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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedNov 15, 2025
DataAggregated Company Financials
Companies115
  • 7D-0.6%
  • 3M-1.3%
  • 1Y-5.0%
  • YTD-4.6%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably InterContinental Hotels Group gained 3.3%. As for the longer term, the industry has declined 4.0% in the last year. As for the next few years, earnings are expected to grow by 19% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 15 Nov 2025UK£151.6bUK£184.8bUK£4.9b15.8x30.9x0.8x
Mon, 13 Oct 2025UK£153.3bUK£182.9bUK£5.0b15.5x30.8x0.8x
Wed, 10 Sep 2025UK£154.6bUK£182.4bUK£4.9b15.4x31.8x0.8x
Fri, 08 Aug 2025UK£159.6bUK£183.7bUK£4.7b15.9x34x0.9x
Sun, 06 Jul 2025UK£160.8bUK£183.9bUK£4.9b16.1x32.8x0.9x
Tue, 03 Jun 2025UK£163.0bUK£183.7bUK£4.9b17.5x33.2x0.9x
Thu, 01 May 2025UK£157.5bUK£182.3bUK£4.9b16x32.3x0.9x
Sat, 29 Mar 2025UK£152.6bUK£186.6bUK£4.9b16.3x31.3x0.8x
Mon, 24 Feb 2025UK£162.1bUK£189.7bUK£5.4b15.2x30.3x0.9x
Wed, 22 Jan 2025UK£161.1bUK£191.2bUK£5.4b15.5x29.6x0.8x
Fri, 20 Dec 2024UK£163.7bUK£190.5bUK£5.4b15.9x30.4x0.9x
Sun, 17 Nov 2024UK£165.0bUK£190.0bUK£5.6b16.4x29.4x0.9x
Tue, 15 Oct 2024UK£168.1bUK£189.7bUK£6.1b17.5x27.7x0.9x
Thu, 12 Sep 2024UK£170.5bUK£189.2bUK£6.3b16x27x0.9x
Sat, 10 Aug 2024UK£165.8bUK£192.1bUK£6.6b15.7x25.2x0.9x
Mon, 08 Jul 2024UK£160.7bUK£191.8bUK£6.3b16x25.4x0.8x
Wed, 05 Jun 2024UK£192.6bUK£202.4bUK£5.4b15.8x35.8x1x
Fri, 03 May 2024UK£187.5bUK£200.8bUK£5.2b16.3x36.4x0.9x
Sun, 31 Mar 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Tue, 27 Feb 2024UK£192.0bUK£204.0bUK£6.3b15.1x30.4x0.9x
Thu, 25 Jan 2024UK£196.0bUK£223.5bUK£6.6b14x29.9x0.9x
Sat, 23 Dec 2023UK£200.4bUK£224.0bUK£6.6b14.1x30.2x0.9x
Mon, 20 Nov 2023UK£189.4bUK£224.0bUK£6.1b12.6x31.1x0.8x
Wed, 18 Oct 2023UK£185.0bUK£223.6bUK£5.8b12.1x31.9x0.8x
Fri, 15 Sep 2023UK£198.0bUK£222.3bUK£6.1b12.6x32.4x0.9x
Sun, 13 Aug 2023UK£198.8bUK£217.7bUK£6.1b12.2x32.7x0.9x
Tue, 11 Jul 2023UK£193.4bUK£214.0bUK£6.2b12.7x31x0.9x
Thu, 08 Jun 2023UK£201.4bUK£214.4bUK£6.2b13.9x32.6x0.9x
Sat, 06 May 2023UK£206.0bUK£207.9bUK£6.6b12.6x31.2x1x
Mon, 03 Apr 2023UK£197.5bUK£208.0bUK£7.1b12.2x28x0.9x
Wed, 01 Mar 2023UK£199.4bUK£207.2bUK£8.2b12.8x24.3x1x
Fri, 27 Jan 2023UK£195.6bUK£206.7bUK£8.2b12.9x23.9x0.9x
Sun, 25 Dec 2022UK£171.2bUK£203.1bUK£8.1b10.6x21.2x0.8x
Tue, 22 Nov 2022UK£172.2bUK£196.8bUK£8.2b9.9x21.1x0.9x
Price to Earnings Ratio

