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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies10
  • 7D-2.4%
  • 3M14.8%
  • 1Y-1.8%
  • YTDn/a

Over the last 7 days, the Specialty Stores industry has dropped 4.1%, driven by a pullback from JD Sports Fashion of 2.9%. Meanwhile, Gear4music (Holdings) actually outperformed within the industry, gaining 8.0% in the last week. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026UK£10.3bUK£23.6bUK£992.6m10.7x10.4x0.4x
Fri, 22 May 2026UK£10.2bUK£23.6bUK£1.0b9.5x10.1x0.4x
Sun, 19 Apr 2026UK£10.0bUK£23.3bUK£1.1b9.3x9x0.4x
Tue, 17 Mar 2026UK£9.5bUK£23.3bUK£1.1b9.1x8.5x0.4x
Thu, 12 Feb 2026UK£10.4bUK£23.3bUK£1.1b10.2x9.3x0.4x
Sat, 10 Jan 2026UK£10.3bUK£23.3bUK£1.1b9.8x9.3x0.4x
Mon, 08 Dec 2025UK£10.5bUK£23.7bUK£1.1b12.3x9.2x0.4x
Wed, 05 Nov 2025UK£10.5bUK£23.5bUK£993.4m10.7x10.5x0.4x
Fri, 03 Oct 2025UK£11.7bUK£23.5bUK£993.0m11.7x11.8x0.5x
Sun, 31 Aug 2025UK£10.9bUK£22.5bUK£979.2m11.4x11.2x0.5x
Tue, 29 Jul 2025UK£11.3bUK£22.5bUK£979.2m12.5x11.5x0.5x
Thu, 26 Jun 2025UK£10.9bUK£22.8bUK£999.4m13.3x10.9x0.5x
Sat, 24 May 2025UK£11.1bUK£22.8bUK£1.0b12.8x11.1x0.5x
Mon, 21 Apr 2025UK£10.0bUK£22.1bUK£848.3m11.6x11.8x0.5x
Wed, 19 Mar 2025UK£10.8bUK£22.1bUK£908.3m11.8x11.8x0.5x
Fri, 14 Feb 2025UK£11.5bUK£22.1bUK£908.3m13.3x12.7x0.5x
Sun, 12 Jan 2025UK£11.5bUK£22.1bUK£901.6m14.6x12.7x0.5x
Tue, 10 Dec 2024UK£12.6bUK£22.1bUK£902.0m13.7x14x0.6x
Thu, 07 Nov 2024UK£14.1bUK£22.2bUK£987.6m17.1x14.2x0.6x
Sat, 05 Oct 2024UK£15.5bUK£22.2bUK£987.1m18.5x15.8x0.7x
Mon, 02 Sep 2024UK£15.4bUK£21.7bUK£1.2b16.3x13x0.7x
Wed, 31 Jul 2024UK£15.1bUK£21.7bUK£1.2b16.4x12.8x0.7x
Fri, 28 Jun 2024UK£14.6bUK£21.9bUK£1.4b17.5x10.7x0.7x
Sun, 26 May 2024UK£14.0bUK£21.8bUK£1.0b18.8x13.5x0.6x
Tue, 23 Apr 2024UK£13.6bUK£21.7bUK£1.0b17.9x12.9x0.6x
Thu, 21 Mar 2024UK£13.3bUK£21.7bUK£1.0b17.2x12.7x0.6x
Sat, 17 Feb 2024UK£13.8bUK£21.7bUK£1.0b18.5x13.2x0.6x
Mon, 15 Jan 2024UK£14.6bUK£22.0bUK£1.1b17.4x13.8x0.7x
Wed, 13 Dec 2023UK£18.2bUK£22.0bUK£1.1b17.4x17.3x0.8x
Fri, 10 Nov 2023UK£15.5bUK£21.7bUK£1.0b14.2x15x0.7x
Sun, 08 Oct 2023UK£15.9bUK£21.7bUK£1.0b15.3x15.4x0.7x
Tue, 05 Sep 2023UK£16.5bUK£21.3bUK£969.6m17.8x17x0.8x
Thu, 03 Aug 2023UK£16.9bUK£21.3bUK£965.2m22.1x17.5x0.8x
Sat, 01 Jul 2023UK£16.3bUK£20.7bUK£782.9m17.9x20.8x0.8x
Price to Earnings Ratio

