Narrative Update • Jun 25

Last week, the Specialty Stores industry hasn't moved much but Zalando is up 8.6% in that time. As for the longer term, the industry has declined 7.7% 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 |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | €23.6b | €67.4b | €627.8m | 16.5x | 37.6x | 0.4x |
| Mon, 25 May 2026 | €22.0b | €67.3b | €633.8m | 17.6x | 34.7x | 0.3x |
| Wed, 22 Apr 2026 | €22.9b | €65.6b | €880.8m | 9.5x | 26x | 0.3x |
| Fri, 20 Mar 2026 | €21.7b | €65.2b | €805.3m | 16.5x | 27x | 0.3x |
| Sun, 15 Feb 2026 | €22.3b | €64.4b | €814.3m | 18.2x | 27.4x | 0.3x |
| Tue, 13 Jan 2026 | €26.3b | €64.4b | €799.5m | 19.3x | 33x | 0.4x |
| Thu, 11 Dec 2025 | €24.5b | €64.1b | €901.8m | 19.2x | 27.2x | 0.4x |
| Sat, 08 Nov 2025 | €25.4b | €66.2b | €777.3m | 19.3x | 32.7x | 0.4x |
| Mon, 06 Oct 2025 | €28.7b | €64.9b | €782.1m | 21.3x | 36.7x | 0.4x |
| Wed, 03 Sep 2025 | €27.3b | €64.4b | €771.7m | 20x | 35.4x | 0.4x |
| Fri, 01 Aug 2025 | €27.8b | €64.1b | €605.8m | 14.4x | 46x | 0.4x |
| Sun, 29 Jun 2025 | €27.6b | €64.1b | €605.8m | 14.4x | 45.5x | 0.4x |
| Tue, 27 May 2025 | €28.3b | €64.0b | €615.4m | 13.4x | 46x | 0.4x |
| Thu, 24 Apr 2025 | €27.4b | €63.3b | €682.0m | 19.2x | 40.2x | 0.4x |
| Sat, 22 Mar 2025 | €26.7b | €62.9b | €606.8m | 14.6x | 43.9x | 0.4x |
| Mon, 17 Feb 2025 | €28.2b | €62.6b | €415.3m | 20.6x | 67.9x | 0.5x |
| Wed, 15 Jan 2025 | €24.3b | €62.0b | €414.3m | 19.3x | 58.6x | 0.4x |
| Fri, 13 Dec 2024 | €26.9b | €62.6b | €338.2m | 11.4x | 79.6x | 0.4x |
| Sun, 10 Nov 2024 | €21.8b | €61.7b | €358.5m | 10.8x | 60.9x | 0.4x |
| Tue, 08 Oct 2024 | €22.8b | €61.5b | €291.3m | 11.1x | 78.4x | 0.4x |
| Thu, 05 Sep 2024 | €20.6b | €61.4b | €238.6m | 15.6x | 86.2x | 0.3x |
| Sat, 03 Aug 2024 | €20.0b | €60.6b | €163.3m | 24x | 122.4x | 0.3x |
| Mon, 01 Jul 2024 | €19.5b | €60.6b | €149.0m | 24.5x | 130.8x | 0.3x |
| Wed, 29 May 2024 | €18.8b | €56.3b | €90.5m | 21.6x | 207.5x | 0.3x |
| Fri, 26 Apr 2024 | €17.8b | €56.0b | -€226,851,503.00 | 31.5x | -78.5x | 0.3x |
| Sun, 24 Mar 2024 | €17.1b | €56.1b | -€266,527,503.00 | 30.8x | -64.2x | 0.3x |
| Tue, 20 Feb 2024 | €15.9b | €56.4b | -€166,356,503.00 | 29.5x | -95.3x | 0.3x |
| Thu, 18 Jan 2024 | €15.6b | €57.1b | -€226,756,503.00 | 31.2x | -69x | 0.3x |
| Sat, 16 Dec 2023 | €18.0b | €57.1b | -€225,156,503.00 | 43.3x | -79.9x | 0.3x |
| Mon, 13 Nov 2023 | €17.2b | €57.2b | -€195,671,836.00 | 44.7x | -87.9x | 0.3x |
| Wed, 11 Oct 2023 | €17.8b | €57.5b | -€250,592,836.00 | 47.5x | -70.8x | 0.3x |
| Fri, 08 Sep 2023 | €19.8b | €57.9b | -€285,322,836.00 | 51.1x | -69.3x | 0.3x |
| Sun, 06 Aug 2023 | €21.8b | €58.2b | -€260,937,720.00 | 24.1x | -83.4x | 0.4x |
| Tue, 04 Jul 2023 | €20.2b | €58.2b | -€282,166,173.00 | 13.7x | -71.6x | 0.3x |
-71.6x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.77% | |
| Consumer Discretionary | -2.73% | |
| Specialty Stores | 0.72% | |
| Apparel Retail | 8.44% | |
| Home Improvement Retail | 0.88% | |
| Specialty Stores | -0.79% | |
| Computer and Electronics Retail | -1.60% | |
| Home Furnishing Retail | -2.99% | |
| Automotive Retail | -4.90% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ZAL Zalando | €24.92 | 2.8% +€161.5m | -8.1% | PE51.1x | |
| FIE Fielmann Group | €43.60 | 0.3% +€12.6m | -19.6% | PE17.9x | |
| WEW Westwing Group | €16.90 | 2.4% +€7.4m | 113.4% | PE11.7x | |
| GFG Global Fashion Group | €0.49 | 5.4% +€5.7m | 62.9% | PS0.2x | |
| WFA Weng Fine Art | €3.78 | 0.5% +€107.7k | -21.3% | PE3.6x |