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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies10
  • 7D7.0%
  • 3M-5.8%
  • 1Y-9.6%
  • YTDn/a

Over the last 7 days, the Specialty Stores industry has risen 7.0%, driven by gains from JD Sports Fashion of 12%. In the past year, the industry is down 9.6%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 09 May 2026UK£9.7bUK£23.6bUK£1.0b9.4x9.6x0.4x
Mon, 06 Apr 2026UK£9.2bUK£23.3bUK£1.1b8.7x8.3x0.4x
Wed, 04 Mar 2026UK£9.6bUK£23.3bUK£1.1b9.2x8.6x0.4x
Fri, 30 Jan 2026UK£10.4bUK£23.3bUK£1.1b10x9.4x0.4x
Sun, 28 Dec 2025UK£10.2bUK£23.3bUK£1.1b9.8x9.2x0.4x
Tue, 25 Nov 2025UK£10.0bUK£23.5bUK£996.6m11x10.1x0.4x
Thu, 23 Oct 2025UK£11.5bUK£23.5bUK£993.4m11.2x11.6x0.5x
Sat, 20 Sep 2025UK£10.6bUK£22.5bUK£979.2m10.6x10.8x0.5x
Mon, 18 Aug 2025UK£11.0bUK£22.5bUK£979.2m11.5x11.2x0.5x
Wed, 16 Jul 2025UK£10.7bUK£22.9bUK£1.0b12.4x10.6x0.5x
Fri, 13 Jun 2025UK£11.1bUK£22.8bUK£999.6m13.5x11.1x0.5x
Sun, 11 May 2025UK£11.1bUK£22.1bUK£855.3m13.1x13x0.5x
Tue, 08 Apr 2025UK£8.9bUK£22.1bUK£908.3m10.6x9.8x0.4x
Thu, 06 Mar 2025UK£10.5bUK£22.1bUK£908.3m11.6x11.6x0.5x
Sat, 01 Feb 2025UK£11.9bUK£22.1bUK£908.3m13.5x13x0.5x
Mon, 30 Dec 2024UK£11.7bUK£22.1bUK£902.0m12.3x13x0.5x
Wed, 27 Nov 2024UK£12.9bUK£22.3bUK£990.9m16.1x13x0.6x
Fri, 25 Oct 2024UK£15.0bUK£22.2bUK£987.6m17.4x15.2x0.7x
Sun, 22 Sep 2024UK£16.2bUK£21.7bUK£1.2b16.3x13.7x0.7x
Tue, 20 Aug 2024UK£14.8bUK£21.7bUK£1.2b16.3x12.5x0.7x
Thu, 18 Jul 2024UK£14.0bUK£21.9bUK£1.3b17.5x10.5x0.6x
Sat, 15 Jun 2024UK£14.1bUK£21.9bUK£1.4b14.3x10.3x0.6x
Mon, 13 May 2024UK£14.0bUK£21.8bUK£1.0b19.6x13.5x0.6x
Wed, 10 Apr 2024UK£14.2bUK£21.7bUK£1.0b18.5x13.5x0.7x
Fri, 08 Mar 2024UK£13.7bUK£21.7bUK£1.0b18x13.1x0.6x
Sun, 04 Feb 2024UK£13.5bUK£21.7bUK£1.0b17.8x12.8x0.6x
Tue, 02 Jan 2024UK£17.9bUK£22.0bUK£1.1b18x17x0.8x
Thu, 30 Nov 2023UK£17.2bUK£21.8bUK£1.0b17.5x16.7x0.8x
Sat, 28 Oct 2023UK£14.4bUK£21.7bUK£1.0b13.1x14x0.7x
Mon, 25 Sep 2023UK£16.5bUK£21.6bUK£1.0b16.4x16.1x0.8x
Wed, 23 Aug 2023UK£16.5bUK£21.3bUK£965.2m22.1x17x0.8x
Fri, 21 Jul 2023UK£17.5bUK£20.8bUK£790.7m18.7x22.2x0.8x
Sun, 18 Jun 2023UK£16.7bUK£20.7bUK£785.1m16x21.3x0.8x
Tue, 16 May 2023UK£18.8bUK£19.6bUK£980.1m16.3x19.2x1x
Price to Earnings Ratio

19.2x


Total Market Cap: UK£18.8bTotal Earnings: UK£980.1mTotal Revenue: UK£19.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 13.1x202420252026
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 9.6x which is lower than its 3-year average PE of 13.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.59x.
Past Earnings Growth
  • The earnings for companies in the Specialty Stores industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 6.3% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Comparison

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

GB Market-0.81%
Consumer Discretionary2.42%
Specialty Stores3.57%
Specialty Stores7.02%
Automotive Retail2.85%
Home Furnishing Retail1.28%
Computer and Electronics Retail0.95%
Home Improvement Retail0.18%
Apparel Retail-5.04%
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
JD. JD Sports FashionUK£0.7511.6%
+UK£375.0m		-13.3%PE8.3x
FRAS Frasers GroupUK£6.926.1%
+UK£172.2m		0.3%PE6.9x
WOSG Watches of Switzerland GroupUK£5.558.3%
+UK£99.2m		52.1%PE18.7x
MOON Moonpig GroupUK£2.226.3%
+UK£40.1m		-8.1%PE14.3x
WRKS TheWorks.co.ukUK£0.451.9%
+UK£531.3k		68.9%PE3.1x

Latest News

JD.
UK£0.75
JD Sports Fashion
7D
11.6%
1Y
-13.3%
CARD
UK£0.67
Card Factory
7D
-0.1%
1Y
-30.4%
Narrative Update • May 07

CARD: Future Returns Will Depend On Stable Margins And Cautious Revenue Expectations

Analysts have trimmed their price target on Card Factory to £0.75. This reflects slightly more cautious assumptions on revenue growth and profit margins, alongside a modest adjustment to the discount rate and future P/E expectations.
WOSG
UK£5.55
Watches of Switzerland Group
7D
8.3%
1Y
52.1%
Narrative Update • May 01

WOSG: Softer Margin Guidance In 2026 Will Restrain Share Upside

Analysts have made modest adjustments to their price targets for Watches of Switzerland Group, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E, while maintaining their view of fair value at £4.30 per share. What's in the News Watches of Switzerland Group issued financial guidance for the second half of fiscal 2026, indicating that EBIT margin % is expected to be higher in the second half than in the first half (company guidance).
PETS
UK£1.83
Pets at Home Group
7D
-0.3%
1Y
-25.9%
Narrative Update • Apr 30

PETS: Future Returns Will Reflect Neutral Stance And Execution Risks On Margins

Analysts have trimmed their fair value estimate for Pets at Home Group from £1.80 to £1.70, reflecting updated assumptions on future revenue growth, profit margins and a lower future P/E multiple following recent neutral coverage from the Street. Analyst Commentary Recent neutral coverage and the trimming of fair value estimates signal that analysts are becoming more cautious on Pets at Home Group.
SMWH
UK£5.09
WH Smith
7D
-1.5%
1Y
-47.1%
ANG
UK£0.49
Angling Direct
7D
1.0%
1Y
23.8%
G4M
UK£2.35
Gear4music (Holdings)
7D
-1.1%
1Y
69.7%
HUD
UK£0.0083
Huddled Group
7D
-8.3%
1Y
-74.2%
WRKS
UK£0.45
TheWorks.co.uk
7D
1.9%
1Y
68.9%
MOON
UK£2.22
Moonpig Group
7D
6.3%
1Y
-8.1%
FRAS
UK£6.92
Frasers Group
7D
6.1%
1Y
0.3%
Analysis Article • Feb 16

Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...