Returns on Capital Paint A Bright Future For AO World (LON:AO.)
Jun 06
U.K. (FTSE) Specialty Stores Industry Analysis
UpdatedJun 15, 2024
DataAggregated Company Financials
Companies30
- 7D-4.1%
- 3M5.9%
- 1Y-7.6%
- YTD-11.1%
Over the last 7 days, the Specialty Stores industry has dropped 4.1%, driven by pullbacks in Kingfisher and JD Sports Fashion of 5.1% and 3.8%, respectively. The industry has fallen 7.6% in the last year. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the U.K. Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Jun 2024 | UK£25.0b | UK£63.6b | UK£1.7b | 14x | 15.1x | 0.4x |
| Mon, 13 May 2024 | UK£25.0b | UK£63.5b | UK£1.3b | 15.2x | 19.7x | 0.4x |
| Wed, 10 Apr 2024 | UK£25.6b | UK£67.7b | UK£1.4b | 14.4x | 18.1x | 0.4x |
| Fri, 08 Mar 2024 | UK£25.0b | UK£67.9b | UK£1.4b | 15.6x | 17.8x | 0.4x |
| Sun, 04 Feb 2024 | UK£27.0b | UK£82.4b | UK£1.6b | 13.9x | 16.8x | 0.3x |
| Tue, 02 Jan 2024 | UK£32.3b | UK£82.7b | UK£1.6b | 14.6x | 20.1x | 0.4x |
| Thu, 30 Nov 2023 | UK£30.7b | UK£82.8b | UK£1.1b | 12.6x | 28.9x | 0.4x |
| Sat, 28 Oct 2023 | UK£27.3b | UK£83.1b | UK£1.0b | 12.6x | 26.2x | 0.3x |
| Mon, 25 Sep 2023 | UK£30.1b | UK£82.6b | UK£1.1b | 12.7x | 28.5x | 0.4x |
| Wed, 23 Aug 2023 | UK£30.1b | UK£82.6b | UK£1.2b | 11.8x | 25.7x | 0.4x |
| Fri, 21 Jul 2023 | UK£31.7b | UK£82.2b | UK£993.8m | 11.9x | 31.9x | 0.4x |
| Sun, 18 Jun 2023 | UK£30.3b | UK£82.5b | UK£912.4m | 9.9x | 33.2x | 0.4x |
| Tue, 16 May 2023 | UK£33.0b | UK£81.6b | UK£1.2b | 11x | 27.3x | 0.4x |
| Thu, 13 Apr 2023 | UK£32.8b | UK£81.2b | UK£1.4b | 11.3x | 23.6x | 0.4x |
| Sat, 11 Mar 2023 | UK£32.2b | UK£72.0b | UK£1.8b | 11.2x | 18.1x | 0.4x |
| Mon, 06 Feb 2023 | UK£33.9b | UK£72.0b | UK£1.8b | 11.5x | 18.9x | 0.5x |
| Wed, 04 Jan 2023 | UK£27.7b | UK£71.9b | UK£1.8b | 9.9x | 15.3x | 0.4x |
| Fri, 02 Dec 2022 | UK£29.1b | UK£71.7b | UK£2.3b | 9.2x | 12.4x | 0.4x |
| Sun, 30 Oct 2022 | UK£23.9b | UK£69.9b | UK£2.3b | 6.5x | 10.5x | 0.3x |
| Tue, 27 Sep 2022 | UK£24.8b | UK£69.6b | UK£2.3b | 7.6x | 11x | 0.4x |
| Thu, 25 Aug 2022 | UK£26.3b | UK£68.9b | UK£2.5b | 8x | 10.7x | 0.4x |
| Sat, 23 Jul 2022 | UK£29.7b | UK£68.2b | UK£2.1b | 8x | 13.9x | 0.4x |
| Mon, 20 Jun 2022 | UK£25.5b | UK£66.9b | UK£2.1b | 8x | 12.1x | 0.4x |
| Wed, 18 May 2022 | UK£28.7b | UK£66.2b | UK£2.1b | 10.2x | 13.8x | 0.4x |
| Fri, 15 Apr 2022 | UK£30.8b | UK£65.4b | UK£2.0b | 10.1x | 15.3x | 0.5x |
| Sun, 13 Mar 2022 | UK£30.2b | UK£66.0b | UK£2.0b | 9.9x | 15.1x | 0.5x |
| Tue, 08 Feb 2022 | UK£35.4b | UK£65.0b | UK£2.0b | 11.2x | 18x | 0.5x |
| Thu, 06 Jan 2022 | UK£39.9b | UK£65.2b | UK£1.9b | 12.8x | 20.7x | 0.6x |
| Sat, 04 Dec 2021 | UK£38.6b | UK£64.7b | UK£1.8b | 12.2x | 20.9x | 0.6x |
| Mon, 01 Nov 2021 | UK£37.3b | UK£64.3b | UK£1.6b | 9.6x | 24x | 0.6x |
| Wed, 29 Sep 2021 | UK£38.6b | UK£63.6b | UK£1.5b | 11.6x | 26.4x | 0.6x |
| Fri, 27 Aug 2021 | UK£37.7b | UK£60.0b | UK£825.7m | 13.6x | 45.7x | 0.6x |
| Sat, 03 Jul 2021 | UK£36.0b | UK£60.0b | UK£825.7m | 16x | 43.6x | 0.6x |
Price to Earnings Ratio
43.6x
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 15.1x which is lower than its 3-year average PE of 21.8x.
- The industry is trading close to its 3-year average PS ratio of 0.45x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 26% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -1.47% | |
| Consumer Discretionary | -3.42% | |
| Specialty Stores | -4.06% | |
| Specialty Stores | -3.76% | |
| Apparel Retail | -3.84% | |
| Home Furnishing Retail | -4.04% | |
| Home Improvement Retail | -4.54% | |
| Automotive Retail | -4.57% | |
| Computer and Electronics Retail | -5.12% | |
Industry PE
- Investors are most optimistic about the Computer and Electronics Retail industry which is trading above its 3-year average PE ratio of 13.3x.
- Analysts are expecting annual earnings growth of 23.7% and investors are willing to pay a premium for that growth.
Forecasted Growth
- Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 72% over the next 5 years.
- This is better than its past earnings growth rate of 50% per year.
- In contrast, the Specialty Stores industry is expected to see its earnings grow by 6.7% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCS ScS Group | UK£2.70 | 0.7% +UK£4.7m | 22.7% | PE21.5x | |
| SDRY Superdry | UK£0.065 | 124.1% +UK£3.6m | -91.8% | PS0.01x | |
| MRK Marks Electrical Group | UK£0.71 | 2.9% +UK£2.1m | -24.9% | PE17.3x | |
| MMAG musicMagpie | UK£0.08 | 23.1% +UK£1.5m | -54.9% | PS0.06x | |
| LOOK Lookers | UK£1.30 | 0.2% +UK£775.4k | 102.8% | PE7.9x |
