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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedMay 08, 2024
DataAggregated Company Financials
Companies30
  • 7D1.3%
  • 3M4.7%
  • 1Y-17.0%
  • YTD-12.7%

In the last week, the Specialty Stores industry is up 1.3%, with JD Sports Fashion up 2.8%. In the same time, Card Factory was down 6.2%. In the past year, the industry is down 17%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the U.K. Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 May 2024UK£24.6bUK£63.6bUK£1.3b15.2x18.5x0.4x
Sat, 06 Apr 2024UK£25.6bUK£67.7bUK£1.4b14.4x18.1x0.4x
Mon, 04 Mar 2024UK£25.4bUK£67.9bUK£1.4b15.6x18.1x0.4x
Wed, 31 Jan 2024UK£27.7bUK£82.4bUK£1.6b14x17.3x0.3x
Fri, 29 Dec 2023UK£32.4bUK£82.7bUK£1.6b14.8x20.2x0.4x
Sun, 26 Nov 2023UK£29.9bUK£82.7bUK£1.1b13.4x27.7x0.4x
Tue, 24 Oct 2023UK£27.7bUK£83.1bUK£1.0b11.5x26.5x0.3x
Thu, 21 Sep 2023UK£29.1bUK£82.2bUK£1.0b12.4x28.9x0.4x
Sat, 19 Aug 2023UK£30.5bUK£82.6bUK£1.2b11.9x26.1x0.4x
Mon, 17 Jul 2023UK£30.6bUK£82.2bUK£993.8m12.3x30.8x0.4x
Wed, 14 Jun 2023UK£30.5bUK£82.6bUK£921.7m10.6x33.1x0.4x
Fri, 12 May 2023UK£32.9bUK£81.6bUK£1.2b10.9x27.3x0.4x
Sun, 09 Apr 2023UK£32.3bUK£81.2bUK£1.4b11x23.3x0.4x
Tue, 07 Mar 2023UK£33.0bUK£72.0bUK£1.8b11.3x18.6x0.5x
Thu, 02 Feb 2023UK£31.9bUK£72.0bUK£1.8b11.1x17.8x0.4x
Sat, 31 Dec 2022UK£27.2bUK£71.9bUK£1.8b9.6x15x0.4x
Mon, 28 Nov 2022UK£29.0bUK£71.7bUK£2.3b9.6x12.4x0.4x
Wed, 26 Oct 2022UK£23.9bUK£69.9bUK£2.3b6.4x10.5x0.3x
Fri, 23 Sep 2022UK£25.9bUK£68.8bUK£2.3b7.8x11.3x0.4x
Sun, 21 Aug 2022UK£27.5bUK£68.8bUK£2.5b8.1x11.2x0.4x
Tue, 19 Jul 2022UK£27.0bUK£68.2bUK£2.1b8x12.6x0.4x
Thu, 16 Jun 2022UK£26.3bUK£67.0bUK£2.1b8.1x12.6x0.4x
Sat, 14 May 2022UK£28.6bUK£66.4bUK£2.1b9.3x13.7x0.4x
Mon, 11 Apr 2022UK£30.4bUK£65.4bUK£2.0b10.3x15.2x0.5x
Wed, 09 Mar 2022UK£28.9bUK£66.0bUK£2.0b9.5x14.5x0.4x
Fri, 04 Feb 2022UK£36.2bUK£65.0bUK£2.0b11.5x18.4x0.6x
Sun, 02 Jan 2022UK£39.4bUK£65.2bUK£1.9b12x20.4x0.6x
Tue, 30 Nov 2021UK£29.2bUK£64.7bUK£1.8b10.6x16x0.5x
Thu, 28 Oct 2021UK£37.6bUK£64.3bUK£1.6b10.3x24.2x0.6x
Sat, 25 Sep 2021UK£38.7bUK£63.6bUK£1.5b11.7x26.5x0.6x
Mon, 23 Aug 2021UK£37.4bUK£60.0bUK£825.7m13.8x45.3x0.6x
Sat, 10 Jul 2021UK£36.0bUK£60.0bUK£825.7m16x43.6x0.6x
Price to Earnings Ratio

49x


Total Market Cap: UK£36.1bTotal Earnings: UK£737.9mTotal Revenue: UK£59.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 22.7x202220232024
Current Industry PE
  • Investors are pessimistic on the British 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 18.5x which is lower than its 3-year average PE of 22.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.46x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 2.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market1.96%
Consumer Discretionary2.90%
Specialty Stores1.28%
Apparel Retail4.91%
Automotive Retail2.23%
Home Improvement Retail1.84%
Computer and Electronics Retail1.76%
Specialty Stores1.01%
Home Furnishing Retail-0.41%
Industry PE
  • Investors are most optimistic about the Computer and Electronics Retail industry which is trading above its 3-year average PE ratio of 12.5x.
    • Analysts are expecting annual earnings growth of 22.0% and investors are willing to pay a premium for that growth.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 62% over the next 5 years.
  • This is better than its past earnings growth rate of 22% per year.
  • In contrast, the Automotive Retail industry is expected to see its earnings grow by 9.7% 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
JD. JD Sports FashionUK£1.174.1%
+UK£241.0m
-29.0%PE30.6x
KGF KingfisherUK£2.573.3%
+UK£151.0m
1.3%PE13.8x
FRAS Frasers GroupUK£8.232.2%
+UK£75.8m
6.3%PE6.7x
DNLM Dunelm GroupUK£10.152.7%
+UK£53.6m
-11.5%PE13.7x
PETS Pets at Home GroupUK£2.983.1%
+UK£41.6m
-23.4%PE16.7x
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