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Australian (ASX) Specialty Stores Industry Analysis

UpdatedMar 28, 2024
DataAggregated Company Financials
Companies26
  • 7D2.3%
  • 3M14.5%
  • 1Y35.6%
  • YTD13.6%

In the last week, the Specialty Stores industry is up 2.3%, with JB Hi-Fi up 4.0%. This means that the industry has gained 36% over the past year. As for the next few years, earnings are expected to grow by 7.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Mar 2024AU$32.2bAU$37.3bAU$1.8b15.3x18.3x0.9x
Sat, 24 Feb 2024AU$31.2bAU$37.3bAU$1.8b13.9x17.3x0.8x
Mon, 22 Jan 2024AU$28.5bAU$36.7bAU$1.9b12.5x15x0.8x
Wed, 20 Dec 2023AU$28.1bAU$36.7bAU$1.9b11.7x14.8x0.8x
Fri, 17 Nov 2023AU$25.6bAU$36.7bAU$1.9b10.8x13.5x0.7x
Sun, 15 Oct 2023AU$24.9bAU$36.7bAU$1.9b10.8x13.1x0.7x
Tue, 12 Sep 2023AU$25.2bAU$36.7bAU$1.9b10.9x13.1x0.7x
Thu, 10 Aug 2023AU$24.5bAU$35.7bAU$2.0b9.4x12x0.7x
Sat, 08 Jul 2023AU$23.1bAU$35.7bAU$2.0b8.7x11.4x0.6x
Mon, 05 Jun 2023AU$22.4bAU$35.7bAU$2.0b8.7x11x0.6x
Wed, 03 May 2023AU$25.8bAU$35.7bAU$2.0b10.2x12.7x0.7x
Fri, 31 Mar 2023AU$24.2bAU$35.8bAU$2.1b8.9x11.7x0.7x
Sun, 26 Feb 2023AU$24.2bAU$34.3bAU$2.1b9x11.4x0.7x
Tue, 24 Jan 2023AU$24.2bAU$32.3bAU$1.9b10.6x12.5x0.8x
Thu, 22 Dec 2022AU$21.8bAU$32.3bAU$1.9b9.4x11.3x0.7x
Sat, 19 Nov 2022AU$22.6bAU$32.3bAU$1.9b9.9x11.6x0.7x
Mon, 17 Oct 2022AU$21.0bAU$32.3bAU$1.9b9.5x10.8x0.7x
Wed, 14 Sep 2022AU$22.5bAU$32.2bAU$1.9b9.6x11.8x0.7x
Fri, 12 Aug 2022AU$22.7bAU$32.3bAU$1.8b10.6x12.4x0.7x
Sun, 10 Jul 2022AU$20.2bAU$32.3bAU$1.8b9.4x11x0.6x
Tue, 07 Jun 2022AU$20.6bAU$32.3bAU$1.8b10x11.2x0.6x
Thu, 05 May 2022AU$23.3bAU$32.4bAU$1.8b10.9x12.6x0.7x
Sat, 02 Apr 2022AU$25.5bAU$32.4bAU$1.8b11.6x13.8x0.8x
Mon, 28 Feb 2022AU$25.9bAU$32.4bAU$1.9b12.4x13.9x0.8x
Wed, 26 Jan 2022AU$25.2bAU$32.9bAU$2.1b10.9x12.1x0.8x
Fri, 24 Dec 2021AU$27.7bAU$32.9bAU$2.1b10.8x13.3x0.8x
Sun, 21 Nov 2021AU$29.6bAU$32.9bAU$2.1b11x14.3x0.9x
Tue, 19 Oct 2021AU$28.3bAU$32.9bAU$2.1b11.2x13.7x0.9x
Thu, 16 Sep 2021AU$27.4bAU$32.8bAU$2.0b11.5x13.6x0.8x
Sat, 14 Aug 2021AU$27.6bAU$32.8bAU$2.0b10.9x13.7x0.8x
Wed, 09 Jun 2021AU$26.6bAU$31.3bAU$1.7b12.6x15.8x0.9x
Price to Earnings Ratio

14.9x


Total Market Cap: AU$24.5bTotal Earnings: AU$1.6bTotal Revenue: AU$29.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 13x202220232024
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 18.3x which is higher than its 3-year average PE of 13.0x.
  • 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 grown 2.2% per year over the last three years.
  • Revenues for these companies have grown 7.8% 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 Market1.46%
Consumer Discretionary0.99%
Specialty Stores2.30%
Computer and Electronics Retail3.97%
Home Improvement Retail3.89%
Home Furnishing Retail3.85%
Specialty Stores1.94%
Apparel Retail1.75%
Automotive Retail0.21%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 17.2x.
    • Analysts are expecting annual earnings growth of 11.5%, which is higher than its past year's earnings growth of 1.9% per year.
  • Investors are most pessimistic about the Automotive Retail industry, which is trading close to its 3-year average of 10.7x.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 9.1% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
PMV Premier InvestmentsAU$32.817.9%
+AU$384.3m
25.5%PE19.1x
JBH JB Hi-FiAU$64.252.1%
+AU$146.5m
53.0%PE15.3x
LOV Lovisa HoldingsAU$33.372.7%
+AU$97.6m
41.4%PE49.5x
SUL Super Retail GroupAU$16.102.6%
+AU$92.6m
30.6%PE13.9x
TPW Temple & Webster GroupAU$13.123.6%
+AU$53.4m
281.4%PE182x
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Latest News

PMV

AU$32.81

Premier Investments

7D

7.9%

1Y

25.5%

APE

AU$14.16

Eagers Automotive

7D

-0.6%

1Y

4.7%

STP

AU$1.80

Step One Clothing

7D

-5.5%

1Y

529.8%

CTT

AU$4.05

Cettire

7D

-6.5%

1Y

194.5%

PWR

AU$2.20

Peter Warren Automotive Holdings

7D

-3.9%

1Y

-13.7%

JYC

AU$3.45

Joyce

7D

-2.8%

1Y

20.2%

TPW

AU$13.12

Temple & Webster Group

7D

3.6%

1Y

281.4%

SSG

AU$1.13

Shaver Shop Group

7D

-1.7%

1Y

7.6%

NCK

AU$15.40

Nick Scali

7D

2.1%

1Y

65.8%

ASG

AU$2.66

Autosports Group

7D

-0.4%

1Y

22.0%

BLX

AU$2.96

Beacon Lighting Group

7D

3.9%

1Y

74.1%