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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJul 12, 2026
DataAggregated Company Financials
Companies26
  • 7D-0.7%
  • 3M6.3%
  • 1Y-1.1%
  • YTD-1.8%

The Specialty Stores industry has stayed flat over the last week. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Jul 2026UK£21.5bUK£63.1bUK£1.5b13.2x14.3x0.3x
Tue, 09 Jun 2026UK£21.2bUK£62.7bUK£1.4b12.9x15.4x0.3x
Thu, 07 May 2026UK£19.6bUK£62.3bUK£1.5b11.9x13.4x0.3x
Sat, 04 Apr 2026UK£19.4bUK£62.4bUK£1.4b10.9x13.5x0.3x
Mon, 02 Mar 2026UK£23.4bUK£62.2bUK£1.3b14.5x17.4x0.4x
Wed, 28 Jan 2026UK£22.8bUK£62.2bUK£1.4b14.1x16.8x0.4x
Fri, 26 Dec 2025UK£22.1bUK£62.2bUK£1.4b15x16.3x0.4x
Sun, 23 Nov 2025UK£21.2bUK£62.2bUK£1.2b15.5x17.8x0.3x
Tue, 21 Oct 2025UK£22.7bUK£62.1bUK£1.2b16.3x19.1x0.4x
Thu, 18 Sep 2025UK£21.7bUK£61.0bUK£1.2b21.5x18.7x0.4x
Sat, 16 Aug 2025UK£22.3bUK£62.3bUK£907.2m23.3x24.6x0.4x
Mon, 14 Jul 2025UK£22.7bUK£62.7bUK£936.4m23.6x24.2x0.4x
Wed, 11 Jun 2025UK£23.2bUK£62.2bUK£943.4m22.1x24.6x0.4x
Fri, 09 May 2025UK£23.1bUK£61.5bUK£800.5m19.5x28.8x0.4x
Sun, 06 Apr 2025UK£19.6bUK£61.7bUK£809.1m17.3x24.2x0.3x
Tue, 04 Mar 2025UK£21.3bUK£61.8bUK£968.0m12.8x22x0.3x
Thu, 30 Jan 2025UK£22.3bUK£62.4bUK£969.6m13.4x23x0.4x
Sat, 28 Dec 2024UK£22.9bUK£62.4bUK£970.6m14.1x23.6x0.4x
Mon, 25 Nov 2024UK£24.5bUK£62.7bUK£1.0b16.2x23.7x0.4x
Wed, 23 Oct 2024UK£27.8bUK£63.1bUK£1.2b17.5x22.6x0.4x
Fri, 20 Sep 2024UK£29.8bUK£62.6bUK£1.5b17.6x20.5x0.5x
Sun, 18 Aug 2024UK£26.5bUK£62.7bUK£1.5b16.3x18.2x0.4x
Tue, 16 Jul 2024UK£25.5bUK£62.8bUK£1.6b17.8x15.9x0.4x
Thu, 13 Jun 2024UK£25.6bUK£63.8bUK£1.7b14.6x15.4x0.4x
Sat, 11 May 2024UK£25.0bUK£63.5bUK£1.3b15.2x19.7x0.4x
Mon, 08 Apr 2024UK£25.6bUK£67.7bUK£1.4b14.4x18.1x0.4x
Wed, 06 Mar 2024UK£24.9bUK£67.9bUK£1.4b15.3x17.8x0.4x
Fri, 02 Feb 2024UK£27.1bUK£82.4bUK£1.6b13.9x16.9x0.3x
Sun, 31 Dec 2023UK£32.3bUK£82.7bUK£1.6b14.6x20.1x0.4x
Tue, 28 Nov 2023UK£30.0bUK£82.7bUK£1.1b13.4x27.8x0.4x
Thu, 26 Oct 2023UK£27.4bUK£83.1bUK£1.0b11.3x26.1x0.3x
Sat, 23 Sep 2023UK£30.0bUK£82.6bUK£1.1b12.7x28.4x0.4x
Mon, 21 Aug 2023UK£30.5bUK£82.6bUK£1.2b11.9x26.1x0.4x
Wed, 19 Jul 2023UK£31.0bUK£82.2bUK£993.8m11.9x31.2x0.4x
Price to Earnings Ratio

31.2x


Total Market Cap: UK£31.0bTotal Earnings: UK£993.8mTotal Revenue: UK£82.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 20.9x202420252026
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 14.3x which is lower than its 3-year average PE of 20.9x.
  • 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 8.4% 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-1.66%
Consumer Discretionary-0.70%
Specialty Stores-0.66%
Apparel Retail10.92%
Home Furnishing Retail1.93%
Automotive Retail0.30%
Specialty Stores-0.31%
Computer and Electronics Retail-1.00%
Home Improvement Retail-3.12%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 19.6x.
    • Analysts are expecting annual earnings growth of 13.4%, 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 67% over the next 5 years.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 2.3% 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£0.841.3%
+UK£52.9m		-4.4%PE9.2x
ASC ASOSUK£3.5311.0%
+UK£41.9m		11.7%PS0.2x
PETS Pets at Home GroupUK£1.903.7%
+UK£27.7m		-21.8%PE13.4x
DFS DFS FurnitureUK£1.415.6%
+UK£17.4m		-15.1%PE9.3x
DNLM Dunelm GroupUK£8.091.1%
+UK£17.1m		-28.2%PE10.9x

