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

U.K. (FTSE) Consumer Staples Sector Analysis

UpdatedJul 13, 2026
DataAggregated Company Financials
Companies51
  • 7D-0.3%
  • 3M4.1%
  • 1Y-0.1%
  • YTD-1.1%

In the last week, the Consumer Staples industry is flat overall, with British American Tobacco standing out by going down 3.4%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 6.9% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Jul 2026UK£377.8bUK£297.5bUK£23.9b16.8x15.8x1.3x
Wed, 10 Jun 2026UK£364.5bUK£297.9bUK£24.1b16.4x15.1x1.2x
Fri, 08 May 2026UK£368.9bUK£294.9bUK£24.2b17.2x15.3x1.3x
Sun, 05 Apr 2026UK£367.3bUK£290.8bUK£24.1b16.3x15.2x1.3x
Tue, 03 Mar 2026UK£424.0bUK£291.2bUK£22.2b19.8x19.1x1.5x
Thu, 29 Jan 2026UK£388.7bUK£298.0bUK£17.3b18.6x22.5x1.3x
Sat, 27 Dec 2025UK£388.2bUK£301.0bUK£17.4b18.3x22.3x1.3x
Mon, 24 Nov 2025UK£400.0bUK£301.6bUK£17.4b17.3x22.9x1.3x
Wed, 22 Oct 2025UK£393.6bUK£298.1bUK£18.4b17.9x21.4x1.3x
Fri, 19 Sep 2025UK£393.2bUK£296.8bUK£18.4b18.3x21.3x1.3x
Sun, 17 Aug 2025UK£400.9bUK£296.2bUK£18.3b19.2x21.8x1.4x
Tue, 15 Jul 2025UK£385.5bUK£297.5bUK£19.6b19.3x19.7x1.3x
Thu, 12 Jun 2025UK£383.1bUK£296.1bUK£19.6b20.1x19.6x1.3x
Sat, 10 May 2025UK£379.5bUK£295.3bUK£19.8b17.7x19.2x1.3x
Mon, 07 Apr 2025UK£367.8bUK£295.6bUK£19.9b16x18.5x1.2x
Wed, 05 Mar 2025UK£375.1bUK£294.2bUK£19.9b16.9x18.8x1.3x
Fri, 31 Jan 2025UK£415.1bUK£307.9bUK£5.2b16.9x80.2x1.3x
Sun, 29 Dec 2024UK£407.4bUK£309.1bUK£5.2b17.8x78.2x1.3x
Tue, 26 Nov 2024UK£409.9bUK£309.2bUK£5.2b17.1x78.4x1.3x
Thu, 24 Oct 2024UK£406.5bUK£307.8bUK£4.1b17.7x98.7x1.3x
Sat, 21 Sep 2024UK£410.0bUK£306.7bUK£3.9b17.2x104.9x1.3x
Mon, 19 Aug 2024UK£402.4bUK£308.4bUK£4.1b18.4x99x1.3x
Wed, 17 Jul 2024UK£388.8bUK£350.1bUK£5.1b15.8x76.4x1.1x
Fri, 14 Jun 2024UK£389.2bUK£356.3bUK£5.6b16.3x69.3x1.1x
Sun, 12 May 2024UK£396.6bUK£351.1bUK£5.7b17.1x69.3x1.1x
Tue, 09 Apr 2024UK£370.5bUK£344.1bUK£4.7b16.8x78.8x1.1x
Thu, 07 Mar 2024UK£375.2bUK£344.5bUK£4.6b16.7x80.8x1.1x
Sat, 03 Feb 2024UK£389.0bUK£362.3bUK£30.7b15.9x12.7x1.1x
Mon, 01 Jan 2024UK£384.8bUK£363.8bUK£31.2b16.5x12.4x1.1x
Wed, 29 Nov 2023UK£386.1bUK£363.9bUK£31.2b16.7x12.4x1.1x
Fri, 27 Oct 2023UK£386.2bUK£357.5bUK£29.6b16.3x13x1.1x
Sun, 24 Sep 2023UK£303.4bUK£354.9bUK£28.9b18.8x10.5x0.9x
Tue, 22 Aug 2023UK£397.2bUK£353.2bUK£28.7b15.3x13.8x1.1x
Thu, 20 Jul 2023UK£406.8bUK£352.6bUK£25.7b16.3x15.8x1.2x
Price to Earnings Ratio

15.8x


Total Market Cap: UK£406.8bTotal Earnings: UK£25.7bTotal Revenue: UK£352.6bTotal 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 15.8x 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 2.4% 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 Market-1.38%
Consumer Staples-0.26%
Food2.57%
Food and Staples Retail1.82%
Personal Products0.91%
Beverage-0.13%
Household Products-1.36%
Tobacco-2.38%
Industry PE
  • Investors are most optimistic about the Food and Staples Retail industry which is trading above 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 1.6% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 21.2x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 11% 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 decline by 4.5% 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
DGE DiageoUK£15.472.3%
+UK£778.3m		-18.1%PE19.1x
ABF Associated British FoodsUK£20.045.6%
+UK£738.3m		-4.0%PE14.8x
ULVR UnileverUK£45.840.6%
+UK£572.9m		-10.3%PE20.4x
TSCO TescoUK£4.681.9%
+UK£542.2m		14.2%PE16.3x
SBRY J SainsburyUK£3.443.8%
+UK£277.9m		21.3%PE18.5x

