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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedAug 11, 2025
DataAggregated Company Financials
Companies27
  • 7D1.7%
  • 3M-3.2%
  • 1Y-11.3%
  • YTD0.8%

Over the last 7 days, the Specialty Stores industry has risen 1.7%, driven by gains in Kingfisher and JD Sports Fashion of 3.8% and 4.0%, respectively. In the past year, the industry is down 11%. 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
Mon, 11 Aug 2025UK£22.5bUK£62.3bUK£907.2m23.3x24.8x0.4x
Wed, 09 Jul 2025UK£22.9bUK£62.7bUK£936.4m24.1x24.5x0.4x
Fri, 06 Jun 2025UK£23.4bUK£62.2bUK£943.4m23x24.8x0.4x
Sun, 04 May 2025UK£22.3bUK£61.5bUK£793.5m18.1x28.2x0.4x
Tue, 01 Apr 2025UK£20.1bUK£61.7bUK£809.1m17x24.9x0.3x
Thu, 27 Feb 2025UK£21.7bUK£61.8bUK£968.0m13.1x22.4x0.4x
Sat, 25 Jan 2025UK£21.8bUK£62.4bUK£962.9m12.8x22.6x0.3x
Mon, 23 Dec 2024UK£23.1bUK£62.4bUK£970.6m14.2x23.8x0.4x
Wed, 20 Nov 2024UK£25.5bUK£62.7bUK£1.0b16.9x24.6x0.4x
Fri, 18 Oct 2024UK£28.4bUK£63.1bUK£1.2b18.1x23.1x0.5x
Sun, 15 Sep 2024UK£28.2bUK£62.7bUK£1.5b16.5x19.4x0.4x
Tue, 13 Aug 2024UK£25.7bUK£62.7bUK£1.5b16.3x17.7x0.4x
Thu, 11 Jul 2024UK£25.0bUK£62.8bUK£1.6b17.2x15.7x0.4x
Sat, 08 Jun 2024UK£26.1bUK£63.8bUK£1.7b14.6x15.7x0.4x
Mon, 06 May 2024UK£24.3bUK£63.6bUK£1.3b15.6x18.3x0.4x
Wed, 03 Apr 2024UK£25.9bUK£67.7bUK£1.4b14.4x18.4x0.4x
Fri, 01 Mar 2024UK£25.3bUK£67.9bUK£1.4b15.5x18x0.4x
Sun, 28 Jan 2024UK£27.7bUK£82.4bUK£1.6b14.3x17.3x0.3x
Tue, 26 Dec 2023UK£32.3bUK£82.7bUK£1.6b14.9x20.1x0.4x
Thu, 23 Nov 2023UK£30.1bUK£83.0bUK£1.1b13.9x28.2x0.4x
Sat, 21 Oct 2023UK£27.5bUK£83.1bUK£1.0b11.3x26.2x0.3x
Mon, 18 Sep 2023UK£29.9bUK£82.2bUK£1.1b12.2x26.2x0.4x
Wed, 16 Aug 2023UK£31.2bUK£82.6bUK£1.2b12.2x26.7x0.4x
Fri, 14 Jul 2023UK£30.5bUK£82.0bUK£986.0m12.3x31x0.4x
Sun, 11 Jun 2023UK£30.3bUK£82.6bUK£921.7m10.5x32.9x0.4x
Tue, 09 May 2023UK£32.8bUK£81.4bUK£1.4b10.9x23x0.4x
Thu, 06 Apr 2023UK£32.3bUK£81.0bUK£1.4b11x23.2x0.4x
Sat, 04 Mar 2023UK£32.9bUK£72.0bUK£1.8b11.2x18.6x0.5x
Mon, 30 Jan 2023UK£31.3bUK£72.0bUK£1.8b11.1x17.5x0.4x
Wed, 28 Dec 2022UK£26.7bUK£71.9bUK£1.8b9.7x14.7x0.4x
Fri, 25 Nov 2022UK£29.1bUK£71.5bUK£2.4b8.2x12.4x0.4x
Sun, 23 Oct 2022UK£23.0bUK£69.9bUK£2.3b6.5x10.1x0.3x
Tue, 20 Sep 2022UK£26.9bUK£69.1bUK£2.5b7.8x10.9x0.4x
Thu, 18 Aug 2022UK£28.5bUK£68.8bUK£2.5b8.7x11.6x0.4x
Price to Earnings Ratio

