Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedOct 27, 2025
DataAggregated Company Financials
Companies52
  • 7D1.1%
  • 3M1.6%
  • 1Y7.9%
  • YTD7.5%

In the last week, Consumer Staples has been flat. The past year has been better, since the industry has gained 8.4% in that time. 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
Mon, 27 Oct 2025UK£397.8bUK£298.7bUK£18.4b18.6x21.6x1.3x
Wed, 24 Sep 2025UK£385.8bUK£297.1bUK£18.5b17.8x20.9x1.3x
Fri, 22 Aug 2025UK£416.1bUK£296.4bUK£18.4b19.3x22.6x1.4x
Sun, 20 Jul 2025UK£384.7bUK£297.5bUK£19.5b19.3x19.7x1.3x
Tue, 17 Jun 2025UK£383.5bUK£296.3bUK£19.6b19.7x19.6x1.3x
Thu, 15 May 2025UK£367.2bUK£295.2bUK£19.8b17.5x18.6x1.2x
Sat, 12 Apr 2025UK£367.7bUK£297.5bUK£19.7b16.4x18.7x1.2x
Mon, 10 Mar 2025UK£376.0bUK£294.7bUK£19.8b16.4x19x1.3x
Wed, 05 Feb 2025UK£382.2bUK£296.2bUK£3.7b16.8x103.3x1.3x
Fri, 03 Jan 2025UK£410.7bUK£309.4bUK£5.3b17.8x78.1x1.3x
Sun, 01 Dec 2024UK£410.4bUK£309.1bUK£5.2b16.9x79x1.3x
Tue, 29 Oct 2024UK£409.7bUK£307.8bUK£4.1b17.8x99.5x1.3x
Thu, 26 Sep 2024UK£413.6bUK£306.5bUK£3.9b17.3x106.1x1.3x
Sat, 24 Aug 2024UK£406.5bUK£307.7bUK£4.0b18.5x102.5x1.3x
Mon, 22 Jul 2024UK£390.7bUK£312.9bUK£4.2b16.6x92.9x1.2x
Wed, 19 Jun 2024UK£391.0bUK£354.3bUK£5.7b16.3x68.7x1.1x
Fri, 17 May 2024UK£404.2bUK£352.0bUK£5.4b17.4x74.8x1.1x
Sun, 14 Apr 2024UK£362.9bUK£349.8bUK£5.5b16.5x65.8x1x
Tue, 12 Mar 2024UK£378.9bUK£344.2bUK£4.6b16.8x82.2x1.1x
Thu, 08 Feb 2024UK£381.6bUK£348.7bUK£30.4b15.5x12.5x1.1x
Sat, 06 Jan 2024UK£387.3bUK£362.7bUK£31.1b16.4x12.5x1.1x
Mon, 04 Dec 2023UK£385.8bUK£362.6bUK£31.0b16.6x12.4x1.1x
Wed, 01 Nov 2023UK£385.7bUK£359.4bUK£29.7b16.9x13x1.1x
Fri, 29 Sep 2023UK£395.0bUK£354.5bUK£28.9b16.9x13.7x1.1x
Sun, 27 Aug 2023UK£401.4bUK£354.5bUK£28.7b15.7x14x1.1x
Tue, 25 Jul 2023UK£408.7bUK£352.1bUK£25.7b16.6x15.9x1.2x
Thu, 22 Jun 2023UK£401.1bUK£354.4bUK£25.7b15.6x15.6x1.1x
Sat, 20 May 2023UK£427.5bUK£355.7bUK£25.7b16.8x16.6x1.2x
Mon, 17 Apr 2023UK£429.5bUK£351.0bUK£25.8b16x16.6x1.2x
Wed, 15 Mar 2023UK£412.5bUK£346.7bUK£25.9b15.3x15.9x1.2x
Fri, 10 Feb 2023UK£416.6bUK£341.1bUK£24.3b15x17.1x1.2x
Sun, 08 Jan 2023UK£427.4bUK£339.3bUK£24.0b14.8x17.8x1.3x
Tue, 06 Dec 2022UK£429.5bUK£344.3bUK£24.0b14.8x17.9x1.2x
Thu, 03 Nov 2022UK£405.0bUK£339.7bUK£25.1b13.6x16.1x1.2x
Price to Earnings Ratio

16.1x


Total Market Cap: UK£405.0bTotal Earnings: UK£25.1bTotal Revenue: UK£339.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Staples Sector Price to Earnings3Y Average 39.4x202320242025
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 21.6x which is lower than its 3-year average PE of 39.4x.
  • 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 9.8% per year over the last three years,
  • Revenues have also declined 4.2% 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 Market2.49%
Consumer Staples1.08%
Food3.29%
Food and Staples Retail2.35%
Tobacco2.20%
Personal Products0.63%
Household Products-0.027%
Beverage-1.43%
Industry PE
  • Investors are most optimistic about the Household Products industry which is trading above its 3-year average PE ratio of 20.2x.
    • Analysts are expecting annual earnings growth of 14.9%, 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 below 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 Food industry is expected to see its earnings grow by 8.8% 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£39.002.6%
+UK£2.2b		45.6%PE27.9x
TSCO TescoUK£4.552.7%
+UK£782.9m		28.8%PE19.3x
ULVR UnileverUK£46.890.6%
+UK£746.9m		-2.5%PE24.1x
ABF Associated British FoodsUK£22.934.0%
+UK£626.1m		-0.3%PE12.4x
MKS Marks and Spencer GroupUK£4.082.5%
+UK£201.6m		6.5%PE27.8x

