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New Zealand (NZX) Specialty Stores Industry Analysis

UpdatedSep 28, 2025
DataAggregated Company Financials
Companies6
  • 7D2.2%
  • 3M0.7%
  • 1Y13.7%
  • YTD3.6%

In the last week, the Specialty Stores industry is up 2.2%, with KMD Brands leading the way, up 13%. This means that the industry has gained 14% over the past year. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Mon, 20 Mar 2023NZ$2.7bNZ$3.6bNZ$214.5m12x12.7x0.8x
Wed, 15 Feb 2023NZ$2.8bNZ$3.6bNZ$216.3m12.4x13x0.8x
Fri, 13 Jan 2023NZ$2.8bNZ$3.6bNZ$216.3m12.2x12.8x0.8x
Sun, 11 Dec 2022NZ$2.8bNZ$3.6bNZ$216.3m12.3x13.1x0.8x
Tue, 08 Nov 2022NZ$2.9bNZ$3.5bNZ$216.9m12.3x13.3x0.8x
Thu, 06 Oct 2022NZ$3.0bNZ$3.5bNZ$216.9m12.2x13.6x0.8x
Price to Earnings Ratio

13.6x


Total Market Cap: NZ$3.0bTotal Earnings: NZ$216.9mTotal Revenue: NZ$3.5bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Specialty Stores Industry Price to Earnings3Y Average 18.2x202320242025
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 45.4x which is higher than its 3-year average PE of 18.1x.
  • 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 34% 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-0.32%
Consumer Discretionary1.41%
Specialty Stores2.23%
Specialty Stores12.50%
Apparel Retail2.17%
Home Furnishing Retail1.60%
Automotive Retail1.12%
Computer and Electronics Retail0%0
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 13.6x.
    • Analysts are expecting annual earnings growth of 9.8%, which is higher than its past year's earnings decline of 24.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 78% over the next 5 years.
  • In contrast, the Automotive Retail industry is expected to see its earnings grow by 8.8% 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
KMD KMD BrandsNZ$0.2712.5%
+NZ$21.4m		-46.0%PS0.2x
BGP Briscoe GroupNZ$5.091.6%
+NZ$17.8m		6.0%PE20x
TRA Turners Automotive GroupNZ$7.052.2%
+NZ$13.6m		58.4%PE16.5x
HLG Hallenstein Glasson HoldingsNZ$8.952.2%
+NZ$11.3m		44.4%PE13.5x

Latest News

HLG
NZ$8.95
Hallenstein Glasson Holdings
7D
2.2%
1Y
44.4%
KMD
NZ$0.27
KMD Brands
7D
12.5%
1Y
-46.0%

Analysts Have Been Trimming Their KMD Brands Limited (NZSE:KMD) Price Target After Its Latest Report

Sep 26
Analysts Have Been Trimming Their KMD Brands Limited (NZSE:KMD) Price Target After Its Latest Report
CMO
NZ$8.10
Colonial Motor
7D
-1.0%
1Y
20.9%

Colonial Motor (NZSE:CMO) Will Pay A Dividend Of NZ$0.2353

Sep 19
Colonial Motor (NZSE:CMO) Will Pay A Dividend Of NZ$0.2353
BGP
NZ$5.09
Briscoe Group
7D
1.6%
1Y
6.0%

Briscoe Group (NZSE:BGP) Is Paying Out Less In Dividends Than Last Year

Sep 12
Briscoe Group (NZSE:BGP) Is Paying Out Less In Dividends Than Last Year
2CC
NZ$0.49
2 Cheap Cars Group
7D
-3.0%
1Y
-32.9%
TRA
NZ$7.05
Turners Automotive Group
7D
2.2%
1Y
58.4%