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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJun 20, 2026
DataAggregated Company Financials
Companies26
  • 7D-3.6%
  • 3M9.8%
  • 1Y-2.3%
  • YTD-4.0%

Over the last 7 days, the Specialty Stores industry has dropped 3.6%, driven by Frasers Group declining 10%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 20 Jun 2026UK£21.1bUK£62.7bUK£1.4b12.6x15x0.3x
Mon, 18 May 2026UK£19.5bUK£62.6bUK£1.4b11.1x14x0.3x
Wed, 15 Apr 2026UK£20.5bUK£62.4bUK£1.4b11.7x14.4x0.3x
Fri, 13 Mar 2026UK£20.8bUK£62.2bUK£1.3b13.4x15.5x0.3x
Sun, 08 Feb 2026UK£22.8bUK£62.2bUK£1.4b14.4x16.8x0.4x
Tue, 06 Jan 2026UK£22.5bUK£62.2bUK£1.4b15.3x16.6x0.4x
Thu, 04 Dec 2025UK£22.3bUK£62.1bUK£1.2b15x18.6x0.4x
Sat, 01 Nov 2025UK£23.0bUK£62.1bUK£1.2b17.3x19.3x0.4x
Mon, 29 Sep 2025UK£22.5bUK£62.1bUK£1.2b15.7x18.8x0.4x
Wed, 27 Aug 2025UK£22.0bUK£61.0bUK£1.2b25.3x19.1x0.4x
Fri, 25 Jul 2025UK£23.4bUK£62.3bUK£907.2m23.3x25.8x0.4x
Sun, 22 Jun 2025UK£22.5bUK£62.4bUK£934.6m24x24.1x0.4x
Tue, 20 May 2025UK£24.4bUK£61.5bUK£798.7m22.2x30.5x0.4x
Thu, 17 Apr 2025UK£20.7bUK£61.7bUK£749.1m17.8x27.6x0.3x
Sat, 15 Mar 2025UK£20.6bUK£61.8bUK£979.2m13.2x21.1x0.3x
Mon, 10 Feb 2025UK£22.3bUK£62.4bUK£969.6m13.7x23x0.4x
Wed, 08 Jan 2025UK£22.9bUK£62.4bUK£965.5m14.7x23.8x0.4x
Fri, 06 Dec 2024UK£24.1bUK£62.7bUK£1.0b15.2x23.2x0.4x
Sun, 03 Nov 2024UK£26.4bUK£63.1bUK£1.2b17.2x21.5x0.4x
Tue, 01 Oct 2024UK£29.3bUK£62.5bUK£1.4b18.5x20.6x0.5x
Thu, 29 Aug 2024UK£27.3bUK£62.7bUK£1.5b16.7x18.7x0.4x
Sat, 27 Jul 2024UK£26.8bUK£62.7bUK£1.5b16.6x18.4x0.4x
Mon, 24 Jun 2024UK£25.6bUK£63.6bUK£1.7b14.5x15.4x0.4x
Wed, 22 May 2024UK£25.5bUK£63.8bUK£1.3b14.7x20.1x0.4x
Fri, 19 Apr 2024UK£25.0bUK£67.4bUK£1.4b14x18x0.4x
Sun, 17 Mar 2024UK£24.2bUK£67.9bUK£1.4b14.2x17.3x0.4x
Tue, 13 Feb 2024UK£24.2bUK£67.9bUK£1.4b13.7x17.3x0.4x
Thu, 11 Jan 2024UK£28.4bUK£82.7bUK£1.6b14.4x17.6x0.3x
Sat, 09 Dec 2023UK£31.6bUK£83.0bUK£1.1b14.7x29.2x0.4x
Mon, 06 Nov 2023UK£28.6bUK£83.1bUK£1.0b13.8x27.5x0.3x
Wed, 04 Oct 2023UK£29.7bUK£82.8bUK£1.1b11.9x27.9x0.4x
Fri, 01 Sep 2023UK£30.6bUK£82.8bUK£1.2b11.5x26.3x0.4x
Sun, 30 Jul 2023UK£32.0bUK£82.2bUK£993.5m14.2x32.2x0.4x
Tue, 27 Jun 2023UK£29.7bUK£82.7bUK£897.9m10.6x33.1x0.4x
Price to Earnings Ratio

