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New Zealand (NZX) Specialty Stores Industry Analysis

UpdatedNov 21, 2024
DataAggregated Company Financials
Companies6
  • 7D2.4%
  • 3M8.9%
  • 1Y-2.5%
  • YTD0.3%

Last week, the Specialty Stores industry hasn't moved much but Briscoe Group is up 3.8% in that time. As for the longer term, the industry has declined 3.2% in the last year. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 Nov 2024NZ$2.6bNZ$3.7bNZ$101.7m13.5x25.4x0.7x
Sat, 19 Oct 2024NZ$2.6bNZ$3.7bNZ$103.1m12.6x24.9x0.7x
Mon, 16 Sep 2024NZ$2.5bNZ$3.7bNZ$162.3m13.1x15.2x0.7x
Wed, 14 Aug 2024NZ$2.3bNZ$3.7bNZ$190.1m11.1x11.9x0.6x
Fri, 12 Jul 2024NZ$2.1bNZ$3.7bNZ$190.1m10.3x11x0.6x
Sun, 09 Jun 2024NZ$2.2bNZ$3.8bNZ$191.8m10.9x11.5x0.6x
Tue, 07 May 2024NZ$2.4bNZ$3.8bNZ$190.5m11.5x12.6x0.6x
Thu, 04 Apr 2024NZ$2.5bNZ$3.8bNZ$190.5m12.1x13.4x0.7x
Sat, 02 Mar 2024NZ$2.5bNZ$3.8bNZ$215.1m11.7x11.5x0.6x
Mon, 29 Jan 2024NZ$2.6bNZ$3.8bNZ$220.6m11.9x11.9x0.7x
Wed, 27 Dec 2023NZ$2.5bNZ$3.8bNZ$220.6m11x11.5x0.7x
Fri, 24 Nov 2023NZ$2.8bNZ$3.8bNZ$220.6m12x12.5x0.7x
Sun, 22 Oct 2023NZ$2.7bNZ$3.8bNZ$216.6m12x12.4x0.7x
Tue, 19 Sep 2023NZ$2.6bNZ$3.8bNZ$239.0m10.8x11x0.7x
Thu, 17 Aug 2023NZ$2.7bNZ$3.8bNZ$243.1m11.4x10.9x0.7x
Sat, 15 Jul 2023NZ$2.6bNZ$3.8bNZ$243.1m10.6x10.9x0.7x
Mon, 12 Jun 2023NZ$2.7bNZ$3.8bNZ$243.5m10.4x11.3x0.7x
Wed, 10 May 2023NZ$2.8bNZ$3.8bNZ$242.5m11.1x11.6x0.7x
Fri, 07 Apr 2023NZ$2.8bNZ$3.8bNZ$242.5m10x11.5x0.7x
Sun, 05 Mar 2023NZ$2.8bNZ$3.5bNZ$212.1m12.1x13.2x0.8x
Tue, 31 Jan 2023NZ$2.8bNZ$3.6bNZ$216.3m12.2x12.8x0.8x
Thu, 29 Dec 2022NZ$2.8bNZ$3.6bNZ$216.3m12.2x12.8x0.8x
Sat, 26 Nov 2022NZ$2.9bNZ$3.6bNZ$217.2m12.8x13.4x0.8x
Mon, 24 Oct 2022NZ$2.8bNZ$3.5bNZ$216.9m12.3x13x0.8x
Wed, 21 Sep 2022NZ$3.0bNZ$3.5bNZ$216.0m12.3x13.8x0.9x
Fri, 19 Aug 2022NZ$3.0bNZ$3.4bNZ$218.8m12.9x13.9x0.9x
Sun, 17 Jul 2022NZ$3.0bNZ$3.4bNZ$215.8m12.6x13.9x0.9x
Tue, 14 Jun 2022NZ$3.1bNZ$3.4bNZ$215.8m13x14.3x0.9x
Thu, 12 May 2022NZ$3.3bNZ$3.4bNZ$222.9m13.7x14.7x1x
Sat, 09 Apr 2022NZ$3.5bNZ$3.4bNZ$222.9m14.9x15.6x1x
Mon, 07 Mar 2022NZ$3.5bNZ$3.5bNZ$255.5m14.4x13.7x1x
Wed, 02 Feb 2022NZ$3.5bNZ$3.4bNZ$250.2m16.2x14.1x1x
Fri, 31 Dec 2021NZ$3.8bNZ$3.4bNZ$250.2m16x15.3x1.1x
Sun, 28 Nov 2021NZ$3.9bNZ$3.4bNZ$250.7m14.6x15.4x1.2x
Price to Earnings Ratio

15.4x


Total Market Cap: NZ$3.9bTotal Earnings: NZ$250.7mTotal Revenue: NZ$3.4bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Specialty Stores Industry Price to Earnings3Y Average 13.5x202220232024
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 25.3x which is higher than its 3-year average PE of 13.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.78x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 26% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.5% 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 Market0.13%
Consumer Discretionary1.48%
Specialty Stores2.42%
Home Furnishing Retail3.78%
Automotive Retail1.86%
Apparel Retail1.56%
Computer and Electronics Retail0%
Home Improvement Retail0%
Specialty Stores0%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 11.1x.
    • Analysts are expecting annual earnings growth of 8.6%, which is higher than its past year's earnings growth of 1.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 86% over the next 5 years.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 3.4% 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$4.806.4%
+NZ$25.9m
2.6%PE13x
BGP Briscoe GroupNZ$5.161.8%
+NZ$20.1m
11.7%PE15.4x
HLG Hallenstein Glasson HoldingsNZ$7.822.2%
+NZ$10.1m
32.3%PE13.5x
KMD KMD BrandsNZ$0.431.2%
+NZ$3.6m
-46.9%PS0.3x
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