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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJan 03, 2026
DataAggregated Company Financials
Companies26
  • 7D-0.6%
  • 3M-19.7%
  • 1Y1.6%
  • YTD0%

In the last week, Specialty Stores has been flat. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Jan 2026AU$35.4bAU$41.2bAU$1.4b22.8x24.8x0.9x
Mon, 01 Dec 2025AU$38.2bAU$41.2bAU$1.4b23.2x26.8x0.9x
Wed, 29 Oct 2025AU$42.3bAU$41.2bAU$1.4b23.8x29.6x1x
Fri, 26 Sep 2025AU$41.3bAU$41.2bAU$1.4b25.4x29x1x
Sun, 24 Aug 2025AU$40.2bAU$40.9bAU$1.5b27.7x26.7x1x
Tue, 22 Jul 2025AU$36.9bAU$42.7bAU$1.6b23.8x23.8x0.9x
Thu, 19 Jun 2025AU$34.8bAU$40.1bAU$1.5b19.9x22.8x0.9x
Sat, 17 May 2025AU$34.8bAU$40.1bAU$1.5b20.8x22.8x0.9x
Mon, 14 Apr 2025AU$31.5bAU$40.1bAU$1.5b19.2x20.6x0.8x
Wed, 12 Mar 2025AU$31.2bAU$40.1bAU$1.5b19.2x20.1x0.8x
Fri, 07 Feb 2025AU$33.7bAU$38.5bAU$1.6b17.3x20.5x0.9x
Sun, 05 Jan 2025AU$34.2bAU$38.5bAU$1.6b18.3x20.9x0.9x
Tue, 03 Dec 2024AU$33.3bAU$38.5bAU$1.6b17.2x20.3x0.9x
Thu, 31 Oct 2024AU$31.8bAU$38.5bAU$1.6b17.9x19.4x0.8x
Sat, 28 Sep 2024AU$33.3bAU$38.5bAU$1.6b17.5x20.3x0.9x
Mon, 26 Aug 2024AU$32.9bAU$38.3bAU$1.7b16.6x19.8x0.9x
Wed, 24 Jul 2024AU$29.8bAU$37.3bAU$1.8b16.5x17x0.8x
Fri, 21 Jun 2024AU$29.0bAU$37.3bAU$1.8b14.7x16.5x0.8x
Sun, 19 May 2024AU$28.7bAU$37.3bAU$1.8b14.2x16.3x0.8x
Tue, 16 Apr 2024AU$30.6bAU$37.3bAU$1.8b14.7x17.4x0.8x
Thu, 14 Mar 2024AU$31.5bAU$37.3bAU$1.8b14.5x17.9x0.8x
Sat, 10 Feb 2024AU$29.4bAU$35.9bAU$1.9b13.5x15.7x0.8x
Mon, 08 Jan 2024AU$27.4bAU$36.7bAU$1.9b11.6x14.4x0.7x
Wed, 06 Dec 2023AU$25.8bAU$36.7bAU$1.9b11.1x13.6x0.7x
Fri, 03 Nov 2023AU$24.2bAU$36.7bAU$1.9b10.5x12.8x0.7x
Sun, 01 Oct 2023AU$24.7bAU$36.7bAU$1.9b10.5x13x0.7x
Tue, 29 Aug 2023AU$25.6bAU$37.0bAU$1.9b10.4x13.4x0.7x
Thu, 27 Jul 2023AU$24.1bAU$35.7bAU$2.0b9.1x11.9x0.7x
Sat, 24 Jun 2023AU$21.4bAU$35.7bAU$2.0b8.1x10.5x0.6x
Mon, 22 May 2023AU$25.4bAU$35.7bAU$2.0b9.1x12.5x0.7x
Wed, 19 Apr 2023AU$25.8bAU$35.7bAU$2.0b9.1x12.7x0.7x
Fri, 17 Mar 2023AU$22.9bAU$34.4bAU$2.1b8.4x10.9x0.7x
Sun, 12 Feb 2023AU$23.3bAU$32.4bAU$2.0b9.4x11.9x0.7x
Tue, 10 Jan 2023AU$23.0bAU$32.3bAU$1.9b9.7x11.9x0.7x
Price to Earnings Ratio

11.9x


Total Market Cap: AU$23.0bTotal Earnings: AU$1.9bTotal Revenue: AU$32.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 18.1x202420252026
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 24.8x which is higher than its 3-year average PE of 18.1x.
  • 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 9.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.5% 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-0.25%
Consumer Discretionary-0.06%
Specialty Stores-0.56%
Home Improvement Retail1.07%
Automotive Retail-0.088%
Computer and Electronics Retail-0.36%
Specialty Stores-0.80%
Home Furnishing Retail-1.14%
Apparel Retail-1.34%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 25.4x.
    • Analysts are expecting annual earnings growth of 21.6%, which is higher than its past year's earnings decline of 17.3% per year.
  • Investors are most pessimistic about the Apparel Retail industry, which is trading below its 3-year average of 19.0x.
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 17% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 4.6% 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$24.650.2%
+AU$14.1m		105.2%PE33.5x
MHJ Michael Hill InternationalAU$0.388.6%
+AU$11.5m		-34.5%PE69.7x
ABY Adore Beauty GroupAU$1.297.5%
+AU$8.5m		31.6%PE159.3x
BLX Beacon Lighting GroupAU$2.831.1%
+AU$6.9m		-9.3%PE22.1x
CMA CarmaAU$1.932.4%
+AU$6.2m		n/an/a

