Narrative Update • May 22

In the last week, the Specialty Stores industry is up 3.0%, with Zalando up 5.6%. In the past year, the industry is down 13%. Looking forward, earnings are forecast to grow by 29% annually.
Has the German Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | €23.0b | €67.3b | €633.8m | 18.3x | 36.2x | 0.3x |
| Thu, 30 Apr 2026 | €21.7b | €65.7b | €878.0m | 9.5x | 24.7x | 0.3x |
| Sat, 28 Mar 2026 | €21.0b | €65.2b | €879.9m | 9.1x | 23.8x | 0.3x |
| Mon, 23 Feb 2026 | €22.6b | €64.4b | €814.3m | 17.7x | 27.8x | 0.4x |
| Wed, 21 Jan 2026 | €24.9b | €64.4b | €799.5m | 18.4x | 31.2x | 0.4x |
| Fri, 19 Dec 2025 | €25.2b | €64.3b | €863.8m | 16.4x | 29.2x | 0.4x |
| Sun, 16 Nov 2025 | €24.7b | €64.1b | €901.8m | 17.8x | 27.4x | 0.4x |
| Tue, 14 Oct 2025 | €27.8b | €64.9b | €782.1m | 21x | 35.5x | 0.4x |
| Thu, 11 Sep 2025 | €27.8b | €64.9b | €785.3m | 21.2x | 35.4x | 0.4x |
| Sat, 09 Aug 2025 | €27.8b | €64.3b | €610.5m | 17.9x | 45.6x | 0.4x |
| Mon, 07 Jul 2025 | €28.4b | €64.1b | €605.8m | 14.5x | 46.8x | 0.4x |
| Wed, 04 Jun 2025 | €28.1b | €64.0b | €595.2m | 14.1x | 47.3x | 0.4x |
| Fri, 02 May 2025 | €27.2b | €63.3b | €671.7m | 19.5x | 40.4x | 0.4x |
| Sun, 30 Mar 2025 | €26.6b | €62.9b | €645.2m | 14.6x | 41.2x | 0.4x |
| Tue, 25 Feb 2025 | €27.7b | €62.7b | €453.1m | 17.2x | 61.1x | 0.4x |
| Thu, 23 Jan 2025 | €25.7b | €62.0b | €414.3m | 20.4x | 62.1x | 0.4x |
| Sat, 21 Dec 2024 | €25.7b | €62.5b | €279.2m | 16.6x | 92.2x | 0.4x |
| Mon, 18 Nov 2024 | €22.4b | €62.6b | €338.2m | 10.5x | 66.2x | 0.4x |
| Wed, 16 Oct 2024 | €23.5b | €61.5b | €309.2m | 11.4x | 75.9x | 0.4x |
| Fri, 13 Sep 2024 | €20.1b | €61.6b | €273.2m | 15.5x | 73.4x | 0.3x |
| Sun, 11 Aug 2024 | €19.8b | €60.7b | €202.2m | 23.6x | 98x | 0.3x |
| Tue, 09 Jul 2024 | €20.1b | €60.6b | €149.0m | 24.4x | 134.7x | 0.3x |
| Thu, 06 Jun 2024 | €19.1b | €56.3b | €90.5m | 22x | 210.6x | 0.3x |
| Sat, 04 May 2024 | €18.3b | €56.1b | -€218,440,503.00 | 31.2x | -83.6x | 0.3x |
| Mon, 01 Apr 2024 | €17.8b | €56.1b | -€269,156,503.00 | 30.8x | -66.3x | 0.3x |
| Wed, 28 Feb 2024 | €15.9b | €56.4b | -€166,356,503.00 | 29.5x | -95.6x | 0.3x |
| Fri, 26 Jan 2024 | €16.3b | €57.1b | -€226,756,503.00 | 31.1x | -72x | 0.3x |
| Sun, 24 Dec 2023 | €17.6b | €57.1b | -€277,556,503.00 | 31.7x | -63.5x | 0.3x |
| Tue, 21 Nov 2023 | €18.3b | €57.2b | -€195,671,836.00 | 49.7x | -93.3x | 0.3x |
| Thu, 19 Oct 2023 | €17.4b | €57.5b | -€250,592,836.00 | 46.4x | -69.6x | 0.3x |
| Sat, 16 Sep 2023 | €19.2b | €57.5b | -€251,559,836.00 | 50.4x | -76.3x | 0.3x |
| Mon, 14 Aug 2023 | €20.9b | €58.0b | -€331,733,720.00 | 60.6x | -62.9x | 0.4x |
| Wed, 12 Jul 2023 | €20.0b | €58.2b | -€282,166,173.00 | 13.5x | -71x | 0.3x |
| Fri, 09 Jun 2023 | €19.9b | €60.3b | -€259,362,222.00 | 14.8x | -76.7x | 0.3x |
-76.7x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.78% | |
| Consumer Discretionary | 2.28% | |
| Specialty Stores | 2.98% | |
| Apparel Retail | 6.99% | |
| Home Furnishing Retail | 5.44% | |
| Automotive Retail | 3.67% | |
| Specialty Stores | 1.61% | |
| Home Improvement Retail | -0.19% | |
| Computer and Electronics Retail | -0.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ZAL Zalando | €22.93 | 5.6% +€295.6m | -29.1% | PE47.6x | |
| AG1 AUTO1 Group | €22.42 | 2.0% +€97.2m | -5.1% | PE66.7x | |
| CEC Ceconomy | €4.00 | 2.0% +€38.8m | 50.4% | PS0.08x | |
| DOU Douglas | €8.78 | 2.9% +€26.9m | -27.3% | PE18.3x | |
| FIE Fielmann Group | €44.15 | 0.3% +€12.6m | -22.3% | PE18.1x |