Latest News

ULVR
UK£46.89
Unilever
7D
0.6%
1Y
-2.5%
IMB
UK£30.06
Imperial Brands
7D
0.7%
1Y
29.8%

If EPS Growth Is Important To You, Imperial Brands (LON:IMB) Presents An Opportunity

Oct 24
If EPS Growth Is Important To You, Imperial Brands (LON:IMB) Presents An Opportunity
CCH
UK£34.60
Coca-Cola HBC
7D
-2.2%
1Y
25.5%
RKT
UK£58.88
Reckitt Benckiser Group
7D
-0.03%
1Y
21.4%

Analyst Commentary Highlights Mixed Views as Reckitt Benckiser Updates Guidance and Maintains Valuation

Reckitt Benckiser Group’s consensus analyst price target was revised downward to 5,555 GBp from 5,920 GBp. This change reflects analysts’ caution amid mixed signals about growth prospects and market positioning. Analyst Commentary Recent analyst activity surrounding Reckitt Benckiser Group provides a balanced perspective, with both upward and downward revisions to price targets.
TSCO
UK£4.55
Tesco
7D
2.7%
1Y
28.8%

Tesco PLC's (LON:TSCO) Popularity With Investors Is Under Threat From Overpricing

Oct 20
Tesco PLC's (LON:TSCO) Popularity With Investors Is Under Threat From Overpricing
PZC
UK£0.77
PZ Cussons
7D
-2.3%
1Y
-10.1%

PZ Cussons (LON:PZC) Is Due To Pay A Dividend Of £0.021

Oct 18
PZ Cussons (LON:PZC) Is Due To Pay A Dividend Of £0.021
ABF
UK£22.93
Associated British Foods
7D
4.0%
1Y
-0.3%

Primark's Expansion And Click & Collect Will Attract Future Customers

Analysts have lowered their price target for Associated British Foods to £21.30 from £22.20. They cite a more cautious outlook on the UK consumer as the primary rationale for the adjustment.
TATE
UK£3.89
Tate & Lyle
7D
3.8%
1Y
-49.1%

Integrating CP Kelco And Partnering With Manus Will Drive Growth And Enhance Profitability

Tate & Lyle's analyst price target has been revised downward by approximately 12%, from £6.26 to £5.53 per share. Analysts cite growing concerns over softer demand trends and pressure on future earnings growth.
FEVR
UK£8.55
Fevertree Drinks
7D
-1.4%
1Y
15.2%

Reshoring Partnership Will Improve U S Operational Efficiency

Narrative Update on Fevertree Drinks Analysts have raised their price target on Fevertree Drinks by £0.31 to £9.29. This change is attributed to improved growth expectations and stronger margin forecasts.
BATS
UK£39.00
British American Tobacco
7D
2.6%
1Y
45.6%
SBRY
UK£3.44
J Sainsbury
7D
2.1%
1Y
26.3%

Expanding Grocery Range And New Stores Will Fuel Future Reach

J Sainsbury's analyst price target has increased from £3.30 to £3.63. This change is supported by analysts who cite ongoing optimism about the company's growth prospects and improved financial outlook.
DGE
UK£18.11
Diageo
7D
-1.3%
1Y
-29.1%

Global Premium Spirits Expansion Will Reshape Beverage Industry

Diageo's analyst price target has increased modestly, rising from $23.25 to $23.55. Analysts point to a steady operational outlook and stable valuation metrics in their latest updates.
MKS
UK£4.08
Marks and Spencer Group
7D
2.5%
1Y
6.5%

Is Now The Time To Look At Buying Marks and Spencer Group plc (LON:MKS)?

Oct 09
Is Now The Time To Look At Buying Marks and Spencer Group plc (LON:MKS)?
MHPC
US$5.72
MHP
7D
-2.4%
1Y
42.3%
NICL
UK£10.60
Nichols
7D
-1.4%
1Y
1.4%

Expanding Local Production Will Transform Beverage Supply Chains

Key Takeaways Expansion of local manufacturing, supply chain upgrades, and ERP-driven efficiencies are set to boost margins and diversify growth across emerging and established markets. Health-focused innovation and sustainability initiatives position Nichols for increased market share, regulatory alignment, and long-term margin resilience.
APN
UK£1.76
Applied Nutrition
7D
-2.2%
1Y
29.4%