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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedSep 14, 2026
DataAggregated Company Financials
Companies26
  • 7D-5.1%
  • 3M0.2%
  • 1Y1.4%
  • YTD-2.7%

Over the last 7 days, the Specialty Stores industry has dropped 5.1%, driven by a pullback from JD Sports Fashion of 7.8%. Meanwhile, boohoo group actually outperformed within the industry, gaining 16% in the last week. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Sep 2026UK£21.4bUK£63.5bUK£1.4b13.2x14.8x0.3x
Wed, 12 Aug 2026UK£23.5bUK£63.4bUK£1.4b14x16.3x0.4x
Fri, 10 Jul 2026UK£21.2bUK£63.1bUK£1.5b13x14.1x0.3x
Sun, 07 Jun 2026UK£21.2bUK£62.7bUK£1.4b13x15.4x0.3x
Tue, 05 May 2026UK£19.3bUK£62.3bUK£1.5b11.8x13.2x0.3x
Thu, 02 Apr 2026UK£19.5bUK£62.4bUK£1.4b11x13.6x0.3x
Sat, 28 Feb 2026UK£23.4bUK£62.2bUK£1.3b14.5x17.4x0.4x
Mon, 26 Jan 2026UK£22.4bUK£62.2bUK£1.4b14.1x16.5x0.4x
Wed, 24 Dec 2025UK£22.1bUK£62.2bUK£1.4b14.9x16.3x0.4x
Fri, 21 Nov 2025UK£21.3bUK£62.2bUK£1.2b15.7x17.8x0.3x
Sun, 19 Oct 2025UK£22.7bUK£62.1bUK£1.2b17x19.1x0.4x
Tue, 16 Sep 2025UK£21.5bUK£61.0bUK£1.2b20.9x18.5x0.4x
Thu, 14 Aug 2025UK£22.6bUK£62.3bUK£907.2m23.3x24.9x0.4x
Sat, 12 Jul 2025UK£23.1bUK£62.7bUK£936.4m23.6x24.7x0.4x
Mon, 09 Jun 2025UK£23.2bUK£62.2bUK£943.4m23x24.6x0.4x
Wed, 07 May 2025UK£22.7bUK£61.5bUK£793.5m18.2x28.6x0.4x
Fri, 04 Apr 2025UK£20.0bUK£61.7bUK£809.1m18.3x24.8x0.3x
Sun, 02 Mar 2025UK£21.2bUK£61.8bUK£968.0m12.7x21.9x0.3x
Tue, 28 Jan 2025UK£21.8bUK£62.4bUK£969.6m12.5x22.4x0.3x
Thu, 26 Dec 2024UK£23.1bUK£62.4bUK£970.6m14.4x23.8x0.4x
Sat, 23 Nov 2024UK£24.5bUK£62.7bUK£1.0b16.2x23.7x0.4x
Mon, 21 Oct 2024UK£28.1bUK£63.1bUK£1.2b17.7x22.9x0.4x
Wed, 18 Sep 2024UK£29.6bUK£62.6bUK£1.5b17.1x20.4x0.5x
Fri, 16 Aug 2024UK£26.5bUK£62.7bUK£1.5b16.4x18.2x0.4x
Sun, 14 Jul 2024UK£25.9bUK£62.8bUK£1.6b17.9x16.2x0.4x
Tue, 11 Jun 2024UK£26.1bUK£63.8bUK£1.7b14.6x15.7x0.4x
Thu, 09 May 2024UK£24.6bUK£63.5bUK£1.3b15.3x19.3x0.4x
Sat, 06 Apr 2024UK£25.6bUK£67.7bUK£1.4b14.4x18.1x0.4x
Mon, 04 Mar 2024UK£25.4bUK£67.9bUK£1.4b15.6x18.1x0.4x
Wed, 31 Jan 2024UK£27.7bUK£82.4bUK£1.6b14x17.3x0.3x
Fri, 29 Dec 2023UK£32.4bUK£82.7bUK£1.6b14.8x20.2x0.4x
Sun, 26 Nov 2023UK£29.9bUK£82.7bUK£1.1b13.4x27.7x0.4x
Tue, 24 Oct 2023UK£27.7bUK£83.1bUK£1.0b11.5x26.5x0.3x
Thu, 21 Sep 2023UK£29.1bUK£82.2bUK£1.0b12.4x28.9x0.4x
Price to Earnings Ratio

