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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies27
  • 7D-2.3%
  • 3M1.6%
  • 1Y-3.8%
  • YTD-0.2%

Over the last 7 days, the Specialty Stores industry has dropped 2.3%, driven by declines in Frasers Group and Card Factory of 3.9% and 28%, respectively. However, the industry is down 3.8% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025UK£21.7bUK£62.3bUK£1.4b15.7x15.9x0.3x
Thu, 13 Nov 2025UK£22.4bUK£62.1bUK£1.2b19.5x18.9x0.4x
Sat, 11 Oct 2025UK£22.5bUK£62.1bUK£1.2b15.8x18.9x0.4x
Mon, 08 Sep 2025UK£21.9bUK£61.0bUK£1.2b23.8x19x0.4x
Wed, 06 Aug 2025UK£22.3bUK£62.3bUK£907.2m23.6x24.6x0.4x
Fri, 04 Jul 2025UK£23.7bUK£62.7bUK£936.4m24.9x25.3x0.4x
Sun, 01 Jun 2025UK£23.5bUK£62.2bUK£943.4m22.9x24.9x0.4x
Tue, 29 Apr 2025UK£21.9bUK£61.5bUK£793.5m18.4x27.6x0.4x
Thu, 27 Mar 2025UK£20.8bUK£61.7bUK£806.6m17.2x25.8x0.3x
Sat, 22 Feb 2025UK£21.8bUK£61.8bUK£968.0m13.3x22.6x0.4x
Mon, 20 Jan 2025UK£21.9bUK£62.4bUK£958.9m13x22.9x0.4x
Wed, 18 Dec 2024UK£23.2bUK£62.4bUK£970.6m14.3x23.9x0.4x
Fri, 15 Nov 2024UK£25.5bUK£62.7bUK£1.0b17x24.7x0.4x
Sun, 13 Oct 2024UK£27.7bUK£63.0bUK£1.2b18x22.4x0.4x
Tue, 10 Sep 2024UK£27.0bUK£62.7bUK£1.5b16.8x18.6x0.4x
Thu, 08 Aug 2024UK£26.1bUK£62.7bUK£1.5b16.3x17.9x0.4x
Sat, 06 Jul 2024UK£25.3bUK£62.8bUK£1.6b17.4x15.8x0.4x
Mon, 03 Jun 2024UK£26.2bUK£63.8bUK£1.3b14.9x20.7x0.4x
Wed, 01 May 2024UK£24.5bUK£63.7bUK£1.3b15.6x18.4x0.4x
Fri, 29 Mar 2024UK£26.3bUK£67.7bUK£1.4b14.6x18.6x0.4x
Sun, 25 Feb 2024UK£25.5bUK£67.9bUK£1.4b16x18.2x0.4x
Tue, 23 Jan 2024UK£27.2bUK£82.4bUK£1.6b13.7x17x0.3x
Thu, 21 Dec 2023UK£33.1bUK£82.7bUK£1.6b15x20.6x0.4x
Sat, 18 Nov 2023UK£30.0bUK£83.0bUK£1.1b14.5x28.2x0.4x
Mon, 16 Oct 2023UK£28.0bUK£83.1bUK£1.0b11.7x26.7x0.3x
Wed, 13 Sep 2023UK£30.0bUK£82.2bUK£1.2b11.9x26x0.4x
Fri, 11 Aug 2023UK£31.2bUK£82.6bUK£1.2b12.4x26.7x0.4x
Sun, 09 Jul 2023UK£29.2bUK£82.0bUK£985.7m11.4x29.6x0.4x
Tue, 06 Jun 2023UK£30.8bUK£82.6bUK£982.6m10.1x31.4x0.4x
Thu, 04 May 2023UK£33.0bUK£81.4bUK£1.4b11x23.1x0.4x
Sat, 01 Apr 2023UK£33.7bUK£81.0bUK£1.4b11.2x24.2x0.4x
Mon, 27 Feb 2023UK£32.5bUK£72.0bUK£1.8b11.2x18.3x0.5x
Wed, 25 Jan 2023UK£30.9bUK£72.0bUK£1.8b10.5x17.1x0.4x
Fri, 23 Dec 2022UK£26.7bUK£71.9bUK£1.8b9.6x14.7x0.4x
Price to Earnings Ratio

14.7x


Total Market Cap: UK£26.7bTotal Earnings: UK£1.8bTotal Revenue: UK£71.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 22.3x202320242025
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 15.9x 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 declined 9.1% per year over the last three years,
  • Revenues have also declined 4.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

GB Market-0.0071%
Consumer Discretionary-0.77%
Specialty Stores-2.32%
Home Furnishing Retail-0.78%
Home Improvement Retail-0.95%
Computer and Electronics Retail-2.27%
Automotive Retail-2.51%
Specialty Stores-3.47%
Apparel Retail-3.79%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 17.0x.
    • Analysts are expecting annual earnings growth of 16.9%, 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 76% over the next 5 years.
  • This is better than its past earnings decline of 82% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 8.3% 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
FRAS Frasers GroupUK£6.864.7%
+UK£134.2m		12.0%PE6.9x
JD. JD Sports FashionUK£0.811.8%
+UK£71.5m		-18.1%PE7.9x
WIX Wickes GroupUK£2.392.6%
+UK£14.0m		55.9%PE25.1x
DFS DFS FurnitureUK£1.633.5%
+UK£12.9m		12.8%PE15.7x
WOSG Watches of Switzerland GroupUK£4.950.9%
+UK£9.9m		-16.4%PE16.9x

Latest News

FRAS
UK£6.86
Frasers Group
7D
4.7%
1Y
12.0%
PROC
UK£0.39
ProCook Group
7D
13.0%
1Y
11.4%

Does ProCook Group (LON:PROC) Deserve A Spot On Your Watchlist?

