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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies10
  • 7D0.3%
  • 3M0.8%
  • 1Y-6.2%
  • YTDn/a

The Specialty Stores industry has been flat over the last week, but Watches of Switzerland Group has lost 6.3%. Unfortunately though, the industry is down 7.8% over the past 12 months. Earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026UK£10.4bUK£23.3bUK£1.1b10.2x9.4x0.4x
Mon, 05 Jan 2026UK£10.3bUK£23.3bUK£1.1b9.8x9.3x0.4x
Wed, 03 Dec 2025UK£10.5bUK£23.5bUK£985.2m12.5x10.7x0.4x
Fri, 31 Oct 2025UK£11.3bUK£23.5bUK£993.4m11.5x11.4x0.5x
Sun, 28 Sep 2025UK£10.7bUK£23.4bUK£998.2m10.9x10.8x0.5x
Tue, 26 Aug 2025UK£11.0bUK£22.5bUK£979.2m12x11.2x0.5x
Thu, 24 Jul 2025UK£11.2bUK£22.5bUK£979.2m12.4x11.5x0.5x
Sat, 21 Jun 2025UK£10.7bUK£22.8bUK£999.6m13.4x10.7x0.5x
Mon, 19 May 2025UK£11.7bUK£22.2bUK£855.1m14x13.7x0.5x
Wed, 16 Apr 2025UK£10.1bUK£22.1bUK£908.3m11.6x11.1x0.5x
Fri, 14 Mar 2025UK£10.1bUK£22.1bUK£908.3m11.5x11.2x0.5x
Sun, 09 Feb 2025UK£11.4bUK£22.1bUK£908.3m12.5x12.5x0.5x
Tue, 07 Jan 2025UK£11.9bUK£22.1bUK£901.6m14.8x13.2x0.5x
Thu, 05 Dec 2024UK£12.8bUK£22.3bUK£1.0b13.7x12.8x0.6x
Sat, 02 Nov 2024UK£14.2bUK£22.2bUK£987.6m17.1x14.4x0.6x
Mon, 30 Sep 2024UK£16.8bUK£21.7bUK£1.2b17.9x14.2x0.8x
Wed, 28 Aug 2024UK£15.7bUK£21.7bUK£1.2b16.6x13.2x0.7x
Fri, 26 Jul 2024UK£14.4bUK£21.7bUK£1.2b17.3x12.1x0.7x
Sun, 23 Jun 2024UK£14.5bUK£21.9bUK£1.4b14.8x10.6x0.7x
Tue, 21 May 2024UK£14.3bUK£21.8bUK£1.0b19.7x13.8x0.7x
Thu, 18 Apr 2024UK£13.7bUK£21.7bUK£1.0b17.9x13x0.6x
Sat, 16 Mar 2024UK£13.4bUK£21.7bUK£1.0b17.3x12.7x0.6x
Mon, 12 Feb 2024UK£13.1bUK£21.7bUK£1.0b18.2x12.4x0.6x
Wed, 10 Jan 2024UK£14.8bUK£22.0bUK£1.1b17.4x14x0.7x
Fri, 08 Dec 2023UK£17.7bUK£21.8bUK£1.0b17.3x17.2x0.8x
Sun, 05 Nov 2023UK£15.1bUK£21.7bUK£1.0b14.1x14.6x0.7x
Tue, 03 Oct 2023UK£16.3bUK£21.7bUK£1.0b15.6x15.8x0.8x
Thu, 31 Aug 2023UK£16.4bUK£21.3bUK£965.2m19.5x17x0.8x
Sat, 29 Jul 2023UK£17.6bUK£21.2bUK£938.9m22.1x18.8x0.8x
Mon, 26 Jun 2023UK£16.1bUK£20.7bUK£782.9m17.3x20.5x0.8x
Wed, 24 May 2023UK£17.3bUK£20.7bUK£796.6m15.3x21.7x0.8x
Fri, 21 Apr 2023UK£18.1bUK£19.6bUK£961.7m15.9x18.8x0.9x
Sun, 19 Mar 2023UK£17.3bUK£19.4bUK£940.7m15.3x18.4x0.9x
Tue, 14 Feb 2023UK£19.2bUK£19.4bUK£940.7m16.8x20.4x1x
Price to Earnings Ratio

20.4x


Total Market Cap: UK£19.2bTotal Earnings: UK£940.7mTotal Revenue: UK£19.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 14x202420252026
Current Industry PE
  • Investors are pessimistic on the British Specialty Stores 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 9.3x which is lower than its 3-year average PE of 14.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.64x.
Past Earnings Growth
  • The earnings for companies in the Specialty Stores industry have grown 5.6% per year over the last three years.
  • Revenues for these companies have grown 6.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.K. Specialty Stores compare with similar industries?

GB Market1.12%
Consumer Discretionary-0.79%
Specialty Stores0.58%
Specialty Stores0.32%
Home Improvement Retail2.78%
Home Furnishing Retail0.46%
Automotive Retail0.21%
Computer and Electronics Retail-2.30%
Apparel Retail-11.83%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FRAS Frasers GroupUK£7.112.2%
+UK£64.1m		13.0%PE7.1x
PETS Pets at Home GroupUK£2.165.4%
+UK£48.3m		-3.3%PE12.5x
SMWH WH SmithUK£6.841.3%
+UK£11.2m		-46.0%PS0.5x
CARD Card FactoryUK£0.703.5%
+UK£8.3m		-24.8%PE5.7x
WRKS TheWorks.co.ukUK£0.326.3%
+UK£1.2m		45.0%PE2.2x

Latest News

FRAS
UK£7.11
Frasers Group
7D
2.2%
1Y
13.0%
HUD
UK£0.018
Huddled Group
7D
-14.3%
1Y
-26.5%
JD.
UK£0.81
JD Sports Fashion
7D
-0.6%
1Y
-1.2%

JD.: Recent £100m Buyback Will Support Future Earnings Multiple

Analysts have trimmed their price targets on JD Sports Fashion, with Citi and Deutsche Bank each cutting their views by £0.01 and £0.10 respectively. They now see slightly higher fair value and P/E assumptions, while modestly adjusting their views on growth, margins and discount rates.
WOSG
UK£4.86
Watches of Switzerland Group
7D
-6.3%
1Y
-15.0%
PETS
UK£2.16
Pets at Home Group
7D
5.4%
1Y
-3.3%

PETS: Leadership Transition And Buybacks Will Support Higher Future Earnings Multiple

Analysts have nudged their price target on Pets at Home Group slightly higher to reflect modest adjustments in the discount rate, revenue growth assumptions, profit margins and expected future P/E. This has led to a small uplift in the estimated equity value for shareholders.
SMWH
UK£6.84
WH Smith
7D
1.3%
1Y
-46.0%
CARD
UK£0.70
Card Factory
7D
3.5%
1Y
-24.8%

CARD: Share Buybacks Will Drive Future Upside Potential

Analysts have trimmed their price target on Card Factory to £1.70, with the change linked to updated assumptions on discount rate, revenue growth, profit margin and future P/E that now sit slightly differently compared with prior estimates. What's in the News The Board of Directors of Card Factory plc approved a share buyback plan on October 30, 2025, indicating an intention to return capital through repurchases over time (Key Developments).
WRKS
UK£0.32
TheWorks.co.uk
7D
6.3%
1Y
45.0%
MOON
UK£2.07
Moonpig Group
7D
-3.7%
1Y
-4.6%
G4M
UK£2.90
Gear4music (Holdings)
7D
-1.7%
1Y
90.2%
ANG
UK£0.54
Angling Direct
7D
0.9%
1Y
30.5%