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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies26
  • 7D3.5%
  • 3M-0.2%
  • 1Y-3.8%
  • YTD-1.8%

The Specialty Stores industry is up 3.5% in the last week, with JD Sports Fashion up 3.4%. During this same period, the Kingfisher underperformed, falling 5.0%. In contrast, the industry has lost 3.8% in the last 12 months. 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
Tue, 02 Jun 2026UK£21.6bUK£62.7bUK£1.4b13.6x15.7x0.3x
Thu, 30 Apr 2026UK£19.0bUK£62.3bUK£1.5b11.9x12.9x0.3x
Sat, 28 Mar 2026UK£18.8bUK£62.4bUK£1.4b11.3x13.1x0.3x
Mon, 23 Feb 2026UK£22.9bUK£62.2bUK£1.3b14.6x17.1x0.4x
Wed, 21 Jan 2026UK£21.6bUK£62.2bUK£1.4b15x16x0.3x
Fri, 19 Dec 2025UK£22.7bUK£62.3bUK£1.4b15.5x16.6x0.4x
Sun, 16 Nov 2025UK£21.9bUK£62.2bUK£1.2b19.6x18.4x0.4x
Tue, 14 Oct 2025UK£22.7bUK£62.1bUK£1.2b16.2x19.1x0.4x
Thu, 11 Sep 2025UK£21.4bUK£61.0bUK£1.2b23.1x18.5x0.4x
Sat, 09 Aug 2025UK£22.5bUK£62.3bUK£907.2m23.3x24.8x0.4x
Mon, 07 Jul 2025UK£23.3bUK£62.7bUK£936.4m24.1x24.9x0.4x
Wed, 04 Jun 2025UK£23.5bUK£62.2bUK£943.4m23.2x24.9x0.4x
Fri, 02 May 2025UK£22.4bUK£61.5bUK£793.5m18.4x28.3x0.4x
Sun, 30 Mar 2025UK£20.7bUK£61.7bUK£809.1m17.2x25.6x0.3x
Tue, 25 Feb 2025UK£21.7bUK£61.8bUK£968.0m12.9x22.4x0.4x
Thu, 23 Jan 2025UK£22.0bUK£62.4bUK£952.0m13x23.1x0.4x
Sat, 21 Dec 2024UK£23.1bUK£62.4bUK£970.6m14.2x23.8x0.4x
Mon, 18 Nov 2024UK£25.6bUK£62.7bUK£1.0b17x24.8x0.4x
Wed, 16 Oct 2024UK£27.7bUK£63.0bUK£1.2b18x22.4x0.4x
Fri, 13 Sep 2024UK£27.6bUK£62.7bUK£1.5b16.3x19x0.4x
Sun, 11 Aug 2024UK£26.0bUK£62.7bUK£1.5b16.3x17.8x0.4x
Tue, 09 Jul 2024UK£25.4bUK£62.8bUK£1.6b17.6x15.9x0.4x
Thu, 06 Jun 2024UK£26.2bUK£63.8bUK£1.6b14.5x16.4x0.4x
Sat, 04 May 2024UK£24.3bUK£63.6bUK£1.3b15.4x18.3x0.4x
Mon, 01 Apr 2024UK£26.3bUK£67.7bUK£1.4b14.6x18.6x0.4x
Wed, 28 Feb 2024UK£25.4bUK£67.9bUK£1.4b15.7x18.1x0.4x
Fri, 26 Jan 2024UK£27.5bUK£82.4bUK£1.6b14.1x17.2x0.3x
Sun, 24 Dec 2023UK£32.3bUK£82.7bUK£1.6b14.9x20.1x0.4x
Tue, 21 Nov 2023UK£30.0bUK£83.0bUK£1.1b14.4x28.1x0.4x
Thu, 19 Oct 2023UK£28.1bUK£83.1bUK£1.0b11.5x26.8x0.3x
Sat, 16 Sep 2023UK£30.0bUK£82.2bUK£1.1b12.2x26.2x0.4x
Mon, 14 Aug 2023UK£30.8bUK£82.6bUK£1.2b12.2x26.3x0.4x
Wed, 12 Jul 2023UK£29.5bUK£82.0bUK£985.7m11.4x30x0.4x
Fri, 09 Jun 2023UK£30.5bUK£82.6bUK£921.7m10.2x33.1x0.4x
Price to Earnings Ratio

