Narrative Update • Jun 25

The Specialty Stores is pretty flat in the last 7 days, but Ceconomy has stood out, gaining 5.8%. As for the longer term, the industry has declined 14% in the last year. Earnings are forecast to grow by 30% annually.
Has the German Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | €23.1b | €67.4b | €627.8m | 16.3x | 36.7x | 0.3x |
| Fri, 29 May 2026 | €22.6b | €67.3b | €633.8m | 18x | 35.7x | 0.3x |
| Sun, 26 Apr 2026 | €22.0b | €65.7b | €878.0m | 9.3x | 25.1x | 0.3x |
| Tue, 24 Mar 2026 | €21.5b | €65.2b | €805.3m | 15.7x | 26.7x | 0.3x |
| Thu, 19 Feb 2026 | €22.5b | €64.4b | €814.3m | 17.2x | 27.6x | 0.3x |
| Sat, 17 Jan 2026 | €25.9b | €64.4b | €799.5m | 18.9x | 32.4x | 0.4x |
| Mon, 15 Dec 2025 | €25.0b | €64.1b | €901.8m | 19.6x | 27.7x | 0.4x |
| Wed, 12 Nov 2025 | €24.8b | €64.1b | €880.9m | 19.1x | 28.2x | 0.4x |
| Fri, 10 Oct 2025 | €28.6b | €64.9b | €782.1m | 21.4x | 36.5x | 0.4x |
| Sun, 07 Sep 2025 | €27.6b | €64.9b | €785.3m | 20.8x | 35.1x | 0.4x |
| Tue, 05 Aug 2025 | €27.8b | €64.1b | €605.8m | 14.3x | 45.9x | 0.4x |
| Thu, 03 Jul 2025 | €28.4b | €64.1b | €605.8m | 14.7x | 46.9x | 0.4x |
| Sat, 31 May 2025 | €28.0b | €64.0b | €595.2m | 14.1x | 47x | 0.4x |
| Mon, 28 Apr 2025 | €27.3b | €63.3b | €682.0m | 19x | 40.1x | 0.4x |
| Wed, 26 Mar 2025 | €26.8b | €62.9b | €606.8m | 14.7x | 44.1x | 0.4x |
| Fri, 21 Feb 2025 | €27.6b | €62.7b | €453.1m | 17.3x | 60.8x | 0.4x |
| Sun, 19 Jan 2025 | €25.6b | €62.0b | €414.3m | 20x | 61.7x | 0.4x |
| Tue, 17 Dec 2024 | €26.6b | €62.6b | €338.2m | 10.9x | 78.6x | 0.4x |
| Thu, 14 Nov 2024 | €22.1b | €61.7b | €360.4m | 10.7x | 61.4x | 0.4x |
| Sat, 12 Oct 2024 | €23.3b | €61.5b | €309.2m | 11x | 75.2x | 0.4x |
| Mon, 09 Sep 2024 | €20.3b | €61.4b | €238.6m | 15.4x | 85x | 0.3x |
| Wed, 07 Aug 2024 | €19.2b | €60.6b | €163.3m | 23.6x | 117.6x | 0.3x |
| Fri, 05 Jul 2024 | €20.0b | €60.6b | €149.0m | 24.4x | 134.4x | 0.3x |
| Sun, 02 Jun 2024 | €18.9b | €56.3b | €90.5m | 21.6x | 208.9x | 0.3x |
| Tue, 30 Apr 2024 | €18.3b | €56.0b | -€226,851,503.00 | 31.2x | -80.8x | 0.3x |
| Thu, 28 Mar 2024 | €17.9b | €56.1b | -€266,527,503.00 | 30.6x | -67x | 0.3x |
| Sat, 24 Feb 2024 | €15.8b | €56.4b | -€166,356,503.00 | 29.3x | -94.8x | 0.3x |
| Mon, 22 Jan 2024 | €15.7b | €57.1b | -€226,756,503.00 | 31.6x | -69.4x | 0.3x |
| Wed, 20 Dec 2023 | €18.0b | €57.1b | -€225,156,503.00 | 43.5x | -80.1x | 0.3x |
| Fri, 17 Nov 2023 | €18.5b | €57.2b | -€195,671,836.00 | 48.4x | -94.5x | 0.3x |
| Sun, 15 Oct 2023 | €17.2b | €57.5b | -€250,592,836.00 | 45.6x | -68.7x | 0.3x |
| Tue, 12 Sep 2023 | €19.5b | €57.9b | -€285,322,836.00 | 52x | -68.3x | 0.3x |
| Thu, 10 Aug 2023 | €20.9b | €58.2b | -€260,937,720.00 | 24x | -80.3x | 0.4x |
| Sat, 08 Jul 2023 | €19.8b | €58.2b | -€282,166,173.00 | 13.6x | -70.1x | 0.3x |
-70.1x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.23% | |
| Consumer Discretionary | -3.75% | |
| Specialty Stores | -0.0081% | |
| Computer and Electronics Retail | 5.80% | |
| Home Improvement Retail | 0.54% | |
| Specialty Stores | 0.054% | |
| Apparel Retail | -0.65% | |
| Home Furnishing Retail | -0.90% | |
| Automotive Retail | -1.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CEC Ceconomy | €3.83 | 5.8% +€101.9m | 3.9% | PS0.08x | |
| HBH HORNBACH Holding KGaA | €78.50 | 1.4% +€17.6m | -25.7% | PE9.5x | |
| FIE Fielmann Group | €42.80 | 0.2% +€8.4m | -24.6% | PE17.5x | |
| MRX Mister Spex | €1.20 | 3.4% +€1.4m | 4.3% | PS0.2x | |
| DEX Delticom | €2.54 | 1.6% +€585.2k | 5.4% | PE9.1x |