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U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedNov 15, 2025
DataAggregated Company Financials
Companies53
  • 7D-2.0%
  • 3M-1.9%
  • 1Y9.5%
  • YTD6.0%

Over the last 7 days, the Consumer Staples industry has dropped 2.0%, driven by Unilever declining 3.2%. Over the past 12 months, the industry was up 9.5%. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Nov 2025UK£393.3bUK£300.9bUK£18.0b17.6x21.9x1.3x
Tue, 14 Oct 2025UK£387.0bUK£298.2bUK£18.4b17.9x21x1.3x
Thu, 11 Sep 2025UK£399.7bUK£296.4bUK£18.4b18.4x21.7x1.3x
Sat, 09 Aug 2025UK£400.2bUK£296.4bUK£18.4b19.4x21.8x1.3x
Mon, 07 Jul 2025UK£378.0bUK£296.8bUK£19.5b19.4x19.4x1.3x
Wed, 04 Jun 2025UK£378.8bUK£295.7bUK£19.5b20.2x19.4x1.3x
Fri, 02 May 2025UK£379.4bUK£295.4bUK£19.7b17.1x19.3x1.3x
Sun, 30 Mar 2025UK£368.0bUK£294.4bUK£19.8b16.4x18.6x1.2x
Tue, 25 Feb 2025UK£369.4bUK£296.1bUK£20.0b17.2x18.5x1.2x
Thu, 23 Jan 2025UK£403.4bUK£308.8bUK£5.3b16.7x76.5x1.3x
Sat, 21 Dec 2024UK£406.4bUK£309.0bUK£5.2b17.9x78.1x1.3x
Mon, 18 Nov 2024UK£398.3bUK£308.8bUK£4.7b17.2x85.6x1.3x
Wed, 16 Oct 2024UK£412.1bUK£307.6bUK£4.1b18.1x101.2x1.3x
Fri, 13 Sep 2024UK£415.8bUK£307.4bUK£4.0b16.8x104.5x1.4x
Sun, 11 Aug 2024UK£401.6bUK£312.4bUK£4.5b16.7x88.7x1.3x
Tue, 09 Jul 2024UK£386.6bUK£350.8bUK£5.2b15.9x74.9x1.1x
Thu, 06 Jun 2024UK£394.5bUK£356.7bUK£5.7b16.9x69.7x1.1x
Sat, 04 May 2024UK£386.4bUK£351.5bUK£5.7b16.9x67.4x1.1x
Mon, 01 Apr 2024UK£384.4bUK£343.9bUK£4.7b16.8x82.3x1.1x
Wed, 28 Feb 2024UK£388.1bUK£344.0bUK£5.2b17.2x74.7x1.1x
Fri, 26 Jan 2024UK£378.4bUK£363.1bUK£31.0b15.9x12.2x1x
Sun, 24 Dec 2023UK£383.8bUK£362.7bUK£31.1b16.7x12.3x1.1x
Tue, 21 Nov 2023UK£382.7bUK£363.8bUK£31.0b16.5x12.4x1.1x
Thu, 19 Oct 2023UK£393.3bUK£356.0bUK£29.5b16.2x13.3x1.1x
Sat, 16 Sep 2023UK£405.0bUK£353.8bUK£28.9b16.7x14x1.1x
Mon, 14 Aug 2023UK£406.0bUK£351.8bUK£28.7b16x14.1x1.2x
Wed, 12 Jul 2023UK£392.3bUK£351.8bUK£25.6b15.6x15.3x1.1x
Fri, 09 Jun 2023UK£401.1bUK£355.5bUK£25.8b16.3x15.6x1.1x
Sun, 07 May 2023UK£427.5bUK£325.3bUK£25.3b17.2x16.9x1.3x
Tue, 04 Apr 2023UK£421.5bUK£348.5bUK£26.1b15.9x16.2x1.2x
Thu, 02 Mar 2023UK£421.6bUK£346.1bUK£27.0b14.8x15.6x1.2x
Sat, 28 Jan 2023UK£410.4bUK£342.1bUK£24.3b15x16.9x1.2x
Mon, 26 Dec 2022UK£422.2bUK£340.8bUK£24.0b14.8x17.6x1.2x
Wed, 23 Nov 2022UK£421.7bUK£346.7bUK£24.0b13.9x17.6x1.2x
Price to Earnings Ratio

17.6x


Total Market Cap: UK£421.7bTotal Earnings: UK£24.0bTotal Revenue: UK£346.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Staples Sector Price to Earnings3Y Average 39.5x202320242025
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 21.9x which is lower than its 3-year average PE of 39.5x.
  • 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 9.2% per year over the last three years,
  • Revenues have also declined 4.6% 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 Market0.22%
Consumer Staples-1.96%
Beverage2.99%
Household Products-0.18%
Tobacco-1.24%
Personal Products-3.21%
Food-3.55%
Food and Staples Retail-6.81%
Industry PE
  • Investors are most optimistic about the Household Products industry which is trading above its 3-year average PE ratio of 20.5x.
    • Analysts are expecting annual earnings growth of 15.1%, which is higher than its past year's earnings decline of 9.6% per year.
  • Investors are most pessimistic about the Food industry, which is trading close to its 3-year average of 15.8x.
Forecasted Growth
  • Analysts are most optimistic on the Household Products industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 9.6% per year.
  • In contrast, the Personal Products industry is expected to see its earnings grow by 9.9% 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
DGE DiageoUK£17.943.9%
+UK£1.5b		-23.5%PE22.3x
OCDO Ocado GroupUK£2.2514.2%
+UK£231.8m		-29.7%PS1.4x
CCH Coca-Cola HBCUK£36.161.6%
+UK£210.8m		31.3%PE16.4x
AEP Anglo-Eastern PlantationsUK£13.603.8%
+UK£19.3m		89.4%PE7.9x
VLG Venture Life GroupUK£0.5910.3%
+UK£7.0m		45.7%PS2.4x

