South African (JSE) Apparel Retail Industry Analysis

Industry Valuation and Performance

Has the South African Apparel Retail Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 03 May 2024	R173.4b	R200.6b	R7.9b	8.4x	21.9x	0.9x
Sun, 31 Mar 2024	R174.8b	R200.6b	R7.9b	8.4x	22x	0.9x
Tue, 27 Feb 2024	R178.7b	R199.7b	R7.9b	8.7x	22.6x	0.9x
Thu, 25 Jan 2024	R169.4b	R199.7b	R7.9b	8.1x	21.5x	0.8x
Sat, 23 Dec 2023	R171.6b	R199.7b	R7.9b	8.2x	21.7x	0.9x
Mon, 20 Nov 2023	R170.6b	R191.9b	R15.1b	10.3x	11.3x	0.9x
Wed, 18 Oct 2023	R155.2b	R189.0b	R15.3b	9.4x	10.1x	0.8x
Fri, 15 Sep 2023	R148.1b	R188.9b	R15.3b	9x	9.7x	0.8x
Sun, 13 Aug 2023	R160.6b	R188.1b	R15.2b	9.5x	10.6x	0.9x
Tue, 11 Jul 2023	R148.6b	R188.1b	R15.2b	8.3x	9.8x	0.8x
Thu, 08 Jun 2023	R140.1b	R180.2b	R15.9b	7.3x	8.8x	0.8x
Sat, 06 May 2023	R147.2b	R178.4b	R16.3b	7.4x	9x	0.8x
Mon, 03 Apr 2023	R149.9b	R178.2b	R16.2b	7.8x	9.2x	0.8x
Wed, 01 Mar 2023	R163.0b	R178.2b	R16.2b	8.3x	10.1x	0.9x
Fri, 27 Jan 2023	R178.3b	R177.0b	R16.1b	9.2x	11.1x	1x
Sun, 25 Dec 2022	R170.7b	R177.0b	R16.1b	8.3x	10.6x	1x
Tue, 22 Nov 2022	R188.4b	R173.5b	R15.4b	8.7x	12.2x	1.1x
Thu, 20 Oct 2022	R182.4b	R169.0b	R15.0b	10.1x	12.2x	1.1x
Sat, 17 Sep 2022	R185.6b	R168.9b	R15.0b	11x	12.4x	1.1x
Mon, 15 Aug 2022	R193.3b	R167.6b	R14.4b	11.2x	13.5x	1.2x
Wed, 13 Jul 2022	R175.3b	R167.6b	R14.4b	10.6x	12.2x	1x
Fri, 10 Jun 2022	R191.7b	R160.3b	R9.2b	8.3x	20.9x	1.2x
Sun, 08 May 2022	R185.7b	R160.3b	R9.2b	8.3x	20.2x	1.2x
Tue, 05 Apr 2022	R208.8b	R160.3b	R9.2b	9.1x	22.7x	1.3x
Thu, 03 Mar 2022	R200.9b	R160.2b	R9.1b	16.5x	22x	1.3x
Sat, 29 Jan 2022	R195.0b	R159.9b	R8.6b	16.7x	22.6x	1.2x
Mon, 27 Dec 2021	R189.2b	R159.9b	R8.6b	13.2x	22x	1.2x
Wed, 24 Nov 2021	R194.3b	R145.7b	R1.5b	12x	129.6x	1.3x
Fri, 22 Oct 2021	R202.7b	R139.2b	R883.7m	10.9x	229.4x	1.5x
Sun, 19 Sep 2021	R194.9b	R139.2b	R770.2m	15.5x	253.1x	1.4x
Tue, 17 Aug 2021	R221.9b	R139.2b	R770.2m	18.4x	288.1x	1.6x
Tue, 01 Jun 2021	R199.8b	R138.7b	-R612,801,000.00	31.2x	-326.1x	1.4x

Current Industry PE

Investors are pessimistic on the South African Apparel 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 21.9x which is lower than its 3-year average PE of 38.3x.

The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.86x.

Past Earnings Growth

Total earnings for the Apparel Retail industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 13% per year.
This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does South African Apparel Retail compare with similar industries?


ZA Market	3.08%
Consumer Discretionary	3.98%
Specialty Stores	6.32%
Apparel Retail	7.39%
Automotive Retail	5.16%
Home Furnishing Retail	0.92%
Computer and Electronics Retail	0%
Specialty Stores	0%
Home Improvement Retail	-1.07%

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?

Company	Last Price	7D	1Y	Valuation
PPH Pepkor Holdings	R18.46	5.4% +R3.5b	11.9%	PS0.8x
MRP Mr Price Group	R180.85	7.0% +R3.1b	22.7%	PE15.6x
TFG Foschini Group	R99.84	3.8% +R1.2b	11.1%	PE11.5x
TRU Truworths International	R76.65	2.2% +R616.4m	46.4%	PE8.5x
RTN Rex Trueform Group	R13.75	3.3% +R9.5m	-1.8%	PE6x