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U.K. (FTSE) Food and Staples Retail Industry Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies10
  • 7D1.0%
  • 3M11.7%
  • 1Y26.4%
  • YTD12.1%

Over the last 7 days, the Food and Staples Retail industry has remained flat. As for the the longer term, the industry is up 26% over the past 12 months. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

Has the U.K. Food and Staples Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Feb 2026UK£49.7bUK£122.2bUK£1.7b20.5x30.1x0.4x
Mon, 19 Jan 2026UK£43.9bUK£122.1bUK£1.7b19.3x26.6x0.4x
Wed, 17 Dec 2025UK£44.2bUK£122.1bUK£1.7b19.7x26.8x0.4x
Fri, 14 Nov 2025UK£45.9bUK£121.7bUK£1.6b18.2x28x0.4x
Sun, 12 Oct 2025UK£46.5bUK£120.2bUK£1.9b17.7x24.3x0.4x
Tue, 09 Sep 2025UK£45.7bUK£118.9bUK£2.0b17.3x23x0.4x
Thu, 07 Aug 2025UK£44.1bUK£118.9bUK£2.0b16.5x22.2x0.4x
Sat, 05 Jul 2025UK£42.3bUK£118.9bUK£2.0b16.4x21x0.4x
Mon, 02 Jun 2025UK£42.4bUK£118.8bUK£2.0b16.6x21x0.4x
Wed, 30 Apr 2025UK£41.0bUK£118.4bUK£2.2b15.4x18.4x0.3x
Fri, 28 Mar 2025UK£37.3bUK£117.9bUK£2.3b14x16.4x0.3x
Sun, 23 Feb 2025UK£40.8bUK£119.7bUK£2.4b14.5x17.2x0.3x
Tue, 21 Jan 2025UK£40.6bUK£119.7bUK£2.4b13.4x17.1x0.3x
Thu, 19 Dec 2024UK£42.2bUK£119.7bUK£2.4b14.9x17.8x0.4x
Sat, 16 Nov 2024UK£39.4bUK£119.3bUK£2.3b14.8x17x0.3x
Mon, 14 Oct 2024UK£42.0bUK£118.9bUK£2.2b16.5x18.7x0.4x
Wed, 11 Sep 2024UK£42.3bUK£118.0bUK£2.1b15.9x20x0.4x
Fri, 09 Aug 2024UK£38.7bUK£118.0bUK£2.1b14.9x18.4x0.3x
Sun, 07 Jul 2024UK£42.5bUK£155.7bUK£3.0b13.8x14.1x0.3x
Tue, 04 Jun 2024UK£45.6bUK£160.3bUK£3.3b14.1x13.8x0.3x
Thu, 02 May 2024UK£43.2bUK£154.3bUK£3.0b13.8x14.5x0.3x
Sat, 30 Mar 2024UK£44.5bUK£151.2bUK£2.7b14.1x16.7x0.3x
Mon, 26 Feb 2024UK£42.3bUK£150.0bUK£2.5b13x17x0.3x
Wed, 24 Jan 2024UK£39.8bUK£164.6bUK£2.8b12.1x14.4x0.2x
Fri, 22 Dec 2023UK£46.0bUK£163.7bUK£2.7b13.2x16.9x0.3x
Sun, 19 Nov 2023UK£42.1bUK£164.2bUK£2.8b12.4x15.3x0.3x
Tue, 17 Oct 2023UK£39.2bUK£158.6bUK£2.6b12.4x14.9x0.2x
Thu, 14 Sep 2023UK£42.1bUK£157.5bUK£2.0b15.2x21.2x0.3x
Sat, 12 Aug 2023UK£40.5bUK£155.2bUK£1.8b14.4x22.3x0.3x
Mon, 10 Jul 2023UK£38.3bUK£157.6bUK£1.9b13.8x20.2x0.2x
Wed, 07 Jun 2023UK£38.2bUK£161.9bUK£2.0b11.5x19.1x0.2x
Fri, 05 May 2023UK£33.5bUK£130.9bUK£1.8b10.7x18.9x0.3x
Sun, 02 Apr 2023UK£39.6bUK£157.0bUK£2.5b11.1x15.5x0.3x
Tue, 28 Feb 2023UK£34.3bUK£154.5bUK£2.4b10.9x14.3x0.2x
Price to Earnings Ratio

14.3x


Total Market Cap: UK£34.3bTotal Earnings: UK£2.4bTotal Revenue: UK£154.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Food and Staples Retail Industry Price to Earnings3Y Average 19.1x202420252026
Current Industry PE
  • Investors are optimistic on the British Consumer Retailing industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 30.1x which is higher than its 3-year average PE of 19.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.31x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have declined 12% per year over the last three years,
  • Revenues have also declined 7.5% 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 industry?

