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

UpdatedDec 23, 2025
DataAggregated Company Financials
Companies10
  • 7D0.1%
  • 3M-0.9%
  • 1Y10.3%
  • YTD8.1%

Last week, the Food and Staples Retail industry hasn't moved much but Ocado Group is up 5.5% in that time. The past year has been better, since the industry has gained 10% in that time. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the U.K. Food and Staples Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Dec 2025UK£44.1bUK£122.1bUK£1.7b19.7x26.7x0.4x
Thu, 20 Nov 2025UK£44.1bUK£122.1bUK£1.7b17.6x26.8x0.4x
Sat, 18 Oct 2025UK£46.7bUK£120.2bUK£1.9b17.5x24.4x0.4x
Mon, 15 Sep 2025UK£44.6bUK£118.9bUK£2.0b17.1x22.4x0.4x
Wed, 13 Aug 2025UK£43.9bUK£118.9bUK£2.0b16.4x22.1x0.4x
Fri, 11 Jul 2025UK£41.7bUK£118.9bUK£2.0b16.2x20.7x0.4x
Sun, 08 Jun 2025UK£42.1bUK£118.8bUK£2.0b16.5x20.8x0.4x
Tue, 06 May 2025UK£41.2bUK£118.4bUK£2.2b15.4x18.5x0.3x
Thu, 03 Apr 2025UK£37.8bUK£117.9bUK£2.3b14.6x16.5x0.3x
Sat, 01 Mar 2025UK£41.2bUK£117.9bUK£2.3b14.9x18x0.3x
Mon, 27 Jan 2025UK£39.3bUK£119.7bUK£2.4b12.9x16.6x0.3x
Wed, 25 Dec 2024UK£41.7bUK£119.7bUK£2.4b14.8x17.6x0.3x
Fri, 22 Nov 2024UK£39.7bUK£119.3bUK£2.3b14.7x17.1x0.3x
Sun, 20 Oct 2024UK£42.4bUK£118.9bUK£2.2b16.8x18.8x0.4x
Tue, 17 Sep 2024UK£42.5bUK£118.0bUK£2.1b15.7x20.1x0.4x
Thu, 15 Aug 2024UK£39.7bUK£118.0bUK£2.1b15x18.9x0.3x
Sat, 13 Jul 2024UK£43.8bUK£155.8bUK£3.0b14.5x14.5x0.3x
Mon, 10 Jun 2024UK£44.8bUK£160.9bUK£3.4b13.9x13.4x0.3x
Wed, 08 May 2024UK£43.8bUK£155.3bUK£3.0b13.6x14.6x0.3x
Fri, 05 Apr 2024UK£43.2bUK£151.3bUK£2.7b13.8x16.1x0.3x
Sun, 03 Mar 2024UK£41.6bUK£151.2bUK£2.5b11.7x16.5x0.3x
Tue, 30 Jan 2024UK£43.9bUK£164.3bUK£2.8b12.4x16x0.3x
Thu, 28 Dec 2023UK£46.2bUK£163.4bUK£2.7b13.3x17x0.3x
Sat, 25 Nov 2023UK£42.8bUK£164.6bUK£2.8b12.1x15.4x0.3x
Mon, 23 Oct 2023UK£39.3bUK£159.2bUK£2.7b11.9x14.8x0.2x
Wed, 20 Sep 2023UK£43.2bUK£157.3bUK£2.0b14.5x22x0.3x
Fri, 18 Aug 2023UK£41.0bUK£156.9bUK£1.9b14.1x22.1x0.3x
Sun, 16 Jul 2023UK£38.4bUK£158.0bUK£1.9b13.5x20.1x0.2x
Tue, 13 Jun 2023UK£32.0bUK£129.1bUK£1.8b10.4x18.1x0.2x
Thu, 11 May 2023UK£33.2bUK£131.2bUK£1.8b10.6x18.6x0.3x
Sat, 08 Apr 2023UK£38.9bUK£156.9bUK£2.4b10.8x15.9x0.2x
Mon, 06 Mar 2023UK£33.8bUK£154.4bUK£2.3b10.6x14.7x0.2x
Wed, 01 Feb 2023UK£35.0bUK£156.7bUK£2.4b11.1x14.3x0.2x
Fri, 30 Dec 2022UK£32.3bUK£155.3bUK£2.4b9.3x13.4x0.2x
Price to Earnings Ratio

13.4x


Total Market Cap: UK£32.3bTotal Earnings: UK£2.4bTotal Revenue: UK£155.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Food and Staples Retail Industry Price to Earnings3Y Average 18.4x202320242025
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 26.7x which is higher than its 3-year average PE of 18.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.30x.
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 7.7% 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 Market1.27%
Consumer Staples-0.61%
Food and Staples Retail0.14%
Food Distributors3.41%
Food Retail0.13%
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 19.9x.
    • Analysts are expecting annual earnings growth of 12.4%, 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 15.3x.
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 12% 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
OCDO Ocado GroupUK£2.423.0%
+UK£58.0m		-22.6%PS1.5x
SBRY J SainsburyUK£3.230.4%
+UK£31.3m		18.8%PE16.8x
KITW Kitwave GroupUK£2.205.8%
+UK£10.0m		-30.2%PE11.7x
WINE Naked WinesUK£0.727.5%
+UK£3.6m		46.0%PS0.2x
VINO Virgin Wines UKUK£0.587.4%
+UK£2.0m		75.0%PE22.4x

Latest News

OCDO
UK£2.42
Ocado Group
7D
3.0%
1Y
-22.6%

OCDO: Automation Progress And Kroger Network Changes Will Shape Future Upside Potential

Analysts have trimmed their price target on Ocado Group to 290 GBp from 356 GBp, reflecting marginally lower revenue growth assumptions and a slightly reduced fair value and future P E multiple, despite a modestly lower discount rate. Analyst Commentary Street research updates over recent months indicate that, while the absolute price target on Ocado Group shares has been reduced in stages, the prevailing Overweight stance signals that analysts still see upside potential from current levels.
WINE
UK£0.72
Naked Wines
7D
7.5%
1Y
46.0%
TSCO
UK£4.38
Tesco
7D
-0.5%
1Y
18.9%

TSCO: Modest Margin Inflection And Consumer Headwinds Will Shape Near-Term Performance

Analysts have modestly raised their Tesco price target, reflecting a slightly higher fair value estimate of approximately $4.84, up from about $4.70, supported by incremental improvements in revenue growth, profit margin and expected future valuation multiples. Analyst Commentary Analyst opinion on Tesco remains cautiously constructive, with recent price target adjustments reflecting incremental confidence in the group’s ability to execute on its strategy while navigating a still fragile consumer backdrop.
SBRY
UK£3.23
J Sainsbury
7D
0.4%
1Y
18.8%

SBRY: Future Returns Will Balance Dividend Distributions And Margin Execution Risks

The Analyst Price Target for J Sainsbury has edged down modestly to approximately £3.55 from about £3.63, as analysts incorporate slightly higher discount rates, a marginally lower profit margin outlook, and a somewhat richer future P E assumption into their valuation models. Analyst Commentary Recent Street research on J Sainsbury reflects a more nuanced stance, with adjustments to both ratings and price targets as analysts reassess the balance between execution progress and macro headwinds.
MKS
UK£3.22
Marks and Spencer Group
7D
-2.2%
1Y
-15.7%
CBOX
UK£2.03
Cake Box Holdings
7D
-1.5%
1Y
5.5%
VINO
UK£0.58
Virgin Wines UK
7D
7.4%
1Y
75.0%
KITW
UK£2.20
Kitwave Group
7D
5.8%
1Y
-30.2%