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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies26
  • 7D-2.7%
  • 3M7.6%
  • 1Y-4.3%
  • YTD-5.3%

Over the last 7 days, the Specialty Stores industry has dropped 2.7%, driven by a pullback from Kingfisher of 3.1%. Meanwhile, DFS Furniture actually outperformed within the industry, gaining 5.1% in the last week. However, the industry is down 4.3% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026UK£20.8bUK£62.7bUK£1.4b13.5x14.8x0.3x
Fri, 22 May 2026UK£20.7bUK£62.7bUK£1.4b12.1x14.9x0.3x
Sun, 19 Apr 2026UK£20.9bUK£62.4bUK£1.4b12.3x14.7x0.3x
Tue, 17 Mar 2026UK£20.6bUK£62.2bUK£1.3b13.3x15.3x0.3x
Thu, 12 Feb 2026UK£22.9bUK£62.3bUK£1.3b14x17x0.4x
Sat, 10 Jan 2026UK£22.7bUK£62.2bUK£1.4b15.3x16.7x0.4x
Mon, 08 Dec 2025UK£22.5bUK£62.3bUK£1.4b15.5x16.5x0.4x
Wed, 05 Nov 2025UK£22.2bUK£62.1bUK£1.2b17.6x18.7x0.4x
Fri, 03 Oct 2025UK£23.8bUK£62.1bUK£1.2b16.7x20x0.4x
Sun, 31 Aug 2025UK£21.7bUK£61.0bUK£1.2b24x18.9x0.4x
Tue, 29 Jul 2025UK£23.1bUK£62.3bUK£907.2m23.3x25.4x0.4x
Thu, 26 Jun 2025UK£22.7bUK£62.4bUK£875.5m24.1x25.9x0.4x
Sat, 24 May 2025UK£23.4bUK£62.2bUK£946.7m22.9x24.7x0.4x
Mon, 21 Apr 2025UK£21.2bUK£61.7bUK£749.1m17.6x28.2x0.3x
Wed, 19 Mar 2025UK£21.3bUK£61.8bUK£979.2m13.4x21.8x0.3x
Fri, 14 Feb 2025UK£22.4bUK£61.8bUK£968.0m13.4x23.2x0.4x
Sun, 12 Jan 2025UK£22.0bUK£62.4bUK£965.5m14x22.8x0.4x
Tue, 10 Dec 2024UK£24.1bUK£62.5bUK£934.8m15.1x25.8x0.4x
Thu, 07 Nov 2024UK£26.1bUK£62.8bUK£1.1b17.2x22.9x0.4x
Sat, 05 Oct 2024UK£28.2bUK£63.0bUK£1.2b19.5x22.9x0.4x
Mon, 02 Sep 2024UK£27.5bUK£62.7bUK£1.5b16.8x19x0.4x
Wed, 31 Jul 2024UK£27.1bUK£62.7bUK£1.5b16.8x18.6x0.4x
Fri, 28 Jun 2024UK£25.6bUK£63.6bUK£1.7b17.5x15.4x0.4x
Sun, 26 May 2024UK£25.4bUK£63.8bUK£1.3b14.7x20x0.4x
Tue, 23 Apr 2024UK£24.8bUK£67.4bUK£1.4b14.3x17.9x0.4x
Thu, 21 Mar 2024UK£24.2bUK£67.9bUK£1.4b14.2x17.2x0.4x
Sat, 17 Feb 2024UK£24.9bUK£67.9bUK£1.4b14x17.7x0.4x
Mon, 15 Jan 2024UK£28.1bUK£82.7bUK£1.6b14.1x17.4x0.3x
Wed, 13 Dec 2023UK£32.0bUK£83.0bUK£1.1b15x29.5x0.4x
Fri, 10 Nov 2023UK£29.2bUK£82.8bUK£1.1b14.1x27.7x0.4x
Sun, 08 Oct 2023UK£29.2bUK£83.1bUK£1.1b11.8x27.7x0.4x
Tue, 05 Sep 2023UK£30.4bUK£82.2bUK£1.2b11.8x26.3x0.4x
Thu, 03 Aug 2023UK£31.1bUK£82.6bUK£1.2b13.1x26.6x0.4x
Sat, 01 Jul 2023UK£30.0bUK£82.7bUK£893.0m10.8x33.6x0.4x
Price to Earnings Ratio

