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U.K. (FTSE) Consumer Discretionary Sector Analysis

UpdatedNov 12, 2025
DataAggregated Company Financials
Companies115
  • 7D-0.4%
  • 3M0.5%
  • 1Y-2.5%
  • YTD-2.8%

Last week, the Consumer Discretionary industry hasn't moved much but InterContinental Hotels Group is up 4.4% in that time. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 13 Nov 2025UK£155.7bUK£184.5bUK£4.9b15.6x31.6x0.8x
Sat, 11 Oct 2025UK£153.3bUK£182.9bUK£5.0b15.5x30.8x0.8x
Mon, 08 Sep 2025UK£155.6bUK£182.4bUK£4.9b15.5x32x0.9x
Wed, 06 Aug 2025UK£160.5bUK£184.2bUK£4.7b16.1x34.1x0.9x
Fri, 04 Jul 2025UK£162.1bUK£183.9bUK£4.9b16.2x33.1x0.9x
Sun, 01 Jun 2025UK£163.6bUK£183.9bUK£4.9b17.4x33.3x0.9x
Tue, 29 Apr 2025UK£154.5bUK£182.3bUK£4.8b15.9x32x0.8x
Thu, 27 Mar 2025UK£151.0bUK£187.3bUK£5.2b16.9x29.3x0.8x
Sat, 22 Feb 2025UK£162.1bUK£189.7bUK£5.3b15.2x30.3x0.9x
Mon, 20 Jan 2025UK£160.3bUK£191.7bUK£5.5b15.6x29.4x0.8x
Wed, 18 Dec 2024UK£165.4bUK£190.0bUK£5.4b15.6x30.7x0.9x
Fri, 15 Nov 2024UK£165.5bUK£190.0bUK£5.9b16.4x28.2x0.9x
Sun, 13 Oct 2024UK£168.1bUK£189.7bUK£6.1b17.5x27.7x0.9x
Tue, 10 Sep 2024UK£170.6bUK£189.2bUK£6.3b16.4x27x0.9x
Thu, 08 Aug 2024UK£164.9bUK£192.1bUK£6.1b15.8x27x0.9x
Sat, 06 Jul 2024UK£160.7bUK£191.8bUK£6.3b16x25.4x0.8x
Mon, 03 Jun 2024UK£191.5bUK£202.5bUK£5.1b16x37.8x0.9x
Wed, 01 May 2024UK£188.0bUK£200.9bUK£5.2b16.7x36x0.9x
Fri, 29 Mar 2024UK£195.5bUK£205.0bUK£5.0b15.6x38.8x1x
Sun, 25 Feb 2024UK£193.2bUK£204.0bUK£6.3b15.4x30.6x0.9x
Tue, 23 Jan 2024UK£196.1bUK£223.7bUK£6.6b14.1x29.6x0.9x
Thu, 21 Dec 2023UK£201.7bUK£224.0bUK£6.6b14x30.4x0.9x
Sat, 18 Nov 2023UK£189.4bUK£224.0bUK£6.1b12.6x31.1x0.8x
Mon, 16 Oct 2023UK£183.7bUK£223.6bUK£5.8b11.9x31.7x0.8x
Wed, 13 Sep 2023UK£195.4bUK£222.0bUK£6.0b12.3x32.6x0.9x
Fri, 11 Aug 2023UK£201.7bUK£217.8bUK£6.8b12.4x29.8x0.9x
Sun, 09 Jul 2023UK£192.1bUK£213.9bUK£6.3b12.7x30.7x0.9x
Tue, 06 Jun 2023UK£202.5bUK£214.4bUK£6.2b14x32.5x0.9x
Thu, 04 May 2023UK£207.2bUK£208.0bUK£6.6b12.6x31.4x1x
Sat, 01 Apr 2023UK£197.5bUK£208.0bUK£7.1b12.2x28x0.9x
Mon, 27 Feb 2023UK£197.2bUK£207.1bUK£8.2b12.7x24.2x1x
Wed, 25 Jan 2023UK£196.1bUK£206.7bUK£8.4b12.8x23.4x0.9x
Fri, 23 Dec 2022UK£171.3bUK£202.9bUK£8.1b10.4x21.2x0.8x
Sun, 20 Nov 2022UK£173.3bUK£196.8bUK£8.2b9.9x21.3x0.9x
Price to Earnings Ratio

