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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedMay 17, 2025
DataAggregated Company Financials
Companies26
  • 7D4.2%
  • 3M8.9%
  • 1Y-2.4%
  • YTD7.7%

The Specialty Stores industry is up 5.1% in the last week, with JD Sports Fashion up 7.1%. Meanwhile, Victorian Plumbing Group actually underperformed within the industry, shrinking 25% in the last week. In the past year, the industry is down 3.7%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 17 May 2025UK£24.4bUK£61.5bUK£798.7m21.7x30.5x0.4x
Mon, 14 Apr 2025UK£20.0bUK£61.7bUK£809.1m16.6x24.8x0.3x
Wed, 12 Mar 2025UK£21.1bUK£61.8bUK£968.0m13.3x21.8x0.3x
Fri, 07 Feb 2025UK£22.5bUK£62.4bUK£969.6m13.8x23.2x0.4x
Sun, 05 Jan 2025UK£22.7bUK£62.4bUK£965.9m14.1x23.5x0.4x
Tue, 03 Dec 2024UK£24.1bUK£62.7bUK£1.0b15.3x23.3x0.4x
Thu, 31 Oct 2024UK£27.1bUK£63.1bUK£1.2b17.5x22.1x0.4x
Sat, 28 Sep 2024UK£29.6bUK£62.5bUK£1.4b18.8x20.8x0.5x
Mon, 26 Aug 2024UK£28.2bUK£62.7bUK£1.5b16.8x19.3x0.5x
Wed, 24 Jul 2024UK£26.4bUK£62.7bUK£1.5b17.5x18.1x0.4x
Fri, 21 Jun 2024UK£25.7bUK£63.6bUK£1.7b14.9x15.5x0.4x
Sun, 19 May 2024UK£25.3bUK£63.8bUK£1.3b15.1x19.9x0.4x
Tue, 16 Apr 2024UK£25.3bUK£67.7bUK£1.4b14.5x17.9x0.4x
Thu, 14 Mar 2024UK£24.7bUK£67.9bUK£1.4b15.3x17.7x0.4x
Sat, 10 Feb 2024UK£23.8bUK£67.9bUK£1.4b13.7x16.9x0.4x
Mon, 08 Jan 2024UK£28.8bUK£82.7bUK£1.6b14.1x17.9x0.3x
Wed, 06 Dec 2023UK£31.2bUK£82.9bUK£1.1b12.7x29.5x0.4x
Fri, 03 Nov 2023UK£28.0bUK£83.1bUK£1.0b13.4x26.9x0.3x
Sun, 01 Oct 2023UK£29.9bUK£82.8bUK£1.1b12.6x28.1x0.4x
Tue, 29 Aug 2023UK£29.6bUK£82.8bUK£1.2b11.5x25.5x0.4x
Thu, 27 Jul 2023UK£31.6bUK£82.2bUK£993.8m11.9x31.8x0.4x
Sat, 24 Jun 2023UK£29.6bUK£82.7bUK£897.9m10.6x32.9x0.4x
Mon, 22 May 2023UK£31.6bUK£82.5bUK£984.1m10.9x32.1x0.4x
Wed, 19 Apr 2023UK£33.2bUK£81.2bUK£1.4b11.4x23.9x0.4x
Fri, 17 Mar 2023UK£30.7bUK£72.0bUK£1.8b10.4x17.3x0.4x
Sun, 12 Feb 2023UK£32.3bUK£72.0bUK£1.8b11.1x18x0.4x
Tue, 10 Jan 2023UK£29.2bUK£71.9bUK£1.8b10.1x16.1x0.4x
Thu, 08 Dec 2022UK£28.7bUK£71.7bUK£2.3b10x12.2x0.4x
Sat, 05 Nov 2022UK£25.5bUK£71.1bUK£2.3b7x11x0.4x
Mon, 03 Oct 2022UK£23.5bUK£69.7bUK£2.3b6.6x10.3x0.3x
Wed, 31 Aug 2022UK£25.8bUK£68.9bUK£2.5b8x10.5x0.4x
Fri, 29 Jul 2022UK£27.9bUK£68.8bUK£2.5b9x11.4x0.4x
Sun, 26 Jun 2022UK£26.5bUK£67.9bUK£2.1b8x12.9x0.4x
Tue, 24 May 2022UK£27.7bUK£66.2bUK£2.1b9.3x13.3x0.4x
Price to Earnings Ratio

13.3x


Total Market Cap: UK£27.7bTotal Earnings: UK£2.1bTotal Revenue: UK£66.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 20.8x202320242025
Current Industry PE
  • Investors are optimistic on the British Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 30.3x which is higher than its 3-year average PE of 20.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.40x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 27% per year over the last three years,
  • Revenues have also declined 2.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market1.61%
Consumer Discretionary2.76%
Specialty Stores4.22%
Apparel Retail12.70%
Specialty Stores5.81%
Home Furnishing Retail4.71%
Computer and Electronics Retail3.33%
Automotive Retail1.25%
Home Improvement Retail0.93%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 13.2x.
    • Analysts are expecting annual earnings growth of 22.2%, which is higher than its past year's earnings decline of 46.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 71% over the next 5 years.
  • This is better than its past earnings decline of 44% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 13% 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£0.937.1%
+UK£317.9m		-23.7%PE14x
DNLM Dunelm GroupUK£12.014.6%
+UK£106.6m		18.7%PE15.9x
FRAS Frasers GroupUK£7.153.6%
+UK£106.1m		-13.7%PE10x
KGF KingfisherUK£3.111.9%
+UK£102.9m		19.3%PE29.8x
WOSG Watches of Switzerland GroupUK£4.0410.7%
+UK£93.9m		-0.6%PE23.6x
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Latest News

VIC

UK£0.79

Victorian Plumbing Group

7D

-24.9%

1Y

-7.3%

VTU

UK£0.63

Vertu Motors

7D

-0.6%

1Y

-20.5%

KGF

UK£3.11

Kingfisher

7D

1.9%

1Y

19.3%

WOSG

UK£4.04

Watches of Switzerland Group

7D

10.7%

1Y

-0.6%

CARD

UK£0.95

Card Factory

7D

-1.2%

1Y

-8.3%

FRAS

UK£7.15

Frasers Group

7D

3.6%

1Y

-13.7%

SMWH

UK£10.28

WH Smith

7D

7.0%

1Y

-13.0%

WH Smith (LON:SMWH) Is Experiencing Growth In Returns On Capital

May 08
WH Smith (LON:SMWH) Is Experiencing Growth In Returns On Capital

DNLM

UK£12.01

Dunelm Group

7D

4.6%

1Y

18.7%

ASC

UK£3.22

ASOS

7D

15.0%

1Y

-13.2%

MOTR

UK£1.39

Motorpoint Group

7D

-0.5%

1Y

-1.9%

Investors Continue Waiting On Sidelines For Motorpoint Group Plc (LON:MOTR)

Apr 25
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JD.

UK£0.93

JD Sports Fashion

7D

7.1%

1Y

-23.7%

CURY

UK£1.23

Currys

7D

3.7%

1Y

73.8%

TPT

UK£0.33

Topps Tiles

7D

-1.5%

1Y

-24.1%