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Australian (ASX) Specialty Stores Industry Analysis

UpdatedApr 24, 2026
DataAggregated Company Financials
Companies26
  • 7D-1.0%
  • 3M-20.1%
  • 1Y-15.7%
  • YTD-20.7%

Over the last 7 days, the Specialty Stores industry has dropped 1.0%, driven by Temple & Webster Group declining 15%. The industry has fallen 16% in the last 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, 24 Apr 2026AU$28.1bAU$43.2bAU$1.4b14.1x20.2x0.6x
Sun, 22 Mar 2026AU$26.4bAU$43.2bAU$1.4b15.1x19x0.6x
Tue, 17 Feb 2026AU$31.8bAU$41.7bAU$1.5b21.3x21.9x0.8x
Thu, 15 Jan 2026AU$34.9bAU$41.2bAU$1.4b22.1x24.4x0.8x
Sat, 13 Dec 2025AU$34.5bAU$41.2bAU$1.4b21.9x24.2x0.8x
Mon, 10 Nov 2025AU$40.0bAU$41.2bAU$1.4b22.9x28x1x
Wed, 08 Oct 2025AU$42.5bAU$41.2bAU$1.4b25.2x29.8x1x
Fri, 05 Sep 2025AU$41.6bAU$42.0bAU$1.5b26x27.4x1x
Sun, 03 Aug 2025AU$37.5bAU$40.1bAU$1.5b21.9x24.6x0.9x
Tue, 01 Jul 2025AU$35.3bAU$40.1bAU$1.5b20.8x23.1x0.9x
Thu, 29 May 2025AU$35.2bAU$40.1bAU$1.5b20.5x23.1x0.9x
Sat, 26 Apr 2025AU$32.6bAU$40.1bAU$1.5b19.5x21.4x0.8x
Mon, 24 Mar 2025AU$31.7bAU$40.1bAU$1.5b19.1x20.8x0.8x
Wed, 19 Feb 2025AU$34.6bAU$39.1bAU$1.7b18.8x21x0.9x
Fri, 17 Jan 2025AU$32.4bAU$38.5bAU$1.6b17.3x19.8x0.8x
Sun, 15 Dec 2024AU$33.7bAU$38.5bAU$1.6b17.5x20.6x0.9x
Tue, 12 Nov 2024AU$32.5bAU$38.5bAU$1.6b17.3x19.8x0.8x
Thu, 10 Oct 2024AU$33.7bAU$38.5bAU$1.6b17.3x20.6x0.9x
Sat, 07 Sep 2024AU$33.0bAU$38.5bAU$1.7b17.1x19.9x0.9x
Mon, 05 Aug 2024AU$30.2bAU$37.3bAU$1.8b16.3x17.2x0.8x
Wed, 03 Jul 2024AU$27.5bAU$37.3bAU$1.8b13.9x15.7x0.7x
Fri, 31 May 2024AU$27.7bAU$37.3bAU$1.8b13.7x15.7x0.7x
Sun, 28 Apr 2024AU$29.8bAU$37.3bAU$1.8b15x16.9x0.8x
Tue, 26 Mar 2024AU$31.5bAU$37.3bAU$1.8b15x17.9x0.8x
Thu, 22 Feb 2024AU$31.2bAU$36.0bAU$1.8b14x17.2x0.9x
Sat, 20 Jan 2024AU$28.5bAU$36.7bAU$1.9b12.5x15x0.8x
Mon, 18 Dec 2023AU$27.7bAU$36.7bAU$1.9b11.7x14.6x0.8x
Wed, 15 Nov 2023AU$24.9bAU$36.7bAU$1.9b10.8x13.1x0.7x
Fri, 13 Oct 2023AU$25.2bAU$36.7bAU$1.9b10.6x13.3x0.7x
Sun, 10 Sep 2023AU$25.1bAU$36.7bAU$1.9b10.7x13.1x0.7x
Tue, 08 Aug 2023AU$24.9bAU$35.7bAU$2.0b9.4x12.2x0.7x
Thu, 06 Jul 2023AU$23.8bAU$35.7bAU$2.0b9.2x11.7x0.7x
Sat, 03 Jun 2023AU$22.4bAU$35.7bAU$2.0b8.7x11x0.6x
Mon, 01 May 2023AU$25.8bAU$35.7bAU$2.0b9.2x12.7x0.7x
Price to Earnings Ratio

