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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJul 11, 2025
DataAggregated Company Financials
Companies26
  • 7D3.2%
  • 3M14.7%
  • 1Y28.5%
  • YTD4.9%

Over the last 7 days, the Specialty Stores industry has risen 3.2%, driven by gains from Eagers Automotive of 5.7%. This takes the industry's 12 month performance to a gain of 28%. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 11 Jul 2025AU$37.5bAU$42.7bAU$1.6b23.8x24.2x0.9x
Sun, 08 Jun 2025AU$36.0bAU$40.1bAU$1.5b20.4x23.6x0.9x
Tue, 06 May 2025AU$33.6bAU$40.1bAU$1.5b20.7x22x0.8x
Thu, 03 Apr 2025AU$31.2bAU$40.1bAU$1.5b19.4x20.4x0.8x
Sat, 01 Mar 2025AU$32.8bAU$40.1bAU$1.5b18.3x21.3x0.8x
Mon, 27 Jan 2025AU$33.6bAU$38.5bAU$1.6b17.7x20.5x0.9x
Wed, 25 Dec 2024AU$34.2bAU$38.5bAU$1.6b18.2x20.8x0.9x
Fri, 22 Nov 2024AU$32.3bAU$38.5bAU$1.6b16.8x19.7x0.8x
Sun, 20 Oct 2024AU$33.4bAU$38.5bAU$1.6b18.2x20.4x0.9x
Tue, 17 Sep 2024AU$32.4bAU$38.5bAU$1.7b16.6x19.6x0.8x
Thu, 15 Aug 2024AU$31.4bAU$37.4bAU$1.7b16.5x18.2x0.8x
Sat, 13 Jul 2024AU$28.9bAU$37.3bAU$1.8b14.7x16.4x0.8x
Mon, 10 Jun 2024AU$27.8bAU$37.3bAU$1.8b14.3x15.8x0.7x
Wed, 08 May 2024AU$30.1bAU$37.3bAU$1.8b15.1x17.1x0.8x
Fri, 05 Apr 2024AU$31.5bAU$37.3bAU$1.8b15.2x17.9x0.8x
Sun, 03 Mar 2024AU$31.6bAU$37.3bAU$1.8b14.3x18x0.8x
Tue, 30 Jan 2024AU$28.9bAU$36.7bAU$1.9b12.7x15.3x0.8x
Thu, 28 Dec 2023AU$28.2bAU$36.7bAU$1.9b11.6x14.9x0.8x
Sat, 25 Nov 2023AU$24.7bAU$36.7bAU$1.9b10.7x13x0.7x
Mon, 23 Oct 2023AU$23.6bAU$36.7bAU$1.9b10.5x12.5x0.6x
Wed, 20 Sep 2023AU$24.9bAU$36.7bAU$1.9b10.6x13x0.7x
Fri, 18 Aug 2023AU$25.2bAU$35.8bAU$2.0b11.1x12.8x0.7x
Sun, 16 Jul 2023AU$24.1bAU$35.7bAU$2.0b9x11.9x0.7x
Tue, 13 Jun 2023AU$21.7bAU$35.7bAU$2.0b8.1x10.7x0.6x
Thu, 11 May 2023AU$25.3bAU$35.7bAU$2.0b9.6x12.4x0.7x
Sat, 08 Apr 2023AU$25.1bAU$35.8bAU$2.1b9x12.1x0.7x
Mon, 06 Mar 2023AU$23.8bAU$34.4bAU$2.1b8.8x11.3x0.7x
Wed, 01 Feb 2023AU$24.7bAU$32.3bAU$1.9b11x12.8x0.8x
Fri, 30 Dec 2022AU$21.7bAU$32.3bAU$1.9b9.1x11.2x0.7x
Sun, 27 Nov 2022AU$23.1bAU$32.3bAU$1.9b10.3x11.9x0.7x
Tue, 25 Oct 2022AU$21.0bAU$32.3bAU$1.9b9.3x10.8x0.7x
Thu, 22 Sep 2022AU$21.7bAU$32.2bAU$1.9b9.3x11.4x0.7x
Sat, 20 Aug 2022AU$22.7bAU$32.9bAU$1.9b10.5x11.9x0.7x
Mon, 18 Jul 2022AU$20.1bAU$32.3bAU$1.8b9.5x11x0.6x
Price to Earnings Ratio

11x


Total Market Cap: AU$20.1bTotal Earnings: AU$1.8bTotal Revenue: AU$32.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 15.6x202320242025
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 24.2x which is higher than its 3-year average PE of 15.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 5.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.7% 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-0.044%
Consumer Discretionary0.98%
Specialty Stores3.16%
Automotive Retail7.07%
Specialty Stores5.47%
Home Furnishing Retail4.26%
Apparel Retail1.12%
Computer and Electronics Retail1.07%
Home Improvement Retail-4.86%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 19.4x.
    • Analysts are expecting annual earnings growth of 25.4%, which is higher than its past year's earnings decline of 20.2% per year.
  • Investors are most pessimistic about the Apparel Retail industry, which is trading close to its 3-year average of 18.4x.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 20% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 3.6% 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
APE Eagers AutomotiveAU$19.395.7%
+AU$271.0m
85.6%PE24.4x
LOV Lovisa HoldingsAU$32.245.1%
+AU$171.6m
-3.5%PE41.6x
SUL Super Retail GroupAU$15.374.2%
+AU$140.0m
8.0%PE15.3x
TPW Temple & Webster GroupAU$21.794.3%
+AU$106.9m
138.4%PE389.8x
AX1 Accent GroupAU$1.514.1%
+AU$36.1m
-23.7%PE14.1x

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