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U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedNov 23, 2025
DataAggregated Company Financials
Companies53
  • 7D1.7%
  • 3M-3.1%
  • 1Y8.4%
  • YTD7.9%

British American Tobacco is up 3.8%, leading the way for the Consumer Staples industry, which has gained 1.7%. This means that the industry has gained 8.4% over the past year. 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
Sun, 23 Nov 2025UK£400.0bUK£301.6bUK£17.4b17.3x22.9x1.3x
Tue, 21 Oct 2025UK£393.6bUK£298.2bUK£18.4b17.9x21.4x1.3x
Thu, 18 Sep 2025UK£395.8bUK£296.5bUK£18.4b18.5x21.5x1.3x
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
Price to Earnings Ratio

17.6x


Total Market Cap: UK£422.8bTotal Earnings: UK£24.0bTotal Revenue: UK£346.2bTotal 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 22.9x 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% per year over the last three years,
  • Revenues have also declined 4.5% 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-1.68%
Consumer Staples1.73%
Tobacco3.48%
Personal Products2.59%
Household Products1.06%
Food and Staples Retail0.39%
Beverage-0.77%
Food-0.85%
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£42.273.8%
+UK£3.4b		42.4%PE30.2x
ULVR UnileverUK£45.852.6%
+UK£2.9b		-2.3%PE23.4x
TSCO TescoUK£4.533.2%
+UK£907.1m		28.0%PE19.1x
IMB Imperial BrandsUK£32.242.3%
+UK£578.9m		27.3%PE12.3x
RKT Reckitt Benckiser GroupUK£59.081.0%
+UK£390.8m		21.9%PE31.8x

Latest News

ABF
UK£21.12
Associated British Foods
7D
-2.2%
1Y
-3.9%
RKT
UK£59.08
Reckitt Benckiser Group
7D
1.0%
1Y
21.9%
MKS
UK£3.33
Marks and Spencer Group
7D
-5.8%
1Y
-12.1%
IMB
UK£32.24
Imperial Brands
7D
2.3%
1Y
27.3%
OCDO
UK£1.85
Ocado Group
7D
-17.6%
1Y
-39.4%

OCDO: Technology And Automation Will Support Upside Amid Shifting Sector Dynamics

Narrative Update on Ocado Group Ocado Group's analyst price target has been reduced from £3.56 to £2.90. This change reflects analysts’ updated view on the company’s growth and profitability outlook in the current market environment.
BAG
UK£6.39
A.G. BARR
7D
-2.0%
1Y
4.1%

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Nov 20
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BATS
UK£42.27
British American Tobacco
7D
3.8%
1Y
42.4%

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Nov 20
British American Tobacco (LON:BATS) Seems To Use Debt Quite Sensibly
DGE
UK£17.68
Diageo
7D
-1.4%
1Y
-26.3%

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.
TATE
UK£3.71
Tate & Lyle
7D
-3.1%
1Y
-49.7%

TATE: Near-Term Headwinds Will Present Attractive Recovery Opportunity Ahead

Tate & Lyle's consensus price target has been reduced significantly, with analysts citing cautious fiscal guidance and industry contract headwinds as key factors in the revised outlook. The price target has shifted from approximately £6.50 down to a range between £4.30 and £5.40 per share.
CWK
UK£49.40
Cranswick
7D
2.1%
1Y
-2.2%

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Nov 15
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TSCO
UK£4.53
Tesco
7D
3.2%
1Y
28.0%

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£45.85
Unilever
7D
2.6%
1Y
-2.3%
CCH
UK£36.66
Coca-Cola HBC
7D
1.4%
1Y
31.0%
FEVR
UK£7.88
Fevertree Drinks
7D
-2.0%
1Y
15.0%

FEVR: Dividend Rise And Fresh Buybacks Will Sustain Shareholder Returns

Analysts have raised their price target for Fevertree Drinks to £9.29. This update reflects revised discount rate assumptions along with modest refinements to growth and profitability forecasts.
PRN
UK£4.37
Princes Group
7D
-1.8%
1Y
n/a
BAKK
UK£2.26
Bakkavor Group
7D
3.9%
1Y
73.8%

Margin Pressures And US Expansion Will Reshape Market Valuation

The consensus analyst price target for Bakkavor Group has increased to £2.12, reflecting modest improvements in both net profit margin and revenue growth forecasts. Valuation Changes Summary of Valuation Changes for Bakkavor Group The Consensus Analyst Price Target has risen from £1.98 to £2.12.