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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies114
  • 7D-1.0%
  • 3M-3.8%
  • 1Y-6.5%
  • YTD-2.6%

In the last week, the Consumer Discretionary industry is up 2.2%, with Compass Group up 0.6%. In the same time, WH Smith was down 36%. In the past year, the industry is down 6.4%. Earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 Aug 2025UK£157.0bUK£182.5bUK£4.9b15.5x32.2x0.9x
Fri, 25 Jul 2025UK£163.6bUK£183.9bUK£4.9b15.6x33.5x0.9x
Sun, 22 Jun 2025UK£159.3bUK£184.2bUK£4.9b16.8x32.4x0.9x
Tue, 20 May 2025UK£165.1bUK£183.3bUK£4.8b17x34.3x0.9x
Thu, 17 Apr 2025UK£152.0bUK£183.0bUK£4.8b16x31.7x0.8x
Sat, 15 Mar 2025UK£154.1bUK£187.0bUK£5.5b14.4x28.1x0.8x
Mon, 10 Feb 2025UK£163.5bUK£190.9bUK£5.4b15.3x30.4x0.9x
Wed, 08 Jan 2025UK£162.2bUK£190.6bUK£5.4b15.7x30.1x0.9x
Fri, 06 Dec 2024UK£170.4bUK£190.1bUK£5.5b15.9x31.2x0.9x
Sun, 03 Nov 2024UK£168.0bUK£189.7bUK£6.0b16.3x27.9x0.9x
Tue, 01 Oct 2024UK£171.8bUK£188.4bUK£6.2b17x27.8x0.9x
Thu, 29 Aug 2024UK£168.0bUK£188.8bUK£6.4b16.3x26.4x0.9x
Sat, 27 Jul 2024UK£168.2bUK£191.5bUK£6.2b16.1x27.2x0.9x
Mon, 24 Jun 2024UK£161.8bUK£193.0bUK£6.4b15.5x25.4x0.8x
Wed, 22 May 2024UK£195.5bUK£202.3bUK£5.0b15.8x38.9x1x
Fri, 19 Apr 2024UK£185.7bUK£204.7bUK£5.3b15.5x34.8x0.9x
Sun, 17 Mar 2024UK£191.9bUK£205.1bUK£6.3b15.3x30.4x0.9x
Tue, 13 Feb 2024UK£193.2bUK£204.0bUK£6.3b14.3x30.5x0.9x
Thu, 11 Jan 2024UK£195.1bUK£224.0bUK£6.6b14.3x29.4x0.9x
Sat, 09 Dec 2023UK£192.8bUK£224.3bUK£6.1b13.5x31.5x0.9x
Mon, 06 Nov 2023UK£187.3bUK£223.7bUK£6.1b12.5x30.7x0.8x
Wed, 04 Oct 2023UK£187.9bUK£223.3bUK£5.8b12.2x32.3x0.8x
Fri, 01 Sep 2023UK£195.8bUK£222.5bUK£6.0b12.6x32.4x0.9x
Sun, 30 Jul 2023UK£204.1bUK£216.0bUK£6.4b13x32x0.9x
Tue, 27 Jun 2023UK£197.0bUK£214.6bUK£6.2b12.9x32x0.9x
Thu, 25 May 2023UK£202.0bUK£214.1bUK£6.3b13.2x31.9x0.9x
Sat, 22 Apr 2023UK£204.8bUK£207.6bUK£6.7b12.8x30.7x1x
Mon, 20 Mar 2023UK£174.9bUK£194.7bUK£6.7b11.9x26.3x0.9x
Wed, 15 Feb 2023UK£196.0bUK£207.0bUK£8.2b12.6x23.9x0.9x
Fri, 13 Jan 2023UK£193.8bUK£206.6bUK£8.5b11.7x22.8x0.9x
Sun, 11 Dec 2022UK£175.1bUK£203.2bUK£8.8b10.5x19.8x0.9x
Tue, 08 Nov 2022UK£167.3bUK£196.2bUK£8.0b8.5x20.8x0.9x
Thu, 06 Oct 2022UK£156.2bUK£194.3bUK£8.0b8.1x19.6x0.8x
Sat, 03 Sep 2022UK£165.0bUK£190.8bUK£8.8b11x18.8x0.9x
Price to Earnings Ratio

