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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJul 12, 2026
DataAggregated Company Financials
Companies27
  • 7D-0.1%
  • 3M-1.9%
  • 1Y-24.6%
  • YTD-21.5%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Lovisa Holdings gained 3.5%. As for the longer term, the industry has declined 25% in the last year. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Jul 2026AU$28.0bAU$43.3bAU$1.4b15.8x20x0.6x
Tue, 09 Jun 2026AU$25.7bAU$43.3bAU$1.4b14.3x18.3x0.6x
Thu, 07 May 2026AU$26.8bAU$43.2bAU$1.4b13.4x19.3x0.6x
Sat, 04 Apr 2026AU$27.4bAU$43.2bAU$1.4b14.5x19.8x0.6x
Mon, 02 Mar 2026AU$31.3bAU$43.2bAU$1.4b18x22.6x0.7x
Wed, 28 Jan 2026AU$35.0bAU$41.2bAU$1.4b21.5x24.5x0.8x
Fri, 26 Dec 2025AU$35.6bAU$41.2bAU$1.4b22.8x25x0.9x
Sun, 23 Nov 2025AU$37.6bAU$41.2bAU$1.4b22.5x26.4x0.9x
Tue, 21 Oct 2025AU$41.1bAU$41.2bAU$1.4b23.4x28.8x1x
Thu, 18 Sep 2025AU$41.5bAU$42.0bAU$1.5b25.4x27.4x1x
Sat, 16 Aug 2025AU$39.4bAU$40.6bAU$1.5b23.4x25.8x1x
Mon, 14 Jul 2025AU$37.1bAU$42.7bAU$1.6b23.4x24x0.9x
Wed, 11 Jun 2025AU$36.3bAU$40.1bAU$1.5b20.4x23.7x0.9x
Fri, 09 May 2025AU$34.3bAU$40.1bAU$1.5b20.8x22.4x0.9x
Sun, 06 Apr 2025AU$30.0bAU$40.1bAU$1.5b18.9x19.6x0.7x
Tue, 04 Mar 2025AU$33.2bAU$40.1bAU$1.5b19.7x21.4x0.8x
Thu, 30 Jan 2025AU$33.4bAU$38.5bAU$1.6b17.2x20.4x0.9x
Sat, 28 Dec 2024AU$34.4bAU$38.5bAU$1.6b18.6x21x0.9x
Mon, 25 Nov 2024AU$32.5bAU$38.5bAU$1.6b17.2x19.8x0.8x
Wed, 23 Oct 2024AU$32.5bAU$38.5bAU$1.6b18.4x19.9x0.8x
Fri, 20 Sep 2024AU$32.5bAU$38.5bAU$1.7b16.7x19.6x0.8x
Sun, 18 Aug 2024AU$32.1bAU$37.4bAU$1.7b17.1x18.6x0.9x
Tue, 16 Jul 2024AU$29.0bAU$37.3bAU$1.8b14.8x16.5x0.8x
Thu, 13 Jun 2024AU$27.8bAU$37.3bAU$1.8b14.4x15.8x0.7x
Sat, 11 May 2024AU$28.7bAU$37.3bAU$1.8b14.6x16.3x0.8x
Mon, 08 Apr 2024AU$31.2bAU$37.3bAU$1.8b15.1x17.8x0.8x
Wed, 06 Mar 2024AU$31.1bAU$37.3bAU$1.8b14.1x17.7x0.8x
Fri, 02 Feb 2024AU$28.5bAU$36.7bAU$1.9b12.4x15x0.8x
Sun, 31 Dec 2023AU$28.3bAU$36.7bAU$1.9b11.7x14.9x0.8x
Tue, 28 Nov 2023AU$24.4bAU$36.7bAU$1.9b11x12.9x0.7x
Thu, 26 Oct 2023AU$23.4bAU$36.7bAU$1.9b10.6x12.3x0.6x
Sat, 23 Sep 2023AU$24.7bAU$36.7bAU$1.9b10.6x12.8x0.7x
Mon, 21 Aug 2023AU$24.8bAU$35.8bAU$2.0b10.7x12.6x0.7x
Wed, 19 Jul 2023AU$24.1bAU$35.7bAU$2.0b9.1x11.9x0.7x
Price to Earnings Ratio

11.9x


Total Market Cap: AU$24.1bTotal Earnings: AU$2.0bTotal Revenue: AU$35.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 19.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the Australian Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 19.7x.
  • 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 12% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.6% 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-0.42%
Consumer Discretionary0.92%
Specialty Stores-0.15%
Home Improvement Retail4.62%
Specialty Stores1.80%
Computer and Electronics Retail0.88%
Home Furnishing Retail0.50%
Apparel Retail-0.53%
Automotive Retail-3.40%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 18.0x.
    • Analysts are expecting annual earnings growth of 15.4%, which is higher than its past year's earnings growth of 13.4% per year.
  • Investors are most pessimistic about the Home Improvement Retail industry, which is trading below its 3-year average of 19.7x.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 2.6% 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
LOV Lovisa HoldingsAU$22.883.5%
+AU$85.3m		-29.0%PE28.9x
JBH JB Hi-FiAU$78.100.9%
+AU$74.3m		-27.8%PE17.7x
SK1 SkinkandyAU$2.737.9%
+AU$22.3m		n/aPE37.5x
BLX Beacon Lighting GroupAU$1.704.6%
+AU$17.2m		-50.3%PE13.8x
SUL Super Retail GroupAU$12.910.5%
+AU$15.8m		-16.0%PE14.9x

