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U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedAug 04, 2026
DataAggregated Company Financials
Companies51
  • 7D-2.5%
  • 3M6.4%
  • 1Y-0.4%
  • YTD2.1%

The Consumer Staples industry is up 1.9% in the last week, with Diageo up 4.6%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 8.8% annually.

Sector Valuation and Performance

Has the U.K. Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 04 Aug 2026UK£389.6bUK£297.8bUK£22.4b17x17.4x1.3x
Thu, 02 Jul 2026UK£376.9bUK£297.9bUK£24.0b16.7x15.7x1.3x
Sat, 30 May 2026UK£363.3bUK£298.0bUK£24.1b16.7x15.1x1.2x
Mon, 27 Apr 2026UK£364.0bUK£292.8bUK£24.2b16.9x15x1.2x
Wed, 25 Mar 2026UK£368.2bUK£290.0bUK£24.1b16.8x15.3x1.3x
Fri, 20 Feb 2026UK£419.5bUK£291.3bUK£22.2b19.8x18.9x1.4x
Sun, 18 Jan 2026UK£388.1bUK£298.5bUK£17.4b18.3x22.4x1.3x
Tue, 16 Dec 2025UK£392.0bUK£301.4bUK£17.4b18.3x22.5x1.3x
Thu, 13 Nov 2025UK£405.3bUK£300.9bUK£18.0b18.3x22.6x1.3x
Sat, 11 Oct 2025UK£388.6bUK£298.4bUK£18.4b18x21.1x1.3x
Mon, 08 Sep 2025UK£409.0bUK£296.6bUK£18.4b18x22.2x1.4x
Wed, 06 Aug 2025UK£399.0bUK£296.6bUK£18.3b19.8x21.8x1.3x
Fri, 04 Jul 2025UK£377.2bUK£296.7bUK£19.5b19.5x19.4x1.3x
Sun, 01 Jun 2025UK£380.4bUK£295.8bUK£19.5b19.7x19.5x1.3x
Tue, 29 Apr 2025UK£374.6bUK£295.5bUK£19.7b16.6x19x1.3x
Thu, 27 Mar 2025UK£363.7bUK£294.4bUK£19.8b16.3x18.4x1.2x
Sat, 22 Feb 2025UK£364.8bUK£296.0bUK£20.0b17.1x18.2x1.2x
Mon, 20 Jan 2025UK£406.4bUK£310.8bUK£5.4b17.1x74.9x1.3x
Wed, 18 Dec 2024UK£412.2bUK£308.7bUK£5.1b17.9x80.1x1.3x
Fri, 15 Nov 2024UK£396.1bUK£308.4bUK£4.6b17.3x85.9x1.3x
Sun, 13 Oct 2024UK£408.2bUK£307.9bUK£4.1b17.9x99.5x1.3x
Tue, 10 Sep 2024UK£418.5bUK£307.5bUK£4.0b17x104.8x1.4x
Thu, 08 Aug 2024UK£404.0bUK£312.8bUK£4.6b16.6x87.9x1.3x
Sat, 06 Jul 2024UK£385.7bUK£350.9bUK£5.2b15.7x74.6x1.1x
Mon, 03 Jun 2024UK£390.0bUK£355.6bUK£5.7b16.8x69x1.1x
Wed, 01 May 2024UK£386.6bUK£350.6bUK£5.7b16.8x68.3x1.1x
Fri, 29 Mar 2024UK£384.5bUK£344.0bUK£4.7b16.8x82.4x1.1x
Sun, 25 Feb 2024UK£391.7bUK£343.0bUK£5.2b17.2x75.9x1.1x
Tue, 23 Jan 2024UK£373.9bUK£363.7bUK£31.1b15.9x12x1x
Thu, 21 Dec 2023UK£385.9bUK£363.3bUK£31.1b16.1x12.4x1.1x
Sat, 18 Nov 2023UK£380.6bUK£363.8bUK£31.0b16.5x12.3x1x
Mon, 16 Oct 2023UK£388.1bUK£356.0bUK£29.5b16.2x13.1x1.1x
Wed, 13 Sep 2023UK£403.1bUK£354.2bUK£28.9b16.6x14x1.1x
Fri, 11 Aug 2023UK£407.6bUK£352.7bUK£28.8b16x14.2x1.2x
Price to Earnings Ratio

14.2x


Total Market Cap: UK£407.6bTotal Earnings: UK£28.8bTotal Revenue: UK£352.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Staples Sector Price to Earnings3Y Average 39.9x202420252026
Current Industry PE
  • Investors are pessimistic on the British Consumer Staples industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 17.5x which is lower than its 3-year average PE of 39.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have declined 8.1% per year over the last three years,
  • Revenues have also declined 5.5% 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 sector?

