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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedApr 20, 2026
DataAggregated Company Financials
Companies26
  • 7D3.1%
  • 3M-2.1%
  • 1Y3.6%
  • YTD-4.8%

The Specialty Stores industry has gained 3.1% in the last week and JD Sports Fashion up 4.0%. This means that the industry has gained 3.6% over the past year. 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
Mon, 20 Apr 2026UK£20.9bUK£62.4bUK£1.4b12.3x14.7x0.3x
Wed, 18 Mar 2026UK£20.5bUK£62.2bUK£1.3b14.1x15.3x0.3x
Fri, 13 Feb 2026UK£22.8bUK£62.3bUK£1.3b13.9x16.9x0.4x
Sun, 11 Jan 2026UK£22.7bUK£62.2bUK£1.4b15.3x16.7x0.4x
Tue, 09 Dec 2025UK£22.0bUK£62.3bUK£1.4b15.2x16.1x0.4x
Thu, 06 Nov 2025UK£22.2bUK£62.1bUK£1.2b17.2x18.7x0.4x
Sat, 04 Oct 2025UK£23.7bUK£62.1bUK£1.2b16.9x19.9x0.4x
Mon, 01 Sep 2025UK£21.7bUK£61.0bUK£1.2b24x18.9x0.4x
Wed, 30 Jul 2025UK£22.9bUK£62.3bUK£907.2m23.3x25.2x0.4x
Fri, 27 Jun 2025UK£23.0bUK£62.4bUK£871.6m24.9x26.4x0.4x
Sun, 25 May 2025UK£23.4bUK£62.2bUK£946.7m22.9x24.7x0.4x
Tue, 22 Apr 2025UK£21.2bUK£61.7bUK£749.1m17.6x28.2x0.3x
Thu, 20 Mar 2025UK£21.4bUK£61.8bUK£979.2m13.7x21.9x0.3x
Sat, 15 Feb 2025UK£22.4bUK£61.8bUK£968.0m13.5x23.2x0.4x
Mon, 13 Jan 2025UK£22.0bUK£62.4bUK£965.5m14x22.8x0.4x
Wed, 11 Dec 2024UK£24.0bUK£62.5bUK£934.8m15.1x25.6x0.4x
Fri, 08 Nov 2024UK£26.3bUK£62.8bUK£1.1b17.7x23.1x0.4x
Sun, 06 Oct 2024UK£28.2bUK£63.0bUK£1.2b19.5x22.9x0.4x
Tue, 03 Sep 2024UK£27.3bUK£62.7bUK£1.5b17.2x18.8x0.4x
Thu, 01 Aug 2024UK£27.3bUK£62.7bUK£1.5b16.7x18.7x0.4x
Sat, 29 Jun 2024UK£25.2bUK£62.8bUK£1.6b17.2x15.8x0.4x
Mon, 27 May 2024UK£25.4bUK£63.8bUK£1.3b14.7x20x0.4x
Wed, 24 Apr 2024UK£25.1bUK£67.4bUK£1.4b13.9x18.1x0.4x
Fri, 22 Mar 2024UK£24.7bUK£67.9bUK£1.4b14.3x17.6x0.4x
Sun, 18 Feb 2024UK£24.9bUK£67.9bUK£1.4b14x17.7x0.4x
Tue, 16 Jan 2024UK£27.8bUK£82.7bUK£1.6b13.9x17.3x0.3x
Thu, 14 Dec 2023UK£31.7bUK£83.0bUK£1.1b14.8x29.2x0.4x
Sat, 11 Nov 2023UK£29.1bUK£83.0bUK£1.1b13.9x27.3x0.4x
Mon, 09 Oct 2023UK£29.2bUK£83.1bUK£1.1b11.8x27.7x0.4x
Wed, 06 Sep 2023UK£30.2bUK£82.2bUK£1.2b11.7x26.2x0.4x
Fri, 04 Aug 2023UK£31.2bUK£82.6bUK£1.2b13.1x26.7x0.4x
Sun, 02 Jul 2023UK£30.0bUK£82.7bUK£893.0m10.8x33.6x0.4x
Tue, 30 May 2023UK£30.1bUK£82.6bUK£982.4m10.2x30.7x0.4x
Thu, 27 Apr 2023UK£32.9bUK£81.4bUK£1.4b10.8x23.4x0.4x
Price to Earnings Ratio

23.4x


Total Market Cap: UK£32.9bTotal Earnings: UK£1.4bTotal Revenue: UK£81.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 22x202420252026
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 14.7x which is lower than its 3-year average PE of 22.0x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 8.5% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

