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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies27
  • 7D7.6%
  • 3M-4.1%
  • 1Y-26.9%
  • YTD-23.9%

Over the last 7 days, the Specialty Stores industry has risen 7.6%, driven by gains from JB Hi-Fi of 10%. During this same period, the Cettire underperformed, falling 15%. In the past year, the industry is down 27%. 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
Thu, 11 Jun 2026AU$27.1bAU$43.3bAU$1.4b15.3x19.4x0.6x
Sat, 09 May 2026AU$27.2bAU$43.2bAU$1.4b13.8x19.5x0.6x
Mon, 06 Apr 2026AU$27.4bAU$43.2bAU$1.4b14.5x19.8x0.6x
Wed, 04 Mar 2026AU$29.6bAU$43.2bAU$1.4b17.2x21.3x0.7x
Fri, 30 Jan 2026AU$34.0bAU$41.2bAU$1.4b21.4x23.9x0.8x
Sun, 28 Dec 2025AU$35.6bAU$41.2bAU$1.4b22.8x25x0.9x
Tue, 25 Nov 2025AU$38.2bAU$41.2bAU$1.4b22.7x26.8x0.9x
Thu, 23 Oct 2025AU$41.5bAU$41.2bAU$1.4b22.8x29.1x1x
Sat, 20 Sep 2025AU$42.3bAU$42.0bAU$1.5b25.7x27.9x1x
Mon, 18 Aug 2025AU$39.4bAU$40.6bAU$1.5b23.4x25.8x1x
Wed, 16 Jul 2025AU$37.0bAU$42.7bAU$1.6b23.2x23.9x0.9x
Fri, 13 Jun 2025AU$36.1bAU$40.1bAU$1.5b20.2x23.7x0.9x
Sun, 11 May 2025AU$34.9bAU$40.1bAU$1.5b21.3x22.9x0.9x
Tue, 08 Apr 2025AU$28.7bAU$40.1bAU$1.5b18.4x18.8x0.7x
Thu, 06 Mar 2025AU$32.1bAU$40.1bAU$1.6b19.3x20.7x0.8x
Sat, 01 Feb 2025AU$35.3bAU$38.5bAU$1.6b17.2x21.5x0.9x
Mon, 30 Dec 2024AU$34.4bAU$38.5bAU$1.6b18.6x21x0.9x
Wed, 27 Nov 2024AU$32.6bAU$38.5bAU$1.6b17.3x19.9x0.8x
Fri, 25 Oct 2024AU$32.3bAU$38.5bAU$1.6b17.8x19.7x0.8x
Sun, 22 Sep 2024AU$33.1bAU$38.5bAU$1.7b17.2x20x0.9x
Tue, 20 Aug 2024AU$32.2bAU$37.4bAU$1.7b16.9x18.6x0.9x
Thu, 18 Jul 2024AU$29.1bAU$37.3bAU$1.8b15.4x16.6x0.8x
Sat, 15 Jun 2024AU$28.2bAU$37.3bAU$1.8b14.1x16x0.8x
Mon, 13 May 2024AU$28.8bAU$37.3bAU$1.8b14.6x16.4x0.8x
Wed, 10 Apr 2024AU$31.5bAU$37.3bAU$1.8b15.1x17.9x0.8x
Fri, 08 Mar 2024AU$30.8bAU$37.3bAU$1.8b14x17.6x0.8x
Sun, 04 Feb 2024AU$28.8bAU$36.7bAU$1.9b12.5x15.2x0.8x
Tue, 02 Jan 2024AU$28.3bAU$36.7bAU$1.9b11.7x14.9x0.8x
Thu, 30 Nov 2023AU$25.2bAU$36.7bAU$1.9b11.2x13.3x0.7x
Sat, 28 Oct 2023AU$23.5bAU$36.7bAU$1.9b10.8x12.4x0.6x
Mon, 25 Sep 2023AU$24.7bAU$36.7bAU$1.9b10.6x12.8x0.7x
Wed, 23 Aug 2023AU$25.5bAU$35.9bAU$1.9b10.8x13.1x0.7x
Fri, 21 Jul 2023AU$24.2bAU$35.7bAU$2.0b9.1x11.9x0.7x
Sun, 18 Jun 2023AU$22.2bAU$35.7bAU$2.0b8.1x10.9x0.6x
Price to Earnings Ratio

