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

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies9
  • 7D1.6%
  • 3M3.3%
  • 1Y27.9%
  • YTD6.1%

In the last week, the Food and Staples Retail industry is up 1.6%, with Tesco up 1.5%. This takes the industry's 12 month performance to a gain of 28%. Earnings are forecast to grow by 15% annually.

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 Apr 2026UK£46.9bUK£121.5bUK£1.6b20x29.4x0.4x
Fri, 06 Mar 2026UK£47.3bUK£122.3bUK£1.6b20x29.3x0.4x
Sun, 01 Feb 2026UK£43.8bUK£122.2bUK£1.7b19.2x26.5x0.4x
Tue, 30 Dec 2025UK£44.1bUK£122.1bUK£1.7b19.9x26.8x0.4x
Thu, 27 Nov 2025UK£45.3bUK£122.1bUK£1.7b18.1x27.5x0.4x
Sat, 25 Oct 2025UK£47.9bUK£120.2bUK£1.9b18.9x25x0.4x
Mon, 22 Sep 2025UK£44.8bUK£118.9bUK£2.0b17.5x22.5x0.4x
Wed, 20 Aug 2025UK£44.8bUK£118.9bUK£2.0b16.7x22.5x0.4x
Fri, 18 Jul 2025UK£43.0bUK£118.9bUK£2.0b17.7x21.3x0.4x
Sun, 15 Jun 2025UK£42.8bUK£118.8bUK£2.0b16.2x21.2x0.4x
Tue, 13 May 2025UK£40.4bUK£118.4bUK£2.2b15.3x18.1x0.3x
Thu, 10 Apr 2025UK£37.9bUK£117.9bUK£2.3b14.4x16.6x0.3x
Sat, 08 Mar 2025UK£41.2bUK£117.9bUK£2.3b15x18.1x0.3x
Mon, 03 Feb 2025UK£40.5bUK£119.7bUK£2.4b13.3x17.1x0.3x
Wed, 01 Jan 2025UK£41.5bUK£119.7bUK£2.4b14.7x17.5x0.3x
Fri, 29 Nov 2024UK£41.4bUK£119.7bUK£2.4b14.9x17.5x0.3x
Sun, 27 Oct 2024UK£41.3bUK£118.9bUK£2.2b15.4x18.4x0.3x
Tue, 24 Sep 2024UK£42.1bUK£118.0bUK£2.1b16x19.9x0.4x
Thu, 22 Aug 2024UK£39.5bUK£118.0bUK£2.1b15.2x18.8x0.3x
Sat, 20 Jul 2024UK£38.5bUK£118.0bUK£2.1b15.2x18.3x0.3x
Mon, 17 Jun 2024UK£44.4bUK£160.7bUK£3.3b13.5x13.3x0.3x
Wed, 15 May 2024UK£45.1bUK£155.3bUK£3.0b14x15x0.3x
Fri, 12 Apr 2024UK£36.3bUK£154.0bUK£3.0b13.2x12.3x0.2x
Sun, 10 Mar 2024UK£42.8bUK£151.7bUK£2.7b12.3x16x0.3x
Tue, 06 Feb 2024UK£42.7bUK£151.3bUK£2.5b11.9x16.9x0.3x
Thu, 04 Jan 2024UK£46.9bUK£163.7bUK£2.7b13.8x17.2x0.3x
Sat, 02 Dec 2023UK£38.9bUK£164.0bUK£2.8b12.4x14.1x0.2x
Mon, 30 Oct 2023UK£39.3bUK£161.3bUK£2.8b11.6x14.1x0.2x
Wed, 27 Sep 2023UK£41.8bUK£157.4bUK£2.0b14x21.3x0.3x
Fri, 25 Aug 2023UK£41.1bUK£158.0bUK£1.8b14.3x22.3x0.3x
Sun, 23 Jul 2023UK£40.4bUK£158.2bUK£1.9b15.2x21.3x0.3x
Tue, 20 Jun 2023UK£34.9bUK£160.4bUK£2.0b12.6x17.7x0.2x
Thu, 18 May 2023UK£38.9bUK£161.3bUK£2.0b12.4x19.9x0.2x
Sat, 15 Apr 2023UK£38.7bUK£158.6bUK£2.2b11.4x17.4x0.2x
Price to Earnings Ratio

17.4x


Total Market Cap: UK£38.7bTotal Earnings: UK£2.2bTotal Revenue: UK£158.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Food and Staples Retail Industry Price to Earnings3Y Average 19.7x202420252026
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 29.4x which is higher than its 3-year average PE of 19.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.32x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have declined 11% per year over the last three years,
  • Revenues have also declined 8.5% 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 Market1.65%
Consumer Staples0.71%
Food and Staples Retail1.56%
Food Retail1.56%
Food Distributors0%0
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 21.1x.
    • Analysts are expecting annual earnings growth of 14.7%, which is higher than its past year's earnings decline of 19.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food Retail industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 19% per year.
  • In contrast, the Food Retail industry is expected to see its earnings grow by 15% 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£4.801.5%
+UK£464.0m		42.4%PE20x
SBRY J SainsburyUK£3.451.8%
+UK£141.5m		45.9%PE17.9x
OCDO Ocado GroupUK£1.894.7%
+UK£70.8m		-33.2%PS1.1x
MKS Marks and Spencer GroupUK£3.420.7%
+UK£53.5m		-7.1%PE349.5x
VINO Virgin Wines UKUK£0.491.0%
+UK£237.9k		13.3%PE157x

Latest News

OCDO
UK£1.89
Ocado Group
7D
4.7%
1Y
-33.2%

OCDO: Higher Future P/E Multiple Will Support Renewed Upside Potential

Analysts have updated their price target for Ocado Group to reflect revised assumptions on discount rate, revenue growth, profit margin and future P/E. The new target remains at £2.68, unchanged from the prior £2.68, indicating a stable view of fair value despite the refreshed inputs.
VINO
UK£0.49
Virgin Wines UK
7D
1.0%
1Y
13.3%
SBRY
UK£3.45
J Sainsbury
7D
1.8%
1Y
45.9%

SBRY: Future Returns Will Hinge On Tight P/E As Views Stay Balanced

The analyst price target for J Sainsbury has been raised to £3.52 from £3.49, with analysts citing updated assumptions on fair value, revenue growth and future P/E to support the change. Analyst Commentary Recent research updates show analysts fine tuning their outlook on J Sainsbury, with modest price target changes tied to revised fair value work, assumptions on revenue progression and expectations for the shares P/E multiple.
TSCO
UK£4.80
Tesco
7D
1.5%
1Y
42.4%

TSCO: Execution On Margins And P E Assumptions Will Guide Future Returns

Tesco's analyst price target has been adjusted to £4.86 from £4.81. Analysts cite updated fair value estimates, a slightly higher assumed P/E multiple, and refined views on revenue growth and profit margin as drivers of the change.
MKS
UK£3.42
Marks and Spencer Group
7D
0.7%
1Y
-7.1%

MKS: Refined Cash Flow Assumptions Will Support Future Upside From Tight Range

Analysts have nudged their fair value assumptions only slightly while trimming the average price target on Marks and Spencer Group to around £4.35 to £4.15, reflecting small tweaks to discount rate, revenue growth and profit margin assumptions in recent Citi and Berenberg research. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent price targets in the £4.15 to £4.35 range still sit meaningfully above current fair value assumptions, which they see as compatible with an appealing risk reward profile.
WINE
UK£0.72
Naked Wines
7D
-3.7%
1Y
-8.4%