Narrative Update • May 15

The Apparel Retail industry is up 1.5% in the last week, with Premier Investments up 3.9%. In contrast, the industry has lost 48% in the last 12 months. Earnings are forecast to grow by 12% annually.
Has the Australian Apparel Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | AU$3.1b | AU$3.7b | AU$213.2m | 12.7x | 14.5x | 0.8x |
| Wed, 22 Apr 2026 | AU$3.2b | AU$3.6b | AU$205.0m | 14.1x | 15.6x | 0.9x |
| Fri, 20 Mar 2026 | AU$3.3b | AU$3.7b | AU$201.5m | 13.9x | 16.6x | 0.9x |
| Sun, 15 Feb 2026 | AU$3.6b | AU$3.6b | AU$226.0m | 12.1x | 16.1x | 1x |
| Tue, 13 Jan 2026 | AU$3.8b | AU$3.6b | AU$226.0m | 12.5x | 16.8x | 1.1x |
| Thu, 11 Dec 2025 | AU$4.0b | AU$3.6b | AU$226.0m | 13.1x | 17.8x | 1.1x |
| Sat, 08 Nov 2025 | AU$4.5b | AU$3.6b | AU$226.0m | 16x | 19.9x | 1.2x |
| Mon, 06 Oct 2025 | AU$5.0b | AU$3.6b | AU$226.0m | 17.9x | 22.2x | 1.4x |
| Wed, 03 Sep 2025 | AU$5.3b | AU$4.4b | AU$317.2m | 14.6x | 16.6x | 1.2x |
| Fri, 01 Aug 2025 | AU$5.2b | AU$4.4b | AU$312.7m | 14.4x | 16.6x | 1.2x |
| Sun, 29 Jun 2025 | AU$4.9b | AU$4.4b | AU$312.7m | 13.7x | 15.8x | 1.1x |
| Tue, 27 May 2025 | AU$5.4b | AU$4.4b | AU$312.7m | 17.5x | 17.2x | 1.2x |
| Thu, 24 Apr 2025 | AU$5.3b | AU$4.4b | AU$312.7m | 15.9x | 16.8x | 1.2x |
| Sat, 22 Mar 2025 | AU$5.6b | AU$4.4b | AU$312.7m | 15.8x | 18x | 1.3x |
| Mon, 17 Feb 2025 | AU$6.4b | AU$4.3b | AU$336.3m | 18.7x | 19.1x | 1.5x |
| Wed, 15 Jan 2025 | AU$7.0b | AU$4.3b | AU$336.3m | 18.1x | 20.9x | 1.6x |
| Fri, 13 Dec 2024 | AU$8.1b | AU$4.3b | AU$336.3m | 21.2x | 24x | 1.9x |
| Sun, 10 Nov 2024 | AU$8.1b | AU$4.3b | AU$336.3m | 21.9x | 24.2x | 1.9x |
| Tue, 08 Oct 2024 | AU$7.8b | AU$4.3b | AU$336.3m | 21.7x | 23.3x | 1.8x |
| Thu, 05 Sep 2024 | AU$8.3b | AU$4.3b | AU$352.3m | 22.3x | 23.6x | 1.9x |
| Sat, 03 Aug 2024 | AU$7.7b | AU$4.2b | AU$343.5m | 18.9x | 22.4x | 1.8x |
| Mon, 01 Jul 2024 | AU$7.2b | AU$4.2b | AU$343.5m | 18.2x | 21x | 1.7x |
| Wed, 29 May 2024 | AU$7.5b | AU$4.2b | AU$343.5m | 17.2x | 21.9x | 1.8x |
| Fri, 26 Apr 2024 | AU$7.9b | AU$4.2b | AU$343.5m | 17.3x | 22.9x | 1.9x |
| Sun, 24 Mar 2024 | AU$8.4b | AU$4.2b | AU$340.6m | 17.6x | 24.6x | 2x |
| Tue, 20 Feb 2024 | AU$8.4b | AU$4.3b | AU$367.6m | 16.9x | 22.8x | 2x |
| Thu, 18 Jan 2024 | AU$7.3b | AU$4.8b | AU$393.4m | 14.6x | 18.5x | 1.5x |
| Sat, 16 Dec 2023 | AU$7.3b | AU$4.8b | AU$393.4m | 14.6x | 18.7x | 1.5x |
| Mon, 13 Nov 2023 | AU$6.7b | AU$4.8b | AU$393.4m | 13.5x | 17.1x | 1.4x |
| Wed, 11 Oct 2023 | AU$6.7b | AU$4.8b | AU$393.4m | 12.2x | 16.9x | 1.4x |
| Fri, 08 Sep 2023 | AU$7.1b | AU$4.8b | AU$418.2m | 13x | 16.9x | 1.5x |
| Sun, 06 Aug 2023 | AU$6.3b | AU$4.6b | AU$412.5m | 11.2x | 15.3x | 1.4x |
| Tue, 04 Jul 2023 | AU$6.0b | AU$4.6b | AU$412.5m | 10.5x | 14.6x | 1.3x |
| Thu, 01 Jun 2023 | AU$6.0b | AU$4.6b | AU$412.5m | 9.4x | 14.5x | 1.3x |
14.5x
How does Australian Apparel Retail compare with similar industries?
| AU Market | 0.078% | |
| Consumer Discretionary | 1.01% | |
| Specialty Stores | -2.33% | |
| Apparel Retail | 1.46% | |
| Computer and Electronics Retail | 1.94% | |
| Specialty Stores | -0.93% | |
| Home Furnishing Retail | -1.55% | |
| Home Improvement Retail | -3.33% | |
| Automotive Retail | -9.26% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PMV Premier Investments | AU$11.59 | 2.7% +AU$47.9m | -44.6% | PE12.8x |