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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJul 26, 2026
DataAggregated Company Financials
Companies27
  • 7D-4.9%
  • 3M-3.8%
  • 1Y-26.8%
  • YTD-24.2%

Over the last 7 days, the Specialty Stores industry has dropped 4.9%, driven by JB Hi-Fi declining 4.7%. Meanwhile, Carma actually outperformed within the industry, gaining 11% in the last week. The industry has fallen 27% in the last 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
Mon, 27 Jul 2026AU$27.0bAU$43.3bAU$1.4b15.2x19.3x0.6x
Wed, 24 Jun 2026AU$28.2bAU$43.3bAU$1.4b15.8x20.1x0.7x
Fri, 22 May 2026AU$25.9bAU$43.2bAU$1.4b12.9x18.6x0.6x
Sun, 19 Apr 2026AU$28.2bAU$43.2bAU$1.4b14.3x20.3x0.7x
Tue, 17 Mar 2026AU$27.7bAU$43.2bAU$1.4b15.8x19.9x0.6x
Thu, 12 Feb 2026AU$33.5bAU$41.2bAU$1.4b21.5x23.5x0.8x
Sat, 10 Jan 2026AU$35.4bAU$41.2bAU$1.4b22x24.9x0.9x
Mon, 08 Dec 2025AU$36.5bAU$41.2bAU$1.4b22.4x25.6x0.9x
Wed, 05 Nov 2025AU$40.3bAU$41.2bAU$1.4b24x28.2x1x
Fri, 03 Oct 2025AU$41.5bAU$41.2bAU$1.4b25.1x29.1x1x
Sun, 31 Aug 2025AU$42.9bAU$42.0bAU$1.5b27x28.2x1x
Tue, 29 Jul 2025AU$36.3bAU$40.1bAU$1.5b21.4x23.8x0.9x
Thu, 26 Jun 2025AU$34.8bAU$40.1bAU$1.5b20.3x22.8x0.9x
Sat, 24 May 2025AU$35.2bAU$40.1bAU$1.5b20.5x23x0.9x
Mon, 21 Apr 2025AU$32.2bAU$40.1bAU$1.5b19.6x21.1x0.8x
Wed, 19 Mar 2025AU$30.7bAU$40.1bAU$1.5b18.8x19.8x0.8x
Fri, 14 Feb 2025AU$33.9bAU$39.0bAU$1.7b18.2x20.5x0.9x
Sun, 12 Jan 2025AU$33.9bAU$38.5bAU$1.6b17.7x20.7x0.9x
Tue, 10 Dec 2024AU$34.4bAU$38.5bAU$1.6b17.9x21x0.9x
Thu, 07 Nov 2024AU$32.3bAU$38.5bAU$1.6b17.2x19.7x0.8x
Sat, 05 Oct 2024AU$32.8bAU$38.5bAU$1.6b17x20x0.9x
Mon, 02 Sep 2024AU$32.4bAU$38.5bAU$1.7b16.8x19.5x0.8x
Wed, 31 Jul 2024AU$29.8bAU$37.3bAU$1.8b16.3x16.9x0.8x
Fri, 28 Jun 2024AU$28.3bAU$37.3bAU$1.8b14.2x16.1x0.8x
Sun, 26 May 2024AU$27.6bAU$37.3bAU$1.8b13.8x15.7x0.7x
Tue, 23 Apr 2024AU$29.6bAU$37.3bAU$1.8b14.3x16.9x0.8x
Thu, 21 Mar 2024AU$31.5bAU$37.3bAU$1.8b14.9x18x0.8x
Sat, 17 Feb 2024AU$31.3bAU$36.0bAU$1.8b14.2x17.2x0.9x
Mon, 15 Jan 2024AU$28.6bAU$36.7bAU$1.9b12.8x15.1x0.8x
Wed, 13 Dec 2023AU$26.5bAU$36.7bAU$1.9b11.3x14x0.7x
Fri, 10 Nov 2023AU$25.0bAU$36.7bAU$1.9b10.8x13.2x0.7x
Sun, 08 Oct 2023AU$24.0bAU$36.7bAU$1.9b10.3x12.6x0.7x
Tue, 05 Sep 2023AU$26.4bAU$36.7bAU$1.9b11.1x13.8x0.7x
Thu, 03 Aug 2023AU$24.7bAU$35.7bAU$2.0b9.3x12.1x0.7x
Price to Earnings Ratio

