Narrative Update • Jul 24

Last week, the Specialty Stores industry hasn't moved much but Bilia is up 4.2% in that time. The past year has been better, since the industry has gained 12% in that time. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Sat, 25 Jul 2026 | SEK 341.6b | SEK 335.5b | SEK 15.5b | 18.7x | 22.1x | 1x |
| Mon, 22 Jun 2026 | SEK 350.4b | SEK 336.5b | SEK 15.1b | 21x | 23.2x | 1x |
| Wed, 20 May 2026 | SEK 340.0b | SEK 336.2b | SEK 15.0b | 20.2x | 22.6x | 1x |
| Fri, 17 Apr 2026 | SEK 364.5b | SEK 335.9b | SEK 14.9b | 21x | 24.4x | 1.1x |
| Sun, 15 Mar 2026 | SEK 369.8b | SEK 341.5b | SEK 14.8b | 22.4x | 25x | 1.1x |
| Tue, 10 Feb 2026 | SEK 374.2b | SEK 340.6b | SEK 14.7b | 23x | 25.5x | 1.1x |
| Thu, 08 Jan 2026 | SEK 379.5b | SEK 343.1b | SEK 12.8b | 24.1x | 29.7x | 1.1x |
| Sat, 06 Dec 2025 | SEK 365.3b | SEK 340.2b | SEK 12.7b | 24.1x | 28.8x | 1.1x |
| Mon, 03 Nov 2025 | SEK 370.7b | SEK 340.0b | SEK 12.7b | 25.3x | 29.3x | 1.1x |
| Wed, 01 Oct 2025 | SEK 359.2b | SEK 338.5b | SEK 12.7b | 25.4x | 28.2x | 1.1x |
| Fri, 29 Aug 2025 | SEK 301.8b | SEK 339.5b | SEK 11.8b | 24.4x | 25.7x | 0.9x |
| Sun, 27 Jul 2025 | SEK 304.8b | SEK 339.2b | SEK 11.8b | 23.3x | 25.9x | 0.9x |
| Tue, 24 Jun 2025 | SEK 269.7b | SEK 341.8b | SEK 12.8b | 21.9x | 21x | 0.8x |
| Thu, 22 May 2025 | SEK 294.5b | SEK 341.5b | SEK 12.6b | 21.1x | 23.3x | 0.9x |
| Sat, 19 Apr 2025 | SEK 286.9b | SEK 339.8b | SEK 12.7b | 20x | 22.6x | 0.8x |
| Mon, 17 Mar 2025 | SEK 279.0b | SEK 339.3b | SEK 13.3b | 20.4x | 21x | 0.8x |
| Wed, 12 Feb 2025 | SEK 307.9b | SEK 338.9b | SEK 12.7b | 20.5x | 24.2x | 0.9x |
| Fri, 10 Jan 2025 | SEK 292.3b | SEK 339.1b | SEK 11.5b | 18.7x | 25.4x | 0.9x |
| Sun, 08 Dec 2024 | SEK 321.7b | SEK 339.2b | SEK 11.5b | 18x | 28x | 0.9x |
| Tue, 05 Nov 2024 | SEK 318.2b | SEK 337.9b | SEK 11.6b | 18.6x | 27.5x | 0.9x |
| Thu, 03 Oct 2024 | SEK 338.6b | SEK 355.9b | SEK 10.9b | 19.5x | 31.2x | 1x |
| Sat, 31 Aug 2024 | SEK 328.6b | SEK 357.3b | SEK 11.7b | 19.1x | 28.2x | 0.9x |
| Mon, 29 Jul 2024 | SEK 332.3b | SEK 357.8b | SEK 11.3b | 20.8x | 29.3x | 0.9x |
| Wed, 26 Jun 2024 | SEK 374.5b | SEK 355.7b | SEK 9.9b | 22.1x | 37.9x | 1.1x |
| Fri, 24 May 2024 | SEK 367.4b | SEK 355.5b | SEK 9.8b | 21.4x | 37.4x | 1x |
| Sun, 21 Apr 2024 | SEK 339.8b | SEK 351.5b | SEK 9.9b | 24.6x | 34.4x | 1x |
| Tue, 19 Mar 2024 | SEK 300.8b | SEK 352.5b | SEK 9.0b | 25.8x | 33.3x | 0.9x |
| Thu, 15 Feb 2024 | SEK 290.4b | SEK 350.9b | SEK 9.5b | 26x | 30.4x | 0.8x |
| Sat, 13 Jan 2024 | SEK 338.8b | SEK 351.9b | SEK 7.2b | 29.8x | 47.2x | 1x |
| Mon, 11 Dec 2023 | SEK 340.8b | SEK 351.9b | SEK 7.2b | 27.6x | 47.5x | 1x |
| Wed, 08 Nov 2023 | SEK 314.4b | SEK 351.0b | SEK 7.0b | 26.6x | 44.8x | 0.9x |
| Fri, 06 Oct 2023 | SEK 297.2b | SEK 350.2b | SEK 8.7b | 19.9x | 34x | 0.8x |
| Sun, 03 Sep 2023 | SEK 327.4b | SEK 346.9b | SEK 5.9b | 21.1x | 55x | 0.9x |
| Tue, 01 Aug 2023 | SEK 342.7b | SEK 345.3b | SEK 5.8b | 21.7x | 59.1x | 1x |
59.1x
Which industries have driven the changes within the Swedish Consumer Discretionary industry?
| SE Market | 0.87% | |
| Consumer Discretionary | -0.23% | |
| Specialty Stores | -0.29% | |
| 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 | |
|---|---|---|---|---|---|
| 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 | |
| BOKUS Bokusgruppen | SEK 66.40 | 3.4% +SEK 35.8m | -4.0% | PE12.6x |