12.7x


Total Market Cap: AU$25.8bTotal 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 0.80x.
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-1.56%
Consumer Discretionary-0.70%
Specialty Stores-1.04%
Automotive Retail0.43%
Specialty Stores-0.23%
Computer and Electronics Retail-0.38%
Apparel Retail-2.36%
Home Improvement Retail-6.41%
Home Furnishing Retail-6.96%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 16.7x.
    • Analysts are expecting annual earnings growth of 16.7%, 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 19.5x.
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 3.5% 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$76.200.2%
+AU$14.2m		-23.9%PE17.3x
ABY Adore Beauty GroupAU$0.4123.9%
+AU$7.5m		-41.1%PE121.1x
MTO MotorCycle HoldingsAU$2.383.9%
+AU$6.6m		10.7%PE8.9x
SSG Shaver Shop GroupAU$1.403.3%
+AU$5.9m		13.4%PE12.1x
STP Step One ClothingAU$0.215.0%
+AU$1.8m		-76.0%PS0.5x

Latest News

STP
AU$0.21
Step One Clothing
7D
5.0%
1Y
-76.0%

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

Analysts have kept their fair value estimate for Step One Clothing steady at A$0.29, with only slight adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E, helping to refine rather than materially shift the overall price target view. What's in the News Step One Clothing Limited was removed from the S&P/ASX Emerging Companies Index, which may affect how some index and rules based funds hold or trade the stock (Key Developments).
SSG
AU$1.40
Shaver Shop Group
7D
3.3%
1Y
13.4%

SSG: Future Returns Will Reflect Index Removal And Steady Cash Flow Assumptions

Analysts have maintained their A$1.50 price target for Shaver Shop Group, with updated assumptions that reflect slightly higher discount rate, revenue growth, profit margin and future P/E inputs, which together support an unchanged view of fair value. What's in the News Shaver Shop Group Limited (ASX:SSG) was removed from the S&P/ASX All Ordinaries Index.
SUL
AU$12.19
Super Retail Group
7D
-2.4%
1Y
-4.8%

SUL: Firmer Margin Outlook Will Support Long Term Upside Potential

Analysts have trimmed their price target on Super Retail Group from A$18.70 to A$17.85. This reflects a slightly higher discount rate and more cautious revenue growth assumptions, partly offset by firmer profit margin expectations and a lower future P/E.
TPW
AU$5.86
Temple & Webster Group
7D
-12.0%
1Y
-66.1%

TPW: Rebased Profit Outlook May Support Upside From Cautious New Fair Value

Analysts have reduced their fair value estimate for Temple & Webster Group from A$17.70 to A$8.00. This revision reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E following recent research, including the latest upgrade and supporting rationale from the Street.
JBH
AU$76.20
JB Hi-Fi
7D
0.2%
1Y
-23.9%

JBH: Interim Dividend Timetable Will Support Future Returns Outlook

Analysts have trimmed their price target for JB Hi-Fi to A$116.20 from A$118.18, reflecting updated assumptions that include a slightly higher discount rate, a modestly lower revenue growth outlook, a small uplift in profit margin and a marginally lower future P/E multiple. What's in the News JB Hi-Fi's board declared an estimated fully franked interim dividend of A$2.10 per share for the six months ended 31 December 2025, signaling a planned cash return to shareholders for that period (Key Developments).
AX1
AU$0.63
Accent Group
7D
-6.0%
1Y
-65.3%

AX1: Index Removal And Dividend Will Frame A Balanced FY26 Outlook

Analysts have lowered their Accent Group price target to A$0.75 from A$1.04, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Accent Group Limited was removed from the S&P/ASX 300 Index, which can affect index fund ownership and trading volumes (Index Constituent Drops).
PMV
AU$12.66
Premier Investments
7D
-0.8%
1Y
-36.8%
APE
AU$23.26
Eagers Automotive
7D
-1.6%
1Y
28.4%

APE: Higher Future P/E And Margins Will Support Stronger Long Term Position

Analysts have trimmed their price target on Eagers Automotive from about A$29.69 to A$28.13, reflecting slightly lower revenue growth assumptions, a modestly higher expected profit margin, and a higher future P/E multiple in their updated model. Valuation Changes Fair Value: Trimmed from A$29.69 to A$28.13, a small reduction in the modelled estimate.
ABY
AU$0.41
Adore Beauty Group
7D
23.9%
1Y
-41.1%

ABY: Higher Discount Rate Assumptions Will Still Support Long Term Profitability

Analysts have trimmed their price target for Adore Beauty Group from about A$1.27 to A$1.00. This reflects slightly higher discount rate assumptions and lower profit margin expectations, partly offset by adjustments to revenue growth and future P/E inputs.
BLX
AU$1.63
Beacon Lighting Group
7D
-4.4%
1Y
-52.9%

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.
KOA
AU$3.47
Koala
7D
-6.2%
1Y
n/a
MTO
AU$2.38
MotorCycle Holdings
7D
3.9%
1Y
10.7%
NCK
AU$14.93
Nick Scali
7D
-4.5%
1Y
-12.4%
HT8
AU$0.011
Harris Technology Group
7D
15.0%
1Y
4.5%