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U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedNov 08, 2025
DataAggregated Company Financials
Companies53
  • 7D1.8%
  • 3M0.3%
  • 1Y12.4%
  • YTD8.2%

The Consumer Staples industry is up 1.8% in the last week, with British American Tobacco up 5.8%. This takes the industry's 12 month performance to a gain of 12%. 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
Sat, 08 Nov 2025UK£401.3bUK£300.6bUK£17.9b18.3x22.4x1.3x
Mon, 06 Oct 2025UK£383.3bUK£298.2bUK£18.4b17.8x20.9x1.3x
Wed, 03 Sep 2025UK£401.1bUK£296.7bUK£18.5b18.9x21.7x1.4x
Fri, 01 Aug 2025UK£393.2bUK£297.4bUK£19.4b19.4x20.3x1.3x
Sun, 29 Jun 2025UK£370.2bUK£296.1bUK£19.4b19.4x19.1x1.3x
Tue, 27 May 2025UK£379.8bUK£295.5bUK£19.4b19.4x19.6x1.3x
Thu, 24 Apr 2025UK£378.3bUK£296.0bUK£19.8b16.6x19.1x1.3x
Sat, 22 Mar 2025UK£365.9bUK£294.6bUK£19.8b16.5x18.5x1.2x
Mon, 17 Feb 2025UK£367.3bUK£296.6bUK£20.1b16.9x18.3x1.2x
Wed, 15 Jan 2025UK£396.5bUK£310.8bUK£5.4b16.1x73.1x1.3x
Fri, 13 Dec 2024UK£413.9bUK£308.9bUK£5.2b18.1x80x1.3x
Sun, 10 Nov 2024UK£395.3bUK£308.0bUK£4.5b17.4x87x1.3x
Tue, 08 Oct 2024UK£406.8bUK£308.0bUK£4.1b17.2x99.1x1.3x
Thu, 05 Sep 2024UK£416.2bUK£307.5bUK£4.0b18.5x105x1.4x
Sat, 03 Aug 2024UK£403.3bUK£311.9bUK£4.6b16.8x87.9x1.3x
Mon, 01 Jul 2024UK£385.1bUK£355.8bUK£5.7b15.5x68.1x1.1x
Wed, 29 May 2024UK£389.3bUK£356.5bUK£5.7b17.1x68.5x1.1x
Fri, 26 Apr 2024UK£382.4bUK£351.3bUK£5.7b16.8x66.6x1.1x
Sun, 24 Mar 2024UK£374.8bUK£344.3bUK£4.7b16.8x79.8x1.1x
Tue, 20 Feb 2024UK£389.6bUK£344.1bUK£5.2b17.5x74.6x1.1x
Thu, 18 Jan 2024UK£377.5bUK£363.6bUK£31.1b16.2x12.1x1x
Sat, 16 Dec 2023UK£381.6bUK£363.0bUK£31.1b16.4x12.3x1.1x
Mon, 13 Nov 2023UK£385.4bUK£362.1bUK£30.0b16.6x12.8x1.1x
Wed, 11 Oct 2023UK£395.5bUK£354.9bUK£29.5b16x13.4x1.1x
Fri, 08 Sep 2023UK£398.0bUK£352.8bUK£28.7b16.4x13.9x1.1x
Sun, 06 Aug 2023UK£404.6bUK£352.4bUK£28.5b16.3x14.2x1.1x
Tue, 04 Jul 2023UK£406.7bUK£353.1bUK£25.7b15.7x15.8x1.2x
Thu, 01 Jun 2023UK£407.2bUK£355.9bUK£25.8b16.1x15.8x1.1x
Sat, 29 Apr 2023UK£437.4bUK£354.0bUK£25.4b16.9x17.2x1.2x
Mon, 27 Mar 2023UK£419.0bUK£349.1bUK£26.1b15.7x16.1x1.2x
Wed, 22 Feb 2023UK£426.0bUK£345.4bUK£27.1b15.1x15.7x1.2x
Fri, 20 Jan 2023UK£420.4bUK£340.7bUK£24.0b14.9x17.6x1.2x
Sun, 18 Dec 2022UK£417.5bUK£343.1bUK£24.0b14.7x17.4x1.2x
Tue, 15 Nov 2022UK£414.8bUK£346.7bUK£25.1b13.9x16.5x1.2x
Price to Earnings Ratio

16.5x


Total Market Cap: UK£414.8bTotal Earnings: UK£25.1bTotal 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 22.4x 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 11% 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 Market-0.67%
Consumer Staples1.80%
Tobacco5.58%
Food and Staples Retail1.31%
Household Products0.73%
Personal Products0.61%
Beverage-0.27%
Food-1.67%
Industry PE
  • Investors are most optimistic about the Household Products industry which is trading above its 3-year average PE ratio of 20.4x.
    • 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
BATS British American TobaccoUK£41.305.8%
+UK£4.9b		51.1%PE29.5x
IMB Imperial BrandsUK£31.714.8%
+UK£1.2b		34.0%PE9.8x
TSCO TescoUK£4.743.2%
+UK£960.6m		37.4%PE20x
ULVR UnileverUK£46.180.6%
+UK£722.0m		1.8%PE23.5x
CCH Coca-Cola HBCUK£35.583.0%
+UK£378.0m		26.8%PE16.2x

Latest News

DGE
UK£17.27
Diageo
7D
-1.3%
1Y
-25.6%
MKS
UK£3.82
Marks and Spencer Group
7D
-3.9%
1Y
2.1%
SBRY
UK£3.49
J Sainsbury
7D
2.2%
1Y
40.1%
PRN
UK£4.58
Princes Group
7D
-3.6%
1Y
n/a
ABF
UK£22.63
Associated British Foods
7D
-1.4%
1Y
-0.04%

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£31.71
Imperial Brands
7D
4.8%
1Y
34.0%

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£1.97
Ocado Group
7D
-10.1%
1Y
-42.3%

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.
RKT
UK£58.60
Reckitt Benckiser Group
7D
0.8%
1Y
23.0%

RKT: Future Performance Will Reflect Balanced Outlook Amid Adjusted Earnings Expectations

Analysts have raised their price target for Reckitt Benckiser Group from £55.55 to £56.47, citing slight revisions to revenue growth and profit margin expectations, as well as updated fair value estimates. Analyst Commentary Recent street research shows a mixed but generally constructive outlook from analysts regarding Reckitt Benckiser Group.
TSCO
UK£4.74
Tesco
7D
3.2%
1Y
37.4%

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Nov 04
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PFD
UK£1.77
Premier Foods
7D
-3.0%
1Y
-6.1%

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Nov 04
Do Premier Foods' (LON:PFD) Earnings Warrant Your Attention?
ULVR
UK£46.18
Unilever
7D
0.6%
1Y
1.8%
CCH
UK£35.58
Coca-Cola HBC
7D
3.0%
1Y
26.8%
AEP
UK£13.10
Anglo-Eastern Plantations
7D
-6.4%
1Y
91.5%
BATS
UK£41.30
British American Tobacco
7D
5.8%
1Y
51.1%
GNC
UK£2.26
Greencore Group
7D
-5.5%
1Y
10.0%

When Should You Buy Greencore Group plc (LON:GNC)?

Sep 03
When Should You Buy Greencore Group plc (LON:GNC)?
APN
UK£1.82
Applied Nutrition
7D
5.8%
1Y
28.6%