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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedAug 25, 2026
DataAggregated Company Financials
Companies26
  • 7D-1.3%
  • 3M7.6%
  • 1Y4.4%
  • YTD4.1%

Over the last 7 days, the Specialty Stores industry has dropped 1.1%, driven by a pullback from JD Sports Fashion of 5.0%. In the past year, the industry has gained 4.6%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Aug 2026UK£22.9bUK£63.4bUK£1.4b14.1x15.9x0.4x
Thu, 23 Jul 2026UK£22.5bUK£63.4bUK£1.4b13.6x15.5x0.4x
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
Price to Earnings Ratio

26.3x


Total Market Cap: UK£30.6bTotal Earnings: UK£1.2bTotal Revenue: UK£82.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 20.4x202420252026
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 20.4x.
  • 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 7.5% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.5% 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 Market1.40%
Consumer Discretionary-0.18%
Specialty Stores-1.28%
Apparel Retail3.62%
Home Furnishing Retail1.86%
Automotive Retail0.99%
Home Improvement Retail-1.04%
Specialty Stores-1.69%
Computer and Electronics Retail-5.02%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 19.9x.
    • Analysts are expecting annual earnings growth of 13.3%, 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 68% over the next 5 years.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 3.0% 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
FRAS Frasers GroupUK£8.203.2%
+UK£109.7m		17.1%PE10.3x
DNLM Dunelm GroupUK£8.882.2%
+UK£39.3m		-27.6%PE12x
PETS Pets at Home GroupUK£2.152.2%
+UK£20.2m		-8.9%PE15.1x
ASC ASOSUK£4.053.6%
+UK£16.8m		31.8%PS0.2x
MOON Moonpig GroupUK£2.841.1%
+UK£9.5m		36.5%PE16.2x

Latest News

CURY
UK£1.48
Currys
7D
-6.6%
1Y
31.9%
FRAS
UK£8.20
Frasers Group
7D
3.2%
1Y
17.1%
WOSG
UK£6.79
Watches of Switzerland Group
7D
-6.2%
1Y
102.9%
Narrative Update • Aug 17

WOSG: Raised Earnings Conviction And U.S. Expansion Will Face Richer Valuation Ceiling

The analyst fair value estimate for Watches of Switzerland Group has been raised from £4.30 to £7.25. The updated view reflects higher Street price targets in the £6.50 to £8.50 range and increased analyst focus on U.S. luxury demand, brand mix and earnings potential.
DEBS
UK£0.20
boohoo group
7D
-4.9%
1Y
34.4%
MTC
UK£0.0073
Mothercare
7D
-13.5%
1Y
-75.5%
PROC
UK£0.52
ProCook Group
7D
-1.9%
1Y
24.4%
JD.
UK£0.85
JD Sports Fashion
7D
-5.0%
1Y
-8.3%
HFD
UK£2.33
Halfords Group
7D
0.9%
1Y
63.9%
ASC
UK£4.05
ASOS
7D
3.6%
1Y
31.8%
Narrative Update • Aug 05

ASC: Updated Revenue And P/E Assumptions Will Shape Measured Share Recovery Prospects

Analysts have lifted ASOS's fair value estimate in line with recent price target increases from around £2.75 to £4.00 per share, citing updated assumptions on revenue growth, discount rate and future P/E multiples. Analyst Commentary Recent research on ASOS shows a cluster of price target moves in the £2.75 to £4.00 range, which lines up with the higher fair value estimate.
SMWH
UK£4.14
WH Smith
7D
-1.4%
1Y
-41.7%
PETS
UK£2.15
Pets at Home Group
7D
2.2%
1Y
-8.9%
DNLM
UK£8.88
Dunelm Group
7D
2.2%
1Y
-27.6%
Narrative Update • Jul 23

DNLM: Reassuring Q4 Trading Update Will Support Earnings Resilience

The analyst price target for Dunelm Group has been trimmed by £0.93 to reflect a slightly lower fair value estimate of £13.32. Analysts are factoring in softer revenue growth assumptions, a modestly lower profit margin outlook and a marginally higher future P/E expectation, while recent Street research has shifted towards more cautious but still generally constructive views on the stock.
MOON
UK£2.84
Moonpig Group
7D
1.1%
1Y
36.5%
KGF
UK£3.18
Kingfisher
7D
-1.3%
1Y
13.0%
Narrative Update • Jul 07

KGF: Execution And Leadership Uncertainty Will Pressure Future Share Returns

Kingfisher's analyst price target has been trimmed by £0.10. This reflects modestly lower fair value assumptions and revenue growth expectations, partly balanced by slightly firmer profit margin and P/E inputs cited by recent analysts.
WIX
UK£1.95
Wickes Group
7D
1.3%
1Y
-11.4%
CARD
UK£0.76
Card Factory
7D
2.6%
1Y
-28.3%
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.