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U.K. (FTSE) Retail Distributors Industry Analysis

UpdatedFeb 23, 2026
DataAggregated Company Financials
Companies7
  • 7D4.9%
  • 3M13.4%
  • 1Y20.2%
  • YTD12.1%

The Retail Distributors industry is up 4.5% in the last week, with Inchcape up 5.2%. This means that the industry has gained 22% over the past year. 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
Mon, 23 Feb 2026UK£3.7bUK£11.1bUK£302.2m7.8x12.1x0.3x
Wed, 21 Jan 2026UK£3.3bUK£11.1bUK£302.2m7.9x11x0.3x
Fri, 19 Dec 2025UK£3.3bUK£11.1bUK£297.1m8x11.2x0.3x
Sun, 16 Nov 2025UK£3.3bUK£11.0bUK£303.9m8.8x10.7x0.3x
Tue, 14 Oct 2025UK£3.0bUK£10.0bUK£276.8m9x11x0.3x
Thu, 11 Sep 2025UK£2.8bUK£10.0bUK£287.8m8.9x9.8x0.3x
Sat, 09 Aug 2025UK£2.8bUK£10.0bUK£287.3m9x9.8x0.3x
Mon, 07 Jul 2025UK£3.3bUK£10.4bUK£277.3m9.8x11.8x0.3x
Wed, 04 Jun 2025UK£3.0bUK£10.4bUK£277.7m9.2x10.6x0.3x
Fri, 02 May 2025UK£2.9bUK£10.4bUK£277.9m8.6x10.5x0.3x
Sun, 30 Mar 2025UK£3.1bUK£10.4bUK£277.9m9.2x11.3x0.3x
Tue, 25 Feb 2025UK£3.2bUK£12.8bUK£302.2m9x10.5x0.2x
Thu, 23 Jan 2025UK£3.5bUK£12.8bUK£302.2m9.6x11.4x0.3x
Sat, 21 Dec 2024UK£3.6bUK£12.8bUK£302.2m10.2x11.8x0.3x
Mon, 18 Nov 2024UK£3.5bUK£12.7bUK£300.3m10.5x11.8x0.3x
Wed, 16 Oct 2024UK£3.6bUK£12.8bUK£297.0m10.3x12x0.3x
Fri, 13 Sep 2024UK£3.8bUK£12.8bUK£316.7m11.9x12.1x0.3x
Sun, 11 Aug 2024UK£3.8bUK£12.8bUK£316.7m11.7x12x0.3x
Tue, 09 Jul 2024UK£3.8bUK£12.6bUK£307.7m12.2x12.2x0.3x
Thu, 06 Jun 2024UK£3.7bUK£12.6bUK£303.2m12.2x12.4x0.3x
Sat, 04 May 2024UK£3.6bUK£12.6bUK£301.0m11.8x12.1x0.3x
Mon, 01 Apr 2024UK£3.4bUK£12.6bUK£301.2m10.5x11.4x0.3x
Wed, 28 Feb 2024UK£3.3bUK£11.1bUK£273.2m9.2x12.1x0.3x
Fri, 26 Jan 2024UK£3.3bUK£11.1bUK£273.2m9.4x12x0.3x
Sun, 24 Dec 2023UK£3.5bUK£11.1bUK£273.2m9.6x12.7x0.3x
Tue, 21 Nov 2023UK£3.2bUK£11.0bUK£267.2m10.1x11.9x0.3x
Thu, 19 Oct 2023UK£3.3bUK£11.0bUK£264.5m9.5x12.3x0.3x
Sat, 16 Sep 2023UK£3.7bUK£11.0bUK£265.1m9.2x13.9x0.3x
Mon, 14 Aug 2023UK£3.7bUK£11.0bUK£278.7m10.3x13.3x0.3x
Wed, 12 Jul 2023UK£3.6bUK£9.3bUK£283.8m10.1x12.7x0.4x
Fri, 09 Jun 2023UK£3.8bUK£9.2bUK£282.0m10.4x13.4x0.4x
Sun, 07 May 2023UK£3.8bUK£9.2bUK£282.5m10.9x13.4x0.4x
Tue, 04 Apr 2023UK£3.7bUK£9.2bUK£282.5m10.6x13.2x0.4x
Thu, 02 Mar 2023UK£4.3bUK£9.0bUK£301.7m10.6x14.3x0.5x
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 Market1.88%
Consumer Discretionary3.01%
Retail Distributors4.91%
Distributors4.91%
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£8.855.2%
+UK£157.5m		30.1%PE11.3x
SUP SupremeUK£1.440.7%
+UK£1.2m		-14.5%PE7.8x
SNWS Smiths NewsUK£0.720.6%
+UK£968.0k		19.3%PE6.1x

Latest News

LIKE
UK£0.24
Likewise Group
7D
-2.0%
1Y
26.3%
INCH
UK£8.85
Inchcape
7D
5.2%
1Y
30.1%

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
-1.1%
1Y
-39.3%

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£0.72
Smiths News
7D
0.6%
1Y
19.3%
SUP
UK£1.44
Supreme
7D
0.7%
1Y
-14.5%
HEAD
UK£0.42
Headlam Group
7D
-1.6%
1Y
-63.3%