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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedDec 01, 2023
DataAggregated Company Financials
Companies40
  • 7D2.5%
  • 3M0.8%
  • 1Y2.0%
  • YTD5.3%

Over the last 7 days, the Specialty Stores industry has risen 2.5%, driven by gains from JD Sports Fashion of 6.2%. In the same time, Halfords Group was down 19%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 Dec 2023UK£30.5bUK£82.8bUK£1.1b12.9x28.8x0.4x
Sun, 29 Oct 2023UK£27.3bUK£83.1bUK£1.0b12.6x26.2x0.3x
Tue, 26 Sep 2023UK£29.7bUK£82.6bUK£1.1b12.6x28.2x0.4x
Thu, 24 Aug 2023UK£29.7bUK£82.8bUK£1.2b11.8x25.6x0.4x
Sat, 22 Jul 2023UK£31.5bUK£82.2bUK£993.8m11.8x31.7x0.4x
Mon, 19 Jun 2023UK£30.3bUK£82.5bUK£912.4m9.9x33.2x0.4x
Wed, 17 May 2023UK£32.4bUK£81.5bUK£1.2b10.9x27.8x0.4x
Fri, 14 Apr 2023UK£32.7bUK£81.2bUK£1.4b11.4x23.6x0.4x
Sun, 12 Mar 2023UK£32.2bUK£72.0bUK£1.8b11.2x18.1x0.4x
Tue, 07 Feb 2023UK£33.3bUK£72.0bUK£1.8b11.3x18.6x0.5x
Thu, 05 Jan 2023UK£28.5bUK£71.9bUK£1.8b10x15.7x0.4x
Sat, 03 Dec 2022UK£29.2bUK£71.7bUK£2.3b10.1x12.5x0.4x
Mon, 31 Oct 2022UK£23.9bUK£69.9bUK£2.3b6.5x10.5x0.3x
Wed, 28 Sep 2022UK£24.2bUK£69.6bUK£2.3b7.6x10.7x0.3x
Fri, 26 Aug 2022UK£26.1bUK£68.9bUK£2.5b8x10.6x0.4x
Sun, 24 Jul 2022UK£29.7bUK£68.1bUK£2.1b8x13.9x0.4x
Tue, 21 Jun 2022UK£25.7bUK£66.9bUK£2.1b7.8x12.2x0.4x
Thu, 19 May 2022UK£27.9bUK£66.3bUK£2.1b9.5x13.4x0.4x
Sat, 16 Apr 2022UK£30.8bUK£65.4bUK£2.0b10.1x15.3x0.5x
Mon, 14 Mar 2022UK£30.2bUK£66.0bUK£2.0b9.9x15.1x0.5x
Wed, 09 Feb 2022UK£35.2bUK£65.0bUK£2.0b11.1x17.9x0.5x
Fri, 07 Jan 2022UK£39.8bUK£65.2bUK£1.9b12.8x20.6x0.6x
Sun, 05 Dec 2021UK£38.6bUK£64.7bUK£1.8b12.2x20.9x0.6x
Tue, 02 Nov 2021UK£83.1bUK£64.3bUK£1.6b10.1x53.4x1.3x
Thu, 30 Sep 2021UK£38.0bUK£63.7bUK£1.5b11.6x25.7x0.6x
Sat, 28 Aug 2021UK£37.7bUK£60.0bUK£825.7m13.6x45.7x0.6x
Sun, 04 Jul 2021UK£36.0bUK£60.0bUK£825.7m16x43.6x0.6x
Wed, 07 Apr 2021UK£31.8bUK£57.9bUK£759.7m15.1x41.8x0.5x
Sat, 09 Jan 2021UK£28.8bUK£56.8bUK£504.0m20.1x57.2x0.5x
Price to Earnings Ratio

71x


Total Market Cap: UK£27.5bTotal Earnings: UK£387.7mTotal Revenue: UK£57.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 26.8x202120222023
Current Industry PE
  • Investors are relatively neutral on the British Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 26.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.48x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 40% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

GB Market-0.55%
Consumer Discretionary-1.45%
Specialty Stores2.48%
Specialty Stores4.69%
Home Improvement Retail2.53%
Home Furnishing Retail-0.049%
Apparel Retail-1.29%
Automotive Retail-2.63%
Computer and Electronics Retail-8.85%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 16.0%, which is higher than its past year's earnings decline of 9.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 114% over the next 5 years.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 8.5% 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
JD. JD Sports FashionUK£1.608.2%
+UK£629.8m		24.5%PE42x
FRAS Frasers GroupUK£9.003.6%
+UK£137.2m		1.3%PE8x
WOSG Watches of Switzerland GroupUK£6.609.4%
+UK£135.4m		-35.2%PE13x
PETS Pets at Home GroupUK£3.1410.0%
+UK£134.6m		15.8%PE17.9x
KGF KingfisherUK£2.252.6%
+UK£117.2m		-9.9%PE12.6x
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UK£6.60

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CURY

UK£0.45

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7D

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UK£1.60

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7D

8.2%

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UK£1.00

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7D

-4.0%

1Y

29.2%