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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedApr 15, 2025
DataAggregated Company Financials
Companies26
  • 7D8.5%
  • 3M-3.2%
  • 1Y-16.0%
  • YTD-9.4%

In the last week, the Specialty Stores industry is up 8.5%, with JD Sports Fashion up 16%. In the past year, the industry is down 16%. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 16 Apr 2025UK£20.5bUK£61.7bUK£809.1m16.9x25.4x0.3x
Fri, 14 Mar 2025UK£20.4bUK£61.8bUK£979.2m13.2x20.8x0.3x
Sun, 09 Feb 2025UK£22.3bUK£62.4bUK£969.6m13.7x23x0.4x
Tue, 07 Jan 2025UK£22.9bUK£62.4bUK£965.5m14.4x23.7x0.4x
Thu, 05 Dec 2024UK£24.3bUK£62.7bUK£1.0b15.5x23.4x0.4x
Sat, 02 Nov 2024UK£26.4bUK£63.1bUK£1.2b17.2x21.5x0.4x
Mon, 30 Sep 2024UK£29.6bUK£62.5bUK£1.4b18.8x20.8x0.5x
Wed, 28 Aug 2024UK£27.8bUK£62.7bUK£1.5b16.7x19.1x0.4x
Fri, 26 Jul 2024UK£26.3bUK£62.7bUK£1.5b17.3x18x0.4x
Sun, 23 Jun 2024UK£25.6bUK£63.6bUK£1.7b14.5x15.4x0.4x
Tue, 21 May 2024UK£25.7bUK£63.8bUK£1.3b15.1x20.2x0.4x
Thu, 18 Apr 2024UK£25.0bUK£67.4bUK£1.4b14.5x18x0.4x
Sat, 16 Mar 2024UK£24.2bUK£67.9bUK£1.4b14.2x17.3x0.4x
Mon, 12 Feb 2024UK£23.8bUK£67.9bUK£1.4b13.7x16.9x0.4x
Wed, 10 Jan 2024UK£28.5bUK£82.7bUK£1.6b14.4x17.7x0.3x
Fri, 08 Dec 2023UK£31.3bUK£82.9bUK£1.1b13.3x29.7x0.4x
Sun, 05 Nov 2023UK£28.6bUK£83.1bUK£1.0b13.8x27.5x0.3x
Tue, 03 Oct 2023UK£29.9bUK£82.8bUK£1.1b12.2x28.1x0.4x
Thu, 31 Aug 2023UK£30.2bUK£82.8bUK£1.2b11.5x26.1x0.4x
Sat, 29 Jul 2023UK£32.0bUK£82.6bUK£1.1b14.2x28x0.4x
Mon, 26 Jun 2023UK£29.6bUK£82.7bUK£897.9m10.6x32.9x0.4x
Wed, 24 May 2023UK£31.4bUK£82.5bUK£984.1m10.6x31.9x0.4x
Fri, 21 Apr 2023UK£32.9bUK£81.4bUK£1.4b11x23.4x0.4x
Sun, 19 Mar 2023UK£32.2bUK£80.6bUK£1.6b10.9x19.5x0.4x
Tue, 14 Feb 2023UK£32.6bUK£72.0bUK£1.8b11.1x18.2x0.5x
Thu, 12 Jan 2023UK£30.0bUK£72.0bUK£1.8b10.3x16.5x0.4x
Sat, 10 Dec 2022UK£27.8bUK£72.1bUK£2.4b8.6x11.5x0.4x
Mon, 07 Nov 2022UK£25.5bUK£71.1bUK£2.3b7x11x0.4x
Wed, 05 Oct 2022UK£24.7bUK£69.7bUK£2.3b7.1x10.9x0.4x
Fri, 02 Sep 2022UK£25.5bUK£68.9bUK£2.5b7.9x10.4x0.4x
Sun, 31 Jul 2022UK£28.6bUK£68.8bUK£2.5b8.8x11.7x0.4x
Tue, 28 Jun 2022UK£26.6bUK£67.9bUK£2.1b8x13x0.4x
Thu, 26 May 2022UK£27.3bUK£66.2bUK£2.1b8.6x13.1x0.4x
Sat, 23 Apr 2022UK£30.2bUK£65.5bUK£2.0b10.1x15x0.5x
Price to Earnings Ratio

15x


Total Market Cap: UK£30.2bTotal Earnings: UK£2.0bTotal Revenue: UK£65.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 20.4x202320242025
Current Industry PE
  • Investors are optimistic on the British Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.4x which is higher than its 3-year average PE of 20.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.40x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 26% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 U.K. Consumer Discretionary industry?

GB Market5.59%
Consumer Discretionary7.34%
Specialty Stores8.53%
Specialty Stores12.26%
Home Furnishing Retail8.99%
Apparel Retail6.18%
Automotive Retail4.59%
Computer and Electronics Retail4.37%
Home Improvement Retail3.93%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 12.4x.
    • Analysts are expecting annual earnings growth of 22.8%, which is higher than its past year's earnings decline of 46.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 79% over the next 5 years.
  • This is better than its past earnings decline of 44% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 14% 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
JD. JD Sports FashionUK£0.7518.8%
+UK£616.8m		-35.8%PE11.4x
KGF KingfisherUK£2.678.6%
+UK£376.4m		9.2%PE25.6x
FRAS Frasers GroupUK£6.269.3%
+UK£229.5m		-19.4%PE8.7x
DNLM Dunelm GroupUK£9.446.1%
+UK£108.6m		-11.7%PE12.5x
PETS Pets at Home GroupUK£2.347.8%
+UK£77.2m		-15.3%PE11.6x
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