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U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies52
  • 7D3.4%
  • 3M-0.8%
  • 1Y8.6%
  • YTD1.0%

In the last week, the Consumer Staples industry is up 2.9%, with British American Tobacco up 8.2%. This means that the industry has gained 8.9% over the past year. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 16 Jan 2026UK£391.6bUK£300.8bUK£17.4b18.5x22.5x1.3x
Sun, 14 Dec 2025UK£390.0bUK£301.4bUK£17.4b18x22.4x1.3x
Tue, 11 Nov 2025UK£403.9bUK£300.4bUK£17.9b18.4x22.6x1.3x
Thu, 09 Oct 2025UK£384.5bUK£298.1bUK£18.4b18.4x20.9x1.3x
Sat, 06 Sep 2025UK£409.0bUK£296.6bUK£18.4b18x22.2x1.4x
Mon, 04 Aug 2025UK£396.1bUK£296.8bUK£19.3b19.3x20.5x1.3x
Wed, 02 Jul 2025UK£370.9bUK£296.4bUK£19.4b19.3x19.1x1.3x
Fri, 30 May 2025UK£377.5bUK£295.8bUK£19.5b19.4x19.3x1.3x
Sun, 27 Apr 2025UK£373.4bUK£295.9bUK£19.8b16.4x18.9x1.3x
Tue, 25 Mar 2025UK£363.3bUK£294.4bUK£19.8b16.4x18.4x1.2x
Thu, 20 Feb 2025UK£365.9bUK£296.2bUK£20.0b16.9x18.3x1.2x
Sat, 18 Jan 2025UK£406.5bUK£310.8bUK£5.4b17.1x74.9x1.3x
Mon, 16 Dec 2024UK£417.1bUK£309.2bUK£5.2b18.2x80x1.3x
Wed, 13 Nov 2024UK£394.0bUK£308.5bUK£4.6b17.4x85.5x1.3x
Fri, 11 Oct 2024UK£409.1bUK£307.9bUK£4.1b17.8x99.6x1.3x
Sun, 08 Sep 2024UK£414.7bUK£307.3bUK£4.0b16.9x104.4x1.3x
Tue, 06 Aug 2024UK£396.2bUK£312.5bUK£4.7b16.6x85.2x1.3x
Thu, 04 Jul 2024UK£383.6bUK£351.1bUK£5.2b15.6x73.9x1.1x
Sat, 01 Jun 2024UK£390.0bUK£355.6bUK£5.7b16.8x69x1.1x
Mon, 29 Apr 2024UK£384.1bUK£351.4bUK£5.7b16.9x67.3x1.1x
Wed, 27 Mar 2024UK£381.0bUK£344.1bUK£4.7b16.8x81.1x1.1x
Fri, 23 Feb 2024UK£391.1bUK£343.9bUK£5.2b17.5x75.3x1.1x
Sun, 21 Jan 2024UK£378.7bUK£363.8bUK£31.1b15.9x12.2x1x
Tue, 19 Dec 2023UK£377.3bUK£363.5bUK£31.1b16.1x12.1x1x
Thu, 16 Nov 2023UK£383.0bUK£363.6bUK£30.7b17.1x12.5x1.1x
Sat, 14 Oct 2023UK£387.6bUK£355.9bUK£29.5b16.2x13.1x1.1x
Mon, 11 Sep 2023UK£400.8bUK£353.3bUK£28.9b16.4x13.9x1.1x
Wed, 09 Aug 2023UK£403.7bUK£352.1bUK£28.5b16.2x14.1x1.1x
Fri, 07 Jul 2023UK£391.9bUK£351.8bUK£25.6b15.6x15.3x1.1x
Sun, 04 Jun 2023UK£405.7bUK£356.1bUK£25.8b16.3x15.7x1.1x
Tue, 02 May 2023UK£437.3bUK£354.0bUK£25.4b16.9x17.2x1.2x
Thu, 30 Mar 2023UK£420.5bUK£349.1bUK£26.1b15.8x16.1x1.2x
Sat, 25 Feb 2023UK£426.3bUK£345.1bUK£27.1b15x15.8x1.2x
Mon, 23 Jan 2023UK£420.5bUK£340.9bUK£24.0b14.8x17.5x1.2x
Price to Earnings Ratio

