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New Zealand (NZX) Specialty Stores Industry Analysis

UpdatedJul 20, 2026
DataAggregated Company Financials
Companies6
  • 7D-0.2%
  • 3M2.8%
  • 1Y-10.9%
  • YTD-13.7%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Hallenstein Glasson Holdings gained 3.4%. Unfortunately though, the industry is down 11% over the past 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
Mon, 20 Jul 2026NZ$2.8bNZ$3.9bNZ$81.5m13.6x34.8x0.7x
Wed, 17 Jun 2026NZ$2.8bNZ$3.9bNZ$81.5m13x34.2x0.7x
Fri, 15 May 2026NZ$2.9bNZ$3.9bNZ$84.0m13.4x34.2x0.7x
Sun, 12 Apr 2026NZ$2.7bNZ$3.9bNZ$84.0m13.1x32.6x0.7x
Tue, 10 Mar 2026NZ$2.9bNZ$3.8bNZ$67.0m15.1x42.6x0.8x
Thu, 05 Feb 2026NZ$3.0bNZ$3.8bNZ$63.3m15.3x47.3x0.8x
Sat, 03 Jan 2026NZ$3.0bNZ$3.8bNZ$63.3m15.2x47.3x0.8x
Mon, 01 Dec 2025NZ$3.0bNZ$3.8bNZ$63.3m14.9x47.1x0.8x
Wed, 29 Oct 2025NZ$2.9bNZ$3.7bNZ$61.4m14.7x47.3x0.8x
Fri, 26 Sep 2025NZ$2.8bNZ$3.7bNZ$56.4m15.4x49.6x0.8x
Sun, 24 Aug 2025NZ$2.8bNZ$3.7bNZ$94.5m14.1x29.6x0.8x
Tue, 22 Jul 2025NZ$2.9bNZ$3.7bNZ$78.4m15.8x37.3x0.8x
Thu, 19 Jun 2025NZ$2.9bNZ$3.7bNZ$78.4m15.2x37.4x0.8x
Sat, 17 May 2025NZ$2.6bNZ$3.7bNZ$75.0m16.3x34.2x0.7x
Mon, 14 Apr 2025NZ$2.4bNZ$3.7bNZ$75.0m15.5x31.8x0.6x
Wed, 12 Mar 2025NZ$2.6bNZ$3.7bNZ$100.1m14.4x25.7x0.7x
Fri, 07 Feb 2025NZ$2.6bNZ$3.7bNZ$102.4m14.7x25.3x0.7x
Sun, 05 Jan 2025NZ$2.7bNZ$3.7bNZ$102.4m14.7x26.2x0.7x
Tue, 03 Dec 2024NZ$2.7bNZ$3.7bNZ$102.4m14.3x26.2x0.7x
Thu, 31 Oct 2024NZ$2.5bNZ$3.7bNZ$103.1m12.8x24.2x0.7x
Sat, 28 Sep 2024NZ$2.4bNZ$3.7bNZ$101.0m12x24.2x0.7x
Mon, 26 Aug 2024NZ$2.4bNZ$3.7bNZ$171.8m11.7x14x0.6x
Wed, 24 Jul 2024NZ$2.2bNZ$3.7bNZ$190.1m10.8x11.8x0.6x
Fri, 21 Jun 2024NZ$2.1bNZ$3.7bNZ$190.1m10.6x11.3x0.6x
Sun, 19 May 2024NZ$2.3bNZ$3.8bNZ$190.5m10.9x11.9x0.6x
Tue, 16 Apr 2024NZ$2.5bNZ$3.8bNZ$190.5m12x13.2x0.7x
Thu, 14 Mar 2024NZ$2.5bNZ$3.8bNZ$213.8m11.8x11.7x0.7x
Sat, 10 Feb 2024NZ$2.6bNZ$3.8bNZ$220.6m11.7x11.7x0.7x
Mon, 08 Jan 2024NZ$2.6bNZ$3.8bNZ$220.6m11x11.8x0.7x
Wed, 06 Dec 2023NZ$2.7bNZ$3.8bNZ$220.6m12.1x12.3x0.7x
Fri, 03 Nov 2023NZ$2.6bNZ$3.8bNZ$216.6m11.7x12.2x0.7x
Sun, 01 Oct 2023NZ$2.7bNZ$3.8bNZ$216.6m12.2x12.6x0.7x
Tue, 29 Aug 2023NZ$2.7bNZ$3.8bNZ$241.9m10.8x11x0.7x
Thu, 27 Jul 2023NZ$2.7bNZ$3.8bNZ$243.1m11.6x11.2x0.7x
Price to Earnings Ratio

11.2x


Total Market Cap: NZ$2.7bTotal 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 25.9x202420252026
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 34.8x which is higher than its 3-year average PE of 25.9x.
  • 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 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-0.65%
Consumer Discretionary1.01%
Specialty Stores-0.20%
Apparel Retail3.43%
Specialty Stores0.89%
Computer and Electronics Retail0%0
Home Furnishing Retail-0.82%
Automotive Retail-1.81%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 15.4x.
    • 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 76% 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$10.403.0%
+NZ$17.9m		22.1%PE13.4x
CMO Colonial MotorNZ$7.300.7%
+NZ$1.6m		3.7%PE10.8x
KMD KMD BrandsNZ$1.701.2%
+NZ$1.4m		-74.3%PS0.1x
2CC 2 Cheap Cars GroupNZ$0.801.9%
+NZ$683.3k		16.9%PE11.4x

Latest News

KMD
NZ$1.70
KMD Brands
7D
1.2%
1Y
-74.3%
Narrative Update • Jul 09

KMD: Equity Raise And Stock Split Will Support Future Upside Potential

Analysts have lifted their price target for KMD Brands to NZ$2.98 from NZ$0.14, citing updated fair value assumptions, a slightly higher discount rate, modestly different revenue growth expectations, and a revised profit margin outlook that also feeds into a lower future P/E multiple. What's in the News for KMD Brands KMD Brands has scheduled a 1 for 25 stock split or significant stock dividend, effective Jun 30, 2026.
TRA
NZ$8.16
Turners Automotive Group
7D
-1.9%
1Y
20.5%
HLG
NZ$10.40
Hallenstein Glasson Holdings
7D
3.0%
1Y
22.1%
2CC
NZ$0.80
2 Cheap Cars Group
7D
1.9%
1Y
16.9%
BGP
NZ$4.75
Briscoe Group
7D
-1.5%
1Y
-22.1%
CMO
NZ$7.30
Colonial Motor
7D
0.7%
1Y
3.7%