10.9x


Total Market Cap: AU$22.2bTotal 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 Market-1.74%
Consumer Discretionary5.06%
Specialty Stores7.59%
Computer and Electronics Retail10.34%
Apparel Retail8.61%
Automotive Retail6.82%
Home Furnishing Retail6.59%
Specialty Stores5.08%
Home Improvement Retail0.99%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 17.5x.
    • Analysts are expecting annual earnings growth of 15.7%, 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 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$76.0210.3%
+AU$779.6m		-31.7%PE17.2x
APE Eagers AutomotiveAU$21.777.1%
+AU$406.3m		22.0%PE27.1x
SUL Super Retail GroupAU$12.268.8%
+AU$223.6m		-15.5%PE14.1x
PMV Premier InvestmentsAU$13.899.9%
+AU$199.4m		-31.3%PE15.3x
NCK Nick ScaliAU$15.229.8%
+AU$116.3m		-20.3%PE19x

Latest News

SUL
AU$12.26
Super Retail Group
7D
8.8%
1Y
-15.5%
Narrative Update • Jun 07

SUL: Extended CFO Transition And Analyst Day Insights Will Support Upside

Analysts have trimmed their price target on Super Retail Group from A$16.40 to A$13.59. This reflects updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple.
SK1
AU$2.18
Skinkandy
7D
-1.8%
1Y
n/a
ADH
AU$1.27
Adairs
7D
-1.9%
1Y
-52.4%
Narrative Update • Jun 05

ADH: Store And Concept Rollout Will Support Recovery And Future Upside

Analysts have trimmed their Adairs price target to A$1.76 from A$2.27, reflecting updated assumptions for slightly lower revenue growth, profit margins and future P/E multiples, partly offset by a modest reduction in the discount rate. What's in the News No recent Adairs specific news items were identified in the provided sources.
LOV
AU$21.46
Lovisa Holdings
7D
2.6%
1Y
-34.3%
Narrative Update • Jun 04

LOV: Dividend Timeline Will Underpin Future Upside Potential

Analysts have trimmed their price target for Lovisa Holdings to A$32.50 from A$36.72. This reflects updated views on slightly higher revenue growth and profit margins, along with a lower assumed future P/E multiple.
SSG
AU$1.22
Shaver Shop Group
7D
-2.8%
1Y
-6.9%
Narrative Update • Jun 03

SSG: Index Removal Will Highlight Undervalued Cash Flow Upside

Analysts have made only a modest adjustment to their A$ price target for Shaver Shop Group, reflecting slightly updated assumptions for discount rate, revenue growth, profit margin and future P/E, while keeping fair value broadly aligned with prior estimates. What's in the News Shaver Shop Group Limited (ASX:SSG) was removed from the S&P/ASX All Ordinaries Index, according to an index constituent change notice.
TPW
AU$5.08
Temple & Webster Group
7D
5.6%
1Y
-77.5%
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$21.77
Eagers Automotive
7D
7.1%
1Y
22.0%
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$76.02
JB Hi-Fi
7D
10.3%
1Y
-31.7%
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.
AX1
AU$0.65
Accent Group
7D
16.2%
1Y
-64.2%
Narrative Update • Jun 01

AX1: Index Removals And Reset Assumptions Will Support Perceived Undervalued Upside

Analysts have trimmed their price expectations for Accent Group, with the updated fair value estimate moving from A$1.88 to A$1.19 as they factor in lower assumed revenue growth, reduced profit margins, and a more conservative future P/E multiple. What's in the News Accent Group Limited (ASX:AX1) is no longer included in the S&P/ASX 300 Index, according to recent index constituent changes.
CTT
AU$0.22
Cettire
7D
-15.4%
1Y
-52.7%
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).
NCK
AU$15.22
Nick Scali
7D
9.8%
1Y
-20.3%
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).
ABY
AU$0.28
Adore Beauty Group
7D
-5.1%
1Y
-57.3%
XEN
AU$0.002
Xenitra
7D
-33.3%
1Y
-20.0%
PMV
AU$13.89
Premier Investments
7D
9.9%
1Y
-31.3%
CCX
AU$0.041
City Chic Collective
7D
-14.6%
1Y
-45.3%
JYC
AU$5.95
Joyce
7D
-0.8%
1Y
35.2%