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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies115
  • 7D0.2%
  • 3M-1.9%
  • 1Y-5.7%
  • YTD-4.9%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Games Workshop Group gained 16%. As for the longer term, the industry has declined 5.7% in the last year. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Nov 2025UK£151.1bUK£184.7bUK£4.9b15.6x30.7x0.8x
Wed, 22 Oct 2025UK£154.5bUK£183.0bUK£5.0b16.2x31x0.8x
Fri, 19 Sep 2025UK£154.0bUK£183.2bUK£4.9b15.3x31.7x0.8x
Sun, 17 Aug 2025UK£156.6bUK£183.7bUK£4.6b15.5x33.8x0.9x
Tue, 15 Jul 2025UK£160.6bUK£184.5bUK£4.9b15.8x32.7x0.9x
Thu, 12 Jun 2025UK£164.1bUK£183.7bUK£4.9b16.7x33.7x0.9x
Sat, 10 May 2025UK£160.8bUK£182.3bUK£4.9b16.4x33.1x0.9x
Mon, 07 Apr 2025UK£146.3bUK£186.9bUK£4.9b15.3x29.9x0.8x
Wed, 05 Mar 2025UK£158.6bUK£189.5bUK£5.3b14.4x30.1x0.8x
Fri, 31 Jan 2025UK£163.7bUK£190.8bUK£5.4b15.4x30.2x0.9x
Sun, 29 Dec 2024UK£163.2bUK£190.4bUK£5.4b15.9x30.3x0.9x
Tue, 26 Nov 2024UK£165.9bUK£190.0bUK£5.7b16x29.3x0.9x
Thu, 24 Oct 2024UK£170.5bUK£189.6bUK£5.9b17.1x28.8x0.9x
Sat, 21 Sep 2024UK£172.7bUK£188.6bUK£6.3b17.2x27.5x0.9x
Mon, 19 Aug 2024UK£169.9bUK£191.4bUK£6.5b16.1x26x0.9x
Wed, 17 Jul 2024UK£163.0bUK£191.4bUK£6.3b15.9x25.8x0.9x
Fri, 14 Jun 2024UK£190.4bUK£202.6bUK£5.4b15.5x34.9x0.9x
Sun, 12 May 2024UK£195.8bUK£200.6bUK£5.2b16.5x37.6x1x
Tue, 09 Apr 2024UK£191.1bUK£205.0bUK£5.1b15.2x37.8x0.9x
Thu, 07 Mar 2024UK£192.1bUK£205.0bUK£6.3b15.5x30.6x0.9x
Sat, 03 Feb 2024UK£196.3bUK£223.4bUK£6.7b14.1x29.4x0.9x
Mon, 01 Jan 2024UK£200.3bUK£224.0bUK£6.6b14.1x30.2x0.9x
Wed, 29 Nov 2023UK£188.3bUK£223.5bUK£6.2b12.3x30.2x0.8x
Fri, 27 Oct 2023UK£179.1bUK£223.7bUK£6.0b11.8x29.9x0.8x
Sun, 24 Sep 2023UK£194.5bUK£223.0bUK£5.8b12.5x33.3x0.9x
Tue, 22 Aug 2023UK£191.4bUK£222.2bUK£6.0b12x31.7x0.9x
Thu, 20 Jul 2023UK£204.7bUK£214.2bUK£6.3b12.7x32.7x1x
Sat, 17 Jun 2023UK£201.4bUK£214.2bUK£6.2b13.8x32.4x0.9x
Mon, 15 May 2023UK£207.6bUK£212.3bUK£6.5b13.4x31.7x1x
Wed, 12 Apr 2023UK£197.3bUK£208.1bUK£7.1b12.1x27.9x0.9x
Fri, 10 Mar 2023UK£200.2bUK£209.9bUK£8.2b12.6x24.4x1x
Sun, 05 Feb 2023UK£203.6bUK£206.8bUK£8.2b12.8x24.8x1x
Tue, 03 Jan 2023UK£178.0bUK£206.5bUK£8.4b10.8x21.3x0.9x
Thu, 01 Dec 2022UK£175.6bUK£201.8bUK£8.5b10.3x20.6x0.9x
Price to Earnings Ratio

20.6x


Total Market Cap: UK£175.6bTotal Earnings: UK£8.5bTotal Revenue: UK£201.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.2x202320242025
Current Industry PE
  • Investors are relatively neutral on the British Consumer Discretionary 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 30.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 17% per year over the last three years,
  • Revenues have also declined 2.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

