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U.K. (FTSE) Food Retail Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies7
  • 7D5.8%
  • 3M7.7%
  • 1Y29.3%
  • YTDn/a

Over the last 7 days, the Food Retail industry has risen 5.8%, driven by gains from Tesco of 6.0%. This means that the industry has gained 29% over the past year. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026UK£47.5bUK£121.5bUK£1.6b20.3x29.7x0.4x
Tue, 03 Mar 2026UK£48.2bUK£121.5bUK£1.6b20.8x30.1x0.4x
Thu, 29 Jan 2026UK£43.4bUK£121.4bUK£1.6b20.8x26.5x0.4x
Sat, 27 Dec 2025UK£43.8bUK£121.4bUK£1.6b21.4x26.8x0.4x
Mon, 24 Nov 2025UK£44.8bUK£121.4bUK£1.6b19.1x27.4x0.4x
Wed, 22 Oct 2025UK£46.5bUK£119.4bUK£1.9b18.1x24.4x0.4x
Fri, 19 Sep 2025UK£44.6bUK£118.2bUK£2.0b17.6x22.6x0.4x
Sun, 17 Aug 2025UK£43.8bUK£118.2bUK£2.0b16.8x22.2x0.4x
Tue, 15 Jul 2025UK£42.0bUK£118.1bUK£2.0b16.8x20.9x0.4x
Thu, 12 Jun 2025UK£41.6bUK£118.1bUK£2.0b16.7x20.7x0.4x
Sat, 10 May 2025UK£41.1bUK£117.7bUK£2.2b15.7x18.6x0.3x
Mon, 07 Apr 2025UK£38.1bUK£117.2bUK£2.3b14.5x16.8x0.3x
Wed, 05 Mar 2025UK£41.4bUK£117.2bUK£2.3b15.8x18.3x0.4x
Fri, 31 Jan 2025UK£39.9bUK£119.0bUK£2.4b13.6x17x0.3x
Sun, 29 Dec 2024UK£41.1bUK£119.0bUK£2.4b15.1x17.5x0.3x
Tue, 26 Nov 2024UK£40.0bUK£118.6bUK£2.3b15.2x17.3x0.3x
Thu, 24 Oct 2024UK£41.2bUK£118.3bUK£2.2b15.9x18.4x0.3x
Sat, 21 Sep 2024UK£41.9bUK£117.3bUK£2.1b17.3x20x0.4x
Mon, 19 Aug 2024UK£39.6bUK£117.3bUK£2.1b15.4x19x0.3x
Wed, 17 Jul 2024UK£43.4bUK£154.9bUK£3.0b15x14.5x0.3x
Fri, 14 Jun 2024UK£42.0bUK£154.9bUK£3.0b14.3x14x0.3x
Sun, 12 May 2024UK£42.7bUK£148.7bUK£2.7b14.3x16.1x0.3x
Tue, 09 Apr 2024UK£41.1bUK£147.3bUK£2.3b14.3x18.1x0.3x
Thu, 07 Mar 2024UK£39.6bUK£148.0bUK£2.3b13.7x17.4x0.3x
Sat, 03 Feb 2024UK£40.7bUK£147.7bUK£2.1b14.2x19.3x0.3x
Mon, 01 Jan 2024UK£43.9bUK£148.3bUK£2.1b14.2x20.6x0.3x
Wed, 29 Nov 2023UK£40.5bUK£148.4bUK£2.1b12.8x18.9x0.3x
Fri, 27 Oct 2023UK£36.9bUK£143.9bUK£2.1b12.7x17.9x0.3x
Sun, 24 Sep 2023UK£39.3bUK£141.8bUK£1.4b14.2x28.5x0.3x
Tue, 22 Aug 2023UK£38.1bUK£141.1bUK£1.4b14.2x26.9x0.3x
Thu, 20 Jul 2023UK£34.8bUK£141.7bUK£1.4b14.2x24.4x0.2x
Sat, 17 Jun 2023UK£35.2bUK£144.3bUK£1.5b10.8x23.5x0.2x
Mon, 15 May 2023UK£37.1bUK£146.3bUK£1.5b10.5x24.7x0.3x
Wed, 12 Apr 2023UK£36.7bUK£140.1bUK£2.0b11.1x18.8x0.3x
Price to Earnings Ratio

18.8x


Total Market Cap: UK£36.7bTotal Earnings: UK£2.0bTotal Revenue: UK£140.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Food Retail Industry Price to Earnings3Y Average 21.1x202420252026
Current Industry PE
  • Investors are optimistic on the British Food Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 29.7x which is higher than its 3-year average PE of 21.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.32x.
Past Earnings Growth
  • The earnings for companies in the Food Retail industry have declined 6.4% per year over the last three years,
  • Revenues have also declined 4.6% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

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

GB Market4.54%
Consumer Staples-0.56%
Food and Staples Retail5.79%
Food Retail5.80%
Big Box Super Stores0%0
Food Distributors-1.62%
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
TSCO TescoUK£4.876.0%
+UK£1.7b		43.2%PE20.3x
MKS Marks and Spencer GroupUK£3.548.6%
+UK£567.8m		-2.5%PE361.9x
SBRY J SainsburyUK£3.474.5%
+UK£330.5m		46.2%PE18x
WINE Naked WinesUK£0.750.8%
+UK£360.7k		2.5%PS0.2x

Latest News

OCDO
UK£1.82
Ocado Group
7D
-2.0%
1Y
-35.9%

OCDO: Higher Future P/E Multiple Will Support Renewed Upside Potential

Analysts have updated their price target for Ocado Group to reflect revised assumptions on discount rate, revenue growth, profit margin and future P/E. The new target remains at £2.68, unchanged from the prior £2.68, indicating a stable view of fair value despite the refreshed inputs.
VINO
UK£0.49
Virgin Wines UK
7D
-3.9%
1Y
8.8%
SBRY
UK£3.47
J Sainsbury
7D
4.5%
1Y
46.2%

SBRY: Future Returns Will Hinge On Tight P/E As Views Stay Balanced

The analyst price target for J Sainsbury has been raised to £3.52 from £3.49, with analysts citing updated assumptions on fair value, revenue growth and future P/E to support the change. Analyst Commentary Recent research updates show analysts fine tuning their outlook on J Sainsbury, with modest price target changes tied to revised fair value work, assumptions on revenue progression and expectations for the shares P/E multiple.
TSCO
UK£4.87
Tesco
7D
6.0%
1Y
43.2%

TSCO: Execution On Margins And P E Assumptions Will Guide Future Returns

Tesco's analyst price target has been adjusted to £4.86 from £4.81. Analysts cite updated fair value estimates, a slightly higher assumed P/E multiple, and refined views on revenue growth and profit margin as drivers of the change.
MKS
UK£3.54
Marks and Spencer Group
7D
8.6%
1Y
-2.5%

MKS: Refined Cash Flow Assumptions Will Support Future Upside From Tight Range

Analysts have nudged their fair value assumptions only slightly while trimming the average price target on Marks and Spencer Group to around £4.35 to £4.15, reflecting small tweaks to discount rate, revenue growth and profit margin assumptions in recent Citi and Berenberg research. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent price targets in the £4.15 to £4.35 range still sit meaningfully above current fair value assumptions, which they see as compatible with an appealing risk reward profile.
WINE
UK£0.75
Naked Wines
7D
0.8%
1Y
2.5%