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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJun 04, 2026
DataAggregated Company Financials
Companies27
  • 7D-6.1%
  • 3M-14.1%
  • 1Y-32.5%
  • YTD-29.3%

Over the last 7 days, the Specialty Stores industry has dropped 6.1%, driven by declines in JB Hi-Fi and Lovisa Holdings of 3.1% and 8.8%, respectively. However, the industry is down 33% over the past year. Looking forward, 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
Thu, 04 Jun 2026AU$25.2bAU$43.3bAU$1.4b14x18x0.6x
Sat, 02 May 2026AU$28.3bAU$43.2bAU$1.4b14x20.3x0.7x
Mon, 30 Mar 2026AU$27.7bAU$43.2bAU$1.4b15.1x20x0.6x
Wed, 25 Feb 2026AU$30.8bAU$42.9bAU$1.5b18.1x20.8x0.7x
Fri, 23 Jan 2026AU$35.2bAU$41.2bAU$1.4b21.5x24.7x0.9x
Sun, 21 Dec 2025AU$34.9bAU$41.2bAU$1.4b22.5x24.5x0.8x
Tue, 18 Nov 2025AU$39.8bAU$41.2bAU$1.4b23.1x27.9x1x
Thu, 16 Oct 2025AU$42.2bAU$41.2bAU$1.4b24.4x29.6x1x
Sat, 13 Sep 2025AU$41.3bAU$42.0bAU$1.5b25.2x27.2x1x
Mon, 11 Aug 2025AU$39.0bAU$40.1bAU$1.5b22.8x25.7x1x
Wed, 09 Jul 2025AU$36.7bAU$42.7bAU$1.6b22.9x23.7x0.9x
Fri, 06 Jun 2025AU$36.2bAU$40.1bAU$1.5b20.4x23.7x0.9x
Sun, 04 May 2025AU$34.2bAU$40.1bAU$1.5b21x22.4x0.9x
Tue, 01 Apr 2025AU$31.0bAU$40.1bAU$1.5b18.7x20.3x0.8x
Thu, 27 Feb 2025AU$32.1bAU$39.3bAU$1.6b17.8x20.1x0.8x
Sat, 25 Jan 2025AU$33.6bAU$38.5bAU$1.6b17.7x20.5x0.9x
Mon, 23 Dec 2024AU$33.0bAU$38.5bAU$1.6b17.8x20.2x0.9x
Wed, 20 Nov 2024AU$33.0bAU$38.5bAU$1.6b17.9x20.2x0.9x
Fri, 18 Oct 2024AU$33.7bAU$38.5bAU$1.6b18.1x20.5x0.9x
Sun, 15 Sep 2024AU$32.5bAU$38.5bAU$1.7b16.4x19.6x0.8x
Tue, 13 Aug 2024AU$30.3bAU$37.4bAU$1.7b16.5x17.5x0.8x
Thu, 11 Jul 2024AU$28.0bAU$37.3bAU$1.8b14.1x15.9x0.7x
Sat, 08 Jun 2024AU$27.8bAU$37.3bAU$1.8b14.3x15.8x0.7x
Mon, 06 May 2024AU$29.5bAU$37.3bAU$1.8b14.5x16.8x0.8x
Wed, 03 Apr 2024AU$32.1bAU$37.3bAU$1.8b15.6x18.3x0.9x
Fri, 01 Mar 2024AU$32.0bAU$37.3bAU$1.8b14.4x18.2x0.9x
Sun, 28 Jan 2024AU$28.8bAU$36.7bAU$1.9b12.7x15.2x0.8x
Tue, 26 Dec 2023AU$27.9bAU$36.7bAU$1.9b11.6x14.7x0.8x
Thu, 23 Nov 2023AU$25.1bAU$36.7bAU$1.9b10.9x13.3x0.7x
Sat, 21 Oct 2023AU$23.6bAU$36.7bAU$1.9b10.5x12.5x0.6x
Mon, 18 Sep 2023AU$25.3bAU$36.7bAU$1.9b10.7x13.2x0.7x
Wed, 16 Aug 2023AU$25.3bAU$35.8bAU$2.0b10.5x12.7x0.7x
Fri, 14 Jul 2023AU$24.1bAU$35.7bAU$2.0b8.9x11.9x0.7x
Sun, 11 Jun 2023AU$21.7bAU$35.7bAU$2.0b8.1x10.7x0.6x
Price to Earnings Ratio

10.7x


Total Market Cap: AU$21.7bTotal Earnings: AU$2.0bTotal Revenue: AU$35.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 19.4x202420252026
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 19.4x.
  • 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 Market0.79%
Consumer Discretionary-0.23%
Specialty Stores-6.11%
Apparel Retail2.63%
Home Improvement Retail-0.98%
Home Furnishing Retail-3.89%
Specialty Stores-4.97%
Computer and Electronics Retail-6.84%
Automotive Retail-10.68%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 17.4x.
    • Analysts are expecting annual earnings growth of 15.5%, 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 19.6x.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 19% 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 3.2% 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$21.002.2%
+AU$127.0m		17.1%PE26.1x
PMV Premier InvestmentsAU$12.703.1%
+AU$60.6m		-38.1%PE14x
CTT CettireAU$0.2538.9%
+AU$26.7m		-39.8%PS0.1x
CMA CarmaAU$0.8117.4%
+AU$16.5m		n/aPS1.3x
MTO MotorCycle HoldingsAU$2.316.9%
+AU$11.1m		-9.4%PE8.6x