Latest News

UNI
AU$7.65
Universal Store Holdings
7D
-0.5%
1Y
-4.7%
ASG
AU$1.64
Autosports Group
7D
-4.1%
1Y
-31.4%
Narrative Update • Jul 10

ASG: Higher Required Return And Lower Margin Assumptions Will Support Upside

Autosports Group's latest analyst price target has been revised from A$4.71 to A$2.85, with analysts attributing the change to updated assumptions for discount rates, revenue growth, profit margins and future P/E. What's in the News for Autosports Group Analysts revised Autosports Group's price target to A$2.85 from A$4.71, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E.
NCK
AU$16.10
Nick Scali
7D
0.6%
1Y
-12.9%
Narrative Update • Jul 10

nan

Analysts have reduced their price target for Nick Scali from A$19.00 to A$14.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E multiples. What’s in the News for Nick Scali No recent Nick Scali specific news items were identified in the provided sources.
BLX
AU$1.70
Beacon Lighting Group
7D
4.6%
1Y
-50.3%
Narrative Update • Jul 09

BLX: Fair Value Outlook Will Balance Margin Pressure And Higher Revenue Assumptions

Analysts have reduced their price target for Beacon Lighting Group to A$1.68 from A$2.13, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Beacon Lighting Group No recent company specific news items for Beacon Lighting Group were identified in the provided sources.
LOV
AU$22.88
Lovisa Holdings
7D
3.5%
1Y
-29.0%
Narrative Update • Jul 07

LOV: Future Dividend Stream And Adjusted P/E Will Support Balanced Return Outlook

Analysts have reduced their 12 month price target for Lovisa Holdings by A$2, from A$24.00 to A$22.00, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples in their valuation models. What’s in the News for Lovisa Holdings No recent news stories for Lovisa Holdings were identified in the provided sources.
BBN
AU$1.33
Baby Bunting Group
7D
-8.0%
1Y
-26.6%
Narrative Update • Jul 07

BBN: Lower Growth Assumptions Will Support Future Margin Recovery Potential

Analysts have trimmed their fair value estimate for Baby Bunting Group from A$3.03 to A$2.57, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E multiples. What’s in the News for Baby Bunting Group No recent news items for Baby Bunting Group have been provided in the available sources as of 6 Jul 2026.
SUL
AU$12.91
Super Retail Group
7D
0.5%
1Y
-16.0%
Narrative Update • Jul 07

SUL: Lower Profitability Assumptions Will Pressure Future Earnings Multiple

Analysts have trimmed their fair value estimate for Super Retail Group from A$12.50 to A$11.10, citing updated assumptions around revenue growth, profit margins, and future P/E multiples. What’s in the News for Super Retail Group Super Retail Group has scheduled an Analyst and Investor Day, giving the market an opportunity to hear updated commentary from management on the business and capital allocation plans.
TPW
AU$5.62
Temple & Webster Group
7D
1.6%
1Y
-74.2%
Narrative Update • Jul 02

TPW: Lower Expectations And Index Removal Will Set Up Future Share Rebound

Analysts have revised their price expectations for Temple & Webster Group, with the updated fair value moving from A$21.19 to A$7.33. The change reflects the application of a slightly higher discount rate, lower revenue growth and profit margin assumptions, and a reduced future P/E multiple.
AX1
AU$0.71
Accent Group
7D
-1.4%
1Y
-52.6%
APE
AU$21.09
Eagers Automotive
7D
-3.6%
1Y
8.8%
Narrative Update • Jun 30

APE: Broader Buyback And Diversified Earnings Will Support Stronger Long Term Position

Analysts have reduced their A$ fair value estimate for Eagers Automotive from A$28.13 to A$25.60. This reflects slightly more conservative assumptions for revenue growth, profit margins and future P/E multiples, despite a marginally lower discount rate.
JBH
AU$78.10
JB Hi-Fi
7D
0.9%
1Y
-27.8%
Narrative Update • Jun 29

JBH: Dividend Focus And Premium Appliances Will Underpin Future Fair Value Upside

Analysts have reduced their fair value estimate for JB Hi-Fi from A$110.02 to A$98.00, citing a tougher near term retail backdrop highlighted by recent Street research that points to challenging comparables and supply shortages in key Apple categories. What’s in the News for JB Hi-Fi JB Hi-Fi reported record first half sales of about A$6.1b for the six months to December 2025, with group earnings and profit more than 7% higher year on year.
CCX
AU$0.054
City Chic Collective
7D
38.5%
1Y
-37.2%
SK1
AU$2.73
Skinkandy
7D
7.9%
1Y
n/a
MTO
AU$2.48
MotorCycle Holdings
7D
-5.2%
1Y
-26.3%
PMV
AU$14.32
Premier Investments
7D
-0.7%
1Y
-29.0%
JYC
AU$5.90
Joyce
7D
-2.3%
1Y
30.8%