Narrative Update • Jun 22

In the last week, Specialty Stores has been flat. Unfortunately though, the industry is down 19% over the past 12 months. Earnings are forecast to grow by 11% annually.
Has the Australian Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | AU$28.4b | AU$43.3b | AU$1.4b | 16.2x | 20.3x | 0.7x |
| Thu, 21 May 2026 | AU$25.1b | AU$43.2b | AU$1.4b | 12.7x | 18x | 0.6x |
| Sat, 18 Apr 2026 | AU$28.2b | AU$43.2b | AU$1.4b | 14.3x | 20.3x | 0.7x |
| Mon, 16 Mar 2026 | AU$27.7b | AU$43.2b | AU$1.4b | 15.8x | 19.9x | 0.6x |
| Wed, 11 Feb 2026 | AU$33.2b | AU$41.2b | AU$1.4b | 21.7x | 23.3x | 0.8x |
| Fri, 09 Jan 2026 | AU$35.0b | AU$41.2b | AU$1.4b | 22.1x | 24.6x | 0.8x |
| Sun, 07 Dec 2025 | AU$36.5b | AU$41.2b | AU$1.4b | 22.4x | 25.6x | 0.9x |
| Tue, 04 Nov 2025 | AU$41.2b | AU$41.2b | AU$1.4b | 24.5x | 28.9x | 1x |
| Thu, 02 Oct 2025 | AU$41.2b | AU$41.2b | AU$1.4b | 25.1x | 28.9x | 1x |
| Sat, 30 Aug 2025 | AU$42.9b | AU$42.0b | AU$1.5b | 27x | 28.2x | 1x |
| Mon, 28 Jul 2025 | AU$35.9b | AU$40.1b | AU$1.5b | 21.2x | 23.5x | 0.9x |
| Wed, 25 Jun 2025 | AU$34.5b | AU$40.1b | AU$1.5b | 20.4x | 22.6x | 0.9x |
| Fri, 23 May 2025 | AU$34.8b | AU$40.1b | AU$1.5b | 20.4x | 22.8x | 0.9x |
| Sun, 20 Apr 2025 | AU$32.2b | AU$40.1b | AU$1.5b | 19.6x | 21.1x | 0.8x |
| Tue, 18 Mar 2025 | AU$30.7b | AU$40.1b | AU$1.5b | 18.9x | 19.8x | 0.8x |
| Thu, 13 Feb 2025 | AU$33.7b | AU$39.0b | AU$1.6b | 18.2x | 20.4x | 0.9x |
| Sat, 11 Jan 2025 | AU$33.9b | AU$38.5b | AU$1.6b | 17.7x | 20.7x | 0.9x |
| Mon, 09 Dec 2024 | AU$34.6b | AU$38.5b | AU$1.6b | 18x | 21.1x | 0.9x |
| Wed, 06 Nov 2024 | AU$31.6b | AU$38.5b | AU$1.6b | 17.1x | 19.3x | 0.8x |
| Fri, 04 Oct 2024 | AU$33.2b | AU$38.5b | AU$1.6b | 17.3x | 20.2x | 0.9x |
| Sun, 01 Sep 2024 | AU$32.4b | AU$38.5b | AU$1.7b | 16.8x | 19.5x | 0.8x |
| Tue, 30 Jul 2024 | AU$29.8b | AU$37.3b | AU$1.8b | 16.2x | 17x | 0.8x |
| Thu, 27 Jun 2024 | AU$28.7b | AU$37.3b | AU$1.8b | 14.1x | 16.3x | 0.8x |
| Sat, 25 May 2024 | AU$27.6b | AU$37.3b | AU$1.8b | 13.8x | 15.7x | 0.7x |
| Mon, 22 Apr 2024 | AU$29.6b | AU$37.3b | AU$1.8b | 14.3x | 16.9x | 0.8x |
| Wed, 20 Mar 2024 | AU$31.5b | AU$37.3b | AU$1.8b | 14.7x | 17.9x | 0.8x |
| Fri, 16 Feb 2024 | AU$31.3b | AU$36.0b | AU$1.8b | 14.2x | 17.2x | 0.9x |
| Sun, 14 Jan 2024 | AU$28.6b | AU$36.7b | AU$1.9b | 12.8x | 15.1x | 0.8x |
| Tue, 12 Dec 2023 | AU$26.5b | AU$36.7b | AU$1.9b | 11.1x | 14x | 0.7x |
| Thu, 09 Nov 2023 | AU$24.9b | AU$36.7b | AU$1.9b | 10.8x | 13.1x | 0.7x |
| Sat, 07 Oct 2023 | AU$24.0b | AU$36.7b | AU$1.9b | 10.3x | 12.6x | 0.7x |
| Mon, 04 Sep 2023 | AU$26.2b | AU$36.7b | AU$1.9b | 11.2x | 13.6x | 0.7x |
| Wed, 02 Aug 2023 | AU$24.9b | AU$35.7b | AU$2.0b | 9.4x | 12.3x | 0.7x |
| Fri, 30 Jun 2023 | AU$22.7b | AU$35.7b | AU$2.0b | 8.7x | 11.2x | 0.6x |
11.2x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | -0.91% | |
| Consumer Discretionary | 0.99% | |
| Specialty Stores | 0.50% | |
| Home Improvement Retail | 10.00% | |
| Apparel Retail | 2.92% | |
| Home Furnishing Retail | 2.88% | |
| Specialty Stores | 2.66% | |
| Computer and Electronics Retail | -0.96% | |
| Automotive Retail | -1.98% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SUL Super Retail Group | AU$12.95 | 2.2% +AU$63.2m | -7.6% | PE14.9x | |
| BLX Beacon Lighting Group | AU$1.80 | 12.5% +AU$45.9m | -48.6% | PE14.6x | |
| TPW Temple & Webster Group | AU$5.93 | 6.3% +AU$40.8m | -71.9% | PE85.5x | |
| UNI Universal Store Holdings | AU$7.57 | 7.4% +AU$39.9m | 4.1% | PE14.4x | |
| PMV Premier Investments | AU$14.32 | 1.4% +AU$31.9m | -26.1% | PE15.8x |