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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJul 17, 2026
DataAggregated Company Financials
Companies27
  • 7D0.1%
  • 3M-0.6%
  • 1Y-23.9%
  • YTD-20.5%

In the last week, the Specialty Stores industry is flat overall, with Nick Scali standing out by going down 3.7%. As for the longer term, the industry has declined 25% in the last year. 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
Fri, 17 Jul 2026AU$28.3bAU$43.3bAU$1.4b15.9x20.2x0.7x
Sun, 14 Jun 2026AU$27.6bAU$43.3bAU$1.4b15.6x19.7x0.6x
Tue, 12 May 2026AU$27.0bAU$43.2bAU$1.4b13.7x19.4x0.6x
Thu, 09 Apr 2026AU$28.8bAU$43.2bAU$1.4b14.8x20.7x0.7x
Sat, 07 Mar 2026AU$29.3bAU$43.2bAU$1.4b16.8x21.1x0.7x
Mon, 02 Feb 2026AU$33.6bAU$41.2bAU$1.4b21.4x23.5x0.8x
Wed, 31 Dec 2025AU$35.5bAU$41.2bAU$1.4b22.8x24.9x0.9x
Fri, 28 Nov 2025AU$38.2bAU$41.2bAU$1.4b22.9x26.8x0.9x
Sun, 26 Oct 2025AU$41.6bAU$41.2bAU$1.4b23.3x29.2x1x
Tue, 23 Sep 2025AU$41.8bAU$42.0bAU$1.5b25.3x27.6x1x
Thu, 21 Aug 2025AU$40.0bAU$40.6bAU$1.5b23.9x26.2x1x
Sat, 19 Jul 2025AU$37.6bAU$42.7bAU$1.6b24.5x24.2x0.9x
Mon, 16 Jun 2025AU$35.2bAU$40.1bAU$1.5b20.1x23.1x0.9x
Wed, 14 May 2025AU$35.0bAU$40.1bAU$1.5b21.3x22.9x0.9x
Fri, 11 Apr 2025AU$31.7bAU$40.1bAU$1.5b19.3x20.8x0.8x
Sun, 09 Mar 2025AU$31.6bAU$40.1bAU$1.5b19.3x20.4x0.8x
Tue, 04 Feb 2025AU$34.9bAU$38.5bAU$1.6b16.8x21.3x0.9x
Thu, 02 Jan 2025AU$33.6bAU$38.5bAU$1.6b18.6x20.5x0.9x
Sat, 30 Nov 2024AU$33.2bAU$38.5bAU$1.6b17.4x20.3x0.9x
Mon, 28 Oct 2024AU$32.1bAU$38.5bAU$1.6b17.8x19.6x0.8x
Wed, 25 Sep 2024AU$33.4bAU$38.5bAU$1.7b17.4x20.2x0.9x
Fri, 23 Aug 2024AU$32.9bAU$37.7bAU$1.7b16.4x19.4x0.9x
Sun, 21 Jul 2024AU$29.3bAU$37.3bAU$1.8b16.1x16.6x0.8x
Tue, 18 Jun 2024AU$28.0bAU$37.3bAU$1.8b14.1x15.9x0.8x
Thu, 16 May 2024AU$29.3bAU$37.3bAU$1.8b14.4x16.7x0.8x
Sat, 13 Apr 2024AU$31.2bAU$37.3bAU$1.8b15x17.7x0.8x
Mon, 11 Mar 2024AU$31.0bAU$37.3bAU$1.8b14x17.7x0.8x
Wed, 07 Feb 2024AU$28.7bAU$36.0bAU$1.9b13.1x15.2x0.8x
Fri, 05 Jan 2024AU$27.8bAU$36.7bAU$1.9b11.7x14.7x0.8x
Sun, 03 Dec 2023AU$25.5bAU$36.7bAU$1.9b11.1x13.5x0.7x
Tue, 31 Oct 2023AU$23.4bAU$36.7bAU$1.9b10.6x12.4x0.6x
Thu, 28 Sep 2023AU$24.6bAU$36.7bAU$1.9b10.5x12.8x0.7x
Sat, 26 Aug 2023AU$25.4bAU$37.0bAU$1.9b10.3x13.3x0.7x
Mon, 24 Jul 2023AU$23.9bAU$35.7bAU$2.0b9.1x11.7x0.7x
Price to Earnings Ratio

