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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedSep 13, 2025
DataAggregated Company Financials
Companies26
  • 7D-3.1%
  • 3M-4.9%
  • 1Y-21.7%
  • YTD-3.0%

Over the last 7 days, the Specialty Stores industry has dropped 3.1%, driven by Dunelm Group declining 14%. On the other hand Currys is actually up 5.1%. However, the industry is down 22% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Sep 2025UK£21.2bUK£61.0bUK£1.2b20.9x18.3x0.3x
Mon, 11 Aug 2025UK£22.5bUK£62.3bUK£907.2m23.3x24.8x0.4x
Wed, 09 Jul 2025UK£22.9bUK£62.7bUK£936.4m24.1x24.5x0.4x
Fri, 06 Jun 2025UK£23.4bUK£62.2bUK£943.4m23x24.8x0.4x
Sun, 04 May 2025UK£22.3bUK£61.5bUK£793.5m18.1x28.2x0.4x
Tue, 01 Apr 2025UK£20.1bUK£61.7bUK£809.1m17x24.9x0.3x
Thu, 27 Feb 2025UK£21.7bUK£61.8bUK£968.0m13.1x22.4x0.4x
Sat, 25 Jan 2025UK£21.8bUK£62.4bUK£962.9m12.8x22.6x0.3x
Mon, 23 Dec 2024UK£23.1bUK£62.4bUK£970.6m14.2x23.8x0.4x
Wed, 20 Nov 2024UK£25.5bUK£62.7bUK£1.0b16.9x24.6x0.4x
Fri, 18 Oct 2024UK£28.4bUK£63.1bUK£1.2b18.1x23.1x0.5x
Sun, 15 Sep 2024UK£28.2bUK£62.7bUK£1.5b16.5x19.4x0.4x
Tue, 13 Aug 2024UK£25.7bUK£62.7bUK£1.5b16.3x17.7x0.4x
Thu, 11 Jul 2024UK£25.0bUK£62.8bUK£1.6b17.2x15.7x0.4x
Sat, 08 Jun 2024UK£26.1bUK£63.8bUK£1.7b14.6x15.7x0.4x
Mon, 06 May 2024UK£24.3bUK£63.6bUK£1.3b15.6x18.3x0.4x
Wed, 03 Apr 2024UK£25.9bUK£67.7bUK£1.4b14.4x18.4x0.4x
Fri, 01 Mar 2024UK£25.3bUK£67.9bUK£1.4b15.5x18x0.4x
Sun, 28 Jan 2024UK£27.7bUK£82.4bUK£1.6b14.3x17.3x0.3x
Tue, 26 Dec 2023UK£32.3bUK£82.7bUK£1.6b14.9x20.1x0.4x
Thu, 23 Nov 2023UK£30.1bUK£83.0bUK£1.1b13.9x28.2x0.4x
Sat, 21 Oct 2023UK£27.5bUK£83.1bUK£1.0b11.3x26.2x0.3x
Mon, 18 Sep 2023UK£29.9bUK£82.2bUK£1.1b12.2x26.2x0.4x
Wed, 16 Aug 2023UK£31.2bUK£82.6bUK£1.2b12.2x26.7x0.4x
Fri, 14 Jul 2023UK£30.5bUK£82.0bUK£986.0m12.3x31x0.4x
Sun, 11 Jun 2023UK£30.3bUK£82.6bUK£921.7m10.5x32.9x0.4x
Tue, 09 May 2023UK£32.8bUK£81.4bUK£1.4b10.9x23x0.4x
Thu, 06 Apr 2023UK£32.3bUK£81.0bUK£1.4b11x23.2x0.4x
Sat, 04 Mar 2023UK£32.9bUK£72.0bUK£1.8b11.2x18.6x0.5x
Mon, 30 Jan 2023UK£31.3bUK£72.0bUK£1.8b11.1x17.5x0.4x
Wed, 28 Dec 2022UK£26.7bUK£71.9bUK£1.8b9.7x14.7x0.4x
Fri, 25 Nov 2022UK£29.1bUK£71.5bUK£2.4b8.2x12.4x0.4x
Sun, 23 Oct 2022UK£23.0bUK£69.9bUK£2.3b6.5x10.1x0.3x
Tue, 20 Sep 2022UK£26.9bUK£69.1bUK£2.5b7.8x10.9x0.4x
Price to Earnings Ratio

