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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies26
  • 7D-1.1%
  • 3M-6.2%
  • 1Y3.3%
  • YTD-6.7%

Over the last 7 days, the Specialty Stores industry has dropped 1.1%, driven by a pullback from Kingfisher of 1.9%. In the past year, the industry has gained 3.3%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the U.K. Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Mar 2026UK£20.6bUK£62.2bUK£1.3b13.3x15.3x0.3x
Thu, 12 Feb 2026UK£22.9bUK£62.3bUK£1.3b14x17x0.4x
Sat, 10 Jan 2026UK£22.7bUK£62.2bUK£1.4b15.3x16.7x0.4x
Mon, 08 Dec 2025UK£22.5bUK£62.3bUK£1.4b15.5x16.5x0.4x
Wed, 05 Nov 2025UK£22.2bUK£62.1bUK£1.2b17.6x18.7x0.4x
Fri, 03 Oct 2025UK£23.8bUK£62.1bUK£1.2b16.7x20x0.4x
Sun, 31 Aug 2025UK£21.7bUK£61.0bUK£1.2b24x18.9x0.4x
Tue, 29 Jul 2025UK£23.1bUK£62.3bUK£907.2m23.3x25.4x0.4x
Thu, 26 Jun 2025UK£22.7bUK£62.4bUK£875.5m24.1x25.9x0.4x
Sat, 24 May 2025UK£23.4bUK£62.2bUK£946.7m22.9x24.7x0.4x
Mon, 21 Apr 2025UK£21.2bUK£61.7bUK£749.1m17.6x28.2x0.3x
Wed, 19 Mar 2025UK£21.3bUK£61.8bUK£979.2m13.4x21.8x0.3x
Fri, 14 Feb 2025UK£22.4bUK£61.8bUK£968.0m13.4x23.2x0.4x
Sun, 12 Jan 2025UK£22.0bUK£62.4bUK£965.5m14x22.8x0.4x
Tue, 10 Dec 2024UK£24.1bUK£62.5bUK£934.8m15.1x25.8x0.4x
Thu, 07 Nov 2024UK£26.1bUK£62.8bUK£1.1b17.2x22.9x0.4x
Sat, 05 Oct 2024UK£28.2bUK£63.0bUK£1.2b19.5x22.9x0.4x
Mon, 02 Sep 2024UK£27.5bUK£62.7bUK£1.5b16.8x19x0.4x
Wed, 31 Jul 2024UK£27.1bUK£62.7bUK£1.5b16.8x18.6x0.4x
Fri, 28 Jun 2024UK£25.6bUK£63.6bUK£1.7b17.5x15.4x0.4x
Sun, 26 May 2024UK£25.4bUK£63.8bUK£1.3b14.7x20x0.4x
Tue, 23 Apr 2024UK£24.8bUK£67.4bUK£1.4b14.3x17.9x0.4x
Thu, 21 Mar 2024UK£24.2bUK£67.9bUK£1.4b14.2x17.2x0.4x
Sat, 17 Feb 2024UK£24.9bUK£67.9bUK£1.4b14x17.7x0.4x
Mon, 15 Jan 2024UK£28.1bUK£82.7bUK£1.6b14.1x17.4x0.3x
Wed, 13 Dec 2023UK£32.0bUK£83.0bUK£1.1b15x29.5x0.4x
Fri, 10 Nov 2023UK£29.2bUK£82.8bUK£1.1b14.1x27.7x0.4x
Sun, 08 Oct 2023UK£29.2bUK£83.1bUK£1.1b11.8x27.7x0.4x
Tue, 05 Sep 2023UK£30.4bUK£82.2bUK£1.2b11.8x26.3x0.4x
Thu, 03 Aug 2023UK£31.1bUK£82.6bUK£1.2b13.1x26.6x0.4x
Sat, 01 Jul 2023UK£30.0bUK£82.7bUK£893.0m10.8x33.6x0.4x
Mon, 29 May 2023UK£30.1bUK£82.6bUK£982.4m10.2x30.7x0.4x
Wed, 26 Apr 2023UK£33.1bUK£81.4bUK£1.4b10.8x23.6x0.4x
Fri, 24 Mar 2023UK£33.0bUK£81.0bUK£1.4b11x23.4x0.4x
Price to Earnings Ratio

23.4x


Total Market Cap: UK£33.0bTotal Earnings: UK£1.4bTotal Revenue: UK£81.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 22.3x202420252026
Current Industry PE
  • Investors are pessimistic on the British Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 15.3x which is lower than its 3-year average PE of 22.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.38x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 8.4% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market-0.10%
Consumer Discretionary-0.96%
Specialty Stores-1.06%
Computer and Electronics Retail2.37%
Specialty Stores0.043%
Home Improvement Retail-1.93%
Automotive Retail-2.35%
Home Furnishing Retail-3.62%
Apparel Retail-15.92%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 18.8x.
    • Analysts are expecting annual earnings growth of 17.2%, which is higher than its past year's earnings decline of 27.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 88% over the next 5 years.
  • This is better than its past earnings decline of 75% per year.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 9.0% 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
CURY CurrysUK£1.452.6%
+UK£37.9m		64.8%PE11.5x
FRAS Frasers GroupUK£6.661.1%
+UK£29.9m		5.1%PE6.7x
TPT Topps TilesUK£0.4120.6%
+UK£13.9m		29.7%PE13.6x
SMWH WH SmithUK£5.631.3%
+UK£8.7m		-46.5%PS0.5x
G4M Gear4music (Holdings)UK£2.811.1%
+UK£629.3k		97.2%PE14.5x

