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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies27
  • 7D2.0%
  • 3M2.6%
  • 1Y-22.2%
  • YTD-20.2%

Over the last 7 days, the Specialty Stores industry has risen 2.0%, driven by gains in Skinkandy and Adairs of 14% and 13%, respectively. Meanwhile, JB Hi-Fi actually underperformed within the industry, shrinking 5.8% in the last week. In contrast, the industry has lost 22% in the last 12 months. 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
Thu, 02 Jul 2026AU$28.4bAU$43.3bAU$1.4b16.4x20.3x0.7x
Sat, 30 May 2026AU$26.6bAU$43.3bAU$1.4b13.8x19x0.6x
Mon, 27 Apr 2026AU$27.8bAU$43.2bAU$1.4b14x20x0.6x
Wed, 25 Mar 2026AU$27.1bAU$43.2bAU$1.4b14.9x19.5x0.6x
Fri, 20 Feb 2026AU$32.7bAU$41.7bAU$1.4b22x22.7x0.8x
Sun, 18 Jan 2026AU$35.2bAU$41.2bAU$1.4b21.5x24.7x0.9x
Tue, 16 Dec 2025AU$34.9bAU$41.2bAU$1.4b22.2x24.5x0.8x
Thu, 13 Nov 2025AU$40.2bAU$41.2bAU$1.4b23.2x28.2x1x
Sat, 11 Oct 2025AU$43.0bAU$41.2bAU$1.4b25.9x30.1x1x
Mon, 08 Sep 2025AU$42.3bAU$42.0bAU$1.5b26x27.9x1x
Wed, 06 Aug 2025AU$38.2bAU$40.1bAU$1.5b21.9x25x1x
Fri, 04 Jul 2025AU$35.3bAU$40.1bAU$1.5b20.6x23.1x0.9x
Sun, 01 Jun 2025AU$35.3bAU$40.1bAU$1.5b20.4x23.1x0.9x
Tue, 29 Apr 2025AU$33.0bAU$40.1bAU$1.5b19.7x21.6x0.8x
Thu, 27 Mar 2025AU$31.7bAU$40.1bAU$1.5b19.4x20.8x0.8x
Sat, 22 Feb 2025AU$32.6bAU$39.2bAU$1.6b16.3x20.2x0.8x
Mon, 20 Jan 2025AU$32.7bAU$38.5bAU$1.6b17.2x20x0.9x
Wed, 18 Dec 2024AU$34.1bAU$38.5bAU$1.6b17.9x20.8x0.9x
Fri, 15 Nov 2024AU$33.0bAU$38.5bAU$1.6b17.5x20.2x0.9x
Sun, 13 Oct 2024AU$33.7bAU$38.5bAU$1.6b17.2x20.5x0.9x
Tue, 10 Sep 2024AU$32.2bAU$38.5bAU$1.7b15.9x19.4x0.8x
Thu, 08 Aug 2024AU$29.4bAU$37.3bAU$1.8b16.1x16.7x0.8x
Sat, 06 Jul 2024AU$27.6bAU$37.3bAU$1.8b13.9x15.7x0.7x
Mon, 03 Jun 2024AU$28.0bAU$37.3bAU$1.8b14x15.9x0.8x
Wed, 01 May 2024AU$30.3bAU$37.3bAU$1.8b14.9x17.2x0.8x
Fri, 29 Mar 2024AU$32.8bAU$37.3bAU$1.8b15.4x18.6x0.9x
Sun, 25 Feb 2024AU$31.2bAU$37.3bAU$1.8b13.9x17.3x0.8x
Tue, 23 Jan 2024AU$28.6bAU$36.7bAU$1.9b12.5x15.1x0.8x
Thu, 21 Dec 2023AU$28.3bAU$36.7bAU$1.9b11.8x14.9x0.8x
Sat, 18 Nov 2023AU$25.1bAU$36.7bAU$1.9b10.8x13.2x0.7x
Mon, 16 Oct 2023AU$24.9bAU$36.7bAU$1.9b10.8x13.1x0.7x
Wed, 13 Sep 2023AU$25.2bAU$36.7bAU$1.9b10.5x13.1x0.7x
Fri, 11 Aug 2023AU$24.7bAU$35.9bAU$2.1b10.2x12x0.7x
Sun, 09 Jul 2023AU$23.1bAU$35.7bAU$2.0b8.7x11.4x0.6x
Price to Earnings Ratio

