Narrative Update • Aug 25

Over the last 7 days, the Food Retail industry has remained flat, although notably Ocado Group declined by 18%. The past year has been better, since the industry has gained 10% in that time. 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 |
|---|---|---|---|---|---|---|
| Thu, 03 Sep 2026 | UK£46.9b | UK£126.7b | UK£2.2b | 17.7x | 21.2x | 0.4x |
| Sat, 01 Aug 2026 | UK£48.6b | UK£126.7b | UK£2.2b | 19x | 22x | 0.4x |
| Mon, 29 Jun 2026 | UK£45.3b | UK£126.4b | UK£2.1b | 20.1x | 21.8x | 0.4x |
| Wed, 27 May 2026 | UK£44.7b | UK£126.4b | UK£2.1b | 20.2x | 21.5x | 0.4x |
| Fri, 24 Apr 2026 | UK£47.1b | UK£124.0b | UK£1.9b | 20.2x | 25.4x | 0.4x |
| Sun, 22 Mar 2026 | UK£45.7b | UK£121.5b | UK£1.6b | 20x | 28.6x | 0.4x |
| Tue, 17 Feb 2026 | UK£49.1b | UK£121.4b | UK£1.6b | 20.8x | 30x | 0.4x |
| Thu, 15 Jan 2026 | UK£43.4b | UK£121.4b | UK£1.6b | 21.3x | 26.5x | 0.4x |
| Sat, 13 Dec 2025 | UK£43.9b | UK£121.4b | UK£1.6b | 20.9x | 26.8x | 0.4x |
| Mon, 10 Nov 2025 | UK£48.0b | UK£120.9b | UK£1.6b | 18.7x | 29.5x | 0.4x |
| Wed, 08 Oct 2025 | UK£46.2b | UK£119.4b | UK£1.9b | 17.8x | 24.3x | 0.4x |
| Fri, 05 Sep 2025 | UK£44.9b | UK£118.2b | UK£2.0b | 17.8x | 22.7x | 0.4x |
| Sun, 03 Aug 2025 | UK£44.2b | UK£118.2b | UK£2.0b | 21.6x | 22.6x | 0.4x |
| Tue, 01 Jul 2025 | UK£42.1b | UK£118.1b | UK£2.0b | 16.4x | 21x | 0.4x |
| Thu, 29 May 2025 | UK£42.0b | UK£118.1b | UK£2.0b | 17.1x | 21x | 0.4x |
| Sat, 26 Apr 2025 | UK£40.2b | UK£117.7b | UK£2.2b | 15.5x | 18.1x | 0.3x |
| Mon, 24 Mar 2025 | UK£36.3b | UK£117.2b | UK£2.3b | 14.3x | 16x | 0.3x |
| Wed, 19 Feb 2025 | UK£41.1b | UK£119.0b | UK£2.4b | 15.1x | 17.5x | 0.3x |
| Fri, 17 Jan 2025 | UK£39.8b | UK£119.0b | UK£2.4b | 13.4x | 16.9x | 0.3x |
| Sun, 15 Dec 2024 | UK£42.2b | UK£119.0b | UK£2.4b | 15.8x | 17.9x | 0.4x |
| Tue, 12 Nov 2024 | UK£39.3b | UK£118.6b | UK£2.3b | 14.7x | 17x | 0.3x |
| Thu, 10 Oct 2024 | UK£42.8b | UK£118.3b | UK£2.2b | 17.9x | 19.2x | 0.4x |
| Sat, 07 Sep 2024 | UK£41.7b | UK£117.3b | UK£2.1b | 16.3x | 19.9x | 0.4x |
| Mon, 05 Aug 2024 | UK£38.5b | UK£117.3b | UK£2.1b | 15.7x | 18.4x | 0.3x |
| Wed, 03 Jul 2024 | UK£41.5b | UK£155.0b | UK£3.0b | 14.5x | 13.8x | 0.3x |
| Fri, 31 May 2024 | UK£43.6b | UK£153.8b | UK£3.0b | 15x | 14.7x | 0.3x |
| Sun, 28 Apr 2024 | UK£34.6b | UK£116.7b | UK£2.0b | 13.9x | 17.6x | 0.3x |
| Tue, 26 Mar 2024 | UK£41.9b | UK£147.3b | UK£2.3b | 14.6x | 18.5x | 0.3x |
| Thu, 22 Feb 2024 | UK£35.3b | UK£147.3b | UK£2.1b | 13.9x | 16.7x | 0.2x |
| Sat, 20 Jan 2024 | UK£41.6b | UK£148.6b | UK£2.1b | 14.5x | 19.5x | 0.3x |
| Mon, 18 Dec 2023 | UK£42.3b | UK£147.9b | UK£2.1b | 13.8x | 19.9x | 0.3x |
| Wed, 15 Nov 2023 | UK£39.0b | UK£147.4b | UK£2.1b | 13.7x | 18.4x | 0.3x |
| Fri, 13 Oct 2023 | UK£38.3b | UK£142.8b | UK£2.0b | 13.1x | 18.7x | 0.3x |
| Sun, 10 Sep 2023 | UK£39.2b | UK£141.1b | 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 |