Narrative Update • Jul 29
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Egyptian (CASE/EGX) Consumer Discretionary Sector Analysis
UpdatedAug 07, 2026
DataAggregated Company Financials
Companies27
- 7D4.4%
- 3M14.8%
- 1Y70.9%
- YTD41.8%
In the last week, the Consumer Discretionary industry is up 4.4%, with Orascom Development EgyptE leading the way, up 6.8%. This takes the industry's 12 month performance to a gain of 71%. Looking forward, earnings are forecast to grow by 26% annually.
Sector Valuation and Performance
Has the Egyptian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | ج.م264.8b | ج.م192.1b | ج.م17.4b | 19.2x | 15.2x | 1.4x |
| Sun, 05 Jul 2026 | ج.م245.1b | ج.م191.1b | ج.م16.9b | 17.4x | 14.5x | 1.3x |
| Tue, 02 Jun 2026 | ج.م234.6b | ج.م196.3b | ج.م20.2b | 15x | 11.6x | 1.2x |
| Thu, 30 Apr 2026 | ج.م222.0b | ج.م188.6b | ج.م20.1b | 14x | 11x | 1.2x |
| Sat, 28 Mar 2026 | ج.م169.8b | ج.م188.3b | ج.م20.5b | 11.5x | 8.3x | 0.9x |
| Mon, 23 Feb 2026 | ج.م176.7b | ج.م181.9b | ج.م20.7b | 11.1x | 8.5x | 1x |
| Wed, 21 Jan 2026 | ج.م174.2b | ج.م181.1b | ج.م20.4b | 11.4x | 8.6x | 1x |
| Fri, 19 Dec 2025 | ج.م173.9b | ج.م181.1b | ج.م20.3b | 11.6x | 8.6x | 1x |
| Sun, 16 Nov 2025 | ج.م175.6b | ج.م172.9b | ج.م20.4b | 9.7x | 8.6x | 1x |
| Tue, 14 Oct 2025 | ج.م156.7b | ج.م172.0b | ج.م20.0b | 9.3x | 7.8x | 0.9x |
| Thu, 11 Sep 2025 | ج.م148.6b | ج.م171.9b | ج.م20.0b | 9.8x | 7.4x | 0.9x |
| Sat, 09 Aug 2025 | ج.م145.4b | ج.م160.6b | ج.م21.0b | 9.3x | 6.9x | 0.9x |
| Mon, 07 Jul 2025 | ج.م144.0b | ج.م159.9b | ج.م20.7b | 8.3x | 6.9x | 0.9x |
| Wed, 04 Jun 2025 | ج.م140.5b | ج.م159.6b | ج.م21.0b | 8.3x | 6.7x | 0.9x |
| Fri, 02 May 2025 | ج.م144.5b | ج.م139.0b | ج.م14.7b | 10.4x | 9.8x | 1x |
| Sun, 30 Mar 2025 | ج.م134.3b | ج.م137.9b | ج.م14.6b | 9x | 9.2x | 1x |
| Tue, 25 Feb 2025 | ج.م129.4b | ج.م121.4b | ج.م12.3b | 14.1x | 10.5x | 1.1x |
| Thu, 23 Jan 2025 | ج.م126.7b | ج.م121.0b | ج.م12.1b | 13.8x | 10.5x | 1x |
| Sat, 21 Dec 2024 | ج.م127.3b | ج.م120.8b | ج.م12.0b | 13.8x | 10.6x | 1.1x |
| Mon, 18 Nov 2024 | ج.م121.1b | ج.م117.1b | ج.م12.1b | 12x | 10x | 1x |
| Wed, 16 Oct 2024 | ج.م107.9b | ج.م108.4b | ج.م11.8b | 12.2x | 9.1x | 1x |
| Fri, 13 Sep 2024 | ج.م109.0b | ج.م108.0b | ج.م11.7b | 10.7x | 9.3x | 1x |
| Sun, 11 Aug 2024 | ج.م102.5b | ج.م98.2b | ج.م9.9b | 10.3x | 10.4x | 1x |
| Tue, 09 Jul 2024 | ج.م102.7b | ج.م98.0b | ج.م9.6b | 10.5x | 10.7x | 1x |
| Thu, 06 Jun 2024 | ج.م93.4b | ج.م98.0b | ج.م9.6b | 9.1x | 9.7x | 1x |
| Sat, 04 May 2024 | ج.م89.9b | ج.م91.0b | ج.م9.4b | 10.7x | 9.6x | 1x |
| Mon, 01 Apr 2024 | ج.م94.1b | ج.م89.7b | ج.م9.2b | 12.2x | 10.2x | 1x |
| Wed, 28 Feb 2024 | ج.م101.4b | ج.م83.3b | ج.م16.5b | 16.7x | 6.1x | 1.2x |
| Fri, 26 Jan 2024 | ج.م95.2b | ج.م83.0b | ج.م16.4b | 17.9x | 5.8x | 1.1x |
| Sun, 24 Dec 2023 | ج.م89.0b | ج.م81.9b | ج.م17.2b | 14x | 5.2x | 1.1x |
| Tue, 21 Nov 2023 | ج.م76.5b | ج.م80.5b | ج.م17.7b | 11.9x | 4.3x | 1x |
| Thu, 19 Oct 2023 | ج.م66.1b | ج.م74.3b | ج.م16.3b | 9.4x | 4.1x | 0.9x |
| Sat, 16 Sep 2023 | ج.م66.9b | ج.م74.3b | ج.م16.3b | 9.1x | 4.1x | 0.9x |
| Mon, 14 Aug 2023 | ج.م66.4b | ج.م72.1b | ج.م15.9b | 8.4x | 4.2x | 0.9x |
Price to Earnings Ratio
4.2x
Current Industry PE
- Investors are optimistic on the Egyptian Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 15.2x which is higher than its 3-year average PE of 8.6x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 3.1% per year over the last three years.
- Revenues for these companies have grown 39% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Egyptian Consumer Discretionary sector?
| EG Market | 4.49% | |
| Consumer Discretionary | 4.38% | |
| Retail Distributors | 17.02% | |
| Consumer Durables | 15.04% | |
| Specialty Stores | 7.10% | |
| Hospitality | 3.74% | |
| Auto | 3.24% | |
| Luxury | 3.09% | |
| Consumer Services | 1.46% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 13.4x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Specialty Stores industry, which is trading below its 3-year average of 9.7x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 42% over the next 5 years.
- This is better than its past earnings growth rate of 18% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ORHD Orascom Development EgyptE | ج.م42.00 | 6.8% +ج.م3.0b | 89.2% | PE9.1x | |
| MTIE MM Group for Industry and International TradeE | ج.م11.00 | 17.0% +ج.م3.0b | 58.6% | PE20x | |
| ORWE Oriental Weavers Carpets Company (S.A.E) | ج.م26.00 | 15.0% +ج.م2.3b | 15.6% | PE8.8x | |
| GBCO GB | ج.م30.62 | 3.2% +ج.م1.0b | 25.0% | PE12.4x | |
| CIRA Cairo For Investment And Real Estate Developments-CIRA Education | ج.م36.30 | 3.9% +ج.م786.8m | 162.1% | PE22.3x |