12.1x


Total Market Cap: AU$24.7bTotal Earnings: AU$2.0bTotal Revenue: AU$35.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 19.8x202420252026
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 19.8x.
  • 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-0.36%
Consumer Discretionary-4.21%
Specialty Stores-4.87%
Home Furnishing Retail-2.79%
Apparel Retail-4.07%
Automotive Retail-4.09%
Computer and Electronics Retail-4.74%
Home Improvement Retail-5.46%
Specialty Stores-7.04%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 18.2x.
    • 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 19.8x.
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 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
CMA CarmaAU$1.0011.1%
+AU$13.7m		n/aPS1.6x
CTT CettireAU$0.208.3%
+AU$5.7m		-42.6%PS0.1x
KOA KoalaAU$3.071.0%
+AU$2.7m		n/aPE91.2x
SSG Shaver Shop GroupAU$1.421.4%
+AU$2.6m		3.7%PE12.3x
MTO MotorCycle HoldingsAU$2.420.8%
+AU$1.5m		-26.4%PE9x

Latest News

NCK
AU$15.05
Nick Scali
7D
-2.8%
1Y
-19.3%
Narrative Update • Jul 24

NCK: Future Returns Will Be Underpinned By Resilient Margins And Supportive Pricing

Analysts have reduced their price target for Nick Scali to A$17.07 from A$18.73 to reflect updated assumptions for 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 provided in the available sources.
TPW
AU$4.93
Temple & Webster Group
7D
-4.5%
1Y
-78.3%
CTT
AU$0.20
Cettire
7D
8.3%
1Y
-42.6%
Narrative Update • Jul 21

CTT: Adjusted Revenue Outlook And P/E Multiple Will Support Future Upside

Analysts have trimmed their price target on Cettire, reflecting a shift to an A$0.34 fair value estimate from A$0.39 as they factor in updated assumptions on revenue growth, profit margins and future P/E multiples. What’s in the News for Cettire No recent company specific news items for Cettire were identified in the provided sources.
PMV
AU$13.74
Premier Investments
7D
-4.6%
1Y
-33.5%
APE
AU$21.19
Eagers Automotive
7D
-4.5%
1Y
12.7%
Narrative Update • Jul 14

APE: Share Buyback And Earnings Multiple Will Drive Future Upside Potential

Analysts have revised their 12 month price target for Eagers Automotive from A$31.00 to A$28.50. This reflects updated views on fair value that take into account modestly different assumptions for discount rate, revenue growth, profit margins and future P/E.
SUL
AU$12.66
Super Retail Group
7D
-3.8%
1Y
-15.4%
JBH
AU$76.02
JB Hi-Fi
7D
-4.7%
1Y
-28.2%
Narrative Update • Jul 13

JBH: Higher Dividends And Margin Pressures Will Shape A Measured Outlook

Analysts have reset their 12 month price target for JB Hi-Fi to A$79.48 from A$92.64. This reflects updated assumptions for slightly lower revenue growth, profit margins and future P/E multiples, along with recent Street research flagging tougher near term trading conditions and supply shortages in key Apple categories.
UNI
AU$7.00
Universal Store Holdings
7D
-6.3%
1Y
-14.2%
LOV
AU$20.66
Lovisa Holdings
7D
-11.5%
1Y
-37.0%
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.
CMA
AU$1.00
Carma
7D
11.1%
1Y
n/a
SSG
AU$1.42
Shaver Shop Group
7D
1.4%
1Y
3.7%
Narrative Update • Jun 18

SSG: Stable Assumptions Will Highlight Undervalued Cash Flow Upside

Analysts have maintained their A$1.50 price target for Shaver Shop Group, with only slight adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E, resulting in a largely unchanged valuation view. What’s in the News for Shaver Shop Group No recent Shaver Shop Group company announcements were identified in the primary news feed at this time.
MTO
AU$2.42
MotorCycle Holdings
7D
0.8%
1Y
-26.4%
ABY
AU$0.30
Adore Beauty Group
7D
4.3%
1Y
-61.5%
KOA
AU$3.07
Koala
7D
1.0%
1Y
n/a