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Australian (ASX) Retail Distributors Industry Analysis

UpdatedJun 06, 2026
DataAggregated Company Financials
Companies4
  • 7D0.6%
  • 3M-18.8%
  • 1Y-68.0%
  • YTD-41.6%

Over the last 7 days, the Retail Distributors industry has risen 7.8%, driven by gains from Supply Network of 5.4%. Meanwhile, NTAW Holdings actually underperformed within the industry, shrinking 16% in the last week. However, the industry is down 69% over the past year. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

Has the Australian Retail Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Jun 2026AU$1.7bAU$2.9b-AU$82,616,930.0031.7x-20.6x0.6x
Mon, 04 May 2026AU$1.8bAU$2.9b-AU$82,616,930.0032.6x-22.3x0.6x
Wed, 01 Apr 2026AU$1.8bAU$2.9b-AU$82,616,930.0031.8x-22x0.6x
Fri, 27 Feb 2026AU$2.2bAU$2.9bAU$25.0m28.3x87.2x0.7x
Sun, 25 Jan 2026AU$2.4bAU$2.9bAU$21.9m33x108.1x0.8x
Tue, 23 Dec 2025AU$2.2bAU$2.9bAU$21.9m30x98.5x0.7x
Thu, 20 Nov 2025AU$2.2bAU$2.9bAU$21.9m30.6x100.5x0.8x
Sat, 18 Oct 2025AU$2.7bAU$2.9bAU$21.9m38.1x121.4x0.9x
Mon, 15 Sep 2025AU$2.8bAU$2.9bAU$21.9m40.2x127.3x1x
Wed, 13 Aug 2025AU$3.0bAU$2.9b-AU$168,291,487.0060.2x-17.8x1x
Fri, 11 Jul 2025AU$3.5bAU$2.9b-AU$168,291,487.0063.6x-21x1.2x
Sun, 08 Jun 2025AU$3.6bAU$2.9b-AU$168,291,487.0071.5x-21.2x1.2x
Tue, 06 May 2025AU$3.5bAU$2.9b-AU$168,291,487.0082.8x-21x1.2x
Thu, 03 Apr 2025AU$3.1bAU$2.9b-AU$168,291,487.0068x-18.6x1.1x
Sat, 01 Mar 2025AU$3.4bAU$2.9b-AU$173,044,487.0079.9x-19.5x1.2x
Mon, 27 Jan 2025AU$3.2bAU$2.9b-AU$121,422,230.0019.3x-26.5x1.1x
Wed, 25 Dec 2024AU$3.0bAU$2.9b-AU$121,422,230.0027.9x-25.1x1x
Fri, 22 Nov 2024AU$2.9bAU$2.9b-AU$121,422,230.0037.8x-23.8x1x
Sun, 20 Oct 2024AU$3.1bAU$2.9b-AU$121,422,230.0035.6x-25.7x1.1x
Tue, 17 Sep 2024AU$3.0bAU$2.9b-AU$121,422,230.0032.2x-25x1x
Thu, 15 Aug 2024AU$2.9bAU$3.0bAU$132.8m17.1x21.9x1x
Sat, 13 Jul 2024AU$2.7bAU$3.0bAU$132.8m17.6x20.6x0.9x
Mon, 10 Jun 2024AU$2.6bAU$3.0bAU$131.4m15.1x19.6x0.9x
Wed, 08 May 2024AU$2.5bAU$3.0bAU$131.7m15.5x18.9x0.8x
Fri, 05 Apr 2024AU$3.0bAU$3.0bAU$131.7m21.2x22.6x1x
Sun, 03 Mar 2024AU$2.8bAU$3.0bAU$106.4m20.2x26.7x1x
Tue, 30 Jan 2024AU$2.7bAU$3.0bAU$89.7m25.1x30.5x0.9x
Thu, 28 Dec 2023AU$2.7bAU$3.0bAU$89.7m25.1x30.5x0.9x
Sat, 25 Nov 2023AU$2.6bAU$3.0bAU$89.6m24.3x29.6x0.9x
Mon, 23 Oct 2023AU$2.7bAU$3.0bAU$89.6m22.8x29.9x0.9x
Wed, 20 Sep 2023AU$3.2bAU$3.0bAU$85.2m23.5x37.5x1.1x
Fri, 18 Aug 2023AU$3.0bAU$2.9bAU$77.7m25.7x38.3x1x
Sun, 16 Jul 2023AU$2.9bAU$2.9bAU$94.5m26.5x30.4x1x
Tue, 13 Jun 2023AU$2.8bAU$2.9bAU$94.5m26.1x29.7x1x
Price to Earnings Ratio

29.7x


Total Market Cap: AU$2.8bTotal Earnings: AU$94.5mTotal Revenue: AU$2.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Retail Distributors Industry Price to Earnings3Y Average 19.5x202420252026
Current Industry PE
  • Investors are pessimistic on the Australian Retail Distributors industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.95x.
Past Earnings Growth
  • Total earnings for the Retail Distributors industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Australian Consumer Discretionary industry?

AU Market-1.23%
Consumer Discretionary-1.31%
Retail Distributors0.59%
Distributors0.59%
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
SNL Supply NetworkAU$31.210.7%
+AU$9.2m		-22.2%PE31.7x
NTD NTAW HoldingsAU$0.2014.3%
+AU$4.2m		0%PS0.07x

Latest News

BAP
AU$0.42
Bapcor
7D
-1.2%
1Y
-91.8%
Narrative Update • Jun 01

BAP: Future Returns Will Be Driven By Improved Earnings Quality

Analysts have reduced their fair value estimate for Bapcor to A$0.59 from A$0.97, citing updated assumptions for revenue growth, profit margins, discount rates, and future P/E. Analyst Commentary Recent research on other financial stocks highlights how changes in growth expectations, risk assumptions, and macro conditions can quickly influence fair value estimates.
SNL
AU$31.21
Supply Network
7D
0.7%
1Y
-22.2%
NTD
AU$0.20
NTAW Holdings
7D
14.3%
1Y
0%