Narrative Update • Jun 18
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South Korean (KOSPI) Specialty Stores Industry Analysis
UpdatedJul 22, 2026
DataAggregated Company Financials
Companies24
- 7D-2.6%
- 3M-20.7%
- 1Y-28.5%
- YTD-17.6%
Over the last 7 days, the Specialty Stores industry has dropped 5.8%, driven by a pullback from Hotel ShillaLtd of 3.2%. On the other hand Exion Group is actually up 185%. However, the industry is down 29% over the past year. As for the next few years, earnings are expected to grow by 57% per annum.
Industry Valuation and Performance
Has the South Korean Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | ₩5.1t | ₩19.0t | -₩45,752,778,030.00 | 11.8x | -110.6x | 0.3x |
| Fri, 19 Jun 2026 | ₩5.9t | ₩18.9t | -₩53,410,110,450.00 | 16.2x | -109.9x | 0.3x |
| Sun, 17 May 2026 | ₩6.6t | ₩17.5t | -₩40,569,841,190.00 | 14.5x | -162.2x | 0.4x |
| Tue, 14 Apr 2026 | ₩5.9t | ₩17.4t | -₩35,049,537,190.00 | 13.4x | -167.7x | 0.3x |
| Thu, 12 Mar 2026 | ₩5.9t | ₩17.1t | ₩55.2b | 17.4x | 106.7x | 0.3x |
| Sat, 07 Feb 2026 | ₩6.4t | ₩17.0t | ₩12.1b | 18.4x | 525.9x | 0.4x |
| Mon, 05 Jan 2026 | ₩6.5t | ₩19.3t | ₩14.3b | 18.6x | 456.3x | 0.3x |
| Wed, 03 Dec 2025 | ₩6.9t | ₩19.3t | ₩3.6b | 32.2x | 1935.1x | 0.4x |
| Fri, 31 Oct 2025 | ₩6.8t | ₩19.0t | ₩119.3b | 15.5x | 56.9x | 0.4x |
| Sun, 28 Sep 2025 | ₩8.1t | ₩19.0t | ₩119.3b | 16.3x | 68.2x | 0.4x |
| Tue, 26 Aug 2025 | ₩6.8t | ₩18.7t | ₩115.8b | 16.3x | 59.1x | 0.4x |
| Thu, 24 Jul 2025 | ₩7.0t | ₩18.5t | ₩184.5b | 15.1x | 38.2x | 0.4x |
| Sat, 21 Jun 2025 | ₩6.8t | ₩18.4t | ₩189.7b | 14.7x | 36x | 0.4x |
| Mon, 19 May 2025 | ₩6.1t | ₩18.2t | ₩148.1b | 15.8x | 41x | 0.3x |
| Wed, 16 Apr 2025 | ₩5.7t | ₩18.1t | ₩123.9b | 10.1x | 46x | 0.3x |
| Fri, 14 Mar 2025 | ₩5.5t | ₩17.6t | ₩154.8b | 11x | 35.5x | 0.3x |
| Sun, 09 Feb 2025 | ₩5.5t | ₩17.6t | ₩189.7b | 12x | 29.2x | 0.3x |
| Tue, 07 Jan 2025 | ₩5.3t | ₩17.6t | ₩183.7b | 9.7x | 28.7x | 0.3x |
| Thu, 05 Dec 2024 | ₩5.3t | ₩17.6t | ₩183.8b | 10.7x | 28.8x | 0.3x |
| Sat, 02 Nov 2024 | ₩5.7t | ₩17.0t | ₩211.4b | 10.9x | 27.1x | 0.3x |
| Mon, 30 Sep 2024 | ₩6.3t | ₩17.0t | ₩216.9b | 12.4x | 29x | 0.4x |
| Wed, 28 Aug 2024 | ₩6.3t | ₩17.1t | ₩203.1b | 14.6x | 30.8x | 0.4x |
| Fri, 26 Jul 2024 | ₩6.6t | ₩16.4t | ₩235.9b | 14.5x | 28.2x | 0.4x |
| Sun, 23 Jun 2024 | ₩7.1t | ₩16.4t | ₩235.9b | 15.3x | 30.1x | 0.4x |
| Tue, 21 May 2024 | ₩7.3t | ₩15.9t | ₩294.3b | 19.2x | 24.7x | 0.5x |
| Thu, 18 Apr 2024 | ₩6.8t | ₩15.9t | ₩267.0b | 18x | 25.4x | 0.4x |
| Sat, 16 Mar 2024 | ₩7.1t | ₩13.4t | ₩195.7b | 18.2x | 36.3x | 0.5x |
| Mon, 12 Feb 2024 | ₩6.9t | ₩13.8t | ₩183.2b | 17.5x | 37.4x | 0.5x |
| Wed, 10 Jan 2024 | ₩6.7t | ₩13.8t | ₩191.2b | 20.3x | 35x | 0.5x |
| Fri, 08 Dec 2023 | ₩6.6t | ₩13.8t | ₩192.4b | 17.8x | 34.6x | 0.5x |
| Sun, 05 Nov 2023 | ₩6.5t | ₩14.4t | ₩271.2b | 16.7x | 24.1x | 0.5x |
| Tue, 03 Oct 2023 | ₩7.4t | ₩14.3t | ₩250.4b | 15.4x | 29.7x | 0.5x |
| Thu, 31 Aug 2023 | ₩7.8t | ₩14.2t | ₩277.2b | 17x | 28.2x | 0.5x |
| Sat, 29 Jul 2023 | ₩7.2t | ₩14.7t | ₩240.6b | 19.6x | 30x | 0.5x |
Price to Earnings Ratio
30x
Current Industry PE
- Investors are pessimistic on the South Korean Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading close to its 3-year average PS ratio of 0.39x.
Past Earnings Growth
- Total earnings for the Specialty Retail industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 8.9% per year.
- This means that although more sales are being generated, 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 South Korean Consumer Discretionary industry?
| KR Market | -1.84% | |
| Consumer Discretionary | -2.11% | |
| Specialty Stores | -2.56% | |
| Home Furnishing Retail | 0.50% | |
| Home Improvement Retail | 0% | 0 |
| Computer and Electronics Retail | -2.49% | |
| Specialty Stores | -2.49% | |
| Automotive Retail | -2.67% | |
| Apparel Retail | -2.68% | |
Industry PE
- Investors are most optimistic about the Automotive Retail industry even though it's trading below its 3-year average PE ratio of 123x.
- Analysts are expecting annual earnings growth of 14.4%, which is lower than the prior year's growth of 256.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 73% over the next 5 years.
- This is better than its past earnings decline of 59% per year.
- In contrast, the Computer and Electronics Retail industry is expected to see its earnings decline by 24% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A008770 Hotel ShillaLtd | ₩47.85k | 1.4% +₩24.6b | -8.7% | PS0.4x | |
| A481070 Au BrandzLtd | ₩16.81k | 5.9% +₩13.4b | -29.7% | PE22.4x | |
| A069920 Exion Group | ₩1.12k | 53.7% +₩3.6b | -88.0% | PS2.2x | |
| A071840 LOTTE HimartLtd | ₩6.22k | 1.3% +₩1.9b | -30.7% | n/a | |
| A284740 CUCKOO Homesys | ₩21.00k | 0.2% +₩1.1b | -27.7% | PE3.8x |