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U.K. (FTSE) Retail Distributors Industry Analysis

UpdatedMar 06, 2026
DataAggregated Company Financials
Companies7
  • 7D-6.4%
  • 3M5.8%
  • 1Y10.0%
  • YTD5.0%

Over the last 7 days, the Retail Distributors industry has dropped 6.4%, driven by a pullback from Inchcape of 7.0%. Meanwhile, Headlam Group actually outperformed within the industry, gaining 5.8% in the last week. This takes the industry's 12 month performance to a gain of 10.0%. Looking forward, earnings are forecast to grow by 7.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Mar 2026UK£3.4bUK£11.3bUK£293.2m7.6x11.7x0.3x
Sun, 01 Feb 2026UK£3.4bUK£11.1bUK£302.2m8.1x11.3x0.3x
Tue, 30 Dec 2025UK£3.3bUK£11.1bUK£297.1m8.1x11.1x0.3x
Thu, 27 Nov 2025UK£3.2bUK£11.1bUK£302.2m9.1x10.8x0.3x
Sat, 25 Oct 2025UK£3.2bUK£10.0bUK£276.8m9.3x11.5x0.3x
Mon, 22 Sep 2025UK£2.9bUK£10.0bUK£276.8m9x10.4x0.3x
Wed, 20 Aug 2025UK£2.9bUK£10.0bUK£287.3m9x10x0.3x
Fri, 18 Jul 2025UK£3.3bUK£10.4bUK£277.3m9.9x11.9x0.3x
Sun, 15 Jun 2025UK£3.0bUK£10.4bUK£277.7m9.6x10.7x0.3x
Tue, 13 May 2025UK£3.0bUK£10.4bUK£277.9m8.8x10.8x0.3x
Thu, 10 Apr 2025UK£3.0bUK£10.4bUK£277.9m8.7x10.6x0.3x
Sat, 08 Mar 2025UK£3.3bUK£10.4bUK£294.2m8.9x11.1x0.3x
Mon, 03 Feb 2025UK£3.2bUK£12.8bUK£302.2m9x10.4x0.2x
Wed, 01 Jan 2025UK£3.6bUK£12.8bUK£302.2m10.4x11.8x0.3x
Fri, 29 Nov 2024UK£3.6bUK£12.8bUK£301.8m10.3x11.8x0.3x
Sun, 27 Oct 2024UK£3.4bUK£12.8bUK£302.2m10.2x11.1x0.3x
Tue, 24 Sep 2024UK£3.7bUK£12.8bUK£296.8m10.7x12.4x0.3x
Thu, 22 Aug 2024UK£3.9bUK£12.8bUK£316.7m12.2x12.4x0.3x
Sat, 20 Jul 2024UK£3.9bUK£12.6bUK£307.7m12.7x12.7x0.3x
Mon, 17 Jun 2024UK£3.5bUK£12.6bUK£303.2m11.3x11.5x0.3x
Wed, 15 May 2024UK£3.8bUK£12.6bUK£301.0m11.2x12.6x0.3x
Fri, 12 Apr 2024UK£3.4bUK£12.6bUK£301.0m10.9x11.4x0.3x
Sun, 10 Mar 2024UK£3.1bUK£12.6bUK£301.2m10x10.3x0.2x
Tue, 06 Feb 2024UK£3.3bUK£11.1bUK£273.2m9.3x12x0.3x
Thu, 04 Jan 2024UK£3.5bUK£11.1bUK£273.2m9.5x12.7x0.3x
Sat, 02 Dec 2023UK£3.1bUK£11.1bUK£273.2m9x11.4x0.3x
Mon, 30 Oct 2023UK£3.2bUK£11.0bUK£266.6m9.2x11.8x0.3x
Wed, 27 Sep 2023UK£3.6bUK£11.0bUK£265.1m9.8x13.5x0.3x
Fri, 25 Aug 2023UK£3.5bUK£11.0bUK£278.7m10.8x12.5x0.3x
Sun, 23 Jul 2023UK£3.7bUK£9.3bUK£283.8m9.9x12.9x0.4x
Tue, 20 Jun 2023UK£3.7bUK£9.2bUK£282.0m10.7x13.1x0.4x
Thu, 18 May 2023UK£3.8bUK£9.2bUK£282.0m10.9x13.3x0.4x
Sat, 15 Apr 2023UK£3.7bUK£9.2bUK£282.5m10.9x13.1x0.4x
Mon, 13 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 7.8% 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-4.04%
Consumer Discretionary-3.59%
Retail Distributors-6.38%
Distributors-6.38%
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£0.410.2%
+UK£80.3k		-62.1%PS0.06x

Latest News

INCH
UK£8.28
Inchcape
7D
-7.0%
1Y
14.5%
HEAD
UK£0.42
Headlam Group
7D
5.8%
1Y
-62.8%
ULTP
UK£0.49
Ultimate Products
7D
-8.1%
1Y
-41.3%

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£0.65
Smiths News
7D
-3.3%
1Y
17.9%
SUP
UK£1.41
Supreme
7D
-1.4%
1Y
-4.7%