Analysis Article • Jul 31
Have your own idea? Try our Stock Screener
Australian (ASX) Specialty Stores Industry Analysis
UpdatedAug 02, 2026
DataAggregated Company Financials
Companies27
- 7D7.4%
- 3M1.5%
- 1Y-24.7%
- YTD-18.5%
In the last week, the Specialty Stores industry is up 7.4%, with Eagers Automotive leading the way, up 11%. However, the industry is down 25% over the past 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | AU$29.0b | AU$43.3b | AU$1.4b | 15.3x | 20.7x | 0.7x |
| Tue, 30 Jun 2026 | AU$29.0b | AU$43.3b | AU$1.4b | 16.5x | 20.7x | 0.7x |
| Thu, 28 May 2026 | AU$26.8b | AU$43.3b | AU$1.4b | 13.5x | 19.2x | 0.6x |
| Sat, 25 Apr 2026 | AU$27.8b | AU$43.2b | AU$1.4b | 14x | 20x | 0.6x |
| Mon, 23 Mar 2026 | AU$26.4b | AU$43.2b | AU$1.4b | 15.1x | 19x | 0.6x |
| Wed, 18 Feb 2026 | AU$31.8b | AU$41.8b | AU$1.5b | 21.1x | 21.9x | 0.8x |
| Fri, 16 Jan 2026 | AU$34.8b | AU$41.2b | AU$1.4b | 21.7x | 24.4x | 0.8x |
| Sun, 14 Dec 2025 | AU$34.5b | AU$41.2b | AU$1.4b | 21.9x | 24.2x | 0.8x |
| Tue, 11 Nov 2025 | AU$40.5b | AU$41.2b | AU$1.4b | 23.1x | 28.4x | 1x |
| Thu, 09 Oct 2025 | AU$42.1b | AU$41.2b | AU$1.4b | 25.8x | 29.5x | 1x |
| Sat, 06 Sep 2025 | AU$42.3b | AU$42.0b | AU$1.5b | 26x | 27.9x | 1x |
| Mon, 04 Aug 2025 | AU$37.5b | AU$40.1b | AU$1.5b | 21.9x | 24.6x | 0.9x |
| Wed, 02 Jul 2025 | AU$35.3b | AU$40.1b | AU$1.5b | 20.8x | 23.1x | 0.9x |
| Fri, 30 May 2025 | AU$35.4b | AU$40.1b | AU$1.5b | 20.6x | 23.2x | 0.9x |
| Sun, 27 Apr 2025 | AU$32.6b | AU$40.1b | AU$1.5b | 19.5x | 21.4x | 0.8x |
| Tue, 25 Mar 2025 | AU$31.6b | AU$40.1b | AU$1.5b | 19.3x | 20.7x | 0.8x |
| Thu, 20 Feb 2025 | AU$34.6b | AU$39.1b | AU$1.7b | 18.8x | 21x | 0.9x |
| Sat, 18 Jan 2025 | AU$32.7b | AU$38.5b | AU$1.6b | 17.2x | 20x | 0.9x |
| Mon, 16 Dec 2024 | AU$33.7b | AU$38.5b | AU$1.6b | 17.5x | 20.6x | 0.9x |
| Wed, 13 Nov 2024 | AU$33.2b | AU$38.5b | AU$1.6b | 17.5x | 20.2x | 0.9x |
| Fri, 11 Oct 2024 | AU$33.7b | AU$38.5b | AU$1.6b | 17.2x | 20.6x | 0.9x |
| Sun, 08 Sep 2024 | AU$33.0b | AU$38.5b | AU$1.7b | 17.1x | 19.9x | 0.9x |
| Tue, 06 Aug 2024 | AU$28.8b | AU$37.3b | AU$1.8b | 15.7x | 16.4x | 0.8x |
| Thu, 04 Jul 2024 | AU$27.6b | AU$37.3b | AU$1.8b | 13.8x | 15.7x | 0.7x |
| Sat, 01 Jun 2024 | AU$28.0b | AU$37.3b | AU$1.8b | 14x | 15.9x | 0.8x |
| Mon, 29 Apr 2024 | AU$29.8b | AU$37.3b | AU$1.8b | 15x | 16.9x | 0.8x |
| Wed, 27 Mar 2024 | AU$32.2b | AU$37.3b | AU$1.8b | 15.1x | 18.3x | 0.9x |
| Fri, 23 Feb 2024 | AU$30.8b | AU$37.1b | AU$1.8b | 13.5x | 16.9x | 0.8x |
| Sun, 21 Jan 2024 | AU$28.5b | AU$36.7b | AU$1.9b | 12.5x | 15x | 0.8x |
| Tue, 19 Dec 2023 | AU$27.9b | AU$36.7b | AU$1.9b | 11.6x | 14.7x | 0.8x |
| Thu, 16 Nov 2023 | AU$25.6b | AU$36.7b | AU$1.9b | 10.9x | 13.5x | 0.7x |
| Sat, 14 Oct 2023 | AU$24.9b | AU$36.7b | AU$1.9b | 10.8x | 13.1x | 0.7x |
| Mon, 11 Sep 2023 | AU$25.1b | AU$36.7b | AU$1.9b | 10.7x | 13.1x | 0.7x |
| Wed, 09 Aug 2023 | AU$24.6b | AU$35.7b | AU$2.0b | 9.4x | 12.1x | 0.7x |
Price to Earnings Ratio
12.1x
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 19.8x.
- 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 | 1.96% | |
| Consumer Discretionary | 4.51% | |
| Specialty Stores | 7.43% | |
| Automotive Retail | 10.15% | |
| Specialty Stores | 8.59% | |
| Computer and Electronics Retail | 7.77% | |
| Home Furnishing Retail | 6.88% | |
| Apparel Retail | 0.38% | |
| Home Improvement Retail | -2.74% | |
Industry PE
- Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 18.3x.
- Analysts are expecting annual earnings growth of 15.3%, 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| APE Eagers Automotive | AU$23.52 | 11.0% +AU$657.5m | 17.8% | PE29.3x | |
| JBH JB Hi-Fi | AU$81.93 | 7.8% +AU$646.2m | -27.3% | PE18.6x | |
| LOV Lovisa Holdings | AU$23.86 | 15.5% +AU$354.4m | -29.4% | PE30.1x | |
| SUL Super Retail Group | AU$13.31 | 5.1% +AU$146.8m | -12.1% | PE15.3x | |
| TPW Temple & Webster Group | AU$5.55 | 12.6% +AU$72.3m | -77.4% | PE80x |