GB Market0.027%
Consumer Staples-2.53%
Household Products2.02%
Food1.71%
Food and Staples Retail0.41%
Beverage-1.93%
Tobacco-4.41%
Personal Products-4.49%
Industry PE
  • Investors are most optimistic about the Food and Staples Retail industry, which is trading close to its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 10.2%, which is higher than its past year's earnings decline of 1.6% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 21.1x.
Forecasted Growth
  • Analysts are most optimistic on the Food industry, expecting annual earnings growth of 11% over the next 5 years.
  • However this is lower than its past earnings growth rate of 18% per year.
  • In contrast, the Household Products industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
RKT Reckitt Benckiser GroupUK£52.802.0%
+UK£660.5m		-8.5%PE11.6x
ABF Associated British FoodsUK£21.233.3%
+UK£468.9m		-4.0%PE15.6x
OCDO Ocado GroupUK£2.1714.9%
+UK£234.0m		-36.3%PS1x
MKS Marks and Spencer GroupUK£4.112.7%
+UK£219.2m		18.9%PE32.7x
SBRY J SainsburyUK£3.570.9%
+UK£67.7m		20.4%PE18.8x

Latest News

CWK
UK£52.60
Cranswick
7D
-2.8%
1Y
-0.8%
BATS
UK£44.66
British American Tobacco
7D
-4.3%
1Y
6.4%
Narrative Update • Aug 02

BATS: Legal Overhang From Brazil Healthcare Case Will Constrain Future Upside

Analysts have nudged their fair value estimate for British American Tobacco from £39.07 to £39.51, reflecting updated assumptions for a slightly lower discount rate, modestly softer revenue growth, a higher profit margin, and a lower future P/E multiple. What's in the News for British American Tobacco From January 1, 2026 to June 30, 2026, British American Tobacco repurchased 14,609,571 shares for £649 million, representing 0.67% of its share capital, under its ongoing buyback programme.
RKT
UK£52.80
Reckitt Benckiser Group
7D
2.0%
1Y
-8.5%
ULVR
UK£47.70
Unilever
7D
-4.6%
1Y
-5.9%
Analysis Article • Jul 31

Unilever PLC (LON:ULVR) Interim Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a good week for Unilever PLC ( LON:ULVR ) shareholders, because the company has just released its latest...
OCDO
UK£2.17
Ocado Group
7D
14.9%
1Y
-36.3%
GNC
UK£2.63
Greencore Group
7D
3.1%
1Y
2.4%
DGE
UK£16.56
Diageo
7D
-1.0%
1Y
-13.1%
HFG
UK£6.16
Hilton Food Group
7D
9.2%
1Y
-27.1%
CCH
UK£48.84
Coca-Cola HBC
7D
-4.0%
1Y
24.5%
Narrative Update • Jul 21

CCH: Dividend Commitment And P/E Assumptions Will Shape Balanced Return Expectations

Coca-Cola HBC’s updated analyst price target implies a fair value move from about £46.47 to roughly £48.46, with analysts citing revised targets around £50.25 and £55.50 that reflect adjusted assumptions for revenue growth, margins, and future P/E multiples. Analyst Commentary Recent research on Coca-Cola HBC points to a tighter cluster of price targets, with updated figures around £50.25 and £55.50.
ABF
UK£21.23
Associated British Foods
7D
3.3%
1Y
-4.0%
Narrative Update • Jul 20

ABF: Margin Resilience And Cash Generation Will Underpin Measured Future Upside

The analyst fair value estimate for Associated British Foods has been reduced from £21.50 to £21.00, reflecting a series of lower Street price targets as analysts factor in slightly softer revenue growth assumptions and modestly adjusted P/E expectations. Analyst Commentary Recent Street research on Associated British Foods points to a more cautious stance on upside, with several major banks trimming price targets while largely keeping existing ratings in place.
MKS
UK£4.11
Marks and Spencer Group
7D
2.7%
1Y
18.9%
TSCO
UK£4.86
Tesco
7D
-1.1%
1Y
15.2%
SBRY
UK£3.57
J Sainsbury
7D
0.9%
1Y
20.4%
CCR
UK£1.01
C&C Group
7D
-6.1%
1Y
-42.0%
Narrative Update • Jul 02

CCR: Index Removals And Dividend Policy Will Shape A Balanced Outlook

Analysts have trimmed their fair value estimate for C&C Group from £1.41 to £0.96, citing lower revenue growth assumptions and a reduced profit margin outlook, partly offset by a slightly higher assumed P/E multiple and discount rate. What's in the News for C&C Group C&C Group has been removed from the FTSE 250 Index, according to index constituent change announcements.
IMB
UK£27.64
Imperial Brands
7D
-4.7%
1Y
-7.2%
MHPC
US$8.82
MHP
7D
6.0%
1Y
70.3%