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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedJul 22, 2025
DataAggregated Company Financials
Companies117
  • 7D0.002%
  • 3M4.6%
  • 1Y0.1%
  • YTD-0.9%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Burberry Group gained 5.7%. Furthermore, the industry has been flat for the past year as well. 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
Tue, 22 Jul 2025UK£160.4bUK£184.0bUK£4.9b15.7x32.8x0.9x
Thu, 19 Jun 2025UK£160.9bUK£184.3bUK£4.9b17.2x32.7x0.9x
Sat, 17 May 2025UK£165.3bUK£183.6bUK£4.8b17.2x34.3x0.9x
Mon, 14 Apr 2025UK£148.0bUK£186.4bUK£4.9b15.9x30.2x0.8x
Wed, 12 Mar 2025UK£156.2bUK£187.6bUK£5.6b14.3x27.7x0.8x
Fri, 07 Feb 2025UK£164.7bUK£190.8bUK£5.4b15.3x30.6x0.9x
Sun, 05 Jan 2025UK£162.4bUK£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
Price to Earnings Ratio

19.6x


Total Market Cap: UK£174.6bTotal Earnings: UK£8.9bTotal Revenue: UK£189.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Discretionary Sector Price to Earnings3Y Average 29.6x202320242025
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 32.8x which is higher than its 3-year average PE of 29.6x.
  • 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 18% 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 Market0.30%
Consumer Discretionary0.0021%
Retail Distributors1.25%
Specialty Stores1.17%
Luxury0.98%
Leisure0.76%
Hospitality0.68%
Auto Components0.22%
Online Retail and Ecommerce0%0
Consumer Services-0.76%
General Merchandise and Department Stores-1.06%
Consumer Durables-2.34%
Auto-5.50%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 112x.
    • Analysts are expecting annual earnings growth of 26.8%, which is higher than its past year's earnings growth of 7.7% 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£13.065.7%
+UK£274.2m		81.4%PS1.9x
WTB WhitbreadUK£31.794.0%
+UK£226.9m		11.3%PE23.4x
FRAS Frasers GroupUK£6.865.6%
+UK£158.0m		-22.2%PE10.4x
DNLM Dunelm GroupUK£11.945.2%
+UK£118.8m		-2.1%PE15.8x
CPG Compass GroupUK£25.240.2%
+UK£101.8m		15.2%PE39.5x

Latest News

CPG
UK£25.24
Compass Group
7D
0.2%
1Y
15.2%
RNK
UK£1.57
Rank Group
7D
8.9%
1Y
125.0%

An Intrinsic Calculation For The Rank Group Plc (LON:RNK) Suggests It's 44% Undervalued

Jul 22
An Intrinsic Calculation For The Rank Group Plc (LON:RNK) Suggests It's 44% Undervalued
NXT
UK£122.50
NEXT
7D
-0.3%
1Y
39.6%

Many Would Be Envious Of NEXT's (LON:NXT) Excellent Returns On Capital

Jul 21
Many Would Be Envious Of NEXT's (LON:NXT) Excellent Returns On Capital
COA
UK£0.73
Coats Group
7D
-11.3%
1Y
-17.0%
BRBY
UK£13.06
Burberry Group
7D
5.7%
1Y
81.4%

Subdued Growth No Barrier To Burberry Group plc (LON:BRBY) With Shares Advancing 31%

Jul 20
Subdued Growth No Barrier To Burberry Group plc (LON:BRBY) With Shares Advancing 31%
FRAS
UK£6.86
Frasers Group
7D
5.6%
1Y
-22.2%

Is Frasers Group (LON:FRAS) Using Too Much Debt?

Jul 19
Is Frasers Group (LON:FRAS) Using Too Much Debt?
WTB
UK£31.79
Whitbread
7D
4.0%
1Y
11.3%

Is Now The Time To Look At Buying Whitbread plc (LON:WTB)?

Jul 18
Is Now The Time To Look At Buying Whitbread plc (LON:WTB)?
DNLM
UK£11.94
Dunelm Group
7D
5.2%
1Y
-2.1%
BME
UK£2.40
B&M European Value Retail
7D
-6.8%
1Y
-48.1%

We Think B&M European Value Retail (LON:BME) Is Taking Some Risk With Its Debt

Jul 16
We Think B&M European Value Retail (LON:BME) Is Taking Some Risk With Its Debt
BTRW
UK£3.85
Barratt Redrow
7D
-7.5%
1Y
-22.3%
ENT
UK£9.59
Entain
7D
1.2%
1Y
46.2%

We Like These Underlying Return On Capital Trends At Entain (LON:ENT)

Jul 08
We Like These Underlying Return On Capital Trends At Entain (LON:ENT)
KGF
UK£2.78
Kingfisher
7D
-0.9%
1Y
0.4%

Does Kingfisher (LON:KGF) Have A Healthy Balance Sheet?

Jul 08
Does Kingfisher (LON:KGF) Have A Healthy Balance Sheet?
PSN
UK£11.81
Persimmon
7D
-3.0%
1Y
-21.6%

Persimmon's (LON:PSN) Returns On Capital Not Reflecting Well On The Business

Jul 08
Persimmon's (LON:PSN) Returns On Capital Not Reflecting Well On The Business
IHG
UK£85.84
InterContinental Hotels Group
7D
-2.9%
1Y
4.9%

At UK£86.60, Is It Time To Put InterContinental Hotels Group PLC (LON:IHG) On Your Watch List?

Jul 06
At UK£86.60, Is It Time To Put InterContinental Hotels Group PLC (LON:IHG) On Your Watch List?
PSON
UK£10.45
Pearson
7D
-1.1%
1Y
1.8%
AML
UK£0.76
Aston Martin Lagonda Global Holdings
7D
-5.5%
1Y
-49.8%