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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJan 04, 2025
DataAggregated Company Financials
Companies127
  • 7D-0.4%
  • 3M-4.6%
  • 1Y-0.9%
  • YTD-1.2%

The Consumer Discretionary industry has stayed flat over the last week. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Jan 2025UK£162.5bUK£190.8bUK£5.4b15.8x30.1x0.9x
Tue, 03 Dec 2024UK£166.9bUK£190.3bUK£5.4b15.8x30.9x0.9x
Thu, 31 Oct 2024UK£170.6bUK£189.5bUK£5.9b16.3x28.9x0.9x
Sat, 28 Sep 2024UK£174.7bUK£188.4bUK£6.2b17.5x28.2x0.9x
Mon, 26 Aug 2024UK£170.9bUK£188.8bUK£6.4b16.8x26.9x0.9x
Wed, 24 Jul 2024UK£164.7bUK£191.4bUK£6.2b15.8x26.6x0.9x
Fri, 21 Jun 2024UK£161.9bUK£193.0bUK£6.4b15.4x25.4x0.8x
Sun, 19 May 2024UK£196.2bUK£202.4bUK£5.0b16.3x39.1x1x
Tue, 16 Apr 2024UK£188.2bUK£205.0bUK£5.4b15.7x35.1x0.9x
Thu, 14 Mar 2024UK£192.8bUK£204.6bUK£6.1b15.7x31.4x0.9x
Sat, 10 Feb 2024UK£192.9bUK£204.0bUK£6.3b14.4x30.5x0.9x
Mon, 08 Jan 2024UK£194.2bUK£224.0bUK£6.6b14.1x29.3x0.9x
Wed, 06 Dec 2023UK£189.9bUK£223.8bUK£6.2b12.6x30.7x0.8x
Fri, 03 Nov 2023UK£185.6bUK£223.7bUK£6.1b12.2x30.4x0.8x
Sun, 01 Oct 2023UK£190.4bUK£223.3bUK£5.8b12.6x32.7x0.9x
Tue, 29 Aug 2023UK£192.0bUK£222.5bUK£6.0b12.4x31.8x0.9x
Thu, 27 Jul 2023UK£202.4bUK£214.2bUK£6.3b12.3x32.3x0.9x
Sat, 24 Jun 2023UK£196.7bUK£214.6bUK£6.2b13.1x31.9x0.9x
Mon, 22 May 2023UK£208.0bUK£213.5bUK£6.3b13.5x33x1x
Wed, 19 Apr 2023UK£202.4bUK£208.1bUK£7.1b12.8x28.7x1x
Fri, 17 Mar 2023UK£192.7bUK£209.9bUK£8.0b12.1x24x0.9x
Sun, 12 Feb 2023UK£195.3bUK£207.0bUK£8.2b13x23.8x0.9x
Tue, 10 Jan 2023UK£188.9bUK£206.5bUK£8.4b11.6x22.6x0.9x
Thu, 08 Dec 2022UK£174.0bUK£202.6bUK£8.8b10.4x19.9x0.9x
Sat, 05 Nov 2022UK£165.7bUK£196.3bUK£8.0b8.5x20.6x0.8x
Mon, 03 Oct 2022UK£151.1bUK£194.3bUK£8.0b8.1x18.9x0.8x
Wed, 31 Aug 2022UK£167.7bUK£190.7bUK£8.8b11x19.1x0.9x
Fri, 29 Jul 2022UK£174.6bUK£189.2bUK£8.9b11.6x19.6x0.9x
Sun, 26 Jun 2022UK£168.7bUK£187.4bUK£8.5b12.4x19.9x0.9x
Tue, 24 May 2022UK£177.5bUK£185.0bUK£8.1b13.3x21.8x1x
Thu, 21 Apr 2022UK£184.6bUK£177.0bUK£6.8b14.9x27.2x1x
Sat, 19 Mar 2022UK£197.1bUK£186.6bUK£6.4b14.3x30.8x1.1x
Mon, 14 Feb 2022UK£220.3bUK£185.6bUK£6.5b16.1x33.6x1.2x
Wed, 12 Jan 2022UK£235.0bUK£186.0bUK£6.4b17.4x36.8x1.3x
Price to Earnings Ratio

36.8x


Total Market Cap: UK£235.0bTotal Earnings: UK£6.4bTotal Revenue: UK£186.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 28.8x202320242025
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 28.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 5.4% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

GB Market0.85%
Consumer Discretionary-0.41%
Leisure0.77%
Consumer Services0.35%
Hospitality0.24%
Auto Components0.19%
Online Retail and Ecommerce0%
Luxury-0.38%
Auto-0.38%
Retail Distributors-0.66%
General Merchandise and Department Stores-0.85%
Specialty Stores-1.17%
Consumer Durables-1.79%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 93.2x.
    • Analysts are expecting annual earnings growth of 23.4%, which is higher than its past year's earnings decline of 12.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 63% over the next 5 years.
  • In contrast, the Leisure industry is expected to see its earnings grow by 4.4% 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
CPG Compass GroupUK£26.640.3%
+UK£152.8m		24.8%PE40x
WTB WhitbreadUK£29.310.7%
+UK£36.8m		-17.6%PE21.5x
GRG GreggsUK£27.961.3%
+UK£36.5m		9.2%PE20.7x
GAW Games Workshop GroupUK£132.400.5%
+UK£23.1m		40.4%PE28.9x
IGR IG Design GroupUK£1.5315.5%
+UK£19.5m		0.3%PE11.5x
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PPH

UK£14.15

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7D

3.3%

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22.0%