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U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedNov 25, 2025
DataAggregated Company Financials
Companies53
  • 7D2.0%
  • 3M-0.9%
  • 1Y8.1%
  • YTD8.3%

Over the last 7 days, the Consumer Staples industry has risen 2.0%, driven by gains from British American Tobacco of 3.8%. This takes the industry's 12 month performance to a gain of 8.1%. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Nov 2025UK£395.2bUK£301.7bUK£17.5b17.3x22.6x1.3x
Sun, 26 Oct 2025UK£397.8bUK£298.7bUK£18.4b18.6x21.6x1.3x
Tue, 23 Sep 2025UK£388.2bUK£297.1bUK£18.5b17.8x21x1.3x
Thu, 21 Aug 2025UK£415.1bUK£296.4bUK£18.4b19.4x22.5x1.4x
Sat, 19 Jul 2025UK£384.8bUK£297.5bUK£19.5b19.3x19.7x1.3x
Mon, 16 Jun 2025UK£384.0bUK£296.3bUK£19.6b19.9x19.6x1.3x
Wed, 14 May 2025UK£368.8bUK£295.1bUK£19.7b17.5x18.7x1.2x
Fri, 11 Apr 2025UK£361.5bUK£296.5bUK£20.0b16.5x18.1x1.2x
Sun, 09 Mar 2025UK£376.0bUK£294.7bUK£19.8b16.4x19x1.3x
Tue, 04 Feb 2025UK£383.6bUK£296.4bUK£3.9b16.7x97.3x1.3x
Thu, 02 Jan 2025UK£406.2bUK£309.0bUK£5.2b17.9x78x1.3x
Sat, 30 Nov 2024UK£410.4bUK£309.2bUK£5.2b16.9x78.8x1.3x
Mon, 28 Oct 2024UK£407.8bUK£307.8bUK£4.1b17.8x99.1x1.3x
Wed, 25 Sep 2024UK£413.1bUK£306.2bUK£3.9b17.3x107.1x1.3x
Fri, 23 Aug 2024UK£404.7bUK£308.0bUK£4.0b18.4x100.9x1.3x
Sun, 21 Jul 2024UK£390.7bUK£312.9bUK£4.2b16.6x92.9x1.2x
Tue, 18 Jun 2024UK£390.3bUK£356.0bUK£5.6b16.4x69.3x1.1x
Thu, 16 May 2024UK£403.6bUK£351.7bUK£5.6b17.2x71.5x1.1x
Sat, 13 Apr 2024UK£362.9bUK£349.8bUK£5.5b16.5x65.8x1x
Mon, 11 Mar 2024UK£377.1bUK£343.8bUK£4.6b16.8x82.3x1.1x
Wed, 07 Feb 2024UK£386.6bUK£349.1bUK£30.4b15.8x12.7x1.1x
Fri, 05 Jan 2024UK£389.3bUK£362.5bUK£31.1b16.7x12.5x1.1x
Sun, 03 Dec 2023UK£385.8bUK£362.6bUK£31.0b16.6x12.4x1.1x
Tue, 31 Oct 2023UK£384.2bUK£359.6bUK£29.7b16.9x12.9x1.1x
Thu, 28 Sep 2023UK£396.1bUK£354.8bUK£28.9b17.2x13.7x1.1x
Sat, 26 Aug 2023UK£401.4bUK£354.1bUK£28.7b15.7x14x1.1x
Mon, 24 Jul 2023UK£412.6bUK£352.5bUK£25.7b16.9x16x1.2x
Wed, 21 Jun 2023UK£398.3bUK£354.1bUK£25.7b15.7x15.5x1.1x
Fri, 19 May 2023UK£427.1bUK£355.7bUK£25.7b16.8x16.6x1.2x
Sun, 16 Apr 2023UK£429.5bUK£351.0bUK£25.8b16x16.6x1.2x
Tue, 14 Mar 2023UK£407.6bUK£346.9bUK£25.9b15.3x15.7x1.2x
Thu, 09 Feb 2023UK£418.5bUK£341.1bUK£24.3b16x17.2x1.2x
Sat, 07 Jan 2023UK£427.4bUK£339.3bUK£24.0b14.8x17.8x1.3x
Mon, 05 Dec 2022UK£429.7bUK£343.7bUK£23.9b14.8x18x1.3x
Price to Earnings Ratio

