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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedMar 24, 2026
DataAggregated Company Financials
Companies10
  • 7D-3.5%
  • 3M-11.0%
  • 1Y-11.4%
  • YTDn/a

Over the last 7 days, the Specialty Stores industry has dropped 3.5%, driven by a pullback from Frasers Group of 5.5%. Overall the industry is down 11% in 12 months. Looking forward, earnings are forecast to grow by 9.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 24 Mar 2026UK£9.0bUK£23.3bUK£1.1b8.5x8.1x0.4x
Thu, 19 Feb 2026UK£10.3bUK£23.3bUK£1.1b10.2x9.3x0.4x
Sat, 17 Jan 2026UK£10.2bUK£23.3bUK£1.1b9.8x9.2x0.4x
Mon, 15 Dec 2025UK£10.0bUK£23.7bUK£1.1b11.8x8.7x0.4x
Wed, 12 Nov 2025UK£10.7bUK£23.5bUK£993.4m10.8x10.8x0.5x
Fri, 10 Oct 2025UK£11.1bUK£23.5bUK£993.4m10.8x11.2x0.5x
Sun, 07 Sep 2025UK£11.0bUK£22.5bUK£979.2m11.7x11.2x0.5x
Tue, 05 Aug 2025UK£10.8bUK£22.5bUK£979.2m11.5x11x0.5x
Thu, 03 Jul 2025UK£11.5bUK£22.8bUK£995.6m12.9x11.5x0.5x
Sat, 31 May 2025UK£11.5bUK£22.8bUK£999.6m13.7x11.5x0.5x
Mon, 28 Apr 2025UK£10.3bUK£22.1bUK£848.3m11.7x12.1x0.5x
Wed, 26 Mar 2025UK£10.5bUK£22.1bUK£908.3m11.6x11.5x0.5x
Fri, 21 Feb 2025UK£11.1bUK£22.1bUK£908.3m12.3x12.2x0.5x
Sun, 19 Jan 2025UK£11.1bUK£22.1bUK£901.6m12.9x12.3x0.5x
Tue, 17 Dec 2024UK£12.2bUK£22.1bUK£902.0m12.9x13.5x0.5x
Thu, 14 Nov 2024UK£13.6bUK£22.2bUK£987.6m16.9x13.7x0.6x
Sat, 12 Oct 2024UK£15.1bUK£22.2bUK£987.6m17.9x15.3x0.7x
Mon, 09 Sep 2024UK£14.9bUK£21.7bUK£1.2b16.3x12.6x0.7x
Wed, 07 Aug 2024UK£14.4bUK£21.7bUK£1.2b16.3x12.1x0.7x
Fri, 05 Jul 2024UK£13.9bUK£21.9bUK£1.3b17.2x10.5x0.6x
Sun, 02 Jun 2024UK£14.7bUK£21.8bUK£1.0b20.3x14.3x0.7x
Tue, 30 Apr 2024UK£13.7bUK£21.8bUK£1.0b19.7x13.2x0.6x
Thu, 28 Mar 2024UK£13.6bUK£21.7bUK£1.0b17.9x13x0.6x
Sat, 24 Feb 2024UK£14.1bUK£21.7bUK£1.0b18.9x13.4x0.6x
Mon, 22 Jan 2024UK£13.5bUK£21.7bUK£1.0b18.3x12.9x0.6x
Wed, 20 Dec 2023UK£18.3bUK£22.0bUK£1.1b17.5x17.4x0.8x
Fri, 17 Nov 2023UK£16.3bUK£21.8bUK£1.0b14.4x15.6x0.7x
Sun, 15 Oct 2023UK£14.9bUK£21.7bUK£1.0b14.6x14.5x0.7x
Tue, 12 Sep 2023UK£16.1bUK£21.3bUK£969.6m16.3x16.6x0.8x
Thu, 10 Aug 2023UK£16.7bUK£21.3bUK£965.2m22x17.3x0.8x
Sat, 08 Jul 2023UK£15.8bUK£20.7bUK£782.9m17.1x20.2x0.8x
Mon, 05 Jun 2023UK£17.3bUK£20.7bUK£796.4m15.3x21.7x0.8x
Wed, 03 May 2023UK£18.2bUK£19.6bUK£960.7m16.9x18.9x0.9x
Fri, 31 Mar 2023UK£18.5bUK£19.4bUK£940.7m16.2x19.7x1x
Price to Earnings Ratio

