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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies27
  • 7D-0.01%
  • 3M-1.4%
  • 1Y4.6%
  • YTD1.5%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably JD Sports Fashion declined by 3.2%. As for the the longer term, the industry is up 4.6% over the past 12 months. 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
Fri, 30 Jan 2026UK£22.6bUK£62.2bUK£1.4b13.8x16.7x0.4x
Sun, 28 Dec 2025UK£22.1bUK£62.2bUK£1.4b14.9x16.3x0.4x
Tue, 25 Nov 2025UK£21.2bUK£62.0bUK£1.2b15.5x17.8x0.3x
Thu, 23 Oct 2025UK£23.5bUK£62.1bUK£1.2b17x19.7x0.4x
Sat, 20 Sep 2025UK£21.3bUK£61.0bUK£1.2b22.6x18.3x0.3x
Mon, 18 Aug 2025UK£22.3bUK£62.3bUK£907.2m23.3x24.6x0.4x
Wed, 16 Jul 2025UK£22.3bUK£62.7bUK£936.4m23.6x23.8x0.4x
Fri, 13 Jun 2025UK£23.1bUK£62.2bUK£944.7m23.8x24.5x0.4x
Sun, 11 May 2025UK£23.4bUK£61.5bUK£800.5m19.7x29.2x0.4x
Tue, 08 Apr 2025UK£18.9bUK£61.7bUK£809.1m16.8x23.4x0.3x
Thu, 06 Mar 2025UK£20.9bUK£61.8bUK£968.0m12.8x21.6x0.3x
Sat, 01 Feb 2025UK£22.9bUK£62.4bUK£969.6m14x23.6x0.4x
Mon, 30 Dec 2024UK£22.9bUK£62.4bUK£965.9m14.1x23.7x0.4x
Wed, 27 Nov 2024UK£24.1bUK£62.7bUK£1.0b16.1x23.3x0.4x
Fri, 25 Oct 2024UK£27.7bUK£63.1bUK£1.2b17.5x22.5x0.4x
Sun, 22 Sep 2024UK£29.0bUK£62.6bUK£1.5b17.1x19.9x0.5x
Tue, 20 Aug 2024UK£26.8bUK£62.7bUK£1.5b16.4x18.4x0.4x
Thu, 18 Jul 2024UK£25.6bUK£62.8bUK£1.6b17.5x16x0.4x
Sat, 15 Jun 2024UK£25.0bUK£63.6bUK£1.7b14x15.1x0.4x
Mon, 13 May 2024UK£25.0bUK£63.5bUK£1.3b15.2x19.7x0.4x
Wed, 10 Apr 2024UK£25.6bUK£67.7bUK£1.4b14.4x18.1x0.4x
Fri, 08 Mar 2024UK£25.0bUK£67.9bUK£1.4b15.6x17.8x0.4x
Sun, 04 Feb 2024UK£27.0bUK£82.4bUK£1.6b13.9x16.8x0.3x
Tue, 02 Jan 2024UK£32.3bUK£82.7bUK£1.6b14.6x20.1x0.4x
Thu, 30 Nov 2023UK£30.7bUK£82.8bUK£1.1b12.6x28.9x0.4x
Sat, 28 Oct 2023UK£27.3bUK£83.1bUK£1.0b12.6x26.2x0.3x
Mon, 25 Sep 2023UK£30.1bUK£82.6bUK£1.1b12.7x28.5x0.4x
Wed, 23 Aug 2023UK£30.1bUK£82.6bUK£1.2b11.8x25.7x0.4x
Fri, 21 Jul 2023UK£31.7bUK£82.2bUK£993.8m11.9x31.9x0.4x
Sun, 18 Jun 2023UK£30.3bUK£82.5bUK£912.4m9.9x33.2x0.4x
Tue, 16 May 2023UK£33.0bUK£81.6bUK£1.2b11x27.3x0.4x
Thu, 13 Apr 2023UK£32.8bUK£81.2bUK£1.4b11.3x23.6x0.4x
Sat, 11 Mar 2023UK£32.2bUK£72.0bUK£1.8b11.2x18.1x0.4x
Mon, 06 Feb 2023UK£33.9bUK£72.0bUK£1.8b11.5x18.9x0.5x
Price to Earnings Ratio

