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Australian (ASX) Specialty Stores Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies26
  • 7D1.6%
  • 3M-19.8%
  • 1Y-14.7%
  • YTD-21.2%

Over the last 7 days, the Specialty Stores industry has risen 1.6%, driven by gains from JB Hi-Fi of 3.9%. In contrast, the industry has lost 15% in the last 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

Has the Australian Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026AU$27.9bAU$43.2bAU$1.4b14.3x20.1x0.6x
Thu, 12 Mar 2026AU$28.8bAU$43.2bAU$1.4b16.5x20.7x0.7x
Sat, 07 Feb 2026AU$32.7bAU$41.2bAU$1.4b21.4x22.9x0.8x
Mon, 05 Jan 2026AU$35.4bAU$41.2bAU$1.4b22.8x24.8x0.9x
Wed, 03 Dec 2025AU$37.9bAU$41.2bAU$1.4b23.2x26.6x0.9x
Fri, 31 Oct 2025AU$41.8bAU$41.2bAU$1.4b25.1x29.3x1x
Sun, 28 Sep 2025AU$41.3bAU$41.2bAU$1.4b24.3x29x1x
Tue, 26 Aug 2025AU$40.4bAU$40.9bAU$1.5b27.1x26.9x1x
Thu, 24 Jul 2025AU$37.1bAU$42.7bAU$1.6b23.6x23.9x0.9x
Sat, 21 Jun 2025AU$34.4bAU$40.1bAU$1.5b19.9x22.5x0.9x
Mon, 19 May 2025AU$34.8bAU$40.1bAU$1.5b20.8x22.8x0.9x
Wed, 16 Apr 2025AU$32.1bAU$40.1bAU$1.5b19.3x21.1x0.8x
Fri, 14 Mar 2025AU$30.3bAU$40.1bAU$1.5b18.8x19.6x0.8x
Sun, 09 Feb 2025AU$34.2bAU$38.4bAU$1.6b18.9x21x0.9x
Tue, 07 Jan 2025AU$34.2bAU$38.5bAU$1.6b17.9x20.9x0.9x
Thu, 05 Dec 2024AU$33.9bAU$38.5bAU$1.6b18.1x20.7x0.9x
Sat, 02 Nov 2024AU$31.8bAU$38.5bAU$1.6b17.6x19.4x0.8x
Mon, 30 Sep 2024AU$33.3bAU$38.5bAU$1.6b17.5x20.3x0.9x
Wed, 28 Aug 2024AU$32.3bAU$38.4bAU$1.7b16.9x19.4x0.8x
Fri, 26 Jul 2024AU$29.6bAU$37.3bAU$1.8b16.2x16.8x0.8x
Sun, 23 Jun 2024AU$29.2bAU$37.3bAU$1.8b14.5x16.6x0.8x
Tue, 21 May 2024AU$28.4bAU$37.3bAU$1.8b14x16.1x0.8x
Thu, 18 Apr 2024AU$29.9bAU$37.3bAU$1.8b14.4x17x0.8x
Sat, 16 Mar 2024AU$31.2bAU$37.3bAU$1.8b14.6x17.8x0.8x
Mon, 12 Feb 2024AU$29.4bAU$36.1bAU$1.9b13.5x15.7x0.8x
Wed, 10 Jan 2024AU$27.8bAU$36.7bAU$1.9b11.7x14.7x0.8x
Fri, 08 Dec 2023AU$26.2bAU$36.7bAU$1.9b11.2x13.8x0.7x
Sun, 05 Nov 2023AU$24.5bAU$36.7bAU$1.9b10.5x12.9x0.7x
Tue, 03 Oct 2023AU$24.4bAU$36.7bAU$1.9b10.5x12.9x0.7x
Thu, 31 Aug 2023AU$26.2bAU$36.9bAU$1.9b10.6x13.6x0.7x
Sat, 29 Jul 2023AU$24.6bAU$35.7bAU$2.0b9.3x12.1x0.7x
Mon, 26 Jun 2023AU$21.4bAU$35.7bAU$2.0b8.1x10.5x0.6x
Wed, 24 May 2023AU$24.6bAU$35.7bAU$2.0b9.1x12.1x0.7x
Fri, 21 Apr 2023AU$25.7bAU$35.7bAU$2.0b9x12.6x0.7x
Price to Earnings Ratio

12.6x


Total Market Cap: AU$25.7bTotal Earnings: AU$2.0bTotal Revenue: AU$35.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialty Stores Industry Price to Earnings3Y Average 19.1x202420252026
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 19.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.81x.
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 6.5% 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 Market3.84%
Consumer Discretionary2.59%
Specialty Stores1.58%
Home Improvement Retail10.10%
Computer and Electronics Retail3.88%
Specialty Stores3.55%
Home Furnishing Retail1.53%
Apparel Retail0.87%
Automotive Retail-2.34%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 16.5x.
    • Analysts are expecting annual earnings growth of 15.5%, 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 19.4x.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 23% 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 3.8% 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
LOV Lovisa HoldingsAU$22.806.4%
+AU$152.8m		-6.6%PE28.8x
JBH JB Hi-FiAU$73.511.7%
+AU$132.3m		-24.5%PE16.6x
PMV Premier InvestmentsAU$12.662.3%
+AU$43.8m		-36.7%PE14x
BLX Beacon Lighting GroupAU$1.6912.7%
+AU$43.6m		-49.6%PE13.7x
BBN Baby Bunting GroupAU$1.5111.0%
+AU$20.3m		2.0%PE27.3x

