Narrative Update • Aug 25

In the last week, Food Retail has been flat. The past year has been better, since the industry has gained 6.0% in that time. As for the next few years, earnings are expected to grow by 10% per annum.
Has the U.K. Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 01 Sep 2026 | UK£46.1b | UK£126.7b | UK£2.2b | 17.6x | 20.9x | 0.4x |
| Thu, 30 Jul 2026 | UK£49.3b | UK£126.7b | UK£2.2b | 18.9x | 22.3x | 0.4x |
| Sat, 27 Jun 2026 | UK£45.3b | UK£126.4b | UK£2.1b | 20.1x | 21.8x | 0.4x |
| Mon, 25 May 2026 | UK£45.2b | UK£126.4b | UK£2.1b | 20.2x | 21.7x | 0.4x |
| Wed, 22 Apr 2026 | UK£47.9b | UK£124.0b | UK£1.9b | 20x | 25.8x | 0.4x |
| Fri, 20 Mar 2026 | UK£46.5b | UK£121.5b | UK£1.6b | 20x | 29.1x | 0.4x |
| Sun, 15 Feb 2026 | UK£49.0b | UK£121.4b | UK£1.6b | 20.8x | 29.9x | 0.4x |
| Tue, 13 Jan 2026 | UK£43.0b | UK£121.4b | UK£1.6b | 21.8x | 26.2x | 0.4x |
| Thu, 11 Dec 2025 | UK£44.3b | UK£121.4b | UK£1.6b | 20.9x | 27.1x | 0.4x |
| Sat, 08 Nov 2025 | UK£48.0b | UK£120.9b | UK£1.6b | 18.7x | 29.5x | 0.4x |
| Mon, 06 Oct 2025 | UK£46.2b | UK£119.4b | UK£1.9b | 18x | 24.3x | 0.4x |
| Wed, 03 Sep 2025 | UK£43.7b | UK£118.2b | UK£2.0b | 17.2x | 22.1x | 0.4x |
| Fri, 01 Aug 2025 | UK£44.4b | UK£118.2b | UK£2.0b | 21.4x | 22.6x | 0.4x |
| Sun, 29 Jun 2025 | UK£42.0b | UK£118.1b | UK£2.0b | 16.4x | 21x | 0.4x |
| Tue, 27 May 2025 | UK£41.8b | UK£118.1b | UK£2.0b | 17.3x | 20.8x | 0.4x |
| Thu, 24 Apr 2025 | UK£40.5b | UK£117.7b | UK£2.2b | 15.7x | 18.3x | 0.3x |
| Sat, 22 Mar 2025 | UK£36.3b | UK£117.2b | UK£2.3b | 14.3x | 16x | 0.3x |
| Mon, 17 Feb 2025 | UK£42.5b | UK£119.0b | UK£2.4b | 15.5x | 18.1x | 0.4x |
| Wed, 15 Jan 2025 | UK£38.9b | UK£119.0b | UK£2.4b | 13.3x | 16.5x | 0.3x |
| Fri, 13 Dec 2024 | UK£41.9b | UK£119.0b | UK£2.4b | 15.6x | 17.8x | 0.4x |
| Sun, 10 Nov 2024 | UK£39.6b | UK£118.6b | UK£2.3b | 15x | 17.2x | 0.3x |
| Tue, 08 Oct 2024 | UK£42.2b | UK£118.3b | UK£2.2b | 17.2x | 18.9x | 0.4x |
| Thu, 05 Sep 2024 | UK£41.5b | UK£117.3b | UK£2.1b | 16.1x | 19.8x | 0.4x |
| Sat, 03 Aug 2024 | UK£38.5b | UK£117.3b | UK£2.1b | 15.7x | 18.4x | 0.3x |
| Mon, 01 Jul 2024 | UK£41.3b | UK£156.1b | UK£3.0b | 14.5x | 13.6x | 0.3x |
| Wed, 29 May 2024 | UK£43.8b | UK£154.3b | UK£3.0b | 15.1x | 14.7x | 0.3x |
| Fri, 26 Apr 2024 | UK£40.6b | UK£148.9b | UK£2.7b | 14x | 15.3x | 0.3x |
| Sun, 24 Mar 2024 | UK£41.9b | UK£147.5b | UK£2.3b | 14.3x | 18.5x | 0.3x |
| Tue, 20 Feb 2024 | UK£40.1b | UK£147.2b | UK£2.1b | 13.7x | 19x | 0.3x |
| Thu, 18 Jan 2024 | UK£37.7b | UK£148.5b | UK£2.1b | 14.6x | 17.6x | 0.3x |
| Sat, 16 Dec 2023 | UK£42.2b | UK£147.9b | UK£2.1b | 13.8x | 19.9x | 0.3x |
| Mon, 13 Nov 2023 | UK£38.3b | UK£147.2b | UK£2.1b | 12.7x | 18.1x | 0.3x |
| Wed, 11 Oct 2023 | UK£38.6b | UK£142.0b | UK£2.0b | 13.2x | 19x | 0.3x |
| Fri, 08 Sep 2023 | UK£38.8b | UK£140.9b | UK£1.4b | 15.7x | 28.1x | 0.3x |
28.1x
How does U.K. Food Retail compare with similar industries?
| GB Market | -0.20% | |
| Consumer Staples | -0.94% | |
| Food and Staples Retail | -0.058% | |
| Food Retail | -0.06% | |
| 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£4.72 | 1.5% +UK£423.7m | 11.0% | PE16.4x | |
| SBRY J Sainsbury | UK£3.37 | 0.4% +UK£32.7m | 14.1% | PE17.7x | |
| MKS Marks and Spencer Group | UK£3.92 | 0.2% +UK£14.5m | 18.5% | PE31.2x | |
| CBOX Cake Box Holdings | UK£1.96 | 2.6% +UK£2.2m | -4.4% | PE16.5x |