20.8x


Total Market Cap: UK£16.3bTotal Earnings: UK£782.9mTotal Revenue: UK£20.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 12.6x202420252026
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 10.4x which is lower than its 3-year average PE of 12.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.58x.
Past Earnings Growth
  • The earnings for companies in the Specialty Stores industry have grown 8.2% per year over the last three years.
  • Revenues for these companies have grown 4.5% 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-1.14%
Consumer Discretionary-2.21%
Specialty Stores-2.67%
Specialty Stores-2.41%
Home Furnishing Retail-0.06%
Automotive Retail-2.54%
Apparel Retail-2.69%
Home Improvement Retail-3.20%
Computer and Electronics Retail-4.95%
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£2.242.6%
+UK£16.9m		-8.0%PE14.3x
FRAS Frasers GroupUK£7.260.4%
+UK£12.9m		7.8%PE7.2x
PETS Pets at Home GroupUK£1.791.0%
+UK£8.0m		-31.3%PE12.6x
G4M Gear4music (Holdings)UK£2.9013.7%
+UK£7.3m		36.2%PE8.3x
WOSG Watches of Switzerland GroupUK£7.080.1%
+UK£2.3m		74.2%PE23.8x

Latest News

G4M
UK£2.90
Gear4music (Holdings)
7D
13.7%
1Y
36.2%
WRKS
UK£0.73
TheWorks.co.uk
7D
1.4%
1Y
17.7%
JD.
UK£0.84
JD Sports Fashion
7D
-0.4%
1Y
7.8%
Narrative Update • Jun 22

JD.: Cautious Outlook Will Prioritise Dividend Payouts Over Upside Potential

Analysts have trimmed their average price target for JD Sports Fashion to £0.83, a reduction of £0.03, as they factor in updated assumptions on growth, margins and valuation multiples reflected in recent research. Analyst Commentary Recent research on JD Sports Fashion highlights a more cautious tone, with the reduced average price target to £0.83 reflecting reassessments of growth prospects, execution risks and how the stock is valued against those assumptions.
WOSG
UK£7.08
Watches of Switzerland Group
7D
0.1%
1Y
74.2%
Narrative Update • Jun 22

WOSG: Elevated Margin Assumptions Will Limit Future Upside Despite Higher Price Objective

Analysts have lifted their price target on Watches of Switzerland Group from £5.60 to £6.50, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E as key drivers of the revision. What’s in the News for Watches of Switzerland Group No recent material news items for Watches of Switzerland Group have been identified from the provided sources.
CARD
UK£0.64
Card Factory
7D
-0.6%
1Y
-29.0%
Narrative Update • Jun 22

CARD: Cautious Sector Outlook Will Still Support Future Upside Potential

Analysts have trimmed their price target on Card Factory to £0.80 from £1.10, reflecting a more cautious stance on the company as sector research points to weaker European retail data and softer earnings expectations into the second half of 2026. What’s in the News for Card Factory No recent company specific news for Card Factory has been cited in the available primary sources.
SMWH
UK£3.97
WH Smith
7D
-5.5%
1Y
-63.8%
Narrative Update • Jun 15

SMWH: Future Equity Issuance And Dividend Suspension Will Pressure Risk Reward Profile

Analysts have reduced their fair value estimate for WH Smith from £5.75 to £3.70. This reflects lower price targets around £370 to £390 and updated assumptions for growth, margins and P/E multiples.
FRAS
UK£7.26
Frasers Group
7D
0.4%
1Y
7.8%
PETS
UK£1.79
Pets at Home Group
7D
1.0%
1Y
-31.3%
Narrative Update • Jun 12

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

Pets at Home Group's analyst price target has shifted from £2.20 to £2.00, with analysts pointing to updated fair value assumptions, a revised discount rate, and refreshed expectations for revenue growth, profit margins, and future P/E multiples following recent coverage and rating updates. Analyst Commentary Bearish analysts have recently moved to a more cautious stance on Pets at Home Group, reflected in the cut to the published price target from £2.20 to £2.00 and the use of neutral or Hold style ratings in recent coverage.
HUD
UK£0.005
Huddled Group
7D
-4.8%
1Y
-85.7%
MOON
UK£2.24
Moonpig Group
7D
2.6%
1Y
-8.0%