9.8%. Looking forward, earnings are forecast to grow by 6.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Mar 2026UK£3.3bUK£11.3bUK£293.2m7.7x11.4x0.3x
Sat, 31 Jan 2026UK£3.4bUK£11.1bUK£302.2m8.1x11.3x0.3x
Mon, 29 Dec 2025UK£3.3bUK£11.1bUK£297.1m8.2x11x0.3x
Wed, 26 Nov 2025UK£3.3bUK£11.0bUK£303.9m8.9x10.7x0.3x
Fri, 24 Oct 2025UK£3.1bUK£10.0bUK£276.8m9.2x11.3x0.3x
Sun, 21 Sep 2025UK£2.9bUK£10.0bUK£276.8m9x10.4x0.3x
Tue, 19 Aug 2025UK£2.8bUK£10.0bUK£287.3m8.9x9.9x0.3x
Thu, 17 Jul 2025UK£3.2bUK£10.4bUK£277.3m9.5x11.7x0.3x
Sat, 14 Jun 2025UK£3.0bUK£10.4bUK£277.7m9.6x10.7x0.3x
Mon, 12 May 2025UK£3.0bUK£10.4bUK£277.9m8.7x10.7x0.3x
Wed, 09 Apr 2025UK£3.0bUK£10.4bUK£277.9m8.7x10.7x0.3x
Fri, 07 Mar 2025UK£3.3bUK£10.4bUK£294.2m8.9x11.2x0.3x
Sun, 02 Feb 2025UK£3.2bUK£12.8bUK£302.2m9x10.4x0.2x
Tue, 31 Dec 2024UK£3.5bUK£12.8bUK£302.2m10.2x11.6x0.3x
Thu, 28 Nov 2024UK£3.5bUK£12.8bUK£301.8m10.4x11.6x0.3x
Sat, 26 Oct 2024UK£3.4bUK£12.8bUK£302.2m10.2x11.1x0.3x
Mon, 23 Sep 2024UK£3.7bUK£12.8bUK£296.8m10.7x12.4x0.3x
Wed, 21 Aug 2024UK£3.9bUK£12.8bUK£316.7m12.1x12.2x0.3x
Fri, 19 Jul 2024UK£3.9bUK£12.6bUK£307.7m12.6x12.7x0.3x
Sun, 16 Jun 2024UK£3.5bUK£12.6bUK£303.2m11.3x11.5x0.3x
Tue, 14 May 2024UK£3.7bUK£12.6bUK£301.0m11x12.3x0.3x
Thu, 11 Apr 2024UK£3.5bUK£12.6bUK£301.0m10.8x11.5x0.3x
Sat, 09 Mar 2024UK£3.1bUK£12.6bUK£301.2m10x10.3x0.2x
Mon, 05 Feb 2024UK£3.3bUK£11.1bUK£273.2m9.3x12x0.3x
Wed, 03 Jan 2024UK£3.5bUK£11.1bUK£273.2m9.3x12.6x0.3x
Fri, 01 Dec 2023UK£3.1bUK£11.1bUK£273.2m9.2x11.3x0.3x
Sun, 29 Oct 2023UK£3.2bUK£11.0bUK£266.6m9.2x11.8x0.3x
Tue, 26 Sep 2023UK£3.6bUK£11.0bUK£265.1m9.5x13.5x0.3x
Thu, 24 Aug 2023UK£3.5bUK£11.0bUK£278.7m10.8x12.5x0.3x
Sat, 22 Jul 2023UK£3.7bUK£9.3bUK£283.8m9.9x12.9x0.4x
Mon, 19 Jun 2023UK£3.7bUK£9.2bUK£282.0m10.6x13.3x0.4x
Wed, 17 May 2023UK£3.8bUK£9.2bUK£282.0m10.9x13.3x0.4x
Fri, 14 Apr 2023UK£3.7bUK£9.2bUK£282.5m11x13x0.4x
Sun, 12 Mar 2023UK£4.2bUK£9.0bUK£307.9m10.2x13.6x0.5x
Price to Earnings Ratio

13.6x


Total Market Cap: UK£4.2bTotal Earnings: UK£307.9mTotal 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 Market-2.48%
Consumer Discretionary-3.36%
Retail Distributors-7.96%
Distributors-7.96%
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
HEAD Headlam GroupUK£0.422.0%
+UK£642.1k		-62.8%PS0.06x
SUP SupremeUK£1.430.4%
+UK£586.6k		-5.6%PE7.7x

Latest News

INCH
UK£8.05
Inchcape
7D
-8.8%
1Y
11.7%
ULTP
UK£0.49
Ultimate Products
7D
-7.8%
1Y
-36.4%

ULTP: Index Removal And 2026 Guidance Will Support Future Upside Potential

Narrative Update on Ultimate Products The analyst price target for Ultimate Products remains at £1.65, with analysts fine tuning inputs such as discount rate, revenue growth, profit margin and future P/E to reflect updated assumptions while keeping their overall valuation view unchanged. What's in the News Ultimate Products provided earnings guidance for 2026, with consensus revenue around £137.7 million (company guidance).
SNWS
UK£0.64
Smiths News
7D
-4.8%
1Y
16.8%
SUP
UK£1.43
Supreme
7D
0.4%
1Y
-5.6%
HEAD
UK£0.42
Headlam Group
7D
2.0%
1Y
-62.8%