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South African (JSE) Consumer Discretionary Sector Analysis

UpdatedJan 21, 2025
DataAggregated Company Financials
Companies30
  • 7D3.4%
  • 3M-4.6%
  • 1Y30.1%
  • YTD-7.2%

Over the last 7 days, the Consumer Discretionary industry has risen 2.8%, driven by gains from Naspers of 5.7%. This takes the industry's 12 month performance to a gain of 29%. As for the next few years, earnings are expected to grow by 19% per annum.

Sector Valuation and Performance

Has the South African Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025R1.1tR730.0bR91.0b12.9x12x1.5x
Thu, 19 Dec 2024R1.2tR726.8bR89.4b13x13.6x1.7x
Sat, 16 Nov 2024R1.1tR722.7bR80.1b12.9x14.1x1.6x
Mon, 14 Oct 2024R1.2tR696.2bR77.0b13.2x15.3x1.7x
Wed, 11 Sep 2024R1.0tR699.8bR79.7b10.5x13x1.5x
Fri, 09 Aug 2024R1.0tR697.0bR82.3b9.6x12.4x1.5x
Sun, 07 Jul 2024R1.0tR695.9bR81.7b9.9x12.3x1.4x
Tue, 04 Jun 2024R1.0tR705.8bR105.5b8.7x9.6x1.4x
Thu, 02 May 2024R987.0bR703.3bR106.7b8.7x9.2x1.4x
Sat, 30 Mar 2024R948.5bR726.3bR106.8b8.6x8.9x1.3x
Mon, 26 Feb 2024R967.6bR715.5bR109.0b9.1x8.9x1.4x
Wed, 24 Jan 2024R899.5bR714.4bR108.1b8.5x8.3x1.3x
Fri, 22 Dec 2023R969.8bR709.9bR105.2b8.5x9.2x1.4x
Sun, 19 Nov 2023R981.4bR698.3bR102.0b9.1x9.6x1.4x
Tue, 17 Oct 2023R918.1bR698.4bR103.9b10x8.8x1.3x
Thu, 14 Sep 2023R934.9bR696.2bR103.8b8.9x9x1.3x
Sat, 12 Aug 2023R986.3bR690.2bR104.8b8.9x9.4x1.4x
Mon, 10 Jul 2023R941.8bR665.9bR104.8b8.5x9x1.4x
Wed, 07 Jun 2023R938.5bR692.1bR75.3b9.5x12.5x1.4x
Fri, 05 May 2023R948.0bR680.3bR73.2b9.8x12.9x1.4x
Sun, 02 Apr 2023R1.0tR675.3bR72.2b9.8x13.9x1.5x
Tue, 28 Feb 2023R1.0tR672.4bR73.4b10.6x14x1.5x
Thu, 26 Jan 2023R1.1tR645.9bR70.1b11.2x15.3x1.7x
Sat, 24 Dec 2022R828.2bR645.8bR69.9b11x11.8x1.3x
Mon, 21 Nov 2022R853.2bR632.3bR242.5b9.3x3.5x1.3x
Wed, 19 Oct 2022R824.0bR633.8bR253.1b9.4x3.3x1.3x
Fri, 16 Sep 2022R892.9bR630.0bR245.3b9.8x3.6x1.4x
Sun, 14 Aug 2022R888.0bR604.9bR227.3b9.4x3.9x1.5x
Tue, 12 Jul 2022R902.9bR611.2bR236.7b9x3.8x1.5x
Thu, 09 Jun 2022R1.0tR575.9bR242.3b9.5x4.2x1.8x
Sat, 07 May 2022R927.6bR577.7bR248.9b8.3x3.7x1.6x
Mon, 04 Apr 2022R1.1tR568.2bR232.2b9.6x4.6x1.9x
Wed, 02 Mar 2022R1.1tR569.5bR241.6b10.5x4.7x2x
Fri, 28 Jan 2022R1.3tR566.9bR240.5b11.4x5.4x2.3x
Price to Earnings Ratio

5.4x


Total Market Cap: R1.3tTotal Earnings: R240.5bTotal Revenue: R566.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Discretionary Sector Price to Earnings3Y Average 9.3x202320242025
Current Industry PE
  • Investors are optimistic on the South African Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 11.9x which is higher than its 3-year average PE of 9.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 27% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.9% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the South African Consumer Discretionary sector?

ZA Market2.64%
Consumer Discretionary3.41%
Auto Components7.03%
General Merchandise and Department Stores5.31%
Hospitality3.38%
Consumer Services1.34%
Consumer Durables0.86%
Auto0%0
Leisure0%0
Luxury0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Specialty Stores-0.12%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 19.2x.
    • Analysts are expecting annual earnings growth of 12.2%, which is lower than the prior year's growth of 14.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 74% over the next 5 years.
  • In contrast, the Consumer Services industry is expected to see its earnings grow by 12% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NPN NaspersR3.77k5.7%
+R32.0b		29.9%PE9.8x
WHL Woolworths HoldingsR59.981.2%
+R642.1m		-9.8%PE20.9x
SPG Super GroupR30.446.1%
+R596.2m		9.9%PE237.2x
SSU Southern SunR9.004.8%
+R549.8m		78.2%PE12.9x
SUI Sun InternationalR41.754.1%
+R404.2m		6.4%PE10.2x
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Latest News

NPN

R3,766.30

Naspers

7D

5.7%

1Y

29.9%

PPH

R27.07

Pepkor Holdings

7D

0.3%

1Y

52.5%

TFG

R155.64

Foschini Group

7D

-1.6%

1Y

59.3%

LEW

R79.45

Lewis Group

7D

-0.06%

1Y

90.1%

CMH

R32.00

Combined Motor Holdings

7D

-4.4%

1Y

18.5%

WHL

R59.98

Woolworths Holdings

7D

1.2%

1Y

-9.8%

Returns On Capital At Woolworths Holdings (JSE:WHL) Have Hit The Brakes

Jan 09
Returns On Capital At Woolworths Holdings (JSE:WHL) Have Hit The Brakes

SPG

R30.44

Super Group

7D

6.1%

1Y

9.9%

Super Group Limited (JSE:SPG) Shares Fly 26% But Investors Aren't Buying For Growth

Dec 25
Super Group Limited (JSE:SPG) Shares Fly 26% But Investors Aren't Buying For Growth

ITE

R13.05

Italtile

7D

-0.8%

1Y

17.6%

Italtile Limited (JSE:ITE) Investors Are Less Pessimistic Than Expected

Dec 21
Italtile Limited (JSE:ITE) Investors Are Less Pessimistic Than Expected

TSG

R9.69

Tsogo Sun

7D

2.8%

1Y

-15.4%

CLH

R4.35

City Lodge Hotels

7D

-3.3%

1Y

-10.7%

ADH

R33.84

ADvTECH

7D

1.4%

1Y

31.7%

WBC

R43.50

We Buy Cars Holdings

7D

-0.7%

1Y

n/a

SSU

R9.00

Southern Sun

7D

4.8%

1Y

78.2%

SDO

R6.85

Stadio Holdings

7D

-0.6%

1Y

40.9%

TRU

R92.81

Truworths International

7D

-1.1%

1Y

34.9%

SUI

R41.75

Sun International

7D

4.1%

1Y

6.4%