Latest News

PMV
AU$12.66
Premier Investments
7D
2.3%
1Y
-36.7%
ADH
AU$1.29
Adairs
7D
-2.3%
1Y
-39.2%

Loyalty Program And Store Investments Will Drive Long Term Home Furnishings Strength

Catalysts About Adairs Adairs is a home furnishings retailer with brands focused on bed linen, towelling, furniture and home décor across Australia and New Zealand, supported by both physical stores and online channels. What are the underlying business or industry changes driving this perspective?
SUL
AU$12.52
Super Retail Group
7D
-2.4%
1Y
-1.6%
PWR
AU$1.28
Peter Warren Automotive Holdings
7D
-2.7%
1Y
-8.2%

PWR: Higher Fully Franked Dividend Will Support Attractive Forward Return Potential

Analysts have nudged their price target for Peter Warren Automotive Holdings slightly higher to A$1.65. This reflects updated assumptions around modestly stronger revenue growth of about 9.49% and a small uplift in projected profit margins, while maintaining a broadly similar future P/E outlook.
BLX
AU$1.69
Beacon Lighting Group
7D
12.7%
1Y
-49.6%

BLX: Higher Required Return Will Support Future Margin And P/E Appeal

Analysts have maintained the fair value estimate for Beacon Lighting Group at A$2.92 per share, while making slight adjustments to key inputs such as the discount rate and future P/E assumptions. These changes have resulted in only a marginal impact on their overall price target rationale.
ASG
AU$2.39
Autosports Group
7D
-2.4%
1Y
39.0%

ASG: Upcoming Fully Franked Dividend Will Support Higher Future Earnings Multiple

Analysts have kept their Autosports Group price target steady at A$5.19, reflecting only minor tweaks to underlying assumptions around revenue growth, profit margin and future P/E expectations. What's in the News Autosports Group declared an ordinary fully franked dividend of A$0.05 per security for the six months ended 31 December 2025, with payment scheduled for 29 May 2026 (Key Developments).
BBN
AU$1.51
Baby Bunting Group
7D
11.0%
1Y
2.0%

BBN: Higher Margins And Revenue Assumptions Will Support Future Upside

Analysts have adjusted their Baby Bunting Group price target to A$4.20, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. These changes leave the fair value estimate unchanged at A$4.20.
JBH
AU$73.51
JB Hi-Fi
7D
1.7%
1Y
-24.5%

JBH: Future Dividend Timetable Will Support Long Term Global Demand

Analysts have reduced their price target for JB Hi-Fi from A$122.00 to about A$118.18. This reflects updated assumptions that include a modestly higher discount rate, a lower revenue growth outlook, broadly similar profit margins, and a slightly reduced future P/E multiple.
LOV
AU$22.80
Lovisa Holdings
7D
6.4%
1Y
-6.6%

LOV: Future Dividend Stream And Moderate P/E Should Support Upside Returns

The analyst price target for Lovisa Holdings has been reduced by A$2.00 to A$24.00. Analysts now apply slightly higher discount rates and more moderate assumptions for revenue growth, profit margins and future P/E multiples.
AX1
AU$0.69
Accent Group
7D
-6.1%
1Y
-63.7%

AX1: Index Removal And 2026 EBIT Guidance Will Support Undervalued Upside

Analysts have raised their Accent Group price target to A$1.30 from A$1.20, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Accent Group Limited was dropped from the S&P/ASX 300 Index, removing the stock from this broader Australian equity benchmark (Key Developments).
APE
AU$23.50
Eagers Automotive
7D
-1.0%
1Y
32.5%

APE: Stable Assumptions Support Future Re Rating Potential

Analysts have left their A$32.00 price target on Eagers Automotive unchanged, pointing to relatively stable assumptions around discount rate, revenue growth, profit margin, and future P/E as the key drivers behind maintaining their view. Valuation Changes Fair Value: A$32.00 remains unchanged, indicating a steady central estimate for Eagers Automotive's share value under the current assumptions.
MTO
AU$2.35
MotorCycle Holdings
7D
4.9%
1Y
15.2%
CCX
AU$0.07
City Chic Collective
7D
-14.6%
1Y
-24.7%
NCK
AU$15.90
Nick Scali
7D
0.8%
1Y
-5.4%
JYC
AU$5.73
Joyce
7D
-3.5%
1Y
34.2%
UNI
AU$7.30
Universal Store Holdings
7D
2.0%
1Y
-2.1%