Narrative Update • Jul 24

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Bilia gained 4.2%. As for the the longer term, the industry is up 12% over the past 12 months. Earnings are forecast to grow by 9.2% annually.
Has the Swedish Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | SEK 342.2b | SEK 335.4b | SEK 15.5b | 18.7x | 22.1x | 1x |
| Tue, 23 Jun 2026 | SEK 344.2b | SEK 336.5b | SEK 15.1b | 21.4x | 22.8x | 1x |
| Thu, 21 May 2026 | SEK 341.3b | SEK 336.1b | SEK 15.0b | 20.2x | 22.7x | 1x |
| Sat, 18 Apr 2026 | SEK 369.7b | SEK 335.8b | SEK 14.9b | 20.9x | 24.8x | 1.1x |
| Mon, 16 Mar 2026 | SEK 369.8b | SEK 341.5b | SEK 14.8b | 22.4x | 25x | 1.1x |
| Wed, 11 Feb 2026 | SEK 377.0b | SEK 340.3b | SEK 14.6b | 22.8x | 25.7x | 1.1x |
| Fri, 09 Jan 2026 | SEK 367.8b | SEK 343.2b | SEK 12.8b | 23.8x | 28.8x | 1.1x |
| Sun, 07 Dec 2025 | SEK 365.2b | SEK 340.2b | SEK 12.7b | 24.1x | 28.8x | 1.1x |
| Tue, 04 Nov 2025 | SEK 363.1b | SEK 340.0b | SEK 12.7b | 26.1x | 28.7x | 1.1x |
| Thu, 02 Oct 2025 | SEK 360.2b | SEK 338.5b | SEK 12.7b | 25.3x | 28.3x | 1.1x |
| Sat, 30 Aug 2025 | SEK 298.2b | SEK 339.5b | SEK 11.8b | 24.4x | 25.3x | 0.9x |
| Mon, 28 Jul 2025 | SEK 304.8b | SEK 339.2b | SEK 11.8b | 23.3x | 25.9x | 0.9x |
| Wed, 25 Jun 2025 | SEK 276.4b | SEK 341.8b | SEK 12.8b | 21.8x | 21.5x | 0.8x |
| Fri, 23 May 2025 | SEK 291.1b | SEK 341.5b | SEK 12.6b | 21x | 23x | 0.9x |
| Sun, 20 Apr 2025 | SEK 286.9b | SEK 339.8b | SEK 12.7b | 20x | 22.6x | 0.8x |
| Tue, 18 Mar 2025 | SEK 280.2b | SEK 339.3b | SEK 13.3b | 21x | 21.1x | 0.8x |
| Thu, 13 Feb 2025 | SEK 308.1b | SEK 339.0b | SEK 12.8b | 20.7x | 24.1x | 0.9x |
| Sat, 11 Jan 2025 | SEK 289.1b | SEK 339.2b | SEK 11.5b | 18.9x | 25.1x | 0.9x |
| Mon, 09 Dec 2024 | SEK 321.7b | SEK 339.2b | SEK 11.5b | 18x | 28x | 0.9x |
| Wed, 06 Nov 2024 | SEK 317.2b | SEK 337.9b | SEK 11.5b | 18.5x | 27.5x | 0.9x |
| Fri, 04 Oct 2024 | SEK 329.0b | SEK 337.9b | SEK 10.5b | 18x | 31.4x | 1x |
| Sun, 01 Sep 2024 | SEK 328.6b | SEK 357.3b | SEK 11.7b | 19.1x | 28.2x | 0.9x |
| Tue, 30 Jul 2024 | SEK 333.1b | SEK 357.8b | SEK 11.3b | 20.9x | 29.4x | 0.9x |
| Thu, 27 Jun 2024 | SEK 380.9b | SEK 355.7b | SEK 9.9b | 22x | 38.5x | 1.1x |
| Sat, 25 May 2024 | SEK 369.9b | SEK 355.5b | SEK 9.8b | 21.6x | 37.7x | 1x |
| Mon, 22 Apr 2024 | SEK 339.8b | SEK 351.5b | SEK 9.9b | 24.6x | 34.4x | 1x |
| Wed, 20 Mar 2024 | SEK 304.8b | SEK 352.5b | SEK 9.0b | 26.8x | 33.7x | 0.9x |
| Fri, 16 Feb 2024 | SEK 291.5b | SEK 351.3b | SEK 9.4b | 26.1x | 30.9x | 0.8x |
| Sun, 14 Jan 2024 | SEK 338.8b | SEK 351.9b | SEK 7.2b | 29.8x | 47.2x | 1x |
| Tue, 12 Dec 2023 | SEK 347.6b | SEK 351.9b | SEK 7.2b | 27.6x | 48.4x | 1x |
| Thu, 09 Nov 2023 | SEK 316.7b | SEK 351.0b | SEK 7.0b | 26.4x | 45x | 0.9x |
| Sat, 07 Oct 2023 | SEK 300.2b | SEK 350.2b | SEK 8.7b | 19.1x | 34.4x | 0.9x |
| Mon, 04 Sep 2023 | SEK 327.4b | SEK 346.9b | SEK 5.9b | 21.1x | 55x | 0.9x |
| Wed, 02 Aug 2023 | SEK 336.5b | SEK 345.3b | SEK 5.8b | 21.7x | 58x | 1x |
58x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.87% | |
| Consumer Discretionary | -0.23% | |
| Specialty Stores | -0.28% | |
| Automotive Retail | 3.90% | |
| Apparel Retail | -0.28% | |
| Home Improvement Retail | -0.46% | |
| Specialty Stores | -2.12% | |
| Computer and Electronics Retail | -4.31% | |
| Home Furnishing Retail | -4.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VETT Vetted Assets | SEK 5.16 | 2.6% +SEK 583.3m | 254.6% | PS5.2x | |
| BILI A Bilia | SEK 150.40 | 4.2% +SEK 559.5m | 27.8% | PE16.4x | |
| NELLY Nelly Group | SEK 37.78 | 9.4% +SEK 97.5m | -38.4% | PE8.4x | |
| MEDS Meds Apotek | SEK 24.80 | 21.0% +SEK 79.9m | n/a | PE30.8x | |
| DSNO Desenio Group | SEK 0.10 | 23.8% +SEK 57.2m | -23.1% | PS0.4x |