Latest News

MKS
UK£3.71
Marks and Spencer Group
7D
-3.4%
1Y
12.0%
TSCO
UK£4.68
Tesco
7D
1.9%
1Y
14.2%
CWK
UK£55.60
Cranswick
7D
-0.4%
1Y
5.3%
APN
UK£3.31
Applied Nutrition
7D
5.8%
1Y
162.3%
Narrative Update • Jul 10

APN: FY26 Revenue Guidance Upgrade Will Support A Measured Outlook

Analysts have raised their price target on Applied Nutrition to £3.40 from £2.95, reflecting updated assumptions for revenue growth, profit margins, the discount rate and future P/E estimates. What’s in the News for Applied Nutrition Applied Nutrition issued updated earnings guidance for the financial year ending 31 July 2026, indicating expectations for FY26 revenue of approximately £148 million.
ULVR
UK£45.84
Unilever
7D
0.6%
1Y
-10.3%
Narrative Update • Jul 08

ULVR: Mid Term Volume And Margin Pressures Will Likely Cap Shares

Unilever's analyst price target has edged up by £100 to £3,800, as analysts point to improving revenue growth and slightly stronger profit margins, while still flagging risks to mid term volumes and valuation. Analyst Commentary Recent research on Unilever reflects a mixed backdrop, with the latest price target move to £3,800 framed within ongoing concerns about volume momentum, margin delivery and how the stock is valued relative to peers.
OCDO
UK£1.75
Ocado Group
7D
-4.6%
1Y
-24.7%
DGE
UK£15.47
Diageo
7D
2.3%
1Y
-18.1%
CCH
UK£49.20
Coca-Cola HBC
7D
-2.1%
1Y
24.4%
Narrative Update • Jul 07

CCH: Higher Dividend And Revised Assumptions Will Support Future Confidence

Coca-Cola HBC's analyst price targets have moved higher toward a range of about £50 to £56 per share, with analysts citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as key drivers of the revised fair value estimate. Analyst Commentary Recent research on Coca-Cola HBC reflects a more constructive tone, with bullish analysts lifting price targets into a tighter band that aligns with the updated fair value range of about £50 to £56 per share.
ABF
UK£20.04
Associated British Foods
7D
5.6%
1Y
-4.0%
Narrative Update • Jul 06

ABF: Repeated Downgrades And Higher Discount Rate Will Restrain Future Returns

Associated British Foods' updated analyst price target narrative reflects a modest fair value trim of about £0.41 per share, with analysts citing slightly higher discount rates, steady revenue growth and margin expectations, and a lower assumed future P/E. Analyst Commentary Recent Street research on Associated British Foods points to a series of cautious adjustments, with several bearish analysts trimming price targets and flagging risks around valuation, execution, and the durability of growth assumptions.
GNC
UK£2.06
Greencore Group
7D
2.5%
1Y
-12.1%
Narrative Update • Jul 06

GNC: Higher Future P/E Assumptions Will Drive Value Re Rating

Analysts have raised their price target for Greencore Group from £2.93 to £3.13, citing revised assumptions on growth, margins and a higher future P/E multiple as the main drivers of the change. What’s in the News for Greencore Group Analysts have adjusted their assumptions on Greencore Group’s growth profile, which feeds directly into the newly updated price target.
SBRY
UK£3.44
J Sainsbury
7D
3.8%
1Y
21.3%
BATS
UK£43.81
British American Tobacco
7D
-4.4%
1Y
13.8%
IMB
UK£26.79
Imperial Brands
7D
-2.5%
1Y
-9.6%
RKT
UK£50.22
Reckitt Benckiser Group
7D
-1.3%
1Y
-4.4%
Narrative Update • Jun 24

RKT: Future Returns Will Rely On Resilient Margins And Share Repurchases

Reckitt Benckiser Group’s analyst fair value estimate has edged down slightly, in line with a series of recent price target trims that include Morgan Stanley’s move from £62.00 to £58.00 and Citi’s £8.00 reduction, as analysts reassess assumptions while broadly maintaining a constructive stance on the stock. Analyst Commentary Recent research on Reckitt Benckiser Group has centered on adjustments to price targets and ratings, giving you a clearer picture of how the Street is weighing valuation support against execution risks.
W7L
UK£1.88
Warpaint London
7D
-9.6%
1Y
-55.8%
MPE
UK£15.86
M.P. Evans Group
7D
4.6%
1Y
28.9%
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.