Narrative Update • Aug 05

Over the last 7 days, the Food and Staples Retail industry has dropped 1.2%, driven by a pullback from Tesco of 0.9%. Over the past 12 months, the industry was up 4.7%. As for the next few years, earnings are expected to grow by 10% per annum.
Has the U.K. Food and Staples Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 22 Aug 2026 | UK£45.1b | UK£126.7b | UK£2.2b | 17.6x | 20.4x | 0.4x |
| Mon, 20 Jul 2026 | UK£47.6b | UK£126.7b | UK£2.2b | 19.1x | 21.5x | 0.4x |
| Wed, 17 Jun 2026 | UK£45.6b | UK£126.4b | UK£2.1b | 20.5x | 22x | 0.4x |
| Fri, 15 May 2026 | UK£43.7b | UK£124.4b | UK£1.8b | 20.2x | 23.7x | 0.4x |
| Sun, 12 Apr 2026 | UK£47.9b | UK£121.5b | UK£1.6b | 20.2x | 30x | 0.4x |
| Tue, 10 Mar 2026 | UK£46.3b | UK£122.3b | UK£1.6b | 19.8x | 28.7x | 0.4x |
| Thu, 05 Feb 2026 | UK£46.4b | UK£122.2b | UK£1.7b | 20x | 28.1x | 0.4x |
| Sat, 03 Jan 2026 | UK£44.4b | UK£122.1b | UK£1.7b | 19.9x | 26.9x | 0.4x |
| Mon, 01 Dec 2025 | UK£45.1b | UK£122.2b | UK£1.6b | 19.2x | 27.4x | 0.4x |
| Wed, 29 Oct 2025 | UK£47.9b | UK£120.2b | UK£1.9b | 19x | 25x | 0.4x |
| Fri, 26 Sep 2025 | UK£44.9b | UK£118.9b | UK£2.0b | 17.2x | 22.6x | 0.4x |
| Sun, 24 Aug 2025 | UK£45.2b | UK£118.9b | UK£2.0b | 16.8x | 22.7x | 0.4x |
| Tue, 22 Jul 2025 | UK£43.6b | UK£119.0b | UK£2.0b | 18.5x | 22.1x | 0.4x |
| Thu, 19 Jun 2025 | UK£42.7b | UK£118.8b | UK£2.0b | 16.6x | 21.1x | 0.4x |
| Sat, 17 May 2025 | UK£40.4b | UK£118.4b | UK£2.2b | 15.4x | 18.1x | 0.3x |
| Mon, 14 Apr 2025 | UK£37.7b | UK£118.7b | UK£2.0b | 15.3x | 19x | 0.3x |
| Wed, 12 Mar 2025 | UK£40.4b | UK£117.9b | UK£2.3b | 14.8x | 17.7x | 0.3x |
| Fri, 07 Feb 2025 | UK£42.2b | UK£119.7b | UK£2.4b | 13.9x | 17.8x | 0.4x |
| Sun, 05 Jan 2025 | UK£42.3b | UK£119.7b | UK£2.4b | 14.7x | 17.9x | 0.4x |
| Tue, 03 Dec 2024 | UK£41.4b | UK£119.7b | UK£2.4b | 15x | 17.5x | 0.3x |
| Thu, 31 Oct 2024 | UK£40.6b | UK£118.9b | UK£2.2b | 15.6x | 18.1x | 0.3x |
| Sat, 28 Sep 2024 | UK£42.6b | UK£118.0b | UK£2.1b | 16.3x | 20.2x | 0.4x |
| Mon, 26 Aug 2024 | UK£40.5b | UK£118.0b | UK£2.1b | 15.4x | 19.3x | 0.3x |
| Wed, 24 Jul 2024 | UK£39.2b | UK£118.0b | UK£2.1b | 15.2x | 18.6x | 0.3x |
| Fri, 21 Jun 2024 | UK£44.2b | UK£159.9b | UK£3.4b | 13.7x | 12.9x | 0.3x |
| Sun, 19 May 2024 | UK£45.0b | UK£155.5b | UK£3.0b | 14x | 14.9x | 0.3x |
| Tue, 16 Apr 2024 | UK£36.4b | UK£153.7b | UK£2.9b | 13x | 12.4x | 0.2x |
| Thu, 14 Mar 2024 | UK£36.9b | UK£151.6b | UK£2.7b | 12.5x | 13.8x | 0.2x |
| Sat, 10 Feb 2024 | UK£41.6b | UK£151.4b | UK£2.5b | 12.6x | 16.5x | 0.3x |
| Mon, 08 Jan 2024 | UK£47.2b | UK£163.8b | UK£2.7b | 13.8x | 17.3x | 0.3x |
| Wed, 06 Dec 2023 | UK£43.4b | UK£163.5b | UK£2.7b | 12.3x | 15.9x | 0.3x |
| Fri, 03 Nov 2023 | UK£40.2b | UK£162.3b | UK£2.7b | 12.1x | 15x | 0.2x |
| Sun, 01 Oct 2023 | UK£40.6b | UK£157.0b | UK£2.0b | 13.4x | 20.8x | 0.3x |
| Tue, 29 Aug 2023 | UK£41.5b | UK£158.0b | UK£1.8b | 14x | 22.5x | 0.3x |
22.5x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | 0.70% | |
| Consumer Staples | -0.56% | |
| Food and Staples Retail | -1.19% | |
| Drug Retail | 0% | 0 |
| Food Distributors | 0% | 0 |
| Big Box Super Stores | 0% | 0 |
| Food Retail | -1.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VUL Vulcan Two Group | UK£2.21 | 2.8% +UK£1.6m | n/a | PB6.2x |