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U.K. (FTSE) Retail Distributors Industry Analysis

UpdatedFeb 28, 2026
DataAggregated Company Financials
Companies7
  • 7D-0.03%
  • 3M11.8%
  • 1Y22.8%
  • YTD12.0%

In the last week, the Retail Distributors industry is flat overall, with Smiths News standing out by going down 7.7%. The past year has been better, since the industry has gained 22% in that time. As for the next few years, earnings are expected to grow by 6.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Feb 2026UK£3.7bUK£11.1bUK£302.2m7.7x12.1x0.3x
Mon, 26 Jan 2026UK£3.4bUK£11.1bUK£302.2m8x11.3x0.3x
Wed, 24 Dec 2025UK£3.3bUK£11.1bUK£297.1m8x11.1x0.3x
Fri, 21 Nov 2025UK£3.2bUK£11.0bUK£303.9m8.8x10.4x0.3x
Sun, 19 Oct 2025UK£2.9bUK£10.0bUK£276.8m8.4x10.4x0.3x
Tue, 16 Sep 2025UK£2.8bUK£10.0bUK£287.8m8.8x9.7x0.3x
Thu, 14 Aug 2025UK£2.8bUK£10.0bUK£287.3m9x9.9x0.3x
Sat, 12 Jul 2025UK£3.3bUK£10.4bUK£277.3m9.8x11.9x0.3x
Mon, 09 Jun 2025UK£3.0bUK£10.4bUK£277.7m9.3x10.7x0.3x
Wed, 07 May 2025UK£2.9bUK£10.4bUK£277.9m8.5x10.4x0.3x
Fri, 04 Apr 2025UK£3.1bUK£10.4bUK£277.9m9x11.1x0.3x
Sun, 02 Mar 2025UK£3.1bUK£12.8bUK£302.2m8.8x10.4x0.2x
Tue, 28 Jan 2025UK£3.0bUK£12.8bUK£302.2m8.8x10.1x0.2x
Thu, 26 Dec 2024UK£3.6bUK£12.8bUK£302.2m10.2x11.9x0.3x
Sat, 23 Nov 2024UK£3.5bUK£12.7bUK£300.3m10.6x11.7x0.3x
Mon, 21 Oct 2024UK£3.6bUK£12.8bUK£297.0m10.5x12.1x0.3x
Wed, 18 Sep 2024UK£3.9bUK£12.8bUK£296.8m11x13x0.3x
Fri, 16 Aug 2024UK£3.9bUK£12.8bUK£316.7m12x12.2x0.3x
Sun, 14 Jul 2024UK£3.9bUK£12.6bUK£307.7m12.5x12.5x0.3x
Tue, 11 Jun 2024UK£3.7bUK£12.6bUK£303.2m12.1x12.2x0.3x
Thu, 09 May 2024UK£3.8bUK£12.6bUK£301.0m12x12.6x0.3x
Sat, 06 Apr 2024UK£3.5bUK£12.6bUK£301.2m10.7x11.6x0.3x
Mon, 04 Mar 2024UK£3.3bUK£11.1bUK£268.3m9.1x12.4x0.3x
Wed, 31 Jan 2024UK£3.3bUK£11.1bUK£273.2m9.6x12.1x0.3x
Fri, 29 Dec 2023UK£3.5bUK£11.1bUK£273.2m9.4x12.6x0.3x
Sun, 26 Nov 2023UK£3.2bUK£11.0bUK£267.2m10.4x11.9x0.3x
Tue, 24 Oct 2023UK£3.2bUK£11.0bUK£264.5m9.5x11.9x0.3x
Thu, 21 Sep 2023UK£3.6bUK£11.0bUK£265.1m9.4x13.7x0.3x
Sat, 19 Aug 2023UK£3.5bUK£11.0bUK£278.7m10.8x12.4x0.3x
Mon, 17 Jul 2023UK£3.6bUK£9.3bUK£283.8m10.3x12.7x0.4x
Wed, 14 Jun 2023UK£3.8bUK£9.2bUK£282.0m10.6x13.5x0.4x
Fri, 12 May 2023UK£3.7bUK£9.2bUK£282.5m10.5x13.1x0.4x
Sun, 09 Apr 2023UK£3.6bUK£9.2bUK£282.5m10.8x12.8x0.4x
Tue, 07 Mar 2023UK£4.3bUK£9.0bUK£301.7m10.5x14.3x0.5x
Price to Earnings Ratio

14.3x


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 Market1.91%
Consumer Discretionary1.09%
Retail Distributors-0.033%
Distributors-0.033%
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
INCH InchcapeUK£8.890.4%
+UK£12.5m		30.9%PE11.3x
ULTP Ultimate ProductsUK£0.530.9%
+UK£408.4k		-32.2%PE7.6x

Latest News

ULTP
UK£0.53
Ultimate Products
7D
0.9%
1Y
-32.2%

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).
INCH
UK£8.89
Inchcape
7D
0.4%
1Y
30.9%

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.
SNWS
UK£0.66
Smiths News
7D
-7.5%
1Y
20.8%
SUP
UK£1.44
Supreme
7D
-0.3%
1Y
-13.0%
HEAD
UK£0.41
Headlam Group
7D
-1.4%
1Y
-64.3%