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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies26
  • 7D0.1%
  • 3M-19.8%
  • 1Y2.4%
  • YTD0.1%

Last week, the Specialty Stores industry hasn't moved much but Eagers Automotive is up 8.1% in that time. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026AU$35.4bAU$41.2bAU$1.4b22x24.9x0.9x
Mon, 08 Dec 2025AU$36.5bAU$41.2bAU$1.4b22.4x25.6x0.9x
Wed, 05 Nov 2025AU$40.3bAU$41.2bAU$1.4b24x28.2x1x
Fri, 03 Oct 2025AU$41.5bAU$41.2bAU$1.4b25.1x29.1x1x
Sun, 31 Aug 2025AU$42.9bAU$42.0bAU$1.5b27x28.2x1x
Tue, 29 Jul 2025AU$36.3bAU$40.1bAU$1.5b21.4x23.8x0.9x
Thu, 26 Jun 2025AU$34.8bAU$40.1bAU$1.5b20.3x22.8x0.9x
Sat, 24 May 2025AU$35.2bAU$40.1bAU$1.5b20.5x23x0.9x
Mon, 21 Apr 2025AU$32.2bAU$40.1bAU$1.5b19.6x21.1x0.8x
Wed, 19 Mar 2025AU$30.7bAU$40.1bAU$1.5b18.8x19.8x0.8x
Fri, 14 Feb 2025AU$33.9bAU$39.0bAU$1.7b18.2x20.5x0.9x
Sun, 12 Jan 2025AU$33.9bAU$38.5bAU$1.6b17.7x20.7x0.9x
Tue, 10 Dec 2024AU$34.4bAU$38.5bAU$1.6b17.9x21x0.9x
Thu, 07 Nov 2024AU$32.3bAU$38.5bAU$1.6b17.2x19.7x0.8x
Sat, 05 Oct 2024AU$32.8bAU$38.5bAU$1.6b17x20x0.9x
Mon, 02 Sep 2024AU$32.4bAU$38.5bAU$1.7b16.8x19.5x0.8x
Wed, 31 Jul 2024AU$29.8bAU$37.3bAU$1.8b16.3x16.9x0.8x
Fri, 28 Jun 2024AU$28.3bAU$37.3bAU$1.8b14.2x16.1x0.8x
Sun, 26 May 2024AU$27.6bAU$37.3bAU$1.8b13.8x15.7x0.7x
Tue, 23 Apr 2024AU$29.6bAU$37.3bAU$1.8b14.3x16.9x0.8x
Thu, 21 Mar 2024AU$31.5bAU$37.3bAU$1.8b14.9x18x0.8x
Sat, 17 Feb 2024AU$31.3bAU$36.0bAU$1.8b14.2x17.2x0.9x
Mon, 15 Jan 2024AU$28.6bAU$36.7bAU$1.9b12.8x15.1x0.8x
Wed, 13 Dec 2023AU$26.5bAU$36.7bAU$1.9b11.3x14x0.7x
Fri, 10 Nov 2023AU$25.0bAU$36.7bAU$1.9b10.8x13.2x0.7x
Sun, 08 Oct 2023AU$24.0bAU$36.7bAU$1.9b10.3x12.6x0.7x
Tue, 05 Sep 2023AU$26.4bAU$36.7bAU$1.9b11.1x13.8x0.7x
Thu, 03 Aug 2023AU$24.7bAU$35.7bAU$2.0b9.3x12.1x0.7x
Sat, 01 Jul 2023AU$22.9bAU$35.7bAU$2.0b8.7x11.2x0.6x
Mon, 29 May 2023AU$23.1bAU$35.7bAU$2.0b9.1x11.3x0.6x
Wed, 26 Apr 2023AU$25.9bAU$35.7bAU$2.0b9.4x12.7x0.7x
Fri, 24 Mar 2023AU$23.7bAU$35.6bAU$2.1b9.3x11.5x0.7x
Sun, 19 Feb 2023AU$23.4bAU$33.1bAU$2.0b9.5x11.6x0.7x
Tue, 17 Jan 2023AU$24.1bAU$32.3bAU$1.9b11.1x12.5x0.7x
Price to Earnings Ratio

12.5x


Total Market Cap: AU$24.1bTotal Earnings: AU$1.9bTotal Revenue: AU$32.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 18.2x202420252026
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 24.9x which is higher than its 3-year average PE of 18.2x.
  • 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 Market0.16%
Consumer Discretionary-0.62%
Specialty Stores0.15%
Automotive Retail7.27%
Specialty Stores-0.27%
Home Furnishing Retail-2.02%
Apparel Retail-2.06%
Computer and Electronics Retail-3.40%
Home Improvement Retail-4.24%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 25.6x.
    • Analysts are expecting annual earnings growth of 21.3%, 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 21% 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$26.648.1%
+AU$561.9m		116.8%PE36.2x
CMA CarmaAU$2.2014.3%
+AU$37.6m		n/an/a
ASG Autosports GroupAU$3.903.2%
+AU$24.3m		119.1%PE24.1x
NCK Nick ScaliAU$23.831.0%
+AU$19.7m		57.9%PE35.3x
BBN Baby Bunting GroupAU$2.595.3%
+AU$17.6m		63.9%PE36.8x

