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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies26
  • 7D-0.3%
  • 3M0.9%
  • 1Y-4.7%
  • YTD-3.5%

The Specialty Stores is pretty flat in the last 7 days, but Frasers Group has stood out, gaining 5.1%. Unfortunately though, the industry is down 4.7% over the past 12 months. Looking forward, 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
Thu, 11 Jun 2026UK£21.2bUK£62.7bUK£1.4b13x15.4x0.3x
Sat, 09 May 2026UK£20.0bUK£62.6bUK£1.4b11.9x14.4x0.3x
Mon, 06 Apr 2026UK£19.4bUK£62.4bUK£1.4b10.9x13.5x0.3x
Wed, 04 Mar 2026UK£21.7bUK£62.2bUK£1.3b13.9x16.2x0.3x
Fri, 30 Jan 2026UK£22.6bUK£62.2bUK£1.4b13.8x16.7x0.4x
Sun, 28 Dec 2025UK£22.1bUK£62.2bUK£1.4b14.9x16.3x0.4x
Tue, 25 Nov 2025UK£21.2bUK£62.0bUK£1.2b15.5x17.8x0.3x
Thu, 23 Oct 2025UK£23.5bUK£62.1bUK£1.2b17x19.7x0.4x
Sat, 20 Sep 2025UK£21.3bUK£61.0bUK£1.2b22.6x18.3x0.3x
Mon, 18 Aug 2025UK£22.3bUK£62.3bUK£907.2m23.3x24.6x0.4x
Wed, 16 Jul 2025UK£22.3bUK£62.7bUK£936.4m23.6x23.8x0.4x
Fri, 13 Jun 2025UK£23.1bUK£62.2bUK£944.7m23.8x24.5x0.4x
Sun, 11 May 2025UK£23.4bUK£61.5bUK£800.5m19.7x29.2x0.4x
Tue, 08 Apr 2025UK£18.9bUK£61.7bUK£809.1m16.8x23.4x0.3x
Thu, 06 Mar 2025UK£20.9bUK£61.8bUK£968.0m12.8x21.6x0.3x
Sat, 01 Feb 2025UK£22.9bUK£62.4bUK£969.6m14x23.6x0.4x
Mon, 30 Dec 2024UK£22.9bUK£62.4bUK£965.9m14.1x23.7x0.4x
Wed, 27 Nov 2024UK£24.1bUK£62.7bUK£1.0b16.1x23.3x0.4x
Fri, 25 Oct 2024UK£27.7bUK£63.1bUK£1.2b17.5x22.5x0.4x
Sun, 22 Sep 2024UK£29.0bUK£62.6bUK£1.5b17.1x19.9x0.5x
Tue, 20 Aug 2024UK£26.8bUK£62.7bUK£1.5b16.4x18.4x0.4x
Thu, 18 Jul 2024UK£25.6bUK£62.8bUK£1.6b17.5x16x0.4x
Sat, 15 Jun 2024UK£25.0bUK£63.6bUK£1.7b14x15.1x0.4x
Mon, 13 May 2024UK£25.0bUK£63.5bUK£1.3b15.2x19.7x0.4x
Wed, 10 Apr 2024UK£25.6bUK£67.7bUK£1.4b14.4x18.1x0.4x
Fri, 08 Mar 2024UK£25.0bUK£67.9bUK£1.4b15.6x17.8x0.4x
Sun, 04 Feb 2024UK£27.0bUK£82.4bUK£1.6b13.9x16.8x0.3x
Tue, 02 Jan 2024UK£32.3bUK£82.7bUK£1.6b14.6x20.1x0.4x
Thu, 30 Nov 2023UK£30.7bUK£82.8bUK£1.1b12.6x28.9x0.4x
Sat, 28 Oct 2023UK£27.3bUK£83.1bUK£1.0b12.6x26.2x0.3x
Mon, 25 Sep 2023UK£30.1bUK£82.6bUK£1.1b12.7x28.5x0.4x
Wed, 23 Aug 2023UK£30.1bUK£82.6bUK£1.2b11.8x25.7x0.4x
Fri, 21 Jul 2023UK£31.7bUK£82.2bUK£993.8m11.9x31.9x0.4x
Sun, 18 Jun 2023UK£30.3bUK£82.5bUK£912.4m9.9x33.2x0.4x
Price to Earnings Ratio