33.1x


Total Market Cap: UK£29.7bTotal 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 21.2x202420252026
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 15.0x which is lower than its 3-year average PE of 21.2x.
  • 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 16% 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 Market-1.30%
Consumer Discretionary-2.85%
Specialty Stores-3.62%
Home Furnishing Retail-0.82%
Computer and Electronics Retail-1.72%
Home Improvement Retail-2.88%
Apparel Retail-3.07%
Automotive Retail-3.71%
Specialty Stores-4.87%
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 6.5% 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
WOSG Watches of Switzerland GroupUK£7.343.0%
+UK£50.2m		78.8%PE24.7x
DFS DFS FurnitureUK£1.354.2%
+UK£12.7m		-18.7%PE8.9x
WRKS TheWorks.co.ukUK£0.7211.5%
+UK£4.6m		19.0%PE5x
G4M Gear4music (Holdings)UK£2.687.0%
+UK£3.7m		44.6%PE13.8x
VTU Vertu MotorsUK£0.741.4%
+UK£3.0m		19.8%PE15.5x

Latest News

DEBS
UK£0.23
boohoo group
7D
-6.1%
1Y
0.7%
Analysis Article • 6h

UK£0.32 - That's What Analysts Think boohoo group plc (LON:DEBS) Is Worth After These Results

Shareholders might have noticed that boohoo group plc ( LON:DEBS ) filed its full-year result this time last week. The...
VTU
UK£0.74
Vertu Motors
7D
1.4%
1Y
19.8%
SMWH
UK£4.00
WH Smith
7D
-6.9%
1Y
-63.2%
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.
KGF
UK£2.80
Kingfisher
7D
-3.0%
1Y
2.0%
Narrative Update • Jun 15

KGF: Future Returns Will Reflect Mixed Street Views And AI Progress

Kingfisher's analyst price target has been trimmed slightly to £2.95, as analysts factor in modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E following a combination of recent target cuts and a raise from major banks. Analyst Commentary Recent research shows a mix of optimism and caution around Kingfisher, with small moves in price targets reflecting fine tuning rather than major shifts in conviction.
FRAS
UK£7.11
Frasers Group
7D
-10.3%
1Y
3.3%
PETS
UK£1.71
Pets at Home Group
7D
-9.4%
1Y
-34.6%
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£7.90
Dunelm Group
7D
-1.7%
1Y
-32.8%
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.
WOSG
UK£7.34
Watches of Switzerland Group
7D
3.0%
1Y
78.8%
Narrative Update • Jun 08

WOSG: Revised Outlook Suggests U.S. Expansion Will Drive Future Upside

Analysts have lifted the fair value estimate for Watches of Switzerland Group from £6.40 to £8.25 and referenced the recent increase in Street price targets to £6.50 as support, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples under a slightly lower discount rate. What's in the News No recent company specific news items, periodical coverage, or key developments were provided for Watches of Switzerland Group in the supplied sources.
JD.
UK£0.85
JD Sports Fashion
7D
-2.8%
1Y
17.0%
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.
G4M
UK£2.68
Gear4music (Holdings)
7D
7.0%
1Y
44.6%
ANG
UK£0.49
Angling Direct
7D
0.4%
1Y
5.3%
WRKS
UK£0.72
TheWorks.co.uk
7D
11.5%
1Y
19.0%
SHOE
UK£0.51
Shoe Zone
7D
1.0%
1Y
-52.6%
DFS
UK£1.35
DFS Furniture
7D
4.2%
1Y
-18.7%
HFD
UK£1.80
Halfords Group
7D
-5.6%
1Y
4.7%
MTC
UK£0.0091
Mothercare
7D
20.7%
1Y
-67.1%