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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJul 07, 2026
DataAggregated Company Financials
Companies26
  • 7D0.03%
  • 3M12.5%
  • 1Y-2.6%
  • YTD-2.0%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably JD Sports Fashion declined by 3.5%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Jul 2026UK£21.4bUK£63.1bUK£1.5b12.9x14.2x0.3x
Thu, 04 Jun 2026UK£21.1bUK£62.7bUK£1.4b13.2x15.3x0.3x
Sat, 02 May 2026UK£19.3bUK£62.3bUK£1.5b11.8x13.1x0.3x
Mon, 30 Mar 2026UK£18.8bUK£62.4bUK£1.4b11.3x13.1x0.3x
Wed, 25 Feb 2026UK£23.3bUK£62.2bUK£1.3b14.5x17.4x0.4x
Fri, 23 Jan 2026UK£22.6bUK£62.2bUK£1.4b14.1x16.7x0.4x
Sun, 21 Dec 2025UK£22.3bUK£62.2bUK£1.4b15x16.5x0.4x
Tue, 18 Nov 2025UK£21.5bUK£62.2bUK£1.2b19.4x18.1x0.3x
Thu, 16 Oct 2025UK£22.8bUK£62.1bUK£1.2b17.6x19.2x0.4x
Sat, 13 Sep 2025UK£21.2bUK£61.0bUK£1.2b20.9x18.3x0.3x
Mon, 11 Aug 2025UK£22.5bUK£62.3bUK£907.2m23.3x24.8x0.4x
Wed, 09 Jul 2025UK£22.9bUK£62.7bUK£936.4m24.1x24.5x0.4x
Fri, 06 Jun 2025UK£23.4bUK£62.2bUK£943.4m23x24.8x0.4x
Sun, 04 May 2025UK£22.3bUK£61.5bUK£793.5m18.1x28.2x0.4x
Tue, 01 Apr 2025UK£20.1bUK£61.7bUK£809.1m17x24.9x0.3x
Thu, 27 Feb 2025UK£21.7bUK£61.8bUK£968.0m13.1x22.4x0.4x
Sat, 25 Jan 2025UK£21.8bUK£62.4bUK£962.9m12.8x22.6x0.3x
Mon, 23 Dec 2024UK£23.1bUK£62.4bUK£970.6m14.2x23.8x0.4x
Wed, 20 Nov 2024UK£25.5bUK£62.7bUK£1.0b16.9x24.6x0.4x
Fri, 18 Oct 2024UK£28.4bUK£63.1bUK£1.2b18.1x23.1x0.5x
Sun, 15 Sep 2024UK£28.2bUK£62.7bUK£1.5b16.5x19.4x0.4x
Tue, 13 Aug 2024UK£25.7bUK£62.7bUK£1.5b16.3x17.7x0.4x
Thu, 11 Jul 2024UK£25.0bUK£62.8bUK£1.6b17.2x15.7x0.4x
Sat, 08 Jun 2024UK£26.1bUK£63.8bUK£1.7b14.6x15.7x0.4x
Mon, 06 May 2024UK£24.3bUK£63.6bUK£1.3b15.6x18.3x0.4x
Wed, 03 Apr 2024UK£25.9bUK£67.7bUK£1.4b14.4x18.4x0.4x
Fri, 01 Mar 2024UK£25.3bUK£67.9bUK£1.4b15.5x18x0.4x
Sun, 28 Jan 2024UK£27.7bUK£82.4bUK£1.6b14.3x17.3x0.3x
Tue, 26 Dec 2023UK£32.3bUK£82.7bUK£1.6b14.9x20.1x0.4x
Thu, 23 Nov 2023UK£30.1bUK£83.0bUK£1.1b13.9x28.2x0.4x
Sat, 21 Oct 2023UK£27.5bUK£83.1bUK£1.0b11.3x26.2x0.3x
Mon, 18 Sep 2023UK£29.9bUK£82.2bUK£1.1b12.2x26.2x0.4x
Wed, 16 Aug 2023UK£31.2bUK£82.6bUK£1.2b12.2x26.7x0.4x
Fri, 14 Jul 2023UK£30.5bUK£82.0bUK£986.0m12.3x31x0.4x
Price to Earnings Ratio

