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Australian (ASX) Specialty Stores Industry Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies25
  • 7D-2.1%
  • 3M-0.3%
  • 1Y18.7%
  • YTD15.9%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Cettire gained 19%. As for the the longer term, the industry is up 21% over the past 12 months. As for the next few years, earnings are expected to grow by 8.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Dec 2024AU$33.0bAU$38.5bAU$1.6b17.8x20.2x0.9x
Mon, 18 Nov 2024AU$33.3bAU$38.5bAU$1.6b17.7x20.3x0.9x
Wed, 16 Oct 2024AU$34.0bAU$38.5bAU$1.6b17.9x20.8x0.9x
Fri, 13 Sep 2024AU$32.5bAU$38.5bAU$1.7b16.5x19.7x0.8x
Sun, 11 Aug 2024AU$29.1bAU$37.3bAU$1.8b16.2x16.5x0.8x
Tue, 09 Jul 2024AU$27.8bAU$37.3bAU$1.8b14.1x15.8x0.7x
Thu, 06 Jun 2024AU$27.5bAU$37.3bAU$1.8b14.1x15.7x0.7x
Sat, 04 May 2024AU$29.4bAU$37.3bAU$1.8b14.3x16.8x0.8x
Mon, 01 Apr 2024AU$32.8bAU$37.3bAU$1.8b15.4x18.6x0.9x
Wed, 28 Feb 2024AU$31.8bAU$37.3bAU$1.8b14.4x18.1x0.9x
Fri, 26 Jan 2024AU$28.8bAU$36.7bAU$1.9b12.7x15.2x0.8x
Sun, 24 Dec 2023AU$27.9bAU$36.7bAU$1.9b11.6x14.7x0.8x
Tue, 21 Nov 2023AU$25.1bAU$36.7bAU$1.9b10.9x13.2x0.7x
Thu, 19 Oct 2023AU$24.1bAU$36.7bAU$1.9b10.7x12.7x0.7x
Sat, 16 Sep 2023AU$25.0bAU$36.7bAU$1.9b11x13x0.7x
Mon, 14 Aug 2023AU$25.3bAU$35.8bAU$2.0b10.2x12.3x0.7x
Wed, 12 Jul 2023AU$23.5bAU$35.7bAU$2.0b8.9x11.6x0.7x
Fri, 09 Jun 2023AU$21.7bAU$35.7bAU$2.0b8.1x10.7x0.6x
Sun, 07 May 2023AU$25.5bAU$35.7bAU$2.0b9.4x12.5x0.7x
Tue, 04 Apr 2023AU$24.9bAU$35.8bAU$2.1b8.9x12x0.7x
Thu, 02 Mar 2023AU$24.0bAU$34.4bAU$2.1b8.8x11.4x0.7x
Sat, 28 Jan 2023AU$24.8bAU$32.3bAU$1.9b11x12.8x0.8x
Mon, 26 Dec 2022AU$21.8bAU$32.3bAU$1.9b9.1x11.3x0.7x
Wed, 23 Nov 2022AU$22.7bAU$32.3bAU$1.9b10x11.7x0.7x
Fri, 21 Oct 2022AU$21.0bAU$32.3bAU$1.9b9.4x10.8x0.7x
Sun, 18 Sep 2022AU$22.0bAU$32.2bAU$1.9b9.3x11.5x0.7x
Tue, 16 Aug 2022AU$22.8bAU$32.4bAU$1.8b10.6x12.4x0.7x
Thu, 14 Jul 2022AU$20.0bAU$32.3bAU$1.8b9.3x10.9x0.6x
Sat, 11 Jun 2022AU$19.1bAU$32.3bAU$1.8b8.7x10.4x0.6x
Mon, 09 May 2022AU$22.8bAU$32.4bAU$1.8b11.1x12.4x0.7x
Wed, 06 Apr 2022AU$25.8bAU$32.4bAU$1.8b11.9x14x0.8x
Fri, 04 Mar 2022AU$25.8bAU$32.4bAU$1.9b12.3x13.9x0.8x
Sun, 30 Jan 2022AU$25.5bAU$32.9bAU$2.1b10.8x12.3x0.8x
Tue, 28 Dec 2021AU$27.8bAU$32.9bAU$2.1b10.7x13.4x0.8x
Price to Earnings Ratio

13.4x


Total Market Cap: AU$27.8bTotal Earnings: AU$2.1bTotal Revenue: AU$32.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 14x202220232024
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 20.5x which is higher than its 3-year average PE of 14.0x.
  • 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 declined 7.7% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.3% 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-2.74%
Consumer Discretionary-3.11%
Specialty Stores-2.11%
Specialty Stores-0.75%
Home Furnishing Retail-0.97%
Home Improvement Retail-1.29%
Automotive Retail-2.18%
Apparel Retail-2.41%
Computer and Electronics Retail-3.27%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 14.9x.
    • Analysts are expecting annual earnings growth of 23.9%, which is higher than its past year's earnings decline of 18.9% per year.
  • Investors are most pessimistic about the Automotive Retail industry, which is trading close to its 3-year average of 9.9x.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 19% per year.
  • In contrast, the Automotive Retail industry is expected to see its earnings grow by 2.8% 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
CTT CettireAU$1.3419.2%
+AU$82.0m
-54.9%PE48.6x
UNI Universal Store HoldingsAU$7.973.1%
+AU$18.4m
99.3%PE17.8x
BBN Baby Bunting GroupAU$1.754.2%
+AU$9.4m
-6.7%PE47.1x
AX1 Accent GroupAU$2.260.4%
+AU$5.7m
15.0%PE21.5x
SSG Shaver Shop GroupAU$1.320.4%
+AU$655.1k
22.3%PE11.4x
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