21.3x


Total Market Cap: UK£173.3bTotal 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 15% 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 Market1.29%
Consumer Discretionary-0.35%
Consumer Durables2.30%
Luxury2.22%
Auto Components1.99%
Retail Distributors1.37%
Specialty Stores1.00%
Leisure0.74%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-1.25%
Hospitality-1.44%
Auto-3.00%
Consumer Services-5.42%
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 21.3%, which is higher than its past year's earnings growth of 5.4% 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 2.6% 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
IHG InterContinental Hotels GroupUK£99.684.4%
+UK£627.8m		5.6%PE26.4x
BRBY Burberry GroupUK£12.544.0%
+UK£174.3m		71.4%PS1.8x
BTRW Barratt RedrowUK£3.934.7%
+UK£169.5m		-2.4%PE29.8x
BWY BellwayUK£27.725.4%
+UK£161.5m		10.3%PE20.8x
WOSG Watches of Switzerland GroupUK£4.4413.9%
+UK£128.3m		1.4%PE19.5x

Latest News

MEGP
UK£1.59
ME Group International
7D
-18.0%
1Y
-29.2%
PSN
UK£12.33
Persimmon
7D
2.2%
1Y
-1.9%
TW.
UK£1.02
Taylor Wimpey
7D
-2.0%
1Y
-22.7%
BTRW
UK£3.93
Barratt Redrow
7D
4.7%
1Y
-2.4%

Barratt Redrow (LON:BTRW) Has A Pretty Healthy Balance Sheet

Nov 12
Barratt Redrow (LON:BTRW) Has A Pretty Healthy Balance Sheet
BRBY
UK£12.54
Burberry Group
7D
4.0%
1Y
71.4%

What Burberry Group plc's (LON:BRBY) P/S Is Not Telling You

Nov 10
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CPG
UK£24.91
Compass Group
7D
-2.0%
1Y
-4.9%

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Nov 08
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NXT
UK£142.05
NEXT
7D
-1.2%
1Y
46.8%

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.
PSON
UK£10.11
Pearson
7D
-4.0%
1Y
-15.1%
WOSG
UK£4.44
Watches of Switzerland Group
7D
13.9%
1Y
1.4%
IHG
UK£99.68
InterContinental Hotels Group
7D
4.4%
1Y
5.6%

Returns On Capital Are A Standout For InterContinental Hotels Group (LON:IHG)

Nov 06
Returns On Capital Are A Standout For InterContinental Hotels Group (LON:IHG)
BME
UK£1.64
B&M European Value Retail
7D
-2.6%
1Y
-56.8%

BME: Leadership Transition And Index Removal Will Shape Future Performance

Analysts have marginally lowered their price target on B&M European Value Retail to £2.96 from £2.99, citing modest shifts in projected revenue growth and profit margins. What's in the News Chief Financial Officer Mike Schmidt has announced his intention to step down, and a successor search is underway.
VTY
UK£6.46
Vistry Group
7D
2.9%
1Y
-9.3%

Is Vistry Group PLC (LON:VTY) Potentially Undervalued?

Nov 05
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FRAS
UK£7.09
Frasers Group
7D
2.5%
1Y
-2.9%

Investors Will Want Frasers Group's (LON:FRAS) Growth In ROCE To Persist

Nov 03
Investors Will Want Frasers Group's (LON:FRAS) Growth In ROCE To Persist
BWY
UK£27.72
Bellway
7D
5.4%
1Y
10.3%

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
ATG
UK£2.83
Auction Technology Group
7D
-9.3%
1Y
-36.7%
GRG
UK£15.65
Greggs
7D
-2.6%
1Y
-40.0%

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