GB Market-1.42%
Consumer Discretionary0.24%
Leisure15.34%
Auto3.79%
Retail Distributors1.01%
General Merchandise and Department Stores0.72%
Hospitality0.46%
Online Retail and Ecommerce0%0
Consumer Durables-0.11%
Auto Components-0.12%
Specialty Stores-1.31%
Consumer Services-1.35%
Luxury-7.83%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 44.5%, which is higher than its past year's earnings decline of 32.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 75% over the next 5 years.
  • 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
GAW Games Workshop GroupUK£187.7015.5%
+UK£831.0m		40.1%PE31.6x
CPG Compass GroupUK£24.580.6%
+UK£237.6m		-7.4%PE37.4x
IHG InterContinental Hotels GroupUK£97.321.0%
+UK£140.0m		-0.7%PE25.6x
FRAS Frasers GroupUK£7.164.4%
+UK£129.9m		-6.1%PE10.8x
NXT NEXTUK£139.250.8%
+UK£122.0m		41.5%PE20.4x

Latest News

FRAS
UK£7.16
Frasers Group
7D
4.4%
1Y
-6.1%

Is There Now An Opportunity In Frasers Group Plc (LON:FRAS)?

Nov 24
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IHG
UK£97.32
InterContinental Hotels Group
7D
1.0%
1Y
-0.7%

With EPS Growth And More, InterContinental Hotels Group (LON:IHG) Makes An Interesting Case

Nov 24
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DOCS
UK£0.74
Dr. Martens
7D
-12.0%
1Y
23.3%
GAW
UK£187.70
Games Workshop Group
7D
15.5%
1Y
40.1%
GRG
UK£14.50
Greggs
7D
-3.7%
1Y
-46.4%

GRG: Profit Margins Will Hold Up Despite Ongoing Input Cost Pressures

The analyst price target for Greggs has been lowered, falling by approximately £200 to £400, as analysts cite slightly reduced revenue growth forecasts and minor adjustments to profit margin expectations. Analyst Commentary Recent analyst revisions reflect both ongoing optimism and emerging caution around Greggs' near-term prospects.
BME
UK£1.68
B&M European Value Retail
7D
5.8%
1Y
-52.0%

BME: Leadership Change And Dividend Policy Shift Will Drive Future Upside

Analysts have revised their price target for B&M European Value Retail downward from £2.96 to £2.57. This change is due to adjustments to discount rate assumptions and slightly lower projected profit margins.
ENT
UK£7.28
Entain
7D
2.6%
1Y
-8.7%

ENT: Upcoming Earnings Guidance Will Drive Share Performance Amid Diverging Street Views

Entain's analyst price target has been modestly revised downward, decreasing from £11.71 to £11.63, as analysts cite mixed outlooks on profit margins and future growth potential based on recent investment research. Analyst Commentary Recent street research offers a nuanced perspective on Entain's valuation and growth trajectory, with analysts split between positive price target revisions and a degree of caution regarding long-term execution.
JD.
UK£0.73
JD Sports Fashion
7D
-7.2%
1Y
-29.1%
PSN
UK£12.59
Persimmon
7D
2.3%
1Y
-2.2%

Are Investors Undervaluing Persimmon Plc (LON:PSN) By 47%?

Nov 20
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PSON
UK£9.99
Pearson
7D
-1.6%
1Y
-19.1%
BKG
UK£37.96
Berkeley Group Holdings
7D
-2.0%
1Y
-12.1%

BKG: Steady Outlook Will Reflect Stable Margins And Earnings Guidance

Narrative Update on Berkeley Group Holdings Analysts have reaffirmed their price target for Berkeley Group Holdings at £43.85, maintaining their previous valuation as expectations for revenue growth and profit margins remain steady. This comes despite a slight uptick in the discount rate and future price-to-earnings ratio.
CPG
UK£24.58
Compass Group
7D
0.6%
1Y
-7.4%

CPG: Shares Poised For 20% Upside On European Expansion Momentum

Narrative Update on Compass Group Analysts have increased their price target for Compass Group from £28.12 to £28.64 per share, reflecting expectations of improved long-term growth and profitability. Analyst Commentary Bullish Takeaways Bullish analysts are emphasizing Compass Group's ongoing improvement in long-term EBITA growth and view it as a key driver for potential share price appreciation.
BRBY
UK£11.21
Burberry Group
7D
-2.6%
1Y
24.4%
VTY
UK£5.97
Vistry Group
7D
-3.3%
1Y
-9.5%

VTY: Share Buyback And Joint Venture Will Shape Sector Outlook

Analysts have slightly increased their average price target for Vistry Group, citing modest improvements in fair value estimates and profitability metrics. Recent adjustments range from an updated target of £5.00 to £6.01 per share.
NXT
UK£139.25
NEXT
7D
0.8%
1Y
41.5%

NXT: Improved Outlook Will Drive Dividends And Share Buybacks In 2025

The analyst price target for NEXT has increased from £129.56 to £138.64. This reflects improved revenue growth and profit margin forecasts, supported by multiple recent upward price target revisions from analysts.
CRST
UK£1.32
Crest Nicholson Holdings
7D
-19.0%
1Y
-15.1%