Narrative Update • Aug 24
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Australian (ASX) Specialty Stores Industry Analysis
UpdatedAug 25, 2026
DataAggregated Company Financials
Companies27
- 7D-2.0%
- 3M1.3%
- 1Y-35.6%
- YTD-25.0%
Over the last 7 days, the Specialty Stores industry has dropped 2.0%, driven by JB Hi-Fi declining 3.3%. Meanwhile, Super Retail Group actually outperformed within the industry, gaining 6.1% in the last week. However, the industry is down 36% over the past year. Looking forward, earnings are forecast to grow by 12% annually.
Industry Valuation and Performance
Has the Australian Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | AU$26.7b | AU$43.6b | AU$1.3b | 16.4x | 20.2x | 0.6x |
| Thu, 23 Jul 2026 | AU$27.6b | AU$43.3b | AU$1.4b | 15.6x | 19.7x | 0.6x |
| Sat, 20 Jun 2026 | AU$28.4b | AU$43.3b | AU$1.4b | 15.8x | 20.3x | 0.7x |
| Mon, 18 May 2026 | AU$26.3b | AU$43.2b | AU$1.4b | 13.1x | 18.9x | 0.6x |
| Wed, 15 Apr 2026 | AU$27.8b | AU$43.2b | AU$1.4b | 14.2x | 20x | 0.6x |
| Fri, 13 Mar 2026 | AU$28.0b | AU$43.2b | AU$1.4b | 16x | 20.2x | 0.6x |
| Sun, 08 Feb 2026 | AU$32.7b | AU$41.2b | AU$1.4b | 21.4x | 22.9x | 0.8x |
| Tue, 06 Jan 2026 | AU$35.2b | AU$41.2b | AU$1.4b | 22.6x | 24.7x | 0.9x |
| Thu, 04 Dec 2025 | AU$38.0b | AU$41.2b | AU$1.4b | 23.2x | 26.6x | 0.9x |
| Sat, 01 Nov 2025 | AU$41.1b | AU$41.2b | AU$1.4b | 24.8x | 28.8x | 1x |
| Mon, 29 Sep 2025 | AU$41.3b | AU$41.2b | AU$1.4b | 24.3x | 29x | 1x |
| Wed, 27 Aug 2025 | AU$40.1b | AU$40.9b | AU$1.5b | 26.7x | 26.6x | 1x |
| Fri, 25 Jul 2025 | AU$35.8b | AU$40.1b | AU$1.5b | 21.2x | 23.4x | 0.9x |
| Sun, 22 Jun 2025 | AU$34.4b | AU$40.1b | AU$1.5b | 19.9x | 22.5x | 0.9x |
| Tue, 20 May 2025 | AU$34.7b | AU$40.1b | AU$1.5b | 20.6x | 22.7x | 0.9x |
| Thu, 17 Apr 2025 | AU$31.9b | AU$40.1b | AU$1.5b | 19.4x | 20.9x | 0.8x |
| Sat, 15 Mar 2025 | AU$30.4b | AU$40.1b | AU$1.5b | 18.9x | 19.6x | 0.8x |
| Mon, 10 Feb 2025 | AU$34.2b | AU$38.4b | AU$1.6b | 18.9x | 21x | 0.9x |
| Wed, 08 Jan 2025 | AU$34.4b | AU$38.5b | AU$1.6b | 18.4x | 21x | 0.9x |
| Fri, 06 Dec 2024 | AU$34.4b | AU$38.5b | AU$1.6b | 18.2x | 21x | 0.9x |
| Sun, 03 Nov 2024 | AU$31.8b | AU$38.5b | AU$1.6b | 17.6x | 19.4x | 0.8x |
| Tue, 01 Oct 2024 | AU$33.3b | AU$38.5b | AU$1.6b | 17.6x | 20.3x | 0.9x |
| Thu, 29 Aug 2024 | AU$32.3b | AU$38.3b | AU$1.7b | 16.9x | 19.1x | 0.8x |
| Sat, 27 Jul 2024 | AU$29.9b | AU$37.3b | AU$1.8b | 16.2x | 17x | 0.8x |
| Mon, 24 Jun 2024 | AU$29.2b | AU$37.3b | AU$1.8b | 14.5x | 16.6x | 0.8x |
| Wed, 22 May 2024 | AU$28.5b | AU$37.3b | AU$1.8b | 14.1x | 16.2x | 0.8x |
| Fri, 19 Apr 2024 | AU$30.1b | AU$37.3b | AU$1.8b | 14.4x | 17.1x | 0.8x |
| Sun, 17 Mar 2024 | AU$31.2b | AU$37.3b | AU$1.8b | 14.6x | 17.8x | 0.8x |
| Tue, 13 Feb 2024 | AU$30.5b | AU$36.0b | AU$1.8b | 14.1x | 16.8x | 0.8x |
| Thu, 11 Jan 2024 | AU$28.0b | AU$36.7b | AU$1.9b | 12.2x | 14.8x | 0.8x |
| Sat, 09 Dec 2023 | AU$26.2b | AU$36.7b | AU$1.9b | 10.9x | 13.8x | 0.7x |
| Mon, 06 Nov 2023 | AU$24.5b | AU$36.7b | AU$1.9b | 10.5x | 12.9x | 0.7x |
| Wed, 04 Oct 2023 | AU$24.4b | AU$36.7b | AU$1.9b | 10.4x | 12.9x | 0.7x |
| Fri, 01 Sep 2023 | AU$26.3b | AU$36.8b | AU$1.9b | 10.6x | 13.8x | 0.7x |
Price to Earnings Ratio
13.8x
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 20.0x.
- 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 11% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.8% 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 | 0.24% | |
| Consumer Discretionary | -2.76% | |
| Specialty Stores | -2.03% | |
| Specialty Stores | 2.04% | |
| Apparel Retail | 1.22% | |
| Home Improvement Retail | -2.99% | |
| Automotive Retail | -3.23% | |
| Computer and Electronics Retail | -4.53% | |
| Home Furnishing Retail | -4.90% | |
Industry PE
- Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 18.7x.
- Analysts are expecting annual earnings growth of 16.2%, which is higher than its past year's earnings decline of 2.7% per year.
- Investors are most pessimistic about the Home Improvement Retail industry, which is trading below its 3-year average of 19.9x.
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 decline of 5.2% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SUL Super Retail Group | AU$13.28 | 6.1% +AU$171.6m | -28.5% | PE14.6x | |
| UNI Universal Store Holdings | AU$8.64 | 17.2% +AU$97.4m | 1.3% | PE36.4x | |
| LOV Lovisa Holdings | AU$24.50 | 2.6% +AU$67.6m | -32.7% | PE30.9x | |
| PMV Premier Investments | AU$11.84 | 1.7% +AU$31.9m | -44.9% | PE13.1x | |
| MTO MotorCycle Holdings | AU$2.80 | 9.8% +AU$18.5m | -23.1% | PE10.5x |