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New Zealand (NZX) Specialty Stores Industry Analysis

UpdatedJun 08, 2026
DataAggregated Company Financials
Companies6
  • 7D-2.3%
  • 3M-12.5%
  • 1Y-7.4%
  • YTD-17.1%

Over the last 7 days, the Specialty Stores industry has dropped 2.3%, driven by Briscoe Group declining 4.0%. Overall the industry is down 7.4% in 12 months. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 09 Jun 2026NZ$2.7bNZ$3.9bNZ$81.5m12.7x33.5x0.7x
Thu, 07 May 2026NZ$2.9bNZ$3.9bNZ$84.0m12.9x34x0.7x
Sat, 04 Apr 2026NZ$2.7bNZ$3.9bNZ$84.0m12.8x32.6x0.7x
Mon, 02 Mar 2026NZ$2.9bNZ$3.8bNZ$67.0m15.3x43.4x0.8x
Wed, 28 Jan 2026NZ$3.0bNZ$3.8bNZ$63.3m14.5x46.7x0.8x
Fri, 26 Dec 2025NZ$3.0bNZ$3.8bNZ$63.3m15.3x47x0.8x
Sun, 23 Nov 2025NZ$3.0bNZ$3.8bNZ$63.3m14.8x46.8x0.8x
Tue, 21 Oct 2025NZ$2.9bNZ$3.7bNZ$61.4m14.4x47.1x0.8x
Thu, 18 Sep 2025NZ$2.7bNZ$3.7bNZ$90.6m15.5x30.2x0.7x
Sat, 16 Aug 2025NZ$2.8bNZ$3.7bNZ$78.4m15.8x35.7x0.7x
Mon, 14 Jul 2025NZ$2.8bNZ$3.7bNZ$78.4m15.7x36.1x0.8x
Wed, 11 Jun 2025NZ$2.8bNZ$3.7bNZ$78.4m15.1x35.8x0.7x
Fri, 09 May 2025NZ$2.5bNZ$3.7bNZ$75.0m16x33.3x0.7x
Sun, 06 Apr 2025NZ$2.4bNZ$3.7bNZ$75.0m15.3x32.5x0.6x
Tue, 04 Mar 2025NZ$2.5bNZ$3.7bNZ$100.1m14x25.3x0.7x
Thu, 30 Jan 2025NZ$2.6bNZ$3.7bNZ$102.4m14.3x24.9x0.7x
Sat, 28 Dec 2024NZ$2.7bNZ$3.7bNZ$102.4m14.4x26x0.7x
Mon, 25 Nov 2024NZ$2.6bNZ$3.7bNZ$101.7m13.2x25.6x0.7x
Wed, 23 Oct 2024NZ$2.6bNZ$3.7bNZ$103.1m12.8x25x0.7x
Fri, 20 Sep 2024NZ$2.5bNZ$3.7bNZ$162.3m13.5x15.4x0.7x
Sun, 18 Aug 2024NZ$2.3bNZ$3.7bNZ$190.1m11.2x12.2x0.6x
Tue, 16 Jul 2024NZ$2.2bNZ$3.7bNZ$190.1m10.5x11.3x0.6x
Thu, 13 Jun 2024NZ$2.2bNZ$3.8bNZ$191.8m10.8x11.4x0.6x
Sat, 11 May 2024NZ$2.3bNZ$3.8bNZ$190.5m11.5x12.2x0.6x
Mon, 08 Apr 2024NZ$2.6bNZ$3.8bNZ$190.5m12.1x13.5x0.7x
Wed, 06 Mar 2024NZ$2.5bNZ$3.8bNZ$215.1m11.7x11.5x0.6x
Fri, 02 Feb 2024NZ$2.6bNZ$3.8bNZ$220.6m11.8x11.7x0.7x
Sun, 31 Dec 2023NZ$2.6bNZ$3.8bNZ$220.6m11x11.6x0.7x
Tue, 28 Nov 2023NZ$2.7bNZ$3.8bNZ$220.6m12x12.5x0.7x
Thu, 26 Oct 2023NZ$2.7bNZ$3.8bNZ$216.6m12x12.4x0.7x
Sat, 23 Sep 2023NZ$2.6bNZ$3.8bNZ$219.1m11.9x12x0.7x
Mon, 21 Aug 2023NZ$2.6bNZ$3.8bNZ$243.1m11.1x10.8x0.7x
Wed, 19 Jul 2023NZ$2.6bNZ$3.8bNZ$243.1m10.8x10.9x0.7x
Fri, 16 Jun 2023NZ$2.6bNZ$3.8bNZ$243.1m10.2x10.9x0.7x
Price to Earnings Ratio

10.9x


Total Market Cap: NZ$2.6bTotal Earnings: NZ$243.1mTotal Revenue: NZ$3.8bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Specialty Stores Industry Price to Earnings3Y Average 25.1x202420252026
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 33.5x which is higher than its 3-year average PE of 25.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 31% 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 New Zealand Consumer Discretionary industry?

NZ Market-0.28%
Consumer Discretionary-1.55%
Specialty Stores-2.30%
Computer and Electronics Retail0%0
Apparel Retail-1.01%
Automotive Retail-1.32%
Home Furnishing Retail-2.77%
Specialty Stores-10.84%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 15.2x.
    • Analysts are expecting annual earnings growth of 8.8%, which is higher than its past year's earnings decline of 2.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 75% over the next 5 years.
  • In contrast, the Apparel Retail industry is expected to see its earnings grow by 7.2% 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
2CC 2 Cheap Cars GroupNZ$0.621.6%
+NZ$455.5k		-17.3%PE8.9x

Latest News

TRA
NZ$8.04
Turners Automotive Group
7D
-2.5%
1Y
25.2%
Narrative Update • Jun 07

TRA: Dividend Outlook And Margin Assumptions Will Shape Future Returns

Analysts have reduced their price target for Turners Automotive Group to NZ$8.26 from NZ$8.42, citing revised assessments of revenue growth, profit margins, discount rates and future P/E assumptions. What's in the News Directors have declared a quarterly ordinary dividend for Turners Automotive Group for the quarter ended 31 December 2025 of NZ$0.10588235 per share, fully imputed, scheduled to be paid on 29 April 2026.
2CC
NZ$0.62
2 Cheap Cars Group
7D
1.6%
1Y
-17.3%
KMD
NZ$0.074
KMD Brands
7D
-10.8%
1Y
-76.1%
Narrative Update • May 28

KMD: Recent Equity Raise And Low P/E Will Support Future Upside

Analysts have lifted their 12 month price target on KMD Brands to NZ$0.15. This reflects updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a P/E multiple now set at 4.08x.
BGP
NZ$4.51
Briscoe Group
7D
-4.0%
1Y
-16.5%
HLG
NZ$9.83
Hallenstein Glasson Holdings
7D
-1.2%
1Y
22.9%
CMO
NZ$6.73
Colonial Motor
7D
-1.0%
1Y
-1.0%