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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | €23.6b | €67.4b | €627.8m | 16.5x | 37.6x | 0.4x |
| Sun, 24 May 2026 | €22.0b | €67.3b | €633.8m | 17.6x | 34.7x | 0.3x |
| Tue, 21 Apr 2026 | €22.9b | €65.6b | €880.8m | 9.6x | 26x | 0.3x |
| Thu, 19 Mar 2026 | €22.4b | €65.2b | €805.3m | 16.7x | 27.8x | 0.3x |
| Sat, 14 Feb 2026 | €22.2b | €64.4b | €814.3m | 18.1x | 27.2x | 0.3x |
| Mon, 12 Jan 2026 | €26.1b | €64.4b | €799.5m | 19.6x | 32.6x | 0.4x |
| Wed, 10 Dec 2025 | €24.5b | €64.1b | €901.8m | 18.5x | 27.1x | 0.4x |
| Fri, 07 Nov 2025 | €26.3b | €65.5b | €796.8m | 20.1x | 33x | 0.4x |
| Sun, 05 Oct 2025 | €28.7b | €64.9b | €782.1m | 21.3x | 36.7x | 0.4x |
| Tue, 02 Sep 2025 | €27.9b | €64.4b | €771.7m | 20.5x | 36.1x | 0.4x |
| Thu, 31 Jul 2025 | €28.0b | €64.1b | €605.8m | 14.3x | 46.2x | 0.4x |
| Sat, 28 Jun 2025 | €27.4b | €64.1b | €605.8m | 14.4x | 45.3x | 0.4x |
| Mon, 26 May 2025 | €27.9b | €64.0b | €615.4m | 13.4x | 45.3x | 0.4x |
| Wed, 23 Apr 2025 | €27.1b | €63.3b | €682.0m | 18.9x | 39.7x | 0.4x |
| Fri, 21 Mar 2025 | €27.5b | €62.9b | €606.8m | 16x | 45.3x | 0.4x |
| Sun, 16 Feb 2025 | €28.2b | €62.6b | €415.3m | 20.6x | 67.9x | 0.5x |
| Tue, 14 Jan 2025 | €24.1b | €62.0b | €414.3m | 19.6x | 58.2x | 0.4x |
| Thu, 12 Dec 2024 | €26.3b | €62.6b | €338.2m | 11.4x | 77.9x | 0.4x |
| Sat, 09 Nov 2024 | €21.9b | €61.7b | €358.5m | 10.8x | 61x | 0.4x |
| Mon, 07 Oct 2024 | €23.0b | €61.5b | €291.3m | 11.4x | 78.9x | 0.4x |
| Wed, 04 Sep 2024 | €20.8b | €61.4b | €238.6m | 15.5x | 87x | 0.3x |
| Fri, 02 Aug 2024 | €20.7b | €60.6b | €163.3m | 24.3x | 126.5x | 0.3x |
| Sun, 30 Jun 2024 | €19.5b | €60.6b | €149.0m | 24.5x | 130.8x | 0.3x |
| Tue, 28 May 2024 | €18.8b | €56.3b | €90.5m | 21.6x | 208x | 0.3x |
| Thu, 25 Apr 2024 | €18.1b | €56.0b | -€226,851,503.00 | 30.9x | -79.6x | 0.3x |
| Sat, 23 Mar 2024 | €17.1b | €56.1b | -€205,256,503.00 | 30.8x | -83.5x | 0.3x |
| Mon, 19 Feb 2024 | €15.9b | €56.4b | -€166,356,503.00 | 29.5x | -95.7x | 0.3x |
| Wed, 17 Jan 2024 | €16.1b | €57.1b | -€226,756,503.00 | 31.6x | -71.2x | 0.3x |
| Fri, 15 Dec 2023 | €17.6b | €57.1b | -€225,156,503.00 | 42.2x | -78.1x | 0.3x |
| Sun, 12 Nov 2023 | €17.2b | €57.2b | -€196,466,836.00 | 44.8x | -87.6x | 0.3x |
| Tue, 10 Oct 2023 | €17.5b | €57.5b | -€267,992,836.00 | 45.8x | -65.2x | 0.3x |
| Thu, 07 Sep 2023 | €19.9b | €57.9b | -€285,322,836.00 | 51.9x | -69.8x | 0.3x |
| Sat, 05 Aug 2023 | €21.8b | €58.2b | -€260,937,720.00 | 24.1x | -83.4x | 0.4x |
| Mon, 03 Jul 2023 | €20.4b | €58.2b | -€282,166,173.00 | 13.8x | -72.2x | 0.3x |
-72.2x
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 | |
| U1DA MOLOGEN Lifescience | €4.00 | 42.9% +€1.7m | 122.2% | n/a |