Latest News

SUL
AU$15.72
Super Retail Group
7D
-0.8%
1Y
2.8%

SUL: Leadership Upheaval And New CEO Appointment Will Pressure Earnings Multiple

Analysts have trimmed their price target on Super Retail Group slightly to around A$12.60, reflecting subtle adjustments to their assumptions on discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Super Retail Group appointed Paul Bradshaw, currently managing director of its BCF chain, as CEO effective November 1, 2025, following his leadership roles in operations, strategy and store development across Australia and the UK (Key Developments).
TPW
AU$12.84
Temple & Webster Group
7D
-6.6%
1Y
-6.8%

TPW: Steady Fair Value And Assumptions Will Support Strong Future Upside Potential

Analysts have maintained their A$30.41 price target for Temple & Webster Group, with the unchanged fair value reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margins and future P/E. Together, these factors support a broadly steady outlook for the shares.
JBH
AU$92.98
JB Hi-Fi
7D
-3.4%
1Y
-4.2%

JBH: Index Inclusions And Stable Assumptions Will Shape A Balanced Outlook

Analysts have kept their JB Hi-Fi fair value estimate steady at A$102.05 per share, with only small shifts in discount rate, revenue growth, profit margin and future P/E assumptions. These changes reflect fine tuning rather than a change in overall view.
LOV
AU$29.17
Lovisa Holdings
7D
-0.4%
1Y
12.1%

LOV: Higher Discount Rate And Lower Future P/E Will Pressure Returns

Analysts have maintained their price target for Lovisa Holdings at A$26.00, noting that updated assumptions for the discount rate, revenue growth, profit margin and future P/E largely offset one another. Valuation Changes Fair Value: Kept steady at A$26.00 per share, with no change in the updated assessment.
SSG
AU$1.53
Shaver Shop Group
7D
3.0%
1Y
14.6%

SSG: Future Assumptions Will Remain Stable With Marginally Improved Profitability

Analysts have slightly reduced their 12 month price target on Shaver Shop Group to reflect small adjustments to assumptions around the discount rate, revenue growth, profit margins and future P/E multiples, while keeping their fair value estimate unchanged at A$1.50. Valuation Changes Fair Value Estimate: Kept steady at A$1.50 per share, with no change in the overall valuation anchor.
PMV
AU$13.47
Premier Investments
7D
-2.6%
1Y
-59.2%

Premier Investments Limited's (ASX:PMV) Intrinsic Value Is Potentially 58% Above Its Share Price

Jan 06
Premier Investments Limited's (ASX:PMV) Intrinsic Value Is Potentially 58% Above Its Share Price
CTT
AU$0.80
Cettire
7D
-13.0%
1Y
-40.3%

CTT: Higher Margins And Revenue Assumptions Will Support Future Share Upside

Analysts have raised their price target on Cettire by a small amount, reflecting updated assumptions that include a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally lower future P/E multiple. Valuation Changes Fair Value: Modelled fair value multiple is unchanged at 1.01x.
APE
AU$26.64
Eagers Automotive
7D
8.1%
1Y
116.8%

APE: Index Promotion And Equity Raise Will Face Margin Pressure

Analysts have raised their price target for Eagers Automotive from A$14.43 to A$19.73, citing higher assumed revenue growth and a higher future P/E multiple, partly offset by a slightly higher discount rate and lower profit margin expectations. What's in the News Eagers Automotive Limited (ASX:APE) has been added to the S&P/ASX 100 Index, bringing the stock into a larger cap benchmark followed by many institutional investors (index announcement).
BBN
AU$2.59
Baby Bunting Group
7D
5.3%
1Y
63.9%

BBN: Higher Revenue And Margin Assumptions May Support Stronger Future Share Performance

Analysts have raised their price target on Baby Bunting Group from A$3.04 to A$3.60 per share. This reflects slightly higher assumed revenue growth, profit margins and valuation multiples despite a modest increase in the discount rate.
ASG
AU$3.90
Autosports Group
7D
3.2%
1Y
119.1%

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$23.83
Nick Scali
7D
1.0%
1Y
57.9%

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.
ABY
AU$1.23
Adore Beauty Group
7D
-4.7%
1Y
36.7%

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
BLX
AU$2.71
Beacon Lighting Group
7D
-4.2%
1Y
-9.7%
UNI
AU$8.27
Universal Store Holdings
7D
2.6%
1Y
-1.5%
ADH
AU$1.86
Adairs
7D
3.1%
1Y
-30.8%

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

Nov 12
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