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Australian (ASX) Specialty Stores Industry Analysis
UpdatedNov 03, 2025
DataAggregated Company Financials
Companies25
- 7D-1.2%
- 3M9.0%
- 1Y28.5%
- YTD20.6%
Over the last 7 days, the Specialty Stores industry has dropped 1.2%, driven by a pullback from JB Hi-Fi of 8.4%. In contrast, Eagers Automotive has gained 11%. Over the past 12 months, the industry was up 29%. As for the next few years, earnings are expected to grow by 14% per annum.
Industry Valuation and Performance
Has the Australian Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 03 Nov 2025 | AU$41.1b | AU$41.2b | AU$1.4b | 24.8x | 28.8x | 1x |
| Wed, 01 Oct 2025 | AU$41.2b | AU$41.2b | AU$1.4b | 25.2x | 28.9x | 1x |
| Fri, 29 Aug 2025 | AU$41.7b | AU$42.0b | AU$1.5b | 27x | 27.8x | 1x |
| Sun, 27 Jul 2025 | AU$35.9b | AU$40.1b | AU$1.5b | 21.2x | 23.5x | 0.9x |
| Tue, 24 Jun 2025 | AU$34.3b | AU$40.1b | AU$1.5b | 20x | 22.5x | 0.9x |
| Thu, 22 May 2025 | AU$35.1b | AU$40.1b | AU$1.5b | 20.8x | 23x | 0.9x |
| Sat, 19 Apr 2025 | AU$32.2b | AU$40.1b | AU$1.5b | 19.6x | 21.1x | 0.8x |
| Mon, 17 Mar 2025 | AU$30.4b | AU$40.1b | AU$1.5b | 18.9x | 19.6x | 0.8x |
| Wed, 12 Feb 2025 | AU$33.5b | AU$39.0b | AU$1.6b | 18.3x | 20.3x | 0.9x |
| Fri, 10 Jan 2025 | AU$34.1b | AU$38.5b | AU$1.6b | 17.6x | 20.8x | 0.9x |
| Sun, 08 Dec 2024 | AU$34.6b | AU$38.5b | AU$1.6b | 18x | 21.1x | 0.9x |
| Tue, 05 Nov 2024 | AU$31.8b | AU$38.5b | AU$1.6b | 17.2x | 19.4x | 0.8x |
| Thu, 03 Oct 2024 | AU$33.5b | AU$38.5b | AU$1.6b | 17.7x | 20.4x | 0.9x |
| Sat, 31 Aug 2024 | AU$32.4b | AU$38.5b | AU$1.7b | 16.7x | 19.3x | 0.8x |
| Mon, 29 Jul 2024 | AU$29.9b | AU$37.3b | AU$1.8b | 16.2x | 17x | 0.8x |
| Wed, 26 Jun 2024 | AU$28.7b | AU$37.3b | AU$1.8b | 14.4x | 16.3x | 0.8x |
| Fri, 24 May 2024 | AU$27.6b | AU$37.3b | AU$1.8b | 13.8x | 15.7x | 0.7x |
| Sun, 21 Apr 2024 | AU$29.6b | AU$37.3b | AU$1.8b | 14.3x | 16.9x | 0.8x |
| Tue, 19 Mar 2024 | AU$31.4b | AU$37.3b | AU$1.8b | 14.6x | 17.9x | 0.8x |
| Thu, 15 Feb 2024 | AU$30.6b | AU$36.0b | AU$1.8b | 13.9x | 16.9x | 0.9x |
| Sat, 13 Jan 2024 | AU$28.6b | AU$36.7b | AU$1.9b | 12.8x | 15.1x | 0.8x |
| Mon, 11 Dec 2023 | AU$26.2b | AU$36.7b | AU$1.9b | 10.9x | 13.8x | 0.7x |
| Wed, 08 Nov 2023 | AU$24.9b | AU$36.7b | AU$1.9b | 10.8x | 13.1x | 0.7x |
| Fri, 06 Oct 2023 | AU$24.4b | AU$36.7b | AU$1.9b | 10x | 12.9x | 0.7x |
| Sun, 03 Sep 2023 | AU$26.2b | AU$36.7b | AU$1.9b | 11.2x | 13.6x | 0.7x |
| Tue, 01 Aug 2023 | AU$24.7b | AU$35.7b | AU$2.0b | 9.3x | 12.1x | 0.7x |
| Thu, 29 Jun 2023 | AU$21.6b | AU$35.7b | AU$2.0b | 8.5x | 10.6x | 0.6x |
| Sat, 27 May 2023 | AU$23.1b | AU$35.7b | AU$2.0b | 9.1x | 11.3x | 0.6x |
| Mon, 24 Apr 2023 | AU$25.9b | AU$35.7b | AU$2.0b | 9.4x | 12.7x | 0.7x |
| Wed, 22 Mar 2023 | AU$23.9b | AU$35.6b | AU$2.1b | 9.5x | 11.5x | 0.7x |
| Fri, 17 Feb 2023 | AU$23.4b | AU$32.8b | AU$2.0b | 9.3x | 11.7x | 0.7x |
| Sun, 15 Jan 2023 | AU$23.6b | AU$32.3b | AU$1.9b | 10.7x | 12.2x | 0.7x |
| Tue, 13 Dec 2022 | AU$22.4b | AU$32.3b | AU$1.9b | 9.8x | 11.6x | 0.7x |
| Thu, 10 Nov 2022 | AU$21.9b | AU$32.3b | AU$1.9b | 9.9x | 11.3x | 0.7x |
Price to Earnings Ratio
11.3x
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 28.8x which is higher than its 3-year average PE of 17.3x.
- The industry is trading close to its 3-year average PS ratio of 0.79x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have declined 9.8% 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 | -1.53% | |
| Consumer Discretionary | -4.15% | |
| Specialty Stores | -1.23% | |
| Automotive Retail | 10.47% | |
| Home Furnishing Retail | 1.18% | |
| Apparel Retail | -0.54% | |
| Specialty Stores | -4.99% | |
| Home Improvement Retail | -5.42% | |
| Computer and Electronics Retail | -8.40% | |
Industry PE
- Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 23.6x.
- Analysts are expecting annual earnings growth of 25.6%, which is higher than its past year's earnings decline of 17.3% per year.
- Investors are most pessimistic about the Apparel Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 18.8x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 26% 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 4.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| APE Eagers Automotive | AU$34.06 | 11.4% +AU$910.4m | 210.8% | PE42.8x | |
| NCK Nick Scali | AU$25.42 | 13.7% +AU$262.6m | 80.9% | PE37.7x | |
| ASG Autosports Group | AU$4.12 | 9.0% +AU$68.9m | 89.0% | PE25.4x | |
| PWR Peter Warren Automotive Holdings | AU$1.87 | 2.8% +AU$8.6m | 7.2% | PE26.5x | |
| ABY Adore Beauty Group | AU$1.11 | 3.7% +AU$3.8m | 8.8% | PE137x |
