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

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies10
  • 7D-4.3%
  • 3M-5.4%
  • 1Y13.3%
  • YTD-1.8%

Over the last 7 days, the Food and Staples Retail industry has dropped 4.8%, driven by a pullback from Tesco of 6.9%. In contrast, Marks and Spencer Group has gained 8.2%. This takes the industry's 12 month performance to a gain of 15%. 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
Thu, 15 Jan 2026UK£43.6bUK£122.1bUK£1.7b19.4x26.4x0.4x
Sat, 13 Dec 2025UK£44.1bUK£122.1bUK£1.7b19.7x26.7x0.4x
Mon, 10 Nov 2025UK£48.1bUK£121.7bUK£1.6b18.7x29.4x0.4x
Wed, 08 Oct 2025UK£46.4bUK£120.2bUK£1.9b17.5x24.2x0.4x
Fri, 05 Sep 2025UK£45.1bUK£118.9bUK£2.0b17.1x22.7x0.4x
Sun, 03 Aug 2025UK£44.5bUK£119.0bUK£2.0b19.4x22.5x0.4x
Tue, 01 Jul 2025UK£42.3bUK£118.8bUK£2.0b16.4x21x0.4x
Thu, 29 May 2025UK£42.3bUK£118.8bUK£2.0b16.6x21x0.4x
Sat, 26 Apr 2025UK£40.4bUK£118.4bUK£2.2b15.2x18.1x0.3x
Mon, 24 Mar 2025UK£36.6bUK£117.9bUK£2.3b13.9x16x0.3x
Wed, 19 Feb 2025UK£41.3bUK£119.7bUK£2.4b14.5x17.5x0.3x
Fri, 17 Jan 2025UK£40.0bUK£119.7bUK£2.4b13.5x16.9x0.3x
Sun, 15 Dec 2024UK£42.5bUK£119.7bUK£2.4b15.1x17.9x0.4x
Tue, 12 Nov 2024UK£39.5bUK£119.3bUK£2.3b15x17x0.3x
Thu, 10 Oct 2024UK£43.1bUK£118.9bUK£2.2b16.5x19.2x0.4x
Sat, 07 Sep 2024UK£41.9bUK£118.0bUK£2.1b15.7x19.9x0.4x
Mon, 05 Aug 2024UK£38.7bUK£118.0bUK£2.1b15.3x18.4x0.3x
Wed, 03 Jul 2024UK£43.4bUK£159.0bUK£3.4b12.7x12.8x0.3x
Fri, 31 May 2024UK£45.5bUK£160.0bUK£3.3b14x13.7x0.3x
Sun, 28 Apr 2024UK£36.5bUK£122.8bUK£2.3b13.5x15.8x0.3x
Tue, 26 Mar 2024UK£43.8bUK£151.1bUK£2.7b13.6x16.4x0.3x
Thu, 22 Feb 2024UK£37.1bUK£151.0bUK£2.5b13.2x14.8x0.2x
Sat, 20 Jan 2024UK£44.1bUK£164.8bUK£2.8b12.2x16x0.3x
Mon, 18 Dec 2023UK£44.8bUK£164.0bUK£2.7b12.7x16.3x0.3x
Wed, 15 Nov 2023UK£41.5bUK£163.4bUK£2.7b12.3x15.2x0.3x
Fri, 13 Oct 2023UK£41.2bUK£158.6bUK£2.6b12.5x15.7x0.3x
Sun, 10 Sep 2023UK£42.1bUK£156.9bUK£2.0b15.4x21.4x0.3x
Tue, 08 Aug 2023UK£42.0bUK£156.2bUK£1.8b14.6x22.8x0.3x
Thu, 06 Jul 2023UK£34.8bUK£158.0bUK£1.9b14.1x18.2x0.2x
Sat, 03 Jun 2023UK£38.1bUK£161.7bUK£2.0b11.5x19.1x0.2x
Mon, 01 May 2023UK£39.9bUK£160.5bUK£1.9b12.4x21.3x0.2x
Wed, 29 Mar 2023UK£33.7bUK£157.5bUK£2.6b10.5x13.2x0.2x
Fri, 24 Feb 2023UK£36.6bUK£154.1bUK£2.4b10.9x15.3x0.2x
Sun, 22 Jan 2023UK£35.7bUK£157.3bUK£2.5b10.8x14.6x0.2x
Price to Earnings Ratio

14.6x


Total Market Cap: UK£35.7bTotal Earnings: UK£2.5bTotal Revenue: UK£157.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Food and Staples Retail Industry Price to Earnings3Y Average 18.6x202420252026
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 26.3x which is higher than its 3-year average PE of 18.6x.
  • 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 8.1% 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 Market1.35%
Consumer Staples2.89%
Food and Staples Retail-4.34%
Big Box Super Stores0%0
Food Distributors-0.29%
Food Retail-4.35%
Industry PE
  • Investors are most optimistic about the Food Retail industry which is trading above its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 12.7%, which is higher than its past year's earnings decline of 14.4% per year.
  • Investors are most pessimistic about the Food Distributors industry, which is trading close to its 3-year average of 15.2x.
Forecasted Growth
  • Analysts are most optimistic on the Food Distributors industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 11% 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
MKS Marks and Spencer GroupUK£3.568.2%
+UK£546.5m		5.5%PE362.2x
OCDO Ocado GroupUK£2.791.8%
+UK£39.8m		-11.8%PS1.8x
WINE Naked WinesUK£0.751.1%
+UK£551.6k		58.7%PS0.2x
RFG Roebuck Food GroupUK£0.191.4%
+UK£252.9k		7.1%PS1.7x

Latest News

OCDO
UK£2.79
Ocado Group
7D
1.8%
1Y
-11.8%
MKS
UK£3.56
Marks and Spencer Group
7D
8.2%
1Y
5.5%

Marks and Spencer Group (LON:MKS) Has A Somewhat Strained Balance Sheet

Jan 14
Marks and Spencer Group (LON:MKS) Has A Somewhat Strained Balance Sheet
KITW
UK£2.17
Kitwave Group
7D
-0.5%
1Y
-27.7%
TSCO
UK£4.21
Tesco
7D
-6.9%
1Y
16.8%

TSCO: Higher Risk Assumptions And Stable Margins Will Shape Future Upside

Analysts have trimmed their Tesco fair value estimate slightly to £4.80 from about £4.84. They cite a modest reset in discount rate assumptions alongside steady expectations for revenue growth, profit margins and future P/E levels.
SBRY
UK£3.11
J Sainsbury
7D
-7.6%
1Y
21.0%

J Sainsbury (LON:SBRY) Takes On Some Risk With Its Use Of Debt

Jan 11
J Sainsbury (LON:SBRY) Takes On Some Risk With Its Use Of Debt
RFG
UK£0.19
Roebuck Food Group
7D
1.4%
1Y
7.1%
WINE
UK£0.75
Naked Wines
7D
1.1%
1Y
58.7%
CBOX
UK£2.05
Cake Box Holdings
7D
-0.5%
1Y
12.3%