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U.K. (FTSE) Retail Distributors Industry Analysis

UpdatedJun 21, 2026
DataAggregated Company Financials
Companies6
  • 7D-1.1%
  • 3M3.6%
  • 1Y10.5%
  • YTD3.2%

Over the last 7 days, the Retail Distributors industry has dropped 1.1%, driven by a pullback from Inchcape of 2.7%. On the other hand Smiths News is actually up 9.0%. In the past year, the industry has gained 10%. Looking forward, earnings are forecast to grow by 6.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 21 Jun 2026UK£3.3bUK£11.2bUK£260.8m10.1x12.7x0.3x
Tue, 19 May 2026UK£3.4bUK£11.2bUK£261.7m9.8x12.8x0.3x
Thu, 16 Apr 2026UK£3.3bUK£11.2bUK£262.5m10x12.5x0.3x
Sat, 14 Mar 2026UK£3.3bUK£11.3bUK£293.2m7.4x11.3x0.3x
Mon, 09 Feb 2026UK£3.5bUK£11.1bUK£302.2m8.1x11.5x0.3x
Wed, 07 Jan 2026UK£3.3bUK£11.1bUK£302.2m8.1x10.9x0.3x
Fri, 05 Dec 2025UK£3.3bUK£11.1bUK£302.2m8.6x10.8x0.3x
Sun, 02 Nov 2025UK£3.2bUK£10.0bUK£275.6m9.4x11.4x0.3x
Tue, 30 Sep 2025UK£2.9bUK£10.0bUK£276.8m9x10.6x0.3x
Thu, 28 Aug 2025UK£2.9bUK£10.0bUK£287.3m9x10.1x0.3x
Sat, 26 Jul 2025UK£3.4bUK£10.4bUK£277.3m10.3x12.3x0.3x
Mon, 23 Jun 2025UK£3.0bUK£10.4bUK£277.7m9.6x10.8x0.3x
Wed, 21 May 2025UK£3.0bUK£10.4bUK£277.7m9.2x10.9x0.3x
Fri, 18 Apr 2025UK£3.1bUK£10.4bUK£277.9m9x11.1x0.3x
Sun, 16 Mar 2025UK£3.2bUK£10.4bUK£281.4m8.8x11.5x0.3x
Tue, 11 Feb 2025UK£3.1bUK£12.8bUK£302.2m9x10.2x0.2x
Thu, 09 Jan 2025UK£3.5bUK£12.8bUK£302.2m9.9x11.6x0.3x
Sat, 07 Dec 2024UK£3.6bUK£12.8bUK£301.8m10.1x11.9x0.3x
Mon, 04 Nov 2024UK£3.4bUK£12.7bUK£300.3m10.7x11.2x0.3x
Wed, 02 Oct 2024UK£3.7bUK£12.8bUK£296.8m10.6x12.3x0.3x
Fri, 30 Aug 2024UK£4.0bUK£12.8bUK£316.7m12.5x12.6x0.3x
Sun, 28 Jul 2024UK£4.0bUK£12.6bUK£307.7m13x13.1x0.3x
Tue, 25 Jun 2024UK£3.6bUK£12.6bUK£303.2m11.7x11.9x0.3x
Thu, 23 May 2024UK£3.9bUK£12.6bUK£303.2m12.6x12.7x0.3x
Sat, 20 Apr 2024UK£3.5bUK£12.6bUK£301.0m11.3x11.6x0.3x
Mon, 18 Mar 2024UK£3.1bUK£12.6bUK£301.2m10.2x10.3x0.2x
Wed, 14 Feb 2024UK£3.2bUK£11.1bUK£273.2m9.4x11.6x0.3x
Fri, 12 Jan 2024UK£3.4bUK£11.1bUK£273.2m9.3x12.5x0.3x
Sun, 10 Dec 2023UK£3.2bUK£11.1bUK£273.2m9.2x11.8x0.3x
Tue, 07 Nov 2023UK£3.2bUK£11.0bUK£267.2m9.6x11.8x0.3x
Thu, 05 Oct 2023UK£3.5bUK£11.0bUK£264.5m9.9x13.4x0.3x
Sat, 02 Sep 2023UK£3.6bUK£11.0bUK£278.7m10.6x13.1x0.3x
Mon, 31 Jul 2023UK£3.9bUK£11.0bUK£278.7m10.3x13.8x0.4x
Wed, 28 Jun 2023UK£3.6bUK£9.2bUK£282.0m10.5x12.7x0.4x
Price to Earnings Ratio

12.7x


Total Market Cap: UK£3.6bTotal Earnings: UK£282.0mTotal Revenue: UK£9.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Retail Distributors Industry Price to Earnings3Y Average 11.7x202420252026
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 11.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.30x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have declined 2.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.6% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market-1.30%
Consumer Discretionary-2.85%
Retail Distributors-1.13%
Distributors-1.13%
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
SNWS Smiths NewsUK£0.709.0%
+UK£14.0m		21.5%PE6.3x
SUP SupremeUK£1.568.0%
+UK£13.5m		-21.2%PE8.4x
LIKE Likewise GroupUK£0.3113.8%
+UK£9.4m		37.8%PE87.4x
ULTP Ultimate ProductsUK£0.4716.2%
+UK£5.5m		-37.4%PE10.1x

Latest News

LIKE
UK£0.31
Likewise Group
7D
13.8%
1Y
37.8%
INCH
UK£8.03
Inchcape
7D
-2.7%
1Y
16.2%
Narrative Update • Jun 19

INCH: Bolt On Deals And P/E Reset Will Shape Balanced Stock Outlook

Analysts have adjusted their fair value estimate for Inchcape to £8.15 from £8.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E, alongside recent Street research that includes a £0.56 reduction in the price target cited by Citi. What’s in the News for Inchcape Inchcape highlighted acquisitions as a key lever for delivering shareholder value, with management describing an active pipeline of bolt on deals under review, source: Inchcape 2026 First Quarter Results call.
HEAD
UK£0.20
Headlam Group
7D
-15.6%
1Y
-78.5%
SUP
UK£1.56
Supreme
7D
8.0%
1Y
-21.2%
ULTP
UK£0.47
Ultimate Products
7D
16.2%
1Y
-37.4%
Narrative Update • Jun 05

ULTP: CEO Transition And Dividend Policy Will Support Future Rerating

Analysts have kept their £1.65 price target for Ultimate Products unchanged, citing a slightly lower discount rate, a higher revenue growth assumption, a marginally lower profit margin, and a slightly reduced future P/E estimate as offsetting factors. What's in the News Ultimate Products appointed Simon Harrison as incoming CEO, with Harrison set to join as CEO designate on 5 September 2026 and assume the CEO role on 26 October 2026, replacing long serving CEO Andrew Gossage.
SNWS
UK£0.70
Smiths News
7D
9.0%
1Y
21.5%