Narrative Update • Jun 10

Over the last 7 days, the Specialty Stores industry has risen 2.5%, driven by gains in AUTO1 Group and Fielmann Group of 6.7% and 9.1%, respectively. However, the industry is down 8.2% over the past year. As for the next few years, earnings are expected to grow by 29% per annum.
Has the German Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | €23.2b | €67.3b | €633.8m | 18x | 36.6x | 0.3x |
| Tue, 12 May 2026 | €21.2b | €66.3b | €802.7m | 9.6x | 26.4x | 0.3x |
| Thu, 09 Apr 2026 | €21.7b | €65.6b | €880.8m | 9.8x | 24.6x | 0.3x |
| Sat, 07 Mar 2026 | €21.3b | €64.4b | €834.0m | 16.9x | 25.5x | 0.3x |
| Mon, 02 Feb 2026 | €24.9b | €64.4b | €799.5m | 17.2x | 31.2x | 0.4x |
| Wed, 31 Dec 2025 | €25.8b | €64.4b | €799.5m | 19.7x | 32.2x | 0.4x |
| Fri, 28 Nov 2025 | €24.3b | €64.1b | €901.8m | 18.1x | 26.9x | 0.4x |
| Sun, 26 Oct 2025 | €28.3b | €65.0b | €785.2m | 21.4x | 36x | 0.4x |
| Tue, 23 Sep 2025 | €28.3b | €64.8b | €793.3m | 21.5x | 35.6x | 0.4x |
| Thu, 21 Aug 2025 | €28.3b | €64.3b | €748.2m | 20.6x | 37.9x | 0.4x |
| Sat, 19 Jul 2025 | €28.1b | €64.1b | €605.8m | 14.7x | 46.4x | 0.4x |
| Mon, 16 Jun 2025 | €27.0b | €64.0b | €595.2m | 14x | 45.4x | 0.4x |
| Wed, 14 May 2025 | €28.4b | €64.1b | €710.1m | 19.3x | 40x | 0.4x |
| Fri, 11 Apr 2025 | €25.0b | €63.3b | €682.0m | 19x | 36.7x | 0.4x |
| Sun, 09 Mar 2025 | €28.0b | €62.9b | €571.0m | 18x | 49x | 0.4x |
| Tue, 04 Feb 2025 | €27.9b | €62.0b | €414.3m | 22.6x | 67.3x | 0.4x |
| Thu, 02 Jan 2025 | €25.5b | €62.0b | €408.9m | 20.7x | 62.2x | 0.4x |
| Sat, 30 Nov 2024 | €23.5b | €62.6b | €338.2m | 11.5x | 69.6x | 0.4x |
| Mon, 28 Oct 2024 | €23.2b | €61.5b | €309.2m | 10.7x | 74.9x | 0.4x |
| Wed, 25 Sep 2024 | €22.3b | €61.6b | €273.2m | 16x | 81.7x | 0.4x |
| Fri, 23 Aug 2024 | €20.8b | €61.1b | €203.0m | 21.6x | 102.7x | 0.3x |
| Sun, 21 Jul 2024 | €20.1b | €60.6b | €163.3m | 24.4x | 123.3x | 0.3x |
| Tue, 18 Jun 2024 | €20.2b | €60.6b | €120.1m | 24.6x | 168.4x | 0.3x |
| Thu, 16 May 2024 | €19.2b | €56.0b | -€125,370,503.00 | 31.2x | -153.4x | 0.3x |
| Sat, 13 Apr 2024 | €18.1b | €56.0b | -€233,360,503.00 | 30.8x | -77.5x | 0.3x |
| Mon, 11 Mar 2024 | €15.5b | €56.3b | -€178,756,503.00 | 30.1x | -86.6x | 0.3x |
| Wed, 07 Feb 2024 | €15.8b | €56.5b | -€186,356,503.00 | 29.7x | -85x | 0.3x |
| Fri, 05 Jan 2024 | €17.0b | €57.1b | -€278,356,503.00 | 30.8x | -61x | 0.3x |
| Sun, 03 Dec 2023 | €17.6b | €57.1b | -€168,471,836.00 | 41.9x | -104.5x | 0.3x |
| Tue, 31 Oct 2023 | €16.5b | €57.5b | -€250,592,836.00 | 43.6x | -65.8x | 0.3x |
| Thu, 28 Sep 2023 | €17.3b | €57.5b | -€251,559,836.00 | 45.8x | -68.6x | 0.3x |
| Sat, 26 Aug 2023 | €19.9b | €57.9b | -€291,570,836.00 | 55.3x | -68.2x | 0.3x |
| Mon, 24 Jul 2023 | €22.1b | €58.2b | -€257,666,173.00 | 13.8x | -85.8x | 0.4x |
| Wed, 21 Jun 2023 | €20.2b | €60.3b | -€262,117,222.00 | 14.5x | -76.9x | 0.3x |
-76.9x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.72% | |
| Consumer Discretionary | 1.39% | |
| Specialty Stores | 2.54% | |
| Automotive Retail | 6.70% | |
| Home Furnishing Retail | 6.44% | |
| Specialty Stores | 4.15% | |
| Home Improvement Retail | 0.095% | |
| Computer and Electronics Retail | -0.13% | |
| Apparel Retail | -0.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AG1 AUTO1 Group | €23.32 | 6.7% +€322.4m | -1.1% | PE69.4x | |
| FIE Fielmann Group | €45.65 | 9.1% +€319.0m | -15.5% | PE18.7x | |
| HBH HORNBACH Holding KGaA | €78.80 | 2.9% +€35.2m | -12.3% | PE9.1x | |
| WEW Westwing Group | €15.70 | 6.4% +€17.6m | 96.7% | PE10.9x | |
| DEX Delticom | €2.66 | 9.0% +€3.2m | 9.5% | PE9.5x |