17.5x


Total Market Cap: UK£420.5bTotal Earnings: UK£24.0bTotal Revenue: UK£340.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Staples Sector Price to Earnings3Y Average 39.8x202420252026
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 22.4x which is lower than its 3-year average PE of 39.8x.
  • 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 10% per year over the last three years,
  • Revenues have also declined 4.1% 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 Market2.10%
Consumer Staples3.44%
Tobacco6.75%
Beverage3.51%
Food2.70%
Personal Products2.41%
Food and Staples Retail1.48%
Household Products-0.39%
Industry PE
  • Investors are most optimistic about the Household Products industry which is trading above its 3-year average PE ratio of 21.5x.
    • Analysts are expecting annual earnings growth of 14.4%, which is higher than its past year's earnings decline of 9.6% per year.
  • Investors are most pessimistic about the Food industry, which is trading close to its 3-year average of 15.6x.
Forecasted Growth
  • Analysts are most optimistic on the Household Products industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings decline of 9.6% per year.
  • In contrast, the Personal Products industry is expected to see its earnings grow by 7.2% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
BATS British American TobaccoUK£43.398.2%
+UK£7.1b		49.1%PE30.9x
ULVR UnileverUK£47.812.5%
+UK£2.6b		-5.9%PE22x
DGE DiageoUK£16.794.8%
+UK£1.7b		-29.4%PE21.2x
TSCO TescoUK£4.291.5%
+UK£398.8m		18.7%PE17.8x
MKS Marks and Spencer GroupUK£3.645.4%
+UK£377.1m		8.2%PE370.2x

Latest News

GNC
UK£2.75
Greencore Group
7D
12.9%
1Y
51.3%
DGE
UK£16.79
Diageo
7D
4.8%
1Y
-29.4%
OCDO
UK£2.86
Ocado Group
7D
7.0%
1Y
-11.9%
MKS
UK£3.64
Marks and Spencer Group
7D
5.4%
1Y
8.2%

Marks and Spencer Group (LON:MKS) Has A Somewhat Strained Balance Sheet

Jan 14
Marks and Spencer Group (LON:MKS) Has A Somewhat Strained Balance Sheet
CDGP
UK£0.34
Chapel Down Group
7D
-6.8%
1Y
-8.1%

What You Can Learn From Chapel Down Group Plc's (LON:CDGP) P/S

Jan 14
What You Can Learn From Chapel Down Group Plc's (LON:CDGP) P/S
IMB
UK£30.63
Imperial Brands
7D
1.4%
1Y
17.9%
TSCO
UK£4.29
Tesco
7D
1.5%
1Y
18.7%

TSCO: Higher Risk Assumptions And Stable Margins Will Shape Future Upside

Analysts have trimmed their Tesco fair value estimate slightly to £4.80 from about £4.84. They cite a modest reset in discount rate assumptions alongside steady expectations for revenue growth, profit margins and future P/E levels.
SBRY
UK£3.16
J Sainsbury
7D
-4.0%
1Y
21.9%

J Sainsbury (LON:SBRY) Takes On Some Risk With Its Use Of Debt

Jan 11
J Sainsbury (LON:SBRY) Takes On Some Risk With Its Use Of Debt
BATS
UK£43.39
British American Tobacco
7D
8.2%
1Y
49.1%

There's Reason For Concern Over British American Tobacco p.l.c.'s (LON:BATS) Price

Jan 11
There's Reason For Concern Over British American Tobacco p.l.c.'s (LON:BATS) Price
APN
UK£2.40
Applied Nutrition
7D
-6.8%
1Y
68.7%
RKT
UK£61.46
Reckitt Benckiser Group
7D
-0.4%
1Y
25.7%
ULVR
UK£47.81
Unilever
7D
2.5%
1Y
-5.9%

ULVR: Margin Resilience And Q4 Volume Support A More Constructive Outlook

Narrative Update The updated analyst price target for Unilever reflects a shift from £40.00 to £41.00 per share, as analysts weigh contained earnings growth, pressure on pricing and operating margins, and potential sentiment risks around FY26 margin guidance and U.S. growth contributions. Analyst Commentary Recent research reflects a slightly higher price target of £41.00 per share, but with a cautious tone around earnings quality, valuation and medium term guidance.
MCB
UK£1.45
McBride
7D
-0.4%
1Y
43.3%

McBride plc's (LON:MCB) Shares Bounce 27% But Its Business Still Trails The Market

Dec 18
McBride plc's (LON:MCB) Shares Bounce 27% But Its Business Still Trails The Market
CBOX
UK£2.01
Cake Box Holdings
7D
-4.3%
1Y
9.2%
PRN
UK£4.60
Princes Group
7D
-1.6%
1Y
n/a
CAM
UK£49.75
Camellia
7D
-1.5%
1Y
3.2%