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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedMay 31, 2026
DataAggregated Company Financials
Companies26
  • 7D3.5%
  • 3M-4.4%
  • 1Y-3.9%
  • YTD-1.8%

In the last week, the Specialty Stores industry is up 3.5%, with JD Sports Fashion up 8.5%. In the past year, the industry is down 3.9%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 31 May 2026UK£21.6bUK£62.7bUK£1.4b13.6x15.7x0.3x
Tue, 28 Apr 2026UK£19.6bUK£62.3bUK£1.5b11.9x13.3x0.3x
Thu, 26 Mar 2026UK£19.4bUK£62.3bUK£1.4b11.6x14.2x0.3x
Sat, 21 Feb 2026UK£22.9bUK£62.2bUK£1.3b14.6x17.1x0.4x
Mon, 19 Jan 2026UK£21.9bUK£62.2bUK£1.4b15x16.2x0.4x
Wed, 17 Dec 2025UK£22.2bUK£62.3bUK£1.4b15.7x16.3x0.4x
Fri, 14 Nov 2025UK£22.3bUK£62.2bUK£1.2b19.3x18.8x0.4x
Sun, 12 Oct 2025UK£22.5bUK£62.1bUK£1.2b15.8x18.9x0.4x
Tue, 09 Sep 2025UK£22.2bUK£61.0bUK£1.2b23.9x19.3x0.4x
Thu, 07 Aug 2025UK£22.4bUK£62.3bUK£907.2m23.6x24.7x0.4x
Sat, 05 Jul 2025UK£23.3bUK£62.7bUK£936.4m24.1x24.9x0.4x
Mon, 02 Jun 2025UK£23.5bUK£62.2bUK£943.4m22.9x24.9x0.4x
Wed, 30 Apr 2025UK£22.3bUK£61.5bUK£793.5m18.3x28x0.4x
Fri, 28 Mar 2025UK£20.9bUK£61.7bUK£806.6m17.2x25.9x0.3x
Sun, 23 Feb 2025UK£21.8bUK£61.8bUK£968.0m13.3x22.6x0.4x
Tue, 21 Jan 2025UK£22.0bUK£62.4bUK£958.9m13x22.9x0.4x
Thu, 19 Dec 2024UK£23.3bUK£62.4bUK£970.6m14.5x24x0.4x
Sat, 16 Nov 2024UK£25.6bUK£62.7bUK£1.0b17x24.8x0.4x
Mon, 14 Oct 2024UK£27.7bUK£63.0bUK£1.2b18x22.4x0.4x
Wed, 11 Sep 2024UK£27.2bUK£62.7bUK£1.5b16.7x18.7x0.4x
Fri, 09 Aug 2024UK£25.7bUK£62.7bUK£1.5b16.3x17.6x0.4x
Sun, 07 Jul 2024UK£25.3bUK£62.8bUK£1.6b17.4x15.8x0.4x
Tue, 04 Jun 2024UK£26.8bUK£63.8bUK£1.3b14.9x21.2x0.4x
Thu, 02 May 2024UK£24.3bUK£63.7bUK£1.3b15.5x18.2x0.4x
Sat, 30 Mar 2024UK£26.3bUK£67.7bUK£1.4b14.6x18.6x0.4x
Mon, 26 Feb 2024UK£25.5bUK£67.9bUK£1.4b16x18.2x0.4x
Wed, 24 Jan 2024UK£27.4bUK£82.4bUK£1.6b13.8x17.1x0.3x
Fri, 22 Dec 2023UK£32.9bUK£82.7bUK£1.6b14.9x20.5x0.4x
Sun, 19 Nov 2023UK£30.0bUK£83.0bUK£1.1b14.5x28.2x0.4x
Tue, 17 Oct 2023UK£28.3bUK£83.1bUK£1.0b11.7x27x0.3x
Thu, 14 Sep 2023UK£29.7bUK£82.2bUK£1.1b12.1x26x0.4x
Sat, 12 Aug 2023UK£30.8bUK£82.6bUK£1.2b12.2x26.3x0.4x
Mon, 10 Jul 2023UK£29.2bUK£82.0bUK£985.7m11.4x29.6x0.4x
Wed, 07 Jun 2023UK£30.8bUK£82.6bUK£933.0m10.3x33x0.4x
Price to Earnings Ratio

