Narrative Update • May 26

In the last week, the Specialty Stores industry is flat overall, with Clas Ohlson standing out by going down 3.3%. As for the the longer term, the industry is up 17% over the past 12 months. Looking forward, earnings are forecast to grow by 9.9% annually.
Has the Swedish Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | SEK 345.3b | SEK 336.1b | SEK 15.0b | 20.7x | 22.9x | 1x |
| Sat, 25 Apr 2026 | SEK 355.6b | SEK 335.8b | SEK 14.9b | 20.4x | 23.9x | 1.1x |
| Mon, 23 Mar 2026 | SEK 348.4b | SEK 341.5b | SEK 14.8b | 21.5x | 23.6x | 1x |
| Wed, 18 Feb 2026 | SEK 381.8b | SEK 340.8b | SEK 14.6b | 22.6x | 26.2x | 1.1x |
| Fri, 16 Jan 2026 | SEK 367.4b | SEK 343.1b | SEK 12.8b | 23.7x | 28.8x | 1.1x |
| Sun, 14 Dec 2025 | SEK 368.5b | SEK 340.4b | SEK 12.8b | 22.9x | 28.9x | 1.1x |
| Tue, 11 Nov 2025 | SEK 363.7b | SEK 340.0b | SEK 12.7b | 23.1x | 28.7x | 1.1x |
| Thu, 09 Oct 2025 | SEK 355.3b | SEK 338.5b | SEK 12.7b | 25.1x | 27.9x | 1x |
| Sat, 06 Sep 2025 | SEK 308.6b | SEK 339.4b | SEK 11.7b | 24.2x | 26.3x | 0.9x |
| Mon, 04 Aug 2025 | SEK 278.3b | SEK 339.2b | SEK 11.8b | 22.4x | 23.6x | 0.8x |
| Wed, 02 Jul 2025 | SEK 284.2b | SEK 339.0b | SEK 11.7b | 22.7x | 24.2x | 0.8x |
| Fri, 30 May 2025 | SEK 287.8b | SEK 341.5b | SEK 12.6b | 20.1x | 22.8x | 0.8x |
| Sun, 27 Apr 2025 | SEK 292.3b | SEK 340.7b | SEK 12.8b | 20.7x | 22.9x | 0.9x |
| Tue, 25 Mar 2025 | SEK 280.7b | SEK 338.8b | SEK 13.3b | 20.3x | 21.1x | 0.8x |
| Thu, 20 Feb 2025 | SEK 301.0b | SEK 339.2b | SEK 12.8b | 21.2x | 23.4x | 0.9x |
| Sat, 18 Jan 2025 | SEK 302.6b | SEK 339.2b | SEK 11.5b | 19.4x | 26.3x | 0.9x |
| Mon, 16 Dec 2024 | SEK 311.1b | SEK 339.2b | SEK 11.5b | 18.4x | 27x | 0.9x |
| Wed, 13 Nov 2024 | SEK 309.4b | SEK 338.0b | SEK 11.6b | 17.9x | 26.8x | 0.9x |
| Fri, 11 Oct 2024 | SEK 329.1b | SEK 337.9b | SEK 10.5b | 18x | 31.4x | 1x |
| Sun, 08 Sep 2024 | SEK 317.5b | SEK 357.8b | SEK 11.8b | 17.4x | 26.8x | 0.9x |
| Tue, 06 Aug 2024 | SEK 316.5b | SEK 357.7b | SEK 11.3b | 19.5x | 27.9x | 0.9x |
| Thu, 04 Jul 2024 | SEK 340.5b | SEK 357.7b | SEK 11.6b | 22.1x | 29.4x | 1x |
| Sat, 01 Jun 2024 | SEK 367.7b | SEK 355.4b | SEK 9.8b | 21.8x | 37.4x | 1x |
| Mon, 29 Apr 2024 | SEK 355.1b | SEK 355.2b | SEK 9.8b | 24.5x | 36.2x | 1x |
| Wed, 27 Mar 2024 | SEK 316.5b | SEK 352.6b | SEK 9.0b | 27.1x | 35x | 0.9x |
| Fri, 23 Feb 2024 | SEK 290.0b | SEK 351.8b | SEK 9.2b | 24.7x | 31.6x | 0.8x |
| Sun, 21 Jan 2024 | SEK 320.2b | SEK 351.9b | SEK 7.3b | 29.1x | 43.8x | 0.9x |
| Tue, 19 Dec 2023 | SEK 351.9b | SEK 351.8b | SEK 7.2b | 27.5x | 49.1x | 1x |
| Thu, 16 Nov 2023 | SEK 322.1b | SEK 351.5b | SEK 7.1b | 24.5x | 45.6x | 0.9x |
| Sat, 14 Oct 2023 | SEK 299.4b | SEK 350.1b | SEK 8.5b | 19.7x | 35.2x | 0.9x |
| Mon, 11 Sep 2023 | SEK 325.1b | SEK 347.0b | SEK 5.9b | 20.5x | 54.7x | 0.9x |
| Wed, 09 Aug 2023 | SEK 324.9b | SEK 345.4b | SEK 5.8b | 21.7x | 56.1x | 0.9x |
| Fri, 07 Jul 2023 | SEK 347.9b | SEK 345.5b | SEK 6.3b | 16.5x | 55.5x | 1x |
| Sun, 04 Jun 2023 | SEK 286.0b | SEK 342.3b | SEK 6.6b | 17.4x | 43.4x | 0.8x |
43.4x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 1.32% | |
| Consumer Discretionary | 1.40% | |
| Specialty Stores | 1.22% | |
| Computer and Electronics Retail | 3.87% | |
| Automotive Retail | 2.46% | |
| Apparel Retail | 1.53% | |
| Specialty Stores | 1.17% | |
| Home Furnishing Retail | 0.70% | |
| Home Improvement Retail | -1.71% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HM B H & M Hennes & Mauritz | SEK 165.45 | 1.5% +SEK 3.9b | 19.9% | PE21.5x | |
| BILI A Bilia | SEK 139.40 | 2.6% +SEK 320.7m | 13.1% | PE15.9x | |
| RVRC RVRC Holding | SEK 59.25 | 4.2% +SEK 253.9m | 31.3% | PE18.9x | |
| BHG BHG Group | SEK 25.52 | 5.7% +SEK 247.3m | 1.6% | PE41.9x | |
| HAYPP Haypp Group | SEK 149.00 | 4.2% +SEK 186.8m | 38.5% | PE279.1x |