Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Australian (ASX) Specialty Stores Industry Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies27
  • 7D7.6%
  • 3M-4.1%
  • 1Y-26.9%
  • YTD-23.9%

The Specialty Stores industry is up 7.6% in the last week, with JB Hi-Fi up 6.8%. During this same period, the Carma underperformed, falling 14%. In the past year, the industry is down 27%. 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, 12 Jun 2026AU$27.1bAU$43.3bAU$1.4b15.3x19.4x0.6x
Sun, 10 May 2026AU$27.2bAU$43.2bAU$1.4b13.8x19.5x0.6x
Tue, 07 Apr 2026AU$27.4bAU$43.2bAU$1.4b14.5x19.8x0.6x
Thu, 05 Mar 2026AU$29.0bAU$43.2bAU$1.4b16.9x20.9x0.7x
Sat, 31 Jan 2026AU$33.6bAU$41.2bAU$1.4b21.4x23.5x0.8x
Mon, 29 Dec 2025AU$35.6bAU$41.2bAU$1.4b22.8x25x0.9x
Wed, 26 Nov 2025AU$38.8bAU$41.2bAU$1.4b22.8x27.2x0.9x
Fri, 24 Oct 2025AU$41.4bAU$41.2bAU$1.4b23.1x29x1x
Sun, 21 Sep 2025AU$42.3bAU$42.0bAU$1.5b25.7x27.9x1x
Tue, 19 Aug 2025AU$39.2bAU$40.6bAU$1.5b23.4x25.6x1x
Thu, 17 Jul 2025AU$37.0bAU$42.7bAU$1.6b23.4x23.9x0.9x
Sat, 14 Jun 2025AU$35.2bAU$40.1bAU$1.5b20.1x23.1x0.9x
Mon, 12 May 2025AU$34.9bAU$40.1bAU$1.5b21.3x22.9x0.9x
Wed, 09 Apr 2025AU$29.6bAU$40.1bAU$1.5b18.8x19.4x0.7x
Fri, 07 Mar 2025AU$31.9bAU$40.1bAU$1.5b19.3x20.6x0.8x
Sun, 02 Feb 2025AU$35.3bAU$38.5bAU$1.6b17.2x21.5x0.9x
Tue, 31 Dec 2024AU$34.4bAU$38.5bAU$1.6b18.6x21x0.9x
Thu, 28 Nov 2024AU$33.1bAU$38.5bAU$1.6b17.1x20.2x0.9x
Sat, 26 Oct 2024AU$32.1bAU$38.5bAU$1.6b17.8x19.6x0.8x
Mon, 23 Sep 2024AU$33.1bAU$38.5bAU$1.7b17.2x20x0.9x
Wed, 21 Aug 2024AU$32.4bAU$37.4bAU$1.7b16.8x18.7x0.9x
Fri, 19 Jul 2024AU$29.2bAU$37.3bAU$1.8b15.6x16.6x0.8x
Sun, 16 Jun 2024AU$28.2bAU$37.3bAU$1.8b14.1x16x0.8x
Tue, 14 May 2024AU$28.9bAU$37.3bAU$1.8b14.4x16.5x0.8x
Thu, 11 Apr 2024AU$31.9bAU$37.3bAU$1.8b15.2x18.1x0.9x
Sat, 09 Mar 2024AU$31.0bAU$37.3bAU$1.8b14x17.7x0.8x
Mon, 05 Feb 2024AU$28.8bAU$36.7bAU$1.9b12.5x15.2x0.8x
Wed, 03 Jan 2024AU$28.3bAU$36.7bAU$1.9b11.9x14.9x0.8x
Fri, 01 Dec 2023AU$25.4bAU$36.7bAU$1.9b11.1x13.4x0.7x
Sun, 29 Oct 2023AU$23.5bAU$36.7bAU$1.9b10.8x12.4x0.6x
Tue, 26 Sep 2023AU$24.9bAU$36.7bAU$1.9b10.8x12.9x0.7x
Thu, 24 Aug 2023AU$25.8bAU$36.3bAU$1.9b10.4x13.3x0.7x
Sat, 22 Jul 2023AU$23.9bAU$35.7bAU$2.0b9.1x11.7x0.7x
Mon, 19 Jun 2023AU$22.2bAU$35.7bAU$2.0b8.1x10.9x0.6x
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 19.4x202420252026
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 19.4x.
  • 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-1.74%
Consumer Discretionary5.06%
Specialty Stores7.59%
Computer and Electronics Retail10.34%
Apparel Retail8.61%
Automotive Retail6.82%
Home Furnishing Retail6.59%
Specialty Stores5.08%
Home Improvement Retail0.99%
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 15.7%, 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$76.216.8%
+AU$531.4m		-31.5%PE17.3x
SUL Super Retail GroupAU$12.3510.2%
+AU$257.4m		-13.5%PE14.2x
PMV Premier InvestmentsAU$14.0410.6%
+AU$213.7m		-30.5%PE15.5x
APE Eagers AutomotiveAU$21.743.5%
+AU$208.8m		23.5%PE27.1x
NCK Nick ScaliAU$15.058.9%
+AU$105.2m		-21.6%PE18.8x

Latest News

ASG
AU$1.72
Autosports Group
7D
-1.7%
1Y
-21.0%
Narrative Update • Jun 07

ASG: Future Returns Will Rely On Stable Margins And P/E Assumptions

Analysts have maintained their A$3.25 price target for Autosports Group, citing largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin and future P/E in their latest update. What's in the News There are no recent Autosports Group specific news items or key developments provided in the available sources.
SUL
AU$12.35
Super Retail Group
7D
10.2%
1Y
-13.5%
Narrative Update • Jun 07

SUL: Extended CFO Transition And Analyst Day Insights Will Support Upside

Analysts have trimmed their price target on Super Retail Group from A$16.40 to A$13.59. This reflects updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple.
LOV
AU$21.43
Lovisa Holdings
7D
3.9%
1Y
-35.0%
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.
APE
AU$21.74
Eagers Automotive
7D
3.5%
1Y
23.5%
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$76.21
JB Hi-Fi
7D
6.8%
1Y
-31.5%
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
15.0%
1Y
-64.0%
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$0.14
Step One Clothing
7D
-17.1%
1Y
-79.6%
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
-12.0%
1Y
-31.3%
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).
MTO
AU$2.28
MotorCycle Holdings
7D
-1.3%
1Y
-14.0%
NCK
AU$15.05
Nick Scali
7D
8.9%
1Y
-21.6%
Narrative Update • May 28

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

Analysts have revised their fair value estimate for Nick Scali to A$19.20 from A$25.73 as they update assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Nick Scali Limited appointed Keith Toms as Chief Financial Officer, bringing experience from ASX-listed companies, global multinationals and high growth start ups, including prior roles at mycar, Qantas, Coty and Koala (Key Developments).
XEN
AU$0.0025
Xenitra
7D
-16.7%
1Y
0%
UNI
AU$6.79
Universal Store Holdings
7D
9.7%
1Y
-10.4%
PMV
AU$14.04
Premier Investments
7D
10.6%
1Y
-30.5%
KOA
AU$3.00
Koala
7D
-2.9%
1Y
n/a
JYC
AU$5.91
Joyce
7D
-2.3%
1Y
33.1%
CMA
AU$0.70
Carma
7D
-13.6%
1Y
n/a