18x


Total Market Cap: UK£429.7bTotal Earnings: UK£23.9bTotal Revenue: UK£343.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Staples Sector Price to Earnings3Y Average 39.6x202320242025
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 22.6x which is lower than its 3-year average PE of 39.6x.
  • 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 10.0% per year over the last three years,
  • Revenues have also declined 4.3% 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 Market1.96%
Consumer Staples1.96%
Beverage3.11%
Food2.78%
Tobacco2.52%
Food and Staples Retail2.45%
Personal Products0.85%
Household Products0.84%
Industry PE
  • Investors are most optimistic about the Household Products industry which is trading above its 3-year average PE ratio of 20.7x.
    • 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£43.403.8%
+UK£3.4b		45.6%PE31x
ULVR UnileverUK£45.200.8%
+UK£946.1m		-4.4%PE23.1x
DGE DiageoUK£17.422.2%
+UK£846.0m		-26.4%PE21.8x
CCH Coca-Cola HBCUK£37.845.8%
+UK£748.8m		34.1%PE17.3x
TSCO TescoUK£4.552.0%
+UK£579.0m		24.3%PE19.2x

Latest News

BATS
UK£43.40
British American Tobacco
7D
3.8%
1Y
45.6%

BATS: Future Returns Will Reflect Balanced Profitability And Margin Expectations

British American Tobacco's analyst price target has been modestly raised from $42.67 to $43.63. Analysts cite a slight adjustment in discount rate and profitability expectations despite updated projections for revenue growth and profit margins.
CCH
UK£37.84
Coca-Cola HBC
7D
5.8%
1Y
34.1%

Here's Why Coca-Cola HBC (LON:CCH) Has Caught The Eye Of Investors

Nov 27
Here's Why Coca-Cola HBC (LON:CCH) Has Caught The Eye Of Investors
IMB
UK£32.00
Imperial Brands
7D
-1.8%
1Y
24.4%

IMB: Future Returns Will Likely Depend On Execution And Shareholder Returns Plans

Imperial Brands' fair value price target has increased from £33.19 to £34.38 per share, as analysts updated their outlook based on improved revenue growth expectations and several recent upward revisions to price targets by major institutions. Analyst Commentary Recent analyst updates on Imperial Brands highlight both ongoing optimism and circumspect caution regarding the company's near-term outlook.
OCDO
UK£1.83
Ocado Group
7D
-2.5%
1Y
-42.6%
MCB
UK£1.25
McBride
7D
-1.6%
1Y
19.0%
ABF
UK£21.48
Associated British Foods
7D
2.3%
1Y
-1.9%
RKT
UK£58.74
Reckitt Benckiser Group
7D
0.9%
1Y
20.9%
MKS
UK£3.50
Marks and Spencer Group
7D
5.0%
1Y
-8.8%
WINE
UK£0.71
Naked Wines
7D
-2.2%
1Y
42.8%
DGE
UK£17.42
Diageo
7D
2.2%
1Y
-26.4%

DGE: Operational Progress Will Drive Long-Term Earnings Stability Despite SNAP Headwinds

Diageo's fair value price target has been lowered from $23.48 to $22.05, as analysts cite softer revenue growth forecasts and rising discount rates, which are impacting future profit expectations. Analyst Commentary Recent analyst research highlights both opportunities and challenges impacting Diageo's valuation and sector performance.
APN
UK£1.73
Applied Nutrition
7D
-0.5%
1Y
26.4%

Applied Nutrition's (LON:APN) Solid Earnings May Rest On Weak Foundations

Nov 17
Applied Nutrition's (LON:APN) Solid Earnings May Rest On Weak Foundations
TSCO
UK£4.55
Tesco
7D
2.0%
1Y
24.3%

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.
ULVR
UK£45.20
Unilever
7D
0.8%
1Y
-4.4%
RE.
UK£1.13
R.E.A. Holdings
7D
-2.2%
1Y
43.9%

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%
CDGP
UK£0.37
Chapel Down Group
7D
-2.6%
1Y
5.7%
CAM
UK£50.75
Camellia
7D
-4.2%
1Y
15.1%