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U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies51
  • 7D0.1%
  • 3M1.0%
  • 1Y0.1%
  • YTD-2.8%

The Consumer Staples industry has been flat over the last week, but Tesco has lost 3.8%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 7.0% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026UK£371.7bUK£298.4bUK£24.0b16.5x15.5x1.2x
Fri, 22 May 2026UK£377.1bUK£297.6bUK£24.1b17x15.6x1.3x
Sun, 19 Apr 2026UK£366.2bUK£292.8bUK£24.3b16.3x15x1.3x
Tue, 17 Mar 2026UK£389.5bUK£290.0bUK£24.1b17.9x16.2x1.3x
Thu, 12 Feb 2026UK£417.5bUK£298.8bUK£17.4b20.1x24x1.4x
Sat, 10 Jan 2026UK£380.0bUK£300.8bUK£17.4b17.9x21.8x1.3x
Mon, 08 Dec 2025UK£396.5bUK£301.1bUK£17.4b18.6x22.8x1.3x
Wed, 05 Nov 2025UK£398.8bUK£299.5bUK£18.5b18.2x21.5x1.3x
Fri, 03 Oct 2025UK£384.8bUK£297.1bUK£18.5b17.8x20.8x1.3x
Sun, 31 Aug 2025UK£404.9bUK£296.3bUK£18.4b19.1x22x1.4x
Tue, 29 Jul 2025UK£390.9bUK£297.5bUK£19.4b19.5x20.2x1.3x
Thu, 26 Jun 2025UK£373.8bUK£296.1bUK£19.4b19.4x19.2x1.3x
Sat, 24 May 2025UK£379.8bUK£295.5bUK£19.4b19.4x19.6x1.3x
Mon, 21 Apr 2025UK£378.9bUK£296.2bUK£19.8b16.5x19.1x1.3x
Wed, 19 Mar 2025UK£365.0bUK£294.8bUK£19.8b16.5x18.4x1.2x
Fri, 14 Feb 2025UK£370.2bUK£296.3bUK£3.8b16.9x98.4x1.2x
Sun, 12 Jan 2025UK£402.8bUK£310.3bUK£5.4b16.6x74.9x1.3x
Tue, 10 Dec 2024UK£409.0bUK£308.8bUK£5.2b17.6x79.3x1.3x
Thu, 07 Nov 2024UK£400.4bUK£308.0bUK£4.5b17.6x88.5x1.3x
Sat, 05 Oct 2024UK£408.6bUK£306.8bUK£3.9b17.5x103.7x1.3x
Mon, 02 Sep 2024UK£411.5bUK£307.4bUK£4.0b18.6x104x1.3x
Wed, 31 Jul 2024UK£400.3bUK£312.2bUK£4.8b16.4x83.3x1.3x
Fri, 28 Jun 2024UK£385.6bUK£354.7bUK£5.8b15.6x67x1.1x
Sun, 26 May 2024UK£393.2bUK£352.3bUK£5.4b17.2x73x1.1x
Tue, 23 Apr 2024UK£371.0bUK£350.5bUK£5.6b16.4x66.3x1.1x
Thu, 21 Mar 2024UK£371.8bUK£343.5bUK£4.6b16.6x80.6x1.1x
Sat, 17 Feb 2024UK£386.3bUK£346.7bUK£5.7b17.1x68.2x1.1x
Mon, 15 Jan 2024UK£387.2bUK£363.8bUK£31.1b16.4x12.4x1.1x
Wed, 13 Dec 2023UK£382.7bUK£362.9bUK£31.1b16x12.3x1.1x
Fri, 10 Nov 2023UK£398.3bUK£362.1bUK£30.0b17x13.3x1.1x
Sun, 08 Oct 2023UK£390.0bUK£355.1bUK£29.5b15.9x13.2x1.1x
Tue, 05 Sep 2023UK£399.6bUK£353.2bUK£28.7b15.9x13.9x1.1x
Thu, 03 Aug 2023UK£406.9bUK£352.5bUK£28.3b16.3x14.4x1.2x
Sat, 01 Jul 2023UK£403.8bUK£352.5bUK£25.7b15.7x15.7x1.1x
Price to Earnings Ratio

15.7x


Total Market Cap: UK£403.8bTotal Earnings: UK£25.7bTotal Revenue: UK£352.5bTotal 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 15.5x 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 2.2% per year over the last three years,
  • Revenues have also declined 5.4% 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-1.14%
Consumer Staples0.12%
Beverage2.40%
Personal Products1.35%
Household Products0.32%
Tobacco-0.35%
Food-1.32%
Food and Staples Retail-3.19%
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 10.5%, which is higher than its past year's earnings decline of 12.6% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 21.4x.
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 decline by 4.6% 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
ULVR UnileverUK£44.541.3%
+UK£1.2b		-13.4%PE19.7x
DGE DiageoUK£15.523.0%
+UK£1.0b		-16.5%PE18.9x
CCH Coca-Cola HBCUK£46.622.1%
+UK£349.9m		21.1%PE21x
RKT Reckitt Benckiser GroupUK£46.550.3%
+UK£95.3m		-11.5%PE9.2x
PZC PZ CussonsUK£1.0312.5%
+UK£47.9m		39.3%PS0.8x

Latest News

CCH
UK£46.62
Coca-Cola HBC
7D
2.1%
1Y
21.1%
Narrative Update • Jun 22

CCH: Dividend Commitment And Execution Assumptions Will Shape Measured Return Potential

Coca-Cola HBC’s consensus analyst price target has been reduced from £47.00 to £46.00. Analysts cited updated views on valuation multiples, while core assumptions such as fair value, revenue growth, profit margin and the future P/E remain broadly unchanged.
OCDO
UK£1.74
Ocado Group
7D
-8.9%
1Y
-27.6%
Narrative Update • Jun 22

