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

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies10
  • 7D5.9%
  • 3M-2.6%
  • 1Y14.2%
  • YTD4.5%

Over the last 7 days, the Food and Staples Retail industry has risen 5.9%, driven by gains from Tesco of 6.3%. In the last 12 months, the industry was up 14%. As for the next few years, earnings are expected to grow by 13% 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, 07 Feb 2026UK£46.4bUK£122.2bUK£1.7b19.7x28.1x0.4x
Mon, 05 Jan 2026UK£44.4bUK£122.1bUK£1.7b19.9x26.9x0.4x
Wed, 03 Dec 2025UK£45.2bUK£122.2bUK£1.6b19.3x27.5x0.4x
Fri, 31 Oct 2025UK£48.0bUK£120.2bUK£1.9b19.1x25.1x0.4x
Sun, 28 Sep 2025UK£45.5bUK£118.9bUK£2.0b17.2x22.9x0.4x
Tue, 26 Aug 2025UK£45.2bUK£118.9bUK£2.0b16.8x22.7x0.4x
Thu, 24 Jul 2025UK£45.0bUK£118.9bUK£2.0b19x22.3x0.4x
Sat, 21 Jun 2025UK£42.6bUK£118.8bUK£2.0b16.3x21.1x0.4x
Mon, 19 May 2025UK£40.4bUK£118.4bUK£2.2b15.4x18.1x0.3x
Wed, 16 Apr 2025UK£40.0bUK£118.7bUK£2.0b15.8x20.2x0.3x
Fri, 14 Mar 2025UK£40.1bUK£117.9bUK£2.3b14.5x17.6x0.3x
Sun, 09 Feb 2025UK£42.1bUK£119.7bUK£2.4b13.8x17.8x0.4x
Tue, 07 Jan 2025UK£42.1bUK£119.7bUK£2.4b14.8x17.8x0.4x
Thu, 05 Dec 2024UK£42.2bUK£119.7bUK£2.4b15.1x17.9x0.4x
Sat, 02 Nov 2024UK£40.7bUK£118.9bUK£2.2b15.6x18.1x0.3x
Mon, 30 Sep 2024UK£42.6bUK£118.0bUK£2.1b16.3x20.2x0.4x
Wed, 28 Aug 2024UK£40.7bUK£118.0bUK£2.1b15.4x19.3x0.3x
Fri, 26 Jul 2024UK£39.0bUK£118.0bUK£2.1b15.2x18.6x0.3x
Sun, 23 Jun 2024UK£44.0bUK£158.6bUK£3.4b13.5x13x0.3x
Tue, 21 May 2024UK£44.9bUK£155.5bUK£3.0b14x14.9x0.3x
Thu, 18 Apr 2024UK£35.9bUK£153.4bUK£2.9b12.8x12.2x0.2x
Sat, 16 Mar 2024UK£36.6bUK£119.0bUK£2.0b12.6x18.5x0.3x
Mon, 12 Feb 2024UK£41.6bUK£151.4bUK£2.5b12.6x16.5x0.3x
Wed, 10 Jan 2024UK£42.4bUK£164.2bUK£2.7b13.9x15.5x0.3x
Fri, 08 Dec 2023UK£44.0bUK£163.1bUK£2.7b12.5x16.2x0.3x
Sun, 05 Nov 2023UK£40.6bUK£162.6bUK£2.7b12.1x15.2x0.3x
Tue, 03 Oct 2023UK£40.6bUK£157.0bUK£2.0b13.2x20.8x0.3x
Thu, 31 Aug 2023UK£39.1bUK£157.4bUK£1.8b14.5x21.3x0.2x
Sat, 29 Jul 2023UK£43.4bUK£157.6bUK£1.9b14.5x23.1x0.3x
Mon, 26 Jun 2023UK£37.4bUK£160.3bUK£2.0b12.2x19x0.2x
Wed, 24 May 2023UK£38.6bUK£161.5bUK£2.0b12.5x19.7x0.2x
Fri, 21 Apr 2023UK£39.2bUK£158.9bUK£2.2b11.4x17.5x0.2x
Sun, 19 Mar 2023UK£36.0bUK£157.2bUK£2.6b11.9x14.1x0.2x
Tue, 14 Feb 2023UK£33.2bUK£155.0bUK£2.4b11x13.8x0.2x
Price to Earnings Ratio

13.8x


Total Market Cap: UK£33.2bTotal Earnings: UK£2.4bTotal Revenue: UK£155.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Food and Staples Retail Industry Price to Earnings3Y Average 18.9x202420252026
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 28.1x which is higher than its 3-year average PE of 18.9x.
  • 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 7.6% 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 Market1.12%
Consumer Staples5.21%
Food and Staples Retail5.89%
Food Retail5.93%
Food Distributors1.02%
Big Box Super Stores0%0
Industry PE
  • Investors are most optimistic about the Food Retail industry which is trading above its 3-year average PE ratio of 20.4x.
    • Analysts are expecting annual earnings growth of 12.9%, 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£4.526.3%
+UK£1.7b		16.7%PE18.8x
MKS Marks and Spencer GroupUK£3.865.5%
+UK£409.6m		11.1%PE393.5x
SBRY J SainsburyUK£3.364.9%
+UK£342.9m		27.9%PE17.4x
OCDO Ocado GroupUK£2.326.1%
+UK£110.4m		-29.4%PS1.5x
WINE Naked WinesUK£0.755.6%
+UK£2.8m		45.1%PS0.2x

Latest News

SBRY
UK£3.36
J Sainsbury
7D
4.9%
1Y
27.9%

Is J Sainsbury plc (LON:SBRY) Trading At A 45% Discount?

Feb 05
Is J Sainsbury plc (LON:SBRY) Trading At A 45% Discount?
OCDO
UK£2.32
Ocado Group
7D
6.1%
1Y
-29.4%

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

Analysts have trimmed their fair value estimate for Ocado Group, lowering the price target to £2.90 from £3.56, citing recent Street research and updated expectations for growth, profitability, and future P/E levels. Analyst Commentary Bullish and bearish analysts are reacting differently to the trimmed £2.90 fair value, and that gap in views can help you frame your own expectations around Ocado Group.
TSCO
UK£4.52
Tesco
7D
6.3%
1Y
16.7%

Risks To Shareholder Returns Are Elevated At These Prices For Tesco PLC (LON:TSCO)

Feb 03
Risks To Shareholder Returns Are Elevated At These Prices For Tesco PLC (LON:TSCO)
RFG
UK£0.26
Roebuck Food Group
7D
6.3%
1Y
45.7%

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
KITW
UK£2.97
Kitwave Group
7D
0.3%
1Y
3.7%

KITW: Forthcoming Takeover And Delisting Will Unlock Shareholder Value

Analysts have reduced their price target for Kitwave Group from £3.63 to about £3.26, reflecting updated assumptions around revenue growth, profit margins and forward P/E expectations. What's in the News OEP Capital Advisors L.P. agreed to acquire Kitwave Group plc in an all cash deal valued at £251m, with shareholders set to receive £2.95 per share, subject to board, shareholder and court approvals.
MKS
UK£3.86
Marks and Spencer Group
7D
5.5%
1Y
11.1%
WINE
UK£0.75
Naked Wines
7D
5.6%
1Y
45.1%
VINO
UK£0.60
Virgin Wines UK
7D
-2.4%
1Y
84.6%