Briscoe Group (NZSE:BGP) Is Doing The Right Things To Multiply Its Share Price
Jul 14
Have your own idea? Try our Stock Screener
New Zealand (NZX) Specialty Stores Industry Analysis
UpdatedJul 16, 2025
DataAggregated Company Financials
Companies6
- 7D3.5%
- 3M19.5%
- 1Y34.9%
- YTD7.8%
Over the last 7 days, the Specialty Stores industry has risen 3.5%, driven by gains from Briscoe Group of 10%. In the last 12 months, the industry was up 33%. As for the next few years, earnings are expected to grow by 13% per annum.
Industry Valuation and Performance
Has the New Zealand Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 16 Jul 2025 | NZ$2.9b | NZ$3.7b | NZ$78.4m | 15.9x | 37x | 0.8x |
| Fri, 13 Jun 2025 | NZ$2.8b | NZ$3.7b | NZ$78.4m | 15.4x | 36.1x | 0.8x |
| Sun, 11 May 2025 | NZ$2.5b | NZ$3.7b | NZ$75.0m | 15.9x | 33.6x | 0.7x |
| Tue, 08 Apr 2025 | NZ$2.4b | NZ$3.7b | NZ$75.0m | 14.9x | 31.5x | 0.6x |
| Thu, 06 Mar 2025 | NZ$2.6b | NZ$3.7b | NZ$100.1m | 13.8x | 25.5x | 0.7x |
| Sat, 01 Feb 2025 | NZ$2.6b | NZ$3.7b | NZ$102.4m | 14.5x | 25x | 0.7x |
| Mon, 30 Dec 2024 | NZ$2.7b | NZ$3.7b | NZ$102.4m | 14.4x | 25.9x | 0.7x |
| Wed, 27 Nov 2024 | NZ$2.6b | NZ$3.7b | NZ$102.4m | 13.7x | 25.8x | 0.7x |
| Fri, 25 Oct 2024 | NZ$2.6b | NZ$3.7b | NZ$103.1m | 13.1x | 25x | 0.7x |
| Sun, 22 Sep 2024 | NZ$2.5b | NZ$3.7b | NZ$162.3m | 13.4x | 15.3x | 0.7x |
| Tue, 20 Aug 2024 | NZ$2.4b | NZ$3.7b | NZ$190.1m | 11.4x | 12.4x | 0.6x |
| Thu, 18 Jul 2024 | NZ$2.2b | NZ$3.7b | NZ$190.1m | 10.6x | 11.3x | 0.6x |
| Sat, 15 Jun 2024 | NZ$2.2b | NZ$3.8b | NZ$191.8m | 10.8x | 11.5x | 0.6x |
| Mon, 13 May 2024 | NZ$2.3b | NZ$3.8b | NZ$190.5m | 11.5x | 12x | 0.6x |
| Wed, 10 Apr 2024 | NZ$2.5b | NZ$3.8b | NZ$190.5m | 12x | 13.3x | 0.7x |
| Fri, 08 Mar 2024 | NZ$2.5b | NZ$3.8b | NZ$215.1m | 11.8x | 11.6x | 0.6x |
| Sun, 04 Feb 2024 | NZ$2.6b | NZ$3.8b | NZ$220.6m | 11.7x | 11.7x | 0.7x |
| Tue, 02 Jan 2024 | NZ$2.6b | NZ$3.8b | NZ$220.6m | 11x | 11.6x | 0.7x |
| Thu, 30 Nov 2023 | NZ$2.8b | NZ$3.8b | NZ$220.6m | 12.1x | 12.5x | 0.7x |
| Sat, 28 Oct 2023 | NZ$2.7b | NZ$3.8b | NZ$216.6m | 11.8x | 12.3x | 0.7x |
| Mon, 25 Sep 2023 | NZ$2.6b | NZ$3.8b | NZ$219.1m | 11.9x | 12x | 0.7x |
| Wed, 23 Aug 2023 | NZ$2.6b | NZ$3.8b | NZ$243.1m | 10.9x | 10.8x | 0.7x |
| Fri, 21 Jul 2023 | NZ$2.7b | NZ$3.8b | NZ$243.1m | 11.2x | 11x | 0.7x |
| Sun, 18 Jun 2023 | NZ$2.7b | NZ$3.8b | NZ$243.1m | 10.5x | 11x | 0.7x |
| Tue, 16 May 2023 | NZ$2.8b | NZ$3.8b | NZ$242.5m | 10.7x | 11.5x | 0.7x |
| Thu, 13 Apr 2023 | NZ$2.8b | NZ$3.8b | NZ$242.5m | 10x | 11.4x | 0.7x |
| Sat, 11 Mar 2023 | NZ$2.8b | NZ$3.5b | NZ$212.1m | 12.1x | 13.1x | 0.8x |
| Mon, 06 Feb 2023 | NZ$2.8b | NZ$3.6b | NZ$216.3m | 12.3x | 12.8x | 0.8x |
| Wed, 04 Jan 2023 | NZ$2.7b | NZ$3.6b | NZ$216.3m | 11.9x | 12.6x | 0.8x |
| Fri, 02 Dec 2022 | NZ$2.9b | NZ$3.6b | NZ$216.3m | 12.7x | 13.4x | 0.8x |
| Sun, 30 Oct 2022 | NZ$2.9b | NZ$3.5b | NZ$216.9m | 12.1x | 13.2x | 0.8x |
| Tue, 27 Sep 2022 | NZ$3.0b | NZ$3.5b | NZ$216.7m | 12.3x | 13.7x | 0.8x |
| Thu, 25 Aug 2022 | NZ$3.0b | NZ$3.4b | NZ$218.8m | 13.5x | 13.9x | 0.9x |
| Sat, 23 Jul 2022 | NZ$3.0b | NZ$3.4b | NZ$215.8m | 12.5x | 13.9x | 0.9x |
Price to Earnings Ratio
13.9x
Current Industry PE
- Investors are optimistic on the New Zealander Specialty Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 36.7x which is higher than its 3-year average PE of 16.7x.
- The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have declined 29% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.8% 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 New Zealand Consumer Discretionary industry?
| NZ Market | -1.09% | |
| Consumer Discretionary | 2.06% | |
| Specialty Stores | 3.46% | |
| Home Furnishing Retail | 10.11% | |
| Apparel Retail | 1.31% | |
| Computer and Electronics Retail | 0% | 0 |
| Automotive Retail | -2.02% | |
| Specialty Stores | -7.27% | |
Industry PE
- Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 13.1x.
- Analysts are expecting annual earnings growth of 6.7%, which is higher than its past year's earnings decline of 28.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 78% over the next 5 years.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 6.7% 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 | |
|---|---|---|---|---|---|
| BGP Briscoe Group | NZ$5.99 | 10.1% +NZ$122.5m | 47.5% | PE22x | |
| HLG Hallenstein Glasson Holdings | NZ$8.51 | 1.3% +NZ$6.6m | 55.9% | PE14.7x |