Latest News

PETS
UK£1.90
Pets at Home Group
7D
3.7%
1Y
-21.8%
HFD
UK£2.36
Halfords Group
7D
-0.6%
1Y
61.7%
Narrative Update • Jul 10

HFD: Richer Dividend Outlook Will Likely Mask Softer Profitability Assumptions

Analysts have lifted their fair value estimate for Halfords Group from £1.44 to about £1.73, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples reflected in recent research commentary. What’s in the News for Halfords Group Halfords Group plc has announced an FY26 final dividend recommendation of 6.0 pence per share for the financial period ended 3 April 2026, compared with 5.8 pence per share for FY25.
PROC
UK£0.50
ProCook Group
7D
7.1%
1Y
12.7%
DNLM
UK£8.09
Dunelm Group
7D
1.1%
1Y
-28.2%
Narrative Update • Jul 09

DNLM: Softer Consumer Backdrop Will Shape A More Measured Outlook

The latest Narrative Update on Dunelm Group reflects a reduced analyst price target to £850 from £1,200, as analysts incorporate softer UK consumer confidence and slower recent retail spending into lower fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent analyst commentary around Dunelm Group points to a more cautious tone, with price targets reset and ratings trimmed as weaker UK consumer confidence and slower retail spending are factored into valuation models.
ASC
UK£3.53
ASOS
7D
11.0%
1Y
11.7%
CURY
UK£1.60
Currys
7D
0.5%
1Y
35.6%
KGF
UK£2.75
Kingfisher
7D
-3.0%
1Y
-0.4%
Narrative Update • Jul 07

KGF: Execution And Leadership Uncertainty Will Pressure Future Share Returns

Kingfisher's analyst price target has been trimmed by £0.10. This reflects modestly lower fair value assumptions and revenue growth expectations, partly balanced by slightly firmer profit margin and P/E inputs cited by recent analysts.
DEBS
UK£0.24
boohoo group
7D
-2.0%
1Y
21.7%
Narrative Update • Jul 07

DEBS: Future Cash Savings From US Exit Will Likely Prove Overhyped

Analysts have lifted their fair value estimate for boohoo group from £0.11 to £0.20, citing adjusted assumptions around discount rates, revenue trends, profit margins, and a higher future P/E multiple as the key drivers of the change. What’s in the News for boohoo group Boohoo Group Plc completed the sublease of its 1.1 million sq.
JD.
UK£0.84
JD Sports Fashion
7D
1.3%
1Y
-4.4%
Narrative Update • Jul 06

JD.: Reset Expectations And Margin Improvements Will Support Future Upside

Analysts have trimmed their fair value estimate for JD Sports Fashion by about £0.12 per share, reflecting slightly lower revenue growth expectations, a reduced future P/E assumption, and a lower Street price target range around £0.83 to £0.90 that still factors in improved profit margin forecasts and a somewhat lower discount rate. Analyst Commentary Recent Street research on JD Sports Fashion points to a more cautious but still balanced view, with several large firms highlighting both execution risk and potential support for the share price.
WOSG
UK£7.20
Watches of Switzerland Group
7D
-4.3%
1Y
97.9%
Narrative Update • Jul 06

WOSG: U.S. Luxury Dependence Will Likely Restrict Future Upside Potential

The analyst price target for Watches of Switzerland Group has been raised to £6.62 from £5.41, with analysts pointing to supportive U.S. luxury trends, a favorable brand mix, and scope for earnings upgrades following recent target increases at £6.50 and £8.50. Analyst Commentary Recent Street research on Watches of Switzerland Group highlights a mix of optimism on growth opportunities and some caution around execution and valuation, giving you a fuller picture of how professionals are framing the stock today.
FRAS
UK£7.48
Frasers Group
7D
-1.3%
1Y
13.9%
AO.
UK£0.91
AO World
7D
-5.6%
1Y
-7.3%
Narrative Update • Jul 01

AO.: Dividend And Buybacks Will Support Higher Future Earnings Multiple

Analysts have trimmed their fair value estimate for AO World from £1.37 to £1.25, reflecting updated assumptions for revenue growth, profit margins and future P/E that now point to a more cautious outlook on the stock's potential. What’s in the News for AO World AO World announced a special dividend of 1.75 pence per ordinary share, scheduled to be paid on 31 July 2026 to shareholders on the register at close of business on 10 July 2026.
WIX
UK£1.87
Wickes Group
7D
-3.1%
1Y
-17.0%
VTU
UK£0.75
Vertu Motors
7D
1.4%
1Y
21.0%
VIC
UK£0.77
Victorian Plumbing Group
7D
-7.2%
1Y
5.8%
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...
DFS
UK£1.41
DFS Furniture
7D
5.6%
1Y
-15.1%