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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedAug 16, 2026
DataAggregated Company Financials
Companies114
  • 7D-0.7%
  • 3M8.7%
  • 1Y-3.2%
  • YTD-0.1%

Over the last 7 days, the Consumer Discretionary industry has remained flat. As for the longer term, the industry has declined 3.2% in the last year. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

Has the U.K. Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Aug 2026UK£165.1bUK£200.3bUK£6.4b15.1x25.9x0.8x
Tue, 14 Jul 2026UK£160.5bUK£198.8bUK£6.3b14x25.5x0.8x
Thu, 11 Jun 2026UK£158.6bUK£198.8bUK£6.2b13.7x25.8x0.8x
Sat, 09 May 2026UK£150.7bUK£195.8bUK£6.0b12.3x25.2x0.8x
Mon, 06 Apr 2026UK£147.1bUK£195.6bUK£6.0b11.7x24.4x0.8x
Wed, 04 Mar 2026UK£143.8bUK£182.2bUK£5.2b15.2x27.9x0.8x
Fri, 30 Jan 2026UK£148.1bUK£184.8bUK£5.2b13.8x28.7x0.8x
Sun, 28 Dec 2025UK£152.3bUK£185.6bUK£5.2b15x29.4x0.8x
Tue, 25 Nov 2025UK£151.0bUK£184.7bUK£4.9b15.6x30.7x0.8x
Thu, 23 Oct 2025UK£159.3bUK£183.1bUK£5.0b16.5x32x0.9x
Sat, 20 Sep 2025UK£153.8bUK£183.7bUK£4.9b15.2x31.2x0.8x
Mon, 18 Aug 2025UK£156.6bUK£183.7bUK£4.6b15.5x33.8x0.9x
Wed, 16 Jul 2025UK£158.8bUK£184.6bUK£4.9b15.7x32.3x0.9x
Fri, 13 Jun 2025UK£163.5bUK£183.6bUK£4.9b17.4x33.5x0.9x
Sun, 11 May 2025UK£160.8bUK£182.3bUK£4.9b16.4x33.1x0.9x
Tue, 08 Apr 2025UK£140.5bUK£187.3bUK£4.9b15.5x28.6x0.8x
Thu, 06 Mar 2025UK£157.3bUK£186.9bUK£5.3b14.3x29.9x0.8x
Sat, 01 Feb 2025UK£166.3bUK£190.8bUK£5.5b15.3x30.5x0.9x
Mon, 30 Dec 2024UK£163.2bUK£190.4bUK£5.4b15.9x30.3x0.9x
Wed, 27 Nov 2024UK£165.6bUK£190.1bUK£5.7b15.8x29.3x0.9x
Fri, 25 Oct 2024UK£170.4bUK£189.5bUK£5.9b17.1x28.9x0.9x
Sun, 22 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Tue, 20 Aug 2024UK£171.3bUK£191.3bUK£6.5b16.3x26.2x0.9x
Thu, 18 Jul 2024UK£162.5bUK£191.3bUK£6.3b15.8x25.7x0.8x
Sat, 15 Jun 2024UK£185.1bUK£202.6bUK£5.4b15.3x34.3x0.9x
Mon, 13 May 2024UK£195.8bUK£200.6bUK£5.2b16.5x37.6x1x
Wed, 10 Apr 2024UK£190.1bUK£204.9bUK£5.1b15.3x37.6x0.9x
Fri, 08 Mar 2024UK£191.5bUK£205.1bUK£5.9b15.6x32.4x0.9x
Sun, 04 Feb 2024UK£196.3bUK£223.4bUK£6.7b14.1x29.4x0.9x
Tue, 02 Jan 2024UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Thu, 30 Nov 2023UK£188.0bUK£223.6bUK£6.2b12.2x30.3x0.8x
Sat, 28 Oct 2023UK£179.6bUK£223.7bUK£6.0b11.9x30x0.8x
Mon, 25 Sep 2023UK£194.5bUK£223.0bUK£5.8b12.5x33.3x0.9x
Wed, 23 Aug 2023UK£190.3bUK£222.2bUK£6.0b12.3x31.5x0.9x
Price to Earnings Ratio

