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Australian (ASX) Specialty Stores Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies24
  • 7D2.2%
  • 3M7.1%
  • 1Y-16.3%
  • YTD-18.2%

The Specialty Stores industry is up 2.2% in the last week, with JB Hi-Fi up 4.8%. During this same period, the City Chic Collective underperformed, falling 24%. In contrast, the industry has lost 16% in the last 12 months. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022AU$23.1bAU$32.3bAU$1.9b10.3x11.9x0.7x
Wed, 26 Oct 2022AU$21.6bAU$32.3bAU$1.9b9.5x11.1x0.7x
Fri, 23 Sep 2022AU$21.7bAU$32.2bAU$1.9b9.3x11.4x0.7x
Sun, 21 Aug 2022AU$22.7bAU$33.0bAU$1.9b10.5x11.9x0.7x
Tue, 19 Jul 2022AU$20.1bAU$32.3bAU$1.8b9.5x11x0.6x
Thu, 16 Jun 2022AU$17.8bAU$32.3bAU$1.8b8.2x9.7x0.6x
Sat, 14 May 2022AU$22.1bAU$32.4bAU$1.8b11x12x0.7x
Mon, 11 Apr 2022AU$24.9bAU$32.4bAU$1.8b11.8x13.5x0.8x
Wed, 09 Mar 2022AU$24.4bAU$32.4bAU$1.9b11.7x13.1x0.8x
Fri, 04 Feb 2022AU$26.4bAU$32.9bAU$2.1b11.5x12.7x0.8x
Sun, 02 Jan 2022AU$28.2bAU$32.9bAU$2.1b11.4x13.6x0.9x
Tue, 30 Nov 2021AU$27.8bAU$32.9bAU$2.1b10.6x13.5x0.8x
Thu, 28 Oct 2021AU$28.6bAU$32.9bAU$2.1b11.4x13.8x0.9x
Sat, 25 Sep 2021AU$27.2bAU$32.9bAU$2.1b11.3x13.2x0.8x
Mon, 23 Aug 2021AU$26.9bAU$32.8bAU$2.0b11x13.3x0.8x
Sat, 10 Jul 2021AU$27.7bAU$32.2bAU$1.9b11.3x14.3x0.9x
Fri, 02 Apr 2021AU$24.5bAU$29.7bAU$1.6b11.9x14.9x0.8x
Mon, 04 Jan 2021AU$22.6bAU$28.9bAU$1.3b14.7x17x0.8x
Thu, 08 Oct 2020AU$19.0bAU$27.1bAU$724.3m13.9x26.2x0.7x
Wed, 01 Jul 2020AU$15.5bAU$26.5bAU$482.3m16x32.2x0.6x
Sat, 04 Apr 2020AU$9.5bAU$25.2bAU$511.0m8.2x18.6x0.4x
Tue, 07 Jan 2020AU$17.8bAU$24.6bAU$581.5m16x30.7x0.7x
Price to Earnings Ratio

22.2x


Total Market Cap: AU$17.6bTotal Earnings: AU$794.8mTotal Revenue: AU$22.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 18.8x202020212022
Current Industry PE
  • Investors are pessimistic on the Australian Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 11.9x which is lower than its 3-year average PE of 18.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 35% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Australian Consumer Discretionary industry?

AU Market1.17%
Consumer Discretionary1.28%
Specialty Stores2.15%
Home Furnishing Retail12.25%
Computer and Electronics Retail4.77%
Automotive Retail2.51%
Specialty Stores1.04%
Apparel Retail-0.89%
Home Improvement Retail-0.95%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 17.6x.
    • Analysts are expecting annual earnings growth of 7.5%, which is higher than its past year's earnings growth of 4.9% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 13.7x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 7.5% over the next 5 years.
  • This is better than its past earnings growth rate of 4.9% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings decline by 9.6% 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
JBH JB Hi-FiAU$44.814.8%
+AU$226.7m
-5.5%PE9x
NCK Nick ScaliAU$10.9918.4%
+AU$138.5m
-25.3%PE11.9x
APE Eagers AutomotiveAU$12.363.3%
+AU$102.2m
-9.6%PE10.5x
PMV Premier InvestmentsAU$25.632.4%
+AU$95.5m
-16.5%PE14.3x
SUL Super Retail GroupAU$10.924.0%
+AU$95.1m
-10.9%PE10.3x
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AU$0.99

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7D

-24.3%

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NCK

AU$10.99

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1Y

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SSG

AU$1.11

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1Y

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JYC

AU$3.63

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1Y

-3.7%

BLX

AU$2.08

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7D

-1.0%

1Y

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AUK

AU$0.004

AuMake

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-75.0%

UNI

AU$5.10

Universal Store Holdings

7D

-7.6%

1Y

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