31x


Total Market Cap: UK£30.5bTotal Earnings: UK£986.0mTotal Revenue: UK£82.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 20.9x202420252026
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 14.2x which is lower than its 3-year average PE of 20.9x.
  • 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 grown 15% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.4% 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 Market1.66%
Consumer Discretionary-1.32%
Specialty Stores0.03%
Apparel Retail5.00%
Automotive Retail3.26%
Specialty Stores0.76%
Computer and Electronics Retail0.68%
Home Furnishing Retail-0.79%
Home Improvement Retail-2.12%
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 13.7%, 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 71% over the next 5 years.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 2.4% 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
FRAS Frasers GroupUK£7.482.9%
+UK£90.4m		12.5%PE7.5x
WOSG Watches of Switzerland GroupUK£7.364.7%
+UK£77.0m		97.3%PE24.8x
MOON Moonpig GroupUK£2.629.4%
+UK£67.7m		24.0%PE15.3x
SMWH WH SmithUK£4.136.9%
+UK£33.2m		-62.0%PS0.3x
AO. AO WorldUK£0.965.9%
+UK£30.2m		-0.6%PE15x

Latest News

WOSG
UK£7.36
Watches of Switzerland Group
7D
4.7%
1Y
97.3%
Narrative Update • Jul 06

WOSG: U.S. Luxury Dependence Will Likely Restrict Future Upside Potential

The analyst price target for Watches of Switzerland Group has been raised to £6.62 from £5.41, with analysts pointing to supportive U.S. luxury trends, a favorable brand mix, and scope for earnings upgrades following recent target increases at £6.50 and £8.50. Analyst Commentary Recent Street research on Watches of Switzerland Group highlights a mix of optimism on growth opportunities and some caution around execution and valuation, giving you a fuller picture of how professionals are framing the stock today.
CURY
UK£1.57
Currys
7D
-0.9%
1Y
33.1%
HFD
UK£2.39
Halfords Group
7D
5.1%
1Y
60.4%
Analysis Article • Jul 04

The Strong Earnings Posted By Halfords Group (LON:HFD) Are A Good Indication Of The Strength Of The Business

When companies post strong earnings, the stock generally performs well, just like Halfords Group plc's ( LON:HFD...
FRAS
UK£7.48
Frasers Group
7D
2.9%
1Y
12.5%
ASC
UK£3.05
ASOS
7D
5.7%
1Y
-0.3%
HUD
UK£0.0045
Huddled Group
7D
-47.1%
1Y
-86.6%
TPT
UK£0.34
Topps Tiles
7D
-4.5%
1Y
-11.1%
MOON
UK£2.62
Moonpig Group
7D
9.4%
1Y
24.0%
Analysis Article • Jul 02

What Does Moonpig Group PLC's (LON:MOON) Share Price Indicate?

Moonpig Group PLC ( LON:MOON ), might not be a large cap stock, but it saw a significant share price rise of 23% in the...
AO.
UK£0.96
AO World
7D
5.9%
1Y
-0.6%
Narrative Update • Jul 01

AO.: Dividend And Buybacks Will Support Higher Future Earnings Multiple

Analysts have trimmed their fair value estimate for AO World from £1.37 to £1.25, reflecting updated assumptions for revenue growth, profit margins and future P/E that now point to a more cautious outlook on the stock's potential. What’s in the News for AO World AO World announced a special dividend of 1.75 pence per ordinary share, scheduled to be paid on 31 July 2026 to shareholders on the register at close of business on 10 July 2026.
SMWH
UK£4.13
WH Smith
7D
6.9%
1Y
-62.0%
Narrative Update • Jun 29

SMWH: Rebased Expectations Will Support Future Upside From Travel Recovery Execution

The latest Narrative Update on WH Smith reflects a reduced analyst price target to £5.75 from £7.00, as analysts factor in softer revenue growth assumptions, a lower future P/E and adjustments to fair value, despite slightly firmer profit margin expectations. Analyst Commentary Recent research coverage on WH Smith has converged around lower price targets and more neutral ratings, as analysts reset expectations for growth, valuation multiples and execution risk.
DNLM
UK£7.98
Dunelm Group
7D
-0.4%
1Y
-29.2%
Narrative Update • Jun 25

DNLM: Softer UK Confidence Is Expected To Offer Longer Term Upside

The analyst price target for Dunelm Group has been revised lower to £850 from £1,200, as analysts point to softer UK consumer confidence and slower recent retail spending when reassessing the stock. Analyst Commentary Recent research updates on Dunelm Group reflect a mixed tone, with some analysts trimming price targets while still seeing upside, and others turning more cautious as UK consumer confidence and retail spending soften.
G4M
UK£2.70
Gear4music (Holdings)
7D
-5.9%
1Y
16.4%
Analysis Article • Jun 25

Does Gear4music (Holdings) (LON:G4M) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
JD.
UK£0.82
JD Sports Fashion
7D
-3.5%
1Y
-6.3%
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.
KGF
UK£2.80
Kingfisher
7D
-2.6%
1Y
-1.4%
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.
PETS
UK£1.83
Pets at Home Group
7D
3.2%
1Y
-26.1%
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.
DFS
UK£1.35
DFS Furniture
7D
-2.9%
1Y
-17.9%