Narrative Update • Jun 10

The Specialty Stores industry is up 4.4% in the last week, with AUTO1 Group up 16%. However, the industry is down 8.1% over the past year. 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, 16 Jun 2026 | €23.4b | €67.3b | €633.8m | 18.2x | 37x | 0.3x |
| Thu, 14 May 2026 | €21.4b | €66.3b | €697.1m | 17.1x | 30.7x | 0.3x |
| Sat, 11 Apr 2026 | €22.3b | €65.6b | €880.8m | 10.1x | 25.4x | 0.3x |
| Mon, 09 Mar 2026 | €21.2b | €64.4b | €834.0m | 16.9x | 25.5x | 0.3x |
| Wed, 04 Feb 2026 | €23.8b | €64.4b | €799.5m | 17.3x | 29.8x | 0.4x |
| Fri, 02 Jan 2026 | €25.8b | €64.4b | €799.5m | 19.7x | 32.2x | 0.4x |
| Sun, 30 Nov 2025 | €24.5b | €64.1b | €901.8m | 18.1x | 27.1x | 0.4x |
| Tue, 28 Oct 2025 | €28.1b | €65.0b | €785.2m | 21.3x | 35.8x | 0.4x |
| Thu, 25 Sep 2025 | €28.7b | €64.8b | €793.3m | 21.6x | 36.2x | 0.4x |
| Sat, 23 Aug 2025 | €28.5b | €64.3b | €749.6m | 21.1x | 38.1x | 0.4x |
| Mon, 21 Jul 2025 | €28.1b | €64.1b | €605.8m | 14.7x | 46.3x | 0.4x |
| Wed, 18 Jun 2025 | €26.7b | €64.0b | €595.2m | 13.9x | 44.8x | 0.4x |
| Fri, 16 May 2025 | €28.2b | €64.1b | €710.1m | 19.2x | 39.7x | 0.4x |
| Sun, 13 Apr 2025 | €25.2b | €63.3b | €682.0m | 18.9x | 36.9x | 0.4x |
| Tue, 11 Mar 2025 | €27.0b | €62.9b | €571.0m | 17.7x | 47.3x | 0.4x |
| Thu, 06 Feb 2025 | €27.6b | €62.0b | €414.3m | 24.2x | 66.7x | 0.4x |
| Sat, 04 Jan 2025 | €25.3b | €62.0b | €408.9m | 20.6x | 61.8x | 0.4x |
| Mon, 02 Dec 2024 | €23.6b | €62.6b | €338.2m | 11.5x | 69.7x | 0.4x |
| Wed, 30 Oct 2024 | €23.1b | €61.5b | €309.2m | 10.9x | 74.9x | 0.4x |
| Fri, 27 Sep 2024 | €22.9b | €61.5b | €291.3m | 17.8x | 78.5x | 0.4x |
| Sun, 25 Aug 2024 | €21.2b | €61.1b | €203.0m | 21.8x | 104.2x | 0.3x |
| Tue, 23 Jul 2024 | €20.2b | €60.6b | €163.3m | 24.5x | 123.8x | 0.3x |
| Thu, 20 Jun 2024 | €19.9b | €60.6b | €120.1m | 24.6x | 165.9x | 0.3x |
| Sat, 18 May 2024 | €19.1b | €56.1b | €5.6m | 30.6x | 3385.4x | 0.3x |
| Mon, 15 Apr 2024 | €18.1b | €56.0b | -€233,360,503.00 | 30.8x | -77.4x | 0.3x |
| Wed, 13 Mar 2024 | €15.6b | €56.3b | -€178,756,503.00 | 30.3x | -87.5x | 0.3x |
| Fri, 09 Feb 2024 | €15.8b | €56.5b | -€186,356,503.00 | 29.6x | -84.9x | 0.3x |
| Sun, 07 Jan 2024 | €16.9b | €57.1b | -€278,356,503.00 | 30.8x | -60.8x | 0.3x |
| Tue, 05 Dec 2023 | €17.5b | €57.1b | -€168,471,836.00 | 41.6x | -104x | 0.3x |
| Thu, 02 Nov 2023 | €16.8b | €57.5b | -€250,592,836.00 | 42.6x | -67x | 0.3x |
| Sat, 30 Sep 2023 | €17.2b | €57.6b | -€276,259,836.00 | 47.1x | -62.3x | 0.3x |
| Mon, 28 Aug 2023 | €19.9b | €57.9b | -€284,481,836.00 | 54.3x | -70.1x | 0.3x |
| Wed, 26 Jul 2023 | €22.2b | €58.2b | -€257,666,173.00 | 13.8x | -86.3x | 0.4x |
| Fri, 23 Jun 2023 | €20.2b | €60.3b | -€262,117,222.00 | 14.4x | -77.1x | 0.3x |
-77.1x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.72% | |
| Consumer Discretionary | 2.74% | |
| Specialty Stores | 5.25% | |
| Automotive Retail | 15.56% | |
| Specialty Stores | 6.07% | |
| Home Furnishing Retail | 3.67% | |
| Apparel Retail | 0.70% | |
| Computer and Electronics Retail | 0.27% | |
| Home Improvement Retail | -0.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AG1 AUTO1 Group | €24.84 | 15.6% +€742.0m | 7.0% | PE73.9x | |
| FIE Fielmann Group | €44.90 | 8.8% +€306.4m | -16.4% | PE18.4x | |
| ZAL Zalando | €24.27 | 1.1% +€62.7m | -15.5% | PE49.7x | |
| ZO1 zooplus | €224.00 | 3.7% +€57.2m | -11.8% | n/a | |
| HBH HORNBACH Holding KGaA | €78.20 | 2.5% +€30.4m | -14.7% | PE9x |