Narrative Update • Jun 10

In the last week, the Specialty Stores industry is up 4.4%, with AUTO1 Group leading the way, up 8.6%. In the past year, the industry is down 8.1%. 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | €23.2b | €67.3b | €633.8m | 18x | 36.6x | 0.3x |
| Wed, 13 May 2026 | €20.8b | €66.3b | €802.7m | 10.3x | 25.9x | 0.3x |
| Fri, 10 Apr 2026 | €22.1b | €65.6b | €880.8m | 9.9x | 25.1x | 0.3x |
| Sun, 08 Mar 2026 | €21.2b | €64.4b | €834.0m | 16.9x | 25.5x | 0.3x |
| Tue, 03 Feb 2026 | €25.2b | €64.4b | €799.5m | 16.8x | 31.5x | 0.4x |
| Thu, 01 Jan 2026 | €25.8b | €64.4b | €799.5m | 19.7x | 32.2x | 0.4x |
| Sat, 29 Nov 2025 | €24.5b | €64.1b | €901.8m | 18.1x | 27.1x | 0.4x |
| Mon, 27 Oct 2025 | €28.3b | €65.0b | €785.2m | 21.4x | 36x | 0.4x |
| Wed, 24 Sep 2025 | €28.4b | €64.8b | €793.3m | 21.6x | 35.8x | 0.4x |
| Fri, 22 Aug 2025 | €28.3b | €64.3b | €749.6m | 20.5x | 37.7x | 0.4x |
| Sun, 20 Jul 2025 | €28.1b | €64.1b | €605.8m | 14.7x | 46.3x | 0.4x |
| Tue, 17 Jun 2025 | €27.0b | €64.0b | €595.2m | 14x | 45.4x | 0.4x |
| Thu, 15 May 2025 | €28.4b | €64.1b | €710.1m | 18.9x | 40x | 0.4x |
| Sat, 12 Apr 2025 | €25.2b | €63.3b | €682.0m | 18.9x | 37x | 0.4x |
| Mon, 10 Mar 2025 | €27.7b | €62.9b | €571.0m | 18x | 48.5x | 0.4x |
| Wed, 05 Feb 2025 | €27.6b | €62.0b | €414.3m | 22.8x | 66.6x | 0.4x |
| Fri, 03 Jan 2025 | €25.5b | €62.0b | €408.9m | 20.9x | 62.4x | 0.4x |
| Sun, 01 Dec 2024 | €23.6b | €62.6b | €338.2m | 11.5x | 69.7x | 0.4x |
| Tue, 29 Oct 2024 | €23.1b | €61.5b | €309.2m | 10.7x | 74.9x | 0.4x |
| Thu, 26 Sep 2024 | €22.3b | €61.5b | €291.3m | 16.1x | 76.4x | 0.4x |
| Sat, 24 Aug 2024 | €21.1b | €61.1b | €203.0m | 21.8x | 104x | 0.3x |
| Mon, 22 Jul 2024 | €20.1b | €60.6b | €163.3m | 24.4x | 123.3x | 0.3x |
| Wed, 19 Jun 2024 | €20.2b | €60.6b | €120.1m | 24.6x | 167.8x | 0.3x |
| Fri, 17 May 2024 | €19.3b | €56.1b | €5.6m | 30.3x | 3421.3x | 0.3x |
| Sun, 14 Apr 2024 | €18.1b | €56.0b | -€233,360,503.00 | 30.8x | -77.5x | 0.3x |
| Tue, 12 Mar 2024 | €15.4b | €56.3b | -€178,756,503.00 | 30.3x | -86.3x | 0.3x |
| Thu, 08 Feb 2024 | €15.8b | €56.5b | -€186,356,503.00 | 29.9x | -84.7x | 0.3x |
| Sat, 06 Jan 2024 | €16.9b | €57.1b | -€278,356,503.00 | 30.8x | -60.9x | 0.3x |
| Mon, 04 Dec 2023 | €17.6b | €57.1b | -€168,471,836.00 | 41.9x | -104.5x | 0.3x |
| Wed, 01 Nov 2023 | €16.7b | €57.5b | -€250,592,836.00 | 43.5x | -66.6x | 0.3x |
| Fri, 29 Sep 2023 | €17.1b | €57.6b | -€276,259,836.00 | 45.7x | -61.9x | 0.3x |
| Sun, 27 Aug 2023 | €19.9b | €57.9b | -€284,481,836.00 | 54.3x | -70.1x | 0.3x |
| Tue, 25 Jul 2023 | €22.1b | €58.2b | -€257,666,173.00 | 13.7x | -85.6x | 0.4x |
| Thu, 22 Jun 2023 | €20.0b | €60.3b | -€262,117,222.00 | 14.5x | -76.2x | 0.3x |
-76.2x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.16% | |
| Consumer Discretionary | 1.20% | |
| Specialty Stores | 4.41% | |
| Automotive Retail | 8.54% | |
| Specialty Stores | 6.01% | |
| Home Furnishing Retail | 4.67% | |
| Computer and Electronics Retail | 3.24% | |
| Apparel Retail | 2.08% | |
| Home Improvement Retail | 0.25% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AG1 AUTO1 Group | €23.32 | 8.6% +€406.3m | 0.4% | PE69.4x | |
| FIE Fielmann Group | €45.65 | 10.7% +€369.4m | -15.0% | PE18.7x | |
| ZAL Zalando | €24.63 | 2.6% +€149.5m | -14.2% | PE50.5x | |
| CEC Ceconomy | €3.82 | 3.2% +€58.2m | 23.2% | PS0.08x | |
| HBH HORNBACH Holding KGaA | €78.80 | 3.3% +€40.0m | -14.1% | PE9.1x |