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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies27
  • 7D1.2%
  • 3M2.3%
  • 1Y-19.7%
  • YTD-19.6%

Over the last 7 days, the Specialty Stores industry has risen 1.2%, driven by gains from JB Hi-Fi of 5.0%. In the past year, the industry is down 20%. 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
Sat, 27 Jun 2026AU$28.6bAU$43.3bAU$1.4b16.3x20.5x0.7x
Mon, 25 May 2026AU$26.0bAU$43.3bAU$1.4b12.9x18.5x0.6x
Wed, 22 Apr 2026AU$28.8bAU$43.2bAU$1.4b14.4x20.7x0.7x
Fri, 20 Mar 2026AU$27.0bAU$43.2bAU$1.4b15.4x19.4x0.6x
Sun, 15 Feb 2026AU$30.8bAU$41.3bAU$1.4b21.3x21.5x0.7x
Tue, 13 Jan 2026AU$35.6bAU$41.2bAU$1.4b22.1x25x0.9x
Thu, 11 Dec 2025AU$35.2bAU$41.2bAU$1.4b22.3x24.7x0.9x
Sat, 08 Nov 2025AU$40.0bAU$41.2bAU$1.4b22.9x28x1x
Mon, 06 Oct 2025AU$43.0bAU$41.2bAU$1.4b25.9x30.1x1x
Wed, 03 Sep 2025AU$41.9bAU$42.0bAU$1.5b26.7x27.6x1x
Fri, 01 Aug 2025AU$37.4bAU$40.1bAU$1.5b21.8x24.5x0.9x
Sun, 29 Jun 2025AU$34.9bAU$40.1bAU$1.5b20.4x22.9x0.9x
Tue, 27 May 2025AU$34.9bAU$40.1bAU$1.5b20.5x22.8x0.9x
Thu, 24 Apr 2025AU$32.7bAU$40.1bAU$1.5b19.4x21.4x0.8x
Sat, 22 Mar 2025AU$31.7bAU$40.1bAU$1.5b19.1x20.8x0.8x
Mon, 17 Feb 2025AU$34.4bAU$39.0bAU$1.7b18.5x20.8x0.9x
Wed, 15 Jan 2025AU$32.5bAU$38.5bAU$1.6b16.9x19.9x0.8x
Fri, 13 Dec 2024AU$33.6bAU$38.5bAU$1.6b17.5x20.5x0.9x
Sun, 10 Nov 2024AU$32.6bAU$38.5bAU$1.6b17.3x19.9x0.8x
Tue, 08 Oct 2024AU$33.2bAU$38.5bAU$1.6b17.2x20.2x0.9x
Thu, 05 Sep 2024AU$32.9bAU$38.5bAU$1.7b16.9x19.8x0.9x
Sat, 03 Aug 2024AU$30.2bAU$37.3bAU$1.8b16.3x17.2x0.8x
Mon, 01 Jul 2024AU$28.1bAU$37.3bAU$1.8b14.2x16x0.8x
Wed, 29 May 2024AU$28.1bAU$37.3bAU$1.8b13.9x16x0.8x
Fri, 26 Apr 2024AU$30.1bAU$37.3bAU$1.8b14.7x17.1x0.8x
Sun, 24 Mar 2024AU$31.5bAU$37.3bAU$1.8b14.9x17.9x0.8x
Tue, 20 Feb 2024AU$31.4bAU$36.0bAU$1.8b14.2x17.3x0.9x
Thu, 18 Jan 2024AU$28.2bAU$36.7bAU$1.9b12.5x14.9x0.8x
Sat, 16 Dec 2023AU$27.7bAU$36.7bAU$1.9b11.7x14.6x0.8x
Mon, 13 Nov 2023AU$24.9bAU$36.7bAU$1.9b10.7x13.1x0.7x
Wed, 11 Oct 2023AU$24.5bAU$36.7bAU$1.9b10.5x12.9x0.7x
Fri, 08 Sep 2023AU$25.4bAU$36.7bAU$1.9b10.8x13.2x0.7x
Sun, 06 Aug 2023AU$24.6bAU$35.7bAU$2.0b9.3x12.1x0.7x
Tue, 04 Jul 2023AU$23.3bAU$35.7bAU$2.0b8.8x11.4x0.7x
Price to Earnings Ratio

