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U.K. (FTSE) Specialty Stores Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies10
  • 7D3.5%
  • 3M-10.9%
  • 1Y1.7%
  • YTDn/a

In the last week, the Specialty Stores industry is up 3.5%, with JD Sports Fashion up 3.7%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 9.3% 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£9.2bUK£23.3bUK£1.1b8.7x8.3x0.4x
Tue, 03 Mar 2026UK£10.4bUK£23.3bUK£1.1b10x9.4x0.4x
Thu, 29 Jan 2026UK£10.5bUK£23.3bUK£1.1b10.1x9.5x0.5x
Sat, 27 Dec 2025UK£10.2bUK£23.3bUK£1.1b9.8x9.2x0.4x
Mon, 24 Nov 2025UK£10.0bUK£23.5bUK£996.6m10.8x10x0.4x
Wed, 22 Oct 2025UK£11.0bUK£23.5bUK£993.4m11x11.1x0.5x
Fri, 19 Sep 2025UK£10.8bUK£22.5bUK£979.2m10.8x11.1x0.5x
Sun, 17 Aug 2025UK£11.0bUK£22.5bUK£979.2m11.5x11.2x0.5x
Tue, 15 Jul 2025UK£10.9bUK£22.9bUK£1.0b12.5x10.8x0.5x
Thu, 12 Jun 2025UK£11.3bUK£22.8bUK£999.6m13.5x11.3x0.5x
Sat, 10 May 2025UK£11.1bUK£22.1bUK£855.3m13.1x13x0.5x
Mon, 07 Apr 2025UK£9.3bUK£22.1bUK£908.3m10.8x10.2x0.4x
Wed, 05 Mar 2025UK£10.5bUK£22.1bUK£908.3m11.6x11.6x0.5x
Fri, 31 Jan 2025UK£11.5bUK£22.1bUK£908.3m13.2x12.6x0.5x
Sun, 29 Dec 2024UK£11.7bUK£22.1bUK£902.0m12.3x13x0.5x
Tue, 26 Nov 2024UK£13.1bUK£22.3bUK£990.9m16.2x13.2x0.6x
Thu, 24 Oct 2024UK£15.0bUK£22.2bUK£987.6m17.4x15.2x0.7x
Sat, 21 Sep 2024UK£16.2bUK£21.7bUK£1.2b16.3x13.7x0.7x
Mon, 19 Aug 2024UK£14.6bUK£21.7bUK£1.2b16.3x12.3x0.7x
Wed, 17 Jul 2024UK£14.2bUK£21.9bUK£1.3b17.7x10.7x0.6x
Fri, 14 Jun 2024UK£14.5bUK£21.9bUK£1.4b14.4x10.6x0.7x
Sun, 12 May 2024UK£14.0bUK£21.8bUK£1.0b19.6x13.5x0.6x
Tue, 09 Apr 2024UK£14.2bUK£21.7bUK£1.0b18.4x13.5x0.7x
Thu, 07 Mar 2024UK£13.7bUK£21.7bUK£1.0b17.7x13.1x0.6x
Sat, 03 Feb 2024UK£13.5bUK£21.7bUK£1.0b17.8x12.8x0.6x
Mon, 01 Jan 2024UK£17.9bUK£22.0bUK£1.1b18x17x0.8x
Wed, 29 Nov 2023UK£16.6bUK£21.8bUK£1.0b13.7x15.9x0.8x
Fri, 27 Oct 2023UK£14.5bUK£21.7bUK£1.0b12.9x14x0.7x
Sun, 24 Sep 2023UK£16.5bUK£21.6bUK£1.0b16.4x16.1x0.8x
Tue, 22 Aug 2023UK£16.8bUK£21.3bUK£965.2m22.1x17.5x0.8x
Thu, 20 Jul 2023UK£17.6bUK£20.8bUK£790.7m18.8x22.3x0.8x
Sat, 17 Jun 2023UK£16.7bUK£20.7bUK£785.1m16x21.3x0.8x
Mon, 15 May 2023UK£18.7bUK£19.6bUK£980.1m16.4x19.1x1x
Wed, 12 Apr 2023UK£18.2bUK£19.4bUK£940.7m16.2x19.4x0.9x
Price to Earnings Ratio

19.4x


Total Market Cap: UK£18.2bTotal Earnings: UK£940.7mTotal Revenue: UK£19.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialty Stores Industry Price to Earnings3Y Average 13.4x202420252026
Current Industry PE
  • Investors are pessimistic on the British Specialty Stores 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 8.3x which is lower than its 3-year average PE of 13.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • The earnings for companies in the Specialty Stores industry have grown 5.6% per year over the last three years.
  • Revenues for these companies have grown 6.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.K. Specialty Stores compare with similar industries?

GB Market4.54%
Consumer Discretionary4.30%
Specialty Stores3.24%
Specialty Stores3.47%
Computer and Electronics Retail4.45%
Home Furnishing Retail3.36%
Home Improvement Retail2.82%
Automotive Retail2.75%
Apparel Retail-2.94%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
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
PETS Pets at Home GroupUK£1.854.8%
+UK£37.2m		-15.2%PE10.7x
WOSG Watches of Switzerland GroupUK£4.603.2%
+UK£33.6m		33.5%PE15.5x
SMWH WH SmithUK£5.874.7%
+UK£33.0m		-36.9%PS0.5x

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.
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).
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
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CARD
UK£0.63
Card Factory
7D
2.9%
1Y
-22.4%

CARD: Stable Fair Value And Refined Assumptions Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Card Factory at £1.70. Small adjustments to assumptions on the discount rate, revenue growth, profit margin and future P/E have resulted in an unchanged overall price target.
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.
MOON
UK£2.10
Moonpig Group
7D
1.4%
1Y
-2.3%
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