Narrative Update • Jun 26

Over the last 7 days, the General Merchandise and Department Stores industry has risen 4.3%, driven by gains from Rusta of 4.7%. In the same time, CDON was down 7.7%. In the last 12 months, the industry was up 27%. 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 |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | SEK 21.5b | SEK 21.9b | SEK 782.4m | 24.5x | 27.4x | 1x |
| Mon, 25 May 2026 | SEK 23.9b | SEK 21.7b | SEK 767.3m | 26.3x | 31.1x | 1.1x |
| Wed, 22 Apr 2026 | SEK 23.8b | SEK 21.6b | SEK 762.9m | 25.8x | 31.1x | 1.1x |
| Fri, 20 Mar 2026 | SEK 20.5b | SEK 21.6b | SEK 763.0m | 21.9x | 26.9x | 0.9x |
| Sun, 15 Feb 2026 | SEK 19.1b | SEK 21.3b | SEK 663.5m | 22.1x | 28.8x | 0.9x |
| Tue, 13 Jan 2026 | SEK 20.7b | SEK 21.3b | SEK 734.5m | 22.6x | 28.2x | 1x |
| Thu, 11 Dec 2025 | SEK 20.1b | SEK 21.3b | SEK 734.5m | 22x | 27.4x | 0.9x |
| Sat, 08 Nov 2025 | SEK 17.5b | SEK 21.0b | SEK 688.9m | 20.6x | 25.4x | 0.8x |
| Mon, 06 Oct 2025 | SEK 16.6b | SEK 21.0b | SEK 668.3m | 19.5x | 24.8x | 0.8x |
| Wed, 03 Sep 2025 | SEK 17.2b | SEK 20.9b | SEK 725.3m | 18.8x | 23.7x | 0.8x |
| Fri, 01 Aug 2025 | SEK 18.4b | SEK 20.9b | SEK 717.5m | 20.4x | 25.6x | 0.9x |
| Sun, 29 Jun 2025 | SEK 17.2b | SEK 20.9b | SEK 704.7m | 19.2x | 24.4x | 0.8x |
| Tue, 27 May 2025 | SEK 17.7b | SEK 20.6b | SEK 682.2m | 20.5x | 26x | 0.9x |
| Thu, 24 Apr 2025 | SEK 18.7b | SEK 20.6b | SEK 676.1m | 21.9x | 27.6x | 0.9x |
| Sat, 22 Mar 2025 | SEK 18.4b | SEK 20.6b | SEK 676.1m | 21.8x | 27.2x | 0.9x |
| Mon, 17 Feb 2025 | SEK 21.6b | SEK 20.3b | SEK 670.8m | 27.7x | 32.2x | 1.1x |
| Wed, 15 Jan 2025 | SEK 19.4b | SEK 20.2b | SEK 570.4m | 33.1x | 34x | 1x |
| Fri, 13 Dec 2024 | SEK 20.7b | SEK 20.2b | SEK 570.4m | 38.3x | 36.2x | 1x |
| Sun, 10 Nov 2024 | SEK 19.0b | SEK 20.1b | SEK 572.3m | 27.7x | 33.2x | 0.9x |
| Tue, 08 Oct 2024 | SEK 20.6b | SEK 20.0b | SEK 584.0m | 29.4x | 35.2x | 1x |
| Thu, 05 Sep 2024 | SEK 18.7b | SEK 19.9b | SEK 542.0m | 27.5x | 34.4x | 0.9x |
| Sat, 03 Aug 2024 | SEK 19.3b | SEK 19.7b | SEK 549.0m | 27.4x | 35.1x | 1x |
| Mon, 01 Jul 2024 | SEK 21.8b | SEK 19.7b | SEK 549.2m | 31.7x | 39.8x | 1.1x |
| Wed, 29 May 2024 | SEK 22.9b | SEK 19.7b | SEK 541.5m | 33.7x | 42.3x | 1.2x |
| Fri, 26 Apr 2024 | SEK 21.0b | SEK 19.6b | SEK 556.6m | 31.1x | 37.7x | 1.1x |
| Sun, 24 Mar 2024 | SEK 23.8b | SEK 19.6b | SEK 556.6m | 35.1x | 42.8x | 1.2x |
| Tue, 20 Feb 2024 | SEK 21.6b | SEK 19.1b | SEK 524.8m | 33.8x | 41.1x | 1.1x |
| Thu, 18 Jan 2024 | SEK 20.9b | SEK 18.5b | SEK 446.9m | 33.8x | 46.7x | 1.1x |
| Sat, 16 Dec 2023 | SEK 19.2b | SEK 18.2b | SEK 392.1m | 34.6x | 49x | 1.1x |
| Mon, 13 Nov 2023 | SEK 15.4b | SEK 18.2b | SEK 392.1m | 27.5x | 39.3x | 0.8x |
| Wed, 11 Oct 2023 | SEK 7.4b | SEK 7.5b | SEK 79.0m | 28x | 93.9x | 1x |
| Fri, 08 Sep 2023 | SEK 8.3b | SEK 7.5b | SEK 79.0m | 31.1x | 105.3x | 1.1x |
| Sun, 06 Aug 2023 | SEK 10.6b | SEK 7.4b | SEK 59.1m | 44.8x | 178.7x | 1.4x |
| Tue, 04 Jul 2023 | SEK 9.4b | SEK 7.3b | SEK 67.3m | 41.2x | 139.1x | 1.3x |
139.1x
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 |