It’s a stock picker’s market: The Consumer sector may be out of fashion at present, but the evidence suggests that individual companies can beat the trend and those that do not are being increasingly scrutinised for recovery as well as take-over potential. The post-Christmas trading update season has been better than the market expected, with the ratio of the upgrades to downgrades running at 16:7 for Consumer trading updates to end-Thursday 5 February, with 67% of the announcements guiding to n ....
06 Feb 2026
Consumer - Cavendish sector note
AEP Plantations Plc (AEP:LON), 1,462 | Applied Nutrition PLC (APN:LON), 230 | Bow Street Group plc. (BOW:LON), 0.4 | Everyman Media Group PLC (EMAN:LON), 27.5 | Focusrite PLC (TUNE:LON), 248 | Hollywood Bowl Group Plc (BOWL:LON), 257 | Kitwave Group PLC (KITW:LON), 298 | M.P. Evans Group PLC (MPE:LON), 1,310 | Marks Electrical Group Plc (MRK:LON), 46.5 | Mothercare plc (MTC:LON), 1.8 | Revolution Beauty Group plc (REVB:LON), 3.9 | Tandem Group plc (TND:LON), 185 | Beauty Tech Group Plc (TBTG:LON), 314 | Tortilla Mexican Grill Ltd. (MEX:LON), 57.5 | Ultimate Products PLC (ULTP:LON), 56.8 | Venture Life Group Plc (VLG:LON), 70.5 | Virgin Wines UK PLC (VINO:LON), 60.0 | Warpaint London PLC (W7L:LON), 198 | XP Factory PLC (XPF:LON), 14.0 | Zambeef Products PLC (ZAM:LON), 4.4
Sign up to access
Get access to our full offering from over 100 providers
Get access to our full offering from over 100 providers
Consumer - Cavendish sector note
AEP Plantations Plc (AEP:LON), 1,462 | Applied Nutrition PLC (APN:LON), 230 | Bow Street Group plc. (BOW:LON), 0.4 | Everyman Media Group PLC (EMAN:LON), 27.5 | Focusrite PLC (TUNE:LON), 248 | Hollywood Bowl Group Plc (BOWL:LON), 257 | Kitwave Group PLC (KITW:LON), 298 | M.P. Evans Group PLC (MPE:LON), 1,310 | Marks Electrical Group Plc (MRK:LON), 46.5 | Mothercare plc (MTC:LON), 1.8 | Revolution Beauty Group plc (REVB:LON), 3.9 | Tandem Group plc (TND:LON), 185 | Beauty Tech Group Plc (TBTG:LON), 314 | Tortilla Mexican Grill Ltd. (MEX:LON), 57.5 | Ultimate Products PLC (ULTP:LON), 56.8 | Venture Life Group Plc (VLG:LON), 70.5 | Virgin Wines UK PLC (VINO:LON), 60.0 | Warpaint London PLC (W7L:LON), 198 | XP Factory PLC (XPF:LON), 14.0 | Zambeef Products PLC (ZAM:LON), 4.4
- Published:
06 Feb 2026 -
Author:
Chris Donnellan | Peter Renton | Kimberley Carstens | Andrew Renton | Nigel Parson | Milo Bussell -
Pages:
37 -
It’s a stock picker’s market: The Consumer sector may be out of fashion at present, but the evidence suggests that individual companies can beat the trend and those that do not are being increasingly scrutinised for recovery as well as take-over potential. The post-Christmas trading update season has been better than the market expected, with the ratio of the upgrades to downgrades running at 16:7 for Consumer trading updates to end-Thursday 5 February, with 67% of the announcements guiding to n ....