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U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies51
  • 7D-4.4%
  • 3M-8.5%
  • 1Y-5.7%
  • YTD-7.9%

Over the last 7 days, the Consumer Staples industry has dropped 4.4%, driven by British American Tobacco declining 4.1%. In contrast, Tesco has gained 5.6%. The industry has fallen 5.7% in the last year. As for the next few years, earnings are expected to grow by 7.0% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Jun 2026UK£353.3bUK£298.0bUK£24.1b16.5x14.6x1.2x
Mon, 04 May 2026UK£366.6bUK£292.6bUK£24.2b17.1x15.2x1.3x
Wed, 01 Apr 2026UK£364.7bUK£290.7bUK£24.1b17x15.1x1.3x
Fri, 27 Feb 2026UK£418.6bUK£290.8bUK£22.2b19.6x18.9x1.4x
Sun, 25 Jan 2026UK£390.1bUK£298.2bUK£17.3b18.2x22.5x1.3x
Tue, 23 Dec 2025UK£389.5bUK£301.1bUK£17.4b18.3x22.4x1.3x
Thu, 20 Nov 2025UK£392.5bUK£301.9bUK£17.5b17.2x22.5x1.3x
Sat, 18 Oct 2025UK£394.9bUK£298.1bUK£18.4b17.9x21.5x1.3x
Mon, 15 Sep 2025UK£400.3bUK£296.5bUK£18.4b18.5x21.7x1.4x
Wed, 13 Aug 2025UK£403.5bUK£296.4bUK£18.4b19.4x22x1.4x
Fri, 11 Jul 2025UK£382.2bUK£296.8bUK£19.5b19.1x19.6x1.3x
Sun, 08 Jun 2025UK£381.5bUK£295.7bUK£19.5b20.2x19.5x1.3x
Tue, 06 May 2025UK£381.6bUK£295.8bUK£19.8b16.9x19.3x1.3x
Thu, 03 Apr 2025UK£369.2bUK£294.4bUK£19.8b16.4x18.6x1.3x
Sat, 01 Mar 2025UK£368.0bUK£294.3bUK£19.9b16.8x18.5x1.3x
Mon, 27 Jan 2025UK£408.5bUK£308.1bUK£5.2b16.6x78.7x1.3x
Wed, 25 Dec 2024UK£406.6bUK£309.1bUK£5.2b17.7x77.9x1.3x
Fri, 22 Nov 2024UK£401.2bUK£309.0bUK£5.2b16.9x77.7x1.3x
Sun, 20 Oct 2024UK£413.0bUK£307.6bUK£4.1b18.1x101.3x1.3x
Tue, 17 Sep 2024UK£417.6bUK£307.1bUK£4.0b17.2x105.6x1.4x
Thu, 15 Aug 2024UK£403.3bUK£309.0bUK£4.1b18.2x97.3x1.3x
Sat, 13 Jul 2024UK£393.7bUK£350.4bUK£5.1b16.2x77.4x1.1x
Mon, 10 Jun 2024UK£395.0bUK£356.6bUK£5.7b16.8x69.7x1.1x
Wed, 08 May 2024UK£389.8bUK£351.8bUK£5.8b17x67.7x1.1x
Fri, 05 Apr 2024UK£376.2bUK£344.2bUK£4.7b16.8x79.8x1.1x
Sun, 03 Mar 2024UK£380.1bUK£344.0bUK£4.5b16.9x85.4x1.1x
Tue, 30 Jan 2024UK£386.8bUK£362.7bUK£31.0b16.3x12.5x1.1x
Thu, 28 Dec 2023UK£384.5bUK£363.0bUK£31.1b16.7x12.4x1.1x
Sat, 25 Nov 2023UK£387.1bUK£364.2bUK£31.2b16.7x12.4x1.1x
Mon, 23 Oct 2023UK£390.9bUK£356.9bUK£29.6b16.1x13.2x1.1x
Wed, 20 Sep 2023UK£406.7bUK£354.0bUK£28.9b17.4x14.1x1.1x
Fri, 18 Aug 2023UK£397.7bUK£352.9bUK£28.7b15.8x13.9x1.1x
Sun, 16 Jul 2023UK£398.8bUK£352.2bUK£25.6b16x15.6x1.1x
Tue, 13 Jun 2023UK£394.1bUK£323.4bUK£25.5b15.9x15.4x1.2x
Price to Earnings Ratio

