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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies27
  • 7D0.3%
  • 3M-0.8%
  • 1Y-20.4%
  • YTD-21.0%

In the last week, Specialty Stores has been flat. Unfortunately though, the industry is down 20% over the past 12 months. 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
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
Sat, 01 Jul 2023AU$22.9bAU$35.7bAU$2.0b8.7x11.2x0.6x
Price to Earnings Ratio

11.2x


Total Market Cap: AU$22.9bTotal 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 Market-1.45%
Consumer Discretionary2.02%
Specialty Stores0.29%
Home Improvement Retail12.50%
Apparel Retail1.49%
Home Furnishing Retail1.37%
Specialty Stores1.09%
Computer and Electronics Retail0.29%
Automotive Retail-1.99%
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
BLX Beacon Lighting GroupAU$1.727.9%
+AU$28.7m		-51.3%PE13.9x
PMV Premier InvestmentsAU$14.190.9%
+AU$19.1m		-27.6%PE15.7x
PWR Peter Warren Automotive HoldingsAU$0.947.5%
+AU$11.2m		-31.3%PE10.1x
CTT CettireAU$0.217.7%
+AU$5.7m		-35.4%PS0.1x
CMA CarmaAU$0.765.6%
+AU$5.5m		n/aPS1.2x

Latest News

APE
AU$21.58
Eagers Automotive
7D
-4.6%
1Y
24.0%
SUL
AU$12.81
Super Retail Group
7D
-1.9%
1Y
-10.3%
Narrative Update • Jun 22

SUL: Store Expansion And Cost Savings Program Will Support Long Term Upside

Analysts have trimmed their price target for Super Retail Group slightly from A$16.00 to A$15.90, reflecting updated views on discount rates, revenue growth assumptions, profit margins, and future P/E expectations. What’s in the News for Super Retail Group Super Retail Group has outlined a five year plan to expand its store network from about 790 locations to more than 900 by 2031, focusing on underserved regional towns and new formats across Supercheap Auto, rebel, BCF and Macpac.
BBN
AU$1.47
Baby Bunting Group
7D
-13.8%
1Y
-17.9%
Narrative Update • Jun 22

BBN: Lower Discount Rate And Margin Outlook Will Support Future Upside Potential

Analysts have kept their A$3.60 price target for Baby Bunting Group steady, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that offset each other and leave their overall valuation view unchanged. What’s in the News for Baby Bunting Group No recent primary news stories for Baby Bunting Group were identified in the provided sources.
PWR
AU$0.94
Peter Warren Automotive Holdings
7D
7.5%
1Y
-31.3%
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$5.72
Temple & Webster Group
7D
-3.4%
1Y
-72.8%
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$21.98
Lovisa Holdings
7D
-3.7%
1Y
-28.8%
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.
SSG
AU$1.37
Shaver Shop Group
7D
1.9%
1Y
5.8%
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.
AX1
AU$0.70
Accent Group
7D
-6.7%
1Y
-48.5%
JBH
AU$78.40
JB Hi-Fi
7D
-0.4%
1Y
-27.9%
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...
NCK
AU$15.90
Nick Scali
7D
-2.8%
1Y
-15.7%
CTT
AU$0.21
Cettire
7D
7.7%
1Y
-35.4%
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.
BLX
AU$1.72
Beacon Lighting Group
7D
7.9%
1Y
-51.3%
Narrative Update • Jun 07

BLX: Lower Margin And P/E Assumptions Will Support Future Upside Potential

Analysts have trimmed their price target on Beacon Lighting Group to A$2.40 from A$2.64, reflecting adjusted assumptions around fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News No recent company-specific news items for Beacon Lighting Group were identified from the provided sources.
ABY
AU$0.31
Adore Beauty Group
7D
17.0%
1Y
-52.3%
XEN
AU$0.003
Xenitra
7D
20.0%
1Y
50.0%
PMV
AU$14.19
Premier Investments
7D
0.9%
1Y
-27.6%
CMA
AU$0.76
Carma
7D
5.6%
1Y
n/a