Narrative Update • Jun 06

Over the last 7 days, the Specialty Stores industry has dropped 2.0%, driven by zooplus declining 4.4%. In contrast, Zalando has gained 7.7%. However, the industry is down 14% over the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | €22.5b | €67.3b | €633.8m | 17x | 35.5x | 0.3x |
| Sat, 09 May 2026 | €21.0b | €66.3b | €802.7m | 10x | 26.2x | 0.3x |
| Mon, 06 Apr 2026 | €21.0b | €65.6b | €880.8m | 9.1x | 23.9x | 0.3x |
| Wed, 04 Mar 2026 | €21.0b | €64.4b | €814.3m | 17.1x | 25.8x | 0.3x |
| Fri, 30 Jan 2026 | €24.8b | €64.4b | €799.5m | 17x | 31x | 0.4x |
| Sun, 28 Dec 2025 | €25.3b | €64.4b | €799.5m | 19x | 31.7x | 0.4x |
| Tue, 25 Nov 2025 | €23.8b | €64.1b | €901.8m | 17.9x | 26.4x | 0.4x |
| Thu, 23 Oct 2025 | €28.2b | €65.0b | €785.2m | 21.5x | 35.9x | 0.4x |
| Sat, 20 Sep 2025 | €28.3b | €64.8b | €793.3m | 21.5x | 35.6x | 0.4x |
| Mon, 18 Aug 2025 | €27.7b | €64.3b | €748.2m | 19.8x | 37x | 0.4x |
| Wed, 16 Jul 2025 | €27.9b | €64.1b | €605.8m | 14.6x | 46.1x | 0.4x |
| Fri, 13 Jun 2025 | €27.4b | €64.0b | €595.2m | 14.1x | 46.1x | 0.4x |
| Sun, 11 May 2025 | €27.8b | €64.1b | €705.7m | 19.9x | 39.4x | 0.4x |
| Tue, 08 Apr 2025 | €24.1b | €63.3b | €682.0m | 17.9x | 35.3x | 0.4x |
| Thu, 06 Mar 2025 | €28.4b | €62.7b | €453.1m | 17.7x | 62.8x | 0.5x |
| Sat, 01 Feb 2025 | €27.8b | €62.0b | €414.3m | 22.6x | 67x | 0.4x |
| Mon, 30 Dec 2024 | €25.7b | €62.6b | €368.0m | 20.7x | 69.9x | 0.4x |
| Wed, 27 Nov 2024 | €23.0b | €62.6b | €338.2m | 10.8x | 68.1x | 0.4x |
| Fri, 25 Oct 2024 | €22.9b | €61.5b | €309.2m | 10.7x | 74.2x | 0.4x |
| Sun, 22 Sep 2024 | €21.9b | €61.6b | €273.5m | 16.1x | 80.1x | 0.4x |
| Tue, 20 Aug 2024 | €20.6b | €61.1b | €203.0m | 21.6x | 101.6x | 0.3x |
| Thu, 18 Jul 2024 | €20.3b | €60.6b | €163.3m | 24.7x | 124.1x | 0.3x |
| Sat, 15 Jun 2024 | €20.1b | €60.6b | €120.1m | 24.6x | 167.7x | 0.3x |
| Mon, 13 May 2024 | €19.0b | €56.0b | -€125,370,503.00 | 31.5x | -151.9x | 0.3x |
| Wed, 10 Apr 2024 | €17.8b | €56.0b | -€233,360,503.00 | 30.9x | -76.2x | 0.3x |
| Fri, 08 Mar 2024 | €15.6b | €56.3b | -€178,756,503.00 | 30.1x | -87x | 0.3x |
| Sun, 04 Feb 2024 | €16.1b | €57.1b | -€226,756,503.00 | 30x | -70.8x | 0.3x |
| Tue, 02 Jan 2024 | €17.9b | €57.1b | -€278,356,503.00 | 32.1x | -64.3x | 0.3x |
| Thu, 30 Nov 2023 | €17.8b | €57.1b | -€168,471,836.00 | 41.9x | -106x | 0.3x |
| Sat, 28 Oct 2023 | €16.5b | €57.5b | -€250,592,836.00 | 43.8x | -66x | 0.3x |
| Mon, 25 Sep 2023 | €18.1b | €57.5b | -€251,559,836.00 | 47.1x | -72.1x | 0.3x |
| Wed, 23 Aug 2023 | €20.1b | €57.9b | -€291,890,836.00 | 58x | -68.8x | 0.3x |
| Fri, 21 Jul 2023 | €21.9b | €58.2b | -€257,666,173.00 | 13.8x | -85x | 0.4x |
| Sun, 18 Jun 2023 | €20.5b | €60.3b | -€262,117,222.00 | 14.4x | -78.2x | 0.3x |
-78.2x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -2.87% | |
| Consumer Discretionary | -3.83% | |
| Specialty Stores | -1.99% | |
| Apparel Retail | 3.43% | |
| Home Improvement Retail | -0.25% | |
| Home Furnishing Retail | -0.99% | |
| Automotive Retail | -2.69% | |
| Specialty Stores | -4.64% | |
| Computer and Electronics Retail | -10.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ZAL Zalando | €25.15 | 7.7% +€431.5m | -15.0% | PE51.6x | |
| FIE Fielmann Group | €44.05 | 5.4% +€188.9m | -19.2% | PE18.1x | |
| AG1 AUTO1 Group | €22.48 | 2.3% +€110.4m | -9.5% | PE66.9x | |
| HBM HORNBACH Baumarkt | €66.00 | 3.1% +€63.6m | 2.3% | PE19.3x | |
| HBH HORNBACH Holding KGaA | €77.10 | 0.9% +€11.2m | -15.9% | PE8.9x |