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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedSep 26, 2025
DataAggregated Company Financials
Companies26
  • 7D3.3%
  • 3M-4.0%
  • 1Y-21.4%
  • YTD1.5%

The Specialty Stores industry is up 2.6% in the last week, with Kingfisher up 18%. However, the industry is down 20% over the past year. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Sep 2025UK£22.2bUK£62.1bUK£1.2b15.5x18.6x0.4x
Sun, 24 Aug 2025UK£22.6bUK£62.3bUK£907.2m26.1x24.9x0.4x
Tue, 22 Jul 2025UK£23.0bUK£62.3bUK£912.1m23.6x25.2x0.4x
Thu, 19 Jun 2025UK£22.7bUK£62.4bUK£934.6m24.4x24.3x0.4x
Sat, 17 May 2025UK£24.4bUK£61.5bUK£798.7m21.7x30.5x0.4x
Mon, 14 Apr 2025UK£20.0bUK£61.7bUK£809.1m16.6x24.8x0.3x
Wed, 12 Mar 2025UK£21.1bUK£61.8bUK£968.0m13.3x21.8x0.3x
Fri, 07 Feb 2025UK£22.5bUK£62.4bUK£969.6m13.8x23.2x0.4x
Sun, 05 Jan 2025UK£22.7bUK£62.4bUK£965.9m14.1x23.5x0.4x
Tue, 03 Dec 2024UK£24.1bUK£62.7bUK£1.0b15.3x23.3x0.4x
Thu, 31 Oct 2024UK£27.1bUK£63.1bUK£1.2b17.5x22.1x0.4x
Sat, 28 Sep 2024UK£29.6bUK£62.5bUK£1.4b18.8x20.8x0.5x
Mon, 26 Aug 2024UK£28.2bUK£62.7bUK£1.5b16.8x19.3x0.5x
Wed, 24 Jul 2024UK£26.4bUK£62.7bUK£1.5b17.5x18.1x0.4x
Fri, 21 Jun 2024UK£25.7bUK£63.6bUK£1.7b14.9x15.5x0.4x
Sun, 19 May 2024UK£25.3bUK£63.8bUK£1.3b15.1x19.9x0.4x
Tue, 16 Apr 2024UK£25.3bUK£67.7bUK£1.4b14.5x17.9x0.4x
Thu, 14 Mar 2024UK£24.7bUK£67.9bUK£1.4b15.3x17.7x0.4x
Sat, 10 Feb 2024UK£23.8bUK£67.9bUK£1.4b13.7x16.9x0.4x
Mon, 08 Jan 2024UK£28.8bUK£82.7bUK£1.6b14.1x17.9x0.3x
Wed, 06 Dec 2023UK£31.2bUK£82.9bUK£1.1b12.7x29.5x0.4x
Fri, 03 Nov 2023UK£28.0bUK£83.1bUK£1.0b13.4x26.9x0.3x
Sun, 01 Oct 2023UK£29.9bUK£82.8bUK£1.1b12.6x28.1x0.4x
Tue, 29 Aug 2023UK£29.6bUK£82.8bUK£1.2b11.5x25.5x0.4x
Thu, 27 Jul 2023UK£31.6bUK£82.2bUK£993.8m11.9x31.8x0.4x
Sat, 24 Jun 2023UK£29.6bUK£82.7bUK£897.9m10.6x32.9x0.4x
Mon, 22 May 2023UK£31.6bUK£82.5bUK£984.1m10.9x32.1x0.4x
Wed, 19 Apr 2023UK£33.2bUK£81.2bUK£1.4b11.4x23.9x0.4x
Fri, 17 Mar 2023UK£30.7bUK£72.0bUK£1.8b10.4x17.3x0.4x
Sun, 12 Feb 2023UK£32.3bUK£72.0bUK£1.8b11.1x18x0.4x
Tue, 10 Jan 2023UK£29.2bUK£71.9bUK£1.8b10.1x16.1x0.4x
Thu, 08 Dec 2022UK£28.7bUK£71.7bUK£2.3b10x12.2x0.4x
Sat, 05 Nov 2022UK£25.5bUK£71.1bUK£2.3b7x11x0.4x
Mon, 03 Oct 2022UK£23.5bUK£69.7bUK£2.3b6.6x10.3x0.3x
Price to Earnings Ratio

