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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedApr 15, 2026
DataAggregated Company Financials
Companies26
  • 7D7.2%
  • 3M-7.1%
  • 1Y3.2%
  • YTD-6.7%

In the last week, the Specialty Stores industry is up 7.2%, with JD Sports Fashion up 2.9%. In the last 12 months, the industry was up 3.2%. 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£1.4b11.7x14.4x0.3x
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 14.4x 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 Market2.94%
Consumer Discretionary2.98%
Specialty Stores7.19%
Computer and Electronics Retail7.94%
Home Improvement Retail7.42%
Specialty Stores7.32%
Home Furnishing Retail6.96%
Apparel Retail4.14%
Automotive Retail3.05%
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
JD. JD Sports FashionUK£0.762.9%
+UK£104.8m		3.5%PE7.2x
WOSG Watches of Switzerland GroupUK£5.073.0%
+UK£35.0m		45.7%PE17.1x
KGF KingfisherUK£3.040.3%
+UK£16.8m		14.4%PE20.8x
VIC Victorian Plumbing GroupUK£0.796.0%
+UK£14.7m		-20.8%PE20.1x
DNLM Dunelm GroupUK£8.480.7%
+UK£11.1m		-10.5%PE11.4x

Latest News

AO.
UK£0.90
AO World
7D
-1.1%
1Y
-5.3%

AO.: Updated Guidance And Steady Fair Value Will Support Future Upside

Analysts have kept AO World's fair value estimate steady at £1.53, with updated assumptions that reflect slightly revised views on discount rate, revenue growth, profit margin and future P/E, rather than a clear shift in overall conviction. What's in the News AO World issued earnings guidance for the full year to 31 March 2026, outlining expectations for the period.
DNLM
UK£8.48
Dunelm Group
7D
0.7%
1Y
-10.5%

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£2.18
Wickes Group
7D
-1.6%
1Y
18.5%
DEBS
UK£0.17
boohoo group
7D
-4.2%
1Y
-15.2%

DEBS: Equity Raise And Asset Light Turnaround Plan Will Support Bullish Outlook

Analysts have lifted their price target for boohoo group to £0.29 from £0.24, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and a higher future P/E multiple. What's in the News Completed a follow-on equity offering of £40 million through the issue of 160,277,779 ordinary shares at £0.18 under Regulation S, with a subsequent direct listing feature (Key Developments).
JD.
UK£0.76
JD Sports Fashion
7D
2.9%
1Y
3.5%

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£6.17
WH Smith
7D
1.0%
1Y
-34.5%
MOTR
UK£1.32
Motorpoint Group
7D
-2.2%
1Y
2.3%
CARD
UK£0.65
Card Factory
7D
-2.0%
1Y
-30.0%

CARD: Future Returns Will Rely On Stable Margins And Revenue Expectations

Card Factory's analyst price target has been restated at £0.75 per share, with analysts citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E as the basis for the unchanged valuation. Valuation Changes Fair Value: unchanged at £0.75 per share, indicating the latest inputs leave the overall valuation level the same.
TPT
UK£0.37
Topps Tiles
7D
11.0%
1Y
14.8%
KGF
UK£3.04
Kingfisher
7D
0.3%
1Y
14.4%

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.
CURY
UK£1.33
Currys
7D
-0.7%
1Y
32.5%

CURY: Refreshed Discount Assumptions And Guidance Are Expected To Support Share Upside

Analysts have lifted their price target on Currys by £0.10, with the change supported by refreshed assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. Analyst Commentary Analysts raising the price target by £0.10 signals more confidence in how the refreshed assumptions compare with Currys' current share price.
WOSG
UK£5.07
Watches of Switzerland Group
7D
3.0%
1Y
45.7%

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).
VTU
UK£0.64
Vertu Motors
7D
4.5%
1Y
10.7%
VIC
UK£0.79
Victorian Plumbing Group
7D
6.0%
1Y
-20.8%
FRAS
UK£6.62
Frasers Group
7D
-0.7%
1Y
8.0%

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

Feb 16
Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down
HFD
UK£1.35
Halfords Group
7D
-1.3%
1Y
-3.2%

Halfords Group's (LON:HFD) Dividend Will Be £0.03

Dec 01
Halfords Group's (LON:HFD) Dividend Will Be £0.03