21.1x


Total Market Cap: UK£172.2bTotal Earnings: UK£8.2bTotal Revenue: UK£196.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.1x202320242025
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 30.1x.
  • 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 16% per year over the last three years,
  • Revenues have also declined 2.1% 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 Market0.21%
Consumer Discretionary-0.56%
Luxury5.43%
Leisure5.04%
Consumer Durables1.65%
Consumer Services0.26%
Retail Distributors0.21%
Auto0.17%
Online Retail and Ecommerce0%0
Specialty Stores-0.67%
General Merchandise and Department Stores-0.74%
Auto Components-1.03%
Hospitality-2.56%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 108x.
    • Analysts are expecting annual earnings growth of 21.2%, which is higher than its past year's earnings growth of 4.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 74% over the next 5 years.
  • In contrast, the Consumer Services industry is expected to see its earnings grow by 3.4% 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
BRBY Burberry GroupUK£12.327.4%
+UK£291.8m		36.0%PS1.8x
GAW Games Workshop GroupUK£160.805.1%
+UK£257.2m		35.9%PE27x
PSN PersimmonUK£12.564.7%
+UK£179.4m		-1.3%PE15.7x
PSON PearsonUK£10.091.8%
+UK£107.9m		-15.3%PE14.5x
PPH PPHE Hotel GroupUK£17.4417.2%
+UK£107.2m		49.1%PE33.3x

Latest News

JD.
UK£0.82
JD Sports Fashion
7D
-2.4%
1Y
-30.4%

Little Excitement Around JD Sports Fashion Plc's (LON:JD.) Earnings

Nov 15
Little Excitement Around JD Sports Fashion Plc's (LON:JD.) Earnings
PPH
UK£17.44
PPHE Hotel Group
7D
17.2%
1Y
49.1%

Earnings Tell The Story For PPHE Hotel Group Limited (LON:PPH) As Its Stock Soars 32%

Nov 15
Earnings Tell The Story For PPHE Hotel Group Limited (LON:PPH) As Its Stock Soars 32%
BRBY
UK£12.32
Burberry Group
7D
7.4%
1Y
36.0%
GAW
UK£160.80
Games Workshop Group
7D
5.1%
1Y
35.9%
PSON
UK£10.09
Pearson
7D
1.8%
1Y
-15.3%

PSON: Global Education Demand Will Support Share Price Momentum

The analyst price target for Pearson has recently been raised slightly, increasing by £0.20 to £13.30. Analysts cite confidence in the company's margins and continued presence in the global education market, despite modestly slower growth expectations.
KGF
UK£2.96
Kingfisher
7D
-4.6%
1Y
1.0%

Returns On Capital At Kingfisher (LON:KGF) Have Stalled

Nov 14
Returns On Capital At Kingfisher (LON:KGF) Have Stalled
PSN
UK£12.56
Persimmon
7D
4.7%
1Y
-1.3%

PSN: Future Housing Demand Will Drive Market Share And Earnings Stability

Persimmon's analyst price target was reduced from £14.50 to £13.00, as analysts cite a softer outlook on profit margins and discount rate adjustments, despite stable revenue growth projections. Analyst Commentary Recent analyst updates reflect a cautious but balanced outlook for Persimmon, with valuation adjustments reflecting both stable growth expectations and concerns about profitability.
ASC
UK£2.69
ASOS
7D
20.6%
1Y
-26.5%
MEGP
UK£1.54
ME Group International
7D
-12.0%
1Y
-30.0%
WTB
UK£27.77
Whitbread
7D
-2.0%
1Y
-4.5%

Is Whitbread (LON:WTB) Using Too Much Debt?

Nov 12
Is Whitbread (LON:WTB) Using Too Much Debt?
CPG
UK£24.21
Compass Group
7D
-3.4%
1Y
-7.3%

A Look Into Compass Group's (LON:CPG) Impressive Returns On Capital

Nov 08
A Look Into Compass Group's (LON:CPG) Impressive Returns On Capital
NXT
UK£141.40
NEXT
7D
-1.0%
1Y
48.7%

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.
WOSG
UK£4.44
Watches of Switzerland Group
7D
10.7%
1Y
0.7%
ENT
UK£7.00
Entain
7D
-4.2%
1Y
-5.5%

ENT: Recent Earnings Guidance Expected To Drive Further Share Price Gains

Entain's consensus analyst price target saw mixed adjustments, with recent changes reflecting both increases and a notable reduction to 1,300 GBp. Analysts reassessed their outlook based on updated growth estimates and sector dynamics. Analyst Commentary Analysts recently provided updated perspectives on Entain's valuation, citing a range of factors that contributed to both upward and downward revisions to target prices.
BWY
UK£27.24
Bellway
7D
3.4%
1Y
6.9%

Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.49

Oct 31
Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.49
GRG
UK£15.20
Greggs
7D
-2.4%
1Y
-42.7%

Greggs (LON:GRG) Is Doing The Right Things To Multiply Its Share Price

Oct 22
Greggs (LON:GRG) Is Doing The Right Things To Multiply Its Share Price