10.3x


Total Market Cap: UK£23.5bTotal Earnings: UK£2.3bTotal Revenue: UK£69.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 22.2x202320242025
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 19.2x which is lower than its 3-year average PE of 22.2x.
  • 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 20% per year over the last three years,
  • Revenues have also declined 4.3% 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-0.056%
Consumer Discretionary0.032%
Specialty Stores3.29%
Home Improvement Retail15.54%
Apparel Retail2.74%
Home Furnishing Retail2.06%
Computer and Electronics Retail0.076%
Automotive Retail-0.18%
Specialty Stores-1.43%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 15.9x.
    • Analysts are expecting annual earnings growth of 18.5%, which is higher than its past year's earnings decline of 43.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 70% 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 12% 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£2.9317.6%
+UK£760.4m		-9.9%PE27.5x
PETS Pets at Home GroupUK£2.014.4%
+UK£37.6m		-34.3%PE10.2x
WIX Wickes GroupUK£2.176.9%
+UK£32.8m		25.6%PE23.1x
DFS DFS FurnitureUK£1.538.5%
+UK£27.7m		26.4%PE14.6x
DNLM Dunelm GroupUK£10.821.1%
+UK£24.2m		-7.4%PE13.9x

Latest News

DFS
UK£1.53
DFS Furniture
7D
8.5%
1Y
26.4%
JD.
UK£0.89
JD Sports Fashion
7D
-3.7%
1Y
-42.5%
KGF
UK£2.93
Kingfisher
7D
17.6%
1Y
-9.9%
MRK
UK£0.52
Marks Electrical Group
7D
-14.0%
1Y
-13.3%
MOTR
UK£1.59
Motorpoint Group
7D
-5.1%
1Y
6.4%
SMWH
UK£6.74
WH Smith
7D
-1.0%
1Y
-54.5%

Travel Retail Focus Will Strengthen North American Presence

The consensus analyst price target for WH Smith has been reduced from £9.62 to £8.72, driven by material overstatement of trading profits, heightened concerns over profit transparency, and a widespread shift in analyst outlooks toward caution and risk mitigation. Analyst Commentary Material overstatement of trading profits has created uncertainty regarding the true profitability of the company's growth initiatives.
PETS
UK£2.01
Pets at Home Group
7D
4.4%
1Y
-34.3%
DEBS
UK£0.13
boohoo group
7D
-3.6%
1Y
-55.4%
CURY
UK£1.36
Currys
7D
0.9%
1Y
58.3%
VIC
UK£0.68
Victorian Plumbing Group
7D
5.6%
1Y
-34.9%

Victorian Plumbing Group plc's (LON:VIC) Intrinsic Value Is Potentially 86% Above Its Share Price

Sep 19
Victorian Plumbing Group plc's (LON:VIC) Intrinsic Value Is Potentially 86% Above Its Share Price
AO.
UK£0.97
AO World
7D
-2.0%
1Y
-10.3%
WIX
UK£2.17
Wickes Group
7D
6.9%
1Y
25.6%

Wickes Group's (LON:WIX) Dividend Will Be £0.036

Sep 13
Wickes Group's (LON:WIX) Dividend Will Be £0.036
DNLM
UK£10.82
Dunelm Group
7D
1.1%
1Y
-7.4%
FRAS
UK£7.13
Frasers Group
7D
-0.4%
1Y
-15.8%

There May Be Some Bright Spots In Frasers Group's (LON:FRAS) Earnings

Sep 05
There May Be Some Bright Spots In Frasers Group's (LON:FRAS) Earnings
MOON
UK£2.19
Moonpig Group
7D
2.3%
1Y
1.9%
CARD
UK£1.08
Card Factory
7D
-0.4%
1Y
3.0%