11.6x


Total Market Cap: UK£28.5bTotal Earnings: UK£2.5bTotal Revenue: UK£68.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 21.8x202320242025
Current Industry PE
  • Investors are optimistic on the British Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 24.8x which is higher than its 3-year average PE of 21.8x.
  • 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 28% per year over the last three years,
  • Revenues have also declined 3.3% 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 Market3.24%
Consumer Discretionary-1.57%
Specialty Stores1.73%
Specialty Stores2.32%
Home Improvement Retail2.24%
Apparel Retail1.34%
Computer and Electronics Retail0.55%
Home Furnishing Retail-0.16%
Automotive Retail-0.51%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 15.0x.
    • Analysts are expecting annual earnings growth of 20.7%, 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 76% 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 13% 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£2.763.8%
+UK£175.4m		1.8%PE25.9x
JD. JD Sports FashionUK£0.884.0%
+UK£172.1m		-27.1%PE9.1x
SMWH WH SmithUK£10.803.5%
+UK£46.1m		-11.1%PE192.2x
ASC ASOSUK£3.224.9%
+UK£17.9m		-9.7%PS0.1x
CURY CurrysUK£1.141.1%
+UK£12.9m		46.3%PE11.3x

Latest News

CARD
UK£1.02
Card Factory
7D
-1.0%
1Y
-15.7%
SMWH
UK£10.80
WH Smith
7D
3.5%
1Y
-11.1%
CURY
UK£1.14
Currys
7D
1.1%
1Y
46.3%
WRKS
UK£0.50
TheWorks.co.uk
7D
-15.4%
1Y
119.9%
WIX
UK£2.20
Wickes Group
7D
0.9%
1Y
42.3%
PETS
UK£2.24
Pets at Home Group
7D
-0.4%
1Y
-22.6%
ASC
UK£3.22
ASOS
7D
4.9%
1Y
-9.7%
HFD
UK£1.39
Halfords Group
7D
-2.8%
1Y
0.4%
KGF
UK£2.76
Kingfisher
7D
3.8%
1Y
1.8%

Return Trends At Kingfisher (LON:KGF) Aren't Appealing

Jul 26
Return Trends At Kingfisher (LON:KGF) Aren't Appealing
FRAS
UK£6.69
Frasers Group
7D
0.3%
1Y
-20.2%
JD.
UK£0.88
JD Sports Fashion
7D
4.0%
1Y
-27.1%

Market Might Still Lack Some Conviction On JD Sports Fashion Plc (LON:JD.) Even After 25% Share Price Boost

Jul 24
Market Might Still Lack Some Conviction On JD Sports Fashion Plc (LON:JD.) Even After 25% Share Price Boost
VIC
UK£0.69
Victorian Plumbing Group
7D
-2.3%
1Y
-23.6%
DFS
UK£1.55
DFS Furniture
7D
-3.1%
1Y
26.4%
DNLM
UK£12.02
Dunelm Group
7D
-0.8%
1Y
2.0%
AO.
UK£0.89
AO World
7D
-1.3%
1Y
-20.3%
TPT
UK£0.38
Topps Tiles
7D
4.7%
1Y
-13.5%

An Intrinsic Calculation For Topps Tiles Plc (LON:TPT) Suggests It's 46% Undervalued

Jul 05
An Intrinsic Calculation For Topps Tiles Plc (LON:TPT) Suggests It's 46% Undervalued