KMD Brands' (NZSE:KMD) Returns On Capital Not Reflecting Well On The Business
Sep 05
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New Zealand (NZX) Specialty Stores Industry Analysis
UpdatedSep 10, 2025
DataAggregated Company Financials
Companies6
- 7D1.2%
- 3M3.1%
- 1Y15.6%
- YTD7.6%
In the last week, the Specialty Stores industry is up 1.2%, with Colonial Motor up 2.0%. This means that the industry has gained 16% over 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 11 Sep 2025 | NZ$2.9b | NZ$3.7b | NZ$94.5m | 15.5x | 30.6x | 0.8x |
| Sat, 09 Aug 2025 | NZ$2.8b | NZ$3.7b | NZ$78.4m | 16x | 36.3x | 0.8x |
| Mon, 07 Jul 2025 | NZ$2.8b | NZ$3.7b | NZ$78.4m | 16.6x | 35.7x | 0.7x |
| Wed, 04 Jun 2025 | NZ$2.6b | NZ$3.7b | NZ$78.4m | 14.9x | 33.2x | 0.7x |
| Fri, 02 May 2025 | NZ$2.4b | NZ$3.7b | NZ$75.0m | 15.4x | 32.1x | 0.6x |
| Sun, 30 Mar 2025 | NZ$2.5b | NZ$3.7b | NZ$74.9m | 15.4x | 33x | 0.7x |
| Tue, 25 Feb 2025 | NZ$2.6b | NZ$3.7b | NZ$100.1m | 14.5x | 25.8x | 0.7x |
| Thu, 23 Jan 2025 | NZ$2.6b | NZ$3.7b | NZ$102.4m | 14.2x | 25x | 0.7x |
| Sat, 21 Dec 2024 | NZ$2.6b | NZ$3.7b | NZ$102.4m | 14.4x | 25.7x | 0.7x |
| Mon, 18 Nov 2024 | NZ$2.6b | NZ$3.7b | NZ$101.7m | 13.1x | 25.2x | 0.7x |
| Wed, 16 Oct 2024 | NZ$2.6b | NZ$3.7b | NZ$103.1m | 12.7x | 24.8x | 0.7x |
| Fri, 13 Sep 2024 | NZ$2.4b | NZ$3.7b | NZ$162.3m | 13.1x | 15.1x | 0.7x |
| Sun, 11 Aug 2024 | NZ$2.3b | NZ$3.7b | NZ$190.1m | 11x | 11.9x | 0.6x |
| Tue, 09 Jul 2024 | NZ$2.1b | NZ$3.7b | NZ$190.1m | 10.4x | 11.2x | 0.6x |
| Thu, 06 Jun 2024 | NZ$2.2b | NZ$3.8b | NZ$191.8m | 11x | 11.7x | 0.6x |
| Sat, 04 May 2024 | NZ$2.4b | NZ$3.8b | NZ$190.5m | 11.8x | 12.7x | 0.6x |
| Mon, 01 Apr 2024 | NZ$2.5b | NZ$3.8b | NZ$190.2m | 12x | 13.3x | 0.7x |
| Wed, 28 Feb 2024 | NZ$2.5b | NZ$3.8b | NZ$215.1m | 11.7x | 11.5x | 0.6x |
| Fri, 26 Jan 2024 | NZ$2.6b | NZ$3.8b | NZ$220.6m | 11.9x | 11.8x | 0.7x |
| Sun, 24 Dec 2023 | NZ$2.5b | NZ$3.8b | NZ$220.6m | 11x | 11.5x | 0.7x |
| Tue, 21 Nov 2023 | NZ$2.7b | NZ$3.8b | NZ$219.2m | 11.4x | 12.1x | 0.7x |
| Thu, 19 Oct 2023 | NZ$2.7b | NZ$3.8b | NZ$216.6m | 12.1x | 12.5x | 0.7x |
| Sat, 16 Sep 2023 | NZ$2.6b | NZ$3.8b | NZ$239.0m | 11x | 10.9x | 0.7x |
| Mon, 14 Aug 2023 | NZ$2.7b | NZ$3.8b | NZ$243.1m | 11.5x | 11.2x | 0.7x |
| Wed, 12 Jul 2023 | NZ$2.7b | NZ$3.8b | NZ$243.1m | 10.5x | 11.1x | 0.7x |
| Fri, 09 Jun 2023 | NZ$2.8b | NZ$3.8b | NZ$243.5m | 10.4x | 11.4x | 0.7x |
| Sun, 07 May 2023 | NZ$2.8b | NZ$3.8b | NZ$242.5m | 11.3x | 11.6x | 0.8x |
| Tue, 04 Apr 2023 | NZ$2.8b | NZ$3.8b | NZ$242.5m | 9.9x | 11.6x | 0.8x |
| Thu, 02 Mar 2023 | NZ$2.8b | NZ$3.5b | NZ$212.1m | 12.3x | 13.4x | 0.8x |
| Sat, 28 Jan 2023 | NZ$2.8b | NZ$3.6b | NZ$216.3m | 12.2x | 12.7x | 0.8x |
| Mon, 26 Dec 2022 | NZ$2.7b | NZ$3.6b | NZ$216.3m | 11.9x | 12.7x | 0.8x |
| Wed, 23 Nov 2022 | NZ$2.9b | NZ$3.5b | NZ$216.9m | 13.1x | 13.5x | 0.8x |
| Fri, 21 Oct 2022 | NZ$2.9b | NZ$3.5b | NZ$216.9m | 12.1x | 13.2x | 0.8x |
| Sun, 18 Sep 2022 | NZ$3.0b | NZ$3.5b | NZ$216.0m | 12.5x | 14.1x | 0.9x |
Price to Earnings Ratio
14.1x
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 30.6x which is higher than its 3-year average PE of 17.8x.
- The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have declined 24% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.5% 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 Market | 0.40% | |
| Consumer Discretionary | 0.26% | |
| Specialty Stores | 1.17% | |
| Specialty Stores | 6.25% | |
| Apparel Retail | 2.51% | |
| Home Furnishing Retail | 0.53% | |
| Automotive Retail | 0.31% | |
| Computer and Electronics Retail | 0% | 0 |
Industry PE
- Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 13.5x.
- Analysts are expecting annual earnings growth of 6.9%, which is higher than its past year's earnings decline of 28.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 62% over the next 5 years.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 6.9% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CMO Colonial Motor | NZ$7.98 | 2.0% +NZ$5.2m | 14.0% | PE14.2x | |
| KMD KMD Brands | NZ$0.26 | 2.0% +NZ$3.6m | -48.0% | PS0.2x |
