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Australian (ASX) Specialty Stores Industry Analysis

UpdatedJul 06, 2026
DataAggregated Company Financials
Companies27
  • 7D-2.0%
  • 3M0.9%
  • 1Y-23.4%
  • YTD-21.4%

Over the last 7 days, the Specialty Stores industry has dropped 2.0%, driven by a pullback from JB Hi-Fi of 5.4%. However, the industry is down 23% over the past year. 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
Mon, 06 Jul 2026AU$28.0bAU$43.3bAU$1.4b15.9x20x0.6x
Wed, 03 Jun 2026AU$25.6bAU$43.3bAU$1.4b14x18.3x0.6x
Fri, 01 May 2026AU$27.9bAU$43.2bAU$1.4b13.8x20x0.6x
Sun, 29 Mar 2026AU$27.7bAU$43.2bAU$1.4b15.1x20x0.6x
Tue, 24 Feb 2026AU$31.4bAU$42.9bAU$1.5b18.1x21.1x0.7x
Thu, 22 Jan 2026AU$34.2bAU$41.2bAU$1.4b20.9x24x0.8x
Sat, 20 Dec 2025AU$34.9bAU$41.2bAU$1.4b22.5x24.5x0.8x
Mon, 17 Nov 2025AU$39.4bAU$41.2bAU$1.4b23x27.6x1x
Wed, 15 Oct 2025AU$42.3bAU$41.2bAU$1.4b25.1x29.6x1x
Fri, 12 Sep 2025AU$41.3bAU$42.0bAU$1.5b24.7x27.2x1x
Sun, 10 Aug 2025AU$39.0bAU$40.1bAU$1.5b22.7x25.5x1x
Tue, 08 Jul 2025AU$35.6bAU$40.1bAU$1.5b20.9x23.3x0.9x
Thu, 05 Jun 2025AU$36.4bAU$40.1bAU$1.5b20.5x23.8x0.9x
Sat, 03 May 2025AU$34.2bAU$40.1bAU$1.5b21x22.4x0.9x
Mon, 31 Mar 2025AU$31.6bAU$40.1bAU$1.5b18.9x20.7x0.8x
Wed, 26 Feb 2025AU$31.9bAU$39.3bAU$1.6b16.6x20x0.8x
Fri, 24 Jan 2025AU$33.2bAU$38.5bAU$1.6b16.8x20.3x0.9x
Sun, 22 Dec 2024AU$33.0bAU$38.5bAU$1.6b17.8x20.2x0.9x
Tue, 19 Nov 2024AU$33.1bAU$38.5bAU$1.6b18.4x20.2x0.9x
Thu, 17 Oct 2024AU$33.7bAU$38.5bAU$1.6b18.1x20.5x0.9x
Sat, 14 Sep 2024AU$32.5bAU$38.5bAU$1.7b16.4x19.6x0.8x
Mon, 12 Aug 2024AU$29.1bAU$37.3bAU$1.8b16.2x16.5x0.8x
Wed, 10 Jul 2024AU$27.8bAU$37.3bAU$1.8b14.3x15.8x0.7x
Fri, 07 Jun 2024AU$27.7bAU$37.3bAU$1.8b14.2x15.7x0.7x
Sun, 05 May 2024AU$29.4bAU$37.3bAU$1.8b14.3x16.8x0.8x
Tue, 02 Apr 2024AU$32.8bAU$37.3bAU$1.8b15.4x18.6x0.9x
Thu, 29 Feb 2024AU$31.6bAU$37.3bAU$1.8b14.3x18x0.8x
Sat, 27 Jan 2024AU$28.8bAU$36.7bAU$1.9b12.7x15.2x0.8x
Mon, 25 Dec 2023AU$27.9bAU$36.7bAU$1.9b11.6x14.7x0.8x
Wed, 22 Nov 2023AU$25.2bAU$36.7bAU$1.9b10.9x13.3x0.7x
Fri, 20 Oct 2023AU$23.9bAU$36.7bAU$1.9b10.7x12.6x0.6x
Sun, 17 Sep 2023AU$25.3bAU$36.7bAU$1.9b10.7x13.2x0.7x
Tue, 15 Aug 2023AU$25.4bAU$35.8bAU$2.0b10.6x12.8x0.7x
Thu, 13 Jul 2023AU$23.6bAU$35.7bAU$2.0b8.8x11.6x0.7x
Price to Earnings Ratio

11.6x


Total Market Cap: AU$23.6bTotal 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 Market0.98%
Consumer Discretionary-1.02%
Specialty Stores-1.96%
Automotive Retail2.10%
Apparel Retail-0.49%
Home Furnishing Retail-1.58%
Specialty Stores-2.23%
Computer and Electronics Retail-5.39%
Home Improvement Retail-5.80%
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 2.6% 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
MTO MotorCycle HoldingsAU$2.607.0%
+AU$12.6m		-18.5%PE9.7x
ADH AdairsAU$1.504.5%
+AU$11.6m		-28.6%PE14x
CTT CettireAU$0.2212.8%
+AU$9.5m		-36.2%PS0.1x
AX1 Accent GroupAU$0.722.1%
+AU$9.0m		-51.3%PE11.3x
SK1 SkinkandyAU$2.593.2%
+AU$8.9m		n/aPE35.6x

Latest News

ADH
AU$1.50
Adairs
7D
4.5%
1Y
-28.6%
TPW
AU$5.60
Temple & Webster Group
7D
-11.9%
1Y
-73.5%
Narrative Update • Jul 02

TPW: Lower Expectations And Index Removal Will Set Up Future Share Rebound

Analysts have revised their price expectations for Temple & Webster Group, with the updated fair value moving from A$21.19 to A$7.33. The change reflects the application of a slightly higher discount rate, lower revenue growth and profit margin assumptions, and a reduced future P/E multiple.
BLX
AU$1.61
Beacon Lighting Group
7D
-6.4%
1Y
-54.0%
AX1
AU$0.72
Accent Group
7D
2.1%
1Y
-51.3%
APE
AU$21.33
Eagers Automotive
7D
-1.3%
1Y
14.6%
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$0.86
Carma
7D
7.5%
1Y
n/a
JBH
AU$75.89
JB Hi-Fi
7D
-9.2%
1Y
-30.8%
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$0.22
Cettire
7D
12.8%
1Y
-36.2%
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.
NCK
AU$15.96
Nick Scali
7D
-2.7%
1Y
-12.2%
Narrative Update • Jun 26

NCK: Repriced Forecasts Will Support A More Attractive Future Earnings Multiple

The analyst price target for Nick Scali has been revised from A$29.30 to A$26.43. Analysts cited adjustments to fair value, discount rate, forecast revenue growth, and profit margins, while keeping future P/E assumptions broadly consistent.
SUL
AU$12.75
Super Retail Group
7D
-3.5%
1Y
-13.7%
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
4.8%
1Y
-33.1%
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$22.49
Lovisa Holdings
7D
-5.8%
1Y
-26.5%
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.
SK1
AU$2.59
Skinkandy
7D
3.2%
1Y
n/a
MTO
AU$2.60
MotorCycle Holdings
7D
7.0%
1Y
-18.5%
XEN
AU$0.003
Xenitra
7D
50.0%
1Y
50.0%
PMV
AU$14.23
Premier Investments
7D
-4.9%
1Y
-30.8%