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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies26
  • 7D0.8%
  • 3M-5.3%
  • 1Y3.7%
  • YTD-6.9%

The Specialty Stores industry has been flat over the last week, but Dunelm Group has lost 4.1%. The past year has been better, since the industry has gained 3.7% in that time. 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
Thu, 16 Apr 2026UK£20.5bUK£62.4bUK£1.4b12.1x14.3x0.3x
Sat, 14 Mar 2026UK£20.6bUK£62.2bUK£1.3b13.3x15.3x0.3x
Mon, 09 Feb 2026UK£22.8bUK£62.2bUK£1.4b14.4x16.8x0.4x
Wed, 07 Jan 2026UK£22.4bUK£62.2bUK£1.4b15.2x16.6x0.4x
Fri, 05 Dec 2025UK£22.4bUK£62.1bUK£1.2b15.4x18.6x0.4x
Sun, 02 Nov 2025UK£23.0bUK£62.1bUK£1.2b17.3x19.3x0.4x
Tue, 30 Sep 2025UK£22.9bUK£62.1bUK£1.2b16x19.1x0.4x
Thu, 28 Aug 2025UK£22.1bUK£61.0bUK£1.2b25x19.2x0.4x
Sat, 26 Jul 2025UK£23.2bUK£62.3bUK£907.2m23.3x25.6x0.4x
Mon, 23 Jun 2025UK£22.5bUK£62.4bUK£934.6m24x24.1x0.4x
Wed, 21 May 2025UK£24.6bUK£61.5bUK£803.8m23.1x30.6x0.4x
Fri, 18 Apr 2025UK£21.2bUK£61.7bUK£749.1m17.6x28.2x0.3x
Sun, 16 Mar 2025UK£20.6bUK£61.8bUK£979.2m13.2x21.1x0.3x
Tue, 11 Feb 2025UK£22.4bUK£62.4bUK£969.6m13.7x23.1x0.4x
Thu, 09 Jan 2025UK£22.3bUK£62.4bUK£965.5m14.2x23.1x0.4x
Sat, 07 Dec 2024UK£24.1bUK£62.5bUK£934.8m15.3x25.8x0.4x
Mon, 04 Nov 2024UK£26.4bUK£63.1bUK£1.2b17.2x21.5x0.4x
Wed, 02 Oct 2024UK£28.7bUK£62.8bUK£1.4b17.4x20.1x0.5x
Fri, 30 Aug 2024UK£27.5bUK£62.7bUK£1.5b16.9x18.8x0.4x
Sun, 28 Jul 2024UK£26.8bUK£62.7bUK£1.5b16.6x18.4x0.4x
Tue, 25 Jun 2024UK£26.1bUK£63.6bUK£1.7b14.8x15.7x0.4x
Thu, 23 May 2024UK£25.3bUK£63.8bUK£1.3b14.7x19.9x0.4x
Sat, 20 Apr 2024UK£25.0bUK£67.4bUK£1.4b14x18x0.4x
Mon, 18 Mar 2024UK£24.2bUK£67.9bUK£1.4b14.2x17.3x0.4x
Wed, 14 Feb 2024UK£24.0bUK£67.9bUK£1.4b13.6x17.1x0.4x
Fri, 12 Jan 2024UK£27.8bUK£82.7bUK£1.6b14x17.3x0.3x
Sun, 10 Dec 2023UK£31.6bUK£83.0bUK£1.1b14.7x29.2x0.4x
Tue, 07 Nov 2023UK£28.3bUK£83.1bUK£1.0b13.5x27.2x0.3x
Thu, 05 Oct 2023UK£29.7bUK£83.1bUK£1.1b11.6x28.1x0.4x
Sat, 02 Sep 2023UK£30.5bUK£82.8bUK£1.2b11.5x26.3x0.4x
Mon, 31 Jul 2023UK£32.0bUK£82.6bUK£1.2b14.2x27.4x0.4x
Wed, 28 Jun 2023UK£29.8bUK£82.7bUK£897.9m10.7x33.1x0.4x
Fri, 26 May 2023UK£30.7bUK£82.5bUK£982.6m10.5x31.2x0.4x
Sun, 23 Apr 2023UK£33.1bUK£81.4bUK£1.4b10.9x23.5x0.4x
Price to Earnings Ratio

23.5x


Total Market Cap: UK£33.1bTotal 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 14.3x 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 Market-0.19%
Consumer Discretionary-1.15%
Specialty Stores0.84%
Apparel Retail1.71%
Specialty Stores1.34%
Home Furnishing Retail0.86%
Home Improvement Retail0.54%
Automotive Retail0.38%
Computer and Electronics Retail-0.79%
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 13.5%, 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 80% 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 7.6% 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
KGF KingfisherUK£3.061.9%
+UK£97.3m		14.0%PE20.9x
JD. JD Sports FashionUK£0.762.3%
+UK£82.9m		1.7%PE7.3x
WOSG Watches of Switzerland GroupUK£5.145.1%
+UK£58.3m		46.4%PE17.3x
SMWH WH SmithUK£6.233.3%
+UK£24.9m		-33.1%PS0.5x
PETS Pets at Home GroupUK£1.912.7%
+UK£22.1m		-18.3%PE11x

Latest News

MTC
UK£0.012
Mothercare
7D
-24.2%
1Y
-55.3%
DNLM
UK£8.09
Dunelm Group
7D
-4.1%
1Y
-24.7%

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.
WIX
UK£2.19
Wickes Group
7D
-2.7%
1Y
16.7%
JD.
UK£0.76
JD Sports Fashion
7D
2.3%
1Y
1.7%

Is Now The Time To Put JD Sports Fashion (LON:JD.) On Your Watchlist?

Apr 10
Is Now The Time To Put JD Sports Fashion (LON:JD.) On Your Watchlist?
SMWH
UK£6.23
WH Smith
7D
3.3%
1Y
-33.1%
TPT
UK£0.37
Topps Tiles
7D
10.0%
1Y
13.7%
KGF
UK£3.06
Kingfisher
7D
1.9%
1Y
14.0%

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.
PETS
UK£1.91
Pets at Home Group
7D
2.7%
1Y
-18.3%

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

Analysts have trimmed their price target for Pets at Home Group to £3.00, with small adjustments to the discount rate, revenue growth, profit margin and future P/E helping explain the reset in expectations. Valuation Changes Fair Value: Kept steady at £3.00 per share, so the headline valuation anchor is unchanged.
WOSG
UK£5.14
Watches of Switzerland Group
7D
5.1%
1Y
46.4%

WOSG: Revised Guidance And Margins Will Shape Balanced Outlook For 2026

Analysts have lifted their price target on Watches of Switzerland Group to £4.30, citing updated assumptions for slightly lower discount rates, adjusted revenue growth, profit margin expectations, and a modest tweak to future P/E multiples. What's in the News Watches of Switzerland Group issued financial guidance for the second half of fiscal 2026, indicating that the EBIT margin percentage is expected to be higher in the second half than in the first half (company guidance).
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
Here's Why We Think Gear4music (Holdings) (LON:G4M) Might Deserve Your Attention Today
WRKS
UK£0.42
TheWorks.co.uk
7D
-1.3%
1Y
108.4%
VTU
UK£0.64
Vertu Motors
7D
4.4%
1Y
10.1%
VIC
UK£0.78
Victorian Plumbing Group
7D
6.6%
1Y
-22.0%
HUD
UK£0.011
Huddled Group
7D
-8.0%
1Y
-71.3%