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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 27, 2024
DataAggregated Company Financials
Companies132
  • 7D-0.3%
  • 3M-4.0%
  • 1Y-2.4%
  • YTD-4.2%

Last week, the Consumer Discretionary industry hasn't moved much but DP Eurasia is up 90% in that time. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Jun 2024UK£158.0bUK£193.1bUK£6.4b15.2x24.6x0.8x
Sun, 26 May 2024UK£194.2bUK£202.5bUK£5.1b15.7x38.2x1x
Tue, 23 Apr 2024UK£185.7bUK£204.8bUK£5.3b15.4x34.8x0.9x
Thu, 21 Mar 2024UK£189.9bUK£205.0bUK£6.3b14.7x30x0.9x
Sat, 17 Feb 2024UK£193.6bUK£204.1bUK£6.3b14.9x30.7x0.9x
Mon, 15 Jan 2024UK£193.1bUK£224.0bUK£6.6b14x29.1x0.9x
Wed, 13 Dec 2023UK£193.2bUK£224.3bUK£6.1b13.8x31.6x0.9x
Fri, 10 Nov 2023UK£184.8bUK£223.5bUK£6.1b12.4x30.3x0.8x
Sun, 08 Oct 2023UK£186.5bUK£223.6bUK£5.8b12.2x32.2x0.8x
Tue, 05 Sep 2023UK£195.3bUK£221.9bUK£6.1b12.5x32.2x0.9x
Thu, 03 Aug 2023UK£199.8bUK£216.6bUK£6.6b12.2x30.3x0.9x
Sat, 01 Jul 2023UK£200.0bUK£214.6bUK£6.2b12.6x32.5x0.9x
Mon, 29 May 2023UK£201.6bUK£214.2bUK£6.3b13.3x31.9x0.9x
Wed, 26 Apr 2023UK£205.4bUK£207.6bUK£6.7b12.6x30.8x1x
Fri, 24 Mar 2023UK£192.4bUK£207.4bUK£7.4b12.1x26.1x0.9x
Sun, 19 Feb 2023UK£201.6bUK£207.1bUK£8.2b12.5x24.7x1x
Tue, 17 Jan 2023UK£196.0bUK£206.5bUK£8.5b11.7x23.1x0.9x
Thu, 15 Dec 2022UK£174.4bUK£203.3bUK£8.8b10.5x19.7x0.9x
Sat, 12 Nov 2022UK£174.4bUK£196.6bUK£8.1b9.9x21.5x0.9x
Mon, 10 Oct 2022UK£153.6bUK£194.9bUK£8.1b8x18.9x0.8x
Wed, 07 Sep 2022UK£167.1bUK£190.8bUK£8.8b10.8x19x0.9x
Fri, 05 Aug 2022UK£179.4bUK£189.7bUK£8.9b12.3x20.1x0.9x
Sun, 03 Jul 2022UK£165.7bUK£187.7bUK£8.5b12.2x19.5x0.9x
Tue, 31 May 2022UK£183.0bUK£185.5bUK£8.4b13.2x21.8x1x
Thu, 28 Apr 2022UK£175.2bUK£178.2bUK£7.3b14x24x1x
Sat, 26 Mar 2022UK£188.1bUK£187.2bUK£6.8b14x27.5x1x
Mon, 21 Feb 2022UK£212.5bUK£185.5bUK£6.5b15.9x32.5x1.1x
Wed, 19 Jan 2022UK£224.8bUK£185.9bUK£6.4b16.7x35.2x1.2x
Fri, 17 Dec 2021UK£226.6bUK£186.3bUK£6.4b17.6x35.4x1.2x
Sun, 14 Nov 2021UK£218.6bUK£175.7bUK£5.4b18.5x40.3x1.2x
Tue, 12 Oct 2021UK£205.0bUK£168.3bUK£3.7b19.4x56.1x1.2x
Thu, 09 Sep 2021UK£219.1bUK£166.5bUK£2.3b23.1x93.5x1.3x
Sat, 07 Aug 2021UK£220.2bUK£162.3bUK£1.9b23.9x114.9x1.4x
Price to Earnings Ratio

124x


Total Market Cap: UK£215.9bTotal Earnings: UK£1.7bTotal Revenue: UK£161.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 37.1x202220232024
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 24.6x which is lower than its 3-year average PE of 37.1x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.82x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 55% per year over the last three years.
  • Revenues for these companies have grown 6.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

GB Market0.22%
Consumer Discretionary-0.28%
Auto4.83%
Leisure4.08%
Specialty Stores1.55%
Consumer Services0.93%
Auto Components0.25%
Online Retail and Ecommerce0%
General Merchandise and Department Stores-0.14%
Retail Distributors-0.47%
Consumer Durables-0.84%
Hospitality-1.19%
Luxury-1.47%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 73.8x.
    • Analysts are expecting annual earnings growth of 21.5%, which is higher than its past year's earnings growth of 11.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 82% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 3.0% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
DPEU DP EurasiaUK£1.9089.5%
+UK£131.6m		319.4%PE42.6x
PSON PearsonUK£9.861.8%
+UK£113.2m		20.6%PE17.4x
WOSG Watches of Switzerland GroupUK£4.238.1%
+UK£75.7m		-30.5%PE9.7x
MOON Moonpig GroupUK£1.8313.7%
+UK£75.6m		27.6%PE18x
FRAS Frasers GroupUK£8.821.2%
+UK£45.5m		27.5%PE7.2x
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GAW

UK£108.00

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7D

1.0%

1Y

0%

BME

UK£4.45

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7D

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1Y

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UK£46.14

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1Y

19.3%

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BRBY

UK£9.00

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1Y

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UK£91.32

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7D

0.3%

1Y

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PSON

UK£9.86

Pearson

7D

1.8%

1Y

20.6%

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Jun 10
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ENT

UK£6.34

Entain

7D

-5.7%

1Y

-48.6%

FRAS

UK£8.82

Frasers Group

7D

1.2%

1Y

27.5%

JD.

UK£1.26

JD Sports Fashion

7D

0.4%

1Y

-12.2%

TW.

UK£1.42

Taylor Wimpey

7D

-1.9%

1Y

38.7%

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AML

UK£1.42

Aston Martin Lagonda Global Holdings

7D

-6.8%

1Y

-58.6%

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WOSG

UK£4.23

Watches of Switzerland Group

7D

8.1%

1Y

-30.5%

MOON

UK£1.83

Moonpig Group

7D

13.7%

1Y

27.6%

DPEU

UK£1.90

DP Eurasia

7D

89.5%

1Y

319.4%