Narrative Update • Jun 30

Last week, the Specialty Stores industry hasn't moved much but Ceconomy is up 5.8% in that time. Unfortunately though, the industry is down 14% over the past 12 months. As for the next few years, earnings are expected to grow by 30% per annum.
Has the German Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 02 Jul 2026 | €23.4b | €67.4b | €627.8m | 16.9x | 37.2x | 0.3x |
| Sat, 30 May 2026 | €23.0b | €67.3b | €633.8m | 18.3x | 36.2x | 0.3x |
| Mon, 27 Apr 2026 | €22.0b | €65.7b | €878.0m | 9.3x | 25.1x | 0.3x |
| Wed, 25 Mar 2026 | €21.4b | €65.2b | €805.3m | 16.7x | 26.6x | 0.3x |
| Fri, 20 Feb 2026 | €22.5b | €64.4b | €814.3m | 17.5x | 27.6x | 0.3x |
| Sun, 18 Jan 2026 | €25.8b | €64.4b | €799.5m | 18.9x | 32.3x | 0.4x |
| Tue, 16 Dec 2025 | €25.3b | €64.1b | €901.8m | 19.2x | 28x | 0.4x |
| Thu, 13 Nov 2025 | €25.2b | €64.1b | €880.9m | 19.1x | 28.6x | 0.4x |
| Sat, 11 Oct 2025 | €27.8b | €64.9b | €782.1m | 21.2x | 35.6x | 0.4x |
| Mon, 08 Sep 2025 | €27.6b | €64.9b | €785.3m | 20.8x | 35.1x | 0.4x |
| Wed, 06 Aug 2025 | €28.1b | €64.1b | €605.8m | 14.3x | 46.3x | 0.4x |
| Fri, 04 Jul 2025 | €28.5b | €64.1b | €605.8m | 14.5x | 47x | 0.4x |
| Sun, 01 Jun 2025 | €28.0b | €64.0b | €595.2m | 14.1x | 47x | 0.4x |
| Tue, 29 Apr 2025 | €27.2b | €63.3b | €682.0m | 19.3x | 39.9x | 0.4x |
| Thu, 27 Mar 2025 | €26.7b | €62.9b | €668.7m | 14.5x | 39.9x | 0.4x |
| Sat, 22 Feb 2025 | €27.6b | €62.7b | €453.1m | 17x | 61x | 0.4x |
| Mon, 20 Jan 2025 | €25.6b | €62.0b | €414.3m | 20x | 61.7x | 0.4x |
| Wed, 18 Dec 2024 | €26.3b | €62.6b | €338.2m | 10.6x | 77.8x | 0.4x |
| Fri, 15 Nov 2024 | €22.1b | €62.0b | €385.7m | 10.7x | 57.2x | 0.4x |
| Sun, 13 Oct 2024 | €23.3b | €61.5b | €309.2m | 11x | 75.4x | 0.4x |
| Tue, 10 Sep 2024 | €20.3b | €61.4b | €238.6m | 15.5x | 85.3x | 0.3x |
| Thu, 08 Aug 2024 | €19.5b | €60.6b | €163.3m | 23.7x | 119.3x | 0.3x |
| Sat, 06 Jul 2024 | €20.1b | €60.6b | €149.0m | 24.5x | 134.9x | 0.3x |
| Mon, 03 Jun 2024 | €18.9b | €56.3b | €90.5m | 21.6x | 209x | 0.3x |
| Wed, 01 May 2024 | €18.2b | €56.0b | -€226,851,503.00 | 32.1x | -80.1x | 0.3x |
| Fri, 29 Mar 2024 | €17.8b | €56.1b | -€269,156,503.00 | 30.8x | -66.2x | 0.3x |
| Sun, 25 Feb 2024 | €15.8b | €56.4b | -€166,356,503.00 | 29.3x | -94.9x | 0.3x |
| Tue, 23 Jan 2024 | €16.0b | €57.1b | -€226,756,503.00 | 32x | -70.5x | 0.3x |
| Thu, 21 Dec 2023 | €18.1b | €57.2b | -€279,156,503.00 | 32.4x | -64.9x | 0.3x |
| Sat, 18 Nov 2023 | €17.9b | €57.2b | -€195,671,836.00 | 49.1x | -91.7x | 0.3x |
| Mon, 16 Oct 2023 | €17.2b | €57.5b | -€250,592,836.00 | 45.6x | -68.7x | 0.3x |
| Wed, 13 Sep 2023 | €19.3b | €57.9b | -€285,322,836.00 | 50.9x | -67.5x | 0.3x |
| Fri, 11 Aug 2023 | €21.3b | €58.2b | -€260,937,720.00 | 24.3x | -81.7x | 0.4x |
| Sun, 09 Jul 2023 | €19.7b | €58.2b | -€282,166,173.00 | 13.6x | -69.9x | 0.3x |
-69.9x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.57% | |
| Consumer Discretionary | -2.31% | |
| Specialty Stores | -1.18% | |
| Home Furnishing Retail | 3.36% | |
| Computer and Electronics Retail | 3.24% | |
| Home Improvement Retail | 0.19% | |
| Specialty Stores | -0.25% | |
| Apparel Retail | -2.77% | |
| Automotive Retail | -2.87% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CEC Ceconomy | €3.82 | 3.2% +€58.2m | 2.4% | PS0.08x | |
| DOU Douglas | €8.10 | 1.8% +€15.1m | -23.4% | PE16.9x | |
| WEW Westwing Group | €16.90 | 3.4% +€10.2m | 113.9% | PE11.7x | |
| HBH HORNBACH Holding KGaA | €79.20 | 0.5% +€6.4m | -25.1% | PE9.6x | |
| BIKE Bike24 Holding | €2.75 | 2.2% +€2.6m | 10.0% | PE86.1x |