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Australian (ASX) Specialty Stores Industry Analysis

UpdatedMay 22, 2026
DataAggregated Company Financials
Companies27
  • 7D-1.6%
  • 3M-20.4%
  • 1Y-27.5%
  • YTD-27.2%

Over the last 7 days, the Specialty Stores industry has dropped 1.6%, driven by a pullback from Eagers Automotive of 9.9%. However, the industry is down 27% over the past year. 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
Fri, 22 May 2026AU$25.9bAU$43.2bAU$1.4b12.9x18.6x0.6x
Sun, 19 Apr 2026AU$28.2bAU$43.2bAU$1.4b14.3x20.3x0.7x
Tue, 17 Mar 2026AU$27.7bAU$43.2bAU$1.4b15.8x19.9x0.6x
Thu, 12 Feb 2026AU$33.5bAU$41.2bAU$1.4b21.5x23.5x0.8x
Sat, 10 Jan 2026AU$35.4bAU$41.2bAU$1.4b22x24.9x0.9x
Mon, 08 Dec 2025AU$36.5bAU$41.2bAU$1.4b22.4x25.6x0.9x
Wed, 05 Nov 2025AU$40.3bAU$41.2bAU$1.4b24x28.2x1x
Fri, 03 Oct 2025AU$41.5bAU$41.2bAU$1.4b25.1x29.1x1x
Sun, 31 Aug 2025AU$42.9bAU$42.0bAU$1.5b27x28.2x1x
Tue, 29 Jul 2025AU$36.3bAU$40.1bAU$1.5b21.4x23.8x0.9x
Thu, 26 Jun 2025AU$34.8bAU$40.1bAU$1.5b20.3x22.8x0.9x
Sat, 24 May 2025AU$35.2bAU$40.1bAU$1.5b20.5x23x0.9x
Mon, 21 Apr 2025AU$32.2bAU$40.1bAU$1.5b19.6x21.1x0.8x
Wed, 19 Mar 2025AU$30.7bAU$40.1bAU$1.5b18.8x19.8x0.8x
Fri, 14 Feb 2025AU$33.9bAU$39.0bAU$1.7b18.2x20.5x0.9x
Sun, 12 Jan 2025AU$33.9bAU$38.5bAU$1.6b17.7x20.7x0.9x
Tue, 10 Dec 2024AU$34.4bAU$38.5bAU$1.6b17.9x21x0.9x
Thu, 07 Nov 2024AU$32.3bAU$38.5bAU$1.6b17.2x19.7x0.8x
Sat, 05 Oct 2024AU$32.8bAU$38.5bAU$1.6b17x20x0.9x
Mon, 02 Sep 2024AU$32.4bAU$38.5bAU$1.7b16.8x19.5x0.8x
Wed, 31 Jul 2024AU$29.8bAU$37.3bAU$1.8b16.3x16.9x0.8x
Fri, 28 Jun 2024AU$28.3bAU$37.3bAU$1.8b14.2x16.1x0.8x
Sun, 26 May 2024AU$27.6bAU$37.3bAU$1.8b13.8x15.7x0.7x
Tue, 23 Apr 2024AU$29.6bAU$37.3bAU$1.8b14.3x16.9x0.8x
Thu, 21 Mar 2024AU$31.5bAU$37.3bAU$1.8b14.9x18x0.8x
Sat, 17 Feb 2024AU$31.3bAU$36.0bAU$1.8b14.2x17.2x0.9x
Mon, 15 Jan 2024AU$28.6bAU$36.7bAU$1.9b12.8x15.1x0.8x
Wed, 13 Dec 2023AU$26.5bAU$36.7bAU$1.9b11.3x14x0.7x
Fri, 10 Nov 2023AU$25.0bAU$36.7bAU$1.9b10.8x13.2x0.7x
Sun, 08 Oct 2023AU$24.0bAU$36.7bAU$1.9b10.3x12.6x0.7x
Tue, 05 Sep 2023AU$26.4bAU$36.7bAU$1.9b11.1x13.8x0.7x
Thu, 03 Aug 2023AU$24.7bAU$35.7bAU$2.0b9.3x12.1x0.7x
Sat, 01 Jul 2023AU$22.9bAU$35.7bAU$2.0b8.7x11.2x0.6x
Mon, 29 May 2023AU$23.1bAU$35.7bAU$2.0b9.1x11.3x0.6x
Price to Earnings Ratio