18.8x


Total Market Cap: UK£165.0bTotal Earnings: UK£8.8bTotal Revenue: UK£190.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 30.1x202320242025
Current Industry PE
  • Investors are optimistic on the British Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 34.4x which is higher than its 3-year average PE of 30.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.92x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 19% 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 Market2.59%
Consumer Discretionary-1.01%
Luxury6.80%
Retail Distributors1.73%
Auto Components1.69%
General Merchandise and Department Stores1.10%
Auto0.38%
Consumer Services0.082%
Online Retail and Ecommerce0%0
Leisure-0.35%
Hospitality-1.47%
Consumer Durables-1.84%
Specialty Stores-3.63%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 111x.
    • Analysts are expecting annual earnings growth of 27.9%, 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 2.9% 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£12.627.9%
+UK£328.9m		82.2%PS1.8x
NXT NEXTUK£122.050.6%
+UK£87.3m		20.8%PE19.3x
BME B&M European Value RetailUK£2.423.7%
+UK£86.3m		-45.5%PE7.6x
DOCS Dr. MartensUK£0.928.3%
+UK£68.1m		23.6%PE196.5x
INCH InchcapeUK£6.831.9%
+UK£43.5m		-19.4%PE9x

Latest News

DOCS
UK£0.92
Dr. Martens
7D
8.3%
1Y
23.6%

Returns On Capital Signal Tricky Times Ahead For Dr. Martens (LON:DOCS)

Aug 26
Returns On Capital Signal Tricky Times Ahead For Dr. Martens (LON:DOCS)
FRAS
UK£6.91
Frasers Group
7D
-2.5%
1Y
-19.5%

Is It Time To Consider Buying Frasers Group Plc (LON:FRAS)?

Aug 24
Is It Time To Consider Buying Frasers Group Plc (LON:FRAS)?
SMWH
UK£7.00
WH Smith
7D
-37.3%
1Y
-45.1%
BWY
UK£23.98
Bellway
7D
-2.8%
1Y
-21.3%

Bellway p.l.c. (LON:BWY) Not Lagging Market On Growth Or Pricing

Aug 21
Bellway p.l.c. (LON:BWY) Not Lagging Market On Growth Or Pricing
BRBY
UK£12.62
Burberry Group
7D
7.9%
1Y
82.2%

An Intrinsic Calculation For Burberry Group plc (LON:BRBY) Suggests It's 45% Undervalued

Aug 20
An Intrinsic Calculation For Burberry Group plc (LON:BRBY) Suggests It's 45% Undervalued
KGF
UK£2.69
Kingfisher
7D
-3.1%
1Y
-6.2%

What You Can Learn From Kingfisher plc's (LON:KGF) P/E

Aug 16
What You Can Learn From Kingfisher plc's (LON:KGF) P/E
INCH
UK£6.83
Inchcape
7D
1.9%
1Y
-19.4%

Is It Time To Consider Buying Inchcape plc (LON:INCH)?

Aug 16
Is It Time To Consider Buying Inchcape plc (LON:INCH)?
PSN
UK£11.05
Persimmon
7D
-2.2%
1Y
-32.3%
NXT
UK£122.05
NEXT
7D
0.6%
1Y
20.8%
BTRW
UK£3.72
Barratt Redrow
7D
-1.3%
1Y
-27.8%

Is Now The Time To Look At Buying Barratt Redrow plc (LON:BTRW)?

Aug 12
Is Now The Time To Look At Buying Barratt Redrow plc (LON:BTRW)?
IHG
UK£88.60
InterContinental Hotels Group
7D
-1.4%
1Y
17.9%

Here's Why We Think InterContinental Hotels Group (LON:IHG) Is Well Worth Watching

Aug 11
Here's Why We Think InterContinental Hotels Group (LON:IHG) Is Well Worth Watching
BME
UK£2.42
B&M European Value Retail
7D
3.7%
1Y
-45.5%

The Return Trends At B&M European Value Retail (LON:BME) Look Promising

Aug 11
The Return Trends At B&M European Value Retail (LON:BME) Look Promising
DWL
UK£0.79
Dowlais Group
7D
3.1%
1Y
18.9%
COA
UK£0.78
Coats Group
7D
2.9%
1Y
-22.2%
CPG
UK£25.52
Compass Group
7D
-1.9%
1Y
7.9%
DNLM
UK£12.32
Dunelm Group
7D
1.7%
1Y
-0.6%