Narrative Update • Jun 24
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South Korean (KOSPI) General Merchandise and Department Stores Industry Analysis
UpdatedJun 27, 2026
DataAggregated Company Financials
Companies12
- 7D2.0%
- 3M70.5%
- 1Y150.2%
- YTD132.5%
Over the last 7 days, the General Merchandise and Department Stores industry has risen 2.0%, driven by gains from SHINSEGAE of 4.1%. This takes the industry's 12 month performance to a gain of 150%. Looking forward, earnings are forecast to grow by 32% annually.
Industry Valuation and Performance
Has the South Korean General Merchandise and Department Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | ₩18.5t | ₩33.3t | ₩709.0b | 22.9x | 26.1x | 0.6x |
| Mon, 25 May 2026 | ₩14.6t | ₩33.2t | ₩635.8b | 19.8x | 23x | 0.4x |
| Wed, 22 Apr 2026 | ₩11.6t | ₩33.1t | ₩474.4b | 19.7x | 24.5x | 0.4x |
| Fri, 20 Mar 2026 | ₩10.8t | ₩33.2t | ₩379.3b | 10.4x | 28.5x | 0.3x |
| Sun, 15 Feb 2026 | ₩11.7t | ₩33.0t | ₩410.3b | 13.3x | 28.5x | 0.4x |
| Tue, 13 Jan 2026 | ₩8.5t | ₩33.0t | -₩704,810,677,530.00 | 8.5x | -12.1x | 0.3x |
| Thu, 11 Dec 2025 | ₩8.2t | ₩33.0t | -₩704,810,677,530.00 | 8.6x | -11.6x | 0.2x |
| Sat, 08 Nov 2025 | ₩7.6t | ₩33.1t | -₩713,868,902,468.00 | 12x | -10.6x | 0.2x |
| Mon, 06 Oct 2025 | ₩7.6t | ₩33.1t | -₩713,868,901,893.00 | 12.4x | -10.7x | 0.2x |
| Wed, 03 Sep 2025 | ₩6.9t | ₩33.1t | -₩711,361,026,510.00 | 11.3x | -9.7x | 0.2x |
| Fri, 01 Aug 2025 | ₩7.2t | ₩33.1t | -₩951,302,808,110.00 | 9.7x | -7.6x | 0.2x |
| Sun, 29 Jun 2025 | ₩7.5t | ₩33.1t | -₩951,302,808,110.00 | 8.2x | -7.9x | 0.2x |
| Tue, 27 May 2025 | ₩7.4t | ₩33.2t | -₩900,364,540,580.00 | 7.7x | -8.2x | 0.2x |
| Thu, 24 Apr 2025 | ₩6.3t | ₩33.1t | -₩770,975,705,880.00 | 6.7x | -8.2x | 0.2x |
| Sat, 22 Mar 2025 | ₩6.4t | ₩33.2t | -₩975,513,852,680.00 | 8.8x | -6.5x | 0.2x |
| Mon, 17 Feb 2025 | ₩5.9t | ₩32.7t | -₩955,118,927,402.00 | 7x | -6.1x | 0.2x |
| Wed, 15 Jan 2025 | ₩5.5t | ₩32.8t | -₩15,356,183,042.00 | 6.8x | -360.9x | 0.2x |
| Fri, 13 Dec 2024 | ₩5.8t | ₩32.8t | -₩15,356,183,042.00 | 7.1x | -376.5x | 0.2x |
| Sun, 10 Nov 2024 | ₩6.0t | ₩32.6t | ₩87.5b | 6.5x | 68.6x | 0.2x |
| Tue, 08 Oct 2024 | ₩6.3t | ₩32.6t | ₩87.5b | 7.3x | 71.9x | 0.2x |
| Thu, 05 Sep 2024 | ₩6.1t | ₩32.6t | ₩87.5b | 6.9x | 70.1x | 0.2x |
| Sat, 03 Aug 2024 | ₩6.3t | ₩32.3t | ₩517.0b | 7.4x | 12.1x | 0.2x |
| Mon, 01 Jul 2024 | ₩6.5t | ₩32.3t | ₩517.0b | 7.5x | 12.5x | 0.2x |
| Wed, 29 May 2024 | ₩6.8t | ₩31.7t | ₩451.1b | 7.7x | 15.1x | 0.2x |
| Fri, 26 Apr 2024 | ₩6.9t | ₩31.8t | ₩423.4b | 6.9x | 16.4x | 0.2x |
| Sun, 24 Mar 2024 | ₩7.2t | ₩31.3t | ₩445.4b | 8.5x | 16.1x | 0.2x |
| Tue, 20 Feb 2024 | ₩7.6t | ₩32.2t | ₩759.8b | 9.7x | 10x | 0.2x |
| Thu, 18 Jan 2024 | ₩6.4t | ₩32.4t | ₩500.6b | 8.3x | 12.8x | 0.2x |
| Sat, 16 Dec 2023 | ₩7.0t | ₩32.4t | ₩500.6b | 8.7x | 14x | 0.2x |
| Mon, 13 Nov 2023 | ₩7.0t | ₩33.6t | ₩389.8b | 7.8x | 17.9x | 0.2x |
| Wed, 11 Oct 2023 | ₩7.0t | ₩33.6t | ₩385.9b | 7.8x | 18.2x | 0.2x |
| Fri, 08 Sep 2023 | ₩7.7t | ₩33.6t | ₩393.2b | 7.9x | 19.5x | 0.2x |
| Sun, 06 Aug 2023 | ₩7.5t | ₩34.4t | ₩315.6b | 8.9x | 23.7x | 0.2x |
| Tue, 04 Jul 2023 | ₩7.1t | ₩34.4t | ₩315.6b | 7.9x | 22.6x | 0.2x |
Price to Earnings Ratio
22.6x
Current Industry PE
- Investors are pessimistic on the South Korean Multiline Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 26.1x which is higher than its 3-year average PE of -3.6x.
- The industry is trading close to its 3-year average PS ratio of 0.23x.
Past Earnings Growth
- The earnings for companies in the Multiline Retail industry have grown 31% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Discretionary industry?
| KR Market | -7.37% | |
| Consumer Discretionary | -15.17% | |
| General Merchandise and Department Stores | 2.01% | |
| Broadline Retail | 2.01% | |
| Department Stores | 0% | 0 |
| General Merchandise Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 31.7%, which is higher than its past year's earnings growth of 5.6% per year.
- Investors are most pessimistic about the Broadline Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 32% over the next 5 years.
- This is better than its past earnings growth rate of 5.6% per year.
- In contrast, the Broadline Retail industry is expected to see its earnings grow by 32% 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 | |
|---|---|---|---|---|---|
| A004170 SHINSEGAE | ₩740.00k | 4.1% +₩248.5b | 291.7% | PE82.8x | |
| A037710 Gwangju Shinsegae. Ltd | ₩52.90k | 50.7% +₩135.8b | 75.7% | PE8.7x | |
| A069960 Hyundai Department Store | ₩200.50k | 3.0% +₩125.1b | 165.9% | PE20.8x | |
| A057050 Hyundai Home Shopping Network | ₩87.30k | 8.9% +₩79.6b | 54.8% | PE9.2x | |
| A019010 VenueG | ₩5.90k | 15.5% +₩31.8b | 146.9% | PE1.7x |