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. Earnings are forecast to grow by 14% annually.
Has the U.K. Home Improvement Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | UK£5.6b | UK£15.3b | UK£303.5m | 15x | 18.6x | 0.4x |
| Wed, 27 May 2026 | UK£5.8b | UK£15.3b | UK£302.9m | 15.1x | 19.1x | 0.4x |
| Fri, 24 Apr 2026 | UK£5.7b | UK£15.3b | UK£301.3m | 15.5x | 19.1x | 0.4x |
| Sun, 22 Mar 2026 | UK£5.7b | UK£15.2b | UK£241.3m | 14.8x | 23.5x | 0.4x |
| Tue, 17 Feb 2026 | UK£7.0b | UK£15.1b | UK£225.0m | 23.6x | 31.1x | 0.5x |
| Thu, 15 Jan 2026 | UK£6.3b | UK£15.1b | UK£225.0m | 22x | 28.1x | 0.4x |
| Sat, 13 Dec 2025 | UK£6.1b | UK£15.1b | UK£225.0m | 21.8x | 27.2x | 0.4x |
| Mon, 10 Nov 2025 | UK£6.2b | UK£15.1b | UK£202.9m | 28.8x | 30.5x | 0.4x |
| Wed, 08 Oct 2025 | UK£6.1b | UK£15.1b | UK£202.9m | 28.1x | 30.2x | 0.4x |
| Fri, 05 Sep 2025 | UK£5.2b | UK£15.0b | UK£198.8m | 25.7x | 26x | 0.3x |
| Sun, 03 Aug 2025 | UK£5.6b | UK£15.0b | UK£198.8m | 28.4x | 27.9x | 0.4x |
| Tue, 01 Jul 2025 | UK£6.0b | UK£15.0b | UK£198.8m | 29.5x | 30.4x | 0.4x |
| Thu, 29 May 2025 | UK£6.0b | UK£15.0b | UK£199.0m | 29.1x | 30x | 0.4x |
| Sat, 26 Apr 2025 | UK£5.7b | UK£15.0b | UK£194.3m | 26x | 29.3x | 0.4x |
| Mon, 24 Mar 2025 | UK£5.7b | UK£15.1b | UK£351.8m | 23.2x | 16.3x | 0.4x |
| Wed, 19 Feb 2025 | UK£5.3b | UK£15.1b | UK£364.4m | 13.8x | 14.6x | 0.4x |
| Fri, 17 Jan 2025 | UK£5.1b | UK£15.1b | UK£364.4m | 12.5x | 14x | 0.3x |
| Sun, 15 Dec 2024 | UK£5.5b | UK£15.1b | UK£371.0m | 13.6x | 15x | 0.4x |
| Tue, 12 Nov 2024 | UK£6.1b | UK£15.1b | UK£386.3m | 30.6x | 15.8x | 0.4x |
| Thu, 10 Oct 2024 | UK£6.6b | UK£15.1b | UK£386.3m | 28x | 17.2x | 0.4x |
| Sat, 07 Sep 2024 | UK£5.9b | UK£15.3b | UK£386.0m | 26.5x | 15.3x | 0.4x |
| Mon, 05 Aug 2024 | UK£5.7b | UK£15.3b | UK£386.0m | 24.8x | 14.9x | 0.4x |
| Wed, 03 Jul 2024 | UK£5.4b | UK£15.3b | UK£386.0m | 24.5x | 14.1x | 0.4x |
| Fri, 31 May 2024 | UK£5.7b | UK£15.3b | UK£391.2m | 16.7x | 14.6x | 0.4x |
| Sun, 28 Apr 2024 | UK£5.4b | UK£15.3b | UK£393.6m | 17.1x | 13.7x | 0.4x |
| Tue, 26 Mar 2024 | UK£5.3b | UK£15.3b | UK£393.6m | 17.2x | 13.4x | 0.3x |
| Thu, 22 Feb 2024 | UK£5.1b | UK£15.4b | UK£374.8m | 19x | 13.5x | 0.3x |
| Sat, 20 Jan 2024 | UK£5.4b | UK£16.5b | UK£401.4m | 18.1x | 13.4x | 0.3x |
| Mon, 18 Dec 2023 | UK£6.0b | UK£16.5b | UK£401.4m | 21x | 14.9x | 0.4x |
| Wed, 15 Nov 2023 | UK£5.7b | UK£16.6b | UK£383.5m | 18.1x | 14.9x | 0.3x |
| Fri, 13 Oct 2023 | UK£5.3b | UK£16.6b | UK£383.5m | 19.4x | 13.8x | 0.3x |
| Sun, 10 Sep 2023 | UK£5.6b | UK£16.5b | UK£531.3m | 20x | 10.6x | 0.3x |
| Tue, 08 Aug 2023 | UK£5.9b | UK£16.5b | UK£531.3m | 19.3x | 11.1x | 0.4x |
| Thu, 06 Jul 2023 | UK£5.6b | UK£16.5b | UK£531.3m | 19.6x | 10.5x | 0.3x |
10.5x
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 | 0.07% | PE19.7x | |
| WIX Wickes Group | UK£1.90 | 6.2% +UK£25.1m | -15.5% | PE11.2x | |
| VIC Victorian Plumbing Group | UK£0.80 | 1.9% +UK£4.9m | 2.3% | PE17.1x |