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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJun 04, 2025
DataAggregated Company Financials
Companies117
  • 7D-2.1%
  • 3M3.8%
  • 1Y-1.0%
  • YTD-0.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.1%, driven by a pullback from Compass Group of 3.9%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 20% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Jun 2025UK£161.7bUK£183.8bUK£4.9b16.8x32.9x0.9x
Fri, 02 May 2025UK£158.5bUK£182.4bUK£4.8b16x33x0.9x
Sun, 30 Mar 2025UK£152.4bUK£186.6bUK£4.9b16.3x31.2x0.8x
Tue, 25 Feb 2025UK£161.1bUK£189.7bUK£5.4b15.1x30.1x0.8x
Thu, 23 Jan 2025UK£161.2bUK£191.3bUK£5.4b15.3x29.7x0.8x
Sat, 21 Dec 2024UK£164.0bUK£190.4bUK£5.4b16.5x30.4x0.9x
Mon, 18 Nov 2024UK£165.0bUK£190.0bUK£5.6b16.4x29.4x0.9x
Wed, 16 Oct 2024UK£169.7bUK£189.2bUK£6.0b17.6x28.4x0.9x
Fri, 13 Sep 2024UK£172.0bUK£189.1bUK£6.3b16x27.2x0.9x
Sun, 11 Aug 2024UK£165.8bUK£192.1bUK£6.6b15.7x25.2x0.9x
Tue, 09 Jul 2024UK£161.3bUK£191.8bUK£6.3b16.1x25.4x0.8x
Thu, 06 Jun 2024UK£191.6bUK£202.3bUK£5.4b15.7x35.6x0.9x
Sat, 04 May 2024UK£190.6bUK£200.7bUK£5.3b16.4x36.2x0.9x
Mon, 01 Apr 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Wed, 28 Feb 2024UK£192.5bUK£204.0bUK£6.3b15x30.5x0.9x
Fri, 26 Jan 2024UK£196.9bUK£223.5bUK£6.6b14.5x30x0.9x
Sun, 24 Dec 2023UK£200.2bUK£224.0bUK£6.6b14.1x30.2x0.9x
Tue, 21 Nov 2023UK£189.7bUK£224.0bUK£6.1b12.5x31.2x0.8x
Thu, 19 Oct 2023UK£183.7bUK£223.4bUK£5.9b12.1x31x0.8x
Sat, 16 Sep 2023UK£198.0bUK£222.3bUK£6.1b12.6x32.4x0.9x
Mon, 14 Aug 2023UK£198.8bUK£217.7bUK£6.1b12.2x32.7x0.9x
Wed, 12 Jul 2023UK£194.8bUK£213.9bUK£6.2b12.7x31.2x0.9x
Fri, 09 Jun 2023UK£200.7bUK£214.3bUK£6.2b13.7x32.2x0.9x
Sun, 07 May 2023UK£205.9bUK£208.0bUK£6.6b12.6x31.2x1x
Tue, 04 Apr 2023UK£196.1bUK£207.9bUK£7.1b12.2x27.8x0.9x
Thu, 02 Mar 2023UK£198.2bUK£207.3bUK£8.2b12.7x24.2x1x
Sat, 28 Jan 2023UK£196.1bUK£206.7bUK£8.2b12.8x24x0.9x
Mon, 26 Dec 2022UK£171.2bUK£203.1bUK£8.1b10.6x21.2x0.8x
Wed, 23 Nov 2022UK£173.2bUK£201.3bUK£8.5b9.9x20.3x0.9x
Fri, 21 Oct 2022UK£156.6bUK£195.3bUK£7.9b8.1x19.9x0.8x
Sun, 18 Sep 2022UK£167.3bUK£192.6bUK£8.6b9.8x19.5x0.9x
Tue, 16 Aug 2022UK£182.5bUK£190.5bUK£8.8b12.1x20.8x1x
Thu, 14 Jul 2022UK£164.7bUK£184.1bUK£8.2b11.5x20x0.9x
Sat, 11 Jun 2022UK£175.0bUK£186.0bUK£8.6b13.5x20.4x0.9x
Price to Earnings Ratio

20.4x


Total Market Cap: UK£175.0bTotal Earnings: UK£8.6bTotal Revenue: UK£186.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 29.1x202320242025
Current Industry PE
  • Investors are optimistic on the British Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.9x which is higher than its 3-year average PE of 29.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 17% 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 Market-0.17%
Consumer Discretionary-2.06%
Auto6.39%
Luxury2.43%
Auto Components2.20%
Leisure0.77%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.16%
Retail Distributors-0.32%
Specialty Stores-0.83%
Consumer Durables-2.69%
Hospitality-2.80%
Consumer Services-7.68%
Industry PE
  • Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 26.1x.
    • Analysts are expecting annual earnings growth of 39.4%, which is higher than its past year's earnings decline of 41.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto industry, expecting annual earnings growth of 72% 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
BRBY Burberry GroupUK£10.544.0%
+UK£147.3m		1.6%PS1.5x
FRAS Frasers GroupUK£7.452.8%
+UK£86.6m		-16.9%PE10.4x
DNLM Dunelm GroupUK£11.993.1%
+UK£72.6m		10.3%PE15.9x
WTB WhitbreadUK£28.891.5%
+UK£70.3m		-3.4%PE19.9x
THG THGUK£0.2815.0%
+UK£50.6m		-58.8%PS0.2x
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