Header cover image

U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedMay 09, 2024
DataAggregated Company Financials
Companies30
  • 7D2.5%
  • 3M5.5%
  • 1Y-16.2%
  • YTD-12.7%

Over the last 7 days, the Specialty Stores industry has risen 2.5%, driven by gains from Kingfisher of 5.2%. During this same period, the Watches of Switzerland Group underperformed, falling 5.8%. However, the industry is down 16% over the past year. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the U.K. Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 May 2024UK£24.6bUK£63.5bUK£1.3b15.3x19.3x0.4x
Sun, 07 Apr 2024UK£25.6bUK£67.7bUK£1.4b14.4x18.1x0.4x
Tue, 05 Mar 2024UK£25.1bUK£67.9bUK£1.4b15.3x17.9x0.4x
Thu, 01 Feb 2024UK£27.5bUK£82.4bUK£1.6b14.1x17.1x0.3x
Sat, 30 Dec 2023UK£32.3bUK£82.7bUK£1.6b14.6x20.1x0.4x
Mon, 27 Nov 2023UK£29.9bUK£82.7bUK£1.1b13.4x27.7x0.4x
Wed, 25 Oct 2023UK£27.7bUK£83.1bUK£1.0b11.4x26.5x0.3x
Fri, 22 Sep 2023UK£29.9bUK£82.6bUK£1.1b12.8x28.3x0.4x
Sun, 20 Aug 2023UK£30.5bUK£82.6bUK£1.2b11.9x26.1x0.4x
Tue, 18 Jul 2023UK£30.6bUK£82.2bUK£993.8m12x30.8x0.4x
Thu, 15 Jun 2023UK£30.4bUK£82.5bUK£912.4m10.3x33.3x0.4x
Sat, 13 May 2023UK£33.0bUK£81.6bUK£1.2b10.8x27.4x0.4x
Mon, 10 Apr 2023UK£32.3bUK£81.2bUK£1.4b11x23.3x0.4x
Wed, 08 Mar 2023UK£32.9bUK£72.0bUK£1.8b11.4x18.6x0.5x
Fri, 03 Feb 2023UK£33.6bUK£72.0bUK£1.8b11.5x18.7x0.5x
Sun, 01 Jan 2023UK£27.2bUK£71.9bUK£1.8b9.6x15x0.4x
Tue, 29 Nov 2022UK£28.7bUK£71.7bUK£2.3b9x12.2x0.4x
Thu, 27 Oct 2022UK£24.5bUK£69.9bUK£2.3b6.5x10.8x0.4x
Sat, 24 Sep 2022UK£25.3bUK£69.3bUK£2.3b7.8x11.2x0.4x
Mon, 22 Aug 2022UK£27.5bUK£68.8bUK£2.5b8.1x11.2x0.4x
Wed, 20 Jul 2022UK£27.0bUK£68.2bUK£2.1b8x12.6x0.4x
Fri, 17 Jun 2022UK£25.0bUK£66.8bUK£2.1b8x12x0.4x
Sun, 15 May 2022UK£28.6bUK£66.4bUK£2.1b9.2x13.7x0.4x
Tue, 12 Apr 2022UK£30.3bUK£65.4bUK£2.0b10.2x15.1x0.5x
Thu, 10 Mar 2022UK£30.7bUK£65.9bUK£2.0b9.9x15.4x0.5x
Sat, 05 Feb 2022UK£35.6bUK£65.0bUK£2.0b11.3x18.1x0.5x
Mon, 03 Jan 2022UK£39.4bUK£65.2bUK£1.9b12x20.4x0.6x
Wed, 01 Dec 2021UK£28.9bUK£64.7bUK£1.8b10.4x15.8x0.4x
Fri, 29 Oct 2021UK£37.3bUK£64.3bUK£1.6b10.1x24x0.6x
Sun, 26 Sep 2021UK£38.7bUK£63.6bUK£1.5b11.7x26.5x0.6x
Tue, 24 Aug 2021UK£37.5bUK£60.0bUK£825.7m13.8x45.4x0.6x
Wed, 30 Jun 2021UK£36.0bUK£60.0bUK£825.7m16x43.6x0.6x
Price to Earnings Ratio

