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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies26
  • 7D3.2%
  • 3M-12.8%
  • 1Y3.9%
  • YTD-12.0%

In the last week, the Specialty Stores industry is up 3.2%, with Kingfisher leading the way, up 2.9%. In the last 12 months, the industry was up 3.9%. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026UK£19.4bUK£62.4bUK£1.4b10.9x13.5x0.3x
Tue, 03 Mar 2026UK£23.4bUK£62.2bUK£1.3b14.5x17.4x0.4x
Thu, 29 Jan 2026UK£22.8bUK£62.2bUK£1.4b14.1x16.9x0.4x
Sat, 27 Dec 2025UK£22.1bUK£62.2bUK£1.4b14.9x16.3x0.4x
Mon, 24 Nov 2025UK£21.2bUK£62.0bUK£1.2b15.5x17.8x0.3x
Wed, 22 Oct 2025UK£22.7bUK£62.1bUK£1.2b16.7x19.1x0.4x
Fri, 19 Sep 2025UK£21.5bUK£61.0bUK£1.2b21.6x18.5x0.4x
Sun, 17 Aug 2025UK£22.3bUK£62.3bUK£907.2m23.3x24.6x0.4x
Tue, 15 Jul 2025UK£22.6bUK£62.7bUK£936.4m23.6x24.2x0.4x
Thu, 12 Jun 2025UK£23.1bUK£62.2bUK£943.4m22.5x24.5x0.4x
Sat, 10 May 2025UK£23.4bUK£61.5bUK£800.5m19.7x29.2x0.4x
Mon, 07 Apr 2025UK£19.6bUK£61.7bUK£809.1m17.3x24.2x0.3x
Wed, 05 Mar 2025UK£20.7bUK£61.8bUK£968.0m12.7x21.4x0.3x
Fri, 31 Jan 2025UK£22.3bUK£62.4bUK£969.6m13.8x23x0.4x
Sun, 29 Dec 2024UK£22.9bUK£62.4bUK£965.9m14.1x23.7x0.4x
Tue, 26 Nov 2024UK£24.4bUK£62.7bUK£1.0b16.2x23.6x0.4x
Thu, 24 Oct 2024UK£27.6bUK£63.1bUK£1.2b17.5x22.5x0.4x
Sat, 21 Sep 2024UK£29.0bUK£62.6bUK£1.5b17.1x19.9x0.5x
Mon, 19 Aug 2024UK£26.5bUK£62.7bUK£1.5b16.3x18.2x0.4x
Wed, 17 Jul 2024UK£25.9bUK£62.8bUK£1.6b17.7x16.2x0.4x
Fri, 14 Jun 2024UK£25.9bUK£63.8bUK£1.7b14.2x15.6x0.4x
Sun, 12 May 2024UK£25.0bUK£63.5bUK£1.3b15.2x19.7x0.4x
Tue, 09 Apr 2024UK£25.6bUK£67.7bUK£1.4b14.4x18.1x0.4x
Thu, 07 Mar 2024UK£25.0bUK£67.9bUK£1.4b15.5x17.8x0.4x
Sat, 03 Feb 2024UK£27.0bUK£82.4bUK£1.6b13.9x16.8x0.3x
Mon, 01 Jan 2024UK£32.3bUK£82.7bUK£1.6b14.6x20.1x0.4x
Wed, 29 Nov 2023UK£30.1bUK£82.7bUK£1.1b13.7x27.9x0.4x
Fri, 27 Oct 2023UK£27.3bUK£83.1bUK£1.0b12.2x26.2x0.3x
Sun, 24 Sep 2023UK£30.1bUK£82.6bUK£1.1b12.7x28.5x0.4x
Tue, 22 Aug 2023UK£30.5bUK£82.6bUK£1.2b11.8x26.1x0.4x
Thu, 20 Jul 2023UK£31.8bUK£82.2bUK£993.8m11.9x32x0.4x
Sat, 17 Jun 2023UK£30.3bUK£82.5bUK£912.4m9.9x33.2x0.4x
Mon, 15 May 2023UK£33.0bUK£81.6bUK£1.2b10.8x27.3x0.4x
Wed, 12 Apr 2023UK£32.8bUK£81.2bUK£1.4b11.3x23.6x0.4x
Price to Earnings Ratio

23.6x


Total Market Cap: UK£32.8bTotal Earnings: UK£1.4bTotal Revenue: UK£81.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 22.1x202420252026
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 13.5x which is lower than its 3-year average PE of 22.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 8.4% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

