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Australian (ASX) Specialty Stores Industry Analysis
UpdatedJan 31, 2025
DataAggregated Company Financials
Companies26
- 7D0.3%
- 3M4.6%
- 1Y17.4%
- YTD-1.9%
Last week, the Specialty Stores industry hasn't moved much but JB Hi-Fi is up 3.5% in that time. The past year has been better, since the industry has gained 17% in that time. As for the next few years, earnings are expected to grow by 7.8% per annum.
Industry Valuation and Performance
Has the Australian Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Feb 2025 | AU$33.3b | AU$38.5b | AU$1.6b | 17.1x | 20.3x | 0.9x |
| Mon, 30 Dec 2024 | AU$34.4b | AU$38.5b | AU$1.6b | 18.6x | 21x | 0.9x |
| Wed, 27 Nov 2024 | AU$32.6b | AU$38.5b | AU$1.6b | 17.3x | 19.9x | 0.8x |
| Fri, 25 Oct 2024 | AU$32.3b | AU$38.5b | AU$1.6b | 17.8x | 19.7x | 0.8x |
| Sun, 22 Sep 2024 | AU$33.1b | AU$38.5b | AU$1.7b | 17.2x | 20x | 0.9x |
| Tue, 20 Aug 2024 | AU$32.2b | AU$37.4b | AU$1.7b | 16.9x | 18.6x | 0.9x |
| Thu, 18 Jul 2024 | AU$29.1b | AU$37.3b | AU$1.8b | 15.4x | 16.6x | 0.8x |
| Sat, 15 Jun 2024 | AU$28.2b | AU$37.3b | AU$1.8b | 14.1x | 16x | 0.8x |
| Mon, 13 May 2024 | AU$28.8b | AU$37.3b | AU$1.8b | 14.6x | 16.4x | 0.8x |
| Wed, 10 Apr 2024 | AU$31.5b | AU$37.3b | AU$1.8b | 15.1x | 17.9x | 0.8x |
| Fri, 08 Mar 2024 | AU$30.8b | AU$37.3b | AU$1.8b | 14x | 17.6x | 0.8x |
| Sun, 04 Feb 2024 | AU$28.8b | AU$36.7b | AU$1.9b | 12.5x | 15.2x | 0.8x |
| Tue, 02 Jan 2024 | AU$28.3b | AU$36.7b | AU$1.9b | 11.7x | 14.9x | 0.8x |
| Thu, 30 Nov 2023 | AU$25.2b | AU$36.7b | AU$1.9b | 11.2x | 13.3x | 0.7x |
| Sat, 28 Oct 2023 | AU$23.5b | AU$36.7b | AU$1.9b | 10.8x | 12.4x | 0.6x |
| Mon, 25 Sep 2023 | AU$24.7b | AU$36.7b | AU$1.9b | 10.6x | 12.8x | 0.7x |
| Wed, 23 Aug 2023 | AU$25.5b | AU$35.9b | AU$1.9b | 10.8x | 13.1x | 0.7x |
| Fri, 21 Jul 2023 | AU$24.2b | AU$35.7b | AU$2.0b | 9.1x | 11.9x | 0.7x |
| Sun, 18 Jun 2023 | AU$22.2b | AU$35.7b | AU$2.0b | 8.1x | 10.9x | 0.6x |
| Tue, 16 May 2023 | AU$25.5b | AU$35.7b | AU$2.0b | 9.1x | 12.5x | 0.7x |
| Thu, 13 Apr 2023 | AU$25.6b | AU$35.7b | AU$2.0b | 8.7x | 12.6x | 0.7x |
| Sat, 11 Mar 2023 | AU$24.0b | AU$34.4b | AU$2.1b | 8.3x | 11.4x | 0.7x |
| Mon, 06 Feb 2023 | AU$24.7b | AU$32.3b | AU$1.9b | 10.9x | 12.8x | 0.8x |
| Wed, 04 Jan 2023 | AU$21.9b | AU$32.3b | AU$1.9b | 9.2x | 11.3x | 0.7x |
| Fri, 02 Dec 2022 | AU$23.1b | AU$32.3b | AU$1.9b | 10.5x | 12x | 0.7x |
| Sun, 30 Oct 2022 | AU$21.9b | AU$32.3b | AU$1.9b | 9.8x | 11.3x | 0.7x |
| Tue, 27 Sep 2022 | AU$20.6b | AU$32.2b | AU$1.9b | 9.4x | 10.8x | 0.6x |
| Thu, 25 Aug 2022 | AU$22.6b | AU$33.0b | AU$1.9b | 10.6x | 11.8x | 0.7x |
| Sat, 23 Jul 2022 | AU$21.6b | AU$32.3b | AU$1.8b | 9.9x | 11.8x | 0.7x |
| Mon, 20 Jun 2022 | AU$17.6b | AU$32.3b | AU$1.8b | 8.1x | 9.6x | 0.5x |
| Wed, 18 May 2022 | AU$22.1b | AU$32.4b | AU$1.8b | 10.8x | 12x | 0.7x |
| Fri, 15 Apr 2022 | AU$24.9b | AU$32.4b | AU$1.8b | 11.8x | 13.5x | 0.8x |
| Sun, 13 Mar 2022 | AU$24.4b | AU$32.4b | AU$1.9b | 12x | 13.1x | 0.8x |
| Tue, 08 Feb 2022 | AU$26.9b | AU$32.9b | AU$2.1b | 11.6x | 13x | 0.8x |
Price to Earnings Ratio
13x
Current Industry PE
- Investors are optimistic on the Australian Specialty Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 20.3x which is higher than its 3-year average PE of 14.3x.
- The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have declined 7.5% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.3% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | 1.28% | |
| Consumer Discretionary | 4.89% | |
| Specialty Stores | 0.33% | |
| Automotive Retail | 4.05% | |
| Home Furnishing Retail | 3.44% | |
| Specialty Stores | 2.86% | |
| Home Improvement Retail | 2.61% | |
| Computer and Electronics Retail | 2.43% | |
| Apparel Retail | -9.46% | |
Industry PE
- Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 15.6x.
- Analysts are expecting annual earnings growth of 24.4%, which is higher than its past year's earnings decline of 18.9% per year.
- Investors are most pessimistic about the Automotive Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.9x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 24% over the next 5 years.
- This is better than its past earnings decline of 19% per year.
- In contrast, the Automotive Retail industry is expected to see its earnings grow by 2.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JBH JB Hi-Fi | AU$101.51 | 3.5% +AU$378.3m | 79.7% | PE25.3x | |
| APE Eagers Automotive | AU$12.91 | 5.6% +AU$175.5m | -9.3% | PE12.8x | |
| SUL Super Retail Group | AU$15.68 | 2.6% +AU$90.3m | -2.8% | PE14.7x | |
| LOV Lovisa Holdings | AU$29.09 | 2.2% +AU$70.9m | 25.4% | PE39.1x | |
| CTT Cettire | AU$1.45 | 12.4% +AU$61.0m | -55.4% | PE52.8x |
