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U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies51
  • 7D2.9%
  • 3M7.8%
  • 1Y2.1%
  • YTD1.2%

The Consumer Staples industry is up 2.9% in the last week, with British American Tobacco up 6.4%. In the same time, Premier Foods was down 6.2%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 6.8% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jul 2026UK£386.1bUK£297.6bUK£24.0b16.8x16.1x1.3x
Thu, 18 Jun 2026UK£367.1bUK£298.4bUK£24.0b16.6x15.3x1.2x
Sat, 16 May 2026UK£370.5bUK£296.1bUK£23.9b16.6x15.5x1.3x
Mon, 13 Apr 2026UK£371.8bUK£290.3bUK£24.1b16x15.4x1.3x
Wed, 11 Mar 2026UK£389.6bUK£290.7bUK£24.1b18.1x16.2x1.3x
Fri, 06 Feb 2026UK£414.3bUK£298.6bUK£17.4b19.3x23.9x1.4x
Sun, 04 Jan 2026UK£387.9bUK£301.0bUK£17.4b18.4x22.3x1.3x
Tue, 02 Dec 2025UK£404.8bUK£301.6bUK£17.4b18.3x23.2x1.3x
Thu, 30 Oct 2025UK£394.8bUK£299.2bUK£18.5b18.7x21.4x1.3x
Sat, 27 Sep 2025UK£386.0bUK£297.2bUK£18.5b17.8x20.9x1.3x
Mon, 25 Aug 2025UK£412.9bUK£296.4bUK£18.4b19.2x22.4x1.4x
Wed, 23 Jul 2025UK£387.8bUK£297.5bUK£19.5b19.9x19.9x1.3x
Fri, 20 Jun 2025UK£382.8bUK£296.4bUK£19.5b19.2x19.7x1.3x
Sun, 18 May 2025UK£374.4bUK£295.1bUK£19.7b17.5x19x1.3x
Tue, 15 Apr 2025UK£372.5bUK£296.9bUK£19.6b16.7x19x1.3x
Thu, 13 Mar 2025UK£370.2bUK£294.7bUK£19.8b16x18.7x1.3x
Sat, 08 Feb 2025UK£381.2bUK£296.5bUK£3.7b16.9x102.1x1.3x
Mon, 06 Jan 2025UK£408.2bUK£309.3bUK£5.3b17.5x77.7x1.3x
Wed, 04 Dec 2024UK£410.4bUK£309.2bUK£5.2b17.3x78.8x1.3x
Fri, 01 Nov 2024UK£402.8bUK£308.6bUK£4.3b17.7x93.1x1.3x
Sun, 29 Sep 2024UK£417.0bUK£306.4bUK£3.9b17.5x107.5x1.4x
Tue, 27 Aug 2024UK£406.5bUK£307.7bUK£4.0b18.5x102.4x1.3x
Thu, 25 Jul 2024UK£389.7bUK£312.7bUK£4.2b16.6x92.8x1.2x
Sat, 22 Jun 2024UK£393.7bUK£354.1bUK£5.7b16.3x69.1x1.1x
Mon, 20 May 2024UK£404.1bUK£351.8bUK£5.4b17.3x74.9x1.1x
Wed, 17 Apr 2024UK£368.6bUK£349.5bUK£5.5b16.7x66.9x1.1x
Fri, 15 Mar 2024UK£375.5bUK£343.9bUK£4.6b16.8x81.3x1.1x
Sun, 11 Feb 2024UK£388.7bUK£346.9bUK£5.7b17.3x68.3x1.1x
Tue, 09 Jan 2024UK£389.0bUK£362.7bUK£31.1b16.5x12.5x1.1x
Thu, 07 Dec 2023UK£380.7bUK£362.0bUK£31.0b16.2x12.3x1.1x
Sat, 04 Nov 2023UK£389.8bUK£359.9bUK£29.6b17.5x13.2x1.1x
Mon, 02 Oct 2023UK£397.2bUK£354.4bUK£28.9b16.3x13.8x1.1x
Wed, 30 Aug 2023UK£402.1bUK£354.2bUK£28.7b15.9x14x1.1x
Fri, 28 Jul 2023UK£415.7bUK£353.3bUK£28.2b16.4x14.8x1.2x
Price to Earnings Ratio

14.8x


Total Market Cap: UK£415.7bTotal Earnings: UK£28.2bTotal Revenue: UK£353.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Staples Sector Price to Earnings3Y Average 39.9x202420252026
Current Industry PE
  • Investors are pessimistic on the British Consumer Staples industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 16.1x which is lower than its 3-year average PE of 39.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have declined 5.1% per year over the last three years,
  • Revenues have also declined 5.6% 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 Staples sector?