33.1x


Total Market Cap: UK£30.5bTotal Earnings: UK£921.7mTotal 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-0.29%
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£0.843.4%
+UK£133.0m		3.9%PE9.3x
WOSG Watches of Switzerland GroupUK£7.255.4%
+UK£86.3m		73.7%PE24.4x
VTU Vertu MotorsUK£0.7517.6%
+UK£34.0m		16.3%PE15.6x
PETS Pets at Home GroupUK£1.923.4%
+UK£27.1m		-29.6%PE13.6x
HFD Halfords GroupUK£1.796.3%
+UK£23.1m		2.5%PS0.2x

Latest News

KGF
UK£2.82
Kingfisher
7D
-5.0%
1Y
-0.3%
Narrative Update • Jun 01

KGF: Future Returns Will Balance Mixed Street Views And AI Execution

Analysts have trimmed the Kingfisher price target to £2.955 from £3.10, reflecting updated views on fair value, discount rates, and earnings potential after recent mixed moves in Street targets from Berenberg, Jefferies, Deutsche Bank, and Barclays. Analyst Commentary Recent Street research on Kingfisher has been mixed, with some analysts raising targets and others trimming them.
FRAS
UK£7.33
Frasers Group
7D
-0.8%
1Y
-1.6%
Analysis Article • Jun 01

What Does Frasers Group Plc's (LON:FRAS) Share Price Indicate?

Frasers Group Plc ( LON:FRAS ), is not the largest company out there, but it saw a significant share price rise of 25...
WOSG
UK£7.25
Watches of Switzerland Group
7D
5.4%
1Y
73.7%
AO.
UK£0.94
AO World
7D
2.9%
1Y
-7.4%
Narrative Update • Jun 01

AO.: Earnings Guidance And Margin Outlook Will Support Higher Future Multiple

Analysts have nudged their AO World price target slightly higher to £1.37 from £1.37. This reflects small refinements to discount rate, revenue growth, profit margin and future P/E assumptions rather than a major change in their view of the stock.
PETS
UK£1.92
Pets at Home Group
7D
3.4%
1Y
-29.6%
CARD
UK£0.66
Card Factory
7D
-8.4%
1Y
-32.1%
DNLM
UK£7.57
Dunelm Group
7D
-4.7%
1Y
-36.9%
Narrative Update • May 27

DNLM: Refined Discount Rate And Margins Are Expected To Support Re Rating

Narrative Update Dunelm Group's analyst price target has been trimmed by £18 to £1,332, as analysts factor in slightly lower fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research points to a modest trimming of Dunelm Group's assessed fair value, reflected in a series of price target adjustments from £1,350 to £1,332 per share.
JD.
UK£0.84
JD Sports Fashion
7D
3.4%
1Y
3.9%
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.
SHOE
UK£0.57
Shoe Zone
7D
-16.1%
1Y
-43.3%
WIX
UK£1.72
Wickes Group
7D
-3.5%
1Y
-24.2%
PROC
UK£0.35
ProCook Group
7D
-4.1%
1Y
-1.4%
CURY
UK£1.47
Currys
7D
-0.6%
1Y
18.1%
VTU
UK£0.75
Vertu Motors
7D
17.6%
1Y
16.3%
DEBS
UK£0.19
boohoo group
7D
7.4%
1Y
-16.8%
Narrative Update • May 11

DEBS: Equity Raise And Asset Light Plan Will Drive Future Upside

Analysts have adjusted their price target on boohoo group slightly, keeping fair value around £0.29 per share while fine tuning assumptions such as the discount rate and future P/E multiple to reflect updated views on the company and its risk profile. What's in the News boohoo group completed a follow on equity offering of £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 (Key Developments).
HFD
UK£1.79
Halfords Group
7D
6.3%
1Y
2.5%
MOON
UK£2.20
Moonpig Group
7D
2.6%
1Y
-11.4%