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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedOct 20, 2024
DataAggregated Company Financials
Companies31
  • 7D1.4%
  • 3M6.9%
  • 1Y17.0%
  • YTD0.3%

In the last week, the Specialty Stores industry is up 1.4%, with JD Sports Fashion up 4.2%. During this same period, the ASOS underperformed, falling 10%. This means that the industry has gained 17% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 20 Oct 2024UK£28.1bUK£63.1bUK£1.2b17.7x22.9x0.4x
Tue, 17 Sep 2024UK£28.6bUK£62.7bUK£1.5b16.4x19.6x0.5x
Thu, 15 Aug 2024UK£26.1bUK£62.7bUK£1.5b16.4x17.9x0.4x
Sat, 13 Jul 2024UK£25.9bUK£62.8bUK£1.6b17.9x16.2x0.4x
Mon, 10 Jun 2024UK£26.1bUK£63.8bUK£1.7b14.6x15.7x0.4x
Wed, 08 May 2024UK£24.6bUK£63.6bUK£1.3b15.2x18.5x0.4x
Fri, 05 Apr 2024UK£26.1bUK£67.7bUK£1.4b14.5x18.4x0.4x
Sun, 03 Mar 2024UK£25.4bUK£67.9bUK£1.4b15.6x18.1x0.4x
Tue, 30 Jan 2024UK£27.6bUK£82.4bUK£1.6b14.2x17.2x0.3x
Thu, 28 Dec 2023UK£32.5bUK£82.7bUK£1.6b14.9x20.2x0.4x
Sat, 25 Nov 2023UK£29.9bUK£82.7bUK£1.1b13.4x27.7x0.4x
Mon, 23 Oct 2023UK£27.5bUK£83.1bUK£1.0b11.3x26.2x0.3x
Wed, 20 Sep 2023UK£28.7bUK£82.2bUK£1.0b12x28.5x0.3x
Fri, 18 Aug 2023UK£31.0bUK£82.6bUK£1.2b11.9x26.5x0.4x
Sun, 16 Jul 2023UK£30.6bUK£82.2bUK£993.8m12.3x30.8x0.4x
Tue, 13 Jun 2023UK£30.4bUK£82.6bUK£921.7m10.5x33x0.4x
Thu, 11 May 2023UK£32.5bUK£81.6bUK£1.2b10.6x27x0.4x
Sat, 08 Apr 2023UK£32.3bUK£81.2bUK£1.4b11x23.3x0.4x
Mon, 06 Mar 2023UK£32.9bUK£72.0bUK£1.8b11.2x18.6x0.5x
Wed, 01 Feb 2023UK£31.6bUK£72.0bUK£1.8b11.1x17.6x0.4x
Fri, 30 Dec 2022UK£27.2bUK£71.9bUK£1.8b9.9x14.9x0.4x
Sun, 27 Nov 2022UK£29.0bUK£71.7bUK£2.3b9.6x12.4x0.4x
Tue, 25 Oct 2022UK£23.0bUK£69.9bUK£2.3b6.5x10.1x0.3x
Thu, 22 Sep 2022UK£26.7bUK£68.8bUK£2.3b7.8x11.6x0.4x
Sat, 20 Aug 2022UK£27.5bUK£68.8bUK£2.5b8.1x11.2x0.4x
Mon, 18 Jul 2022UK£27.0bUK£68.2bUK£2.1b8x12.6x0.4x
Wed, 15 Jun 2022UK£25.8bUK£66.6bUK£2.1b8.1x12.4x0.4x
Fri, 13 May 2022UK£27.4bUK£66.0bUK£2.1b9.9x13.3x0.4x
Sun, 10 Apr 2022UK£30.4bUK£65.4bUK£2.0b10.3x15.2x0.5x
Tue, 08 Mar 2022UK£28.6bUK£66.0bUK£2.0b9.4x14.3x0.4x
Thu, 03 Feb 2022UK£36.8bUK£65.0bUK£2.0b11.3x18.7x0.6x
Sat, 01 Jan 2022UK£39.4bUK£65.2bUK£1.9b12x20.4x0.6x
Mon, 29 Nov 2021UK£38.2bUK£64.7bUK£1.8b11.3x20.9x0.6x
Wed, 27 Oct 2021UK£37.4bUK£64.3bUK£1.6b10.3x24x0.6x
Price to Earnings Ratio

24x


Total Market Cap: UK£37.4bTotal Earnings: UK£1.6bTotal Revenue: UK£64.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 19.8x202220232024
Current Industry PE
  • Investors are optimistic on the British Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 22.9x which is higher than its 3-year average PE of 19.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.43x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 7.5% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

GB Market1.20%
Consumer Discretionary2.53%
Specialty Stores1.44%
Automotive Retail4.58%
Specialty Stores1.93%
Computer and Electronics Retail1.21%
Home Furnishing Retail1.06%
Home Improvement Retail0.78%
Apparel Retail-1.91%
Industry PE
  • Investors are most optimistic about the Computer and Electronics Retail industry which is trading above its 3-year average PE ratio of 16.9x.
    • Analysts are expecting annual earnings growth of 17.2%, 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 67% 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 13% 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£1.374.2%
+UK£285.1m
8.2%PE20.7x
MOON Moonpig GroupUK£2.5415.2%
+UK£115.5m
69.2%PE25.6x
FRAS Frasers GroupUK£8.261.8%
+UK£62.8m
4.6%PE9.1x
BWNG N Brown GroupUK£0.3939.6%
+UK£51.9m
102.1%PE73.1x
DNLM Dunelm GroupUK£12.131.1%
+UK£26.3m
19.0%PE16.2x
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Latest News

BOO

UK£0.29

boohoo group

7D

-5.6%

1Y

-4.2%

BWNG

UK£0.39

N Brown Group

7D

39.6%

1Y

102.1%

FRAS

UK£8.26

Frasers Group

7D

1.8%

1Y

4.6%

MRK

UK£0.58

Marks Electrical Group

7D

-2.5%

1Y

-35.0%

VTU

UK£0.65

Vertu Motors

7D

12.6%

1Y

-11.9%

VIC

UK£1.11

Victorian Plumbing Group

7D

6.3%

1Y

41.1%

JD.

UK£1.37

JD Sports Fashion

7D

4.2%

1Y

8.2%

DNLM

UK£12.13

Dunelm Group

7D

1.1%

1Y

19.0%

ANG

UK£0.36

Angling Direct

7D

-3.9%

1Y

10.6%

AO.

UK£1.09

AO World

7D

1.7%

1Y

32.0%

SMWH

UK£14.00

WH Smith

7D

0%

1Y

16.2%

ASC

UK£3.77

ASOS

7D

-10.2%

1Y

-5.3%