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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJul 31, 2026
DataAggregated Company Financials
Companies26
  • 7D6.2%
  • 3M21.4%
  • 1Y7.2%
  • YTD6.7%

The Specialty Stores industry is up 6.2% in the last week, with JD Sports Fashion up 8.8%. This means that the industry has gained 7.2% over the past year. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 31 Jul 2026UK£23.5bUK£63.4bUK£1.4b14.2x16.3x0.4x
Sun, 28 Jun 2026UK£21.6bUK£62.8bUK£1.5b12.9x14.6x0.3x
Tue, 26 May 2026UK£20.8bUK£62.7bUK£1.4b12.1x15x0.3x
Thu, 23 Apr 2026UK£20.3bUK£62.4bUK£1.4b12.4x14.2x0.3x
Sat, 21 Mar 2026UK£19.3bUK£62.3bUK£1.4b11.9x14.1x0.3x
Mon, 16 Feb 2026UK£22.9bUK£62.3bUK£1.3b14.2x17x0.4x
Wed, 14 Jan 2026UK£22.3bUK£62.2bUK£1.4b15.4x16.5x0.4x
Fri, 12 Dec 2025UK£22.0bUK£62.3bUK£1.4b15.7x16.1x0.4x
Sun, 09 Nov 2025UK£22.1bUK£62.1bUK£1.2b17.7x18.6x0.4x
Tue, 07 Oct 2025UK£23.5bUK£62.1bUK£1.2b16.2x19.7x0.4x
Thu, 04 Sep 2025UK£21.3bUK£61.0bUK£1.2b23.3x18.5x0.3x
Sat, 02 Aug 2025UK£22.2bUK£62.3bUK£907.2m23.3x24.4x0.4x
Mon, 30 Jun 2025UK£23.6bUK£62.4bUK£871.6m24.9x27.1x0.4x
Wed, 28 May 2025UK£23.7bUK£62.2bUK£946.7m23x25.1x0.4x
Fri, 25 Apr 2025UK£21.6bUK£61.7bUK£749.1m18x28.8x0.3x
Sun, 23 Mar 2025UK£21.3bUK£61.8bUK£966.6m15.7x22.1x0.3x
Tue, 18 Feb 2025UK£22.5bUK£61.8bUK£968.0m13.4x23.2x0.4x
Thu, 16 Jan 2025UK£22.2bUK£62.4bUK£958.9m13.9x23.2x0.4x
Sat, 14 Dec 2024UK£23.9bUK£62.4bUK£970.6m15x24.7x0.4x
Mon, 11 Nov 2024UK£25.9bUK£62.8bUK£1.1b17.4x22.8x0.4x
Wed, 09 Oct 2024UK£27.7bUK£63.0bUK£1.2b18x22.5x0.4x
Fri, 06 Sep 2024UK£27.2bUK£62.7bUK£1.5b16.9x18.7x0.4x
Sun, 04 Aug 2024UK£26.1bUK£62.7bUK£1.5b16.3x17.9x0.4x
Tue, 02 Jul 2024UK£25.3bUK£62.8bUK£1.6b17.5x15.8x0.4x
Thu, 30 May 2024UK£25.5bUK£63.8bUK£1.3b14.9x20.1x0.4x
Sat, 27 Apr 2024UK£24.6bUK£63.6bUK£1.3b15.3x18.4x0.4x
Mon, 25 Mar 2024UK£24.3bUK£67.9bUK£1.4b14.4x17.3x0.4x
Wed, 21 Feb 2024UK£25.1bUK£67.9bUK£1.4b15.7x17.9x0.4x
Fri, 19 Jan 2024UK£26.7bUK£82.4bUK£1.6b13.7x16.7x0.3x
Sun, 17 Dec 2023UK£32.6bUK£82.7bUK£1.6b15.1x20.3x0.4x
Tue, 14 Nov 2023UK£29.1bUK£83.0bUK£1.1b13.9x27.3x0.4x
Thu, 12 Oct 2023UK£28.8bUK£83.1bUK£1.1b11.7x27.2x0.3x
Sat, 09 Sep 2023UK£29.6bUK£82.2bUK£1.2b11.5x25.6x0.4x
Mon, 07 Aug 2023UK£31.3bUK£82.6bUK£1.2b13.1x26.8x0.4x
Price to Earnings Ratio

