Narrative Update • May 15

In the last week, the Apparel Retail industry is up 1.0%, with Premier Investments up 7.8%. In the same time, Step One Clothing was down 10.0%. In contrast, the industry has lost 47% in the last 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Australian Apparel Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | AU$3.1b | AU$3.7b | AU$213.2m | 12.7x | 14.5x | 0.8x |
| Sat, 25 Apr 2026 | AU$3.1b | AU$3.6b | AU$205.0m | 14x | 15.2x | 0.9x |
| Mon, 23 Mar 2026 | AU$3.2b | AU$3.6b | AU$201.8m | 13.3x | 15.7x | 0.9x |
| Wed, 18 Feb 2026 | AU$3.6b | AU$3.6b | AU$226.0m | 12.2x | 16x | 1x |
| Fri, 16 Jan 2026 | AU$3.7b | AU$3.6b | AU$226.0m | 12.1x | 16.4x | 1x |
| Sun, 14 Dec 2025 | AU$3.9b | AU$3.6b | AU$226.0m | 12.6x | 17.1x | 1.1x |
| Tue, 11 Nov 2025 | AU$4.6b | AU$3.6b | AU$226.0m | 16.2x | 20.4x | 1.3x |
| Thu, 09 Oct 2025 | AU$4.9b | AU$3.6b | AU$226.0m | 17.2x | 21.5x | 1.3x |
| Sat, 06 Sep 2025 | AU$5.4b | AU$4.4b | AU$317.2m | 14.8x | 17x | 1.2x |
| Mon, 04 Aug 2025 | AU$5.2b | AU$4.4b | AU$312.7m | 14.3x | 16.6x | 1.2x |
| Wed, 02 Jul 2025 | AU$5.0b | AU$4.4b | AU$312.7m | 13.8x | 15.9x | 1.1x |
| Fri, 30 May 2025 | AU$5.3b | AU$4.4b | AU$312.7m | 17.4x | 16.9x | 1.2x |
| Sun, 27 Apr 2025 | AU$5.2b | AU$4.4b | AU$312.7m | 15.8x | 16.5x | 1.2x |
| Tue, 25 Mar 2025 | AU$5.5b | AU$4.4b | AU$312.7m | 15.5x | 17.6x | 1.2x |
| Thu, 20 Feb 2025 | AU$6.4b | AU$4.3b | AU$336.3m | 20.3x | 19.1x | 1.5x |
| Sat, 18 Jan 2025 | AU$7.2b | AU$4.3b | AU$336.3m | 18.7x | 21.5x | 1.7x |
| Mon, 16 Dec 2024 | AU$8.0b | AU$4.3b | AU$336.3m | 21x | 23.8x | 1.9x |
| Wed, 13 Nov 2024 | AU$8.3b | AU$4.3b | AU$336.3m | 21.6x | 24.7x | 1.9x |
| Fri, 11 Oct 2024 | AU$8.1b | AU$4.3b | AU$336.3m | 22.1x | 23.9x | 1.9x |
| Sun, 08 Sep 2024 | AU$8.4b | AU$4.3b | AU$352.3m | 21.9x | 23.8x | 1.9x |
| Tue, 06 Aug 2024 | AU$7.3b | AU$4.2b | AU$343.5m | 18x | 21.3x | 1.7x |
| Thu, 04 Jul 2024 | AU$7.0b | AU$4.2b | AU$343.5m | 17.4x | 20.5x | 1.7x |
| Sat, 01 Jun 2024 | AU$7.5b | AU$4.2b | AU$343.5m | 17.5x | 21.9x | 1.8x |
| Mon, 29 Apr 2024 | AU$7.7b | AU$4.2b | AU$343.5m | 17x | 22.6x | 1.8x |
| Wed, 27 Mar 2024 | AU$8.7b | AU$4.2b | AU$343.5m | 18.6x | 25.4x | 2.1x |
| Fri, 23 Feb 2024 | AU$8.4b | AU$4.3b | AU$372.4m | 17x | 22.5x | 2x |
| Sun, 21 Jan 2024 | AU$7.4b | AU$4.8b | AU$393.4m | 14.6x | 18.8x | 1.6x |
| Tue, 19 Dec 2023 | AU$7.4b | AU$4.8b | AU$393.4m | 14.6x | 18.8x | 1.6x |
| Thu, 16 Nov 2023 | AU$7.0b | AU$4.8b | AU$393.4m | 13.9x | 17.8x | 1.5x |
| Sat, 14 Oct 2023 | AU$6.7b | AU$4.8b | AU$393.4m | 12.1x | 17x | 1.4x |
| Mon, 11 Sep 2023 | AU$7.0b | AU$4.8b | AU$418.2m | 13.2x | 16.8x | 1.5x |
| Wed, 09 Aug 2023 | AU$6.2b | AU$4.6b | AU$412.5m | 11.3x | 15.1x | 1.3x |
| Fri, 07 Jul 2023 | AU$6.1b | AU$4.6b | AU$412.5m | 10.8x | 14.8x | 1.3x |
| Sun, 04 Jun 2023 | AU$5.9b | AU$4.6b | AU$412.5m | 9.8x | 14.4x | 1.3x |
14.4x
How does Australian Apparel Retail compare with similar industries?
| AU Market | 0.49% | |
| Consumer Discretionary | 1.74% | |
| Specialty Stores | 2.11% | |
| Apparel Retail | 1.05% | |
| Computer and Electronics Retail | 4.67% | |
| Specialty Stores | 2.78% | |
| Automotive Retail | 0.088% | |
| Home Improvement Retail | 0% | 0 |
| Home Furnishing Retail | -0.19% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PMV Premier Investments | AU$12.25 | 7.8% +AU$142.0m | -40.7% | PE13.5x | |
| UNI Universal Store Holdings | AU$6.51 | 2.7% +AU$13.0m | -13.1% | PE12.4x | |
| AX1 Accent Group | AU$0.56 | 2.7% +AU$9.0m | -69.6% | PE8.8x | |
| CTT Cettire | AU$0.17 | 2.9% +AU$1.9m | -57.8% | PS0.09x |