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← CockpitCompetitor Analysis › JD..L JD Sports Fashion PlcOpen in the cockpit ↗

JD Sports Fashion PlcJD..LCompetitor analysis, valuation and peers

United Kingdom · GBP·Consumer Discretionary›Apparel/Footwear Retail

UK sportswear retailer selling branded athletic footwear and apparel through JD and other store banners globally.

≈ A UK Foot LockerMomentum leader 83
Mkt cap
$6.03B
US dollars, full cap
Free float
40%
of shares outstanding
$/day
$14.6M
20-day average traded
Fwd P/E
9.0×
forward earnings
ROIC−WACC
-1.4 pp
WACC 10.7%
Hurdle
-14 pp
Req g minus delivered
Next earnings
249 days
13 Jul 2027
Close · GBP£95.34
1D-1.5%
1W+3.7%
1M+13.5%
3M+1.2%
6M+37.2%
YTD+12.9%
1Y+12.9%
ATR %4.0%
52w lowhigh4.8% off high

What JD Sports Fashion does

UK sportswear retailer selling branded athletic footwear and apparel through JD and other store banners globally.

Sells other companies' sports brands rather than its own, so Nike, its most important supplier, and the other big brands decide which products and launches it receives. US expansion came through the purchases of Finish Line in 2018, Shoe Palace and Hibbett in 2024, which broadened its reach beyond the UK.

In one line: A UK Foot Locker.

Products and services

  • JD Sports stores
  • Other retail banners (Footasylum, Size?)
  • Own-brand apparel

Customers

  • Young, fashion-conscious consumers
  • Sneaker/streetwear enthusiasts

Where it sits in the supply chain

  • Consumer Discretionary
  • Sportswear retail
  • Multi-banner athletic footwear/apparel…

What could go right

  • Sneaker culture/athleisure demand
  • International store expansion

What could go wrong

  • Dependence on Nike/Adidas allocations
  • Consumer discretionary spending sensitivity

Moat: narrow (scale, distribution, brand). Scale purchasing power and prime retail locations for coveted Nike/Adidas allocations.

Headquarters: Bury, UK · Founded: 1981 · Employees: 96,084

Named competitors

JD Sports Fashion at a glance

Size JD Sports Fashion (JD..L) is a United Kingdom Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $6.03B, the 82nd largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £95.34 on 6 Nov 2026.

Performance Over six months the shares gained 37.2%, against +12.9% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue grew 2.1% over the last twelve months (peer median +10.6%); the operating margin is 6.8% (peer median 9.6%).

Valuation It trades at 9.0× forward earnings against a peer median of 17.4× (2nd cheapest of 20).

Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -14 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.4 points below its cost of capital (10.7% WACC).

Next results Next results expected around 13 Jul 2027 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026JD..L 139Peer median 117
Six months, rebased to 100: JD Sports Fashion against the median of its 20 peers (local-currency closes).

JD Sports Fashion financials

Reported figures in GBP; fiscal year ends 2026-01-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£12.6B£12.7B£11.5B£10.5B£10.1B
Revenue growth—+11%+9%+4%—
Gross profit£5.79B£5.87B£5.38B£4.97B£4.84B
EBITDA£1.84B£1.90B£1.75B£1.52B£1.70B
Net income£562M£436M£490M£539M£188M
Free cash flow£1.10B£1.00B£773M£679M£767M
Capital expenditure£364M£413M£534M£540M£359M
Total debtn/a£3.68B£3.74B£2.61B£2.50B

Quarterly statements and history in the cockpit →

JD Sports Fashion competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+50%+100%-10%0%+10%+20%ANFURBNGAP8227VMMVSXYBOOTAEOMEESHOATZLPP301381METROBRANDBURLALEBKECPRITRENTJD..L6-month return →1-month return →
Up and to the right = strong over both horizons. JD Sports Fashion is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%20×40×60×80×ANFURBNGAPVMMVSXYBOOTAEOATZLPP301381METROBRANDALECPRITRENTMDVOVSJD..LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. JD Sports Fashion is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%25%50%ANFURBNGAP8227VMMVSXYBOOTAEOATZLPPMETROBRANDBURLALECPRITRENTMDVOVSJD..LGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. JD Sports Fashion is the large dot.

