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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies26
  • 7D3.2%
  • 3M7.1%
  • 1Y-0.03%
  • YTD-0.4%

JD Sports Fashion is up 4.7%, leading the way for the Specialty Stores industry, which has gained 3.2%. In the same time, WH Smith was down 14%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026UK£21.8bUK£62.7bUK£1.4b13.3x15.9x0.3x
Wed, 13 May 2026UK£19.2bUK£62.6bUK£1.4b11.8x13.8x0.3x
Fri, 10 Apr 2026UK£20.3bUK£62.4bUK£1.4b11.6x14.2x0.3x
Sun, 08 Mar 2026UK£21.5bUK£62.2bUK£1.3b13.6x16x0.3x
Tue, 03 Feb 2026UK£23.1bUK£62.2bUK£1.4b13.8x17.1x0.4x
Thu, 01 Jan 2026UK£22.2bUK£62.2bUK£1.4b15.3x16.4x0.4x
Sat, 29 Nov 2025UK£22.4bUK£62.1bUK£1.2b15.2x18.9x0.4x
Mon, 27 Oct 2025UK£23.9bUK£62.1bUK£1.2b17x20.1x0.4x
Wed, 24 Sep 2025UK£22.2bUK£61.1bUK£1.2b22.9x19.2x0.4x
Fri, 22 Aug 2025UK£22.3bUK£62.3bUK£907.2m24.6x24.6x0.4x
Sun, 20 Jul 2025UK£23.0bUK£62.3bUK£912.1m23.6x25.2x0.4x
Tue, 17 Jun 2025UK£22.8bUK£62.3bUK£951.3m24.1x24x0.4x
Thu, 15 May 2025UK£24.0bUK£61.5bUK£800.3m21.2x30x0.4x
Sat, 12 Apr 2025UK£20.0bUK£61.7bUK£809.1m16.6x24.8x0.3x
Mon, 10 Mar 2025UK£21.2bUK£61.8bUK£968.0m13.2x22x0.3x
Wed, 05 Feb 2025UK£22.3bUK£62.4bUK£969.6m13.7x23x0.4x
Fri, 03 Jan 2025UK£22.9bUK£62.4bUK£965.9m14.2x23.7x0.4x
Sun, 01 Dec 2024UK£23.9bUK£62.7bUK£1.0b15.3x23.1x0.4x
Tue, 29 Oct 2024UK£27.7bUK£63.1bUK£1.2b17.7x22.5x0.4x
Thu, 26 Sep 2024UK£29.0bUK£62.5bUK£1.4b17.3x20.3x0.5x
Sat, 24 Aug 2024UK£28.2bUK£62.7bUK£1.5b16.8x19.3x0.5x
Mon, 22 Jul 2024UK£26.2bUK£62.7bUK£1.5b17.8x18x0.4x
Wed, 19 Jun 2024UK£25.1bUK£63.6bUK£1.7b14.5x15.1x0.4x
Fri, 17 May 2024UK£25.5bUK£63.8bUK£1.3b14.9x20.1x0.4x
Sun, 14 Apr 2024UK£25.3bUK£67.7bUK£1.4b14.5x17.9x0.4x
Tue, 12 Mar 2024UK£24.8bUK£67.9bUK£1.4b15.6x17.7x0.4x
Thu, 08 Feb 2024UK£24.0bUK£67.9bUK£1.4b13.8x17.1x0.4x
Sat, 06 Jan 2024UK£28.8bUK£82.7bUK£1.6b14.1x17.9x0.3x
Mon, 04 Dec 2023UK£31.0bUK£82.9bUK£1.1b13x29.3x0.4x
Wed, 01 Nov 2023UK£27.6bUK£83.1bUK£1.0b12.8x26.5x0.3x
Fri, 29 Sep 2023UK£29.4bUK£82.8bUK£1.1b12.4x27.6x0.4x
Sun, 27 Aug 2023UK£29.6bUK£82.8bUK£1.2b11.5x25.5x0.4x
Tue, 25 Jul 2023UK£31.4bUK£82.2bUK£993.8m11.8x31.6x0.4x
Thu, 22 Jun 2023UK£30.2bUK£82.7bUK£897.9m10.8x33.6x0.4x
Price to Earnings Ratio