OCDO: Asda Partnership Will Support Cash Flow Turnaround And Future Rerating

Ocado Group's latest narrative update reflects a reduced analyst price target to £3.92 from £4.21, as analysts factor in lower modelled revenue growth, a thinner profit margin profile, a higher discount rate and a much higher future P/E assumption in their valuation work. What’s in the News for Ocado Group Ocado Group and Asda have agreed a partnership to develop Asda's UK online business using the Ocado Smart Platform, replacing and upgrading Asda's existing ecommerce infrastructure.
ABF
UK£18.85
Associated British Foods
7D
-0.5%
1Y
-7.4%
Narrative Update • Jun 22

ABF: Margin Resilience And Cash Generation Will Support Future Share Upside

Analysts have trimmed their price target for Associated British Foods by about £1.00, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E expectations based on recent price target cuts across the Street. Analyst Commentary on Associated British Foods Recent Street research on Associated British Foods points to a more cautious stance on valuation, with several firms trimming price targets while maintaining a range of ratings.
GNC
UK£1.94
Greencore Group
7D
-4.6%
1Y
-14.4%
Narrative Update • Jun 22

GNC: Higher Margin Outlook Will Drive Future Bullish Repricing

Analysts have held their fair value estimate for Greencore Group steady at £3.60. They cite only minor adjustments to revenue growth assumptions, profit margins and future P/E expectations as the basis for keeping the price target unchanged.
DGE
UK£15.52
Diageo
7D
3.0%
1Y
-16.5%
Narrative Update • Jun 17

DGE: Affordability Pivot And World Cup Exposure Will Support Future Cash Generation

Diageo's analyst price target has been nudged lower to £19.55 from £19.81 as analysts factor in a slightly higher discount rate and modestly lower profit margin assumptions, even as revenue growth expectations and future P/E inputs are adjusted. Analyst Commentary Recent research around Diageo highlights a mixed backdrop, with the modest trimming of the price target reflecting a balance between constructive long term views on the business and more cautious assumptions on margins and discount rates.
TATE
UK£5.54
Tate & Lyle
7D
-2.1%
1Y
4.0%
Narrative Update • Jun 17

TATE: Future Share Price Will Reflect Execution Risks Under Takeover Proposal

The analyst price target for Tate & Lyle has been revised to £5.47. This reflects updated views on softer revenue growth assumptions, a slightly higher profit margin outlook and recent changes in Street research ratings and targets.
RKT
UK£46.55
Reckitt Benckiser Group
7D
0.3%
1Y
-11.5%
TSCO
UK£4.45
Tesco
7D
-3.8%
1Y
10.5%
Narrative Update • Jun 17

TSCO: Ecosystem Strength And Buyback Programme Will Support Future Share Price Upside

Tesco’s analyst price target is nudged higher to £5.16, with analysts pointing to a refined discount rate, steady revenue growth assumptions, and only marginal adjustments to profit margin and future P/E inputs. Analyst Commentary Recent commentary on Tesco gives you a mixed but generally constructive picture, with several firms refining their view on how the company competes in a UK grocery market that analysts describe as shifting toward an ecosystem model rather than a simple price fight.
BATS
UK£45.85
British American Tobacco
7D
-0.07%
1Y
28.8%
Narrative Update • Jun 15

BATS: Future Returns Will Reflect Smokeless Transition Progress And Dividend Dependability

Analysts have raised their fair value estimate for British American Tobacco from £46.21 to £50.27. This reflects updated assumptions around discount rates, profit margins and future P/E expectations.
IMB
UK£27.62
Imperial Brands
7D
-1.7%
1Y
-4.4%
Narrative Update • Jun 11

IMB: Earnings Resilience And Cash Returns Will Support Future Upside

Analysts have trimmed the Imperial Brands fair value estimate from £41.25 to £36.50, reflecting a series of recent downgrades and lower price targets that highlight concerns over softer revenue expectations, even as profit margins and assumed future P/E move slightly more conservatively. Analyst Commentary Recent Street research has generally taken a more cautious stance on Imperial Brands, with several downgrades and lower price targets reflecting softer revenue expectations and a more conservative view on future P/E.
MKS
UK£3.64
Marks and Spencer Group
7D
-2.2%
1Y
2.4%
Narrative Update • Jun 09

MKS: Ecosystem Positioning And Execution Will Support Future Upside Potential

Analysts have nudged the fair value estimate for Marks and Spencer Group slightly higher to £4.27, while recent Street price targets have eased. This includes a £20 cut at Citi to £3.90, partly offset by new Overweight and Outperform initiations around £4.39 to £4.40 that highlight differing views on the stock's recovery potential.
APN
UK£3.04
Applied Nutrition
7D
3.4%
1Y
141.3%
ULVR
UK£44.54
Unilever
7D
1.3%
1Y
-13.4%
Narrative Update • Jun 06

ULVR: Planned Foods Combination And Innovation Hub Will Support Further Upside

Unilever's analyst price target has been trimmed by £600 to £3,700 as analysts factor in slightly higher long term earnings expectations, while also questioning how far the stock can stretch toward U.S. peer valuation levels. Analyst Commentary Recent research on Unilever points to a mixed setup, with some analysts leaning more constructive on execution and earnings potential, while others remain cautious on how far the valuation can stretch versus U.S. peers.
PXS
UK£0.013
Provexis
7D
25.0%
1Y
103.3%
Analysis Article • May 25

Is Provexis (LON:PXS) In A Good Position To Invest In Growth?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
FVA
UK£1.40
Fevara
7D
6.9%
1Y
-3.4%
PZC
UK£1.03
PZ Cussons
7D
12.5%
1Y
39.3%