15.4x


Total Market Cap: UK£394.1bTotal Earnings: UK£25.5bTotal Revenue: UK£323.4bTotal 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 14.6x 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 2.1% per year over the last three years,
  • Revenues have also declined 5.7% 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 Market-0.63%
Consumer Staples-4.42%
Food and Staples Retail1.17%
Food0.33%
Personal Products-4.14%
Household Products-4.61%
Beverage-4.95%
Tobacco-7.31%
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 20.0x.
    • Analysts are expecting annual earnings growth of 11.3%, which is higher than its past year's earnings decline of 12.6% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 21.6x.
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 26% 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
TSCO TescoUK£4.545.6%
+UK£1.5b		16.3%PE16.1x
IMB Imperial BrandsUK£27.612.4%
+UK£502.5m		-4.0%PE12.3x
ABF Associated British FoodsUK£18.642.3%
+UK£294.0m		-9.4%PE13.7x
MKS Marks and Spencer GroupUK£3.652.6%
+UK£292.8m		-0.4%PE28.9x
CCH Coca-Cola HBCUK£42.940.7%
+UK£109.3m		10.2%PE19.3x

Latest News

ULVR
UK£41.89
Unilever
7D
-0.4%
1Y
-19.8%
TATE
UK£4.91
Tate & Lyle
7D
-2.7%
1Y
-11.6%
SBRY
UK£3.01
J Sainsbury
7D
1.4%
1Y
7.9%
DGE
UK£14.95
Diageo
7D
-2.6%
1Y
-22.7%
Narrative Update • Jun 03

DGE: Margin Resilience And Overhaul Execution Will Support Future Share Rebound

Analysts have trimmed their Diageo price target slightly to £24.27 from £24.38, reflecting updated assumptions that combine more cautious revenue growth and a higher discount rate with somewhat stronger profit margin expectations and a modestly lower future P/E multiple. Analyst Commentary While the recent trim to the Diageo price target is modest, it still reflects a generally supportive stance from bullish analysts who see room for the company to execute on profitability and maintain a premium valuation within its sector.
MKS
UK£3.65
Marks and Spencer Group
7D
2.6%
1Y
-0.4%
TSCO
UK£4.54
Tesco
7D
5.6%
1Y
16.3%
Narrative Update • Jun 01

TSCO: Ecosystem Advantage And £750m Buyback Will Drive Future Upside

Analysts have nudged Tesco’s fair value estimate slightly higher to £5.15 from £5.12, reflecting updated views on its role in the UK grocery "ecosystem war" and recent price target increases from several banks. Analyst Commentary Recent research points toward a generally constructive stance on Tesco, with several price targets adjusted higher and new coverage framed around its position in what some describe as an "ecosystem war" in UK grocery rather than a simple price battle.
APN
UK£2.79
Applied Nutrition
7D
14.6%
1Y
121.1%
BATS
UK£44.04
British American Tobacco
7D
-4.1%
1Y
25.1%
Narrative Update • Jun 01

BATS: Smokeless Transition And 2035 Objectives Will Limit Near Term Upside

Analysts have nudged their fair value estimate for British American Tobacco slightly lower to about £39.07 from roughly £39.19, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News British American Tobacco has highlighted a long term goal to become predominantly smokeless by 2035, focusing on products such as vapes and nicotine pouches, according to recent coverage of its upcoming half year results.
OCDO
UK£2.00
Ocado Group
7D
-10.4%
1Y
-22.1%
GNC
UK£1.92
Greencore Group
7D
-5.4%
1Y
-15.6%
IMB
UK£27.61
Imperial Brands
7D
2.4%
1Y
-4.0%
Narrative Update • May 28

IMB: Future Returns Will Rely On Execution And Ongoing Cash Returns

Narrative Update: Imperial Brands Analyst Price Target Shift The analyst price target for Imperial Brands has been cut from about £34.65 to roughly £33.14, as analysts factor in slightly higher perceived risk, softer revenue and margin expectations, and a higher assumed future P/E. This is consistent with the more cautious stance reflected in recent downgrades and target trims from several banks.
CCH
UK£42.94
Coca-Cola HBC
7D
0.7%
1Y
10.2%
Narrative Update • May 24

CCH: Recent Price Reset And Execution Risks Will Shape Future Returns

The analyst price target for Coca-Cola HBC has been adjusted to £38.97 from £30.52, with analysts pointing to changes in growth, margin and P/E assumptions following recent Street research that lowered published price targets to £46.00 and £47.00. Analyst Commentary Recent Street research has highlighted a more cautious tone around Coca-Cola HBC, with published price targets now referenced at £46.00 and £47.00.
ABF
UK£18.64
Associated British Foods
7D
2.3%
1Y
-9.4%
AEP
UK£15.06
AEP Plantations
7D
-13.3%
1Y
81.9%
RKT
UK£45.49
Reckitt Benckiser Group
7D
-0.9%
1Y
-14.5%
Narrative Update • May 04

RKT: Future Returns Will Hinge On Dividend Growth And Share Buybacks

Reckitt Benckiser Group's analyst price target has been trimmed by about £1.32 per share, as analysts factor in softer revenue growth and profit margin assumptions alongside a slightly higher future P/E multiple. Analyst Commentary Recent research on Reckitt Benckiser points to a mixed set of views, with some analysts trimming price targets while others are upgrading their stance.
VLG
UK£0.66
Venture Life Group
7D
15.9%
1Y
22.4%