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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedMay 27, 2026
DataAggregated Company Financials
Companies26
  • 7D5.1%
  • 3M-7.6%
  • 1Y-6.1%
  • YTD-3.1%

In the last week, the Specialty Stores industry is up 5.1%, with JD Sports Fashion leading the way, up 7.6%. In the same time, Motorpoint Group was down 7.3%. In the past year, the industry is down 6.1%. 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
Wed, 27 May 2026UK£21.3bUK£62.7bUK£1.4b12.1x15.3x0.3x
Fri, 24 Apr 2026UK£19.9bUK£62.4bUK£1.4b12x13.9x0.3x
Sun, 22 Mar 2026UK£19.3bUK£62.3bUK£1.4b11.9x14.1x0.3x
Tue, 17 Feb 2026UK£22.9bUK£62.3bUK£1.3b14.6x17x0.4x
Thu, 15 Jan 2026UK£22.4bUK£62.2bUK£1.4b16x16.5x0.4x
Sat, 13 Dec 2025UK£21.7bUK£62.3bUK£1.4b15.7x15.9x0.3x
Mon, 10 Nov 2025UK£22.1bUK£62.1bUK£1.2b17.7x18.6x0.4x
Wed, 08 Oct 2025UK£23.2bUK£62.1bUK£1.2b16.3x19.5x0.4x
Fri, 05 Sep 2025UK£21.8bUK£61.0bUK£1.2b23.6x18.9x0.4x
Sun, 03 Aug 2025UK£22.2bUK£62.3bUK£907.2m23.3x24.4x0.4x
Tue, 01 Jul 2025UK£23.6bUK£62.4bUK£871.6m24.9x27x0.4x
Thu, 29 May 2025UK£23.6bUK£62.2bUK£946.7m23.2x24.9x0.4x
Sat, 26 Apr 2025UK£21.6bUK£61.5bUK£793.5m18.2x27.2x0.4x
Mon, 24 Mar 2025UK£21.3bUK£61.8bUK£966.6m15.7x22.1x0.3x
Wed, 19 Feb 2025UK£22.2bUK£61.8bUK£968.0m13.4x22.9x0.4x
Fri, 17 Jan 2025UK£22.0bUK£62.4bUK£958.9m13.1x22.9x0.4x
Sun, 15 Dec 2024UK£23.9bUK£62.4bUK£970.6m15x24.7x0.4x
Tue, 12 Nov 2024UK£25.8bUK£62.8bUK£1.1b17.5x22.7x0.4x
Thu, 10 Oct 2024UK£27.9bUK£63.0bUK£1.2b18x22.7x0.4x
Sat, 07 Sep 2024UK£26.9bUK£62.7bUK£1.5b16.8x18.5x0.4x
Mon, 05 Aug 2024UK£26.1bUK£62.7bUK£1.5b16.3x17.9x0.4x
Wed, 03 Jul 2024UK£25.3bUK£62.8bUK£1.6b17.3x15.8x0.4x
Fri, 31 May 2024UK£26.5bUK£63.8bUK£1.3b14.8x21x0.4x
Sun, 28 Apr 2024UK£24.6bUK£63.6bUK£1.3b15.3x18.4x0.4x
Tue, 26 Mar 2024UK£24.3bUK£67.7bUK£1.4b14.3x17.2x0.4x
Thu, 22 Feb 2024UK£25.2bUK£67.9bUK£1.4b15.7x18x0.4x
Sat, 20 Jan 2024UK£26.8bUK£82.4bUK£1.6b13.5x16.7x0.3x
Mon, 18 Dec 2023UK£32.6bUK£82.7bUK£1.6b15.1x20.3x0.4x
Wed, 15 Nov 2023UK£30.0bUK£83.0bUK£1.1b14.5x28.2x0.4x
Fri, 13 Oct 2023UK£28.7bUK£83.1bUK£1.0b11.8x27.3x0.3x
Sun, 10 Sep 2023UK£29.6bUK£82.2bUK£1.2b11.5x25.6x0.4x
Tue, 08 Aug 2023UK£31.1bUK£82.6bUK£1.2b13.1x26.6x0.4x
Thu, 06 Jul 2023UK£29.7bUK£82.4bUK£935.7m11.4x31.8x0.4x
Sat, 03 Jun 2023UK£31.1bUK£82.6bUK£982.6m10.3x31.6x0.4x
Price to Earnings Ratio

31.6x


Total Market Cap: UK£31.1bTotal Earnings: UK£982.6mTotal Revenue: UK£82.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 21.6x202420252026
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 15.3x which is lower than its 3-year average PE of 21.6x.
  • 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 12% 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 Market1.80%
Consumer Discretionary1.67%
Specialty Stores5.12%
Apparel Retail14.97%
Specialty Stores5.59%
Home Improvement Retail5.39%
Home Furnishing Retail5.27%
Computer and Electronics Retail2.06%
Automotive Retail0.11%
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 75% over the next 5 years.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 6.7% 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£0.817.6%
+UK£277.8m		-2.8%PE9x
KGF KingfisherUK£2.975.7%
+UK£266.7m		0.5%PE20.3x
WOSG Watches of Switzerland GroupUK£6.887.3%
+UK£109.7m		68.1%PE23.1x
FRAS Frasers GroupUK£7.393.4%
+UK£105.5m		1.9%PE7.4x
DNLM Dunelm GroupUK£7.945.6%
+UK£84.6m		-31.8%PE10.7x

Latest News

WOSG
UK£6.88
Watches of Switzerland Group
7D
7.3%
1Y
68.1%
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£0.81
JD Sports Fashion
7D
7.6%
1Y
-2.8%
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£2.97
Kingfisher
7D
5.7%
1Y
0.5%
ASC
UK£2.58
ASOS
7D
11.7%
1Y
-18.1%
MOTR
UK£1.21
Motorpoint Group
7D
-7.3%
1Y
-15.1%
SMWH
UK£5.06
WH Smith
7D
5.9%
1Y
-52.6%
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.
DNLM
UK£7.94
Dunelm Group
7D
5.6%
1Y
-31.8%
Narrative Update • May 01

DNLM: Share Repurchases And Dividend Policy Will Support Future Multiple Re Rating

Analysts have trimmed their fair value estimate for Dunelm Group by about £0.60 per share, reflecting slightly more cautious assumptions on growth, margins and P/E, even as recent research includes both a reduced target from Berenberg and upgrades from JPMorgan and Jefferies. Analyst Commentary Recent research on Dunelm Group presents a mix of optimism and caution, with some price targets trimmed and others upgraded, all contributing to a more balanced view of valuation and execution risk.
MTC
UK£0.0085
Mothercare
7D
-2.9%
1Y
-68.2%
MOON
UK£2.14
Moonpig Group
7D
3.9%
1Y
-14.7%
FRAS
UK£7.39
Frasers Group
7D
3.4%
1Y
1.9%
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...