49x


Total Market Cap: UK£36.1bTotal Earnings: UK£737.9mTotal Revenue: UK£59.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 22.7x202220232024
Current Industry PE
  • Investors are pessimistic on the British Specialty Retail 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 19.3x which is lower than its 3-year average PE of 22.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.46x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 2.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market2.66%
Consumer Discretionary3.84%
Specialty Stores2.49%
Apparel Retail3.41%
Automotive Retail3.10%
Home Improvement Retail2.85%
Home Furnishing Retail2.48%
Specialty Stores2.43%
Computer and Electronics Retail0.69%
Industry PE
  • Investors are most optimistic about the Computer and Electronics Retail industry which is trading above its 3-year average PE ratio of 12.5x.
    • Analysts are expecting annual earnings growth of 22.0% and investors are willing to pay a premium for that growth.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 81% over the next 5 years.
  • This is better than its past earnings growth rate of 22% per year.
  • In contrast, the Automotive Retail industry is expected to see its earnings grow by 9.7% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
JD. JD Sports FashionUK£1.205.6%
+UK£329.1m		-28.7%PE31.5x
KGF KingfisherUK£2.585.7%
+UK£257.0m		1.8%PE13.9x
FRAS Frasers GroupUK£8.363.8%
+UK£132.0m		7.0%PE6.8x
DNLM Dunelm GroupUK£10.202.3%
+UK£46.5m		-12.0%PE13.8x
PETS Pets at Home GroupUK£2.971.6%
+UK£22.2m		-24.9%PE16.6x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

WOSG

UK£3.37

Watches of Switzerland Group

7D

-2.4%

1Y

-56.4%

KGF

UK£2.58

Kingfisher

7D

5.7%

1Y

1.8%

WIX

UK£1.44

Wickes Group

7D

2.4%

1Y

5.1%

PETS

UK£2.97

Pets at Home Group

7D

1.6%

1Y

-24.9%

Pets at Home Group (LON:PETS) Is Looking To Continue Growing Its Returns On Capital

May 03
Pets at Home Group (LON:PETS) Is Looking To Continue Growing Its Returns On Capital

MOON

UK£1.54

Moonpig Group

7D

-0.6%

1Y

16.2%

JD.

UK£1.20

JD Sports Fashion

7D

5.6%

1Y

-28.7%

FRAS

UK£8.36

Frasers Group

7D

3.8%

1Y

7.0%

There's No Escaping Frasers Group Plc's (LON:FRAS) Muted Earnings

May 01
There's No Escaping Frasers Group Plc's (LON:FRAS) Muted Earnings

BOO

UK£0.34

boohoo group

7D

1.9%

1Y

-13.8%

CARD

UK£1.03

Card Factory

7D

-1.3%

1Y

-0.2%

SMWH

UK£10.90

WH Smith

7D

-0.2%

1Y

-33.3%

WH Smith (LON:SMWH) Will Pay A Dividend Of £0.11

Apr 28
WH Smith (LON:SMWH) Will Pay A Dividend Of £0.11

CURY

UK£0.62

Currys

7D

-0.6%

1Y

9.8%

VTU

UK£0.75

Vertu Motors

7D

6.8%

1Y

27.6%

DNLM

UK£10.20

Dunelm Group

7D

2.3%

1Y

-12.0%

Investors Should Be Encouraged By Dunelm Group's (LON:DNLM) Returns On Capital

Apr 19
Investors Should Be Encouraged By Dunelm Group's (LON:DNLM) Returns On Capital

MTC

UK£0.062

Mothercare

7D

-2.4%

1Y

-6.1%

SHOE

UK£1.77

Shoe Zone

7D

-8.1%

1Y

-27.0%

AO.

UK£1.05

AO World

7D

-1.7%

1Y

37.0%