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

U.K. (FTSE) Retail REITs Industry Analysis

UpdatedAug 15, 2025
DataAggregated Company Financials
Companies5
  • 7D-1.5%
  • 3M5.4%
  • 1Y3.5%
  • YTD15.3%

Over the last 7 days, the Retail REITs industry has dropped 2.2%, driven by a pullback from Shaftesbury Capital of 3.0%. In the past year, the industry has gained 4.6%. As for the next few years, earnings are expected to grow by 6.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 Aug 2025UK£5.7bUK£675.6mUK£468.5m14.7x12.1x8.4x
Sun, 13 Jul 2025UK£5.5bUK£635.6mUK£300.2m14.4x18.3x8.6x
Tue, 10 Jun 2025UK£5.5bUK£608.9mUK£290.3m14.9x18.9x9x
Thu, 08 May 2025UK£5.2bUK£608.9mUK£290.3m14.3x17.9x8.6x
Sat, 05 Apr 2025UK£4.6bUK£609.7mUK£290.7m18.1x15.8x7.5x
Mon, 03 Mar 2025UK£4.8bUK£604.4mUK£200.0m23.7x23.9x7.9x
Wed, 29 Jan 2025UK£4.8bUK£630.4m-UK£12,138,000.0039.5x-391.4x7.5x
Fri, 27 Dec 2024UK£4.9bUK£630.4m-UK£12,138,000.0047.4x-401.7x7.7x
Sun, 24 Nov 2024UK£5.1bUK£697.4m-UK£20,838,000.0067.3x-247.1x7.4x
Tue, 22 Oct 2024UK£5.5bUK£697.4m-UK£20,838,000.0070.4x-264.4x7.9x
Thu, 19 Sep 2024UK£5.6bUK£695.7mUK£2.7m78.2x2069.7x8x
Sat, 17 Aug 2024UK£5.4bUK£695.7mUK£2.7m79.1x1993.7x7.7x
Mon, 15 Jul 2024UK£5.5bUK£670.7mUK£708.1m60.9x7.8x8.2x
Wed, 12 Jun 2024UK£5.1bUK£668.8mUK£681.6m37.7x7.5x7.7x
Fri, 10 May 2024UK£5.3bUK£668.8mUK£681.6m30.5x7.8x7.9x
Sun, 07 Apr 2024UK£5.2bUK£672.6mUK£669.8m135.7x7.8x7.8x
Tue, 05 Mar 2024UK£5.1bUK£684.8mUK£521.4m3.3x9.8x7.4x
Thu, 01 Feb 2024UK£5.3bUK£645.9mUK£205.4m4.3x25.9x8.2x
Sat, 30 Dec 2023UK£5.6bUK£645.9mUK£205.4m4.5x27.1x8.6x
Mon, 27 Nov 2023UK£5.0bUK£645.9mUK£205.4m3.8x24.4x7.8x
Wed, 25 Oct 2023UK£4.5bUK£656.7mUK£212.1m3.5x21.1x6.8x
Fri, 22 Sep 2023UK£5.0bUK£656.7mUK£212.6m3.9x23.4x7.6x
Sun, 20 Aug 2023UK£4.8bUK£648.4mUK£196.2m3.9x24.6x7.4x
Tue, 18 Jul 2023UK£4.6bUK£657.1m-UK£217,989,000.0017.9x-21.3x7.1x
Thu, 15 Jun 2023UK£5.0bUK£657.0m-UK£217,989,000.0018.6x-22.8x7.6x
Sat, 13 May 2023UK£4.9bUK£659.8m-UK£173,892,000.0018.2x-28.1x7.4x
Mon, 10 Apr 2023UK£5.0bUK£659.8m-UK£173,892,000.0018.5x-28.9x7.6x
Price to Earnings Ratio

48.2x


Total Market Cap: UK£4.7bTotal Earnings: UK£97.7mTotal Revenue: UK£664.9mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Retail REITs Industry Price to Earnings3Y Average 59.8x20242025
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 12.2x which is lower than its 3-year average PE of 59.8x.
  • The industry is trading close to its 3-year average PS ratio of 7.8x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 69% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.K. Real Estate industry?

GB Market0.86%
Real Estate-1.65%
Retail REITs-1.46%
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£0.811.4%
+UK£13.7m		7.8%PB0.9x
NRR NewRiver REITUK£0.742.8%
+UK£9.5m		-9.9%PB0.7x

Latest News

NRR
UK£0.74
NewRiver REIT
7D
2.8%
1Y
-9.9%
SHC
UK£1.53
Shaftesbury Capital
7D
-3.0%
1Y
4.1%
HMSO
UK£2.96
Hammerson
7D
-1.4%
1Y
3.4%
ALNA
UK£0.07
Alina Holdings
7D
-4.1%
1Y
-13.1%
SUPR
UK£0.81
Supermarket Income REIT
7D
1.4%
1Y
7.8%