Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

New Zealand (NZX) Specialty Stores Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies6
  • 7D-0.5%
  • 3M-9.0%
  • 1Y12.3%
  • YTD-8.8%

In the last week, the Specialty Stores industry is flat overall, with KMD Brands standing out by going down 11%. As for the the longer term, the industry is up 12% over the past 12 months. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Apr 2026NZ$2.7bNZ$3.9bNZ$84.0m13x32.6x0.7x
Fri, 13 Mar 2026NZ$2.9bNZ$3.8bNZ$69.5m14.9x41.4x0.8x
Sun, 08 Feb 2026NZ$2.9bNZ$3.8bNZ$63.3m15.3x46.4x0.8x
Tue, 06 Jan 2026NZ$3.0bNZ$3.8bNZ$63.3m15.3x47.2x0.8x
Thu, 04 Dec 2025NZ$2.9bNZ$3.8bNZ$63.3m14.6x45.5x0.8x
Sat, 01 Nov 2025NZ$2.9bNZ$3.7bNZ$61.4m14.9x48x0.8x
Mon, 29 Sep 2025NZ$2.8bNZ$3.7bNZ$61.4m14.4x45.4x0.7x
Wed, 27 Aug 2025NZ$2.8bNZ$3.7bNZ$94.5m13.9x29.6x0.8x
Fri, 25 Jul 2025NZ$2.9bNZ$3.7bNZ$78.4m15.9x37.4x0.8x
Sun, 22 Jun 2025NZ$2.9bNZ$3.7bNZ$78.4m15.5x37.1x0.8x
Tue, 20 May 2025NZ$2.6bNZ$3.7bNZ$75.0m16.4x34.6x0.7x
Thu, 17 Apr 2025NZ$2.4bNZ$3.7bNZ$75.0m15.4x32.3x0.6x
Sat, 15 Mar 2025NZ$2.6bNZ$3.7bNZ$86.0m15.7x29.7x0.7x
Mon, 10 Feb 2025NZ$2.6bNZ$3.7bNZ$102.4m14.7x25.1x0.7x
Wed, 08 Jan 2025NZ$2.7bNZ$3.7bNZ$102.4m14.7x26.5x0.7x
Fri, 06 Dec 2024NZ$2.7bNZ$3.7bNZ$102.4m14.1x25.9x0.7x
Sun, 03 Nov 2024NZ$2.5bNZ$3.7bNZ$103.1m12.9x24.5x0.7x
Tue, 01 Oct 2024NZ$2.4bNZ$3.7bNZ$101.0m12x24.3x0.7x
Thu, 29 Aug 2024NZ$2.4bNZ$3.7bNZ$171.8m11.7x14x0.6x
Sat, 27 Jul 2024NZ$2.3bNZ$3.7bNZ$190.1m10.8x11.8x0.6x
Mon, 24 Jun 2024NZ$2.2bNZ$3.7bNZ$190.1m10.6x11.3x0.6x
Wed, 22 May 2024NZ$2.3bNZ$3.8bNZ$189.5m11.3x12.2x0.6x
Fri, 19 Apr 2024NZ$2.5bNZ$3.8bNZ$190.5m12x13x0.7x
Sun, 17 Mar 2024NZ$2.5bNZ$3.8bNZ$213.8m11.6x11.7x0.7x
Tue, 13 Feb 2024NZ$2.6bNZ$3.8bNZ$220.6m11.9x11.7x0.7x
Thu, 11 Jan 2024NZ$2.6bNZ$3.8bNZ$220.6m11x11.9x0.7x
Sat, 09 Dec 2023NZ$2.7bNZ$3.8bNZ$220.6m12x12.1x0.7x
Mon, 06 Nov 2023NZ$2.7bNZ$3.8bNZ$216.6m11.7x12.4x0.7x
Wed, 04 Oct 2023NZ$2.7bNZ$3.8bNZ$216.6m12.1x12.4x0.7x
Fri, 01 Sep 2023NZ$2.7bNZ$3.8bNZ$241.9m10.9x11x0.7x
Sun, 30 Jul 2023NZ$2.7bNZ$3.8bNZ$243.1m11.3x11.1x0.7x
Tue, 27 Jun 2023NZ$2.7bNZ$3.8bNZ$243.1m10.4x10.9x0.7x
Thu, 25 May 2023NZ$2.8bNZ$3.8bNZ$243.5m10.4x11.4x0.7x
Sat, 22 Apr 2023NZ$2.8bNZ$3.8bNZ$242.5m10.3x11.6x0.7x
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 24x202420252026
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 32.4x which is higher than its 3-year average PE of 23.9x.
  • 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 Market1.39%
Consumer Discretionary-0.35%
Specialty Stores-0.52%
Apparel Retail1.92%
Computer and Electronics Retail0%0
Home Furnishing Retail0%0
Automotive Retail-1.11%
Specialty Stores-21.59%
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
BGP Briscoe GroupNZ$4.582.9%
+NZ$29.0m		4.8%PE17.2x
2CC 2 Cheap Cars GroupNZ$0.611.7%
+NZ$455.5k		-16.4%PE10.6x

Latest News

TRA
NZ$8.65
Turners Automotive Group
7D
-0.5%
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.
KMD
NZ$0.067
KMD Brands
7D
-10.7%
1Y
-79.7%
BGP
NZ$4.58
Briscoe Group
7D
2.9%
1Y
4.8%
HLG
NZ$10.09
Hallenstein Glasson Holdings
7D
-0.5%
1Y
35.6%
CMO
NZ$7.70
Colonial Motor
7D
-1.3%
1Y
14.1%
2CC
NZ$0.61
2 Cheap Cars Group
7D
1.7%
1Y
-16.4%