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New Zealand (NZX) Specialty Stores Industry Analysis

UpdatedApr 24, 2026
DataAggregated Company Financials
Companies6
  • 7D-1.6%
  • 3M-14.6%
  • 1Y2.4%
  • YTD-14.5%

Over the last 7 days, the Specialty Stores industry has dropped 1.6%, driven by a pullback from Briscoe Group of 2.2%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Apr 2026NZ$2.7bNZ$3.9bNZ$84.0m12.8x32.5x0.7x
Sun, 22 Mar 2026NZ$2.8bNZ$3.8bNZ$69.5m14x40.3x0.7x
Tue, 17 Feb 2026NZ$2.8bNZ$3.8bNZ$63.3m15x44.7x0.8x
Thu, 15 Jan 2026NZ$3.0bNZ$3.8bNZ$63.3m14.9x47.3x0.8x
Sat, 13 Dec 2025NZ$2.9bNZ$3.8bNZ$63.3m15.4x45.6x0.8x
Mon, 10 Nov 2025NZ$3.0bNZ$3.7bNZ$61.4m15.3x48.9x0.8x
Wed, 08 Oct 2025NZ$2.8bNZ$3.7bNZ$61.4m14.2x46x0.8x
Fri, 05 Sep 2025NZ$2.9bNZ$3.7bNZ$94.5m15.2x30.4x0.8x
Sun, 03 Aug 2025NZ$2.9bNZ$3.7bNZ$78.4m16x36.9x0.8x
Tue, 01 Jul 2025NZ$2.8bNZ$3.7bNZ$78.4m16.4x35.3x0.7x
Thu, 29 May 2025NZ$2.6bNZ$3.8bNZ$79.8m14.4x32.6x0.7x
Sat, 26 Apr 2025NZ$2.4bNZ$3.7bNZ$75.0m15.3x32.1x0.6x
Mon, 24 Mar 2025NZ$2.5bNZ$3.7bNZ$86.0m15.6x29x0.7x
Wed, 19 Feb 2025NZ$2.6bNZ$3.7bNZ$102.4m15.2x25.5x0.7x
Fri, 17 Jan 2025NZ$2.6bNZ$3.7bNZ$102.4m14.3x25.1x0.7x
Sun, 15 Dec 2024NZ$2.7bNZ$3.7bNZ$102.4m14.6x26x0.7x
Tue, 12 Nov 2024NZ$2.5bNZ$3.7bNZ$103.1m13.3x24.6x0.7x
Thu, 10 Oct 2024NZ$2.6bNZ$3.7bNZ$103.1m12.8x24.8x0.7x
Sat, 07 Sep 2024NZ$2.5bNZ$3.7bNZ$171.8m12x14.3x0.7x
Mon, 05 Aug 2024NZ$2.3bNZ$3.7bNZ$190.1m11.2x12.1x0.6x
Wed, 03 Jul 2024NZ$2.1bNZ$3.7bNZ$190.1m10.3x10.9x0.6x
Fri, 31 May 2024NZ$2.3bNZ$3.8bNZ$191.8m11.2x11.9x0.6x
Sun, 28 Apr 2024NZ$2.4bNZ$3.8bNZ$190.5m11.7x12.8x0.6x
Tue, 26 Mar 2024NZ$2.5bNZ$3.8bNZ$190.2m11.8x13x0.7x
Thu, 22 Feb 2024NZ$2.5bNZ$3.8bNZ$220.6m11.1x11.3x0.7x
Sat, 20 Jan 2024NZ$2.6bNZ$3.8bNZ$220.6m11.9x11.8x0.7x
Mon, 18 Dec 2023NZ$2.7bNZ$3.8bNZ$220.6m12.1x12.3x0.7x
Wed, 15 Nov 2023NZ$2.7bNZ$3.8bNZ$216.6m11.6x12.3x0.7x
Fri, 13 Oct 2023NZ$2.7bNZ$3.8bNZ$216.6m11.9x12.4x0.7x
Sun, 10 Sep 2023NZ$2.6bNZ$3.8bNZ$241.9m10.8x10.9x0.7x
Tue, 08 Aug 2023NZ$2.8bNZ$3.8bNZ$243.1m11.8x11.3x0.7x
Thu, 06 Jul 2023NZ$2.7bNZ$3.8bNZ$243.1m10.5x11x0.7x
Sat, 03 Jun 2023NZ$2.8bNZ$3.8bNZ$243.5m10.4x11.5x0.7x
Mon, 01 May 2023NZ$2.8bNZ$3.8bNZ$242.5m10.8x11.6x0.7x
Price to Earnings Ratio

11.6x


Total Market Cap: NZ$2.8bTotal Earnings: NZ$242.5mTotal Revenue: NZ$3.8bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Specialty Stores Industry Price to Earnings3Y Average 24.1x202420252026
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 32.5x which is higher than its 3-year average PE of 24.1x.
  • 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 30% 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-1.29%
Consumer Discretionary-2.13%
Specialty Stores-1.57%
Apparel Retail0.91%
Computer and Electronics Retail0%0
Home Furnishing Retail-1.77%
Automotive Retail-2.07%
Specialty Stores-8.96%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 14.9x.
    • Analysts are expecting annual earnings growth of 9.8%, 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 72% 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
HLG Hallenstein Glasson HoldingsNZ$9.972.3%
+NZ$13.1m		41.4%PE12.9x
TRA Turners Automotive GroupNZ$8.590.9%
+NZ$7.3m		49.4%PE19x

Latest News

KMD
NZ$0.062
KMD Brands
7D
-6.1%
1Y
-82.0%

KMD: Rights Offer Will Support Leaner Margins And Future Upside Potential

Analysts have revised their fair value estimate for KMD Brands from NZ$0.19 to NZ$0.14. This reflects updated assumptions for slightly lower revenue growth, slimmer profit margins and a higher future P/E multiple.
TRA
NZ$8.59
Turners Automotive Group
7D
0.9%
1Y
49.4%

TRA: Five Year Plan Update And Steady Assumptions Will Shape Future Returns

Analysts have kept their NZ$ fair value estimate for Turners Automotive Group steady, while making only very small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions. Taken together, these changes leave their overall price target effectively unchanged.
BGP
NZ$4.40
Briscoe Group
7D
-2.2%
1Y
1.6%
HLG
NZ$9.97
Hallenstein Glasson Holdings
7D
2.3%
1Y
41.4%
CMO
NZ$7.77
Colonial Motor
7D
-1.1%
1Y
13.9%
2CC
NZ$0.60
2 Cheap Cars Group
7D
-1.6%
1Y
-18.9%