33.6x


Total Market Cap: UK£30.2bTotal Earnings: UK£897.9mTotal Revenue: UK£82.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 21.3x202420252026
Current Industry PE
  • Investors are pessimistic on the British Specialty Retail 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 15.9x which is lower than its 3-year average PE of 21.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 15% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.8% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market0.98%
Consumer Discretionary2.88%
Specialty Stores3.21%
Home Furnishing Retail5.81%
Automotive Retail5.19%
Home Improvement Retail3.09%
Specialty Stores3.07%
Computer and Electronics Retail2.14%
Apparel Retail-1.75%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 19.4x.
    • Analysts are expecting annual earnings growth of 13.8%, which is lower than the prior year's growth of 111.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 77% over the next 5 years.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 6.4% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
JD. JD Sports FashionUK£0.884.7%
+UK£191.4m		16.3%PE9.7x
FRAS Frasers GroupUK£7.925.8%
+UK£187.3m		14.3%PE7.9x
KGF KingfisherUK£2.883.2%
+UK£149.3m		4.7%PE19.7x
DNLM Dunelm GroupUK£8.045.7%
+UK£86.6m		-31.8%PE10.8x
CURY CurrysUK£1.542.3%
+UK£35.3m		24.4%PE12.1x

Latest News

FRAS
UK£7.92
Frasers Group
7D
5.8%
1Y
14.3%
SMWH
UK£4.29
WH Smith
7D
-14.1%
1Y
-60.8%
PETS
UK£1.89
Pets at Home Group
7D
3.6%
1Y
-29.3%
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.
DNLM
UK£8.04
Dunelm Group
7D
5.7%
1Y
-31.8%
Narrative Update • Jun 10

DNLM: Softer Consumer Data Is Expected To Support Future Re Rating

Narrative Update: Dunelm Group Analyst Price Target Shift The analyst price target for Dunelm Group has been reduced, reflecting a slightly lower fair value estimate of £11.04 from £11.31, as analysts factor in softer UK consumer confidence and slower recent retail spending, along with modest adjustments to revenue growth, profit margin assumptions, and future P/E expectations. Analyst Commentary Recent research on Dunelm Group highlights a mix of cautious and constructive views as analysts reassess valuation in light of softer UK consumer confidence and slower retail spending data.
ASC
UK£2.84
ASOS
7D
-0.9%
1Y
-9.4%
Narrative Update • Jun 10

ASC: Higher 2026 Profit Focus And P/E Will Drive Rerating

ASOS's updated analyst price target now reflects a shift toward slightly higher fair value and future P/E assumptions, supported by recent price target increases to £2.85 at JPMorgan and £4.00 at Deutsche Bank as analysts factor in modest adjustments to revenue growth and profit margin expectations. Analyst Commentary Recent research on ASOS has focused on incremental shifts in fair value estimates, with price targets moving to £2.85 at JPMorgan and £4.00 at Deutsche Bank.
HUD
UK£0.0055
Huddled Group
7D
-15.4%
1Y
-83.3%
JD.
UK£0.88
JD Sports Fashion
7D
4.7%
1Y
16.3%
Narrative Update • Jun 07

JD.: More Conservative P/E Assumptions Will Still Support Future Upside

Narrative update on JD Sports Fashion Analysts have trimmed their fair value estimate and lowered the implied price target for JD Sports Fashion by £0.05 to £0.83. They attribute this change to more cautious assumptions on revenue growth, profit margins and future P/E multiples, following recent target cuts from several firms.
DEBS
UK£0.24
boohoo group
7D
6.5%
1Y
10.1%
Narrative Update • Jun 07

DEBS: AI Commerce Partnership Will Drive Future Upside Potential

Analysts have adjusted their fair value price target for boohoo group to £0.29, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. This Narrative Update explains what has changed in that framework.
CURY
UK£1.54
Currys
7D
2.3%
1Y
24.4%
Narrative Update • Jun 04

CURY: Revised Fair Value And Leadership Transition Will Support Future Share Upside

Analysts have trimmed the fair value estimate for Currys to £2.10 from £2.15, reflecting lower revenue growth and profit margin assumptions, along with a higher future P/E and recent cuts to Street price targets to £205 and £150. Analyst Commentary Recent Street commentary on Currys highlights a mix of caution and selective optimism, with some bullish analysts still seeing upside potential relative to current trading levels.
KGF
UK£2.88
Kingfisher
7D
3.2%
1Y
4.7%
Narrative Update • Jun 01

KGF: Future Returns Will Balance Mixed Street Views And AI Execution

Analysts have trimmed the Kingfisher price target to £2.955 from £3.10, reflecting updated views on fair value, discount rates, and earnings potential after recent mixed moves in Street targets from Berenberg, Jefferies, Deutsche Bank, and Barclays. Analyst Commentary Recent Street research on Kingfisher has been mixed, with some analysts raising targets and others trimming them.
TPT
UK£0.35
Topps Tiles
7D
-4.9%
1Y
-6.5%
ANG
UK£0.49
Angling Direct
7D
-1.0%
1Y
4.9%
WRKS
UK£0.65
TheWorks.co.uk
7D
-3.6%
1Y
28.6%
SHOE
UK£0.50
Shoe Zone
7D
-13.0%
1Y
-53.1%
HFD
UK£1.90
Halfords Group
7D
6.4%
1Y
11.3%
MTC
UK£0.0075
Mothercare
7D
-6.3%
1Y
-71.7%