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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJan 07, 2026
DataAggregated Company Financials
Companies26
  • 7D-2.4%
  • 3M-19.9%
  • 1Y-1.3%
  • YTD-2.2%

Over the last 7 days, the Specialty Stores industry has dropped 2.4%, driven by JB Hi-Fi declining 4.0%. As for the longer term, the industry's performance has been flat for the past year. 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
Wed, 07 Jan 2026AU$34.6bAU$41.2bAU$1.4b22.2x24.3x0.8x
Fri, 05 Dec 2025AU$37.6bAU$41.2bAU$1.4b22.9x26.3x0.9x
Sun, 02 Nov 2025AU$41.1bAU$41.2bAU$1.4b24.8x28.8x1x
Tue, 30 Sep 2025AU$41.2bAU$41.2bAU$1.4b24.6x28.9x1x
Thu, 28 Aug 2025AU$41.2bAU$41.0bAU$1.5b27.6x27.4x1x
Sat, 26 Jul 2025AU$35.9bAU$40.1bAU$1.5b21.2x23.5x0.9x
Mon, 23 Jun 2025AU$34.4bAU$40.1bAU$1.5b19.9x22.5x0.9x
Wed, 21 May 2025AU$35.1bAU$40.1bAU$1.5b20.8x23x0.9x
Fri, 18 Apr 2025AU$32.2bAU$40.1bAU$1.5b19.6x21.1x0.8x
Sun, 16 Mar 2025AU$30.4bAU$40.1bAU$1.5b18.9x19.6x0.8x
Tue, 11 Feb 2025AU$33.4bAU$39.0bAU$1.7b18.3x20.2x0.9x
Thu, 09 Jan 2025AU$34.5bAU$38.5bAU$1.6b17.9x21.1x0.9x
Sat, 07 Dec 2024AU$34.6bAU$38.5bAU$1.6b18x21.1x0.9x
Mon, 04 Nov 2024AU$31.8bAU$38.5bAU$1.6b17.6x19.4x0.8x
Wed, 02 Oct 2024AU$33.5bAU$38.5bAU$1.6b17.7x20.4x0.9x
Fri, 30 Aug 2024AU$32.0bAU$38.5bAU$1.7b16.5x19x0.8x
Sun, 28 Jul 2024AU$29.9bAU$37.3bAU$1.8b16.2x17x0.8x
Tue, 25 Jun 2024AU$28.5bAU$37.3bAU$1.8b14.3x16.2x0.8x
Thu, 23 May 2024AU$27.7bAU$37.3bAU$1.8b13.8x15.7x0.7x
Sat, 20 Apr 2024AU$30.1bAU$37.3bAU$1.8b14.4x17.1x0.8x
Mon, 18 Mar 2024AU$31.2bAU$37.3bAU$1.8b14.6x17.8x0.8x
Wed, 14 Feb 2024AU$31.1bAU$36.0bAU$1.8b14.1x17.1x0.9x
Fri, 12 Jan 2024AU$28.1bAU$36.7bAU$1.9b12.5x14.8x0.8x
Sun, 10 Dec 2023AU$26.2bAU$36.7bAU$1.9b10.9x13.8x0.7x
Tue, 07 Nov 2023AU$24.8bAU$36.7bAU$1.9b10.7x13.1x0.7x
Thu, 05 Oct 2023AU$24.4bAU$36.7bAU$1.9b10.1x12.9x0.7x
Sat, 02 Sep 2023AU$26.2bAU$36.7bAU$1.9b11.2x13.6x0.7x
Mon, 31 Jul 2023AU$24.6bAU$35.7bAU$2.0b9.3x12.1x0.7x
Wed, 28 Jun 2023AU$21.6bAU$35.7bAU$2.0b8.1x10.6x0.6x
Fri, 26 May 2023AU$23.6bAU$35.7bAU$2.0b9.1x11.6x0.7x
Sun, 23 Apr 2023AU$25.9bAU$35.7bAU$2.0b9.4x12.7x0.7x
Tue, 21 Mar 2023AU$23.7bAU$35.6bAU$2.1b9.5x11.5x0.7x
Thu, 16 Feb 2023AU$23.0bAU$32.8bAU$2.0b9.2x11.5x0.7x
Sat, 14 Jan 2023AU$23.6bAU$32.3bAU$1.9b10.7x12.2x0.7x
Price to Earnings Ratio

