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U.K. (FTSE) Retail Distributors Industry Analysis

UpdatedFeb 14, 2026
DataAggregated Company Financials
Companies7
  • 7D0.9%
  • 3M8.8%
  • 1Y18.2%
  • YTD7.2%

In the last week, the Retail Distributors industry is flat overall, with Supreme standing out by going down 5.3%. The past year has been better, since the industry has gained 18% in that time. Earnings are forecast to grow by 6.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Feb 2026UK£3.5bUK£11.1bUK£302.2m7.7x11.6x0.3x
Tue, 13 Jan 2026UK£3.3bUK£11.1bUK£302.2m7.7x11x0.3x
Thu, 11 Dec 2025UK£3.2bUK£11.1bUK£302.2m8.6x10.7x0.3x
Sat, 08 Nov 2025UK£3.3bUK£11.0bUK£303.9m9.2x10.7x0.3x
Mon, 06 Oct 2025UK£3.0bUK£10.0bUK£276.8m9x10.8x0.3x
Wed, 03 Sep 2025UK£2.8bUK£10.0bUK£287.3m8.9x9.8x0.3x
Fri, 01 Aug 2025UK£3.0bUK£10.0bUK£287.3m9.4x10.5x0.3x
Sun, 29 Jun 2025UK£3.1bUK£10.4bUK£277.7m9.9x11.2x0.3x
Tue, 27 May 2025UK£3.0bUK£10.4bUK£277.7m9.1x10.6x0.3x
Thu, 24 Apr 2025UK£3.0bUK£10.4bUK£277.9m8.8x10.9x0.3x
Sat, 22 Mar 2025UK£3.2bUK£10.4bUK£281.4m8.8x11.3x0.3x
Mon, 17 Feb 2025UK£3.1bUK£12.8bUK£302.2m9x10.2x0.2x
Wed, 15 Jan 2025UK£3.4bUK£12.8bUK£302.2m9.5x11.1x0.3x
Fri, 13 Dec 2024UK£3.6bUK£12.8bUK£301.8m10.3x11.9x0.3x
Sun, 10 Nov 2024UK£3.5bUK£12.7bUK£300.3m10.7x11.5x0.3x
Tue, 08 Oct 2024UK£3.5bUK£12.8bUK£297.0m10.3x11.9x0.3x
Thu, 05 Sep 2024UK£3.9bUK£12.8bUK£316.7m12.3x12.3x0.3x
Sat, 03 Aug 2024UK£4.0bUK£12.8bUK£316.7m12.3x12.5x0.3x
Mon, 01 Jul 2024UK£3.5bUK£12.6bUK£303.2m11.4x11.6x0.3x
Wed, 29 May 2024UK£3.9bUK£12.6bUK£303.2m12.6x12.7x0.3x
Fri, 26 Apr 2024UK£3.7bUK£12.6bUK£301.0m12x12.4x0.3x
Sun, 24 Mar 2024UK£3.3bUK£12.6bUK£301.2m10.5x11x0.3x
Tue, 20 Feb 2024UK£3.2bUK£11.1bUK£273.2m9.4x11.9x0.3x
Thu, 18 Jan 2024UK£3.2bUK£11.1bUK£273.2m9.5x11.8x0.3x
Sat, 16 Dec 2023UK£3.3bUK£11.1bUK£273.2m9.7x12.2x0.3x
Mon, 13 Nov 2023UK£3.1bUK£11.0bUK£267.2m9.5x11.6x0.3x
Wed, 11 Oct 2023UK£3.4bUK£11.0bUK£264.5m9.3x13x0.3x
Fri, 08 Sep 2023UK£3.6bUK£11.0bUK£265.1m10.1x13.7x0.3x
Sun, 06 Aug 2023UK£3.7bUK£11.0bUK£278.7m10.1x13.4x0.3x
Tue, 04 Jul 2023UK£3.7bUK£9.2bUK£282.0m10.5x13.1x0.4x
Thu, 01 Jun 2023UK£3.6bUK£9.2bUK£282.0m10.2x12.9x0.4x
Sat, 29 Apr 2023UK£3.9bUK£9.2bUK£282.5m10.9x13.7x0.4x
Mon, 27 Mar 2023UK£3.5bUK£9.2bUK£282.9m9.9x12.5x0.4x
Wed, 22 Feb 2023UK£4.4bUK£9.0bUK£301.7m10.7x14.5x0.5x
Price to Earnings Ratio

14.5x


Total Market Cap: UK£4.4bTotal 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 Market0.93%
Consumer Discretionary0.32%
Retail Distributors0.86%
Distributors0.86%
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£8.411.2%
+UK£28.4m		26.4%PE10.7x
SNWS Smiths NewsUK£0.712.6%
+UK£4.4m		17.1%PE6.1x
HEAD Headlam GroupUK£0.430.2%
+UK£80.3k		-63.8%PS0.06x

Latest News

ULTP
UK£0.53
Ultimate Products
7D
-2.6%
1Y
-39.0%

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).
INCH
UK£8.41
Inchcape
7D
1.2%
1Y
26.4%

INCH: Lower Discount Rate And EPS Guidance Will Support Future Upside

Analysts have nudged their price target for Inchcape slightly higher to £9.53 from £9.46, citing updated assumptions around revenue growth, discount rates and future P/E multiples. Valuation Changes Fair Value: revised slightly higher from £9.46 to £9.53 per share.
SNWS
UK£0.71
Smiths News
7D
2.6%
1Y
17.1%
SUP
UK£1.43
Supreme
7D
-5.3%
1Y
-18.3%
HEAD
UK£0.43
Headlam Group
7D
0.2%
1Y
-63.8%