Narrative Update • Jun 02

The Specialty Stores industry is up 3.0% in the last week, with Zalando up 5.5%. In the past year, the industry is down 13%. As for the next few years, earnings are expected to grow by 29% per annum.
Has the German Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 03 Jun 2026 | €23.0b | €67.3b | €633.8m | 17.9x | 36.3x | 0.3x |
| Fri, 01 May 2026 | €21.5b | €65.7b | €878.0m | 9.4x | 24.5x | 0.3x |
| Sun, 29 Mar 2026 | €20.9b | €65.2b | €882.3m | 9.1x | 23.7x | 0.3x |
| Tue, 24 Feb 2026 | €22.4b | €64.4b | €814.3m | 17.4x | 27.5x | 0.3x |
| Thu, 22 Jan 2026 | €24.8b | €64.4b | €799.5m | 16.8x | 31x | 0.4x |
| Sat, 20 Dec 2025 | €25.3b | €64.3b | €863.8m | 16.7x | 29.3x | 0.4x |
| Mon, 17 Nov 2025 | €24.7b | €64.1b | €901.8m | 17.8x | 27.4x | 0.4x |
| Wed, 15 Oct 2025 | €27.6b | €64.9b | €782.1m | 21x | 35.3x | 0.4x |
| Fri, 12 Sep 2025 | €28.0b | €64.9b | €785.3m | 21.2x | 35.7x | 0.4x |
| Sun, 10 Aug 2025 | €27.8b | €64.3b | €610.5m | 17.9x | 45.5x | 0.4x |
| Tue, 08 Jul 2025 | €28.8b | €64.1b | €605.8m | 14.6x | 47.5x | 0.4x |
| Thu, 05 Jun 2025 | €28.4b | €64.0b | €595.2m | 13.9x | 47.7x | 0.4x |
| Sat, 03 May 2025 | €27.7b | €63.3b | €671.7m | 19.5x | 41.3x | 0.4x |
| Mon, 31 Mar 2025 | €26.6b | €62.9b | €645.2m | 14.6x | 41.2x | 0.4x |
| Wed, 26 Feb 2025 | €27.6b | €62.7b | €453.1m | 17x | 60.9x | 0.4x |
| Fri, 24 Jan 2025 | €26.2b | €62.0b | €414.3m | 20.7x | 63.1x | 0.4x |
| Sun, 22 Dec 2024 | €25.6b | €62.5b | €268.0m | 16.6x | 95.5x | 0.4x |
| Tue, 19 Nov 2024 | €22.5b | €62.6b | €338.2m | 11.1x | 66.4x | 0.4x |
| Thu, 17 Oct 2024 | €23.4b | €61.5b | €309.2m | 11.4x | 75.7x | 0.4x |
| Sat, 14 Sep 2024 | €20.8b | €61.6b | €273.2m | 15.7x | 76.1x | 0.3x |
| Mon, 12 Aug 2024 | €19.8b | €60.7b | €202.2m | 23.6x | 98x | 0.3x |
| Wed, 10 Jul 2024 | €19.9b | €60.6b | €149.0m | 24.2x | 133.5x | 0.3x |
| Fri, 07 Jun 2024 | €19.1b | €56.3b | €90.5m | 21.6x | 210.7x | 0.3x |
| Sun, 05 May 2024 | €18.2b | €56.1b | -€218,440,503.00 | 31.2x | -83.4x | 0.3x |
| Tue, 02 Apr 2024 | €17.8b | €56.1b | -€269,156,503.00 | 30.8x | -66.3x | 0.3x |
| Thu, 29 Feb 2024 | €15.8b | €56.4b | -€166,356,503.00 | 29.7x | -95x | 0.3x |
| Sat, 27 Jan 2024 | €16.6b | €57.1b | -€226,756,503.00 | 31.5x | -73.1x | 0.3x |
| Mon, 25 Dec 2023 | €17.6b | €57.1b | -€277,556,503.00 | 31.7x | -63.5x | 0.3x |
| Wed, 22 Nov 2023 | €18.1b | €57.2b | -€195,671,836.00 | 48.9x | -92.6x | 0.3x |
| Fri, 20 Oct 2023 | €17.3b | €57.5b | -€250,592,836.00 | 46.9x | -69x | 0.3x |
| Sun, 17 Sep 2023 | €19.1b | €57.5b | -€251,559,836.00 | 48.8x | -75.7x | 0.3x |
| Tue, 15 Aug 2023 | €20.7b | €58.0b | -€334,682,720.00 | 60x | -61.8x | 0.4x |
| Thu, 13 Jul 2023 | €20.9b | €58.3b | -€225,666,173.00 | 13.7x | -92.8x | 0.4x |
| Sat, 10 Jun 2023 | €19.9b | €60.3b | -€259,362,222.00 | 14.5x | -76.8x | 0.3x |
-76.8x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.26% | |
| Consumer Discretionary | 1.76% | |
| Specialty Stores | 2.18% | |
| Apparel Retail | 5.35% | |
| Automotive Retail | 4.79% | |
| Home Furnishing Retail | 2.37% | |
| Home Improvement Retail | 0.33% | |
| Specialty Stores | -0.70% | |
| Computer and Electronics Retail | -0.74% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ZAL Zalando | €23.58 | 5.5% +€298.0m | -24.1% | PE49x | |
| AG1 AUTO1 Group | €22.82 | 4.9% +€234.1m | -7.7% | PE67.9x | |
| DOU Douglas | €8.84 | 4.2% +€38.8m | -25.7% | PE18.4x | |
| HBM HORNBACH Baumarkt | €64.50 | 1.6% +€31.8m | -1.5% | PE18.9x | |
| WEW Westwing Group | €15.10 | 2.4% +€6.5m | 89.2% | PE10.5x |