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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies27
  • 7D6.7%
  • 3M0.2%
  • 1Y-22.2%
  • YTD-21.2%

In the last week, the Specialty Stores industry is up 6.7%, with JB Hi-Fi up 3.6%. In the same time, Cettire was down 11%. In the past year, the industry is down 22%. 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
Wed, 17 Jun 2026AU$28.1bAU$43.3bAU$1.4b15.6x20.1x0.6x
Fri, 15 May 2026AU$26.1bAU$43.2bAU$1.4b13.1x18.7x0.6x
Sun, 12 Apr 2026AU$28.2bAU$43.2bAU$1.4b14.5x20.3x0.7x
Tue, 10 Mar 2026AU$28.6bAU$43.2bAU$1.4b16.7x20.6x0.7x
Thu, 05 Feb 2026AU$33.0bAU$41.2bAU$1.4b21.5x23.2x0.8x
Sat, 03 Jan 2026AU$35.4bAU$41.2bAU$1.4b22.8x24.8x0.9x
Mon, 01 Dec 2025AU$38.2bAU$41.2bAU$1.4b23.2x26.8x0.9x
Wed, 29 Oct 2025AU$42.3bAU$41.2bAU$1.4b23.8x29.6x1x
Fri, 26 Sep 2025AU$41.3bAU$41.2bAU$1.4b25.4x29x1x
Sun, 24 Aug 2025AU$40.2bAU$40.9bAU$1.5b27.7x26.7x1x
Tue, 22 Jul 2025AU$36.9bAU$42.7bAU$1.6b23.8x23.8x0.9x
Thu, 19 Jun 2025AU$34.8bAU$40.1bAU$1.5b19.9x22.8x0.9x
Sat, 17 May 2025AU$34.8bAU$40.1bAU$1.5b20.8x22.8x0.9x
Mon, 14 Apr 2025AU$31.5bAU$40.1bAU$1.5b19.2x20.6x0.8x
Wed, 12 Mar 2025AU$31.2bAU$40.1bAU$1.5b19.2x20.1x0.8x
Fri, 07 Feb 2025AU$33.7bAU$38.5bAU$1.6b17.3x20.5x0.9x
Sun, 05 Jan 2025AU$34.2bAU$38.5bAU$1.6b18.3x20.9x0.9x
Tue, 03 Dec 2024AU$33.3bAU$38.5bAU$1.6b17.2x20.3x0.9x
Thu, 31 Oct 2024AU$31.8bAU$38.5bAU$1.6b17.9x19.4x0.8x
Sat, 28 Sep 2024AU$33.3bAU$38.5bAU$1.6b17.5x20.3x0.9x
Mon, 26 Aug 2024AU$32.9bAU$38.3bAU$1.7b16.6x19.8x0.9x
Wed, 24 Jul 2024AU$29.8bAU$37.3bAU$1.8b16.5x17x0.8x
Fri, 21 Jun 2024AU$29.0bAU$37.3bAU$1.8b14.7x16.5x0.8x
Sun, 19 May 2024AU$28.7bAU$37.3bAU$1.8b14.2x16.3x0.8x
Tue, 16 Apr 2024AU$30.6bAU$37.3bAU$1.8b14.7x17.4x0.8x
Thu, 14 Mar 2024AU$31.5bAU$37.3bAU$1.8b14.5x17.9x0.8x
Sat, 10 Feb 2024AU$29.4bAU$35.9bAU$1.9b13.5x15.7x0.8x
Mon, 08 Jan 2024AU$27.4bAU$36.7bAU$1.9b11.6x14.4x0.7x
Wed, 06 Dec 2023AU$25.8bAU$36.7bAU$1.9b11.1x13.6x0.7x
Fri, 03 Nov 2023AU$24.2bAU$36.7bAU$1.9b10.5x12.8x0.7x
Sun, 01 Oct 2023AU$24.7bAU$36.7bAU$1.9b10.5x13x0.7x
Tue, 29 Aug 2023AU$25.6bAU$37.0bAU$1.9b10.4x13.4x0.7x
Thu, 27 Jul 2023AU$24.1bAU$35.7bAU$2.0b9.1x11.9x0.7x
Sat, 24 Jun 2023AU$21.4bAU$35.7bAU$2.0b8.1x10.5x0.6x
Price to Earnings Ratio

