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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies26
  • 7D-3.3%
  • 3M-14.0%
  • 1Y-10.1%
  • YTD-12.3%

Over the last 7 days, the Specialty Stores industry has dropped 3.3%, driven by a pullback from JD Sports Fashion of 6.6%. Meanwhile, Victorian Plumbing Group actually outperformed within the industry, gaining 14% in the last week. However, the industry is down 10% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026UK£19.3bUK£62.3bUK£1.5b12x13x0.3x
Sun, 29 Mar 2026UK£18.8bUK£62.4bUK£1.4b11.3x13.1x0.3x
Tue, 24 Feb 2026UK£23.1bUK£62.2bUK£1.3b14.6x17.2x0.4x
Thu, 22 Jan 2026UK£22.1bUK£62.2bUK£1.4b14.9x16.3x0.4x
Sat, 20 Dec 2025UK£22.3bUK£62.6bUK£1.4b15.2x16x0.4x
Mon, 17 Nov 2025UK£21.9bUK£62.2bUK£1.2b19.6x18.4x0.4x
Wed, 15 Oct 2025UK£22.8bUK£62.1bUK£1.2b16.7x19.1x0.4x
Fri, 12 Sep 2025UK£21.5bUK£61.0bUK£1.2b20.8x18.6x0.4x
Sun, 10 Aug 2025UK£22.5bUK£62.3bUK£907.2m23.3x24.8x0.4x
Tue, 08 Jul 2025UK£23.0bUK£62.7bUK£936.4m24.1x24.5x0.4x
Thu, 05 Jun 2025UK£23.5bUK£62.2bUK£943.4m23x24.9x0.4x
Sat, 03 May 2025UK£22.4bUK£61.5bUK£793.5m18.1x28.2x0.4x
Mon, 31 Mar 2025UK£20.7bUK£61.7bUK£809.1m17.2x25.6x0.3x
Wed, 26 Feb 2025UK£21.6bUK£61.8bUK£968.0m12.9x22.3x0.3x
Fri, 24 Jan 2025UK£21.7bUK£62.4bUK£952.0m12.9x22.8x0.3x
Sun, 22 Dec 2024UK£23.1bUK£62.4bUK£970.6m14.2x23.8x0.4x
Tue, 19 Nov 2024UK£25.4bUK£62.7bUK£1.0b17x24.6x0.4x
Thu, 17 Oct 2024UK£28.2bUK£63.1bUK£1.2b18x22.9x0.4x
Sat, 14 Sep 2024UK£28.2bUK£62.7bUK£1.5b16.5x19.4x0.5x
Mon, 12 Aug 2024UK£26.0bUK£62.7bUK£1.5b16.3x17.8x0.4x
Wed, 10 Jul 2024UK£24.8bUK£62.8bUK£1.6b17x15.5x0.4x
Fri, 07 Jun 2024UK£26.5bUK£63.8bUK£1.6b14.8x16.5x0.4x
Sun, 05 May 2024UK£24.3bUK£63.6bUK£1.3b15.6x18.3x0.4x
Tue, 02 Apr 2024UK£26.3bUK£67.7bUK£1.4b14.6x18.6x0.4x
Thu, 29 Feb 2024UK£25.3bUK£67.9bUK£1.4b15.5x18x0.4x
Sat, 27 Jan 2024UK£27.7bUK£82.4bUK£1.6b14.3x17.3x0.3x
Mon, 25 Dec 2023UK£32.3bUK£82.7bUK£1.6b14.9x20.1x0.4x
Wed, 22 Nov 2023UK£30.0bUK£83.0bUK£1.1b13.8x28.2x0.4x
Fri, 20 Oct 2023UK£27.8bUK£83.1bUK£1.0b11.4x26.5x0.3x
Sun, 17 Sep 2023UK£29.9bUK£82.2bUK£1.1b12.2x26.2x0.4x
Tue, 15 Aug 2023UK£31.0bUK£82.6bUK£1.2b12.4x26.6x0.4x
Thu, 13 Jul 2023UK£30.4bUK£82.0bUK£985.7m12.3x30.8x0.4x
Sat, 10 Jun 2023UK£30.3bUK£82.6bUK£921.7m10.5x32.9x0.4x
Mon, 08 May 2023UK£32.8bUK£81.4bUK£1.4b10.9x23x0.4x
Price to Earnings Ratio

