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U.K. (FTSE) Food Retail Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies7
  • 7D-0.3%
  • 3M-0.9%
  • 1Y7.5%
  • YTDn/a

The Food Retail is pretty flat in the last 7 days, but Ocado Group has stood out, gaining 20%. As for the the longer term, the industry is up 7.5% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025UK£43.8bUK£121.4bUK£1.6b20.9x26.7x0.4x
Thu, 13 Nov 2025UK£46.2bUK£120.9bUK£1.6b18.3x28.4x0.4x
Sat, 11 Oct 2025UK£46.3bUK£119.4bUK£1.9b17.8x24.3x0.4x
Mon, 08 Sep 2025UK£45.3bUK£118.2bUK£2.0b17.9x22.9x0.4x
Wed, 06 Aug 2025UK£44.2bUK£118.2bUK£2.0b21.9x22.4x0.4x
Fri, 04 Jul 2025UK£42.0bUK£118.1bUK£2.0b16.6x21x0.4x
Sun, 01 Jun 2025UK£42.1bUK£118.1bUK£2.0b17.1x21x0.4x
Tue, 29 Apr 2025UK£40.1bUK£117.7bUK£2.2b15.4x18.1x0.3x
Thu, 27 Mar 2025UK£37.1bUK£117.2bUK£2.3b14.3x16.4x0.3x
Sat, 22 Feb 2025UK£40.6bUK£119.0bUK£2.4b15.1x17.3x0.3x
Mon, 20 Jan 2025UK£40.0bUK£119.0bUK£2.4b13.4x17x0.3x
Wed, 18 Dec 2024UK£42.0bUK£119.0bUK£2.4b15.5x17.9x0.4x
Fri, 15 Nov 2024UK£38.9bUK£118.6bUK£2.3b14.7x16.8x0.3x
Sun, 13 Oct 2024UK£41.7bUK£118.3bUK£2.2b17.8x18.7x0.4x
Tue, 10 Sep 2024UK£42.0bUK£117.3bUK£2.1b16.5x20.1x0.4x
Thu, 08 Aug 2024UK£38.6bUK£117.3bUK£2.1b15x18.5x0.3x
Sat, 06 Jul 2024UK£42.2bUK£155.1bUK£3.0b14.6x14x0.3x
Mon, 03 Jun 2024UK£43.4bUK£153.5bUK£3.0b15x14.7x0.3x
Wed, 01 May 2024UK£41.0bUK£148.5bUK£2.6b13.9x15.5x0.3x
Fri, 29 Mar 2024UK£42.6bUK£147.4bUK£2.3b14.4x18.8x0.3x
Sun, 25 Feb 2024UK£40.4bUK£146.4bUK£2.1b13.6x19.4x0.3x
Tue, 23 Jan 2024UK£37.3bUK£148.8bUK£2.1b14.6x17.4x0.3x
Thu, 21 Dec 2023UK£44.0bUK£147.8bUK£2.1b14.1x20.7x0.3x
Sat, 18 Nov 2023UK£35.5bUK£148.2bUK£2.1b13x16.6x0.2x
Mon, 16 Oct 2023UK£37.5bUK£142.8bUK£2.0b13.2x18.3x0.3x
Wed, 13 Sep 2023UK£39.4bUK£141.9bUK£1.4b16.1x28.2x0.3x
Fri, 11 Aug 2023UK£35.6bUK£140.0bUK£1.4b14.6x25.5x0.3x
Sun, 09 Jul 2023UK£35.5bUK£141.7bUK£1.4b14.8x24.5x0.3x
Tue, 06 Jun 2023UK£35.3bUK£145.5bUK£1.5b10.6x23.1x0.2x
Thu, 04 May 2023UK£30.7bUK£113.2bUK£1.2b11x25.7x0.3x
Sat, 01 Apr 2023UK£33.7bUK£140.5bUK£2.1b11.1x16.4x0.2x
Mon, 27 Feb 2023UK£35.0bUK£141.2bUK£2.2b10.4x16.1x0.2x
Wed, 25 Jan 2023UK£35.0bUK£144.3bUK£2.2b9.6x15.6x0.2x
Fri, 23 Dec 2022UK£31.3bUK£143.1bUK£2.2b9x14.2x0.2x
Price to Earnings Ratio

14.2x


Total Market Cap: UK£31.3bTotal Earnings: UK£2.2bTotal Revenue: UK£143.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Food Retail Industry Price to Earnings3Y Average 19.8x202320242025
Current Industry PE
  • Investors are optimistic on the British Food Retail 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 19.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.30x.
Past Earnings Growth
  • The earnings for companies in the Food Retail industry have declined 9.6% per year over the last three years,
  • Revenues have also declined 5.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.K. Food Retail compare with similar industries?

GB Market-0.0071%
Consumer Staples0.36%
Food and Staples Retail-0.26%
Food Retail-0.27%
Food Distributors0.56%
Big Box Super Stores0%0
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
OCDO Ocado GroupUK£2.3222.9%
+UK£357.9m		-25.9%PS1.5x
SBRY J SainsburyUK£3.234.6%
+UK£309.1m		16.7%PE16.8x
VINO Virgin Wines UKUK£0.541.9%
+UK£508.5k		57.4%PE20.9x

Latest News

WINE
UK£0.66
Naked Wines
7D
-7.8%
1Y
33.1%
OCDO
UK£2.32
Ocado Group
7D
22.9%
1Y
-25.9%
SBRY
UK£3.23
J Sainsbury
7D
4.6%
1Y
16.7%

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£3.25
Marks and Spencer Group
7D
-0.3%
1Y
-18.3%
TSCO
UK£4.39
Tesco
7D
-2.4%
1Y
17.7%

Is There An Opportunity With Tesco PLC's (LON:TSCO) 30% Undervaluation?

Dec 04
Is There An Opportunity With Tesco PLC's (LON:TSCO) 30% Undervaluation?
VINO
UK£0.54
Virgin Wines UK
7D
1.9%
1Y
57.4%