18.9x


Total Market Cap: UK£33.9bTotal Earnings: UK£1.8bTotal Revenue: UK£72.0bTotal 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 16.7x 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 9.0% 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 Market0.36%
Consumer Discretionary-2.05%
Specialty Stores-0.0098%
Apparel Retail5.13%
Home Improvement Retail2.06%
Computer and Electronics Retail1.98%
Automotive Retail0.26%
Specialty Stores-1.37%
Home Furnishing Retail-2.27%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 17.9x.
    • Analysts are expecting annual earnings growth of 17.1%, 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 89% over the next 5 years.
  • This is better than its past earnings decline of 75% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 8.6% 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
KGF KingfisherUK£3.322.4%
+UK£134.0m		33.6%PE30.4x
PETS Pets at Home GroupUK£2.084.8%
+UK£42.2m		-7.6%PE12x
CURY CurrysUK£1.482.6%
+UK£39.9m		58.3%PE11.8x
ASC ASOSUK£3.285.8%
+UK£21.5m		-24.8%PS0.2x
DFS DFS FurnitureUK£1.963.2%
+UK£13.9m		46.7%PE18.7x

Latest News

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Dunelm Group plc's (LON:DNLM) Intrinsic Value Is Potentially 45% Above Its Share Price

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Frasers Group Plc's (LON:FRAS) Shares Lagging The Market But So Is The Business

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CURY
UK£1.48
Currys
7D
2.6%
1Y
58.3%
KGF
UK£3.32
Kingfisher
7D
2.4%
1Y
33.6%

Kingfisher plc (LON:KGF) Shares Could Be 23% Above Their Intrinsic Value Estimate

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PROC
UK£0.33
ProCook Group
7D
-12.0%
1Y
2.8%
DEBS
UK£0.24
boohoo group
7D
3.5%
1Y
-18.4%

DEBS: AI Rollout Will Guide Pricing Decisions As Outlook Remains Balanced

Analysts have reduced their fair value estimate for boohoo group from £0.26 to about £0.24 per share, citing slightly softer assumptions for revenue trends, profit margins, and future P/E multiples. What's in the News Debenhams Group, part of boohoo group, has rolled out a new artificial intelligence solution aimed at managing sales, stock and pricing more effectively across its brands as the Golden Quarter begins.
ASC
UK£3.28
ASOS
7D
5.8%
1Y
-24.8%

ASC: Reset Expectations As Margin Delivery Will Shape Measured Share Recovery

Narrative Update The analyst price target for ASOS has been reduced from £2.70 to £2.40, reflecting updated views from analysts who cite more cautious assumptions around fair value and profit margins, while maintaining a Neutral stance on the shares. Analyst Commentary JPMorgan has adjusted its view on ASOS by reducing the price target to £2.40 from £2.70 while keeping a Neutral rating.
SMWH
UK£6.71
WH Smith
7D
-1.8%
1Y
-47.9%

SMWH: Rebased Expectations Will Support Future Upside From Share Buybacks

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WOSG
UK£5.07
Watches of Switzerland Group
7D
-2.2%
1Y
-9.5%
JD.
UK£0.82
JD Sports Fashion
7D
-3.2%
1Y
-6.0%

JD.: Recent £100m Buyback Will Support Future Shareholder Returns

Analysts have trimmed their fair value estimate for JD Sports Fashion to £1.07 from £1.15, mainly reflecting slightly softer assumptions for revenue growth, profit margins and future P/E, along with a modestly higher discount rate. What's in the News JD Sports Fashion completed a share buyback program, repurchasing 115,071,637 shares, equal to 2.24% of the company, for £100 million between August 27, 2025 and December 17, 2025 (Key Developments).
DFS
UK£1.96
DFS Furniture
7D
3.2%
1Y
46.7%
PETS
UK£2.08
Pets at Home Group
7D
4.8%
1Y
-7.6%

PETS: Future Leadership Transition And Buybacks Will Support Higher Earnings Multiple Potential

Analysts have slightly adjusted their price targets on Pets at Home Group, citing modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E multiples. Taken together, these changes leave their view of fair value at £3.00 per share unchanged.
VTU
UK£0.63
Vertu Motors
7D
-2.5%
1Y
14.0%
HFD
UK£1.51
Halfords Group
7D
1.8%
1Y
5.9%

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

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