11.4x


Total Market Cap: AU$23.3bTotal Earnings: AU$2.0bTotal Revenue: AU$35.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 19.6x202420252026
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 19.6x.
  • 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-1.83%
Consumer Discretionary3.82%
Specialty Stores1.22%
Home Improvement Retail5.20%
Computer and Electronics Retail3.90%
Apparel Retail2.81%
Home Furnishing Retail1.31%
Specialty Stores0.77%
Automotive Retail-2.59%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 17.8x.
    • Analysts are expecting annual earnings growth of 15.6%, 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 18% 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
JBH JB Hi-FiAU$81.845.0%
+AU$424.2m		-24.6%PE18.5x
TPW Temple & Webster GroupAU$6.168.6%
+AU$57.1m		-70.8%PE88.8x
PMV Premier InvestmentsAU$14.652.4%
+AU$55.8m		-27.2%PE16.2x
UNI Universal Store HoldingsAU$7.703.9%
+AU$22.2m		1.2%PE14.7x
PWR Peter Warren Automotive HoldingsAU$0.953.2%
+AU$5.2m		-36.3%PE10.3x

Latest News

BBN
AU$1.42
Baby Bunting Group
7D
-13.7%
1Y
-23.9%
MHJ
AU$0.33
Michael Hill International
7D
3.1%
1Y
-20.5%
JBH
AU$81.84
JB Hi-Fi
7D
5.0%
1Y
-24.6%
APE
AU$21.43
Eagers Automotive
7D
-4.5%
1Y
23.2%
PWR
AU$0.95
Peter Warren Automotive Holdings
7D
3.2%
1Y
-36.3%
Narrative Update • Jun 22

PWR: Lower Future P/E Will Limit Upside And Support Overvaluation

Analysts have adjusted their price target and valuation framework for Peter Warren Automotive Holdings to reflect updated assumptions for fair value, revenue growth, profit margins and future P/E. The latest target now sits at A$0.73 compared with the prior A$0.78.
TPW
AU$6.16
Temple & Webster Group
7D
8.6%
1Y
-70.8%
Narrative Update • Jun 18

TPW: Lower Margin Outlook And P/E Assumptions Will Limit Share Price Upside

Analysts have trimmed their fair value estimate for Temple & Webster Group slightly from A$4.00 to A$3.90, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What’s in the News for Temple & Webster Group No recent company specific news items for Temple & Webster Group have been identified in the provided sources.
LOV
AU$23.25
Lovisa Holdings
7D
-0.7%
1Y
-24.8%
Narrative Update • Jun 18

LOV: Dividend Timeline Will Underpin Future Upside Potential

Analysts have adjusted their price outlook on Lovisa Holdings, maintaining fair value at A$32.50, while fine-tuning assumptions on the discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s earnings profile and risk. What’s in the News for Lovisa Holdings No recent Lovisa Holdings news items were available from the provided primary news sources.
AX1
AU$0.71
Accent Group
7D
-4.1%
1Y
-48.9%
UNI
AU$7.70
Universal Store Holdings
7D
3.9%
1Y
1.2%
Analysis Article • Jun 16

Does Universal Store Holdings (ASX:UNI) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
MTO
AU$2.45
MotorCycle Holdings
7D
-7.5%
1Y
2.9%
NCK
AU$15.86
Nick Scali
7D
-3.5%
1Y
-12.0%
CTT
AU$0.18
Cettire
7D
-14.0%
1Y
-49.3%
Narrative Update • Jun 14

CTT: Refined Margin And P/E Assumptions Will Support Future Upside

Analysts have adjusted their fair value estimate for Cettire from A$0.48 to A$0.39. They point to updated assumptions around profit margins and a higher future P/E multiple as key drivers of the revised price target.
ASG
AU$1.78
Autosports Group
7D
-2.2%
1Y
-25.8%
Narrative Update • Jun 07

ASG: Future Returns Will Rely On Stable Margins And P/E Assumptions

Analysts have maintained their A$3.25 price target for Autosports Group, citing largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin and future P/E in their latest update. What's in the News There are no recent Autosports Group specific news items or key developments provided in the available sources.
PMV
AU$14.65
Premier Investments
7D
2.4%
1Y
-27.2%
KOA
AU$3.15
Koala
7D
1.6%
1Y
n/a
CMA
AU$0.76
Carma
7D
2.0%
1Y
n/a