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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedApr 27, 2026
DataAggregated Company Financials
Companies26
  • 7D-4.4%
  • 3M-12.3%
  • 1Y-5.4%
  • YTD-10.1%

Over the last 7 days, the Specialty Stores industry has dropped 4.4%, driven by a pullback from JD Sports Fashion of 9.0%. On the other hand ASOS is actually up 14%. The industry has fallen 5.4% in the last 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, 27 Apr 2026UK£19.8bUK£62.3bUK£1.5b12x13.4x0.3x
Wed, 25 Mar 2026UK£19.2bUK£62.3bUK£1.4b11.8x14x0.3x
Fri, 20 Feb 2026UK£22.9bUK£62.2bUK£1.3b14.6x17.1x0.4x
Sun, 18 Jan 2026UK£21.9bUK£62.2bUK£1.4b15x16.2x0.4x
Tue, 16 Dec 2025UK£22.0bUK£62.3bUK£1.4b15.7x16.2x0.4x
Thu, 13 Nov 2025UK£22.4bUK£62.1bUK£1.2b19.5x18.9x0.4x
Sat, 11 Oct 2025UK£22.5bUK£62.1bUK£1.2b15.8x18.9x0.4x
Mon, 08 Sep 2025UK£21.9bUK£61.0bUK£1.2b23.8x19x0.4x
Wed, 06 Aug 2025UK£22.3bUK£62.3bUK£907.2m23.6x24.6x0.4x
Fri, 04 Jul 2025UK£23.7bUK£62.7bUK£936.4m24.9x25.3x0.4x
Sun, 01 Jun 2025UK£23.5bUK£62.2bUK£943.4m22.9x24.9x0.4x
Tue, 29 Apr 2025UK£21.9bUK£61.5bUK£793.5m18.4x27.6x0.4x
Thu, 27 Mar 2025UK£20.8bUK£61.7bUK£806.6m17.2x25.8x0.3x
Sat, 22 Feb 2025UK£21.8bUK£61.8bUK£968.0m13.3x22.6x0.4x
Mon, 20 Jan 2025UK£21.9bUK£62.4bUK£958.9m13x22.9x0.4x
Wed, 18 Dec 2024UK£23.2bUK£62.4bUK£970.6m14.3x23.9x0.4x
Fri, 15 Nov 2024UK£25.5bUK£62.7bUK£1.0b17x24.7x0.4x
Sun, 13 Oct 2024UK£27.7bUK£63.0bUK£1.2b18x22.4x0.4x
Tue, 10 Sep 2024UK£27.0bUK£62.7bUK£1.5b16.8x18.6x0.4x
Thu, 08 Aug 2024UK£26.1bUK£62.7bUK£1.5b16.3x17.9x0.4x
Sat, 06 Jul 2024UK£25.3bUK£62.8bUK£1.6b17.4x15.8x0.4x
Mon, 03 Jun 2024UK£26.2bUK£63.8bUK£1.3b14.9x20.7x0.4x
Wed, 01 May 2024UK£24.5bUK£63.7bUK£1.3b15.6x18.4x0.4x
Fri, 29 Mar 2024UK£26.3bUK£67.7bUK£1.4b14.6x18.6x0.4x
Sun, 25 Feb 2024UK£25.5bUK£67.9bUK£1.4b16x18.2x0.4x
Tue, 23 Jan 2024UK£27.2bUK£82.4bUK£1.6b13.7x17x0.3x
Thu, 21 Dec 2023UK£33.1bUK£82.7bUK£1.6b15x20.6x0.4x
Sat, 18 Nov 2023UK£30.0bUK£83.0bUK£1.1b14.5x28.2x0.4x
Mon, 16 Oct 2023UK£28.0bUK£83.1bUK£1.0b11.7x26.7x0.3x
Wed, 13 Sep 2023UK£30.0bUK£82.2bUK£1.2b11.9x26x0.4x
Fri, 11 Aug 2023UK£31.2bUK£82.6bUK£1.2b12.4x26.7x0.4x
Sun, 09 Jul 2023UK£29.2bUK£82.0bUK£985.7m11.4x29.6x0.4x
Tue, 06 Jun 2023UK£30.8bUK£82.6bUK£982.6m10.1x31.4x0.4x
Thu, 04 May 2023UK£33.0bUK£81.4bUK£1.4b11x23.1x0.4x
Price to Earnings Ratio

