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U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies52
  • 7D-2.3%
  • 3M2.9%
  • 1Y5.4%
  • YTD6.6%

The Consumer Staples industry is down 2.3% over the last week with Diageo the worst performer, down 5.4%. Meanwhile, J Sainsbury actually outperformed within the industry, gaining 5.4% in the last week. Over the past 12 months, the industry was up 5.4%. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Sep 2025UK£394.6bUK£296.6bUK£18.4b18.4x21.4x1.3x
Sat, 16 Aug 2025UK£400.9bUK£296.2bUK£18.3b19.2x21.8x1.4x
Mon, 14 Jul 2025UK£381.1bUK£297.2bUK£19.5b19.2x19.5x1.3x
Wed, 11 Jun 2025UK£382.8bUK£296.1bUK£19.6b20x19.6x1.3x
Fri, 09 May 2025UK£381.2bUK£295.6bUK£19.8b17.2x19.2x1.3x
Sun, 06 Apr 2025UK£367.8bUK£295.6bUK£19.9b16x18.5x1.2x
Tue, 04 Mar 2025UK£371.9bUK£294.1bUK£19.9b17x18.7x1.3x
Thu, 30 Jan 2025UK£415.1bUK£308.0bUK£5.2b16.7x80.1x1.3x
Sat, 28 Dec 2024UK£407.4bUK£309.1bUK£5.2b17.8x78.1x1.3x
Mon, 25 Nov 2024UK£409.6bUK£309.0bUK£5.2b17x78.6x1.3x
Wed, 23 Oct 2024UK£409.0bUK£307.6bUK£4.1b17.8x100.1x1.3x
Fri, 20 Sep 2024UK£412.9bUK£306.8bUK£3.9b17.3x105.3x1.3x
Sun, 18 Aug 2024UK£402.4bUK£308.4bUK£4.1b18.4x99x1.3x
Tue, 16 Jul 2024UK£388.7bUK£350.2bUK£5.1b16.1x76.4x1.1x
Thu, 13 Jun 2024UK£388.0bUK£356.1bUK£5.6b16.6x69.1x1.1x
Sat, 11 May 2024UK£396.6bUK£351.2bUK£5.7b17.1x69.2x1.1x
Mon, 08 Apr 2024UK£372.2bUK£344.1bUK£4.7b17x79x1.1x
Wed, 06 Mar 2024UK£370.5bUK£344.3bUK£4.6b16.8x79.9x1.1x
Fri, 02 Feb 2024UK£386.8bUK£362.3bUK£30.6b16x12.6x1.1x
Sun, 31 Dec 2023UK£384.8bUK£363.8bUK£31.2b16.5x12.4x1.1x
Tue, 28 Nov 2023UK£387.0bUK£364.0bUK£31.2b16.7x12.4x1.1x
Thu, 26 Oct 2023UK£391.1bUK£357.8bUK£29.6b16.2x13.2x1.1x
Sat, 23 Sep 2023UK£406.9bUK£355.0bUK£28.9b18.1x14.1x1.1x
Mon, 21 Aug 2023UK£397.2bUK£352.9bUK£28.7b15.6x13.8x1.1x
Wed, 19 Jul 2023UK£401.2bUK£352.2bUK£25.7b15.6x15.6x1.1x
Fri, 16 Jun 2023UK£399.1bUK£354.7bUK£25.7b16x15.5x1.1x
Sun, 14 May 2023UK£433.4bUK£356.3bUK£25.5b17x17x1.2x
Tue, 11 Apr 2023UK£429.6bUK£348.8bUK£26.0b15.9x16.6x1.2x
Thu, 09 Mar 2023UK£419.7bUK£347.2bUK£26.0b15.1x16.1x1.2x
Sat, 04 Feb 2023UK£424.0bUK£343.1bUK£24.4b16x17.4x1.2x
Mon, 02 Jan 2023UK£420.8bUK£339.1bUK£24.0b15x17.5x1.2x
Wed, 30 Nov 2022UK£422.8bUK£346.2bUK£24.0b14.2x17.6x1.2x
Fri, 28 Oct 2022UK£401.6bUK£340.0bUK£25.1b13.3x16x1.2x
Sun, 25 Sep 2022UK£413.6bUK£342.6bUK£25.9b14.1x15.9x1.2x
Price to Earnings Ratio