Latest News

ASG
AU$3.78
Autosports Group
7D
-3.1%
1Y
117.2%

ASG: Future Earnings Multiple Will Reflect Modestly Higher Profitability And Reduced Risk Profile

Analysts have raised their price target on Autosports Group significantly, from about $1.70 to roughly $4.30 per share. They cite expectations of stronger revenue growth, modestly higher profit margins, and a re-rating to a higher future earnings multiple.
NCK
AU$23.60
Nick Scali
7D
-1.8%
1Y
59.0%

NCK: Future Returns Are Expected To Remain Supported By Stable Margins

Analysts have inched up their price target on Nick Scali by approximately $0.07, citing slightly stronger long term revenue growth expectations and a marginally lower discount rate. These factors more than offset a modest trim to projected profit margins and future valuation multiples.
TPW
AU$13.75
Temple & Webster Group
7D
-1.1%
1Y
4.5%

TPW: Higher Required Return Will Still Support Strong Future Upside Potential

Analysts have trimmed their price target for Temple and Webster Group from A$34.32 to A$30.41. This reflects more conservative assumptions for revenue growth, profit margins and valuation multiples.
JBH
AU$96.25
JB Hi-Fi
7D
-0.4%
1Y
1.4%

JBH: Index Inclusions Will Support Long Term Global Demand

Analysts have trimmed their price target on JB Hi-Fi from A$124.00 to A$122.00, reflecting a slightly higher discount rate and a modestly softer long term margin outlook that more than offset upgraded revenue growth forecasts. What's in the News JB Hi-Fi Limited is being added to the S&P Global 1200 index, potentially broadening its visibility and appeal to global index and ETF investors (Key Developments).
LOV
AU$29.29
Lovisa Holdings
7D
-1.8%
1Y
-4.2%

LOV: Long Term Outlook Will Remain Positive Despite Slight Margin Headwinds

Analysts have trimmed their price target on Lovisa Holdings slightly to approximately $33.98 from $34.37, citing marginally softer expectations for long term revenue growth, profit margins, and future valuation multiples. Valuation Changes Fair Value Estimate reduced slightly to A$33.98 from A$34.37, reflecting a modestly lower intrinsic valuation.
ABY
AU$1.29
Adore Beauty Group
7D
7.5%
1Y
31.6%

Investors Appear Satisfied With Adore Beauty Group Limited's (ASX:ABY) Prospects

Dec 18
Investors Appear Satisfied With Adore Beauty Group Limited's (ASX:ABY) Prospects
APE
AU$24.65
Eagers Automotive
7D
0.2%
1Y
105.2%
SUL
AU$15.84
Super Retail Group
7D
-0.6%
1Y
3.8%

SUL: Leadership Turmoil Will Weigh On Future Earnings Multiple

Narrative Update on Super Retail Group Analysts have modestly raised their price target for Super Retail Group to approximately $12.60 per share from about $12.14, citing slightly higher expected revenue growth, improved profit margins, and a marginally richer future earnings multiple despite a higher discount rate. What's in the News Paul Bradshaw, current managing director of BCF, will become CEO of Super Retail Group from November 1, 2025, succeeding interim CEO David Burns, who returns to his CFO role on the same date (company announcement).
PMV
AU$13.83
Premier Investments
7D
-1.6%
1Y
-58.1%
BLX
AU$2.83
Beacon Lighting Group
7D
1.1%
1Y
-9.3%
CCX
AU$0.12
City Chic Collective
7D
9.1%
1Y
20.0%

What City Chic Collective Limited's (ASX:CCX) 33% Share Price Gain Is Not Telling You

Nov 27
What City Chic Collective Limited's (ASX:CCX) 33% Share Price Gain Is Not Telling You
MHJ
AU$0.38
Michael Hill International
7D
8.6%
1Y
-34.5%
UNI
AU$8.06
Universal Store Holdings
7D
-1.1%
1Y
-1.5%
ADH
AU$1.80
Adairs
7D
1.1%
1Y
-33.8%

Does Adairs (ASX:ADH) Have A Healthy Balance Sheet?

Nov 12
Does Adairs (ASX:ADH) Have A Healthy Balance Sheet?
JYC
AU$5.44
Joyce
7D
2.6%
1Y
18.5%