GB Market2.09%
Consumer Staples0.97%
Food and Staples Retail0.99%
Food Retail1.01%
Big Box Super Stores0%0
Food Distributors-1.32%
Industry PE
  • Investors are most optimistic about the Food Retail industry which is trading above its 3-year average PE ratio of 20.5x.
    • Analysts are expecting annual earnings growth of 12.7%, which is higher than its past year's earnings decline of 14.4% per year.
  • Investors are most pessimistic about the Food Distributors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 15.1x.
Forecasted Growth
  • Analysts are most optimistic on the Food Distributors industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 0.6% per year.
  • In contrast, the Food Retail industry is expected to see its earnings grow by 13% 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
TSCO TescoUK£4.951.2%
+UK£375.0m		32.2%PE20.6x
OCDO Ocado GroupUK£2.355.0%
+UK£92.9m		-24.0%PS1.5x
SBRY J SainsburyUK£3.550.9%
+UK£66.7m		40.6%PE18.4x
RFG Roebuck Food GroupUK£0.281.9%
+UK£505.7k		66.7%PS2.5x

Latest News

MKS
UK£3.97
Marks and Spencer Group
7D
-0.5%
1Y
14.7%

MKS: Refined Fair Value And Tight Price Range Will Shape Return Potential

Narrative Update The updated analyst price target for Marks and Spencer Group shifts to £4.25 from £4.12, with analysts pointing to refined fair value assumptions, a slightly higher discount rate, modestly adjusted revenue growth and margin inputs, and Street price targets clustered around £4.15 to £4.35 as key drivers of the change. Analyst Commentary Recent Street research on Marks and Spencer Group points to a relatively tight range of price targets around £4.15 to £4.35, with some modest adjustments to existing views rather than wholesale changes in sentiment.
OCDO
UK£2.35
Ocado Group
7D
5.0%
1Y
-24.0%

OCDO: Kroger Network Reshaping And Automation Will Support Future Upside Potential

Ocado Group's latest narrative update reflects a revised analyst fair value view that aligns with a lower Street price target of £2.90 per share, as analysts cite adjusted assumptions around revenue growth, discount rates, and future P/E levels. Analyst Commentary Recent research, including the revised £2.90 price target from JPMorgan, highlights a mixed but focused view on Ocado Group, with analysts fine tuning expectations around growth, valuation, and execution risk.
TSCO
UK£4.95
Tesco
7D
1.2%
1Y
32.2%
SBRY
UK£3.55
J Sainsbury
7D
0.9%
1Y
40.6%

SBRY: Future Returns Will Favour Cash As Ratings Stay Constructive

Analysts have trimmed their blended 12 month price target for J Sainsbury slightly to reflect modest tweaks to discount rate and forward P/E assumptions, a shift that aligns with recent Street moves such as JPMorgan cutting its target to £3.45 from £3.50 and Citi to £3.60 from £3.66. Analyst Commentary Street research on J Sainsbury has recently focused on modest adjustments to valuation rather than major changes in the underlying view of the business.
KITW
UK£2.93
Kitwave Group
7D
-1.7%
1Y
1.6%

KITW: Planned Cash Takeover Will Unlock Value Before AIM Delisting

Analysts have trimmed their price target on Kitwave Group from £4.75 to £4.20, citing updated assumptions for revenue growth, profit margins, and future P/E, which feed into a slightly higher discount rate. What's in the News OEP Capital Advisors L.P. agreed to acquire Kitwave Group plc for approximately £250 million, offering £2.95 in cash per share to existing shareholders (Key Developments).
RFG
UK£0.28
Roebuck Food Group
7D
1.9%
1Y
66.7%

Roebuck Food Group plc (LON:RFG) Investors Are Less Pessimistic Than Expected

Jan 28
Roebuck Food Group plc (LON:RFG) Investors Are Less Pessimistic Than Expected
WINE
UK£0.74
Naked Wines
7D
-0.5%
1Y
24.7%
CBOX
UK£1.98
Cake Box Holdings
7D
-1.3%
1Y
-3.7%
VINO
UK£0.59
Virgin Wines UK
7D
-0.8%
1Y
58.7%