11.3x


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 19.3x202420252026
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 19.3x.
  • 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 6.5% 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 Market-0.39%
Consumer Discretionary1.29%
Specialty Stores-1.56%
Computer and Electronics Retail0.97%
Home Furnishing Retail0.71%
Specialty Stores0.15%
Apparel Retail-0.41%
Home Improvement Retail-4.50%
Automotive Retail-6.36%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 17.2x.
    • Analysts are expecting annual earnings growth of 16.3%, 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 19.6x.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 21% 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$72.711.9%
+AU$150.9m		-33.1%PE16.5x
PMV Premier InvestmentsAU$11.713.9%
+AU$70.2m		-44.6%PE12.9x
TPW Temple & Webster GroupAU$5.043.5%
+AU$19.9m		-75.3%PE73.1x
SSG Shaver Shop GroupAU$1.342.7%
+AU$4.6m		3.9%PE11.6x
STP Step One ClothingAU$0.202.6%
+AU$912.1k		-75.3%PS0.5x

Latest News

NCK
AU$13.38
Nick Scali
7D
-3.7%
1Y
-29.5%
TPW
AU$5.04
Temple & Webster Group
7D
3.5%
1Y
-75.3%
LOV
AU$21.89
Lovisa Holdings
7D
-1.4%
1Y
-21.5%
Narrative Update • May 20

LOV: Upcoming Dividend Payout Will Support A Constructive Forward Outlook

Analysts have trimmed their price target for Lovisa Holdings by A$0.72 to reflect slightly lower fair value, modestly reduced revenue growth and profit margin assumptions, and a small adjustment to the future P/E multiple and discount rate. Valuation Changes Fair Value: Trimmed from A$30.21 to A$29.49 per share, a small reduction in the modelled estimate.
JBH
AU$72.71
JB Hi-Fi
7D
1.9%
1Y
-33.1%
STP
AU$0.20
Step One Clothing
7D
2.6%
1Y
-75.3%
Narrative Update • May 15

STP: Trimmed Fair Value And Margins Will Support Future Capital Upside

Analysts have trimmed their fair value estimate for Step One Clothing from A$0.29 to A$0.25 as they factor in a slightly lower projected profit margin, softer revenue growth expectations and a modestly lower future P/E, partly offset by a small reduction in the discount rate. What's in the News Step One Clothing was removed from the S&P/ASX Emerging Companies Index, which can affect how index-tracking funds and some institutional investors hold the stock (Key Developments).
APE
AU$21.45
Eagers Automotive
7D
-9.9%
1Y
20.0%
Narrative Update • May 13

APE: Lower P/E Assumptions Will Support Attractive Future Upside Potential

Analysts have trimmed their A$ fair value estimate for Eagers Automotive to A$31.0 from A$32.0, reflecting updated assumptions for the discount rate, revenue growth, profit margins, and future P/E, and this has resulted in a lower overall price target narrative. What's in the News Eagers Automotive reported that from July 1, 2025 to December 31, 2025, it repurchased 0 shares for A$0 million under its existing buyback program (Key Developments).
BLX
AU$1.60
Beacon Lighting Group
7D
-3.3%
1Y
-52.4%
New Narrative • May 13

Trade Expansion And Store Network Growth Will Reshape This Lighting Retailer’s Future

Catalysts About Beacon Lighting Group Beacon Lighting Group designs, sources and sells lighting, ceiling fans and electrical accessories across Australia and selected international markets. What are the underlying business or industry changes driving this perspective?
ASG
AU$2.11
Autosports Group
7D
-4.5%
1Y
-1.9%
BBN
AU$1.35
Baby Bunting Group
7D
-5.9%
1Y
-18.7%
Narrative Update • May 10

BBN: Higher Future P/E Assumptions Will Support Upside Potential

The analyst price target for Baby Bunting Group has been revised to A$3.60 from A$4.20, with analysts pointing to updated assumptions around a slightly higher discount rate, modestly stronger revenue growth, a lower profit margin, and a higher future P/E multiple. Valuation Changes Fair Value: reset from A$4.20 to A$3.60, indicating a lower central valuation estimate per share.
UNI
AU$6.49
Universal Store Holdings
7D
-2.3%
1Y
-15.2%
SSG
AU$1.34
Shaver Shop Group
7D
2.7%
1Y
3.9%
Narrative Update • May 06

SSG: Future Returns Will Reflect Index Exit And Undervalued Cash Flow Profile

Analysts have maintained their A$1.50 price target for Shaver Shop Group, citing only minor adjustments in the discount rate, revenue growth, profit margin and future P/E assumptions as the basis for retaining their previous valuation view. What's in the News Shaver Shop Group Limited was removed from the S&P/ASX All Ordinaries Index.
PMV
AU$11.71
Premier Investments
7D
3.9%
1Y
-44.6%
JYC
AU$5.51
Joyce
7D
-5.3%
1Y
22.2%
HT8
AU$0.012
Harris Technology Group
7D
9.1%
1Y
20.0%