Narrative Update • Aug 06

In the last week, the Specialty Stores industry is flat overall, with Colonial Motor standing out by going down 3.2%. Unfortunately though, the industry is down 11% over the past 12 months. Earnings are forecast to grow by 13% annually.
Has the New Zealand Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | NZ$2.8b | NZ$3.9b | NZ$81.5m | 13.7x | 34.3x | 0.7x |
| Mon, 06 Jul 2026 | NZ$2.8b | NZ$3.9b | NZ$81.5m | 12.9x | 34.1x | 0.7x |
| Wed, 03 Jun 2026 | NZ$2.7b | NZ$3.9b | NZ$81.5m | 12.6x | 33.7x | 0.7x |
| Fri, 01 May 2026 | NZ$2.8b | NZ$3.9b | NZ$84.0m | 12.6x | 33x | 0.7x |
| Sun, 29 Mar 2026 | NZ$2.8b | NZ$3.8b | NZ$76.3m | 12.7x | 37.1x | 0.7x |
| Tue, 24 Feb 2026 | NZ$2.9b | NZ$3.8b | NZ$63.3m | 15x | 45.9x | 0.8x |
| Thu, 22 Jan 2026 | NZ$3.0b | NZ$3.8b | NZ$63.3m | 14.7x | 47.1x | 0.8x |
| Sat, 20 Dec 2025 | NZ$2.9b | NZ$3.8b | NZ$63.3m | 14.9x | 45.8x | 0.8x |
| Mon, 17 Nov 2025 | NZ$3.0b | NZ$3.7b | NZ$60.7m | 15x | 49.3x | 0.8x |
| Wed, 15 Oct 2025 | NZ$2.9b | NZ$3.7b | NZ$61.4m | 14.6x | 47.2x | 0.8x |
| Fri, 12 Sep 2025 | NZ$2.9b | NZ$3.7b | NZ$90.6m | 15.6x | 31.5x | 0.8x |
| Sun, 10 Aug 2025 | NZ$2.8b | NZ$3.7b | NZ$78.4m | 16x | 36.3x | 0.8x |
| Tue, 08 Jul 2025 | NZ$2.8b | NZ$3.7b | NZ$78.4m | 16.4x | 35.4x | 0.7x |
| Thu, 05 Jun 2025 | NZ$2.6b | NZ$3.7b | NZ$78.4m | 14.7x | 33x | 0.7x |
| Sat, 03 May 2025 | NZ$2.4b | NZ$3.7b | NZ$75.0m | 15.7x | 32.4x | 0.6x |
| Mon, 31 Mar 2025 | NZ$2.5b | NZ$3.7b | NZ$74.9m | 15.4x | 33x | 0.7x |
| Wed, 26 Feb 2025 | NZ$2.6b | NZ$3.7b | NZ$100.1m | 14x | 25.8x | 0.7x |
| Fri, 24 Jan 2025 | NZ$2.6b | NZ$3.7b | NZ$102.4m | 14.1x | 25x | 0.7x |
| Sun, 22 Dec 2024 | NZ$2.6b | NZ$3.7b | NZ$102.4m | 14.4x | 25.8x | 0.7x |
| Tue, 19 Nov 2024 | NZ$2.6b | NZ$3.7b | NZ$101.7m | 13.1x | 25.3x | 0.7x |
| Thu, 17 Oct 2024 | NZ$2.5b | NZ$3.7b | NZ$103.1m | 12.5x | 24.3x | 0.7x |
| Sat, 14 Sep 2024 | NZ$2.5b | NZ$3.7b | NZ$162.3m | 13.1x | 15.2x | 0.7x |
| Mon, 12 Aug 2024 | NZ$2.3b | NZ$3.7b | NZ$190.1m | 11x | 11.9x | 0.6x |
| Wed, 10 Jul 2024 | NZ$2.1b | NZ$3.7b | NZ$190.1m | 10.3x | 11.1x | 0.6x |
| Fri, 07 Jun 2024 | NZ$2.2b | NZ$3.8b | NZ$191.8m | 11x | 11.6x | 0.6x |
| Sun, 05 May 2024 | NZ$2.4b | NZ$3.8b | NZ$190.5m | 11.8x | 12.7x | 0.6x |
| Tue, 02 Apr 2024 | NZ$2.5b | NZ$3.8b | NZ$190.5m | 12x | 13.3x | 0.7x |
| Thu, 29 Feb 2024 | NZ$2.5b | NZ$3.8b | NZ$215.1m | 12.1x | 11.6x | 0.7x |
| Sat, 27 Jan 2024 | NZ$2.6b | NZ$3.8b | NZ$220.6m | 11.9x | 11.9x | 0.7x |
| Mon, 25 Dec 2023 | NZ$2.5b | NZ$3.8b | NZ$220.6m | 11x | 11.5x | 0.7x |
| Wed, 22 Nov 2023 | NZ$2.7b | NZ$3.8b | NZ$219.2m | 11.5x | 12.2x | 0.7x |
| Fri, 20 Oct 2023 | NZ$2.7b | NZ$3.8b | NZ$216.6m | 12.1x | 12.4x | 0.7x |
| Sun, 17 Sep 2023 | NZ$2.6b | NZ$3.8b | NZ$239.0m | 10.9x | 11x | 0.7x |
| Tue, 15 Aug 2023 | NZ$2.7b | NZ$3.8b | NZ$243.1m | 11.5x | 11.1x | 0.7x |
11.1x
Which industries have driven the changes within the New Zealand Consumer Discretionary industry?
| NZ Market | 0.70% | |
| Consumer Discretionary | -0.49% | |
| Specialty Stores | -0.18% | |
| Apparel Retail | 0% | 0 |
| Computer and Electronics Retail | 0% | 0 |
| Home Furnishing Retail | 0% | 0 |
| Automotive Retail | -0.43% | |
| Specialty Stores | -0.55% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TRA Turners Automotive Group | NZ$8.19 | 0.4% +NZ$2.7m | 20.3% | PE19.6x | |
| 2CC 2 Cheap Cars Group | NZ$0.81 | 1.3% +NZ$455.5k | 46.4% | PE11.5x |