28.9x


Total Market Cap: UK£29.1bTotal Earnings: UK£1.0bTotal Revenue: UK£82.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 20.2x202420252026
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 14.8x which is lower than its 3-year average PE of 20.2x.
  • 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 grown 13% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.3% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

GB Market-1.80%
Consumer Discretionary-3.05%
Specialty Stores-5.12%
Specialty Stores-3.58%
Automotive Retail-3.99%
Computer and Electronics Retail-4.30%
Home Improvement Retail-4.59%
Apparel Retail-4.86%
Home Furnishing Retail-15.39%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 13.2%, 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 69% over the next 5 years.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 3.5% 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
DEBS boohoo groupUK£0.2516.2%
+UK£55.6m		91.2%PS0.4x
FRAS Frasers GroupUK£7.990.2%
+UK£6.5m		11.7%PE10x
MOTR Motorpoint GroupUK£1.372.2%
+UK£2.4m		-18.5%PE19.3x
MTC MothercareUK£0.008520.6%
+UK£817.3k		-71.2%PS0.2x
ANG Angling DirectUK£0.551.9%
+UK£725.4k		2.8%PE19.2x

Latest News

DFS
UK£1.34
DFS Furniture
7D
-14.9%
1Y
-5.0%
CURY
UK£1.46
Currys
7D
-5.6%
1Y
8.6%
DEBS
UK£0.25
boohoo group
7D
16.2%
1Y
91.2%
Narrative Update • Sep 10

DEBS: Lease Shift And Margin Recovery Will Drive Future Upside Potential

Analysts have lifted their fair value estimate for boohoo group from £0.32 to £0.35 per share, reflecting updated views on its profit margin outlook and P/E assumptions, following recent research that included a £0.30 price target upgrade to Add from Hold. What's in the News Sezzle Inc.
DNLM
UK£7.70
Dunelm Group
7D
-13.1%
1Y
-28.2%
WRKS
UK£0.92
TheWorks
7D
0.2%
1Y
91.7%
WIX
UK£1.77
Wickes Group
7D
-8.2%
1Y
-10.3%
KGF
UK£2.88
Kingfisher
7D
-4.8%
1Y
18.3%
WOSG
UK£6.28
Watches of Switzerland Group
7D
-8.4%
1Y
73.3%
HFD
UK£2.45
Halfords Group
7D
-5.8%
1Y
77.7%
Narrative Update • Sep 03

HFD: Richer Dividend Guidance Will Likely Mask Risky Future P/E Assumptions

Analysts have revised their fair value estimate for Halfords Group from £1.73 to £2.35, citing updated assumptions on revenue growth, profit margins and future P/E levels as the main drivers of the change. What’s in the News for Halfords Group Halfords Group plc added to the FTSE 250 Index.
PROC
UK£0.49
ProCook Group
7D
0.4%
1Y
46.7%
MTC
UK£0.0085
Mothercare
7D
20.6%
1Y
-71.2%
JD.
UK£0.77
JD Sports Fashion
7D
-7.8%
1Y
-16.9%
Analysis Article • Aug 28

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

While JD Sports Fashion Plc ( LON:JD. ) might not have the largest market cap around , it saw a double-digit share...
FRAS
UK£7.99
Frasers Group
7D
0.2%
1Y
11.7%
ANG
UK£0.55
Angling Direct
7D
1.9%
1Y
2.8%
MOTR
UK£1.37
Motorpoint Group
7D
2.2%
1Y
-18.5%