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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJun 21, 2026
DataAggregated Company Financials
Companies27
  • 7D2.9%
  • 3M6.9%
  • 1Y-19.3%
  • YTD-20.2%

In the last week, the Specialty Stores industry is up 2.9%, with Super Retail Group up 6.9%. In the past year, the industry is down 19%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 21 Jun 2026AU$28.4bAU$43.3bAU$1.4b15.8x20.3x0.7x
Tue, 19 May 2026AU$25.6bAU$43.2bAU$1.4b12.6x18.4x0.6x
Thu, 16 Apr 2026AU$27.7bAU$43.2bAU$1.4b14.2x19.9x0.6x
Sat, 14 Mar 2026AU$27.7bAU$43.2bAU$1.4b15.8x19.9x0.6x
Mon, 09 Feb 2026AU$32.7bAU$41.2bAU$1.4b21.4x22.9x0.8x
Wed, 07 Jan 2026AU$34.6bAU$41.2bAU$1.4b22.2x24.3x0.8x
Fri, 05 Dec 2025AU$37.6bAU$41.2bAU$1.4b22.9x26.3x0.9x
Sun, 02 Nov 2025AU$41.1bAU$41.2bAU$1.4b24.8x28.8x1x
Tue, 30 Sep 2025AU$41.2bAU$41.2bAU$1.4b24.6x28.9x1x
Thu, 28 Aug 2025AU$41.2bAU$41.0bAU$1.5b27.6x27.4x1x
Sat, 26 Jul 2025AU$35.9bAU$40.1bAU$1.5b21.2x23.5x0.9x
Mon, 23 Jun 2025AU$34.4bAU$40.1bAU$1.5b19.9x22.5x0.9x
Wed, 21 May 2025AU$35.1bAU$40.1bAU$1.5b20.8x23x0.9x
Fri, 18 Apr 2025AU$32.2bAU$40.1bAU$1.5b19.6x21.1x0.8x
Sun, 16 Mar 2025AU$30.4bAU$40.1bAU$1.5b18.9x19.6x0.8x
Tue, 11 Feb 2025AU$33.4bAU$39.0bAU$1.7b18.3x20.2x0.9x
Thu, 09 Jan 2025AU$34.5bAU$38.5bAU$1.6b17.9x21.1x0.9x
Sat, 07 Dec 2024AU$34.6bAU$38.5bAU$1.6b18x21.1x0.9x
Mon, 04 Nov 2024AU$31.8bAU$38.5bAU$1.6b17.6x19.4x0.8x
Wed, 02 Oct 2024AU$33.5bAU$38.5bAU$1.6b17.7x20.4x0.9x
Fri, 30 Aug 2024AU$32.0bAU$38.5bAU$1.7b16.5x19x0.8x
Sun, 28 Jul 2024AU$29.9bAU$37.3bAU$1.8b16.2x17x0.8x
Tue, 25 Jun 2024AU$28.5bAU$37.3bAU$1.8b14.3x16.2x0.8x
Thu, 23 May 2024AU$27.7bAU$37.3bAU$1.8b13.8x15.7x0.7x
Sat, 20 Apr 2024AU$30.1bAU$37.3bAU$1.8b14.4x17.1x0.8x
Mon, 18 Mar 2024AU$31.2bAU$37.3bAU$1.8b14.6x17.8x0.8x
Wed, 14 Feb 2024AU$31.1bAU$36.0bAU$1.8b14.1x17.1x0.9x
Fri, 12 Jan 2024AU$28.1bAU$36.7bAU$1.9b12.5x14.8x0.8x
Sun, 10 Dec 2023AU$26.2bAU$36.7bAU$1.9b10.9x13.8x0.7x
Tue, 07 Nov 2023AU$24.8bAU$36.7bAU$1.9b10.7x13.1x0.7x
Thu, 05 Oct 2023AU$24.4bAU$36.7bAU$1.9b10.1x12.9x0.7x
Sat, 02 Sep 2023AU$26.2bAU$36.7bAU$1.9b11.2x13.6x0.7x
Mon, 31 Jul 2023AU$24.6bAU$35.7bAU$2.0b9.3x12.1x0.7x
Wed, 28 Jun 2023AU$21.6bAU$35.7bAU$2.0b8.1x10.6x0.6x
Price to Earnings Ratio