Dec 14
Does ProCook Group (LON:PROC) Deserve A Spot On Your Watchlist?
WOSG
UK£4.95
Watches of Switzerland Group
7D
0.9%
1Y
-16.4%

WOSG: Future US Acquisitions And Jewelry Partnerships Will Shape Outlook

Analysts have nudged their price target for Watches of Switzerland Group modestly higher, from roughly £4.75 to about £5.10. They cite slightly stronger margin expectations that more than offset a small tempering of long term growth assumptions and valuation multiples.
CARD
UK£0.70
Card Factory
7D
-28.2%
1Y
-30.7%

CARD: Share Buyback And Dividend Policy Will Support Future Upside Potential

Analysts have trimmed their price target on Card Factory from £2.15 to £1.85, citing a higher required discount rate and slightly lower margin expectations, despite upgraded revenue growth forecasts. What's in the News The board has authorized a share buyback plan for Card Factory plc, signaling confidence in the company’s valuation (Key Developments).
MOON
UK£1.98
Moonpig Group
7D
-7.5%
1Y
-13.2%
SMWH
UK£6.63
WH Smith
7D
-2.7%
1Y
-44.3%

SMWH: Future Upside Will Emerge As New Leadership Restores Profit Credibility

Analysts have modestly reduced their price target on WH Smith to about £7.75 from roughly £7.73 per share, reflecting higher perceived risk and mixed broker revisions that balance recent target cuts with selective upgrades. Analyst Commentary Analysts remain divided on WH Smith, with recent changes in ratings and targets highlighting both confidence in the company’s long term growth prospects and concern around near term execution risks and earnings quality.
WIX
UK£2.39
Wickes Group
7D
2.6%
1Y
55.9%

WIX: Future Profit Outlook Will Balance Consumer Risks And Value-Led Model

Analysts have nudged their fair value estimate for Wickes Group higher from approximately £2.36 to about £2.50 per share, reflecting increased confidence in the company’s value-led model, improving growth and margin trajectory, and a more supportive medium term earnings outlook despite mixed target moves across the Street. Analyst Commentary Analyst views on Wickes Group remain broadly constructive, with recent research highlighting both the upside from execution and growth and the need for caution around near term valuation and macro sensitivity.
CURY
UK£1.27
Currys
7D
-3.1%
1Y
33.9%

CURY: Wireless Segment Will Drive Stronger Share Performance Ahead

Analysts have nudged their price target on Currys slightly higher to reflect marginal improvements in long term revenue growth, profit margins and valuation multiples, while also incorporating a modestly higher risk profile in their updated discount rate. Valuation Changes The discount rate has risen slightly, moving from 10.64 percent to approximately 10.87 percent, reflecting a modest increase in perceived risk.
KGF
UK£3.06
Kingfisher
7D
-0.4%
1Y
18.8%

KGF: Shares Will Reflect Modest Upside Amid Cautious Outlook

Analysts have modestly raised their price target on Kingfisher to 290 GBp from 260 GBp. This reflects slightly stronger expectations for revenue growth and profit margins, despite a marginally higher discount rate and a small trim to fair value and future P/E assumptions. Analyst Commentary Bullish analysts view the higher price target as confirmation that Kingfisher can deliver modest upside from current levels, supported by gradual improvement in revenue trends and operational efficiency.
TPT
UK£0.48
Topps Tiles
7D
6.5%
1Y
19.5%
DEBS
UK£0.22
boohoo group
7D
-17.9%
1Y
-39.7%
JD.
UK£0.81
JD Sports Fashion
7D
1.8%
1Y
-18.1%

What Does JD Sports Fashion Plc's (LON:JD.) Share Price Indicate?

Dec 03
What Does JD Sports Fashion Plc's (LON:JD.) Share Price Indicate?
HFD
UK£1.40
Halfords Group
7D
-5.4%
1Y
-0.7%

Halfords Group's (LON:HFD) Dividend Will Be £0.03

Dec 01
Halfords Group's (LON:HFD) Dividend Will Be £0.03
DNLM
UK£11.02
Dunelm Group
7D
-0.6%
1Y
0.8%

Is Now The Time To Look At Buying Dunelm Group plc (LON:DNLM)?

Nov 18
Is Now The Time To Look At Buying Dunelm Group plc (LON:DNLM)?
DFS
UK£1.63
DFS Furniture
7D
3.5%
1Y
12.8%

Shareholders Can Be Confident That DFS Furniture's (LON:DFS) Earnings Are High Quality

Oct 28
Shareholders Can Be Confident That DFS Furniture's (LON:DFS) Earnings Are High Quality
ANG
UK£0.53
Angling Direct
7D
8.2%
1Y
35.9%