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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies27
  • 7D7.6%
  • 3M-1.1%
  • 1Y-23.5%
  • YTD-22.5%

The Specialty Stores industry is up 6.0% in the last week, with JB Hi-Fi up 7.2%. Meanwhile, Cettire actually underperformed within the industry, shrinking 10% in the last week. In contrast, the industry has lost 27% in the last 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Jun 2026AU$27.6bAU$43.3bAU$1.4b15.6x19.7x0.6x
Mon, 11 May 2026AU$27.2bAU$43.2bAU$1.4b13.8x19.5x0.6x
Wed, 08 Apr 2026AU$27.5bAU$43.2bAU$1.4b14.5x19.8x0.6x
Fri, 06 Mar 2026AU$29.0bAU$43.2bAU$1.4b16.7x20.9x0.7x
Sun, 01 Feb 2026AU$33.6bAU$41.2bAU$1.4b21.4x23.5x0.8x
Tue, 30 Dec 2025AU$35.2bAU$41.2bAU$1.4b22.6x24.7x0.9x
Thu, 27 Nov 2025AU$38.3bAU$41.2bAU$1.4b23x26.9x0.9x
Sat, 25 Oct 2025AU$41.6bAU$41.2bAU$1.4b23.3x29.2x1x
Mon, 22 Sep 2025AU$42.3bAU$42.0bAU$1.5b25.7x27.9x1x
Wed, 20 Aug 2025AU$39.6bAU$40.6bAU$1.5b23.6x25.9x1x
Fri, 18 Jul 2025AU$37.3bAU$42.7bAU$1.6b23.7x24.1x0.9x
Sun, 15 Jun 2025AU$35.2bAU$40.1bAU$1.5b20.1x23.1x0.9x
Tue, 13 May 2025AU$34.7bAU$40.1bAU$1.5b21.3x22.7x0.9x
Thu, 10 Apr 2025AU$29.6bAU$40.1bAU$1.5b18.6x19.4x0.7x
Sat, 08 Mar 2025AU$31.6bAU$40.1bAU$1.5b19.3x20.4x0.8x
Mon, 03 Feb 2025AU$35.3bAU$38.5bAU$1.6b17.2x21.5x0.9x
Wed, 01 Jan 2025AU$33.6bAU$38.5bAU$1.6b18.6x20.5x0.9x
Fri, 29 Nov 2024AU$33.1bAU$38.5bAU$1.6b17.3x20.2x0.9x
Sun, 27 Oct 2024AU$32.1bAU$38.5bAU$1.6b17.8x19.6x0.8x
Tue, 24 Sep 2024AU$33.1bAU$38.5bAU$1.7b17.2x20x0.9x
Thu, 22 Aug 2024AU$32.4bAU$37.4bAU$1.7b16.8x18.8x0.9x
Sat, 20 Jul 2024AU$29.3bAU$37.3bAU$1.8b16.1x16.6x0.8x
Mon, 17 Jun 2024AU$28.2bAU$37.3bAU$1.8b14.1x16x0.8x
Wed, 15 May 2024AU$29.1bAU$37.3bAU$1.8b14.4x16.6x0.8x
Fri, 12 Apr 2024AU$31.5bAU$37.3bAU$1.8b15.1x17.9x0.8x
Sun, 10 Mar 2024AU$31.0bAU$37.3bAU$1.8b14x17.7x0.8x
Tue, 06 Feb 2024AU$28.2bAU$36.0bAU$1.9b13.2x14.9x0.8x
Thu, 04 Jan 2024AU$27.9bAU$36.7bAU$1.9b11.7x14.7x0.8x
Sat, 02 Dec 2023AU$25.5bAU$36.7bAU$1.9b11.1x13.5x0.7x
Mon, 30 Oct 2023AU$23.5bAU$36.7bAU$1.9b10.8x12.4x0.6x
Wed, 27 Sep 2023AU$24.7bAU$36.7bAU$1.9b10.6x12.8x0.7x
Fri, 25 Aug 2023AU$25.3bAU$36.9bAU$1.9b10.4x13.2x0.7x
Sun, 23 Jul 2023AU$23.9bAU$35.7bAU$2.0b9.1x11.7x0.7x
Tue, 20 Jun 2023AU$22.2bAU$35.7bAU$2.0b8.2x10.9x0.6x
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 19.5x202420252026
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 Market1.68%
Consumer Discretionary7.53%
Specialty Stores7.58%
Home Furnishing Retail9.87%
Apparel Retail8.31%
Specialty Stores7.75%
Home Improvement Retail7.43%
Computer and Electronics Retail7.15%
Automotive Retail6.87%
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 15.6%, 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 19.6x.
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$77.247.2%
+AU$564.2m		-29.3%PE17.5x
APE Eagers AutomotiveAU$22.297.1%
+AU$414.8m		27.0%PE27.8x
SUL Super Retail GroupAU$12.278.4%
+AU$214.5m		-12.4%PE14.1x
PMV Premier InvestmentsAU$14.139.5%
+AU$196.2m		-27.5%PE15.6x
LOV Lovisa HoldingsAU$22.208.7%
+AU$196.0m		-32.0%PE28x

Latest News

SUL
AU$12.27
Super Retail Group
7D
8.4%
1Y
-12.4%
NCK
AU$15.46
Nick Scali
7D
11.7%
1Y
-17.8%
Narrative Update • Jun 11

NCK: Future Returns Will Be Supported By Steady Margins And Fair Pricing

Analysts have trimmed their price target for Nick Scali to A$18.73 from A$19.20 as they now apply a slightly lower discount rate and make modest adjustments to assumptions for revenue growth, profit margins and future P/E. What's in the News No recent company specific news, periodical coverage or key developments for Nick Scali are provided in the available sources.
LOV
AU$22.20
Lovisa Holdings
7D
8.7%
1Y
-32.0%
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.
TPW
AU$5.27
Temple & Webster Group
7D
13.1%
1Y
-75.9%
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.
MHJ
AU$0.31
Michael Hill International
7D
-6.1%
1Y
-22.5%
Narrative Update • Jun 02

MHJ: Index Removal Will Support Future Upside At Steady Fair Value Estimate

Analysts have kept their fair value estimate for Michael Hill International steady at A$0.75, with only small tweaks to the discount rate and future P/E assumption shaping the updated price target narrative. What's in the News Michael Hill International Limited was removed from the S&P/ASX All Ordinaries Index, according to a recent index constituent change notice.
APE
AU$22.29
Eagers Automotive
7D
7.1%
1Y
27.0%
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$77.24
JB Hi-Fi
7D
7.2%
1Y
-29.3%
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
10.2%
1Y
-52.2%
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.
STP
AU$0.16
Step One Clothing
7D
-3.0%
1Y
-75.9%
Narrative Update • Jun 01

STP: Index Removal And Stable Margins Will Support Future Capital Upside

Analysts have nudged their price target for Step One Clothing to A$0.25. The small adjustment is mainly tied to a slightly higher discount rate and a marginally updated future P/E assumption, while revenue growth and profit margin expectations remain effectively unchanged.
CTT
AU$0.22
Cettire
7D
-10.2%
1Y
-13.7%
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).
ABY
AU$0.27
Adore Beauty Group
7D
-3.6%
1Y
-59.4%
XEN
AU$0.0025
Xenitra
7D
-16.7%
1Y
25.0%
PMV
AU$14.13
Premier Investments
7D
9.5%
1Y
-27.5%
CCX
AU$0.04
City Chic Collective
7D
-7.0%
1Y
-46.7%