Narrative Update • Aug 25

In the last week, the Food Retail industry is flat overall, with Ocado Group standing out by going down 7.5%. As for the the longer term, the industry is up 10% over the past 12 months. Looking forward, earnings are forecast to grow by 10% annually.
Has the U.K. Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 02 Sep 2026 | UK£46.9b | UK£126.7b | UK£2.2b | 17.7x | 21.2x | 0.4x |
| Fri, 31 Jul 2026 | UK£48.8b | UK£126.7b | UK£2.2b | 18.8x | 22.1x | 0.4x |
| Sun, 28 Jun 2026 | UK£45.3b | UK£126.4b | UK£2.1b | 20.1x | 21.8x | 0.4x |
| Tue, 26 May 2026 | UK£45.2b | UK£126.4b | UK£2.1b | 20.2x | 21.7x | 0.4x |
| Thu, 23 Apr 2026 | UK£48.3b | UK£124.0b | UK£1.9b | 20x | 26x | 0.4x |
| Sat, 21 Mar 2026 | UK£45.7b | UK£121.5b | UK£1.6b | 20x | 28.6x | 0.4x |
| Mon, 16 Feb 2026 | UK£49.0b | UK£121.4b | UK£1.6b | 20.8x | 29.9x | 0.4x |
| Wed, 14 Jan 2026 | UK£43.1b | UK£121.4b | UK£1.6b | 21.8x | 26.4x | 0.4x |
| Fri, 12 Dec 2025 | UK£44.2b | UK£121.4b | UK£1.6b | 20.9x | 27x | 0.4x |
| Sun, 09 Nov 2025 | UK£48.0b | UK£120.9b | UK£1.6b | 18.7x | 29.5x | 0.4x |
| Tue, 07 Oct 2025 | UK£46.3b | UK£119.4b | UK£1.9b | 17.9x | 24.3x | 0.4x |
| Thu, 04 Sep 2025 | UK£44.2b | UK£118.2b | UK£2.0b | 17.5x | 22.4x | 0.4x |
| Sat, 02 Aug 2025 | UK£44.2b | UK£118.2b | UK£2.0b | 21.6x | 22.6x | 0.4x |
| Mon, 30 Jun 2025 | UK£42.0b | UK£118.1b | UK£2.0b | 16.4x | 21x | 0.4x |
| Wed, 28 May 2025 | UK£42.4b | UK£118.1b | UK£2.0b | 17.3x | 21.2x | 0.4x |
| Fri, 25 Apr 2025 | UK£40.6b | UK£117.7b | UK£2.2b | 15.8x | 18.3x | 0.3x |
| Sun, 23 Mar 2025 | UK£36.3b | UK£117.2b | UK£2.3b | 14.3x | 16x | 0.3x |
| Tue, 18 Feb 2025 | UK£42.6b | UK£119.0b | UK£2.4b | 15.1x | 18.1x | 0.4x |
| Thu, 16 Jan 2025 | UK£39.6b | UK£119.0b | UK£2.4b | 13.5x | 16.9x | 0.3x |
| Sat, 14 Dec 2024 | UK£42.2b | UK£119.0b | UK£2.4b | 15.8x | 17.9x | 0.4x |
| Mon, 11 Nov 2024 | UK£39.6b | UK£118.6b | UK£2.3b | 15x | 17.2x | 0.3x |
| Wed, 09 Oct 2024 | UK£42.2b | UK£118.3b | UK£2.2b | 17.4x | 18.9x | 0.4x |
| Fri, 06 Sep 2024 | UK£41.8b | UK£117.3b | UK£2.1b | 16.2x | 19.9x | 0.4x |
| Sun, 04 Aug 2024 | UK£38.5b | UK£117.3b | UK£2.1b | 15.7x | 18.4x | 0.3x |
| Tue, 02 Jul 2024 | UK£41.5b | UK£155.6b | UK£3.0b | 14.7x | 13.7x | 0.3x |
| Thu, 30 May 2024 | UK£43.1b | UK£154.3b | UK£3.0b | 15.2x | 14.5x | 0.3x |
| Sat, 27 Apr 2024 | UK£40.6b | UK£148.9b | UK£2.7b | 13.9x | 15.3x | 0.3x |
| Mon, 25 Mar 2024 | UK£41.9b | UK£147.5b | UK£2.3b | 14.3x | 18.5x | 0.3x |
| Wed, 21 Feb 2024 | UK£35.3b | UK£147.2b | UK£2.1b | 13.9x | 16.8x | 0.2x |
| Fri, 19 Jan 2024 | UK£41.9b | UK£148.4b | UK£2.1b | 14.5x | 19.7x | 0.3x |
| Sun, 17 Dec 2023 | UK£42.2b | UK£147.9b | UK£2.1b | 13.8x | 19.9x | 0.3x |
| Tue, 14 Nov 2023 | UK£38.8b | UK£147.4b | UK£2.1b | 13.2x | 18.3x | 0.3x |
| Thu, 12 Oct 2023 | UK£38.5b | UK£142.0b | UK£2.0b | 13.2x | 18.9x | 0.3x |
| Sat, 09 Sep 2023 | UK£39.2b | UK£141.0b | UK£1.4b | 15.7x | 28.3x | 0.3x |
28.3x
How does U.K. Food Retail compare with similar industries?
| GB Market | -0.97% | |
| Consumer Staples | 0.57% | |
| Food and Staples Retail | 0.68% | |
| Food Retail | 0.69% | |
| 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£4.67 | 1.4% +UK£405.1m | 8.3% | PE16.3x | |
| SBRY J Sainsbury | UK£3.34 | 0.1% +UK£8.7m | 11.9% | PE17.6x | |
| WINE Naked Wines | UK£0.70 | 4.8% +UK£2.1m | -18.5% | PS0.2x | |
| CBOX Cake Box Holdings | UK£1.95 | 2.1% +UK£1.8m | -2.5% | PE16.4x |