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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies32
  • 7D-2.5%
  • 3M-18.6%
  • 1Y-18.4%
  • YTD-15.5%

Over the last 7 days, the Specialty Stores industry has dropped 2.5%, driven by Dunelm Group declining 9.9%. Overall the industry is down 18% in 12 months. 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
Mon, 18 Mar 2024UK£24.2bUK£67.9bUK£1.4b14.2x17.3x0.4x
Wed, 14 Feb 2024UK£24.0bUK£67.9bUK£1.4b13.6x17.1x0.4x
Fri, 12 Jan 2024UK£27.8bUK£82.7bUK£1.6b14x17.3x0.3x
Sun, 10 Dec 2023UK£31.6bUK£83.0bUK£1.1b14.7x29.2x0.4x
Tue, 07 Nov 2023UK£28.3bUK£83.1bUK£1.0b13.5x27.2x0.3x
Thu, 05 Oct 2023UK£29.7bUK£83.1bUK£1.1b11.6x28.1x0.4x
Sat, 02 Sep 2023UK£30.5bUK£82.8bUK£1.2b11.5x26.3x0.4x
Mon, 31 Jul 2023UK£32.0bUK£82.6bUK£1.2b14.2x27.4x0.4x
Wed, 28 Jun 2023UK£29.8bUK£82.7bUK£897.9m10.7x33.1x0.4x
Fri, 26 May 2023UK£30.7bUK£82.5bUK£982.6m10.5x31.2x0.4x
Sun, 23 Apr 2023UK£33.1bUK£81.4bUK£1.4b10.9x23.5x0.4x
Tue, 21 Mar 2023UK£32.5bUK£80.6bUK£1.6b10.9x20.1x0.4x
Thu, 16 Feb 2023UK£32.4bUK£72.0bUK£1.8b11.3x18x0.4x
Sat, 14 Jan 2023UK£31.0bUK£72.0bUK£1.8b10.6x17x0.4x
Mon, 12 Dec 2022UK£27.8bUK£72.1bUK£2.4b8.6x11.5x0.4x
Wed, 09 Nov 2022UK£25.8bUK£71.1bUK£2.3b7.1x11.2x0.4x
Fri, 07 Oct 2022UK£24.0bUK£69.8bUK£2.3b7.1x10.6x0.3x
Sun, 04 Sep 2022UK£26.1bUK£68.9bUK£2.5b7.8x10.6x0.4x
Tue, 02 Aug 2022UK£28.7bUK£68.8bUK£2.5b8.8x11.7x0.4x
Thu, 30 Jun 2022UK£26.3bUK£68.0bUK£2.1b8x12.8x0.4x
Sat, 28 May 2022UK£28.5bUK£66.3bUK£2.1b9x13.7x0.4x
Mon, 25 Apr 2022UK£30.2bUK£65.5bUK£2.0b10.1x15.1x0.5x
Wed, 23 Mar 2022UK£31.8bUK£65.9bUK£2.0b10x16x0.5x
Fri, 18 Feb 2022UK£34.6bUK£65.1bUK£2.0b11.3x17.4x0.5x
Sun, 16 Jan 2022UK£37.3bUK£65.1bUK£1.9b12x19.1x0.6x
Tue, 14 Dec 2021UK£38.8bUK£65.4bUK£1.9b12.2x20.3x0.6x
Thu, 11 Nov 2021UK£39.0bUK£64.4bUK£1.6b11.9x25x0.6x
Sat, 09 Oct 2021UK£36.2bUK£63.5bUK£1.5b11.6x23.9x0.6x
Mon, 06 Sep 2021UK£37.9bUK£63.2bUK£1.0b12.8x37.8x0.6x
Wed, 04 Aug 2021UK£36.6bUK£60.0bUK£825.7m13.7x44.3x0.6x
Sat, 08 May 2021UK£35.4bUK£59.2bUK£694.3m15.2x51x0.6x
Price to Earnings Ratio

41.8x


Total Market Cap: UK£31.8bTotal Earnings: UK£759.7mTotal Revenue: UK£57.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 24.3x202220232024
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 17.3x which is lower than its 3-year average PE of 24.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.47x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 5.5% 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 Market0.65%
Consumer Discretionary0.91%
Specialty Stores-2.55%
Home Improvement Retail-0.055%
Automotive Retail-0.65%
Specialty Stores-1.97%
Apparel Retail-4.42%
Computer and Electronics Retail-4.44%
Home Furnishing Retail-9.47%
Industry PE
  • Investors are most optimistic about the Computer and Electronics Retail industry which is trading above its 3-year average PE ratio of 8.9x.
    • Analysts are expecting annual earnings growth of 18.1% and investors are willing to pay a premium for that growth.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 60% over the next 5 years.
  • This is better than its past earnings growth rate of 22% per year.
  • In contrast, the Automotive Retail industry is expected to see its earnings decline by 15% 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£2.270.4%
+UK£14.9m
-17.0%PE12.7x
MOON Moonpig GroupUK£1.721.4%
+UK£8.2m
64.1%PE16.9x
SCS ScS GroupUK£2.700.7%
+UK£4.7m
22.7%PE21.5x
VTU Vertu MotorsUK£0.672.1%
+UK£4.7m
12.2%PE8.5x
PINE Pinewood Technologies GroupUK£0.380.5%
+UK£2.8m
125.0%PE11.5x
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0.7%

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