Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedAug 16, 2026
DataAggregated Company Financials
Companies51
  • 7D-3.2%
  • 3M0.8%
  • 1Y-4.2%
  • YTD-1.2%

Over the last 7 days, the Consumer Staples industry has dropped 3.2%, driven by a pullback from British American Tobacco of 4.7%. In contrast, Ocado Group has gained 14%. However, the industry is down 4.2% over the past year. As for the next few years, earnings are expected to grow by 9.5% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Aug 2026UK£376.6bUK£297.9bUK£21.9b17x17.2x1.3x
Tue, 14 Jul 2026UK£375.9bUK£297.5bUK£23.9b16.8x15.7x1.3x
Thu, 11 Jun 2026UK£372.0bUK£298.0bUK£24.1b16.6x15.4x1.2x
Sat, 09 May 2026UK£361.1bUK£294.8bUK£24.2b16.9x14.9x1.2x
Mon, 06 Apr 2026UK£367.3bUK£290.8bUK£24.1b16.3x15.2x1.3x
Wed, 04 Mar 2026UK£403.8bUK£290.9bUK£22.2b19.1x18.2x1.4x
Fri, 30 Jan 2026UK£390.0bUK£298.0bUK£17.3b18.6x22.6x1.3x
Sun, 28 Dec 2025UK£388.3bUK£301.0bUK£17.4b18.3x22.3x1.3x
Tue, 25 Nov 2025UK£395.2bUK£301.7bUK£17.5b17.3x22.6x1.3x
Thu, 23 Oct 2025UK£395.0bUK£298.3bUK£18.4b18.1x21.5x1.3x
Sat, 20 Sep 2025UK£393.0bUK£297.1bUK£18.5b17.9x21.3x1.3x
Mon, 18 Aug 2025UK£400.9bUK£296.2bUK£18.3b19.2x21.8x1.4x
Wed, 16 Jul 2025UK£382.0bUK£297.4bUK£19.6b19.7x19.5x1.3x
Fri, 13 Jun 2025UK£384.2bUK£296.3bUK£19.6b19.9x19.6x1.3x
Sun, 11 May 2025UK£379.5bUK£295.3bUK£19.8b17.7x19.2x1.3x
Tue, 08 Apr 2025UK£354.7bUK£296.4bUK£20.0b15.9x17.7x1.2x
Thu, 06 Mar 2025UK£370.9bUK£294.8bUK£19.9b16.4x18.6x1.3x
Sat, 01 Feb 2025UK£417.5bUK£307.8bUK£5.2b17.1x80.8x1.4x
Mon, 30 Dec 2024UK£407.3bUK£309.1bUK£5.2b17.8x78.2x1.3x
Wed, 27 Nov 2024UK£409.7bUK£309.3bUK£5.2b16.9x78.2x1.3x
Fri, 25 Oct 2024UK£406.4bUK£307.8bUK£4.1b17.7x98.9x1.3x
Sun, 22 Sep 2024UK£410.0bUK£306.7bUK£3.9b17.2x104.6x1.3x
Tue, 20 Aug 2024UK£403.1bUK£308.4bUK£4.1b18.4x99.1x1.3x
Thu, 18 Jul 2024UK£387.0bUK£312.6bUK£4.2b16.4x92.8x1.2x
Sat, 15 Jun 2024UK£390.8bUK£356.5bUK£5.6b16.3x69.2x1.1x
Mon, 13 May 2024UK£396.6bUK£351.1bUK£5.7b17.1x69.3x1.1x
Wed, 10 Apr 2024UK£363.6bUK£343.8bUK£4.7b16.8x77.6x1.1x
Fri, 08 Mar 2024UK£370.4bUK£344.3bUK£4.6b16.8x80.1x1.1x
Sun, 04 Feb 2024UK£389.0bUK£362.2bUK£30.6b15.9x12.7x1.1x
Tue, 02 Jan 2024UK£384.8bUK£364.0bUK£31.2b16.5x12.3x1.1x
Thu, 30 Nov 2023UK£379.3bUK£364.1bUK£31.2b16.5x12.2x1x
Sat, 28 Oct 2023UK£379.0bUK£359.3bUK£29.7b16.8x12.7x1.1x
Mon, 25 Sep 2023UK£303.4bUK£354.9bUK£28.9b18.8x10.5x0.9x
Wed, 23 Aug 2023UK£395.5bUK£354.4bUK£28.7b15.3x13.8x1.1x
Price to Earnings Ratio

