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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies26
  • 7D1.6%
  • 3M5.5%
  • 1Y-1.7%
  • YTD-2.0%

In the last week, the Specialty Stores industry is up 1.6%, with JD Sports Fashion leading the way, up 2.8%. In the same time, WH Smith was down 12%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026UK£21.5bUK£62.7bUK£1.4b12.9x15.6x0.3x
Thu, 14 May 2026UK£19.1bUK£62.6bUK£1.4b11.2x13.7x0.3x
Sat, 11 Apr 2026UK£20.6bUK£62.4bUK£1.4b11.7x14.4x0.3x
Mon, 09 Mar 2026UK£21.5bUK£62.2bUK£1.3b13.6x16x0.3x
Wed, 04 Feb 2026UK£22.7bUK£62.2bUK£1.4b14x16.7x0.4x
Fri, 02 Jan 2026UK£22.2bUK£62.2bUK£1.4b15.3x16.4x0.4x
Sun, 30 Nov 2025UK£22.4bUK£62.1bUK£1.2b15.2x19x0.4x
Tue, 28 Oct 2025UK£23.7bUK£62.1bUK£1.2b16.9x19.9x0.4x
Thu, 25 Sep 2025UK£22.2bUK£61.1bUK£1.2b23.1x19.2x0.4x
Sat, 23 Aug 2025UK£22.5bUK£62.3bUK£907.2m26.1x24.8x0.4x
Mon, 21 Jul 2025UK£23.0bUK£62.3bUK£912.1m23.6x25.2x0.4x
Wed, 18 Jun 2025UK£22.7bUK£62.3bUK£951.3m24.2x23.9x0.4x
Fri, 16 May 2025UK£24.2bUK£61.5bUK£798.7m21.7x30.3x0.4x
Sun, 13 Apr 2025UK£20.0bUK£61.7bUK£809.1m16.6x24.8x0.3x
Tue, 11 Mar 2025UK£21.5bUK£61.8bUK£968.0m13.4x22.2x0.3x
Thu, 06 Feb 2025UK£22.3bUK£62.4bUK£969.6m13.7x23x0.4x
Sat, 04 Jan 2025UK£22.7bUK£62.4bUK£965.9m14.1x23.5x0.4x
Mon, 02 Dec 2024UK£23.9bUK£62.7bUK£1.0b15.3x23.1x0.4x
Wed, 30 Oct 2024UK£27.1bUK£63.1bUK£1.2b17.1x22.1x0.4x
Fri, 27 Sep 2024UK£29.4bUK£62.5bUK£1.4b18.5x20.6x0.5x
Sun, 25 Aug 2024UK£28.2bUK£62.7bUK£1.5b16.8x19.3x0.5x
Tue, 23 Jul 2024UK£26.4bUK£62.7bUK£1.5b17.9x18.1x0.4x
Thu, 20 Jun 2024UK£25.2bUK£63.6bUK£1.7b14.9x15.2x0.4x
Sat, 18 May 2024UK£25.4bUK£63.8bUK£1.3b15.1x20x0.4x
Mon, 15 Apr 2024UK£25.3bUK£67.7bUK£1.4b14.5x17.9x0.4x
Wed, 13 Mar 2024UK£25.0bUK£67.9bUK£1.4b15.2x17.8x0.4x
Fri, 09 Feb 2024UK£23.8bUK£67.9bUK£1.4b13.8x17x0.4x
Sun, 07 Jan 2024UK£28.8bUK£82.7bUK£1.6b14.1x17.9x0.3x
Tue, 05 Dec 2023UK£31.3bUK£82.9bUK£1.1b12.7x29.5x0.4x
Thu, 02 Nov 2023UK£27.8bUK£83.1bUK£1.0b13x26.7x0.3x
Sat, 30 Sep 2023UK£29.9bUK£82.8bUK£1.1b12.6x28.1x0.4x
Mon, 28 Aug 2023UK£29.6bUK£82.8bUK£1.2b11.5x25.5x0.4x
Wed, 26 Jul 2023UK£31.4bUK£82.2bUK£993.8m11.8x31.6x0.4x
Fri, 23 Jun 2023UK£30.3bUK£82.7bUK£897.9m10.7x33.7x0.4x
Price to Earnings Ratio

33.7x


Total Market Cap: UK£30.3bTotal 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 15.6x 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 Market0.74%
Consumer Discretionary1.98%
Specialty Stores1.56%
Home Furnishing Retail4.67%
Automotive Retail4.42%
Home Improvement Retail2.50%
Computer and Electronics Retail0.73%
Specialty Stores0.62%
Apparel Retail-1.79%
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£0.862.8%
+UK£111.6m		14.1%PE9.5x
KGF KingfisherUK£2.862.2%
+UK£102.3m		3.7%PE19.5x
DNLM Dunelm GroupUK£7.913.9%
+UK£60.4m		-33.0%PE10.6x
DEBS boohoo groupUK£0.258.7%
+UK£32.2m		12.4%PS0.6x
DFS DFS FurnitureUK£1.3310.0%
+UK£27.8m		-20.7%PE8.7x

Latest News

PROC
UK£0.35
ProCook Group
7D
-4.4%
1Y
-4.1%
DEBS
UK£0.25
boohoo group
7D
8.7%
1Y
12.4%
FRAS
UK£7.53
Frasers Group
7D
0.6%
1Y
8.7%
SMWH
UK£4.37
WH Smith
7D
-12.5%
1Y
-60.1%
DNLM
UK£7.91
Dunelm Group
7D
3.9%
1Y
-33.0%
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£2.83
ASOS
7D
-1.0%
1Y
-9.6%
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.
JD.
UK£0.86
JD Sports Fashion
7D
2.8%
1Y
14.1%
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.
CARD
UK£0.66
Card Factory
7D
-0.3%
1Y
-30.2%
Narrative Update • Jun 07

CARD: Cautious Sector Reset Will Support Future Upside In European Retail Downturn

Analysts have cut their price target on Card Factory to £0.80 from £1.10, citing more cautious sector views as European retail data turn weaker heading into the second half of 2026. What's in the News Broker analysts reduced their price target on Card Factory to £0.80 from £1.10, citing a more cautious stance on the retail sector.
KGF
UK£2.86
Kingfisher
7D
2.2%
1Y
3.7%
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£0.34
Topps Tiles
7D
-6.3%
1Y
-7.8%
VIC
UK£0.85
Victorian Plumbing Group
7D
7.9%
1Y
8.0%
Analysis Article • May 26

Shareholders Can Be Confident That Victorian Plumbing Group's (LON:VIC) Earnings Are High Quality

Even though Victorian Plumbing Group plc's ( LON:VIC ) recent earnings release was robust, the market didn't seem to...
WRKS
UK£0.65
TheWorks.co.uk
7D
-3.0%
1Y
29.4%
SHOE
UK£0.51
Shoe Zone
7D
-11.3%
1Y
-52.1%
DFS
UK£1.33
DFS Furniture
7D
10.0%
1Y
-20.7%
HFD
UK£1.88
Halfords Group
7D
4.8%
1Y
9.7%
MTC
UK£0.007
Mothercare
7D
-12.5%
1Y
-73.6%