Latest News

PWR
AU$0.80
Peter Warren Automotive Holdings
7D
-20.9%
1Y
-45.7%
TPW
AU$4.75
Temple & Webster Group
7D
-10.0%
1Y
-79.9%
Narrative Update • Jun 03

TPW: Sharply Lower Fair Value Assumptions Will Restrain Future Upside Potential

Analysts have cut their A$ price target for Temple & Webster Group, citing a lower assessed fair value per share along with more modest revenue growth assumptions, partly offset by slightly higher forecast profit margins and a reduced future P/E multiple. What's in the News No recent company specific news, periodical coverage or key development items were provided for Temple & Webster Group in the available sources.
APE
AU$21.00
Eagers Automotive
7D
2.2%
1Y
17.1%
Narrative Update • Jun 02

APE: Higher P E Assumptions Will Balance Margin Shifts And Halted Buyback

Analysts have lifted their price target fair value for Eagers Automotive from A$19.73 to A$20.21. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
JBH
AU$71.35
JB Hi-Fi
7D
-3.1%
1Y
-35.1%
Narrative Update • Jun 01

JBH: Interim Dividend Timetable Will Support Returns Despite Tighter Margin Outlook

Analysts have lowered their price target on JB Hi-Fi to A$111.75 from A$116.20, citing a more cautious stance on revenue growth, profit margins, and future P/E assumptions following recent research that highlights tougher comparables and supply shortages in key Apple categories. What's in the News Analysts revised the JB Hi-Fi price target to A$111.75 from A$116.20, reflecting updated views on revenue, margins, and P/E assumptions based on recent research.
CTT
AU$0.25
Cettire
7D
38.9%
1Y
-39.8%
Narrative Update • May 31

CTT: Index Inclusion And Refined Assumptions Will Support Future Upside

Analysts have modestly adjusted their price target on Cettire to reflect a slightly lower discount rate and marginally updated fair value drivers, while keeping the underlying A$ valuation framework effectively unchanged. What's in the News Cettire Limited (ASX:CTT) was added to the S&P/ASX All Ordinaries Index, bringing the stock into a broader benchmark that is followed by many institutional investors (Key Developments).
MTO
AU$2.31
MotorCycle Holdings
7D
6.9%
1Y
-9.4%
ADH
AU$1.30
Adairs
7D
1.6%
1Y
-52.7%
NCK
AU$13.82
Nick Scali
7D
-2.2%
1Y
-27.9%
Narrative Update • May 28

NCK: Future Returns Will Be Supported By Stable Margins And Fair Pricing

Analysts have revised their fair value estimate for Nick Scali to A$19.20 from A$25.73 as they update assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Nick Scali Limited appointed Keith Toms as Chief Financial Officer, bringing experience from ASX-listed companies, global multinationals and high growth start ups, including prior roles at mycar, Qantas, Coty and Koala (Key Developments).
ASG
AU$1.75
Autosports Group
7D
-10.7%
1Y
-16.9%
Narrative Update • May 24

ASG: Future Return Will Rely On Lower Margin And P/E Assumptions

Autosports Group's updated analyst price target has shifted in line with changes to fair value assumptions from 4.3 to 3.25. Analysts point to a slightly higher discount rate, a modestly adjusted revenue growth outlook, and a lower future P/E of 15.37 as key drivers.
SUL
AU$11.21
Super Retail Group
7D
-2.8%
1Y
-22.0%
Narrative Update • May 23

SUL: Leadership Transition And Capital Allocation Priorities Will Support Long Term Upside

Analysts have reduced their price target on Super Retail Group from A$17.85 to A$16.00. They now apply slightly lower assumptions for revenue growth, profit margins and future P/E ratios in their valuation models.
XEN
AU$0.003
Xenitra
7D
50.0%
1Y
0%
LOV
AU$20.63
Lovisa Holdings
7D
-8.8%
1Y
-36.0%
Narrative Update • May 20

LOV: Upcoming Dividend Payout Will Support A Constructive Forward Outlook

Analysts have trimmed their price target for Lovisa Holdings by A$0.72 to reflect slightly lower fair value, modestly reduced revenue growth and profit margin assumptions, and a small adjustment to the future P/E multiple and discount rate. Valuation Changes Fair Value: Trimmed from A$30.21 to A$29.49 per share, a small reduction in the modelled estimate.
UNI
AU$6.19
Universal Store Holdings
7D
-6.4%
1Y
-21.1%
PMV
AU$12.70
Premier Investments
7D
3.1%
1Y
-38.1%
CCX
AU$0.044
City Chic Collective
7D
15.8%
1Y
-44.3%
CMA
AU$0.81
Carma
7D
17.4%
1Y
n/a