10.9x


Total Market Cap: UK£26.9bTotal Earnings: UK£2.5bTotal Revenue: UK£69.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 22.1x202320242025
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 18.3x which is lower than its 3-year average PE of 22.1x.
  • 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 22% per year over the last three years,
  • Revenues have also declined 4.0% 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 Market0.64%
Consumer Discretionary-0.62%
Specialty Stores-3.14%
Computer and Electronics Retail2.72%
Automotive Retail-0.058%
Specialty Stores-1.91%
Apparel Retail-2.64%
Home Improvement Retail-3.19%
Home Furnishing Retail-12.38%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 15.7x.
    • Analysts are expecting annual earnings growth of 18.2%, which is higher than its past year's earnings decline of 43.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 70% over the next 5 years.
  • This is better than its past earnings decline of 82% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 12% 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
CURY CurrysUK£1.355.1%
+UK£67.2m		70.6%PE13.4x
WOSG Watches of Switzerland GroupUK£3.582.1%
+UK£17.5m		-8.6%PE15.8x
VTU Vertu MotorsUK£0.623.5%
+UK£6.5m		-6.2%PE10.7x
ANG Angling DirectUK£0.538.2%
+UK£2.9m		45.2%PE27.1x
CARD Card FactoryUK£1.060.6%
+UK£2.1m		-18.3%PE7.8x

Latest News

DNLM
UK£10.59
Dunelm Group
7D
-13.6%
1Y
-14.0%
CURY
UK£1.35
Currys
7D
5.1%
1Y
70.6%

Cost Discipline, Automation, And Shareholder Returns Will Improve Future Prospects In GB Specialty Retail

The modest increase in Currys' consensus price target to £1.54 reflects improved revenue growth expectations and a lower discount rate, supporting a slightly higher fair value. What's in the News The Board of Directors has authorized a buyback plan.
WOSG
UK£3.58
Watches of Switzerland Group
7D
2.1%
1Y
-8.6%

Watches of Switzerland Group (LON:WOSG) Has A Pretty Healthy Balance Sheet

Sep 08
Watches of Switzerland Group (LON:WOSG) Has A Pretty Healthy Balance Sheet
DFS
UK£1.44
DFS Furniture
7D
-4.3%
1Y
20.6%
DEBS
UK£0.13
boohoo group
7D
-6.1%
1Y
-55.6%

Digital-first Model Will Yield Cost Savings And Streamlined Operations

Analysts have lowered Boohoo Group’s price target from £0.252 to £0.221, citing weak UK consumer demand, structural pressures in UK retail, and concerns that the company’s shift to marketplace and capital-lite models has not shown sufficient progress beyond Debenhams to offset these headwinds. Analyst Commentary Pivot to a capital-lite, marketplace model showing success at Debenhams but not broadly at Boohoo Weaker UK consumer demand is impacting revenue outlook Structural pressures within the UK retail sector remain Ongoing challenges in scaling new business models Concerns that positive developments are not sufficient to offset macro headwinds What's in the News Debenhams Group (formerly Boohoo Group) is considering selling its PrettyLittleThing brand as part of a major turnaround strategy.
VTU
UK£0.62
Vertu Motors
7D
3.5%
1Y
-6.2%
MOON
UK£1.99
Moonpig Group
7D
0.3%
1Y
-2.9%
JD.
UK£0.91
JD Sports Fashion
7D
-4.2%
1Y
-39.2%

Hibbett Acquisition And Finish Line Conversion Propel Sporting Retailer's North American Growth

Analysts have raised JD Sports Fashion’s price target from £1.15 to £1.18, citing improved earnings visibility, stronger margin recovery, positive trading trends, and enhanced confidence in international expansion despite lingering cost and macroeconomic concerns. Analyst Commentary Bullish analysts cite improved earnings visibility and stronger margin recovery as key drivers for upward revisions.
AO.
UK£0.83
AO World
7D
-3.8%
1Y
-23.9%
CARD
UK£1.06
Card Factory
7D
0.6%
1Y
-18.3%
ANG
UK£0.53
Angling Direct
7D
8.2%
1Y
45.2%
KGF
UK£2.44
Kingfisher
7D
-3.6%
1Y
-14.1%

What You Can Learn From Kingfisher plc's (LON:KGF) P/E

Aug 16
What You Can Learn From Kingfisher plc's (LON:KGF) P/E
PETS
UK£2.25
Pets at Home Group
7D
-2.0%
1Y
-25.9%
ASC
UK£2.76
ASOS
7D
-2.8%
1Y
-36.7%
MTC
UK£0.029
Mothercare
7D
3.5%
1Y
-26.4%