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Australian (ASX) Specialty Stores Industry Analysis

UpdatedSep 23, 2023
DataAggregated Company Financials
Companies30
  • 7D-2.6%
  • 3M15.0%
  • 1Y11.3%
  • YTD6.2%

Over the last 7 days, the Specialty Stores industry has dropped 2.6%, driven by Eagers Automotive declining 4.7%. This takes the industry's 12 month performance to a gain of 11%. Earnings are forecast to grow by 3.5% annually.

Industry Valuation and Performance

Has the Australian Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Sep 2023AU$24.7bAU$36.7bAU$1.9b10.6x12.8x0.7x
Mon, 21 Aug 2023AU$24.8bAU$35.8bAU$2.0b10.7x12.6x0.7x
Wed, 19 Jul 2023AU$24.1bAU$35.7bAU$2.0b9.1x11.9x0.7x
Fri, 16 Jun 2023AU$21.8bAU$35.7bAU$2.0b8x10.7x0.6x
Sun, 14 May 2023AU$25.6bAU$35.7bAU$2.0b9.6x12.6x0.7x
Tue, 11 Apr 2023AU$25.1bAU$35.7bAU$2.0b9.5x12.3x0.7x
Thu, 09 Mar 2023AU$24.3bAU$34.4bAU$2.1b8.5x11.6x0.7x
Sat, 04 Feb 2023AU$24.7bAU$32.3bAU$1.9b10.9x12.8x0.8x
Mon, 02 Jan 2023AU$21.9bAU$32.3bAU$1.9b9.2x11.3x0.7x
Wed, 30 Nov 2022AU$22.9bAU$32.3bAU$1.9b9.6x11.8x0.7x
Fri, 28 Oct 2022AU$22.2bAU$32.3bAU$1.9b9.6x11.4x0.7x
Sun, 25 Sep 2022AU$20.9bAU$32.2bAU$1.9b9.3x11x0.6x
Tue, 23 Aug 2022AU$22.3bAU$33.0bAU$1.9b10.1x11.7x0.7x
Thu, 21 Jul 2022AU$21.3bAU$32.3bAU$1.8b9.9x11.6x0.7x
Sat, 18 Jun 2022AU$17.6bAU$32.3bAU$1.8b8.1x9.6x0.5x
Mon, 16 May 2022AU$22.1bAU$32.4bAU$1.8b11x12x0.7x
Wed, 13 Apr 2022AU$24.7bAU$32.4bAU$1.8b11.5x13.4x0.8x
Fri, 11 Mar 2022AU$25.0bAU$32.4bAU$1.9b12.2x13.4x0.8x
Sun, 06 Feb 2022AU$26.8bAU$32.9bAU$2.1b11.5x12.9x0.8x
Tue, 04 Jan 2022AU$28.2bAU$32.9bAU$2.1b11.4x13.6x0.9x
Thu, 02 Dec 2021AU$27.8bAU$32.9bAU$2.1b10.6x13.3x0.8x
Sat, 30 Oct 2021AU$28.9bAU$32.9bAU$2.1b11.4x14x0.9x
Mon, 27 Sep 2021AU$27.2bAU$32.9bAU$2.1b11.3x13.2x0.8x
Wed, 25 Aug 2021AU$27.6bAU$32.8bAU$2.0b11.4x13.7x0.8x
Thu, 01 Jul 2021AU$27.7bAU$32.2bAU$1.9b11.3x14.3x0.9x
Sun, 04 Apr 2021AU$24.5bAU$29.7bAU$1.6b11.9x14.9x0.8x
Wed, 06 Jan 2021AU$22.6bAU$28.9bAU$1.3b14.7x17x0.8x
Sat, 10 Oct 2020AU$19.0bAU$27.1bAU$724.3m13.9x26.2x0.7x
Price to Earnings Ratio

26.2x


Total Market Cap: AU$19.0bTotal Earnings: AU$724.3mTotal Revenue: AU$27.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 14.2x202120222023
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 14.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 38% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Australian Consumer Discretionary industry?

AU Market-2.73%
Consumer Discretionary-1.95%
Specialty Stores-2.62%
Home Improvement Retail-0.54%
Computer and Electronics Retail-0.93%
Apparel Retail-1.98%
Specialty Stores-3.02%
Automotive Retail-4.12%
Home Furnishing Retail-4.69%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 17.3x.
    • Analysts are expecting annual earnings growth of 5.8%, which is lower than the prior year's growth of 17.1% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading close to its 3-year average of 10.6x.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 14% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings decline by 6.1% 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
BKG Booktopia GroupAU$0.105.0%
+AU$1.5m
-58.8%PS0.2x
JYC JoyceAU$3.061.7%
+AU$1.4m
-17.3%PE11x
TGA Thorn GroupAU$1.143.2%
+AU$1.2m
-56.2%PS2.6x
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Latest News

NCK

AU$11.55

Nick Scali

7D

-3.4%

1Y

17.7%

LOV

AU$19.34

Lovisa Holdings

7D

-2.8%

1Y

-13.5%

JYC

AU$3.06

Joyce

7D

1.7%

1Y

-17.3%

CCX

AU$0.34

City Chic Collective

7D

-15.0%

1Y

-77.0%

SUL

AU$11.83

Super Retail Group

7D

-3.8%

1Y

27.8%

BKG

AU$0.10

Booktopia Group

7D

5.0%

1Y

-58.8%

TGA

AU$1.14

Thorn Group

7D

3.2%

1Y

-56.2%

TPW

AU$6.12

Temple & Webster Group

7D

-7.0%

1Y

18.4%