15.9x


Total Market Cap: UK£413.6bTotal Earnings: UK£25.9bTotal Revenue: UK£342.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Staples Sector Price to Earnings3Y Average 39.9x202320242025
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 21.4x 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 1.3x.
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 4.7% 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-0.50%
Consumer Staples-2.32%
Food and Staples Retail-1.11%
Tobacco-1.15%
Household Products-1.66%
Personal Products-1.86%
Beverage-4.71%
Food-6.90%
Industry PE
  • Investors are most optimistic about the Household Products industry which is trading above its 3-year average PE ratio of 20.9x.
    • Analysts are expecting annual earnings growth of 15.5%, which is lower than the prior year's growth of 51.7% per year.
  • Investors are most pessimistic about the Food industry, which is trading below its 3-year average of 16.7x.
Forecasted Growth
  • Analysts are most optimistic on the Household Products industry, expecting annual earnings growth of 15% over the next 5 years.
  • However this is lower than its past earnings growth rate of 52% per year.
  • In contrast, the Food and Staples Retail industry is expected to see its earnings grow by 8.9% 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
SBRY J SainsburyUK£3.246.9%
+UK£468.5m		9.0%PE17.4x
ABF Associated British FoodsUK£20.022.9%
+UK£402.0m		-10.4%PE10.9x
MKS Marks and Spencer GroupUK£3.584.6%
+UK£316.6m		-2.6%PE24.4x
TSCO TescoUK£4.401.0%
+UK£271.8m		19.4%PE17.8x
FEVR Fevertree DrinksUK£9.1618.2%
+UK£165.7m		18.6%PE42.9x

Latest News

PZC
UK£0.75
PZ Cussons
7D
11.2%
1Y
-13.9%
IMB
UK£31.01
Imperial Brands
7D
-0.7%
1Y
42.0%

Investors Shouldn't Overlook Imperial Brands' (LON:IMB) Impressive Returns On Capital

Sep 17
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DGE
UK£18.37
Diageo
7D
-4.3%
1Y
-26.1%
ULVR
UK£45.59
Unilever
7D
-1.3%
1Y
-6.5%
TSCO
UK£4.40
Tesco
7D
1.0%
1Y
19.4%

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco’s analyst price target has been raised from £4.29 to £4.40 as analysts express increased confidence driven by stronger earnings forecasts, anticipated positive catalysts, and sustained operational momentum. Analyst Commentary Bullish analysts are anticipating strong upcoming earnings, with first half and full year estimates raised significantly, placing forecasts comfortably above current guidance.
ABF
UK£20.02
Associated British Foods
7D
2.9%
1Y
-10.4%

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

The slight decrease in Associated British Foods' consensus price target to £22.07 reflects divergent analyst sentiment driven by uncertainty over UK consumer spending, macroeconomic conditions, and varying expectations for margin and revenue stability. Analyst Commentary Bearish analysts have taken a more cautious view on the UK consumer, leading to a downgrade and lower price target.
SBRY
UK£3.24
J Sainsbury
7D
6.9%
1Y
9.0%
FEVR
UK£9.16
Fevertree Drinks
7D
18.2%
1Y
18.6%
BATS
UK£40.97
British American Tobacco
7D
-0.9%
1Y
42.9%
OCDO
UK£2.28
Ocado Group
7D
-25.6%
1Y
-34.9%

Ocado Group plc's (LON:OCDO) Stock Retreats 32% But Revenues Haven't Escaped The Attention Of Investors

Sep 13
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CWK
UK£51.00
Cranswick
7D
1.6%
1Y
8.7%

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Sep 12
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CCH
UK£35.94
Coca-Cola HBC
7D
-3.0%
1Y
29.7%

Nigeria And Egypt Will Drive Upside Through Shifting Consumer Trends

Coca-Cola HBC’s consensus price target was raised slightly to £41.26, as analysts cite strong operational momentum, robust Q2 growth above expectations, and the prospect of FY25 EBIT guidance upgrades, though some caution that greater upside exists elsewhere in the sector. Analyst Commentary Bullish analysts expect management to raise FY25 organic EBIT growth guidance to 9%-13% following strong first half results.
CCR
UK£1.62
C&C Group
7D
-3.0%
1Y
2.9%

Brand And Digital Investments Will Secure Future Market Strength

Key Takeaways Investment in brand innovation, premium products, and digital customer engagement is positioning C&C for sustainable revenue and margin growth as consumer preferences evolve. Expansion into low and no-alcohol options, along with operational efficiencies and a recovering distribution business, diversifies revenue streams and strengthens competitive positioning.
MKS
UK£3.58
Marks and Spencer Group
7D
4.6%
1Y
-2.6%
RKT
UK£57.10
Reckitt Benckiser Group
7D
-1.0%
1Y
22.3%

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Aug 21
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AEP
UK£12.95
Anglo-Eastern Plantations
7D
6.6%
1Y
115.1%