Latest News

DNLM
UK£8.49
Dunelm Group
7D
-5.9%
1Y
-6.6%

DNLM: Share Buybacks And Recent Upgrades Will Support Multiple Re Rating

Analysts have nudged their price target for Dunelm Group higher to £11.93. This reflects updated views on its discount rate, revenue growth and profit margin assumptions, along with a slightly adjusted future P/E multiple informed by recent mixed broker calls.
WIX
UK£2.15
Wickes Group
7D
-4.2%
1Y
28.6%

WIX: Higher Price Assumptions Will Test Execution And Future P/E Resilience

Analysts have raised their Wickes Group price target by £0.27, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E as key supports for the revised view. Analyst Commentary The revised £0.27 uplift in the price target reflects more supportive modelling on discount rate, revenue, margins and future P/E.
SMWH
UK£5.63
WH Smith
7D
1.3%
1Y
-46.5%
ASC
UK£2.31
ASOS
7D
-10.7%
1Y
-4.0%

ASC: Higher Margin Assumptions And Lower P/E Will Support Upside Repricing

Analysts have made a small upward adjustment to their ASOS price targets, reflecting slightly higher assumptions for revenue growth and profit margins, as well as a modestly lower future P/E, which together lift fair value by a fraction to roughly £5.62 per share. Valuation Changes Fair Value is effectively unchanged at £5.62 per share, with only a fractional numerical adjustment.
DEBS
UK£0.20
boohoo group
7D
-4.8%
1Y
-23.7%

DEBS: Equity Raise And Asset Lite Shift Will Support Bullish Outlook

Analysts have trimmed their fair value estimate for boohoo group slightly, from £0.24 to about £0.24, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations. What's in the News boohoo group plc completed a £40 million follow-on equity offering, issuing 160,277,779 and 61,944,443 ordinary shares at £0.18 per share under Regulation S with a subsequent direct listing feature.
TPT
UK£0.41
Topps Tiles
7D
20.6%
1Y
29.7%
KGF
UK£3.13
Kingfisher
7D
-0.7%
1Y
18.7%

KGF: Higher Fair Value Views Will Support Cautious Earnings Outlook

Analysts have nudged their Kingfisher price target higher to £3.30 from £2.95, reflecting updated views on fair value assumptions and earnings potential. Analyst Commentary Recent research points to a higher assessed fair value for Kingfisher, even as some analysts stay cautious on the shares.
CURY
UK£1.45
Currys
7D
2.6%
1Y
64.8%

CURY: Updated Discount Assumptions And Buybacks Will Support Future Share Upside

Narrative update Analysts have lifted their price target on Currys by £0.10, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E ratios that support a modestly higher valuation framework. Analyst Commentary Bullish analysts are pointing to a slightly higher valuation framework for Currys after the price target was raised by £0.10, suggesting increased confidence in how the company can deliver against its current plan.
JD.
UK£0.72
JD Sports Fashion
7D
-2.7%
1Y
-4.0%

JD.: Recalibrated Expectations And Buyback Plan Will Support Future Upside Potential

Analysts have reduced their price target for JD Sports Fashion to reflect a lower fair value of £1.70, with recent target cuts from 10 GBp at Deutsche Bank and 1 GBp at Citi supported by more cautious assumptions on growth, margins and future P/E. Analyst Commentary Recent target changes around £1.70 suggest that analysts are recalibrating their expectations, with adjustments in the low GBp range indicating more fine tuned views on execution, margins and valuation rather than a wholesale shift in sentiment.
WOSG
UK£4.52
Watches of Switzerland Group
7D
-3.3%
1Y
2.4%

WOSG: Future US Acquisitions And Margin Improvement Will Support Bullish Outlook

Analysts have nudged their price target on Watches of Switzerland Group higher to £5.39 from £5.15, reflecting updated views on revenue growth, profitability and the appropriate P/E multiple. What's in the News Guidance for the second half of fiscal 2026 points to a higher EBIT margin percentage compared with the first half, indicating management expects better profitability in the later part of the year (corporate guidance).
MTC
UK£0.017
Mothercare
7D
3.6%
1Y
-33.1%
FRAS
UK£6.66
Frasers Group
7D
1.1%
1Y
5.1%

Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down

Feb 16
Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down
DFS
UK£1.62
DFS Furniture
7D
-5.6%
1Y
11.4%
G4M
UK£2.81
Gear4music (Holdings)
7D
1.1%
1Y
97.2%