Ka-ching! 5 fastest growing ASX 200 retail shares of FY25

MotleyFool
07-11

ASX 200 retail shares caught some tailwinds in FY25 as inflation fell and two interest rate cuts boosted consumer confidence.

The S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) rose by 18% and delivered total returns, including dividends, of 21% in FY25.

By comparison, the benchmark S&P/ASX 200 Index (ASX: XJO) lifted 10% and provided total gross returns of 14%.

Let's check out the five best consumer discretionary shares for price growth in FY25.

5 best ASX 200 retail shares of FY25

Temple & Webster Group Ltd (ASX: TPW)

The Temple & Webster share price rocketed 127% in FY25, beating all other ASX 200 retail stocks in terms of capital growth.

Stock in the online furniture retailer closed at $21.32 per share on 30 June.

Macquarie has an outperform rating on Temple & Webster shares with a 12-month price target of $17.60. 

JB Hi-Fi Limited (ASX: JBH)

The JB Hi-Fi share price soared by 80% in FY25.

JB Hi-Fi shares finished the year at $110.35 apiece on 30 June.

Bell Potter has a buy rating and $114 price target on this ASX 200 retail share.

In a recent note, the broker said:

We view the retailer as being able to support a higher multiple as we see a sizable upside from the AI driven upgrade cycle/replacement cycle of devices purchased during COVID-peak and given the similarities of JBH and other low gross margin yet high-earnings quality retailers globally.

Eagers Automotive Ltd (ASX: APE)

The Eagers Automotive share price ascended 66% in FY25.

Stock in the Australian and New Zealand car retailer closed at $17.45 on 30 June.

Macquarie has an outperform rating on Eagers Automotive shares with a 12-month target price of $20.35. 

Aristocrat Leisure Ltd (ASX: ALL)

The Aristocrat share price lifted 31% to $65.17 per share on 30 June.

Aristocrat is a gaming technology company that manufactures poker machines and develops online games.

Bell Potter has a buy rating and a 12-month price target of $79 on this ASX 200 retail share.

In a recent note, the broker said:

Trading at 24x 12MF P/E, down from ~27x in January, even as earnings continue to step higher, with ~14% EPS 2y CAGR.

We like that they have balance-sheet fire-power with net cash and a fresh A$750 m on-market buy-back, which gives flexibility to keep rewarding shareholders while funding organic R&D and M&A in real-money gaming.

Wesfarmers Ltd (ASX: WES)

The Wesfarmers share price leapt 30% to $84.75 per share on 30 June.

Wesfarmers is a conglomerate that owns a range of businesses.

These include household name retailers like Bunnings, Beaumont Tiles, Kmart, Target, and Officeworks.

It also has an industrial division and a chemicals, energy and fertilisers division.

Its healthcare division includes the Priceline Pharmacy franchise, the online Instant Scripts, and Silk Laser Clinics.

Macquarie has a neutral rating and a 12-month price target of $80 on this ASX 200 retail share.

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