Narrative Update • Jun 03
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German (DAX) Specialty Stores Industry Analysis
UpdatedJun 04, 2026
DataAggregated Company Financials
Companies19
- 7D-0.8%
- 3M6.3%
- 1Y-15.2%
- YTD-11.3%
The Specialty Stores is pretty flat in the last 7 days, but Zalando has stood out, gaining 4.3%. As for the longer term, the industry has declined 15% in the last year. Looking forward, earnings are forecast to grow by 30% annually.
Industry Valuation and Performance
Has the German Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | €22.5b | €67.3b | €633.8m | 17.1x | 35.5x | 0.3x |
| Sun, 03 May 2026 | €21.5b | €65.7b | €899.2m | 9.4x | 23.9x | 0.3x |
| Tue, 31 Mar 2026 | €20.8b | €65.2b | €882.3m | 9.1x | 23.6x | 0.3x |
| Thu, 26 Feb 2026 | €21.6b | €64.4b | €814.3m | 17.3x | 26.5x | 0.3x |
| Sat, 24 Jan 2026 | €25.2b | €64.4b | €799.5m | 17.1x | 31.6x | 0.4x |
| Mon, 22 Dec 2025 | €25.4b | €64.4b | €857.2m | 19.9x | 29.6x | 0.4x |
| Wed, 19 Nov 2025 | €24.1b | €64.1b | €901.8m | 17.9x | 26.8x | 0.4x |
| Fri, 17 Oct 2025 | €28.0b | €65.0b | €785.2m | 21.3x | 35.6x | 0.4x |
| Sun, 14 Sep 2025 | €27.8b | €64.9b | €785.3m | 21x | 35.4x | 0.4x |
| Tue, 12 Aug 2025 | €27.6b | €64.3b | €610.5m | 18.1x | 45.2x | 0.4x |
| Thu, 10 Jul 2025 | €28.9b | €64.1b | €605.8m | 14.6x | 47.8x | 0.5x |
| Sat, 07 Jun 2025 | €28.1b | €64.0b | €595.2m | 14.1x | 47.3x | 0.4x |
| Mon, 05 May 2025 | €27.8b | €63.3b | €671.7m | 19.6x | 41.4x | 0.4x |
| Wed, 02 Apr 2025 | €26.5b | €62.9b | €645.2m | 14.5x | 41.1x | 0.4x |
| Fri, 28 Feb 2025 | €28.2b | €62.7b | €453.1m | 17.3x | 62.3x | 0.5x |
| Sun, 26 Jan 2025 | €26.7b | €62.0b | €414.3m | 21.2x | 64.4x | 0.4x |
| Tue, 24 Dec 2024 | €25.5b | €62.6b | €368.0m | 20.5x | 69.2x | 0.4x |
| Thu, 21 Nov 2024 | €22.2b | €62.6b | €338.2m | 10.7x | 65.5x | 0.4x |
| Sat, 19 Oct 2024 | €23.2b | €61.5b | €309.2m | 11.2x | 75.2x | 0.4x |
| Mon, 16 Sep 2024 | €20.9b | €61.6b | €273.2m | 15.7x | 76.5x | 0.3x |
| Wed, 14 Aug 2024 | €19.9b | €60.7b | €202.7m | 23.8x | 98.2x | 0.3x |
| Fri, 12 Jul 2024 | €20.4b | €60.6b | €163.3m | 25x | 125.1x | 0.3x |
| Sun, 09 Jun 2024 | €21.0b | €60.6b | €120.1m | 25x | 174.6x | 0.3x |
| Tue, 07 May 2024 | €18.4b | €56.1b | -€218,440,503.00 | 31.5x | -84.4x | 0.3x |
| Thu, 04 Apr 2024 | €17.5b | €56.1b | -€269,156,503.00 | 30.8x | -65.1x | 0.3x |
| Sat, 02 Mar 2024 | €15.8b | €56.4b | -€166,356,503.00 | 29.5x | -95.1x | 0.3x |
| Mon, 29 Jan 2024 | €16.5b | €57.1b | -€226,756,503.00 | 31.5x | -73x | 0.3x |
| Wed, 27 Dec 2023 | €17.6b | €57.1b | -€278,356,503.00 | 31.7x | -63.3x | 0.3x |
| Fri, 24 Nov 2023 | €18.1b | €57.1b | -€168,471,836.00 | 42.5x | -107.4x | 0.3x |
| Sun, 22 Oct 2023 | €17.1b | €57.5b | -€250,592,836.00 | 46.5x | -68.1x | 0.3x |
| Tue, 19 Sep 2023 | €18.8b | €57.5b | -€251,559,836.00 | 48x | -74.6x | 0.3x |
| Thu, 17 Aug 2023 | €20.5b | €58.0b | -€334,605,168.00 | 60.8x | -61.1x | 0.4x |
| Sat, 15 Jul 2023 | €21.5b | €58.3b | -€225,666,173.00 | 13.9x | -95.4x | 0.4x |
| Mon, 12 Jun 2023 | €19.9b | €60.3b | -€259,362,222.00 | 14.5x | -76.7x | 0.3x |
Price to Earnings Ratio
-76.7x
Current Industry PE
- Investors are optimistic on the German Specialty Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 35.5x which is higher than its 3-year average PE of 22.6x.
- The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
- Total earnings for the Specialty Retail industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 3.7% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -1.48% | |
| Consumer Discretionary | -3.08% | |
| Specialty Stores | -0.78% | |
| Apparel Retail | 2.50% | |
| Computer and Electronics Retail | -0.13% | |
| Home Improvement Retail | -1.16% | |
| Automotive Retail | -1.97% | |
| Home Furnishing Retail | -2.36% | |
| Specialty Stores | -2.67% | |
Industry PE
- Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 35.8%, which is higher than its past year's earnings growth of 19.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 60% over the next 5 years.
- In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 4.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ZAL Zalando | €23.77 | 4.3% +€236.2m | -22.2% | PE48.7x | |
| DOU Douglas | €9.12 | 5.6% +€51.7m | -21.1% | PE19x | |
| CEC Ceconomy | €3.92 | 1.8% +€34.0m | 37.4% | PS0.08x | |
| AG1 AUTO1 Group | €22.22 | 0.4% +€17.7m | -12.7% | PE66.1x | |
| HBM HORNBACH Baumarkt | €64.00 | 0.8% +€15.9m | -0.8% | PE18.7x |
