Narrative Update • Jun 26

In the last week, the Home Improvement Retail industry is up 3.9%, with Kingfisher up 4.0%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 14% per annum.
Has the U.K. Home Improvement Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | UK£5.6b | UK£15.3b | UK£303.5m | 15x | 18.6x | 0.4x |
| Tue, 26 May 2026 | UK£5.7b | UK£15.3b | UK£302.9m | 15.1x | 18.8x | 0.4x |
| Thu, 23 Apr 2026 | UK£5.8b | UK£15.3b | UK£301.3m | 16.3x | 19.4x | 0.4x |
| Sat, 21 Mar 2026 | UK£5.7b | UK£15.2b | UK£241.3m | 14.8x | 23.5x | 0.4x |
| Mon, 16 Feb 2026 | UK£7.1b | UK£15.1b | UK£225.0m | 23.5x | 31.4x | 0.5x |
| Wed, 14 Jan 2026 | UK£6.2b | UK£15.1b | UK£225.0m | 21.8x | 27.7x | 0.4x |
| Fri, 12 Dec 2025 | UK£6.1b | UK£15.1b | UK£225.0m | 21.7x | 27.3x | 0.4x |
| Sun, 09 Nov 2025 | UK£6.2b | UK£15.1b | UK£202.9m | 28.8x | 30.5x | 0.4x |
| Tue, 07 Oct 2025 | UK£6.1b | UK£15.1b | UK£202.9m | 28.3x | 30.3x | 0.4x |
| Thu, 04 Sep 2025 | UK£5.1b | UK£15.0b | UK£198.8m | 25.3x | 25.6x | 0.3x |
| Sat, 02 Aug 2025 | UK£5.6b | UK£15.0b | UK£198.8m | 28.4x | 28x | 0.4x |
| Mon, 30 Jun 2025 | UK£6.0b | UK£15.0b | UK£198.8m | 30.5x | 30.3x | 0.4x |
| Wed, 28 May 2025 | UK£6.2b | UK£15.0b | UK£199.0m | 29.3x | 31x | 0.4x |
| Fri, 25 Apr 2025 | UK£5.6b | UK£15.0b | UK£194.3m | 25.6x | 29x | 0.4x |
| Sun, 23 Mar 2025 | UK£5.7b | UK£15.1b | UK£351.8m | 23.2x | 16.3x | 0.4x |
| Tue, 18 Feb 2025 | UK£5.4b | UK£15.1b | UK£364.4m | 14x | 14.9x | 0.4x |
| Thu, 16 Jan 2025 | UK£5.1b | UK£15.1b | UK£364.4m | 12.5x | 14x | 0.3x |
| Sat, 14 Dec 2024 | UK£5.5b | UK£15.1b | UK£371.0m | 13.6x | 15x | 0.4x |
| Mon, 11 Nov 2024 | UK£6.1b | UK£15.1b | UK£386.3m | 30.1x | 15.8x | 0.4x |
| Wed, 09 Oct 2024 | UK£6.5b | UK£15.1b | UK£386.3m | 27.7x | 16.9x | 0.4x |
| Fri, 06 Sep 2024 | UK£5.9b | UK£15.3b | UK£386.0m | 26.1x | 15.4x | 0.4x |
| Sun, 04 Aug 2024 | UK£5.7b | UK£15.3b | UK£386.0m | 24.8x | 14.9x | 0.4x |
| Tue, 02 Jul 2024 | UK£5.4b | UK£15.3b | UK£386.0m | 24.8x | 14.1x | 0.4x |
| Thu, 30 May 2024 | UK£5.6b | UK£15.3b | UK£391.2m | 16.4x | 14.4x | 0.4x |
| Sat, 27 Apr 2024 | UK£5.4b | UK£15.3b | UK£393.6m | 17.1x | 13.7x | 0.4x |
| Mon, 25 Mar 2024 | UK£5.2b | UK£15.4b | UK£383.6m | 17.2x | 13.5x | 0.3x |
| Wed, 21 Feb 2024 | UK£5.0b | UK£15.4b | UK£374.8m | 19.1x | 13.4x | 0.3x |
| Fri, 19 Jan 2024 | UK£5.4b | UK£16.5b | UK£401.4m | 18.2x | 13.5x | 0.3x |
| Sun, 17 Dec 2023 | UK£6.0b | UK£16.5b | UK£401.4m | 21x | 14.9x | 0.4x |
| Tue, 14 Nov 2023 | UK£5.6b | UK£16.6b | UK£383.5m | 18.6x | 14.6x | 0.3x |
| Thu, 12 Oct 2023 | UK£5.3b | UK£16.6b | UK£383.5m | 20.2x | 13.9x | 0.3x |
| Sat, 09 Sep 2023 | UK£5.6b | UK£16.5b | UK£531.3m | 20x | 10.6x | 0.3x |
| Mon, 07 Aug 2023 | UK£5.9b | UK£16.5b | UK£531.3m | 19.3x | 11.2x | 0.4x |
| Wed, 05 Jul 2023 | UK£5.7b | UK£16.8b | UK£485.7m | 18.8x | 11.7x | 0.3x |
11.7x
How does U.K. Home Improvement Retail compare with similar industries?
| GB Market | 1.14% | |
| Consumer Discretionary | 3.09% | |
| Specialty Stores | 2.70% | |
| Home Improvement Retail | 3.90% | |
| Automotive Retail | 12.05% | |
| Apparel Retail | 5.40% | |
| Home Furnishing Retail | 4.02% | |
| Computer and Electronics Retail | 3.97% | |
| Specialty Stores | 0.85% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KGF Kingfisher | UK£2.91 | 4.0% +UK£187.6m | 0.8% | PE19.7x | |
| WIX Wickes Group | UK£1.90 | 6.9% +UK£27.8m | -18.3% | PE11.2x | |
| TPT Topps Tiles | UK£0.34 | 3.0% +UK£2.0m | -0.6% | PE13x |