Retailers index suffered a sharp de-rating amid inflation fears, valuations in the UK consumer sector remain subdued, even as signs of a potential rebound emerge.All-Share Retail index earnings per share are up 23% over the past two years, while the 12-month forward P/E has risen from a low of c9x in September 2022 to 11.5x currently.
Key themes shaping the sector include supply-chain resilience, cost pressures, artificial intelligence adoption, mergers and acquisitions, and evolving routes to market. Analysts expect these dynamics to continue driving sector consolidation, favouring firms with scale and financial strength.
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