33.6x


Total Market Cap: UK£30.0bTotal Earnings: UK£893.0mTotal Revenue: UK£82.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 21.1x202420252026
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 14.8x which is lower than its 3-year average PE of 21.1x.
  • 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-1.14%
Consumer Discretionary-2.21%
Specialty Stores-2.67%
Home Furnishing Retail-0.06%
Specialty Stores-2.41%
Automotive Retail-2.54%
Apparel Retail-2.69%
Home Improvement Retail-3.20%
Computer and Electronics Retail-4.95%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 19.5x.
    • 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 Computer and Electronics 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
DFS DFS FurnitureUK£1.355.1%
+UK£15.0m		-16.7%PE8.9x
G4M Gear4music (Holdings)UK£2.708.0%
+UK£4.2m		32.4%PE13.9x
PROC ProCook GroupUK£0.3910.3%
+UK£3.9m		-3.5%PE32.4x
MTC MothercareUK£0.01270.2%
+UK£2.8m		-58.2%PE1.1x
WRKS TheWorks.co.ukUK£0.723.6%
+UK£1.6m		22.7%PE5x

Latest News

DEBS
UK£0.23
boohoo group
7D
-8.2%
1Y
1.8%
Analysis Article • Jun 23

Analysts Are Betting On boohoo group plc (LON:DEBS) With A Big Upgrade This Week

Celebrations may be in order for boohoo group plc ( LON:DEBS ) shareholders, with the analysts delivering a significant...
WRKS
UK£0.72
TheWorks.co.uk
7D
3.6%
1Y
22.7%
JD.
UK£0.83
JD Sports Fashion
7D
-2.9%
1Y
8.7%
Narrative Update • Jun 22

JD.: Cautious Outlook Will Prioritise Dividend Payouts Over Upside Potential

Analysts have trimmed their average price target for JD Sports Fashion to £0.83, a reduction of £0.03, as they factor in updated assumptions on growth, margins and valuation multiples reflected in recent research. Analyst Commentary Recent research on JD Sports Fashion highlights a more cautious tone, with the reduced average price target to £0.83 reflecting reassessments of growth prospects, execution risks and how the stock is valued against those assumptions.
WOSG
UK£7.04
Watches of Switzerland Group
7D
-1.9%
1Y
72.1%
Narrative Update • Jun 22

WOSG: Elevated Margin Assumptions Will Limit Future Upside Despite Higher Price Objective

Analysts have lifted their price target on Watches of Switzerland Group from £5.60 to £6.50, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E as key drivers of the revision. What’s in the News for Watches of Switzerland Group No recent material news items for Watches of Switzerland Group have been identified from the provided sources.
CURY
UK£1.51
Currys
7D
-3.3%
1Y
24.4%
Narrative Update • Jun 18

CURY: Mixed Rating Changes And New Leadership Will Shape Shares Outlook

The analyst price target for Currys shares has been adjusted slightly from £1.55 to £1.50, reflecting mixed views as some analysts point to improved trading, market share gains and updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Currys highlights a split in sentiment, with some bullish views sitting alongside more cautious stances.
AO.
UK£0.86
AO World
7D
-10.0%
1Y
-8.5%
SMWH
UK£3.83
WH Smith
7D
-9.0%
1Y
-65.3%
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£2.76
Kingfisher
7D
-3.1%
1Y
-0.1%
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.
PROC
UK£0.39
ProCook Group
7D
10.3%
1Y
-3.5%
PETS
UK£1.72
Pets at Home Group
7D
-4.2%
1Y
-33.6%
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.
HUD
UK£0.0053
Huddled Group
7D
10.5%
1Y
-84.3%
G4M
UK£2.70
Gear4music (Holdings)
7D
8.0%
1Y
32.4%
DFS
UK£1.35
DFS Furniture
7D
5.1%
1Y
-16.7%
MTC
UK£0.012
Mothercare
7D
70.2%
1Y
-58.2%