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

GB Market4.54%
Consumer Discretionary4.30%
Specialty Stores3.24%
Computer and Electronics Retail4.45%
Specialty Stores3.47%
Home Furnishing Retail3.36%
Home Improvement Retail2.82%
Automotive Retail2.75%
Apparel Retail-2.94%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 19.0x.
    • Analysts are expecting annual earnings growth of 13.7%, which is lower than the prior year's growth of 111.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 80% over the next 5 years.
  • This is better than its past earnings decline of 75% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 7.7% 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
KGF KingfisherUK£2.832.9%
+UK£130.2m		11.8%PE19.4x
JD. JD Sports FashionUK£0.713.7%
+UK£117.2m		4.8%PE6.8x
FRAS Frasers GroupUK£6.452.8%
+UK£74.2m		13.2%PE6.4x
CURY CurrysUK£1.276.3%
+UK£73.0m		27.4%PE10x
DNLM Dunelm GroupUK£8.103.0%
+UK£47.5m		-7.6%PE10.9x

Latest News

JD.
UK£0.71
JD Sports Fashion
7D
3.7%
1Y
4.8%

JD.: Share Repurchases And Premium P/E Assumption Will Support Future Upside

Analysts have trimmed their average price target on JD Sports Fashion, with recent Street research indicating reductions of £0.10 and £0.01. This reflects a slightly more cautious stance on the shares.
KGF
UK£2.83
Kingfisher
7D
2.9%
1Y
11.8%
PETS
UK£1.85
Pets at Home Group
7D
4.8%
1Y
-15.2%

PETS: Stable Margins And Higher Future P/E Will Support Upside Potential

Analysts have trimmed their price target for Pets at Home Group to £3.00, with small adjustments to the discount rate, revenue growth, profit margin and future P/E helping explain the reset in expectations. Valuation Changes Fair Value: Kept steady at £3.00 per share, so the headline valuation anchor is unchanged.
WOSG
UK£4.60
Watches of Switzerland Group
7D
3.2%
1Y
33.5%

WOSG: Revised Guidance And Margins Will Shape Balanced Outlook For 2026

Analysts have lifted their price target on Watches of Switzerland Group to £4.30, citing updated assumptions for slightly lower discount rates, adjusted revenue growth, profit margin expectations, and a modest tweak to future P/E multiples. What's in the News Watches of Switzerland Group issued financial guidance for the second half of fiscal 2026, indicating that the EBIT margin percentage is expected to be higher in the second half than in the first half (company guidance).
DEBS
UK£0.17
boohoo group
7D
-0.5%
1Y
-24.3%
AO.
UK£0.86
AO World
7D
-0.5%
1Y
-5.8%

AO.: Higher Profit Margin Assumptions Will Support Stronger Future Returns

Analysts have adjusted their price target for AO World from £1.43 to £1.53, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as key drivers of the revision. Valuation Changes Fair Value: updated from £1.43 to £1.53, indicating a modestly higher assessed value per share.
DNLM
UK£8.10
Dunelm Group
7D
3.0%
1Y
-7.6%

DNLM: Share Buybacks And Recent Upgrades Will Support Future Multiple Re Rating

Analysts have lifted their price target on Dunelm Group to £11.93. This is a modest adjustment supported by updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations following mixed recent research views from major brokers.
MRK
UK£0.47
Marks Electrical Group
7D
-1.0%
1Y
-18.8%
CURY
UK£1.27
Currys
7D
6.3%
1Y
27.4%
G4M
UK£2.35
Gear4music (Holdings)
7D
-2.9%
1Y
121.7%

Here's Why We Think Gear4music (Holdings) (LON:G4M) Might Deserve Your Attention Today

Mar 26
Here's Why We Think Gear4music (Holdings) (LON:G4M) Might Deserve Your Attention Today
ASC
UK£2.17
ASOS
7D
-2.9%
1Y
-18.0%

ASC: Higher Assumed Margins And Lower P/E Will Support Share Recovery

ASOS's analyst price target has edged higher to £3.28 per share, with analysts pointing to slightly better assumed profit margins and a lower forward P/E multiple in their refreshed models. Valuation Changes Fair Value: Modelled fair value is unchanged at £3.28 per share.
SMWH
UK£5.87
WH Smith
7D
4.7%
1Y
-36.9%

SMWH: Future Execution Risks And Shareholder Actions Will Shape Fairly Valued Outlook

WH Smith's updated valuation reflects a trim in the analyst price target to about £5.75 from £6.00, as analysts factor in a slightly higher discount rate, more conservative revenue growth and profit margin assumptions, and a marginally higher future P/E, consistent with recent target reductions from Berenberg, Canaccord and Deutsche Bank. Analyst Commentary Recent research updates show a cautious tone around WH Smith, with several price targets adjusted to lower levels while existing ratings are largely unchanged.
TPT
UK£0.33
Topps Tiles
7D
-6.3%
1Y
4.8%
VTU
UK£0.58
Vertu Motors
7D
-1.5%
1Y
13.2%
FRAS
UK£6.45
Frasers Group
7D
2.8%
1Y
13.2%

Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down

Feb 16
Returns At Frasers Group (LON:FRAS) Appear To Be Weighed Down
SHOE
UK£0.44
Shoe Zone
7D
-3.3%
1Y
-51.6%