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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies10
  • 7D-1.7%
  • 3M-3.8%
  • 1Y-12.0%
  • YTDn/a

Over the last 7 days, the Specialty Stores industry has risen 3.5%, driven by gains from Frasers Group of 7.6%. In contrast, the industry has lost 11% in the last 12 months. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Dec 2025UK£10.2bUK£23.3bUK£1.1b9.8x9.2x0.4x
Fri, 21 Nov 2025UK£10.1bUK£23.5bUK£996.6m10.5x10.1x0.4x
Sun, 19 Oct 2025UK£11.0bUK£23.5bUK£993.4m10.9x11x0.5x
Tue, 16 Sep 2025UK£11.0bUK£22.5bUK£979.2m11.5x11.2x0.5x
Thu, 14 Aug 2025UK£11.1bUK£22.5bUK£979.2m11.5x11.3x0.5x
Sat, 12 Jul 2025UK£11.3bUK£22.9bUK£1.0b12.6x11.2x0.5x
Mon, 09 Jun 2025UK£11.3bUK£22.8bUK£999.6m13.3x11.3x0.5x
Wed, 07 May 2025UK£10.7bUK£22.1bUK£848.3m12.5x12.6x0.5x
Fri, 04 Apr 2025UK£9.4bUK£22.1bUK£908.3m11.1x10.4x0.4x
Sun, 02 Mar 2025UK£10.8bUK£22.1bUK£908.3m11.8x11.9x0.5x
Tue, 28 Jan 2025UK£11.1bUK£22.1bUK£908.3m12.3x12.2x0.5x
Thu, 26 Dec 2024UK£11.9bUK£22.1bUK£902.0m12.4x13.2x0.5x
Sat, 23 Nov 2024UK£12.5bUK£22.3bUK£990.9m16.2x12.6x0.6x
Mon, 21 Oct 2024UK£15.4bUK£22.2bUK£987.6m17.6x15.5x0.7x
Wed, 18 Sep 2024UK£16.8bUK£21.7bUK£1.2b16.3x14.1x0.8x
Fri, 16 Aug 2024UK£14.6bUK£21.7bUK£1.2b16.3x12.3x0.7x
Sun, 14 Jul 2024UK£14.2bUK£21.9bUK£1.3b17.9x10.7x0.6x
Tue, 11 Jun 2024UK£14.6bUK£21.9bUK£1.4b14.8x10.7x0.7x
Thu, 09 May 2024UK£13.6bUK£21.8bUK£1.0b19.5x13.2x0.6x
Sat, 06 Apr 2024UK£14.2bUK£21.7bUK£1.0b18.3x13.5x0.7x
Mon, 04 Mar 2024UK£14.0bUK£21.7bUK£1.0b18x13.4x0.6x
Wed, 31 Jan 2024UK£14.0bUK£21.7bUK£1.0b18.3x13.3x0.6x
Fri, 29 Dec 2023UK£18.0bUK£22.0bUK£1.1b18.2x17.1x0.8x
Sun, 26 Nov 2023UK£16.4bUK£21.8bUK£1.0b13.4x15.7x0.8x
Tue, 24 Oct 2023UK£14.8bUK£21.7bUK£1.0b14.3x14.3x0.7x
Thu, 21 Sep 2023UK£15.7bUK£21.3bUK£969.6m16.1x16.2x0.7x
Sat, 19 Aug 2023UK£16.8bUK£21.3bUK£965.2m22.1x17.5x0.8x
Mon, 17 Jul 2023UK£16.9bUK£20.8bUK£790.7m17.9x21.4x0.8x
Wed, 14 Jun 2023UK£16.8bUK£20.7bUK£785.1m16.3x21.4x0.8x
Fri, 12 May 2023UK£18.5bUK£19.6bUK£980.1m16.6x18.9x0.9x
Sun, 09 Apr 2023UK£17.9bUK£19.4bUK£940.7m15.8x19x0.9x
Tue, 07 Mar 2023UK£19.2bUK£19.4bUK£940.7m16.9x20.4x1x
Thu, 02 Feb 2023UK£18.6bUK£19.4bUK£940.7m17.7x19.7x1x
Sat, 31 Dec 2022UK£15.4bUK£19.4bUK£948.6m13.5x16.2x0.8x
Price to Earnings Ratio

16.2x


Total Market Cap: UK£15.4bTotal Earnings: UK£948.6mTotal Revenue: UK£19.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 14.3x202320242025
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 14.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
  • The earnings for companies in the Specialty Stores industry have grown 5.3% 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 Market2.11%
Consumer Discretionary1.03%
Specialty Stores-0.41%
Specialty Stores-1.66%
Apparel Retail1.77%
Computer and Electronics Retail1.11%
Home Improvement Retail0.68%
Home Furnishing Retail0.41%
Automotive Retail0.21%
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
MOON Moonpig GroupUK£2.064.1%
+UK£26.3m		-4.0%PE14x

Latest News

PETS
UK£2.00
Pets at Home Group
7D
-2.8%
1Y
-5.4%
SMWH
UK£6.32
WH Smith
7D
-4.9%
1Y
-47.4%

Market Cool On WH Smith PLC's (LON:SMWH) Revenues

Dec 23
Market Cool On WH Smith PLC's (LON:SMWH) Revenues
JD.
UK£0.83
JD Sports Fashion
7D
-0.3%
1Y
-12.7%

JD Sports Fashion (LON:JD.) Takes On Some Risk With Its Use Of Debt

Dec 21
JD Sports Fashion (LON:JD.) Takes On Some Risk With Its Use Of Debt
FRAS
UK£6.69
Frasers Group
7D
-1.8%
1Y
8.7%
WOSG
UK£4.81
Watches of Switzerland Group
7D
-2.6%
1Y
-15.2%

WOSG: Future US Acquisitions And Jewelry Partnerships Will Shape Outlook

Analysts have nudged their price target for Watches of Switzerland Group modestly higher, from roughly £4.75 to about £5.10. They cite slightly stronger margin expectations that more than offset a small tempering of long term growth assumptions and valuation multiples.
CARD
UK£0.69
Card Factory
7D
-1.3%
1Y
-28.5%

CARD: Share Buyback And Dividend Policy Will Support Future Upside Potential

Analysts have trimmed their price target on Card Factory from £2.15 to £1.85, citing a higher required discount rate and slightly lower margin expectations, despite upgraded revenue growth forecasts. What's in the News The board has authorized a share buyback plan for Card Factory plc, signaling confidence in the company’s valuation (Key Developments).
MOON
UK£2.06
Moonpig Group
7D
4.1%
1Y
-4.0%
G4M
UK£2.92
Gear4music (Holdings)
7D
-4.3%
1Y
74.3%
WRKS
UK£0.34
TheWorks.co.uk
7D
-3.7%
1Y
64.7%