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

GB Market1.21%
Consumer Discretionary4.39%
Specialty Stores3.05%
Apparel Retail6.96%
Specialty Stores4.97%
Home Improvement Retail2.69%
Automotive Retail0.87%
Home Furnishing Retail-0.25%
Computer and Electronics Retail-1.76%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 19.1x.
    • 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 79% over the next 5 years.
  • This is better than its past earnings decline of 75% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 7.5% 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
JD. JD Sports FashionUK£0.774.0%
+UK£140.3m		3.0%PE7.4x
KGF KingfisherUK£3.132.7%
+UK£135.8m		16.7%PE21.4x
FRAS Frasers GroupUK£6.904.0%
+UK£114.2m		11.2%PE6.9x
WOSG Watches of Switzerland GroupUK£5.317.2%
+UK£83.3m		51.1%PE17.9x
SMWH WH SmithUK£6.5210.7%
+UK£78.6m		-30.0%PS0.5x

Latest News

CURY
UK£1.32
Currys
7D
-1.4%
1Y
32.2%

CURY: Higher P/E Assumptions Will Support Bullish Repricing Outlook

Analysts have raised their price target on Currys from £1.15 to £1.55, citing revised assumptions around revenue growth, profit margins, the discount rate and future P/E expectations. Analyst Commentary While the updated £1.55 price target reflects revised assumptions on growth and profitability, bearish analysts still flag several areas of concern that they believe could cap upside for Currys.
JD.
UK£0.77
JD Sports Fashion
7D
4.0%
1Y
3.0%

JD.: Buyback Programme And Refined P/E Assumptions Will Support Future Upside

Analysts have trimmed their price targets on JD Sports Fashion by £0.01 to £0.10, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research indicates that price targets on JD Sports Fashion have been adjusted within a relatively tight range, with changes between £0.01 and £0.10.
WOSG
UK£5.31
Watches of Switzerland Group
7D
7.2%
1Y
51.1%

WOSG: Updated Guidance And Margins Will Support Balanced Future Expectations

Analysts have nudged their price target for Watches of Switzerland Group slightly higher to £5.41 from £5.39, tying this small shift to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that remain broadly in line with prior views. What's in the News Watches of Switzerland Group issued financial guidance for the second half of fiscal 2026, indicating that EBIT margin % is expected to be higher in the second half than in the first half of the year (Corporate Guidance).
WIX
UK£2.24
Wickes Group
7D
3.5%
1Y
19.4%
PETS
UK£1.94
Pets at Home Group
7D
5.1%
1Y
-17.0%

PETS: Stable Margins And Future P/E Will Support Upside Potential

Analysts have trimmed their price target for Pets at Home Group by £0.10 to £3.00, citing slightly adjusted assumptions around the discount rate, revenue growth and profit margins, while keeping the future P/E view broadly intact. Valuation Changes Fair Value has been kept unchanged at £3.00 per share, indicating no adjustment to the central valuation estimate.
AO.
UK£0.93
AO World
7D
-1.6%
1Y
-3.6%

AO.: Updated Guidance And Steady Fair Value Will Support Future Upside

Analysts have kept AO World's fair value estimate steady at £1.53, with updated assumptions that reflect slightly revised views on discount rate, revenue growth, profit margin and future P/E, rather than a clear shift in overall conviction. What's in the News AO World issued earnings guidance for the full year to 31 March 2026, outlining expectations for the period.
DNLM
UK£8.24
Dunelm Group
7D
-0.8%
1Y
-23.3%

DNLM: Share Repurchases And Recent Upgrades Will Support Future Multiple Re Rating

Analysts have lifted their price target on Dunelm Group to £11.93, reflecting a slightly higher assumed discount rate and P/E multiple, with recent upgrades from several firms outweighing a more cautious stance from Panmure Liberum. Analyst Commentary Bullish Takeaways Bullish analysts see the raised P/E multiple as support for a higher fair value, suggesting the market may be willing to pay more for Dunelm Group's earnings stream if current execution is maintained.
ASC
UK£2.28
ASOS
7D
7.6%
1Y
-27.4%
SMWH
UK£6.52
WH Smith
7D
10.7%
1Y
-30.0%
MOTR
UK£1.32
Motorpoint Group
7D
-2.2%
1Y
3.1%
KGF
UK£3.13
Kingfisher
7D
2.7%
1Y
16.7%

KGF: Higher Fair Value Views Will Reflect AI Partnership Execution Potential

Analysts have lifted Kingfisher's fair value estimate, reflected in higher price targets, such as the move to £3.30 from £2.95, supported by updated assumptions on discount rate, profit margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a £3.30 price target as consistent with updated assumptions on P/E and margins, suggesting the current share price does not fully reflect their revised fair value work.
G4M
UK£2.45
Gear4music (Holdings)
7D
-1.0%
1Y
81.5%

Here's Why We Think Gear4music (Holdings) (LON:G4M) Might Deserve Your Attention Today

Mar 26
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MOON
UK£2.16
Moonpig Group
7D
-0.2%
1Y
-5.1%
VTU
UK£0.64
Vertu Motors
7D
-1.7%
1Y
9.8%
FRAS
UK£6.90
Frasers Group
7D
4.0%
1Y
11.2%

Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down

Feb 16
Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down