Narrative Update • Jul 14

Over the last 7 days, the Specialty Stores industry has remained flat, although notably AUTO1 Group declined by 5.5%. Unfortunately though, the industry is down 8.7% over the past 12 months. As for the next few years, earnings are expected to grow by 31% 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, 23 Jul 2026 | €23.7b | €67.4b | €627.8m | 16.2x | 37.8x | 0.4x |
| Sat, 20 Jun 2026 | €23.1b | €67.3b | €633.8m | 16.9x | 36.5x | 0.3x |
| Mon, 18 May 2026 | €21.2b | €67.1b | €635.4m | 17.4x | 33.4x | 0.3x |
| Wed, 15 Apr 2026 | €22.4b | €65.6b | €880.8m | 9.8x | 25.5x | 0.3x |
| Fri, 13 Mar 2026 | €21.8b | €64.4b | €834.0m | 16.9x | 26.1x | 0.3x |
| Sun, 08 Feb 2026 | €23.7b | €64.4b | €799.5m | 17x | 29.6x | 0.4x |
| Tue, 06 Jan 2026 | €25.6b | €64.4b | €799.5m | 19.3x | 32x | 0.4x |
| Thu, 04 Dec 2025 | €24.5b | €64.1b | €901.8m | 18.5x | 27.2x | 0.4x |
| Sat, 01 Nov 2025 | €27.5b | €65.0b | €785.2m | 20.4x | 35x | 0.4x |
| Mon, 29 Sep 2025 | €28.2b | €64.8b | €793.3m | 21.2x | 35.5x | 0.4x |
| Wed, 27 Aug 2025 | €28.4b | €64.4b | €760.5m | 20.9x | 37.3x | 0.4x |
| Fri, 25 Jul 2025 | €28.1b | €64.1b | €605.8m | 14.6x | 46.4x | 0.4x |
| Sun, 22 Jun 2025 | €26.2b | €64.0b | €595.2m | 13.9x | 44.1x | 0.4x |
| Tue, 20 May 2025 | €28.5b | €64.0b | €610.4m | 14.9x | 46.7x | 0.4x |
| Thu, 17 Apr 2025 | €26.6b | €63.3b | €682.0m | 19x | 39.1x | 0.4x |
| Sat, 15 Mar 2025 | €26.9b | €62.9b | €606.8m | 16.1x | 44.4x | 0.4x |
| Mon, 10 Feb 2025 | €28.1b | €62.0b | €414.3m | 23x | 67.8x | 0.5x |
| Wed, 08 Jan 2025 | €25.5b | €62.0b | €408.9m | 20.6x | 62.4x | 0.4x |
| Fri, 06 Dec 2024 | €25.5b | €62.6b | €338.2m | 11.3x | 75.4x | 0.4x |
| Sun, 03 Nov 2024 | €22.4b | €61.6b | €305.1m | 10.7x | 73.5x | 0.4x |
| Tue, 01 Oct 2024 | €23.4b | €61.5b | €291.6m | 17.2x | 80.2x | 0.4x |
| Thu, 29 Aug 2024 | €20.8b | €61.3b | €226.6m | 21.8x | 91.7x | 0.3x |
| Sat, 27 Jul 2024 | €20.3b | €60.6b | €163.3m | 24.3x | 124.5x | 0.3x |
| Mon, 24 Jun 2024 | €20.0b | €60.6b | €120.1m | 24.6x | 166.3x | 0.3x |
| Wed, 22 May 2024 | €19.0b | €56.4b | €43.5m | 29.3x | 436x | 0.3x |
| Fri, 19 Apr 2024 | €18.5b | €56.0b | -€233,360,503.00 | 30x | -79.1x | 0.3x |
| Sun, 17 Mar 2024 | €16.5b | €56.1b | -€205,256,503.00 | 30.3x | -80.2x | 0.3x |
| Tue, 13 Feb 2024 | €15.9b | €56.4b | -€166,356,503.00 | 29.5x | -95.3x | 0.3x |
| Thu, 11 Jan 2024 | €16.7b | €57.1b | -€278,356,503.00 | 31.3x | -60.1x | 0.3x |
| Sat, 09 Dec 2023 | €17.6b | €57.1b | -€168,456,503.00 | 41.8x | -104.4x | 0.3x |
| Mon, 06 Nov 2023 | €17.2b | €57.5b | -€250,687,836.00 | 45.3x | -68.6x | 0.3x |
| Wed, 04 Oct 2023 | €17.4b | €57.5b | -€267,992,836.00 | 47.1x | -64.9x | 0.3x |
| Fri, 01 Sep 2023 | €20.6b | €57.9b | -€284,481,836.00 | 54.5x | -72.5x | 0.4x |
| Sun, 30 Jul 2023 | €22.3b | €58.2b | -€257,666,173.00 | 14.1x | -86.6x | 0.4x |
-86.6x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.49% | |
| Consumer Discretionary | 0.24% | |
| Specialty Stores | -0.25% | |
| Home Furnishing Retail | 2.65% | |
| Apparel Retail | 1.63% | |
| Specialty Stores | 0.69% | |
| Computer and Electronics Retail | 0.38% | |
| Home Improvement Retail | 0.35% | |
| Automotive Retail | -4.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ZAL Zalando | €28.22 | 1.4% +€91.6m | 3.4% | PE57.8x | |
| HBH HORNBACH Holding KGaA | €80.10 | 1.8% +€22.4m | -23.3% | PE9.7x | |
| BIKE Bike24 Holding | €2.61 | 2.4% +€2.6m | -9.7% | PE81.8x | |
| U1DA MOLOGEN Lifescience | €3.56 | 27.1% +€1.0m | 69.5% | n/a | |
| WFA Weng Fine Art | €3.58 | 0.6% +€107.7k | -19.4% | PE3.4x |