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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedJul 22, 2024
DataAggregated Company Financials
Companies30
  • 7D2.8%
  • 3M5.8%
  • 1Y-6.9%
  • YTD-6.8%

Dunelm Group is up 8.3%, leading the way for the Specialty Stores industry, which has gained 2.8%. In the past year, the industry is down 6.9%. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Jul 2024UK£26.2bUK£62.7bUK£1.5b17.8x18x0.4x
Thu, 20 Jun 2024UK£25.2bUK£63.6bUK£1.7b14.9x15.2x0.4x
Sat, 18 May 2024UK£25.4bUK£63.8bUK£1.3b15.1x20x0.4x
Mon, 15 Apr 2024UK£25.3bUK£67.7bUK£1.4b14.5x17.9x0.4x
Wed, 13 Mar 2024UK£25.0bUK£67.9bUK£1.4b15.2x17.8x0.4x
Fri, 09 Feb 2024UK£23.8bUK£67.9bUK£1.4b13.8x17x0.4x
Sun, 07 Jan 2024UK£28.8bUK£82.7bUK£1.6b14.1x17.9x0.3x
Tue, 05 Dec 2023UK£31.3bUK£82.9bUK£1.1b12.7x29.5x0.4x
Thu, 02 Nov 2023UK£27.8bUK£83.1bUK£1.0b13x26.7x0.3x
Sat, 30 Sep 2023UK£29.9bUK£82.8bUK£1.1b12.6x28.1x0.4x
Mon, 28 Aug 2023UK£29.6bUK£82.8bUK£1.2b11.5x25.5x0.4x
Wed, 26 Jul 2023UK£31.4bUK£82.2bUK£993.8m11.8x31.6x0.4x
Fri, 23 Jun 2023UK£30.3bUK£82.7bUK£897.9m10.7x33.7x0.4x
Sun, 21 May 2023UK£31.6bUK£82.5bUK£984.1m10.9x32.1x0.4x
Tue, 18 Apr 2023UK£33.1bUK£81.2bUK£1.4b11.5x23.9x0.4x
Thu, 16 Mar 2023UK£30.4bUK£72.0bUK£1.8b10.5x17.2x0.4x
Sat, 11 Feb 2023UK£32.3bUK£72.0bUK£1.8b11.1x18x0.4x
Mon, 09 Jan 2023UK£29.4bUK£71.9bUK£1.8b10.1x16.2x0.4x
Wed, 07 Dec 2022UK£28.8bUK£71.7bUK£2.3b10.2x12.3x0.4x
Fri, 04 Nov 2022UK£24.9bUK£71.1bUK£2.3b6.8x10.8x0.4x
Sun, 02 Oct 2022UK£23.5bUK£69.7bUK£2.3b6.6x10.3x0.3x
Tue, 30 Aug 2022UK£25.6bUK£68.9bUK£2.5b8.1x10.4x0.4x
Thu, 28 Jul 2022UK£27.9bUK£68.8bUK£2.5b9x11.4x0.4x
Sat, 25 Jun 2022UK£26.5bUK£67.9bUK£2.1b8x12.9x0.4x
Mon, 23 May 2022UK£27.2bUK£66.3bUK£2.1b9.7x13.1x0.4x
Wed, 20 Apr 2022UK£30.4bUK£65.4bUK£2.0b10.1x15.1x0.5x
Fri, 18 Mar 2022UK£31.6bUK£65.9bUK£2.0b10.2x15.8x0.5x
Sun, 13 Feb 2022UK£35.6bUK£65.1bUK£2.0b11.1x17.9x0.5x
Tue, 11 Jan 2022UK£39.0bUK£65.2bUK£1.9b12.7x20.2x0.6x
Thu, 09 Dec 2021UK£39.6bUK£64.7bUK£1.8b12.1x21.5x0.6x
Sat, 06 Nov 2021UK£38.2bUK£64.4bUK£1.6b10.4x24.5x0.6x
Mon, 04 Oct 2021UK£37.0bUK£63.6bUK£1.5b11.1x24.7x0.6x
Wed, 01 Sep 2021UK£37.9bUK£60.0bUK£825.7m13.2x45.9x0.6x
Price to Earnings Ratio

44.5x


Total Market Cap: UK£36.7bTotal Earnings: UK£825.7mTotal Revenue: UK£60.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 21x202220232024
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 18.0x which is lower than its 3-year average PE of 21.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.44x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 21% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market-0.46%
Consumer Discretionary-0.065%
Specialty Stores2.80%
Home Furnishing Retail7.90%
Specialty Stores3.07%
Home Improvement Retail1.83%
Computer and Electronics Retail-0.47%
Automotive Retail-0.48%
Apparel Retail-0.82%
Industry PE
  • Investors are most optimistic about the Computer and Electronics Retail industry which is trading above its 3-year average PE ratio of 14.2x.
    • Analysts are expecting annual earnings growth of 18.9%, which is lower than the prior year's growth of 298.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 71% over the next 5 years.
  • This is better than its past earnings growth rate of 50% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 8.7% 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
DNLM Dunelm GroupUK£12.078.3%
+UK£186.0m		7.9%PE16.3x
FRAS Frasers GroupUK£8.854.9%
+UK£179.7m		16.4%PE9.7x
JD. JD Sports FashionUK£1.172.2%
+UK£129.6m		-25.4%PE11.3x
KGF KingfisherUK£2.742.3%
+UK£112.9m		12.8%PE14.5x
SMWH WH SmithUK£12.755.0%
+UK£79.2m		-15.1%PE25.9x
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