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U.K. (FTSE) Retail REITs Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies4
  • 7D1.0%
  • 3M8.6%
  • 1Y20.3%
  • YTDn/a

All of the companies in the Retail REITs industry have been up over the last week, with the industry up 4.4%. In the last 12 months, the industry was up 26%. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

Has the U.K. Retail REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 14 Jan 2026UK£3.1bUK£473.4mUK£149.4m16.9x20.9x6.6x
Fri, 12 Dec 2025UK£2.9bUK£473.4mUK£149.4m15.8x19.3x6.1x
Sun, 09 Nov 2025UK£2.9bUK£442.9mUK£143.2m16.3x20.5x6.6x
Tue, 07 Oct 2025UK£5.4bUK£677.6mUK£460.8m14.5x11.7x8x
Thu, 04 Sep 2025UK£5.3bUK£675.6mUK£468.5m13.3x11.2x7.8x
Sat, 02 Aug 2025UK£5.6bUK£660.1mUK£489.9m14.3x11.4x8.5x
Mon, 30 Jun 2025UK£5.7bUK£608.9mUK£290.3m15.2x19.8x9.4x
Wed, 28 May 2025UK£5.3bUK£608.9mUK£290.3m14.3x18.4x8.8x
Fri, 25 Apr 2025UK£4.9bUK£609.7mUK£290.7m19.8x16.8x8x
Sun, 23 Mar 2025UK£4.8bUK£609.7mUK£290.7m19.4x16.5x7.9x
Tue, 18 Feb 2025UK£4.9bUK£630.4m-UK£12,138,000.0039.5x-406x7.8x
Thu, 16 Jan 2025UK£4.8bUK£630.4m-UK£12,138,000.0039.5x-399.5x7.7x
Sat, 14 Dec 2024UK£4.9bUK£631.0m-UK£12,138,000.0047.4x-407.6x7.8x
Mon, 11 Nov 2024UK£5.2bUK£697.4m-UK£20,838,000.0068.1x-249.5x7.5x
Wed, 09 Oct 2024UK£5.5bUK£697.4m-UK£20,838,000.0070.4x-262.6x7.8x
Fri, 06 Sep 2024UK£5.5bUK£695.7mUK£2.7m78.9x2049x8x
Sun, 04 Aug 2024UK£5.5bUK£695.7mUK£2.7m79.8x2023.1x7.9x
Tue, 02 Jul 2024UK£5.2bUK£670.7mUK£708.1m59.8x7.4x7.8x
Thu, 30 May 2024UK£5.3bUK£668.8mUK£681.6m36.6x7.8x7.9x
Sat, 27 Apr 2024UK£5.1bUK£672.6mUK£669.8m130.2x7.6x7.5x
Mon, 25 Mar 2024UK£5.3bUK£672.6mUK£669.8m139.6x7.8x7.8x
Wed, 21 Feb 2024UK£5.2bUK£645.9mUK£205.4m4.3x25.2x8x
Fri, 19 Jan 2024UK£6.8bUK£769.0mUK£324.5m8.9x20.8x8.8x
Sun, 17 Dec 2023UK£7.1bUK£769.0mUK£324.5m9x21.7x9.2x
Tue, 14 Nov 2023UK£6.5bUK£779.8mUK£331.2m8.6x19.7x8.4x
Thu, 12 Oct 2023UK£6.4bUK£777.3mUK£331.2m8.7x19.4x8.3x
Sat, 09 Sep 2023UK£6.5bUK£771.7mUK£315.3m8.7x20.5x8.4x
Mon, 07 Aug 2023UK£9.1bUK£847.2m-UK£362,189,000.0018.8x-25x10.7x
Wed, 05 Jul 2023UK£9.1bUK£867.8m-UK£310,689,000.0018.3x-29.2x10.5x
Fri, 02 Jun 2023UK£9.1bUK£870.5m-UK£266,592,000.0016.3x-34.3x10.5x
Sun, 30 Apr 2023UK£9.3bUK£870.5m-UK£266,592,000.0016x-35x10.7x
Tue, 28 Mar 2023UK£8.8bUK£875.6mUK£5.0m13.6x1772.2x10x
Thu, 23 Feb 2023UK£5.6bUK£756.0mUK£401.1m10.2x14x7.4x
Sat, 21 Jan 2023UK£5.3bUK£756.0mUK£401.1m10.3x13.3x7x
Price to Earnings Ratio

13.3x


Total Market Cap: UK£5.3bTotal Earnings: UK£401.1mTotal Revenue: UK£756.0mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Retail REITs Industry Price to Earnings3Y Average 69.1x202420252026
Current Industry PE
  • Investors are pessimistic on the British Retail REITs 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 21.4x which is lower than its 3-year average PE of 69.1x.
  • The 3-year average PS ratio of 8.4x is higher than the industry's current PS ratio of 6.7x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have declined 28% per year over the last three years,
  • Revenues have also declined 14% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.K. Retail REITs compare with similar industries?

GB Market0.19%
Real Estate1.72%
REITS0.27%
Retail REITs1.05%
Healthcare REITs3.25%
Industrial REITs2.29%
Office REITs1.40%
Residential REITs1.09%
Diversified REITs0.27%
Specialized REITs0%0
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
SUPR Supermarket Income REITUK£0.832.2%
+UK£22.4m		24.0%PB0.9x
HMSO HammersonUK£3.360.5%
+UK£9.5m		22.1%PB1x
NRR NewRiver REITUK£0.700.1%
+UK£427.3k		0.7%PB0.7x

Latest News

SUPR
UK£0.83
Supermarket Income REIT
7D
2.2%
1Y
24.0%
HMSO
UK£3.36
Hammerson
7D
0.5%
1Y
22.1%

HMSO: Medium Term Guidance And Rental Income Outlook Will Define Risk Reward

Analysts have nudged their fair value estimate for Hammerson slightly higher to £3.30 from about £3.27, citing small adjustments to discount rate assumptions and a modestly higher future P/E multiple in their models. What's in the News Hammerson issued financial guidance for 2026 and 2027, indicating that management expects the full effect of past repositionings and acquisitions to be reflected in these years.
NRR
UK£0.70
NewRiver REIT
7D
0.1%
1Y
0.7%