11.7x


Total Market Cap: AU$23.9bTotal Earnings: AU$2.0bTotal Revenue: AU$35.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 19.7x202420252026
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 19.7x.
  • 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 Market0.80%
Consumer Discretionary0.72%
Specialty Stores0.13%
Automotive Retail1.55%
Specialty Stores0.86%
Computer and Electronics Retail0.27%
Home Improvement Retail0%0
Apparel Retail-0.94%
Home Furnishing Retail-4.63%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 18.1x.
    • Analysts are expecting annual earnings growth of 15.4%, 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 19.8x.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 19% 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 2.6% 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
APE Eagers AutomotiveAU$21.931.6%
+AU$98.8m		11.9%PE27.3x
LOV Lovisa HoldingsAU$23.631.9%
+AU$47.6m		-27.8%PE29.8x
JBH JB Hi-FiAU$79.000.3%
+AU$23.0m		-26.9%PE17.9x
SUL Super Retail GroupAU$13.050.6%
+AU$18.1m		-13.5%PE15x
AX1 Accent GroupAU$0.742.8%
+AU$12.0m		-50.7%PE11.5x

Latest News

PMV
AU$14.41
Premier Investments
7D
-1.4%
1Y
-28.6%
AX1
AU$0.74
Accent Group
7D
2.8%
1Y
-50.7%
APE
AU$21.93
Eagers Automotive
7D
1.6%
1Y
11.9%
Narrative Update • Jul 14

APE: Share Buyback And Earnings Multiple Will Drive Future Upside Potential

Analysts have revised their 12 month price target for Eagers Automotive from A$31.00 to A$28.50. This reflects updated views on fair value that take into account modestly different assumptions for discount rate, revenue growth, profit margins and future P/E.
CCX
AU$0.065
City Chic Collective
7D
38.3%
1Y
-23.5%
SUL
AU$13.05
Super Retail Group
7D
0.6%
1Y
-13.5%
JBH
AU$79.00
JB Hi-Fi
7D
0.3%
1Y
-26.9%
Narrative Update • Jul 13

JBH: Higher Dividends And Margin Pressures Will Shape A Measured Outlook

Analysts have reset their 12 month price target for JB Hi-Fi to A$79.48 from A$92.64. This reflects updated assumptions for slightly lower revenue growth, profit margins and future P/E multiples, along with recent Street research flagging tougher near term trading conditions and supply shortages in key Apple categories.
UNI
AU$7.55
Universal Store Holdings
7D
-2.1%
1Y
-6.2%
NCK
AU$15.64
Nick Scali
7D
-3.7%
1Y
-16.7%
Narrative Update • Jul 10

nan

Analysts have reduced their price target for Nick Scali from A$19.00 to A$14.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E multiples. What’s in the News for Nick Scali No recent Nick Scali specific news items were identified in the provided sources.
ADH
AU$1.44
Adairs
7D
-6.5%
1Y
-32.6%
Narrative Update • Jul 08

ADH: Higher Margin Outlook Will Support Re-Rated Earnings Multiple

Analysts have reduced their price target for Adairs to A$2.10 from A$2.70, reflecting updated assumptions around slightly lower revenue growth and a lower future P/E multiple, partly offset by modestly higher profit margin expectations and a reduced discount rate. What's in the News for Adairs No recent Adairs specific news items have been identified from the provided sources.
LOV
AU$23.63
Lovisa Holdings
7D
1.9%
1Y
-27.8%
Narrative Update • Jul 07

LOV: Future Dividend Stream And Adjusted P/E Will Support Balanced Return Outlook

Analysts have reduced their 12 month price target for Lovisa Holdings by A$2, from A$24.00 to A$22.00, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples in their valuation models. What’s in the News for Lovisa Holdings No recent news stories for Lovisa Holdings were identified in the provided sources.
BBN
AU$1.32
Baby Bunting Group
7D
-3.0%
1Y
-28.1%
Narrative Update • Jul 07

BBN: Lower Growth Assumptions Will Support Future Margin Recovery Potential

Analysts have trimmed their fair value estimate for Baby Bunting Group from A$3.03 to A$2.57, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E multiples. What’s in the News for Baby Bunting Group No recent news items for Baby Bunting Group have been provided in the available sources as of 6 Jul 2026.
TPW
AU$5.28
Temple & Webster Group
7D
-7.0%
1Y
-76.2%
Narrative Update • Jul 02

TPW: Lower Expectations And Index Removal Will Set Up Future Share Rebound

Analysts have revised their price expectations for Temple & Webster Group, with the updated fair value moving from A$21.19 to A$7.33. The change reflects the application of a slightly higher discount rate, lower revenue growth and profit margin assumptions, and a reduced future P/E multiple.
CTT
AU$0.18
Cettire
7D
-9.8%
1Y
-42.2%
Narrative Update • Jun 28

CTT: High Margins And Lower Risk Premium Will Support Future Upside

Analysts have revised their fair value estimate for Cettire lower from A$0.76 to A$0.58, citing updated assumptions that include a reduced discount rate, a smaller projected revenue decline, a higher expected profit margin, and a lower future P/E multiple. What’s in the News for Cettire No recent Cettire specific news items were identified in the provided sources.
SK1
AU$2.72
Skinkandy
7D
-1.1%
1Y
n/a
MTO
AU$2.50
MotorCycle Holdings
7D
2.9%
1Y
-18.3%
KOA
AU$2.95
Koala
7D
1.7%
1Y
n/a