Latest News

TSCO
UK£4.38
Tesco
7D
-7.6%
1Y
26.8%

TSCO: Upgraded Outlook May Drive Momentum Ahead Of Earnings Update

Analysts have increased their price target for Tesco to £4.50 from £4.00, citing stronger than expected earnings estimates and an improved profit outlook. Analyst Commentary Bullish analysts have raised their price targets for Tesco, reflecting increased confidence in the company's outlook.
MKS
UK£3.54
Marks and Spencer Group
7D
-7.5%
1Y
-3.9%

MKS: Improved Business Momentum Will Drive Long-Term Share Performance

Marks and Spencer Group's analyst price target has been modestly raised from £4.06 to £4.12 per share, as analysts cite the company's improved fair value outlook despite softer revenue growth forecasts and higher execution risks. Analyst Commentary Analysts have recently updated their views on Marks and Spencer Group, highlighting both strengths and potential headwinds for the retailer as it navigates a dynamic market environment.
ULVR
UK£44.70
Unilever
7D
-3.2%
1Y
-1.6%
CCH
UK£36.16
Coca-Cola HBC
7D
1.6%
1Y
31.3%
DGE
UK£17.94
Diageo
7D
3.9%
1Y
-23.5%
VLG
UK£0.59
Venture Life Group
7D
10.3%
1Y
45.7%

Not Many Are Piling Into Venture Life Group plc (LON:VLG) Just Yet

Nov 14
Not Many Are Piling Into Venture Life Group plc (LON:VLG) Just Yet
MPE
UK£13.00
M.P. Evans Group
7D
0.4%
1Y
31.0%

Here's Why We Think M.P. Evans Group (LON:MPE) Might Deserve Your Attention Today

Nov 12
Here's Why We Think M.P. Evans Group (LON:MPE) Might Deserve Your Attention Today
HFG
UK£4.83
Hilton Food Group
7D
-24.8%
1Y
-48.0%

HFG: Management Will Support Upside Through Dividend Increase And Expansion Plans

Analysts have lowered their average price target for Hilton Food Group from £10.04 to £8.15, citing reduced revenue growth forecasts and more conservative margin expectations. Analyst Commentary Analyst reactions to Hilton Food Group's recent developments have been mixed, with both optimistic and cautious perspectives shaping their revised outlooks.
SBRY
UK£3.22
J Sainsbury
7D
-7.8%
1Y
31.6%

SBRY: Future Performance Will Balance Dividend Returns With Margin Pressure

J Sainsbury's analyst price target has increased modestly from £3.31 to £3.41. Analysts cite slightly improved revenue growth projections, which are offset by a minor reduction in expected profit margins and a higher discount rate.
BATS
UK£40.72
British American Tobacco
7D
-1.4%
1Y
42.0%
ABF
UK£21.60
Associated British Foods
7D
-4.6%
1Y
-1.2%

ABF: The Potential Separation And Restructuring Will Shape Future Prospects

Analysts have raised their fair value estimate for Associated British Foods by approximately £0.64 to £22.46 per share. This change reflects increased optimism around revenue growth potential and the possibility of a Primark business separation.
IMB
UK£31.51
Imperial Brands
7D
-0.6%
1Y
32.9%

IMB: Future Returns Will Likely Hinge On Margins And Share Buyback Plans

Narrative Update on Imperial Brands Analysts have nudged their price target for Imperial Brands higher, from £33.00 to £33.50, citing reaffirmed confidence in the company's outlook and stable financial metrics. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent price target increase, which reflects growing conviction in Imperial Brands’ capacity for steady value creation.
OCDO
UK£2.25
Ocado Group
7D
14.2%
1Y
-29.7%

OCDO: Cost Efficiencies And Technology Rollout Will Drive Long-Term Upside Potential

Ocado Group's analyst price target has been reduced from £4.37 to £3.56, as analysts cite that a higher discount rate is affecting fair value projections. Analyst Commentary Analyst sentiment around Ocado Group remains mixed, with adjustments to price targets reflecting evolving views on the company's growth prospects, execution risks, and current valuation.
AEP
UK£13.60
Anglo-Eastern Plantations
7D
3.8%
1Y
89.4%
RE.
UK£1.12
R.E.A. Holdings
7D
3.7%
1Y
37.4%

Investors Appear Satisfied With R.E.A. Holdings plc's (LON:RE.) Prospects As Shares Rocket 28%

Oct 09
Investors Appear Satisfied With R.E.A. Holdings plc's (LON:RE.) Prospects As Shares Rocket 28%
MHPC
US$5.56
MHP
7D
0.4%
1Y
36.3%