10.5x


Total Market Cap: AU$21.4bTotal 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 Market3.44%
Consumer Discretionary5.23%
Specialty Stores6.70%
Home Furnishing Retail11.21%
Home Improvement Retail10.73%
Specialty Stores8.57%
Apparel Retail7.87%
Computer and Electronics Retail6.56%
Automotive Retail3.14%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 17.6x.
    • 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 19.7x.
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$78.733.6%
+AU$296.3m		-28.1%PE17.8x
APE Eagers AutomotiveAU$22.613.9%
+AU$237.0m		33.9%PE28.1x
SUL Super Retail GroupAU$13.066.5%
+AU$180.7m		-5.7%PE15x
LOV Lovisa HoldingsAU$22.836.4%
+AU$151.7m		-25.3%PE28.8x
TPW Temple & Webster GroupAU$5.9216.5%
+AU$97.9m		-72.9%PE85.3x

Latest News

AX1
AU$0.75
Accent Group
7D
16.3%
1Y
-42.3%
JBH
AU$78.73
JB Hi-Fi
7D
3.6%
1Y
-28.1%
Analysis Article • 23h

JB Hi-Fi (ASX:JBH) Shares Could Be 12.5% Overvalued Despite Resilient Retail Narrative

Recent attention on JB Hi-Fi (ASX:JBH) has been driven by its position in consumer electronics and home appliances, together with a long record of disciplined operations and shareholder returns across different retail banners. See our latest analysis for JB Hi-Fi. At a recent share price of A$78.25, JB Hi-Fi has seen short term momentum pick up, with a 7 day share price return of 6.54% and 30 day return of 9.70%. However, the year to date share price return is down 18.70% and the 1 year total...
UNI
AU$7.54
Universal Store Holdings
7D
13.6%
1Y
-0.7%
Analysis Article • Jun 16

Does Universal Store Holdings (ASX:UNI) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
APE
AU$22.61
Eagers Automotive
7D
3.9%
1Y
33.9%
Narrative Update • Jun 16

APE: Higher Labour Costs Will Pressure Margins Despite EV Market Strength

Analysts have trimmed their price target for Eagers Automotive to A$19.98 from A$20.21, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples in their valuation work. What’s in the News for Eagers Automotive Eagers Automotive is reported to hold over 42% market share of plug in vehicles sold through its franchises across Australia and New Zealand, supported by its broad dealership network and partnership with Chinese EV brand BYD.
TPW
AU$5.92
Temple & Webster Group
7D
16.5%
1Y
-72.9%
NCK
AU$16.35
Nick Scali
7D
7.4%
1Y
-11.9%
STP
AU$0.15
Step One Clothing
7D
-3.2%
1Y
-77.4%
Narrative Update • Jun 15

STP: Lower Discount Rate And Stable Margins Will Support Future Upside

Analysts have maintained their fair value estimate for Step One Clothing at A$0.25 per share, making only small adjustments to inputs such as the discount rate and assumed future P/E. As a result, the headline price target remains unchanged, even though the supporting model has been fine tuned.
CTT
AU$0.20
Cettire
7D
-11.4%
1Y
-38.1%
Narrative Update • Jun 14

CTT: Refined Margin And P/E Assumptions Will Support Future Upside

Analysts have adjusted their fair value estimate for Cettire from A$0.48 to A$0.39. They point to updated assumptions around profit margins and a higher future P/E multiple as key drivers of the revised price target.
PWR
AU$0.87
Peter Warren Automotive Holdings
7D
-1.1%
1Y
-38.3%
SUL
AU$13.06
Super Retail Group
7D
6.5%
1Y
-5.7%
LOV
AU$22.83
Lovisa Holdings
7D
6.4%
1Y
-25.3%
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.
ABY
AU$0.27
Adore Beauty Group
7D
-5.4%
1Y
-59.2%
CCX
AU$0.04
City Chic Collective
7D
-3.7%
1Y
-46.6%
CMA
AU$0.72
Carma
7D
-4.0%
1Y
n/a