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South African (JSE) Food and Staples Retail Industry Analysis

UpdatedMay 04, 2024
DataAggregated Company Financials
Companies7
  • 7D2.5%
  • 3M-5.6%
  • 1Y9.2%
  • YTD-4.0%

In the last week, the Food and Staples Retail industry is up 2.5%, with all of the companies up. This means that the industry has gained 9.2% over the past year. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the South African Food and Staples Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 May 2024R414.0bR809.0bR18.5b26.6x22.4x0.5x
Mon, 01 Apr 2024R417.5bR807.2bR18.3b28x22.8x0.5x
Wed, 28 Feb 2024R422.0bR792.4bR18.2b28.3x23.2x0.5x
Fri, 26 Jan 2024R438.1bR848.7bR15.9b28.2x27.6x0.5x
Sun, 24 Dec 2023R431.0bR848.7bR15.9b27.9x27.2x0.5x
Tue, 21 Nov 2023R418.7bR838.5bR17.3b21.5x24.3x0.5x
Thu, 19 Oct 2023R391.9bR832.4bR18.4b19.6x21.3x0.5x
Sat, 16 Sep 2023R417.8bR832.4bR18.4b20.2x22.7x0.5x
Mon, 14 Aug 2023R423.4bR787.7bR17.4b21.5x24.4x0.5x
Wed, 12 Jul 2023R402.9bR787.7bR17.4b19.8x23.2x0.5x
Fri, 09 Jun 2023R387.9bR782.4bR17.7b18.6x21.9x0.5x
Sun, 07 May 2023R393.2bR781.5bR17.7b18.5x22.2x0.5x
Tue, 04 Apr 2023R403.3bR772.7bR18.0b19.3x22.4x0.5x
Thu, 02 Mar 2023R412.3bR757.4bR17.4b21.3x23.6x0.5x
Sat, 28 Jan 2023R411.7bR737.3bR16.4b22.8x25.1x0.6x
Mon, 26 Dec 2022R401.7bR737.3bR16.4b22.4x24.5x0.5x
Wed, 23 Nov 2022R409.8bR733.7bR16.4b22.2x25x0.6x
Fri, 21 Oct 2022R387.7bR727.3bR15.8b19.9x24.6x0.5x
Sun, 18 Sep 2022R388.4bR721.9bR15.6b21x24.8x0.5x
Tue, 16 Aug 2022R412.0bR692.1bR14.3b25x28.8x0.6x
Thu, 14 Jul 2022R374.0bR692.1bR14.3b22.3x26.2x0.5x
Sat, 11 Jun 2022R380.5bR692.1bR14.3b21.7x26.6x0.5x
Mon, 09 May 2022R385.4bR682.9bR14.1b24.2x27.4x0.6x
Wed, 06 Apr 2022R409.0bR681.3bR13.8b24.3x29.5x0.6x
Fri, 04 Mar 2022R407.5bR684.0bR13.3b26.9x30.7x0.6x
Sun, 30 Jan 2022R397.3bR673.0bR12.5b24.6x31.7x0.6x
Tue, 28 Dec 2021R396.0bR673.0bR12.5b23.8x31.6x0.6x
Thu, 25 Nov 2021R381.3bR671.8bR12.5b23.6x30.4x0.6x
Sat, 23 Oct 2021R387.4bR667.9bR12.5b28.9x30.9x0.6x
Mon, 20 Sep 2021R386.8bR665.0bR10.1b27.5x38.4x0.6x
Wed, 18 Aug 2021R372.9bR576.4bR11.7b28.2x31.8x0.6x
Wed, 02 Jun 2021R339.3bR568.9bR10.5b28.8x32.2x0.6x
Price to Earnings Ratio

32.2x


Total Market Cap: R339.3bTotal Earnings: R10.5bTotal Revenue: R568.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Food and Staples Retail Industry Price to Earnings3Y Average 26.8x202220232024
Current Industry PE
  • Investors are pessimistic on the South African Consumer Retailing 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 22.4x which is lower than its 3-year average PE of 26.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 21% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the South African Consumer Staples industry?

ZA Market1.90%
Consumer Staples2.40%
Food and Staples Retail2.50%
Drug Retail3.09%
Food Distributors2.66%
Food Retail1.93%
Big Box Super Stores0%
Industry PE
  • Investors are most optimistic about the Drug Retail industry, which is trading close to its 3-year average PE ratio of 30.6x.
    • Analysts are expecting annual earnings growth of 13.0%, which is higher than its past year's earnings decline of 5.4% per year.
  • Investors are most pessimistic about the Food Distributors industry, which is trading below its 3-year average of 24.2x.
Forecasted Growth
  • Analysts are most optimistic on the Food Retail industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 2.7% per year.
  • In contrast, the Drug Retail industry is expected to see its earnings grow by 13% 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
CLS Clicks GroupR296.403.8%
+R2.6b		12.3%PE26.6x
SHP Shoprite HoldingsR253.021.8%
+R2.5b		18.6%PE21.3x
BID BidR432.291.6%
+R2.2b		10.8%PE19.4x
SPP SPAR GroupR101.8711.5%
+R2.0b		-24.2%PE48.9x
DCP Dis-Chem PharmaciesR33.001.4%
+R395.3m		26.0%PE31.6x
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Latest News

CLS

R296.40

Clicks Group

7D

3.8%

1Y

12.3%

DCP

R33.00

Dis-Chem Pharmacies

7D

1.4%

1Y

26.0%

SPP

R101.87

SPAR Group

7D

11.5%

1Y

-24.2%

BID

R432.29

Bid

7D

1.6%

1Y

10.8%

Bid (JSE:BID) Has More To Do To Multiply In Value Going Forward

Apr 22
Bid (JSE:BID) Has More To Do To Multiply In Value Going Forward

SHP

R253.02

Shoprite Holdings

7D

1.8%

1Y

18.6%

KAL

R43.62

KAL Group

7D

1.6%

1Y

13.9%

PIK

R20.27

Pick n Pay Stores

7D

3.5%

1Y

-46.6%