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Swedish (OMX) Specialty Stores Industry Analysis

UpdatedApr 12, 2026
DataAggregated Company Financials
Companies28
  • 7D1.4%
  • 3M-1.6%
  • 1Y32.5%
  • YTD-3.9%

Over the last 7 days, the Specialty Stores industry has risen 1.4%, driven by gains from Clas Ohlson of 8.7%. In the last 12 months, the industry was up 32%. Earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Apr 2026SEK 363.4bSEK 335.8bSEK 14.9b21.2x24.4x1.1x
Tue, 10 Mar 2026SEK 361.8bSEK 341.2bSEK 14.7b21.8x24.6x1.1x
Thu, 05 Feb 2026SEK 374.2bSEK 340.3bSEK 14.7b22.7x25.5x1.1x
Sat, 03 Jan 2026SEK 378.2bSEK 343.2bSEK 12.8b23.6x29.6x1.1x
Mon, 01 Dec 2025SEK 356.9bSEK 340.2bSEK 12.7b23.4x28.1x1x
Wed, 29 Oct 2025SEK 371.3bSEK 339.7bSEK 12.6b25.2x29.4x1.1x
Fri, 26 Sep 2025SEK 352.3bSEK 340.5bSEK 11.8b25.9x29.8x1x
Sun, 24 Aug 2025SEK 310.0bSEK 339.5bSEK 11.8b24.3x26.4x0.9x
Tue, 22 Jul 2025SEK 296.5bSEK 339.3bSEK 11.8b22.5x25.1x0.9x
Thu, 19 Jun 2025SEK 280.1bSEK 341.8bSEK 12.8b22.4x21.8x0.8x
Sat, 17 May 2025SEK 302.0bSEK 341.6bSEK 12.6b21.3x23.9x0.9x
Mon, 14 Apr 2025SEK 271.9bSEK 340.5bSEK 12.6b19.4x21.5x0.8x
Wed, 12 Mar 2025SEK 288.3bSEK 338.4bSEK 13.2b20.1x21.9x0.9x
Fri, 07 Feb 2025SEK 309.2bSEK 338.9bSEK 12.7b20.8x24.3x0.9x
Sun, 05 Jan 2025SEK 293.7bSEK 339.1bSEK 11.5b18.3x25.5x0.9x
Tue, 03 Dec 2024SEK 304.4bSEK 338.9bSEK 11.3b18.7x27x0.9x
Thu, 31 Oct 2024SEK 323.5bSEK 337.8bSEK 11.6b19.2x28x1x
Sat, 28 Sep 2024SEK 340.3bSEK 355.8bSEK 10.9b19.4x31.3x1x
Mon, 26 Aug 2024SEK 334.2bSEK 357.3bSEK 11.7b19.2x28.7x0.9x
Wed, 24 Jul 2024SEK 332.5bSEK 358.0bSEK 11.3b20.6x29.3x0.9x
Fri, 21 Jun 2024SEK 380.9bSEK 355.7bSEK 9.9b22.7x38.5x1.1x
Sun, 19 May 2024SEK 360.2bSEK 355.6bSEK 9.8b21.4x36.6x1x
Tue, 16 Apr 2024SEK 334.0bSEK 351.4bSEK 9.9b25.7x33.8x1x
Thu, 14 Mar 2024SEK 302.0bSEK 352.4bSEK 9.0b26.2x33.4x0.9x
Sat, 10 Feb 2024SEK 289.3bSEK 351.1bSEK 9.7b25.9x29.8x0.8x
Mon, 08 Jan 2024SEK 332.2bSEK 351.8bSEK 7.2b30.4x46.3x0.9x
Wed, 06 Dec 2023SEK 338.7bSEK 351.6bSEK 7.1b25.4x47.8x1x
Fri, 03 Nov 2023SEK 308.2bSEK 351.1bSEK 7.0b26.4x43.9x0.9x
Sun, 01 Oct 2023SEK 306.1bSEK 350.2bSEK 8.7b18.6x35.1x0.9x
Tue, 29 Aug 2023SEK 315.4bSEK 346.9bSEK 5.9b20.5x53x0.9x
Thu, 27 Jul 2023SEK 340.8bSEK 345.3bSEK 5.8b22.6x58.8x1x
Sat, 24 Jun 2023SEK 306.1bSEK 342.5bSEK 6.6b17.5x46.2x0.9x
Mon, 22 May 2023SEK 290.1bSEK 342.2bSEK 6.4b18.2x45x0.8x
Wed, 19 Apr 2023SEK 310.7bSEK 340.5bSEK 7.3b19.6x42.8x0.9x
Price to Earnings Ratio

42.8x


Total Market Cap: SEK 310.7bTotal Earnings: SEK 7.3bTotal Revenue: SEK 340.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Swedish Specialty Stores Industry Price to Earnings3Y Average 33.1x202420252026
Current Industry PE
  • Investors are pessimistic on the Swedish Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 24.4x which is lower than its 3-year average PE of 33.1x.
  • The 3-year average PS ratio of 0.94x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 27% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Swedish Consumer Discretionary industry?