33.2x


Total Market Cap: UK£30.3bTotal Earnings: UK£912.4mTotal Revenue: UK£82.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 21.4x202420252026
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 15.4x which is lower than its 3-year average PE of 21.4x.
  • 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 15% 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-1.85%
Consumer Discretionary0.89%
Specialty Stores-0.30%
Apparel Retail4.64%
Home Furnishing Retail0.74%
Computer and Electronics Retail0.59%
Automotive Retail0.085%
Home Improvement Retail-0.61%
Specialty Stores-0.69%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 19.4x.
    • 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 77% over the next 5 years.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 6.4% 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
FRAS Frasers GroupUK£7.715.1%
+UK£161.4m		7.5%PE7.7x
JD. JD Sports FashionUK£0.863.5%
+UK£139.5m		7.6%PE9.5x
ASC ASOSUK£2.7911.6%
+UK£34.7m		-11.6%PS0.1x
CURY CurrysUK£1.502.1%
+UK£32.2m		21.3%PE11.8x
DNLM Dunelm GroupUK£7.771.8%
+UK£27.2m		-34.1%PE10.5x

Latest News

FRAS
UK£7.71
Frasers Group
7D
5.1%
1Y
7.5%
SMWH
UK£4.13
WH Smith
7D
-18.1%
1Y
-61.5%
MOTR
UK£1.26
Motorpoint Group
7D
-3.5%
1Y
-22.8%
ASC
UK£2.79
ASOS
7D
11.6%
1Y
-11.6%
WOSG
UK£7.01
Watches of Switzerland Group
7D
-1.7%
1Y
61.5%
Narrative Update • Jun 08

WOSG: Revised Outlook Suggests U.S. Expansion Will Drive Future Upside

Analysts have lifted the fair value estimate for Watches of Switzerland Group from £6.40 to £8.25 and referenced the recent increase in Street price targets to £6.50 as support, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples under a slightly lower discount rate. What's in the News No recent company specific news items, periodical coverage, or key developments were provided for Watches of Switzerland Group in the supplied sources.
JD.
UK£0.86
JD Sports Fashion
7D
3.5%
1Y
7.6%
Narrative Update • Jun 07

JD.: More Conservative P/E Assumptions Will Still Support Future Upside

Narrative update on JD Sports Fashion Analysts have trimmed their fair value estimate and lowered the implied price target for JD Sports Fashion by £0.05 to £0.83. They attribute this change to more cautious assumptions on revenue growth, profit margins and future P/E multiples, following recent target cuts from several firms.
DEBS
UK£0.23
boohoo group
7D
4.5%
1Y
4.5%
Narrative Update • Jun 07

DEBS: AI Commerce Partnership Will Drive Future Upside Potential

Analysts have adjusted their fair value price target for boohoo group to £0.29, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. This Narrative Update explains what has changed in that framework.
CURY
UK£1.50
Currys
7D
2.1%
1Y
21.3%
Narrative Update • Jun 04

CURY: Revised Fair Value And Leadership Transition Will Support Future Share Upside

Analysts have trimmed the fair value estimate for Currys to £2.10 from £2.15, reflecting lower revenue growth and profit margin assumptions, along with a higher future P/E and recent cuts to Street price targets to £205 and £150. Analyst Commentary Recent Street commentary on Currys highlights a mix of caution and selective optimism, with some bullish analysts still seeing upside potential relative to current trading levels.
KGF
UK£2.80
Kingfisher
7D
-1.2%
1Y
2.4%
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.
TPT
UK£0.35
Topps Tiles
7D
-4.4%
1Y
-2.0%
AO.
UK£0.92
AO World
7D
-0.2%
1Y
-2.9%
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.
DNLM
UK£7.77
Dunelm Group
7D
1.8%
1Y
-34.1%
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.
VIC
UK£0.80
Victorian Plumbing Group
7D
-1.2%
1Y
2.0%
Analysis Article • May 26

Shareholders Can Be Confident That Victorian Plumbing Group's (LON:VIC) Earnings Are High Quality

Even though Victorian Plumbing Group plc's ( LON:VIC ) recent earnings release was robust, the market didn't seem to...
SHOE
UK£0.50
Shoe Zone
7D
-13.0%
1Y
-52.4%
DFS
UK£1.27
DFS Furniture
7D
5.8%
1Y
-23.7%
HFD
UK£1.85
Halfords Group
7D
4.8%
1Y
6.9%