JD Sports Fashion competitors and peer comparison

Head to head with its named competitors (JD..L vs FRAS.L vs ZAL.DE vs DKS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
JD Sports Fashion JD..L$6.03B+37%+2%7%9.0×1.4%
Frasers FRAS.L$5.64B+44%+8%7%9.1×n/a
Zalando ZAL.DE$7.64B+42%+18%4%19.6×7.6%
Dick's Sporting Goods DKS$12.5B-35%+54%6%11.8×8.7%
Academy Sports and Outdoors ASO$4.14B+24%+4%10%9.9×-1.2%
ASOS ASC.L$670M+88%-15%-1%n/a1.2%

How JD Sports Fashion compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

JD Sports Fashion against its 20 peers (data as of 6 Nov 2026)
MeasureJD..LPeer medianRank in peer set
1-month return+13.5%+6.9%6th highest of 21
6-month return+37.2%+12.9%4th highest of 21
Distance from 52-week high-4.8%-12.3%5th highest of 21
Revenue growth (TTM)+2.1%+10.6%3rd lowest of 21
Operating margin6.8%9.6%6th lowest of 21
Forward P/E9.0×17.4×2nd cheapest of 20
Growth the price implies (Req g, 7 yrs)1.4%17.5%6th least demanding of 20
Growth delivered (Del g)+15.5%+14.9%10th highest of 20
Hurdle (Req g minus delivered)-14.1 pp-2.7 pp2nd least demanding of 20
ROIC minus cost of capital-1.4 pp+2.1 pp5th lowest of 21
EV / EBITDA4.3×11.0×cheapest of 19
Net debt / EBITDA1.6×1.1×8th most indebted of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
JD Sports Fashion JD..LUnited Kingdom$6.03B+37%+2%7%9.0×1.4%+15.5%
Abercrombie & Fitch ANFUnited States$6.35B+57%+5%14%12.1×-2.7%+11.0%
Urban Outfitters URBNUnited States$7.26B+18%+11%10%13.1×6.9%+12.3%
Gap GAPUnited States$7.55B-8%+1%11%8.4×-2.3%+2.2%
SHIMAMURA 8227.TJapan$4.69B+2%+5%9%14.3×-9.9%+5.2%
Vishal Mega Mart VMM.NSIndia$4.67B-25%+18%9%43.8×32.3%+19.4%
Victoria's Secret & VSXYUnited States$8.62B+125%+10%8%21.4×20.0%+3.9%
Boot Barn BOOTUnited States$3.92B-20%+17%14%14.6×14.3%+20.3%
American Eagle Outfitters AEOUnited States$3.34B+19%+8%9%11.1×0.9%+8.1%
Meesho MEESHO.NSIndia$11.4B+17%+34%-9%n/an/an/a
Aritzia ATZ.TOCanada$12.5B+9%+40%16%27.1×22.0%+34.0%
Lpp LPP.WAPoland$13.0B+36%+15%13%17.4×17.5%+24.1%
Sailvan Times 301381.SZChina$2.39B+25%+14%4%25.4×14.9%+17.6%
Metro Brands METROBRAND.NSIndia$2.39B-20%+16%19%49.2×34.1%+29.1%
Burlington Stores BURLUnited States$15.5B-19%+11%8%20.5×18.2%+14.9%
Allegro.eu ALE.WAPoland$15.5B+97%+8%20%30.8×22.1%+23.4%
Buckle BKEUnited States$2.16B-20%+6%22%10.3×-5.2%+7.6%
Capri CPRIUnited States$2.12B+11%-14%3%9.4×21.3%-3.1%
Trent TRENT.NSIndia$17.4B+8%+18%12%75.1×60.1%+50.6%
Modivo MDV.WAPoland$2.01B+29%+4%2%34.1×23.3%+15.9%
OVS OVS.MIItaly$1.74B+15%+10%7%14.8×12.8%+11.4%

Questions

Who are JD Sports Fashion's main competitors?
Named competitors: Foot Locker (private or unlisted), Frasers Group (FRAS.L), Zalando (ZAL.DE), Dick's Sporting Goods (DKS), Academy Sports + Outdoors (ASO), ASOS (ASC.L). The cockpit's measured peer set (industry) also includes Abercrombie & Fitch (ANF), Urban Outfitters (URBN), Gap (GAP), SHIMAMURA (8227.T), Vishal Mega Mart (VMM.NS), Victoria's Secret & (VSXY).
Is JD Sports Fashion expensive compared with its peers?
On forward p/e it trades at 9.0× against a peer median of 17.4×, 2nd cheapest of 20 in its peer set. For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -14 pp: the price already allows for a slowdown.
How has JD Sports Fashion stock performed?
Over six months to 6 Nov 2026 the shares returned +37.2% against +12.9% for the median peer; over one year +12.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.