Narrative Update • Jun 23

Over the last 7 days, the Retail Distributors industry has dropped 1.5%, driven by Inchcape declining 2.4%. In contrast, Likewise Group has gained 7.0%. In the past year, the industry has gained 9.4%. Looking forward, earnings are forecast to grow by 6.5% annually.
Has the U.K. Retail Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | UK£3.3b | UK£11.2b | UK£260.8m | 9.5x | 12.6x | 0.3x |
| Sat, 23 May 2026 | UK£3.4b | UK£11.2b | UK£261.7m | 10.3x | 13.2x | 0.3x |
| Mon, 20 Apr 2026 | UK£3.4b | UK£11.2b | UK£262.5m | 9.9x | 12.8x | 0.3x |
| Wed, 18 Mar 2026 | UK£3.3b | UK£11.3b | UK£293.2m | 7.4x | 11.3x | 0.3x |
| Fri, 13 Feb 2026 | UK£3.5b | UK£11.1b | UK£302.2m | 7.9x | 11.6x | 0.3x |
| Sun, 11 Jan 2026 | UK£3.3b | UK£11.1b | UK£302.2m | 7.8x | 11x | 0.3x |
| Tue, 09 Dec 2025 | UK£3.2b | UK£11.1b | UK£302.2m | 8.4x | 10.7x | 0.3x |
| Thu, 06 Nov 2025 | UK£3.1b | UK£10.0b | UK£275.6m | 9.3x | 11.2x | 0.3x |
| Sat, 04 Oct 2025 | UK£3.0b | UK£10.0b | UK£276.8m | 9x | 10.8x | 0.3x |
| Mon, 01 Sep 2025 | UK£2.8b | UK£10.0b | UK£287.3m | 8.9x | 9.9x | 0.3x |
| Wed, 30 Jul 2025 | UK£3.0b | UK£10.0b | UK£287.3m | 9.4x | 10.6x | 0.3x |
| Fri, 27 Jun 2025 | UK£3.1b | UK£10.4b | UK£277.7m | 9.9x | 11.1x | 0.3x |
| Sun, 25 May 2025 | UK£3.0b | UK£10.4b | UK£277.7m | 9.1x | 10.6x | 0.3x |
| Tue, 22 Apr 2025 | UK£3.1b | UK£10.4b | UK£277.9m | 9x | 11.1x | 0.3x |
| Thu, 20 Mar 2025 | UK£3.3b | UK£10.4b | UK£281.4m | 8.9x | 11.6x | 0.3x |
| Sat, 15 Feb 2025 | UK£3.1b | UK£12.8b | UK£302.2m | 9x | 10.2x | 0.2x |
| Mon, 13 Jan 2025 | UK£3.4b | UK£12.8b | UK£302.2m | 9.6x | 11.2x | 0.3x |
| Wed, 11 Dec 2024 | UK£3.6b | UK£12.8b | UK£301.8m | 10.1x | 11.9x | 0.3x |
| Fri, 08 Nov 2024 | UK£3.5b | UK£12.7b | UK£300.3m | 10.7x | 11.7x | 0.3x |
| Sun, 06 Oct 2024 | UK£3.6b | UK£12.8b | UK£297.0m | 10.5x | 12.1x | 0.3x |
| Tue, 03 Sep 2024 | UK£3.9b | UK£12.8b | UK£316.7m | 12.4x | 12.4x | 0.3x |
| Thu, 01 Aug 2024 | UK£4.0b | UK£12.8b | UK£316.7m | 12.4x | 12.6x | 0.3x |
| Sat, 29 Jun 2024 | UK£3.5b | UK£12.6b | UK£303.2m | 11.4x | 11.6x | 0.3x |
| Mon, 27 May 2024 | UK£3.8b | UK£12.6b | UK£303.2m | 12.6x | 12.7x | 0.3x |
| Wed, 24 Apr 2024 | UK£3.5b | UK£12.6b | UK£301.0m | 11.3x | 11.5x | 0.3x |
| Fri, 22 Mar 2024 | UK£3.2b | UK£12.6b | UK£301.2m | 10.2x | 10.7x | 0.3x |
| Sun, 18 Feb 2024 | UK£3.2b | UK£11.1b | UK£273.2m | 9.3x | 11.7x | 0.3x |
| Tue, 16 Jan 2024 | UK£3.4b | UK£11.1b | UK£273.2m | 9.4x | 12.3x | 0.3x |
| Thu, 14 Dec 2023 | UK£3.3b | UK£11.1b | UK£273.2m | 9.3x | 12x | 0.3x |
| Sat, 11 Nov 2023 | UK£3.1b | UK£11.0b | UK£267.2m | 9.5x | 11.6x | 0.3x |
| Mon, 09 Oct 2023 | UK£3.4b | UK£11.0b | UK£264.5m | 9.7x | 13x | 0.3x |
| Wed, 06 Sep 2023 | UK£3.6b | UK£11.0b | UK£278.7m | 10.3x | 13.1x | 0.3x |
| Fri, 04 Aug 2023 | UK£3.8b | UK£11.0b | UK£278.7m | 10x | 13.5x | 0.3x |
| Sun, 02 Jul 2023 | UK£3.7b | UK£9.2b | UK£282.0m | 10.5x | 13.1x | 0.4x |
13.1x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -0.91% | |
| Consumer Discretionary | 0.86% | |
| Retail Distributors | -2.14% | |
| Distributors | -2.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LIKE Likewise Group | UK£0.30 | 7.0% +UK£5.0m | 35.6% | PE86x | |
| ULTP Ultimate Products | UK£0.45 | 0.7% +UK£248.8k | -14.4% | PE9.5x |