Narrative Update • Jun 05

Over the last 7 days, the Retail Distributors industry has remained flat. As for the the longer term, the industry is up 11% over the past 12 months. As for the next few years, earnings are expected to grow by 6.6% per annum.
Has the U.K. Retail Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | UK£3.3b | UK£11.2b | UK£260.8m | 9.3x | 12.7x | 0.3x |
| Sun, 10 May 2026 | UK£3.4b | UK£11.2b | UK£262.1m | 9.7x | 13x | 0.3x |
| Tue, 07 Apr 2026 | UK£3.2b | UK£11.2b | UK£262.5m | 9.4x | 12.2x | 0.3x |
| Thu, 05 Mar 2026 | UK£3.3b | UK£11.3b | UK£293.2m | 7.7x | 11.4x | 0.3x |
| Sat, 31 Jan 2026 | UK£3.4b | UK£11.1b | UK£302.2m | 8.1x | 11.3x | 0.3x |
| Mon, 29 Dec 2025 | UK£3.3b | UK£11.1b | UK£297.1m | 8.2x | 11x | 0.3x |
| Wed, 26 Nov 2025 | UK£3.3b | UK£11.0b | UK£303.9m | 8.9x | 10.7x | 0.3x |
| Fri, 24 Oct 2025 | UK£3.1b | UK£10.0b | UK£276.8m | 9.2x | 11.3x | 0.3x |
| Sun, 21 Sep 2025 | UK£2.9b | UK£10.0b | UK£276.8m | 9x | 10.4x | 0.3x |
| Tue, 19 Aug 2025 | UK£2.8b | UK£10.0b | UK£287.3m | 8.9x | 9.9x | 0.3x |
| Thu, 17 Jul 2025 | UK£3.2b | UK£10.4b | UK£277.3m | 9.5x | 11.7x | 0.3x |
| Sat, 14 Jun 2025 | UK£3.0b | UK£10.4b | UK£277.7m | 9.6x | 10.7x | 0.3x |
| Mon, 12 May 2025 | UK£3.0b | UK£10.4b | UK£277.9m | 8.7x | 10.7x | 0.3x |
| Wed, 09 Apr 2025 | UK£3.0b | UK£10.4b | UK£277.9m | 8.7x | 10.7x | 0.3x |
| Fri, 07 Mar 2025 | UK£3.3b | UK£10.4b | UK£294.2m | 8.9x | 11.2x | 0.3x |
| Sun, 02 Feb 2025 | UK£3.2b | UK£12.8b | UK£302.2m | 9x | 10.4x | 0.2x |
| Tue, 31 Dec 2024 | UK£3.5b | UK£12.8b | UK£302.2m | 10.2x | 11.6x | 0.3x |
| Thu, 28 Nov 2024 | UK£3.5b | UK£12.8b | UK£301.8m | 10.4x | 11.6x | 0.3x |
| Sat, 26 Oct 2024 | UK£3.4b | UK£12.8b | UK£302.2m | 10.2x | 11.1x | 0.3x |
| Mon, 23 Sep 2024 | UK£3.7b | UK£12.8b | UK£296.8m | 10.7x | 12.4x | 0.3x |
| Wed, 21 Aug 2024 | UK£3.9b | UK£12.8b | UK£316.7m | 12.1x | 12.2x | 0.3x |
| Fri, 19 Jul 2024 | UK£3.9b | UK£12.6b | UK£307.7m | 12.6x | 12.7x | 0.3x |
| Sun, 16 Jun 2024 | UK£3.5b | UK£12.6b | UK£303.2m | 11.3x | 11.5x | 0.3x |
| Tue, 14 May 2024 | UK£3.7b | UK£12.6b | UK£301.0m | 11x | 12.3x | 0.3x |
| Thu, 11 Apr 2024 | UK£3.5b | UK£12.6b | UK£301.0m | 10.8x | 11.5x | 0.3x |
| Sat, 09 Mar 2024 | UK£3.1b | UK£12.6b | UK£301.2m | 10x | 10.3x | 0.2x |
| Mon, 05 Feb 2024 | UK£3.3b | UK£11.1b | UK£273.2m | 9.3x | 12x | 0.3x |
| Wed, 03 Jan 2024 | UK£3.5b | UK£11.1b | UK£273.2m | 9.3x | 12.6x | 0.3x |
| Fri, 01 Dec 2023 | UK£3.1b | UK£11.1b | UK£273.2m | 9.2x | 11.3x | 0.3x |
| Sun, 29 Oct 2023 | UK£3.2b | UK£11.0b | UK£266.6m | 9.2x | 11.8x | 0.3x |
| Tue, 26 Sep 2023 | UK£3.6b | UK£11.0b | UK£265.1m | 9.5x | 13.5x | 0.3x |
| Thu, 24 Aug 2023 | UK£3.5b | UK£11.0b | UK£278.7m | 10.8x | 12.5x | 0.3x |
| Sat, 22 Jul 2023 | UK£3.7b | UK£9.3b | UK£283.8m | 9.9x | 12.9x | 0.4x |
| Mon, 19 Jun 2023 | UK£3.7b | UK£9.2b | UK£282.0m | 10.6x | 13.3x | 0.4x |
13.3x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -0.78% | |
| Consumer Discretionary | 0.082% | |
| Retail Distributors | -0.84% | |
| Distributors | -0.84% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNWS Smiths News | UK£0.64 | 0.6% +UK£968.1k | 10.0% | PE5.7x |