Narrative Update • Jun 26

The General Merchandise and Department Stores industry is up 4.3% in the last week, with Rusta up 4.7%. In the same time, CDON was down 7.7%. This means that the industry has gained 27% over the past year. Looking forward, earnings are forecast to grow by 19% annually.
Has the Swedish General Merchandise and Department Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | SEK 21.5b | SEK 21.9b | SEK 782.4m | 24.5x | 27.4x | 1x |
| Tue, 26 May 2026 | SEK 23.9b | SEK 21.7b | SEK 767.3m | 26.4x | 31.1x | 1.1x |
| Thu, 23 Apr 2026 | SEK 23.5b | SEK 21.6b | SEK 762.9m | 25.3x | 30.8x | 1.1x |
| Sat, 21 Mar 2026 | SEK 20.3b | SEK 21.6b | SEK 763.0m | 21.6x | 26.6x | 0.9x |
| Mon, 16 Feb 2026 | SEK 19.1b | SEK 21.3b | SEK 663.5m | 22.1x | 28.8x | 0.9x |
| Wed, 14 Jan 2026 | SEK 20.7b | SEK 21.3b | SEK 734.5m | 22.6x | 28.2x | 1x |
| Fri, 12 Dec 2025 | SEK 20.3b | SEK 21.3b | SEK 734.5m | 22.2x | 27.6x | 1x |
| Sun, 09 Nov 2025 | SEK 17.4b | SEK 21.0b | SEK 688.9m | 20.4x | 25.3x | 0.8x |
| Tue, 07 Oct 2025 | SEK 16.6b | SEK 21.0b | SEK 668.3m | 19.5x | 24.9x | 0.8x |
| Thu, 04 Sep 2025 | SEK 16.8b | SEK 20.9b | SEK 725.3m | 18.3x | 23.2x | 0.8x |
| Sat, 02 Aug 2025 | SEK 18.2b | SEK 20.9b | SEK 717.5m | 20.3x | 25.4x | 0.9x |
| Mon, 30 Jun 2025 | SEK 17.2b | SEK 20.9b | SEK 704.7m | 19.2x | 24.4x | 0.8x |
| Wed, 28 May 2025 | SEK 17.6b | SEK 20.6b | SEK 682.2m | 20.3x | 25.8x | 0.9x |
| Fri, 25 Apr 2025 | SEK 18.8b | SEK 20.6b | SEK 676.1m | 22x | 27.8x | 0.9x |
| Sun, 23 Mar 2025 | SEK 18.4b | SEK 20.6b | SEK 676.1m | 21.8x | 27.2x | 0.9x |
| Tue, 18 Feb 2025 | SEK 21.8b | SEK 20.3b | SEK 670.8m | 27.7x | 32.4x | 1.1x |
| Thu, 16 Jan 2025 | SEK 19.9b | SEK 20.2b | SEK 570.4m | 33.9x | 34.8x | 1x |
| Sat, 14 Dec 2024 | SEK 20.1b | SEK 20.2b | SEK 570.4m | 37.2x | 35.2x | 1x |
| Mon, 11 Nov 2024 | SEK 19.0b | SEK 20.1b | SEK 572.3m | 27.7x | 33.2x | 0.9x |
| Wed, 09 Oct 2024 | SEK 20.3b | SEK 20.0b | SEK 584.0m | 28.8x | 34.8x | 1x |
| Fri, 06 Sep 2024 | SEK 18.5b | SEK 19.9b | SEK 542.0m | 27.3x | 34.1x | 0.9x |
| Sun, 04 Aug 2024 | SEK 19.3b | SEK 19.7b | SEK 549.0m | 27.4x | 35.1x | 1x |
| Tue, 02 Jul 2024 | SEK 21.8b | SEK 19.7b | SEK 549.2m | 31.7x | 39.6x | 1.1x |
| Thu, 30 May 2024 | SEK 22.4b | SEK 19.7b | SEK 541.5m | 32.9x | 41.4x | 1.1x |
| Sat, 27 Apr 2024 | SEK 21.4b | SEK 19.7b | SEK 541.5m | 31.4x | 39.6x | 1.1x |
| Mon, 25 Mar 2024 | SEK 23.8b | SEK 19.6b | SEK 556.6m | 35.1x | 42.8x | 1.2x |
| Wed, 21 Feb 2024 | SEK 20.9b | SEK 19.1b | SEK 524.8m | 32.8x | 39.9x | 1.1x |
| Fri, 19 Jan 2024 | SEK 20.8b | SEK 18.5b | SEK 446.9m | 33.7x | 46.4x | 1.1x |
| Sun, 17 Dec 2023 | SEK 19.2b | SEK 18.2b | SEK 392.1m | 34.6x | 49x | 1.1x |
| Tue, 14 Nov 2023 | SEK 15.6b | SEK 18.2b | SEK 392.1m | 27.8x | 39.7x | 0.9x |
| Thu, 12 Oct 2023 | SEK 7.3b | SEK 7.5b | SEK 79.0m | 27.4x | 92x | 1x |
| Sat, 09 Sep 2023 | SEK 8.3b | SEK 7.5b | SEK 79.0m | 31x | 105.5x | 1.1x |
| Mon, 07 Aug 2023 | SEK 10.6b | SEK 7.4b | SEK 59.1m | 44.8x | 178.7x | 1.4x |
| Wed, 05 Jul 2023 | SEK 9.3b | SEK 7.3b | SEK 67.3m | 40.9x | 138.4x | 1.3x |
138.4x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | -0.81% | |
| Consumer Discretionary | -1.37% | |
| General Merchandise and Department Stores | 4.34% | |
| Broadline Retail | 4.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RUSTA Rusta | SEK 79.05 | 4.7% +SEK 543.0m | 7.0% | PE22x | |
| BOOZT Boozt | SEK 140.10 | 5.2% +SEK 409.3m | 77.2% | PE27.1x | |
| OBAB Online Brands Nordic | SEK 11.35 | 1.3% +SEK 3.9m | -8.8% | PS0.6x |