10.6x


Total Market Cap: AU$21.6bTotal Earnings: AU$2.0bTotal Revenue: AU$35.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 19.5x202420252026
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 19.5x.
  • 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 Market0.56%
Consumer Discretionary0.66%
Specialty Stores2.95%
Home Improvement Retail8.18%
Home Furnishing Retail6.57%
Specialty Stores5.77%
Apparel Retail3.70%
Automotive Retail1.06%
Computer and Electronics Retail0.98%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 17.7x.
    • 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
SUL Super Retail GroupAU$13.126.9%
+AU$192.0m		-5.3%PE15.1x
LOV Lovisa HoldingsAU$23.415.5%
+AU$134.0m		-21.5%PE29.5x
NCK Nick ScaliAU$16.436.3%
+AU$83.0m		-9.4%PE20.5x
JBH JB Hi-FiAU$77.960.9%
+AU$78.7m		-28.3%PE17.7x
AX1 Accent GroupAU$0.7413.8%
+AU$54.1m		-44.8%PE11.5x

Latest News

TPW
AU$5.67
Temple & Webster Group
7D
7.6%
1Y
-73.4%
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$23.41
Lovisa Holdings
7D
5.5%
1Y
-21.5%
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.
APE
AU$22.44
Eagers Automotive
7D
0.7%
1Y
33.8%
Analysis Article • Jun 18

Eagers Automotive (ASX:APE) Shares Could Be 19.6% Undervalued After 10% Buyback Plan

Eagers Automotive (ASX:APE) has announced a share repurchase program that authorizes the buyback of up to 28,236,433 shares, or 10% of its issued capital, as part of its active capital management plans. See our latest analysis for Eagers Automotive. The A$22.61 share price has climbed 12.54% over the past 90 days, yet the year to date share price return is down 8.28%, while the 1 year total shareholder return of 41.42% and 3 year total shareholder return of 104.58% point to strong momentum...
AX1
AU$0.74
Accent Group
7D
13.8%
1Y
-44.8%
JBH
AU$77.96
JB Hi-Fi
7D
0.9%
1Y
-28.3%
Analysis Article • Jun 17

JB Hi-Fi (ASX:JBH) Shares Could Be 12.5% Overvalued Despite Resilient Retail Narrative

Recent attention on JB Hi-Fi (ASX:JBH) has been driven by its position in consumer electronics and home appliances, together with a long record of disciplined operations and shareholder returns across different retail banners. See our latest analysis for JB Hi-Fi. At a recent share price of A$78.25, JB Hi-Fi has seen short term momentum pick up, with a 7 day share price return of 6.54% and 30 day return of 9.70%. However, the year to date share price return is down 18.70% and the 1 year total...
UNI
AU$7.41
Universal Store Holdings
7D
8.7%
1Y
0.4%
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...
NCK
AU$16.43
Nick Scali
7D
6.3%
1Y
-9.4%
STP
AU$0.15
Step One Clothing
7D
-6.3%
1Y
-77.6%
Narrative Update • Jun 15

STP: Lower Discount Rate And Stable Margins Will Support Future Upside

Analysts have maintained their fair value estimate for Step One Clothing at A$0.25 per share, making only small adjustments to inputs such as the discount rate and assumed future P/E. As a result, the headline price target remains unchanged, even though the supporting model has been fine tuned.
CTT
AU$0.21
Cettire
7D
-2.3%
1Y
-33.8%
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.
SUL
AU$13.12
Super Retail Group
7D
6.9%
1Y
-5.3%
BBN
AU$1.65
Baby Bunting Group
7D
-0.6%
1Y
-7.3%
Narrative Update • Jun 08

BBN: Higher Discount Rate And Lower P/E Will Support Future Upside Potential

Analysts have revised their fair value estimate for Baby Bunting Group from A$2.40 to A$1.79, following updated assumptions for discount rates, revenue growth, profit margins and future P/E expectations. What's in the News No recent company specific news items were identified for Baby Bunting Group in the provided sources.
CCX
AU$0.038
City Chic Collective
7D
-5.0%
1Y
-50.0%
CMA
AU$0.74
Carma
7D
-3.2%
1Y
n/a