13.8x


Total Market Cap: UK£395.5bTotal Earnings: UK£28.7bTotal Revenue: UK£354.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Staples Sector Price to Earnings3Y Average 40x202420252026
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 17.2x which is lower than its 3-year average PE of 40.0x.
  • 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 8.6% per year over the last three years,
  • Revenues have also declined 5.6% 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 Market-1.35%
Consumer Staples-3.23%
Personal Products-1.73%
Food-1.93%
Food and Staples Retail-2.78%
Beverage-3.09%
Household Products-3.60%
Tobacco-5.02%
Industry PE
  • Investors are most optimistic about the Beverage industry which is trading above its 3-year average PE ratio of 19.2x.
    • Analysts are expecting annual earnings growth of 15.8%, which is higher than its past year's earnings decline of 7.4% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 21.0x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 7.4% 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
OCDO Ocado GroupUK£2.4413.7%
+UK£244.9m		-32.1%PS1.2x
NICL NicholsUK£11.106.7%
+UK£25.6m		-7.9%PE16.9x
PFD Premier FoodsUK£1.961.4%
+UK£23.2m		4.6%PE12.4x
MPE M.P. Evans GroupUK£17.162.4%
+UK£20.8m		32.5%PE10.9x
AEP AEP PlantationsUK£1.823.1%
+UK£20.7m		61.1%PE10.4x

Latest News

BATS
UK£42.14
British American Tobacco
7D
-4.7%
1Y
0.4%
IMB
UK£26.09
Imperial Brands
7D
-6.5%
1Y
-14.5%
NICL
UK£11.10
Nichols
7D
6.7%
1Y
-7.9%
CCH
UK£46.06
Coca-Cola HBC
7D
-7.1%
1Y
18.7%
DGE
UK£17.64
Diageo
7D
-1.5%
1Y
-13.2%
ULVR
UK£45.90
Unilever
7D
-1.7%
1Y
-9.0%
OCDO
UK£2.44
Ocado Group
7D
13.7%
1Y
-32.1%
Narrative Update • Aug 07

OCDO: Asda Deal And New Fulfilment Sites Will Support Cash Flow Transition

Analysts have trimmed their fair value estimate for Ocado Group following a lower price target from £2.90 to £2.45. This reflects revised assumptions for discount rates, revenue trends and profit margins.
RKT
UK£51.14
Reckitt Benckiser Group
7D
-3.6%
1Y
-10.1%
GNC
UK£2.64
Greencore Group
7D
0.4%
1Y
5.5%
ABF
UK£20.52
Associated British Foods
7D
-3.7%
1Y
-9.7%
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.
TSCO
UK£4.62
Tesco
7D
-2.9%
1Y
11.7%
VUL
UK£2.15
Vulcan Two Group
7D
6.2%
1Y
n/a
AEP
UK£1.82
AEP Plantations
7D
3.1%
1Y
61.1%
PFD
UK£1.96
Premier Foods
7D
1.4%
1Y
4.6%
W7L
UK£2.18
Warpaint London
7D
5.3%
1Y
-30.1%
MPE
UK£17.16
M.P. Evans Group
7D
2.4%
1Y
32.5%
Narrative Update • Jun 16

MPE: Dividends And Buybacks Will Support Measured Future Return Potential

M.P. Evans Group's analyst price target has been adjusted slightly higher to £16.82 from £16.66, with analysts citing updated assumptions on revenue growth, profit margins and future P/E expectations to support the change. What’s in the News for M.P. Evans Group M.P. Evans Group plc has commenced a share repurchase program from May 27, 2026, following shareholder approval at the June 13, 2025 AGM, covering up to 5,217,629 shares, or 10% of its share capital.