26.8x


Total Market Cap: UK£31.3bTotal Earnings: UK£1.2bTotal Revenue: UK£82.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 20.6x202420252026
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 16.3x which is lower than its 3-year average PE of 20.6x.
  • 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 7.3% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.4% 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 Market2.36%
Consumer Discretionary4.96%
Specialty Stores6.15%
Specialty Stores8.12%
Apparel Retail6.52%
Automotive Retail5.47%
Computer and Electronics Retail4.27%
Home Improvement Retail4.08%
Home Furnishing Retail3.79%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 19.7x.
    • Analysts are expecting annual earnings growth of 13.3%, 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 2.8% 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£0.938.8%
+UK£362.6m		9.2%PE10.3x
FRAS Frasers GroupUK£8.117.8%
+UK£252.2m		17.8%PE10.2x
KGF KingfisherUK£3.104.4%
+UK£178.6m		14.5%PE20.8x
WOSG Watches of Switzerland GroupUK£7.446.4%
+UK£105.0m		112.2%PE17.6x
PETS Pets at Home GroupUK£2.1410.1%
+UK£86.5m		-6.6%PE15x

Latest News

PETS
UK£2.14
Pets at Home Group
7D
10.1%
1Y
-6.6%
WRKS
UK£0.76
TheWorks.co.uk
7D
-6.1%
1Y
30.6%
TPT
UK£0.35
Topps Tiles
7D
-0.3%
1Y
-3.0%
Narrative Update • Jul 24

TPT: Higher Discount Rate Will Still Support Attractive Future Upside

Topps Tiles has seen its analyst price target adjusted lower to reflect updated assumptions on fair value, a slightly higher discount rate, more modest revenue growth expectations, a small reduction in projected profit margins, and a lower future P/E multiple, according to analysts. What’s in the News for Topps Tiles Analysts have revised their fair value assumptions for Topps Tiles, contributing to a lower price target and reflecting updated views on revenue, profit margins, and valuation metrics.
WOSG
UK£7.44
Watches of Switzerland Group
7D
6.4%
1Y
112.2%
DNLM
UK£8.90
Dunelm Group
7D
3.8%
1Y
-26.8%
Narrative Update • Jul 23

DNLM: Reassuring Q4 Trading Update Will Support Earnings Resilience

The analyst price target for Dunelm Group has been trimmed by £0.93 to reflect a slightly lower fair value estimate of £13.32. Analysts are factoring in softer revenue growth assumptions, a modestly lower profit margin outlook and a marginally higher future P/E expectation, while recent Street research has shifted towards more cautious but still generally constructive views on the stock.
JD.
UK£0.93
JD Sports Fashion
7D
8.8%
1Y
9.2%
DEBS
UK£0.23
boohoo group
7D
-2.1%
1Y
32.0%
Narrative Update • Jul 21

DEBS: Sublease Of US Distribution Centre Will Cut Future Cash Outflows

Analysts have revised their fair value estimate for boohoo group to £0.60 per share from £0.53, reflecting updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News for boohoo group Boohoo group completed the sublease of its 1.1 million sq.
FRAS
UK£8.11
Frasers Group
7D
7.8%
1Y
17.8%
MOON
UK£2.79
Moonpig Group
7D
7.2%
1Y
30.3%
CURY
UK£1.68
Currys
7D
3.5%
1Y
49.0%
KGF
UK£3.10
Kingfisher
7D
4.4%
1Y
14.5%
Narrative Update • Jul 07

KGF: Execution And Leadership Uncertainty Will Pressure Future Share Returns

Kingfisher's analyst price target has been trimmed by £0.10. This reflects modestly lower fair value assumptions and revenue growth expectations, partly balanced by slightly firmer profit margin and P/E inputs cited by recent analysts.
HUD
UK£0.0032
Huddled Group
7D
-13.3%
1Y
-90.3%
ANG
UK£0.47
Angling Direct
7D
-5.1%
1Y
3.3%
SHOE
UK£0.61
Shoe Zone
7D
-1.6%
1Y
-34.1%
VIC
UK£0.75
Victorian Plumbing Group
7D
-0.9%
1Y
0.8%
Analysis Article • May 26

Shareholders Can Be Confident That Victorian Plumbing Group's (LON:VIC) Earnings Are High Quality

Even though Victorian Plumbing Group plc's ( LON:VIC ) recent earnings release was robust, the market didn't seem to...