11.4x


Total Market Cap: AU$23.1bTotal Earnings: AU$2.0bTotal Revenue: AU$35.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 19.6x202420252026
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 19.6x.
  • 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-0.83%
Consumer Discretionary2.96%
Specialty Stores1.98%
Apparel Retail4.04%
Home Furnishing Retail3.03%
Specialty Stores2.85%
Automotive Retail2.66%
Home Improvement Retail0.87%
Computer and Electronics Retail-0.26%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 17.9x.
    • 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 2.8% 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
SK1 SkinkandyAU$2.6814.0%
+AU$36.9m		n/aPE36.8x
ADH AdairsAU$1.5313.0%
+AU$31.3m		-27.7%PE14.2x
CMA CarmaAU$0.8815.8%
+AU$16.5m		n/aPS1.4x
PWR Peter Warren Automotive HoldingsAU$0.998.8%
+AU$13.8m		-30.5%PE10.7x
CTT CettireAU$0.2116.2%
+AU$11.4m		-37.7%PS0.1x

Latest News

TPW
AU$5.58
Temple & Webster Group
7D
-7.6%
1Y
-73.1%
BLX
AU$1.67
Beacon Lighting Group
7D
-3.2%
1Y
-52.4%
ADH
AU$1.53
Adairs
7D
13.0%
1Y
-27.7%
APE
AU$21.20
Eagers Automotive
7D
-2.8%
1Y
18.6%
Narrative Update • Jun 30

APE: Broader Buyback And Diversified Earnings Will Support Stronger Long Term Position

Analysts have reduced their A$ fair value estimate for Eagers Automotive from A$28.13 to A$25.60. This reflects slightly more conservative assumptions for revenue growth, profit margins and future P/E multiples, despite a marginally lower discount rate.
CMA
AU$0.88
Carma
7D
15.8%
1Y
n/a
JBH
AU$76.85
JB Hi-Fi
7D
-5.8%
1Y
-29.7%
Narrative Update • Jun 29

JBH: Dividend Focus And Premium Appliances Will Underpin Future Fair Value Upside

Analysts have reduced their fair value estimate for JB Hi-Fi from A$110.02 to A$98.00, citing a tougher near term retail backdrop highlighted by recent Street research that points to challenging comparables and supply shortages in key Apple categories. What’s in the News for JB Hi-Fi JB Hi-Fi reported record first half sales of about A$6.1b for the six months to December 2025, with group earnings and profit more than 7% higher year on year.
CTT
AU$0.21
Cettire
7D
16.2%
1Y
-37.7%
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.
MHJ
AU$0.34
Michael Hill International
7D
7.8%
1Y
-16.9%
SUL
AU$12.73
Super Retail Group
7D
-3.6%
1Y
-13.3%
Narrative Update • Jun 22

SUL: Store Expansion And Cost Savings Program Will Support Long Term Upside

Analysts have trimmed their price target for Super Retail Group slightly from A$16.00 to A$15.90, reflecting updated views on discount rates, revenue growth assumptions, profit margins, and future P/E expectations. What’s in the News for Super Retail Group Super Retail Group has outlined a five year plan to expand its store network from about 790 locations to more than 900 by 2031, focusing on underserved regional towns and new formats across Supercheap Auto, rebel, BCF and Macpac.
PWR
AU$0.99
Peter Warren Automotive Holdings
7D
8.8%
1Y
-30.5%
Narrative Update • Jun 22

PWR: Lower Future P/E Will Limit Upside And Support Overvaluation

Analysts have adjusted their price target and valuation framework for Peter Warren Automotive Holdings to reflect updated assumptions for fair value, revenue growth, profit margins and future P/E. The latest target now sits at A$0.73 compared with the prior A$0.78.
LOV
AU$22.48
Lovisa Holdings
7D
-2.6%
1Y
-26.7%
Narrative Update • Jun 18

LOV: Dividend Timeline Will Underpin Future Upside Potential

Analysts have adjusted their price outlook on Lovisa Holdings, maintaining fair value at A$32.50, while fine-tuning assumptions on the discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s earnings profile and risk. What’s in the News for Lovisa Holdings No recent Lovisa Holdings news items were available from the provided primary news sources.
UNI
AU$7.66
Universal Store Holdings
7D
0.8%
1Y
-1.5%
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...
SK1
AU$2.68
Skinkandy
7D
14.0%
1Y
n/a
MTO
AU$2.61
MotorCycle Holdings
7D
5.7%
1Y
-18.4%
PMV
AU$14.52
Premier Investments
7D
-1.8%
1Y
-28.6%
KOA
AU$2.99
Koala
7D
-2.9%
1Y
n/a