Narrative Update • Aug 24
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Australian (ASX) Specialty Stores Industry Analysis
UpdatedAug 27, 2026
DataAggregated Company Financials
Companies27
- 7D3.8%
- 3M5.7%
- 1Y-34.5%
- YTD-22.4%
The Specialty Stores is pretty flat in the last 7 days, but Lovisa Holdings has stood out, gaining 21%. Unfortunately though, the industry is down 34% over the past 12 months. Earnings are forecast to grow by 12% annually.
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 |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | AU$27.7b | AU$43.6b | AU$1.3b | 16.4x | 21.9x | 0.6x |
| Sat, 25 Jul 2026 | AU$27.0b | AU$43.3b | AU$1.4b | 15.2x | 19.3x | 0.6x |
| Mon, 22 Jun 2026 | AU$28.4b | AU$43.3b | AU$1.4b | 15.8x | 20.3x | 0.7x |
| Wed, 20 May 2026 | AU$25.6b | AU$43.2b | AU$1.4b | 13x | 18.4x | 0.6x |
| Fri, 17 Apr 2026 | AU$28.4b | AU$43.2b | AU$1.4b | 14.6x | 20.4x | 0.7x |
| Sun, 15 Mar 2026 | AU$27.7b | AU$43.2b | AU$1.4b | 15.8x | 19.9x | 0.6x |
| Tue, 10 Feb 2026 | AU$33.2b | AU$41.2b | AU$1.4b | 21.7x | 23.3x | 0.8x |
| Thu, 08 Jan 2026 | AU$34.6b | AU$41.2b | AU$1.4b | 21.9x | 24.3x | 0.8x |
| Sat, 06 Dec 2025 | AU$36.5b | AU$41.2b | AU$1.4b | 22.4x | 25.6x | 0.9x |
| Mon, 03 Nov 2025 | AU$41.1b | AU$41.2b | AU$1.4b | 24.8x | 28.8x | 1x |
| Wed, 01 Oct 2025 | AU$41.2b | AU$41.2b | AU$1.4b | 25.2x | 28.9x | 1x |
| Fri, 29 Aug 2025 | AU$41.7b | AU$42.0b | AU$1.5b | 27x | 27.8x | 1x |
| Sun, 27 Jul 2025 | AU$35.9b | AU$40.1b | AU$1.5b | 21.2x | 23.5x | 0.9x |
| Tue, 24 Jun 2025 | AU$34.3b | AU$40.1b | AU$1.5b | 20x | 22.5x | 0.9x |
| Thu, 22 May 2025 | AU$35.1b | AU$40.1b | AU$1.5b | 20.8x | 23x | 0.9x |
| Sat, 19 Apr 2025 | AU$32.2b | AU$40.1b | AU$1.5b | 19.6x | 21.1x | 0.8x |
| Mon, 17 Mar 2025 | AU$30.4b | AU$40.1b | AU$1.5b | 18.9x | 19.6x | 0.8x |
| Wed, 12 Feb 2025 | AU$33.5b | AU$39.0b | AU$1.6b | 18.3x | 20.3x | 0.9x |
| Fri, 10 Jan 2025 | AU$34.1b | AU$38.5b | AU$1.6b | 17.6x | 20.8x | 0.9x |
| Sun, 08 Dec 2024 | AU$34.6b | AU$38.5b | AU$1.6b | 18x | 21.1x | 0.9x |
| Tue, 05 Nov 2024 | AU$31.8b | AU$38.5b | AU$1.6b | 17.2x | 19.4x | 0.8x |
| Thu, 03 Oct 2024 | AU$33.5b | AU$38.5b | AU$1.6b | 17.7x | 20.4x | 0.9x |
| Sat, 31 Aug 2024 | AU$32.4b | AU$38.5b | AU$1.7b | 16.7x | 19.3x | 0.8x |
| Mon, 29 Jul 2024 | AU$29.9b | AU$37.3b | AU$1.8b | 16.2x | 17x | 0.8x |
| Wed, 26 Jun 2024 | AU$28.7b | AU$37.3b | AU$1.8b | 14.4x | 16.3x | 0.8x |
| Fri, 24 May 2024 | AU$27.6b | AU$37.3b | AU$1.8b | 13.8x | 15.7x | 0.7x |
| Sun, 21 Apr 2024 | AU$29.6b | AU$37.3b | AU$1.8b | 14.3x | 16.9x | 0.8x |
| Tue, 19 Mar 2024 | AU$31.4b | AU$37.3b | AU$1.8b | 14.6x | 17.9x | 0.8x |
| Thu, 15 Feb 2024 | AU$30.6b | AU$36.0b | AU$1.8b | 13.9x | 16.9x | 0.9x |
| Sat, 13 Jan 2024 | AU$28.6b | AU$36.7b | AU$1.9b | 12.8x | 15.1x | 0.8x |
| Mon, 11 Dec 2023 | AU$26.2b | AU$36.7b | AU$1.9b | 10.9x | 13.8x | 0.7x |
| Wed, 08 Nov 2023 | AU$24.9b | AU$36.7b | AU$1.9b | 10.8x | 13.1x | 0.7x |
| Fri, 06 Oct 2023 | AU$24.4b | AU$36.7b | AU$1.9b | 10x | 12.9x | 0.7x |
| Sun, 03 Sep 2023 | AU$26.2b | AU$36.7b | AU$1.9b | 11.2x | 13.6x | 0.7x |
Price to Earnings Ratio
13.6x
Current Industry PE
- Investors are relatively neutral on the Australian Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 20.0x.
- The industry is trading close to its 3-year average PS ratio of 0.80x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have declined 13% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.9% 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 | 0.76% | |
| Consumer Discretionary | -0.25% | |
| Specialty Stores | 3.84% | |
| Specialty Stores | 10.43% | |
| Apparel Retail | 5.85% | |
| Automotive Retail | 4.60% | |
| Home Furnishing Retail | 2.77% | |
| Home Improvement Retail | 0.58% | |
| Computer and Electronics Retail | -2.43% | |
Industry PE
- Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 28.9x.
- Analysts are expecting annual earnings growth of 21.2%, which is lower than the prior year's growth of 31.2% per year.
- Investors are most pessimistic about the Home Improvement Retail industry, which is trading below its 3-year average of 19.9x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 21% over the next 5 years.
- However this is lower than its past earnings growth rate of 31% per year.
- In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 2.6% 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 | |
|---|---|---|---|---|---|
| LOV Lovisa Holdings | AU$27.62 | 20.7% +AU$524.7m | -33.0% | PE32x | |
| APE Eagers Automotive | AU$23.42 | 5.1% +AU$318.9m | 3.9% | PE29.2x | |
| SUL Super Retail Group | AU$13.01 | 3.6% +AU$101.6m | -30.2% | PE14.3x | |
| UNI Universal Store Holdings | AU$8.30 | 17.7% +AU$95.9m | -2.6% | PE34.9x | |
| TPW Temple & Webster Group | AU$4.82 | 16.1% +AU$78.1m | -80.4% | PE130.5x |