19.7x


Total Market Cap: UK£18.5bTotal 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 13.5x202420252026
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 8.1x which is lower than its 3-year average PE of 13.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.62x.
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 Market-4.09%
Consumer Discretionary-4.77%
Specialty Stores-4.86%
Specialty Stores-3.50%
Automotive Retail-3.77%
Home Improvement Retail-5.08%
Apparel Retail-6.21%
Computer and Electronics Retail-7.56%
Home Furnishing Retail-7.74%
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
WRKS TheWorks.co.ukUK£0.4418.5%
+UK£4.3m		123.0%PE3x
MOON Moonpig GroupUK£2.130.7%
+UK£3.5m		4.4%PE13.8x

Latest News

SMWH
UK£5.56
WH Smith
7D
-1.3%
1Y
-48.4%

SMWH: Future Execution Risks And Shareholder Actions Will Shape Fairly Valued Outlook

WH Smith's updated valuation reflects a trim in the analyst price target to about £5.75 from £6.00, as analysts factor in a slightly higher discount rate, more conservative revenue growth and profit margin assumptions, and a marginally higher future P/E, consistent with recent target reductions from Berenberg, Canaccord and Deutsche Bank. Analyst Commentary Recent research updates show a cautious tone around WH Smith, with several price targets adjusted to lower levels while existing ratings are largely unchanged.
WRKS
UK£0.44
TheWorks.co.uk
7D
18.5%
1Y
123.0%
JD.
UK£0.67
JD Sports Fashion
7D
-5.2%
1Y
-8.7%

JD.: Share Buyback And Premium P/E Assumption Will Support Future Upside

Narrative Update on JD Sports Fashion The analyst price target for JD Sports Fashion has been reduced to £1.08. Recent cuts of £0.01 and £0.10 from Citi and Deutsche Bank are reflected in a slightly higher discount rate, a small adjustment to forecast revenue growth, a marginally lower profit margin, and a modestly higher future P/E assumption, according to analysts.
MOON
UK£2.13
Moonpig Group
7D
0.7%
1Y
4.4%
PETS
UK£1.81
Pets at Home Group
7D
-5.5%
1Y
-23.0%

PETS: Future Returns Will Hinge On Leadership Transition And Margin Discipline

Analysts have adjusted their price target on Pets at Home Group to £1.80. This reflects updated assumptions for revenue growth, profit margins, discount rate and future P/E that are broadly consistent with prior estimates.
WOSG
UK£4.56
Watches of Switzerland Group
7D
-0.8%
1Y
1.6%

WOSG: Raised Sales Guidance And Margin Outlook Will Support Bullish View

Analysts have modestly adjusted their price target on Watches of Switzerland Group, reflecting updated assumptions on discount rate, long term revenue growth, profit margins and future P/E. These changes leave the underlying fair value estimate broadly unchanged at about £5.39 per share.
CARD
UK£0.62
Card Factory
7D
-4.0%
1Y
-25.7%

CARD: Refined Discount And P/E Assumptions Will Support Future Upside Potential

Analysts have trimmed their price target for Card Factory by £0.02 to reflect slightly lower assumed discount rates and a minor adjustment to long term P/E expectations, while keeping fair value estimates and core growth and margin assumptions broadly unchanged. Valuation Changes Fair Value: £1.70 per share is unchanged, with analysts maintaining their central estimate.
ANG
UK£0.49
Angling Direct
7D
-4.9%
1Y
30.3%
FRAS
UK£6.32
Frasers Group
7D
-5.7%
1Y
-1.8%

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

Feb 16
Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down
G4M
UK£2.56
Gear4music (Holdings)
7D
-8.9%
1Y
89.6%