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

UpdatedSep 27, 2025
DataAggregated Company Financials
Companies10
  • 7D1.6%
  • 3M8.4%
  • 1Y10.2%
  • YTD10.4%

Over the last 7 days, the Food and Staples Retail industry has risen 1.6%, driven by gains from Tesco of 1.5%. In the same time, Kitwave Group was down 5.2%. This takes the industry's 12 month performance to a gain of 10%. As for the next few years, earnings are expected to grow by 9.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Sep 2025UK£45.5bUK£118.9bUK£2.0b17.2x22.9x0.4x
Mon, 25 Aug 2025UK£45.2bUK£118.9bUK£2.0b16.8x22.7x0.4x
Wed, 23 Jul 2025UK£44.8bUK£119.0bUK£2.0b19x22.7x0.4x
Fri, 20 Jun 2025UK£42.7bUK£118.8bUK£2.0b16.3x21.1x0.4x
Sun, 18 May 2025UK£40.4bUK£118.4bUK£2.2b15.4x18.1x0.3x
Tue, 15 Apr 2025UK£39.0bUK£118.7bUK£2.0b15.6x19.7x0.3x
Thu, 13 Mar 2025UK£40.3bUK£117.9bUK£2.3b14.5x17.7x0.3x
Sat, 08 Feb 2025UK£42.1bUK£119.7bUK£2.4b13.8x17.8x0.4x
Mon, 06 Jan 2025UK£42.3bUK£119.7bUK£2.4b14.7x17.9x0.4x
Wed, 04 Dec 2024UK£42.0bUK£119.7bUK£2.4b15.2x17.8x0.4x
Fri, 01 Nov 2024UK£40.6bUK£118.9bUK£2.2b15.6x18.1x0.3x
Sun, 29 Sep 2024UK£42.6bUK£118.0bUK£2.1b16.3x20.2x0.4x
Tue, 27 Aug 2024UK£40.5bUK£118.0bUK£2.1b15.4x19.3x0.3x
Thu, 25 Jul 2024UK£39.2bUK£118.0bUK£2.1b15.2x18.6x0.3x
Sat, 22 Jun 2024UK£44.0bUK£158.6bUK£3.4b13.5x13x0.3x
Mon, 20 May 2024UK£45.0bUK£155.5bUK£3.0b14x14.9x0.3x
Wed, 17 Apr 2024UK£43.1bUK£153.5bUK£2.9b13x14.6x0.3x
Fri, 15 Mar 2024UK£35.9bUK£151.5bUK£2.7b12.6x13.4x0.2x
Sun, 11 Feb 2024UK£41.6bUK£151.4bUK£2.5b12.6x16.5x0.3x
Tue, 09 Jan 2024UK£47.7bUK£163.8bUK£2.7b14.1x17.4x0.3x
Thu, 07 Dec 2023UK£43.9bUK£163.3bUK£2.7b12.5x16.1x0.3x
Sat, 04 Nov 2023UK£40.6bUK£162.5bUK£2.7b12.1x15.2x0.3x
Mon, 02 Oct 2023UK£40.6bUK£157.0bUK£2.0b13.4x20.8x0.3x
Wed, 30 Aug 2023UK£38.9bUK£157.7bUK£1.8b14.4x21.1x0.2x
Fri, 28 Jul 2023UK£43.3bUK£158.0bUK£1.9b14.7x23x0.3x
Sun, 25 Jun 2023UK£37.4bUK£160.3bUK£2.0b12.2x19x0.2x
Tue, 23 May 2023UK£38.6bUK£161.5bUK£2.0b12.5x19.6x0.2x
Thu, 20 Apr 2023UK£37.0bUK£159.2bUK£2.2b11.4x16.5x0.2x
Sat, 18 Mar 2023UK£34.2bUK£153.6bUK£2.3b11.9x15x0.2x
Mon, 13 Feb 2023UK£35.9bUK£154.9bUK£2.4b10.9x14.9x0.2x
Wed, 11 Jan 2023UK£35.3bUK£157.0bUK£2.4b10.6x14.4x0.2x
Fri, 09 Dec 2022UK£33.1bUK£160.9bUK£2.5b9.2x13.1x0.2x
Sun, 06 Nov 2022UK£31.3bUK£159.7bUK£2.6b7.4x12.1x0.2x
Tue, 04 Oct 2022UK£27.9bUK£159.2bUK£3.2b7.5x8.8x0.2x
Price to Earnings Ratio

8.8x


Total Market Cap: UK£27.9bTotal Earnings: UK£3.2bTotal Revenue: UK£159.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Food and Staples Retail Industry Price to Earnings3Y Average 17.4x202320242025
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 22.9x which is higher than its 3-year average PE of 17.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.29x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have declined 15% per year over the last three years,
  • Revenues have also declined 9.3% 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 industry?

GB Market0.86%
Consumer Staples-1.77%
Food and Staples Retail1.55%
Food Retail1.58%
Big Box Super Stores0%0
Food Distributors-4.74%
Industry PE
  • Investors are most optimistic about the Food Retail industry which is trading above its 3-year average PE ratio of 18.9x.
    • Analysts are expecting annual earnings growth of 8.9%, which is lower than the prior year's growth of 37.0% per year.
  • Investors are most pessimistic about the Food Distributors industry, which is trading below its 3-year average of 18.3x.
Forecasted Growth
  • Analysts are most optimistic on the Food Distributors industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Food 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
TSCO TescoUK£4.411.5%
+UK£427.8m		22.4%PE17.9x
SBRY J SainsburyUK£3.302.0%
+UK£144.2m		10.2%PE17.7x
OCDO Ocado GroupUK£2.314.3%
+UK£79.4m		-39.8%PS1.5x
MKS Marks and Spencer GroupUK£3.570.7%
+UK£52.4m		-5.1%PE24.3x
WINE Naked WinesUK£0.816.6%
+UK£3.6m		53.1%PS0.2x

Latest News

MKS
UK£3.57
Marks and Spencer Group
7D
0.7%
1Y
-5.1%

Here's Why Marks and Spencer Group (LON:MKS) Can Manage Its Debt Responsibly

Sep 24
Here's Why Marks and Spencer Group (LON:MKS) Can Manage Its Debt Responsibly
WINE
UK£0.81
Naked Wines
7D
6.6%
1Y
53.1%
OCDO
UK£2.31
Ocado Group
7D
4.3%
1Y
-39.8%

Automated Fulfilment Will Offer Upside Amid Margin Risks

Ocado Group’s fair value has been revised downward to £3.14, reflecting analyst concerns over sustained cash burn, slower-than-expected international deal flow, rising competition, delayed profitability, and continued weakness in UK retail. Analyst Commentary Bearish analysts are concerned about persistent cash burn and negative free cash flow, impacting Ocado's ability to self-fund growth.
TSCO
UK£4.41
Tesco
7D
1.5%
1Y
22.4%

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.
SBRY
UK£3.30
J Sainsbury
7D
2.0%
1Y
10.2%
VINO
UK£0.48
Virgin Wines UK
7D
-7.6%
1Y
21.3%

Revenues Tell The Story For Virgin Wines UK PLC (LON:VINO) As Its Stock Soars 26%

Aug 14
Revenues Tell The Story For Virgin Wines UK PLC (LON:VINO) As Its Stock Soars 26%
KITW
UK£2.19
Kitwave Group
7D
-5.2%
1Y
-37.1%