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

UpdatedJul 08, 2026
DataAggregated Company Financials
Companies10
  • 7D2.9%
  • 3M-2.2%
  • 1Y15.1%
  • YTD5.9%

The Food and Staples Retail industry has stayed flat over the last week. As for the the longer term, the industry is up 12% over the past 12 months. As for the next few years, earnings are expected to grow by 10% 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
Wed, 08 Jul 2026UK£46.6bUK£126.4bUK£2.1b18.1x22.4x0.4x
Fri, 05 Jun 2026UK£44.6bUK£126.4bUK£2.1b20.2x21.5x0.4x
Sun, 03 May 2026UK£46.5bUK£124.4bUK£1.8b20.2x25.3x0.4x
Tue, 31 Mar 2026UK£45.6bUK£121.5bUK£1.6b20x28.5x0.4x
Thu, 26 Feb 2026UK£49.9bUK£122.2bUK£1.7b20.6x30.2x0.4x
Sat, 24 Jan 2026UK£43.0bUK£122.2bUK£1.7b18.8x26x0.4x
Mon, 22 Dec 2025UK£44.4bUK£122.1bUK£1.7b19.6x26.9x0.4x
Wed, 19 Nov 2025UK£44.3bUK£122.1bUK£1.7b17.6x26.8x0.4x
Fri, 17 Oct 2025UK£46.7bUK£120.2bUK£1.9b17.9x24.3x0.4x
Sun, 14 Sep 2025UK£44.6bUK£118.9bUK£2.0b17.1x22.4x0.4x
Tue, 12 Aug 2025UK£43.9bUK£118.9bUK£2.0b16.3x22x0.4x
Thu, 10 Jul 2025UK£41.8bUK£118.9bUK£2.0b16.2x20.7x0.4x
Sat, 07 Jun 2025UK£42.1bUK£118.8bUK£2.0b16.5x20.8x0.4x
Mon, 05 May 2025UK£41.2bUK£118.4bUK£2.2b15.4x18.5x0.3x
Wed, 02 Apr 2025UK£37.3bUK£117.9bUK£2.3b14.4x16.4x0.3x
Fri, 28 Feb 2025UK£41.2bUK£117.9bUK£2.3b14.4x18x0.3x
Sun, 26 Jan 2025UK£39.3bUK£119.7bUK£2.4b12.9x16.6x0.3x
Tue, 24 Dec 2024UK£41.3bUK£119.7bUK£2.4b14.7x17.5x0.3x
Thu, 21 Nov 2024UK£39.4bUK£119.3bUK£2.3b14.5x16.9x0.3x
Sat, 19 Oct 2024UK£42.4bUK£118.9bUK£2.2b16.8x18.8x0.4x
Mon, 16 Sep 2024UK£41.7bUK£118.0bUK£2.1b15.5x19.7x0.4x
Wed, 14 Aug 2024UK£39.0bUK£118.0bUK£2.1b14.9x18.6x0.3x
Fri, 12 Jul 2024UK£43.4bUK£155.9bUK£3.0b14.2x14.3x0.3x
Sun, 09 Jun 2024UK£44.8bUK£160.9bUK£3.4b13.9x13.4x0.3x
Tue, 07 May 2024UK£43.3bUK£155.3bUK£3.0b13.7x14.4x0.3x
Thu, 04 Apr 2024UK£43.4bUK£151.2bUK£2.7b13.9x16.2x0.3x
Sat, 02 Mar 2024UK£40.6bUK£151.3bUK£2.5b11.4x16.1x0.3x
Mon, 29 Jan 2024UK£44.1bUK£164.3bUK£2.8b12.5x16x0.3x
Wed, 27 Dec 2023UK£45.8bUK£163.3bUK£2.7b13.2x16.8x0.3x
Fri, 24 Nov 2023UK£42.3bUK£164.8bUK£2.8b12.1x15.3x0.3x
Sun, 22 Oct 2023UK£39.3bUK£159.2bUK£2.7b11.9x14.8x0.2x
Tue, 19 Sep 2023UK£42.9bUK£157.3bUK£2.0b15x21.7x0.3x
Thu, 17 Aug 2023UK£41.8bUK£156.5bUK£1.8b14.4x22.7x0.3x
Sat, 15 Jul 2023UK£35.9bUK£158.0bUK£1.9b13.5x18.8x0.2x
Price to Earnings Ratio

18.8x


Total Market Cap: UK£35.9bTotal Earnings: UK£1.9bTotal Revenue: UK£158.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Food and Staples Retail Industry Price to Earnings3Y Average 20.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the British Consumer Retailing industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.33x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 2.9% per year over the last three years.
  • Meanwhile revenues for these companies have declined 7.2% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Staples industry?

GB Market1.55%
Consumer Staples1.84%
Food and Staples Retail2.86%
Food Retail2.87%
Drug Retail0%0
Food Distributors0%0
Big Box Super Stores0%0
Industry PE
  • Investors are most optimistic about the Food Retail industry, which is trading close to its 3-year average PE ratio of 21.2x.
    • Analysts are expecting annual earnings growth of 10.4%, which is higher than its past year's earnings decline of 1.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food Retail industry, expecting annual earnings growth of 10% over the next 5 years.
  • This is better than its past earnings decline of 1.6% per year.
  • In contrast, the Food Retail industry is expected to see its earnings grow by 10% 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£4.702.5%
+UK£709.7m		17.5%PE16.5x
SBRY J SainsburyUK£3.375.4%
+UK£386.9m		19.4%PE18.1x
MKS Marks and Spencer GroupUK£3.833.0%
+UK£226.0m		14.0%PE30.3x
CBOX Cake Box HoldingsUK£2.055.1%
+UK£4.4m		14.5%PE17.3x
WINE Naked WinesUK£0.711.4%
+UK£671.2k		-4.1%PS0.2x

Latest News

OCDO
UK£1.76
Ocado Group
7D
-2.0%
1Y
-24.8%
SBRY
UK£3.37
J Sainsbury
7D
5.4%
1Y
19.4%
CBOX
UK£2.05
Cake Box Holdings
7D
5.1%
1Y
14.5%
WINE
UK£0.71
Naked Wines
7D
1.4%
1Y
-4.1%
MKS
UK£3.83
Marks and Spencer Group
7D
3.0%
1Y
14.0%
Narrative Update • Jun 25

MKS: Ecosystem War Positioning And Execution Will Drive Future Upside

The analyst price target for Marks and Spencer Group has been adjusted to align with a blended view of recent Street research, which includes a reduced target of £3.90 and new initiations around £4.39 to £4.40. Analysts are balancing a slightly higher implied future P/E with modest tweaks to discount rate, revenue growth and profit margin assumptions.
TSCO
UK£4.70
Tesco
7D
2.5%
1Y
17.5%
Narrative Update • Jun 17

TSCO: Ecosystem Strength And Buyback Programme Will Support Future Share Price Upside

Tesco’s analyst price target is nudged higher to £5.16, with analysts pointing to a refined discount rate, steady revenue growth assumptions, and only marginal adjustments to profit margin and future P/E inputs. Analyst Commentary Recent commentary on Tesco gives you a mixed but generally constructive picture, with several firms refining their view on how the company competes in a UK grocery market that analysts describe as shifting toward an ecosystem model rather than a simple price fight.