GB Market0.26%
Consumer Staples2.85%
Tobacco6.34%
Food and Staples Retail2.53%
Beverage1.26%
Personal Products1.19%
Household Products0.90%
Food0.26%
Industry PE
  • Investors are most optimistic about the Food and Staples Retail industry, which is trading close to its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 10.0%, which is higher than its past year's earnings decline of 1.6% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 21.2x.
Forecasted Growth
  • Analysts are most optimistic on the Food industry, expecting annual earnings growth of 11% over the next 5 years.
  • However this is lower than its past earnings growth rate of 18% per year.
  • In contrast, the Household Products industry is expected to see its earnings decline by 4.6% 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
BATS British American TobaccoUK£46.055.1%
+UK£4.8b		19.5%PE13x
DGE DiageoUK£15.683.3%
+UK£1.1b		-18.9%PE19.4x
IMB Imperial BrandsUK£27.934.5%
+UK£917.8m		-4.5%PE12.3x
MKS Marks and Spencer GroupUK£3.987.5%
+UK£572.9m		13.7%PE31.8x
ABF Associated British FoodsUK£20.161.8%
+UK£251.9m		-8.7%PE14.9x

Latest News

ULVR
UK£45.53
Unilever
7D
-0.2%
1Y
-9.0%
ABF
UK£20.16
Associated British Foods
7D
1.8%
1Y
-8.7%
Narrative Update • Jul 20

ABF: Margin Resilience And Cash Generation Will Underpin Measured Future Upside

The analyst fair value estimate for Associated British Foods has been reduced from £21.50 to £21.00, reflecting a series of lower Street price targets as analysts factor in slightly softer revenue growth assumptions and modestly adjusted P/E expectations. Analyst Commentary Recent Street research on Associated British Foods points to a more cautious stance on upside, with several major banks trimming price targets while largely keeping existing ratings in place.
OCDO
UK£1.95
Ocado Group
7D
11.5%
1Y
-40.7%
CWK
UK£54.30
Cranswick
7D
-1.6%
1Y
3.4%
DGE
UK£15.68
Diageo
7D
3.3%
1Y
-18.9%
Narrative Update • Jul 15

DGE: Premiumisation And Earnings Resilience Will Support Future Share Recovery Potential

For Diageo, the analyst price target has been raised modestly to £25.15 from £24.27, with analysts citing adjusted assumptions for revenue growth, margins, and forward P/E multiples as key drivers of the change. Analyst Commentary Recent valuation work on Diageo has been shaped by updated assumptions around revenue, margins, and the P/E multiple.
GNC
UK£2.22
Greencore Group
7D
8.1%
1Y
-17.9%
MKS
UK£3.98
Marks and Spencer Group
7D
7.5%
1Y
13.7%
CCH
UK£49.14
Coca-Cola HBC
7D
-0.8%
1Y
21.8%
Narrative Update • Jul 07

CCH: Higher Dividend And Revised Assumptions Will Support Future Confidence

Coca-Cola HBC's analyst price targets have moved higher toward a range of about £50 to £56 per share, with analysts citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as key drivers of the revised fair value estimate. Analyst Commentary Recent research on Coca-Cola HBC reflects a more constructive tone, with bullish analysts lifting price targets into a tighter band that aligns with the updated fair value range of about £50 to £56 per share.
SBRY
UK£3.54
J Sainsbury
7D
1.8%
1Y
17.3%
BATS
UK£46.05
British American Tobacco
7D
5.1%
1Y
19.5%
IMB
UK£27.93
Imperial Brands
7D
4.5%
1Y
-4.5%
MHPC
US$8.30
MHP
7D
-4.6%
1Y
56.6%
RKT
UK£49.38
Reckitt Benckiser Group
7D
-0.7%
1Y
-6.0%
Narrative Update • Jun 24

RKT: Future Returns Will Rely On Resilient Margins And Share Repurchases

Reckitt Benckiser Group’s analyst fair value estimate has edged down slightly, in line with a series of recent price target trims that include Morgan Stanley’s move from £62.00 to £58.00 and Citi’s £8.00 reduction, as analysts reassess assumptions while broadly maintaining a constructive stance on the stock. Analyst Commentary Recent research on Reckitt Benckiser Group has centered on adjustments to price targets and ratings, giving you a clearer picture of how the Street is weighing valuation support against execution risks.
PFD
UK£1.88
Premier Foods
7D
-5.3%
1Y
-1.8%
MCB
UK£1.61
McBride
7D
-1.9%
1Y
28.1%
W7L
UK£1.77
Warpaint London
7D
-4.9%
1Y
-57.2%