SE Market4.42%
Consumer Discretionary1.90%
Specialty Stores1.37%
Home Improvement Retail6.50%
Automotive Retail4.64%
Computer and Electronics Retail3.26%
Apparel Retail0.77%
Specialty Stores0.31%
Home Furnishing Retail-0.86%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 47.0x.
    • Analysts expect its future annual earnings growth (26.2%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 105% over the next 5 years.
  • However this is lower than its past earnings growth rate of 301% per year.
  • In contrast, the Apparel Retail industry is expected to see its earnings grow by 8.0% 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
CLAS B Clas OhlsonSEK 406.808.7%
+SEK 2.1b		61.3%PE23.3x
HM B H & M Hennes & MauritzSEK 175.100.5%
+SEK 1.5b		33.5%PE22.8x
BILI A BiliaSEK 129.704.7%
+SEK 534.2m		12.4%PE15.7x
RVRC RVRC HoldingSEK 70.906.4%
+SEK 453.5m		65.7%PE24.2x
HAYPP Haypp GroupSEK 128.806.6%
+SEK 258.6m		27.5%PE98x

Latest News

HAYPP
SEK 128.80
Haypp Group
7D
6.6%
1Y
27.5%
BHG
SEK 23.14
BHG Group
7D
-3.1%
1Y
7.6%

Online Migration And Unique Assortment Will Support Stronger Long Term Performance

Catalysts About BHG Group BHG Group operates online retail platforms focused on home improvement, indoor furnishing, home decoration, bathroom products and garden categories across several European markets. What are the underlying business or industry changes driving this perspective?
WSG
SEK 63.20
WS WeSports Group
7D
-0.5%
1Y
n/a
RVRC
SEK 70.90
RVRC Holding
7D
6.4%
1Y
65.7%

RVRC: Completed Buyback Will Support Future Upside From Current Undervalued Levels

Analysts have nudged their price target on RVRC Holding up from SEK 74 to SEK 80, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key inputs behind the change. What's in the News RVRC Holding has updated on its ongoing share buyback, covering activity from October 1, 2025 to November 20, 2025.
HM B
SEK 175.10
H & M Hennes & Mauritz
7D
0.5%
1Y
33.5%

HM B: Future Margin Discipline And Capital Returns May Support Fair Upside

The analyst fair value estimate for H & M Hennes & Mauritz has been adjusted from SEK 194.0 to SEK 200.0 as analysts factor in updated assumptions on revenue growth, profit margins and discount rate, along with recent Street price target changes and rating revisions. Analyst Commentary Street research on H & M Hennes & Mauritz over recent weeks reflects a mixed backdrop, with several firms adjusting targets and ratings as new information comes through.
BILI A
SEK 129.70
Bilia
7D
4.7%
1Y
12.4%

BILI A: Four-Part Dividend And Stable Assumptions Will Support Attractive Returns

Analysts kept their SEK 153.0 price target for Bilia unchanged. They cited only slight model adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
BMAX
SEK 56.10
Byggmax Group
7D
2.9%
1Y
18.7%
CLAS B
SEK 406.80
Clas Ohlson
7D
8.7%
1Y
61.3%

CLAS B: Selective Deal Pipeline And Stable Assumptions Will Support Long-Term Prospects

Analysts have left their SEK price target for Clas Ohlson broadly unchanged, with only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. This signals that their overall valuation view remains steady.
VUXEN
SEK 17.50
Vuxen Group
7D
-2.8%
1Y
69.1%
SYNSAM
SEK 65.20
Synsam
7D
-4.0%
1Y
51.3%
RUG
SEK 57.50
RugVista Group
7D
-0.9%
1Y
29.8%

RUG: Special And Ordinary Dividend Will Drive Shareholder Returns Despite CFO Transition

Analysts have kept RugVista Group's price target steady at SEK 85.00, reflecting only marginal tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that leave their overall valuation view essentially unchanged. What's in the News The board proposes a total dividend of SEK 5.00 per share, split between an ordinary dividend of SEK 1.50 per share and an extra dividend of SEK 3.50 per share, for a total distribution of SEK 103.9 million to shareholders (Key Developments).
MEDS
SEK 27.10
Meds Apotek
7D
-3.2%
1Y
n/a
FOI B
SEK 487.00
Fenix Outdoor International
7D
2.2%
1Y
-17.5%
NELLY
SEK 60.25
Nelly Group
7D
9.9%
1Y
77.7%
DSNO
SEK 0.097
Desenio Group
7D
-2.8%
1Y
-39.4%
BBROOM
SEK 4.00
New Bubbleroom Sweden
7D
-3.8%
1Y
13.0%