31.5x


Total Market Cap: UK£190.3bTotal Earnings: UK£6.0bTotal Revenue: UK£222.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30x202420252026
Current Industry PE
  • Investors are pessimistic on the British Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 25.9x which is lower than its 3-year average PE of 30.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 3.4% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

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

GB Market-1.35%
Consumer Discretionary-0.73%
Auto Components3.62%
Leisure1.21%
Consumer Durables1.21%
Online Retail and Ecommerce0%0
Hospitality-0.30%
Auto-0.85%
Retail Distributors-0.90%
Specialty Stores-0.92%
Consumer Services-2.17%
General Merchandise and Department Stores-2.54%
Luxury-4.64%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 60.4%, which is higher than its past year's earnings decline of 24.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 60% over the next 5 years.
  • This is better than its past earnings decline of 24% per year.
  • In contrast, the Leisure industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
IHG InterContinental Hotels GroupUS$158.850.5%
+US$125.2m		32.3%PE32.9x
ENT EntainUK£5.572.2%
+UK£78.1m		-37.2%PS0.7x
GAW Games Workshop GroupUK£191.101.2%
+UK£76.0m		21.9%PE30.7x
PSN PersimmonUK£11.871.8%
+UK£65.8m		8.6%PE12.5x
BWY BellwayUK£21.822.7%
+UK£65.3m		-10.4%PE15.7x

Latest News

ENT
UK£5.57
Entain
7D
2.2%
1Y
-37.2%
IHG
US$158.85
InterContinental Hotels Group
7D
0.5%
1Y
32.3%
PSN
UK£11.87
Persimmon
7D
1.8%
1Y
8.6%
NXT
UK£152.55
NEXT
7D
-2.7%
1Y
29.8%
GAW
UK£191.10
Games Workshop Group
7D
1.2%
1Y
21.9%
JD.
UK£0.92
JD Sports Fashion
7D
-2.7%
1Y
5.6%
DOCS
UK£0.88
Dr. Martens
7D
5.1%
1Y
17.7%
TW.
UK£0.86
Taylor Wimpey
7D
1.7%
1Y
-14.0%
Narrative Update • Aug 06

TW.: Cost Discipline And Land Pipeline Execution Will Support Future Upside Potential

The updated analyst price target for Taylor Wimpey reflects a lower fair value estimate, moving from £1.31 to £1.23, as analysts factor in softer revenue growth and profit margin assumptions, alongside a series of recent price target cuts across the Street. Analyst Commentary Street research on Taylor Wimpey over recent months points to a reset in expectations, with several firms cutting price targets and in some cases reducing ratings.
GRG
UK£18.22
Greggs
7D
-5.0%
1Y
15.0%
Narrative Update • Aug 05

GRG: Refined Expectations And Cost Efficiency Constraints Will Shape Balanced Forward Returns

Analysts have lifted their fair value estimate for Greggs to about £17.77 per share from roughly £17.01, citing updated price targets that balance higher Street forecasts, including a new £2,210 target alongside a £1,960 target, with views that future cost savings may be less accessible after the recent share price move. Analyst Commentary Recent research on Greggs shows a split in opinion on how much upside is left in the share price following the recent rally.
CPG
US$32.06
Compass Group
7D
-0.4%
1Y
-8.8%
PSON
UK£11.97
Pearson
7D
-2.2%
1Y
12.6%
BWY
UK£21.82
Bellway
7D
2.7%
1Y
-10.4%
BRBY
UK£10.80
Burberry Group
7D
-7.3%
1Y
-1.9%
COA
UK£0.84
Coats Group
7D
-2.7%
1Y
13.6%
PTEC
UK£3.82
Playtech
7D
4.1%
1Y
-9.3%
Narrative Update • Jul 24

PTEC: Higher Forward P/E Assumptions Will Pressure Overvalued Shares

The analyst price target for Playtech has been raised, with the updated fair value estimate moving from £2.15 to £2.88 per share, as analysts point to adjusted assumptions on revenue growth, discount rate, profit margin and future P/E in light of recent target increases from several banks. Analyst Commentary Recent Street research on Playtech shows a split in opinion, with several firms lifting their price targets but expressing different levels of conviction on where the stock should trade.
WTB
UK£24.80
Whitbread
7D
-1.5%
1Y
-20.1%