23x


Total Market Cap: UK£32.8bTotal Earnings: UK£1.4bTotal Revenue: UK£81.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 21.9x202420252026
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 13.0x which is lower than its 3-year average PE of 21.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.37x.
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 8.5% 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-0.88%
Consumer Discretionary-3.66%
Specialty Stores-3.28%
Automotive Retail4.31%
Home Improvement Retail-1.42%
Computer and Electronics Retail-3.92%
Specialty Stores-4.14%
Home Furnishing Retail-5.32%
Apparel Retail-9.50%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 19.1x.
    • Analysts are expecting annual earnings growth of 13.7%, which is lower than the prior year's growth of 111.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 63% 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 7.2% 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
HFD Halfords GroupUK£1.4911.0%
+UK£32.2m		-5.7%PS0.2x
VIC Victorian Plumbing GroupUK£0.814.9%
+UK£12.4m		-16.8%PE20.6x
CARD Card FactoryUK£0.674.5%
+UK£10.0m		-32.2%PE7.5x
WOSG Watches of Switzerland GroupUK£5.130.8%
+UK£9.3m		46.7%PE17.3x
VTU Vertu MotorsUK£0.651.6%
+UK£3.1m		6.9%PE12.1x

Latest News

CARD
UK£0.67
Card Factory
7D
4.5%
1Y
-32.2%
HFD
UK£1.49
Halfords Group
7D
11.0%
1Y
-5.7%
ASC
UK£2.29
ASOS
7D
-11.9%
1Y
-22.0%

ASOS Plc (LON:ASC) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Apr 26
ASOS Plc (LON:ASC) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year
SMWH
UK£5.16
WH Smith
7D
-8.8%
1Y
-43.5%
WIX
UK£1.97
Wickes Group
7D
-5.1%
1Y
1.8%

WIX: Future Upside Will Depend On Executing FY26 Profit-Before-Tax Delivery

Analysts have trimmed their price target for Wickes Group by £0.01, reflecting slightly higher assumed risk via a raised discount rate and a marginally lower revenue growth outlook, which is partially offset by small improvements in projected profit margin and future P/E multiples. Analyst Commentary Recent research on Wickes Group reflects a mix of optimism on execution and earnings quality, alongside fresh caution on risk and valuation.
JD.
UK£0.67
JD Sports Fashion
7D
-3.8%
1Y
-15.9%
DNLM
UK£7.56
Dunelm Group
7D
-4.5%
1Y
-32.1%
CURY
UK£1.26
Currys
7D
-1.4%
1Y
9.9%
KGF
UK£2.89
Kingfisher
7D
-1.3%
1Y
0.4%

KGF: Future Returns Will Balance AI Execution With Share Buyback Delivery

Kingfisher's analyst price target has been adjusted to £3.20. This reflects small tweaks to fair value, discount rate and profit expectations as analysts balance mixed recent target changes from Jefferies, Deutsche Bank and Barclays.
WOSG
UK£5.13
Watches of Switzerland Group
7D
0.8%
1Y
46.7%

WOSG: Updated Guidance And Margins Will Support Balanced Future Expectations

Analysts have nudged their price target for Watches of Switzerland Group slightly higher to £5.41 from £5.39, tying this small shift to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that remain broadly in line with prior views. What's in the News Watches of Switzerland Group issued financial guidance for the second half of fiscal 2026, indicating that EBIT margin % is expected to be higher in the second half than in the first half of the year (Corporate Guidance).
MTC
UK£0.012
Mothercare
7D
12.6%
1Y
-48.0%
WRKS
UK£0.44
TheWorks.co.uk
7D
2.4%
1Y
77.7%
MOON
UK£2.09
Moonpig Group
7D
0.3%
1Y
-11.1%
VTU
UK£0.65
Vertu Motors
7D
1.6%
1Y
6.9%
VIC
UK£0.81
Victorian Plumbing Group
7D
4.9%
1Y
-16.8%
FRAS
UK£6.52
Frasers Group
7D
-1.1%
1Y
-2.8%

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

Feb 16
Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down