12.2x


Total Market Cap: AU$23.6bTotal 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 24.3x 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 Market-0.30%
Consumer Discretionary-2.51%
Specialty Stores-2.41%
Automotive Retail-1.06%
Apparel Retail-2.05%
Computer and Electronics Retail-2.36%
Specialty Stores-3.36%
Home Furnishing Retail-3.66%
Home Improvement Retail-3.86%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 25.5x.
    • 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$24.941.2%
+AU$84.7m		99.2%PE33.9x
CMA CarmaAU$2.0810.6%
+AU$27.4m		n/an/a
MHJ Michael Hill InternationalAU$0.3810.1%
+AU$13.5m		-33.9%PE69.7x
SSG Shaver Shop GroupAU$1.554.7%
+AU$9.2m		16.1%PE13.6x
ADH AdairsAU$1.822.8%
+AU$8.9m		-34.2%PE12.5x

Latest News

LOV
AU$28.79
Lovisa Holdings
7D
-1.8%
1Y
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Lovisa Holdings Limited (ASX:LOV) Shares Could Be 31% Below Their Intrinsic Value Estimate

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PMV
AU$13.39
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7D
-2.9%
1Y
-60.0%

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

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SUL
AU$15.43
Super Retail Group
7D
-3.7%
1Y
1.0%

What Does Super Retail Group Limited's (ASX:SUL) Share Price Indicate?

Jan 06
What Does Super Retail Group Limited's (ASX:SUL) Share Price Indicate?
JBH
AU$92.40
JB Hi-Fi
7D
-4.0%
1Y
-3.9%

Unpleasant Surprises Could Be In Store For JB Hi-Fi Limited's (ASX:JBH) Shares

Jan 06
Unpleasant Surprises Could Be In Store For JB Hi-Fi Limited's (ASX:JBH) Shares
APE
AU$24.94
Eagers Automotive
7D
1.2%
1Y
99.2%

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).
ASG
AU$3.73
Autosports Group
7D
-4.4%
1Y
116.2%

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$23.35
Nick Scali
7D
-0.9%
1Y
53.9%

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.
TPW
AU$12.55
Temple & Webster Group
7D
-8.3%
1Y
-12.5%

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.
PWR
AU$1.82
Peter Warren Automotive Holdings
7D
-1.9%
1Y
17.4%

PWR: CFO Transition And Acquisition Pipeline Will Shape Measured Outlook

Analysts have raised their price target for Peter Warren Automotive Holdings by approximately A$0.26 per share to reflect upgraded forecasts for revenue growth, profit margins, and valuation multiples, despite a slightly higher discount rate. What's in the News Appointment of experienced automotive finance executive Anna Bail as Chief Financial Officer, effective March 1, 2026, following a transition period beginning February 2, 2026 (Key Developments) Retirement plans announced for current CFO and Company Secretary, Victor Cuthell, expected to step down in June 2026 after leading finance, investor relations and multiple acquisition integrations since 2022 (Key Developments) Company reiterates active pursuit of inorganic growth, integrating three fiscal 2024 acquisitions while targeting further strategic M&A supported by a strong, property backed balance sheet and reduced net debt (Key Developments) Board and management highlight accelerating industry consolidation and confirm the group is selectively assessing additional acquisition opportunities to drive long term shareholder value (Key Developments) Valuation Changes Fair Value has risen moderately, increasing from A$1.49 to A$1.75 per share.
SSG
AU$1.55
Shaver Shop Group
7D
4.7%
1Y
16.1%

SSG: Future Margins And Earnings Multiple Are Expected To Strengthen

Analysts have modestly raised their price target for Shaver Shop Group from A$1.30 to A$1.50, citing expectations of slightly improved profit margins and a higher future earnings multiple, despite a small tempering of revenue growth assumptions and a higher discount rate. Valuation Changes Fair Value: Raised modestly from A$1.30 to A$1.50 per share, reflecting higher expected earnings and valuation multiples.
BLX
AU$2.73
Beacon Lighting Group
7D
0.7%
1Y
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CCX
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9.1%
1Y
20.0%

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MHJ
AU$0.38
Michael Hill International
7D
10.1%
1Y
-33.9%
ADH
AU$1.82
Adairs
7D
2.8%
1Y
-34.2%

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DSK
AU$0.85
Dusk Group
7D
10.4%
1Y
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