Narrative Update • Jul 24

In the last week, the Broadline Retail industry is up 1.8%, with Rusta up 4.8%. Meanwhile, CDON actually underperformed within the industry, shrinking 8.4% in the last week. This takes the industry's 12 month performance to a gain of 27%. As for the next few years, earnings are expected to grow by 23% per annum.
Has the Swedish Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | SEK 25.4b | SEK 25.3b | SEK 803.3m | 31.5x | 31.6x | 1x |
| Thu, 25 Jun 2026 | SEK 21.6b | SEK 21.9b | SEK 782.4m | 24.7x | 27.5x | 1x |
| Sat, 23 May 2026 | SEK 23.9b | SEK 21.7b | SEK 767.3m | 26.3x | 31.1x | 1.1x |
| Mon, 20 Apr 2026 | SEK 23.5b | SEK 21.6b | SEK 762.9m | 25.5x | 30.8x | 1.1x |
| Wed, 18 Mar 2026 | SEK 21.0b | SEK 21.6b | SEK 763.0m | 22.5x | 27.5x | 1x |
| Fri, 13 Feb 2026 | SEK 19.2b | SEK 21.3b | SEK 663.5m | 22.3x | 28.9x | 0.9x |
| Sun, 11 Jan 2026 | SEK 20.5b | SEK 21.3b | SEK 734.5m | 22.4x | 28x | 1x |
| Tue, 09 Dec 2025 | SEK 18.3b | SEK 21.1b | SEK 685.5m | 21.4x | 26.7x | 0.9x |
| Thu, 06 Nov 2025 | SEK 16.8b | SEK 21.0b | SEK 688.9m | 19.8x | 24.4x | 0.8x |
| Sat, 04 Oct 2025 | SEK 16.6b | SEK 21.0b | SEK 668.3m | 19.5x | 24.8x | 0.8x |
| Mon, 01 Sep 2025 | SEK 18.1b | SEK 20.9b | SEK 725.3m | 19.8x | 25x | 0.9x |
| Wed, 30 Jul 2025 | SEK 18.9b | SEK 20.9b | SEK 717.5m | 21.1x | 26.4x | 0.9x |
| Fri, 27 Jun 2025 | SEK 16.8b | SEK 20.9b | SEK 704.7m | 18.8x | 23.9x | 0.8x |
| Sun, 25 May 2025 | SEK 17.9b | SEK 20.6b | SEK 682.2m | 20.6x | 26.2x | 0.9x |
| Tue, 22 Apr 2025 | SEK 17.8b | SEK 20.6b | SEK 676.1m | 20.8x | 26.3x | 0.9x |
| Thu, 20 Mar 2025 | SEK 18.9b | SEK 20.6b | SEK 676.1m | 22.4x | 27.9x | 0.9x |
| Sat, 15 Feb 2025 | SEK 21.6b | SEK 20.3b | SEK 670.8m | 27.7x | 32.2x | 1.1x |
| Mon, 13 Jan 2025 | SEK 19.5b | SEK 20.2b | SEK 570.4m | 34.1x | 34.1x | 1x |
| Wed, 11 Dec 2024 | SEK 20.3b | SEK 20.2b | SEK 582.4m | 37.8x | 34.8x | 1x |
| Fri, 08 Nov 2024 | SEK 19.1b | SEK 20.1b | SEK 572.5m | 27.8x | 33.4x | 1x |
| Sun, 06 Oct 2024 | SEK 20.4b | SEK 20.0b | SEK 584.0m | 29.2x | 35x | 1x |
| Tue, 03 Sep 2024 | SEK 19.8b | SEK 19.9b | SEK 542.0m | 29.1x | 36.5x | 1x |
| Thu, 01 Aug 2024 | SEK 20.1b | SEK 19.7b | SEK 549.0m | 28.7x | 36.7x | 1x |
| Sat, 29 Jun 2024 | SEK 21.8b | SEK 19.7b | SEK 549.2m | 31.7x | 39.8x | 1.1x |
| Mon, 27 May 2024 | SEK 22.7b | SEK 19.7b | SEK 541.5m | 33.3x | 42x | 1.2x |
| Wed, 24 Apr 2024 | SEK 22.4b | SEK 19.6b | SEK 556.6m | 33x | 40.2x | 1.1x |
| Fri, 22 Mar 2024 | SEK 23.6b | SEK 19.6b | SEK 556.6m | 34.8x | 42.5x | 1.2x |
| Sun, 18 Feb 2024 | SEK 21.8b | SEK 19.1b | SEK 524.8m | 33.9x | 41.5x | 1.1x |
| Tue, 16 Jan 2024 | SEK 21.5b | SEK 18.5b | SEK 446.9m | 35x | 48x | 1.2x |
| Thu, 14 Dec 2023 | SEK 18.7b | SEK 18.2b | SEK 392.1m | 33.5x | 47.7x | 1x |
| Sat, 11 Nov 2023 | SEK 15.4b | SEK 18.2b | SEK 392.1m | 27.5x | 39.3x | 0.8x |
| Mon, 09 Oct 2023 | SEK 7.5b | SEK 7.5b | SEK 79.0m | 28.3x | 94.7x | 1x |
| Wed, 06 Sep 2023 | SEK 8.5b | SEK 7.5b | SEK 79.0m | 31.6x | 107.3x | 1.1x |
| Fri, 04 Aug 2023 | SEK 10.4b | SEK 7.4b | SEK 59.1m | 44x | 176x | 1.4x |
176x
How does Swedish Broadline Retail compare with similar industries?
| SE Market | 2.12% | |
| Consumer Discretionary | 2.80% | |
| General Merchandise and Department Stores | 3.37% | |
| Broadline Retail | 3.37% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RUSTA Rusta | SEK 86.60 | 4.8% +SEK 604.2m | 11.0% | PE24.1x | |
| BOOZT Boozt | SEK 163.20 | 2.9% +SEK 272.8m | 83.0% | PE31.5x | |
| OBAB Online Brands Nordic | SEK 11.30 | 4.6% +SEK 12.9m | -16.0% | PS0.6x |