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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedDec 04, 2024
DataAggregated Company Financials
Companies129
  • 7D1.4%
  • 3M-0.7%
  • 1Y4.4%
  • YTD0.8%

The Consumer Discretionary industry is up 1.4% in the last week, with Compass Group up 1.9%. Meanwhile, Pets at Home Group actually underperformed within the industry, shrinking 15% in the last week. This takes the industry's 12 month performance to a gain of 4.4%. Earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Dec 2024UK£168.0bUK£190.2bUK£5.4b16.1x31.1x0.9x
Fri, 01 Nov 2024UK£170.6bUK£189.8bUK£6.0b16.3x28.3x0.9x
Sun, 29 Sep 2024UK£174.6bUK£188.4bUK£6.2b17.5x28.2x0.9x
Tue, 27 Aug 2024UK£170.9bUK£188.8bUK£6.4b16.8x26.9x0.9x
Thu, 25 Jul 2024UK£164.8bUK£191.4bUK£6.2b15.9x26.6x0.9x
Sat, 22 Jun 2024UK£161.8bUK£193.0bUK£6.4b15.5x25.4x0.8x
Mon, 20 May 2024UK£196.2bUK£202.4bUK£5.0b16.3x39.1x1x
Wed, 17 Apr 2024UK£188.2bUK£205.0bUK£5.4b15.7x35.1x0.9x
Fri, 15 Mar 2024UK£192.9bUK£205.1bUK£6.3b15.4x30.5x0.9x
Sun, 11 Feb 2024UK£192.9bUK£204.0bUK£6.3b14.4x30.5x0.9x
Tue, 09 Jan 2024UK£196.7bUK£224.0bUK£6.6b14.4x29.7x0.9x
Thu, 07 Dec 2023UK£191.9bUK£224.2bUK£6.1b12.9x31.5x0.9x
Sat, 04 Nov 2023UK£187.3bUK£223.7bUK£6.1b12.5x30.7x0.8x
Mon, 02 Oct 2023UK£190.4bUK£223.3bUK£5.8b12.6x32.7x0.9x
Wed, 30 Aug 2023UK£195.5bUK£222.5bUK£6.0b12.4x32.4x0.9x
Fri, 28 Jul 2023UK£202.6bUK£214.2bUK£6.4b12.8x31.8x0.9x
Sun, 25 Jun 2023UK£196.7bUK£214.6bUK£6.2b13.1x31.9x0.9x
Tue, 23 May 2023UK£209.2bUK£213.5bUK£6.3b13.4x33.1x1x
Thu, 20 Apr 2023UK£202.1bUK£208.1bUK£6.7b12.9x30.2x1x
Sat, 18 Mar 2023UK£190.1bUK£210.2bUK£7.9b11.9x24.1x0.9x
Mon, 13 Feb 2023UK£195.3bUK£207.0bUK£8.2b13x23.8x0.9x
Wed, 11 Jan 2023UK£188.5bUK£206.5bUK£8.5b11.4x22.2x0.9x
Fri, 09 Dec 2022UK£173.8bUK£203.2bUK£8.9b10.4x19.6x0.9x
Sun, 06 Nov 2022UK£165.7bUK£196.3bUK£8.0b8.5x20.6x0.8x
Tue, 04 Oct 2022UK£152.1bUK£194.2bUK£8.0b8.2x19.1x0.8x
Thu, 01 Sep 2022UK£167.3bUK£190.7bUK£8.8b11x19.1x0.9x
Sat, 30 Jul 2022UK£177.4bUK£189.5bUK£8.7b11.7x20.5x0.9x
Mon, 27 Jun 2022UK£168.7bUK£187.4bUK£8.5b12.4x19.9x0.9x
Wed, 25 May 2022UK£232.5bUK£185.3bUK£8.2b13.3x28.5x1.3x
Fri, 22 Apr 2022UK£186.4bUK£177.1bUK£6.8b14.9x27.5x1.1x
Sun, 20 Mar 2022UK£197.1bUK£186.6bUK£6.4b14.3x30.8x1.1x
Tue, 15 Feb 2022UK£216.9bUK£185.6bUK£6.5b16x33.1x1.2x
Thu, 13 Jan 2022UK£233.8bUK£185.9bUK£6.4b17.9x36.7x1.3x
Sat, 11 Dec 2021UK£234.0bUK£186.3bUK£6.3b17.8x37x1.3x
Price to Earnings Ratio

37x


Total Market Cap: UK£234.0bTotal Earnings: UK£6.3bTotal Revenue: UK£186.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 28.9x202220232024
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 28.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 5.1% 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 Market1.13%
Consumer Discretionary1.45%
Leisure5.23%
Auto Components5.23%
General Merchandise and Department Stores3.02%
Consumer Services1.90%
Hospitality1.89%
Retail Distributors1.81%
Auto1.67%
Luxury0.73%
Specialty Stores0.63%
Online Retail and Ecommerce0%
Consumer Durables-0.94%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 86.3x.
    • Analysts are expecting annual earnings growth of 24.9%, 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£27.712.4%
+UK£1.1b		35.7%PE42.5x
NXT NEXTUK£103.054.9%
+UK£564.8m		26.8%PE15.2x
IHG InterContinental Hotels GroupUK£100.252.1%
+UK£320.9m		55.7%PE31.6x
GAW Games Workshop GroupUK£142.704.2%
+UK£191.1m		34.6%PE31.1x
ENT EntainUK£8.133.8%
+UK£189.2m		0.5%PS1.1x
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