Narrative Update • May 01

Over the last 7 days, the Food and Staples Retail industry has risen 4.0%, driven by gains from Tesco of 3.1%. This means that the industry has gained 11% over the past year. As for the next few years, earnings are expected to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | UK£45.3b | UK£126.4b | UK£2.1b | 20.2x | 21.8x | 0.4x |
| Tue, 21 Apr 2026 | UK£48.5b | UK£124.0b | UK£1.9b | 20x | 26.1x | 0.4x |
| Thu, 19 Mar 2026 | UK£47.7b | UK£121.5b | UK£1.6b | 20.2x | 29.9x | 0.4x |
| Sat, 14 Feb 2026 | UK£49.2b | UK£122.2b | UK£1.7b | 20.5x | 29.8x | 0.4x |
| Mon, 12 Jan 2026 | UK£43.1b | UK£122.1b | UK£1.7b | 19.4x | 26.1x | 0.4x |
| Wed, 10 Dec 2025 | UK£43.6b | UK£122.2b | UK£1.6b | 19.7x | 26.5x | 0.4x |
| Fri, 07 Nov 2025 | UK£48.5b | UK£121.7b | UK£1.6b | 18.9x | 29.6x | 0.4x |
| Sun, 05 Oct 2025 | UK£46.4b | UK£120.2b | UK£1.9b | 17.8x | 24.2x | 0.4x |
| Tue, 02 Sep 2025 | UK£44.8b | UK£118.9b | UK£2.0b | 16.8x | 22.5x | 0.4x |
| Thu, 31 Jul 2025 | UK£44.4b | UK£119.0b | UK£2.0b | 18.7x | 22.5x | 0.4x |
| Sat, 28 Jun 2025 | UK£42.3b | UK£118.8b | UK£2.0b | 16.5x | 21x | 0.4x |
| Mon, 26 May 2025 | UK£42.1b | UK£118.8b | UK£2.0b | 17x | 20.8x | 0.4x |
| Wed, 23 Apr 2025 | UK£35.2b | UK£85.6b | UK£1.8b | 15.1x | 19.4x | 0.4x |
| Fri, 21 Mar 2025 | UK£36.5b | UK£117.9b | UK£2.3b | 13.9x | 16x | 0.3x |
| Sun, 16 Feb 2025 | UK£42.8b | UK£119.7b | UK£2.4b | 14.9x | 18.1x | 0.4x |
| Tue, 14 Jan 2025 | UK£39.3b | UK£119.7b | UK£2.4b | 13.3x | 16.6x | 0.3x |
| Thu, 12 Dec 2024 | UK£42.0b | UK£119.7b | UK£2.4b | 15x | 17.7x | 0.4x |
| Sat, 09 Nov 2024 | UK£39.9b | UK£119.3b | UK£2.3b | 14.9x | 17.2x | 0.3x |
| Mon, 07 Oct 2024 | UK£42.5b | UK£118.9b | UK£2.2b | 16.3x | 18.9x | 0.4x |
| Wed, 04 Sep 2024 | UK£41.7b | UK£118.0b | UK£2.1b | 15.5x | 19.7x | 0.4x |
| Fri, 02 Aug 2024 | UK£39.4b | UK£118.0b | UK£2.1b | 15.5x | 18.7x | 0.3x |
| Sun, 30 Jun 2024 | UK£43.2b | UK£160.2b | UK£3.4b | 13.1x | 12.6x | 0.3x |
| Tue, 28 May 2024 | UK£45.6b | UK£160.3b | UK£3.3b | 14.3x | 13.7x | 0.3x |
| Thu, 25 Apr 2024 | UK£42.9b | UK£154.2b | UK£3.0b | 13.2x | 14.5x | 0.3x |
| Sat, 23 Mar 2024 | UK£36.6b | UK£119.0b | UK£2.0b | 12.8x | 18.5x | 0.3x |
| Mon, 19 Feb 2024 | UK£41.8b | UK£151.0b | UK£2.5b | 13.2x | 16.6x | 0.3x |
| Wed, 17 Jan 2024 | UK£40.8b | UK£164.9b | UK£2.8b | 12.6x | 14.8x | 0.2x |
| Fri, 15 Dec 2023 | UK£41.1b | UK£164.3b | UK£2.8b | 12.9x | 14.9x | 0.3x |
| Sun, 12 Nov 2023 | UK£40.8b | UK£163.2b | UK£2.7b | 12x | 15x | 0.3x |
| Tue, 10 Oct 2023 | UK£40.6b | UK£157.9b | UK£2.6b | 12.5x | 15.5x | 0.3x |
| Thu, 07 Sep 2023 | UK£42.2b | UK£157.2b | UK£1.8b | 15.4x | 23.1x | 0.3x |
| Sat, 05 Aug 2023 | UK£38.5b | UK£156.2b | UK£1.8b | 14.6x | 20.9x | 0.2x |
| Mon, 03 Jul 2023 | UK£38.1b | UK£158.3b | UK£1.9b | 14.2x | 19.9x | 0.2x |
| Wed, 31 May 2023 | UK£38.2b | UK£161.8b | UK£2.0b | 11.6x | 19x | 0.2x |
19x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | 2.49% | |
| Consumer Staples | 1.51% | |
| Food and Staples Retail | 4.01% | |
| Food Retail | 4.01% | |
| Drug Retail | 0% | 0 |
| Food Distributors | 0% | 0 |
| Big Box Super Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TSCO Tesco | UK£4.63 | 3.1% +UK£887.9m | 21.2% | PE16.4x | |
| MKS Marks and Spencer Group | UK£3.47 | 8.4% +UK£546.9m | -7.5% | PE27.1x | |
| SBRY J Sainsbury | UK£3.10 | 2.3% +UK£156.4m | 7.6% | PE16.7x | |
| OCDO Ocado Group | UK£2.05 | 9.7% +UK£150.5m | -21.8% | PS1.2x | |
| VUL Vulcan Two Group | UK£2.55 | 8.5% +UK£5.5m | n/a | PB7.2x |