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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedNov 29, 2022
DataAggregated Company Financials
Companies31
  • 7D1.0%
  • 3M10.3%
  • 1Y-25.0%
  • YTD-27.7%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Frasers Group gained 5.5%. As for the longer term, the industry has declined 25% in the last year. Earnings are forecast to grow by 8.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022UK£28.7bUK£71.7bUK£2.3b9x12.2x0.4x
Fri, 28 Oct 2022UK£24.5bUK£69.9bUK£2.3b6.6x10.8x0.4x
Sun, 25 Sep 2022UK£25.3bUK£69.6bUK£2.3b7.7x11.2x0.4x
Tue, 23 Aug 2022UK£26.9bUK£68.8bUK£2.5b8.1x11x0.4x
Thu, 21 Jul 2022UK£28.4bUK£68.2bUK£2.1b8x13.3x0.4x
Sat, 18 Jun 2022UK£25.5bUK£66.9bUK£2.1b8x12.1x0.4x
Mon, 16 May 2022UK£28.6bUK£66.4bUK£2.1b9.2x13.7x0.4x
Wed, 13 Apr 2022UK£30.5bUK£65.4bUK£2.0b10x15.2x0.5x
Fri, 11 Mar 2022UK£30.1bUK£66.0bUK£2.0b9.8x15.1x0.5x
Sun, 06 Feb 2022UK£35.6bUK£65.0bUK£2.0b11.3x18.1x0.5x
Tue, 04 Jan 2022UK£39.4bUK£65.2bUK£1.9b12x20.4x0.6x
Thu, 02 Dec 2021UK£38.1bUK£64.7bUK£1.8b11.3x20.8x0.6x
Sat, 30 Oct 2021UK£37.3bUK£64.3bUK£1.6b9.9x24x0.6x
Mon, 27 Sep 2021UK£38.7bUK£63.6bUK£1.5b11.7x26.5x0.6x
Wed, 25 Aug 2021UK£37.9bUK£60.0bUK£825.7m13.9x45.8x0.6x
Thu, 01 Jul 2021UK£36.0bUK£60.0bUK£825.7m16x43.6x0.6x
Sun, 04 Apr 2021UK£31.8bUK£57.9bUK£759.7m15.1x41.8x0.5x
Wed, 06 Jan 2021UK£28.8bUK£56.8bUK£504.0m20.1x57.2x0.5x
Sat, 10 Oct 2020UK£26.5bUK£57.3bUK£112.3m16.7x236.2x0.5x
Fri, 03 Jul 2020UK£21.6bUK£58.7bUK£121.9m16.4x177.3x0.4x
Mon, 06 Apr 2020UK£15.7bUK£61.0bUK£456.0m12.8x34.5x0.3x
Thu, 09 Jan 2020UK£28.6bUK£62.2bUK£742.8m16.2x38.6x0.5x
Price to Earnings Ratio

35.9x


Total Market Cap: UK£25.7bTotal Earnings: UK£715.2mTotal Revenue: UK£62.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 66.9x202020212022
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 12.2x which is lower than its 3-year average PE of 66.1x.
  • 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 49% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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 Market1.10%
Consumer Discretionary1.20%
Specialty Stores1.00%
Home Furnishing Retail2.64%
Specialty Stores2.11%
Automotive Retail-0.99%
Computer and Electronics Retail-1.04%
Home Improvement Retail-1.14%
Apparel Retail-5.12%
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 13.8%, which is higher than its past year's earnings decline of 21.5% per year.
  • Investors are most pessimistic about the Apparel Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 17% over the next 5 years.
  • In contrast, the Apparel Retail industry is expected to see its earnings decline 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
FRAS Frasers GroupUK£8.995.5%
+UK£216.2m
32.2%PE16.6x
JD. JD Sports FashionUK£1.240.9%
+UK£59.3m
-44.2%PE19.7x
DNLM Dunelm GroupUK£10.031.9%
+UK£37.2m
-25.4%PE11.8x
DFS DFS FurnitureUK£1.556.6%
+UK£24.7m
-36.8%PE8.3x
SMWH WH SmithUK£14.050.5%
+UK£9.8m
5.9%PE39x
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Latest News

SDRY

UK£1.06

Superdry

7D

-15.3%

1Y

-57.8%

SMWH

UK£14.05

WH Smith

7D

0.5%

1Y

5.9%

FRAS

UK£8.99

Frasers Group

7D

5.5%

1Y

32.2%

MOTR

UK£1.50

Motorpoint Group

7D

-4.5%

1Y

-55.2%

HFD

UK£1.96

Halfords Group

7D

-8.3%

1Y

-36.1%

DFS

UK£1.55

DFS Furniture

7D

6.6%

1Y

-36.8%

CARD

UK£0.74

Card Factory

7D

1.4%

1Y

51.6%

WIX

UK£1.41

Wickes Group

7D

-2.3%

1Y

-33.9%

VTU

UK£0.47

Vertu Motors

7D

4.3%

1Y

-22.5%

LOOK

UK£0.79

Lookers

7D

3.2%

1Y

34.6%

JD.

UK£1.24

JD Sports Fashion

7D

0.9%

1Y

-44.2%

CURY

UK£0.81

Currys

7D

-5.5%

1Y

-38.2%