23.1x


Total Market Cap: UK£33.0bTotal 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 21.9x202420252026
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 13.4x which is lower than its 3-year average PE of 21.9x.
  • 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 Market-2.14%
Consumer Discretionary-0.81%
Specialty Stores-4.37%
Apparel Retail13.22%
Automotive Retail-1.60%
Computer and Electronics Retail-2.07%
Home Furnishing Retail-2.22%
Home Improvement Retail-3.70%
Specialty Stores-6.33%
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 74% 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 7.2% 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
ASC ASOSUK£2.6817.6%
+UK£47.8m		-10.7%PS0.1x
VIC Victorian Plumbing GroupUK£0.771.9%
+UK£4.6m		-20.6%PE19.5x
DEBS boohoo groupUK£0.170.6%
+UK£1.6m		-21.3%PS0.4x
G4M Gear4music (Holdings)UK£2.503.1%
+UK£1.6m		85.2%PE12.9x
CARD Card FactoryUK£0.660.6%
+UK£1.4m		-30.4%PE5.3x

Latest News

DEBS
UK£0.17
boohoo group
7D
0.6%
1Y
-21.3%

DEBS: Equity Raise And Asset Light Plan Will Support Future Rebound

Analysts have trimmed their fair value estimate for boohoo group to £0.29 per share from £0.29, reflecting updates to the discount rate, revenue growth, profit margin and future P/E assumptions in their models. What's in the News boohoo group plc completed a follow on equity offering raising £40 million, issuing 160,277,779 ordinary shares at £0.18 and a further 61,944,443 ordinary shares at £0.18 under Regulation S with a subsequent direct listing feature.
ASC
UK£2.68
ASOS
7D
17.6%
1Y
-10.7%

ASOS Plc (LON:ASC) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Apr 26
ASOS Plc (LON:ASC) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year
SMWH
UK£5.61
WH Smith
7D
-11.7%
1Y
-39.1%
JD.
UK£0.69
JD Sports Fashion
7D
-10.4%
1Y
-12.7%
DNLM
UK£7.82
Dunelm Group
7D
-3.8%
1Y
-28.4%
CARD
UK£0.66
Card Factory
7D
0.6%
1Y
-30.4%

CARD: Future Returns Will Rely On Steady Margins And Modest Growth Assumptions

Analysts have kept Card Factory's fair value unchanged at £0.75 per share, explaining the steady price target as a balance of slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E that broadly offset one another. Valuation Changes Fair Value: Kept unchanged at £0.75 per share, reflecting no revision to the overall valuation anchor.
G4M
UK£2.50
Gear4music (Holdings)
7D
3.1%
1Y
85.2%
CURY
UK£1.25
Currys
7D
-3.8%
1Y
14.3%
KGF
UK£2.90
Kingfisher
7D
-4.8%
1Y
3.9%

KGF: Future Returns Will Balance AI Execution With Share Buyback Delivery

Kingfisher's analyst price target has been adjusted to £3.20. This reflects small tweaks to fair value, discount rate and profit expectations as analysts balance mixed recent target changes from Jefferies, Deutsche Bank and Barclays.
WOSG
UK£5.09
Watches of Switzerland Group
7D
-3.4%
1Y
40.9%

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).
PETS
UK£1.86
Pets at Home Group
7D
-3.3%
1Y
-19.0%

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.
VIC
UK£0.77
Victorian Plumbing Group
7D
1.9%
1Y
-20.6%
FRAS
UK£6.67
Frasers Group
7D
-2.5%
1Y
1.4%

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

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