33x


Total Market Cap: UK£30.8bTotal Earnings: UK£933.0mTotal Revenue: UK£82.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 21.5x202420252026
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 15.7x which is lower than its 3-year average PE of 21.5x.
  • 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 14% 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-0.27%
Consumer Discretionary2.07%
Specialty Stores3.47%
Apparel Retail12.27%
Specialty Stores6.07%
Automotive Retail5.90%
Computer and Electronics Retail3.80%
Home Furnishing Retail0.79%
Home Improvement Retail-1.23%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 19.3x.
    • 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 76% over the next 5 years.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 6.8% 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£0.848.5%
+UK£319.3m		0.2%PE9.3x
FRAS Frasers GroupUK£7.726.3%
+UK£195.9m		5.4%PE7.7x
WOSG Watches of Switzerland GroupUK£7.225.6%
+UK£88.7m		68.3%PE24.3x
CURY CurrysUK£1.504.2%
+UK£63.3m		23.6%PE11.8x
ASC ASOSUK£2.7312.1%
+UK£35.3m		-12.9%PS0.1x

Latest News

PETS
UK£1.92
Pets at Home Group
7D
3.9%
1Y
-27.9%
CARD
UK£0.67
Card Factory
7D
-5.4%
1Y
-29.6%
ASC
UK£2.73
ASOS
7D
12.1%
1Y
-12.9%
Narrative Update • May 26

ASC: Higher 2026 Profit Focus And P/E Assumptions Will Support Future Repricing

ASOS's fair value estimate has been nudged up from £5.57 to £5.69 as analysts factor in higher price targets, including recent increases to £2.85 from £2.40 and £4.00 from £3.75, alongside modest adjustments to growth, margins, and the assumed future P/E multiple. Analyst Commentary Recent Street research on ASOS has tilted more constructive, with several bullish analysts lifting price targets while maintaining generally supportive ratings.
WOSG
UK£7.22
Watches of Switzerland Group
7D
5.6%
1Y
68.3%
Narrative Update • May 25

WOSG: Execution Risks Around Higher Margin Assumptions Will Cap Share Upside

Analysts have increased their price target on Watches of Switzerland Group to £6.50 from £5.60, citing updated assumptions for revenue growth, profit margins, and a lower discount rate in their models. Analyst Commentary While the latest £6.50 price target reflects updated modelling assumptions, not every takeaway is upbeat.
JD.
UK£0.84
JD Sports Fashion
7D
8.5%
1Y
0.2%
Narrative Update • May 24

JD.: Softer Outlook And Higher Risk Will Shape Returns Despite Capital Returns

JD Sports Fashion's updated analyst price target has been trimmed to £0.75. Analysts point to a lower fair value estimate, a higher discount rate, softer revenue growth and profit margin assumptions, and a higher future P/E multiple underpinning recent target reductions from around £0.86 toward £0.83.
KGF
UK£2.88
Kingfisher
7D
-1.6%
1Y
3.6%
WIX
UK£1.77
Wickes Group
7D
-0.2%
1Y
-19.5%
PROC
UK£0.36
ProCook Group
7D
-1.1%
1Y
-4.7%
CURY
UK£1.50
Currys
7D
4.2%
1Y
23.6%
VTU
UK£0.71
Vertu Motors
7D
12.7%
1Y
9.2%
SMWH
UK£4.95
WH Smith
7D
-0.08%
1Y
-52.7%
Narrative Update • May 09

SMWH: Future Upside Will Emerge As Travel Expansion Supports Cash Generation

Narrative Update: WH Smith The analyst price target for WH Smith has been revised lower to about £6.26 from roughly £7.02. Analysts cite adjusted assumptions for fair value, discount rate, revenue growth and profit margin following a series of recent price target cuts and downgrades across the Street.
HFD
UK£1.74
Halfords Group
7D
4.2%
1Y
3.8%
G4M
UK£2.30
Gear4music (Holdings)
7D
-2.1%
1Y
53.3%
MTC
UK£0.0061
Mothercare
7D
-30.7%
1Y
-77.2%
FRAS
UK£7.72
Frasers Group
7D
6.3%
1Y
5.4%
Analysis Article • Feb 16

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

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...