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New Zealand (NZX) Specialty Stores Industry Analysis

UpdatedJan 17, 2026
DataAggregated Company Financials
Companies6
  • 7D-0.08%
  • 3M3.2%
  • 1Y14.6%
  • YTD0.03%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Turners Automotive Group gained 3.4%. As for the the longer term, the industry is up 15% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

Has the New Zealand Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 17 Jan 2026NZ$3.0bNZ$3.8bNZ$63.3m14.7x47.2x0.8x
Mon, 15 Dec 2025NZ$2.9bNZ$3.8bNZ$63.3m15.4x45.6x0.8x
Wed, 12 Nov 2025NZ$3.0bNZ$3.7bNZ$61.4m14.9x49x0.8x
Fri, 10 Oct 2025NZ$2.9bNZ$3.7bNZ$61.4m14.4x47.2x0.8x
Sun, 07 Sep 2025NZ$2.9bNZ$3.7bNZ$94.5m15.7x30.8x0.8x
Tue, 05 Aug 2025NZ$2.9bNZ$3.7bNZ$78.4m16.1x37x0.8x
Thu, 03 Jul 2025NZ$2.8bNZ$3.7bNZ$78.4m16.6x35.1x0.7x
Sat, 31 May 2025NZ$2.6bNZ$3.8bNZ$79.8m15.2x33x0.7x
Mon, 28 Apr 2025NZ$2.4bNZ$3.7bNZ$75.0m15.3x32.1x0.6x
Wed, 26 Mar 2025NZ$2.5bNZ$3.7bNZ$86.0m15.5x28.7x0.7x
Fri, 21 Feb 2025NZ$2.6bNZ$3.7bNZ$100.1m15x26.5x0.7x
Sun, 19 Jan 2025NZ$2.6bNZ$3.7bNZ$102.4m14.2x25.3x0.7x
Tue, 17 Dec 2024NZ$2.7bNZ$3.7bNZ$102.4m14.4x26x0.7x
Thu, 14 Nov 2024NZ$2.6bNZ$3.7bNZ$103.1m13.3x24.8x0.7x
Sat, 12 Oct 2024NZ$2.6bNZ$3.7bNZ$103.1m12.5x24.9x0.7x
Mon, 09 Sep 2024NZ$2.5bNZ$3.7bNZ$171.8m12x14.3x0.7x
Wed, 07 Aug 2024NZ$2.3bNZ$3.7bNZ$190.1m11x11.9x0.6x
Fri, 05 Jul 2024NZ$2.1bNZ$3.7bNZ$190.1m10.3x11.1x0.6x
Sun, 02 Jun 2024NZ$2.2bNZ$3.8bNZ$191.8m11x11.6x0.6x
Tue, 30 Apr 2024NZ$2.5bNZ$3.8bNZ$190.5m11.7x12.9x0.7x
Thu, 28 Mar 2024NZ$2.5bNZ$3.8bNZ$190.2m11.8x13.4x0.7x
Sat, 24 Feb 2024NZ$2.5bNZ$3.8bNZ$215.5m11.5x11.7x0.7x
Mon, 22 Jan 2024NZ$2.6bNZ$3.8bNZ$220.6m11.9x11.8x0.7x
Wed, 20 Dec 2023NZ$2.7bNZ$3.8bNZ$220.6m11.6x12.2x0.7x
Fri, 17 Nov 2023NZ$2.7bNZ$3.8bNZ$219.2m11.5x12.3x0.7x
Sun, 15 Oct 2023NZ$2.7bNZ$3.8bNZ$216.6m11.8x12.4x0.7x
Tue, 12 Sep 2023NZ$2.6bNZ$3.8bNZ$241.9m10.8x10.6x0.7x
Thu, 10 Aug 2023NZ$2.7bNZ$3.8bNZ$243.1m11.8x11.2x0.7x
Sat, 08 Jul 2023NZ$2.7bNZ$3.8bNZ$243.1m10.5x11x0.7x
Mon, 05 Jun 2023NZ$2.8bNZ$3.8bNZ$243.5m10.4x11.5x0.7x
Wed, 03 May 2023NZ$2.8bNZ$3.8bNZ$242.5m10.7x11.6x0.8x
Fri, 31 Mar 2023NZ$2.8bNZ$3.7bNZ$233.5m11.5x11.8x0.7x
Sun, 26 Feb 2023NZ$2.8bNZ$3.5bNZ$212.1m12.3x13.3x0.8x
Tue, 24 Jan 2023NZ$2.8bNZ$3.6bNZ$216.3m12.1x12.8x0.8x
Price to Earnings Ratio

12.8x


Total Market Cap: NZ$2.8bTotal Earnings: NZ$216.3mTotal Revenue: NZ$3.6bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Specialty Stores Industry Price to Earnings3Y Average 21.6x202420252026
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 47.2x which is higher than its 3-year average PE of 21.5x.
  • 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 34% 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 Market0.092%
Consumer Discretionary1.65%
Specialty Stores-0.084%
Automotive Retail2.01%
Computer and Electronics Retail0%0
Home Furnishing Retail-0.39%
Apparel Retail-2.02%
Specialty Stores-3.51%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 14.4x.
    • Analysts are expecting annual earnings growth of 10.4%, which is higher than its past year's earnings decline of 24.1% 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 Apparel Retail industry is expected to see its earnings grow by 8.6% 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
TRA Turners Automotive GroupNZ$8.502.8%
+NZ$20.9m		58.6%PE18.8x
2CC 2 Cheap Cars GroupNZ$0.6517.1%
+NZ$4.3m		-16.7%PE11.2x

Latest News

2CC
NZ$0.65
2 Cheap Cars Group
7D
17.1%
1Y
-16.7%
TRA
NZ$8.50
Turners Automotive Group
7D
2.8%
1Y
58.6%

TRA: Dividend Outlook Will Stay Firm As Fair Value Remains Intact

Analysts have slightly reduced their price target on Turners Automotive Group to reflect a modestly higher discount rate and minor adjustments to long term revenue growth, profit margin, and future P/E assumptions, resulting in a revised fair value of $7.76. What's in the News Turners Automotive Group declared a quarterly dividend of $0.08 per share for the quarter ended 30 September 2025.
KMD
NZ$0.28
KMD Brands
7D
-3.5%
1Y
-36.8%
HLG
NZ$9.70
Hallenstein Glasson Holdings
7D
-2.0%
1Y
19.8%
CMO
NZ$8.05
Colonial Motor
7D
-1.6%
1Y
25.8%
BGP
NZ$5.14
Briscoe Group
7D
-0.4%
1Y
6.0%

Briscoe Group (NZSE:BGP) Is Paying Out Less In Dividends Than Last Year

Sep 12
Briscoe Group (NZSE:BGP) Is Paying Out Less In Dividends Than Last Year