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South African (JSE) Consumer Discretionary Sector Analysis

UpdatedJul 21, 2024
DataAggregated Company Financials
Companies30
  • 7D-4.4%
  • 3M6.0%
  • 1Y8.4%
  • YTD9.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.4%, driven by Naspers declining 6.5%. In the past year, the industry has gained 8.4%. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Jul 2024R986.9bR696.5bR82.0b9.6x12x1.4x
Wed, 19 Jun 2024R1.0tR706.0bR104.0b8.7x10.1x1.5x
Fri, 17 May 2024R1.1tR699.9bR104.6b9x10.4x1.5x
Sun, 14 Apr 2024R926.4bR726.2bR106.8b8.8x8.7x1.3x
Tue, 12 Mar 2024R895.4bR724.1bR105.3b8.6x8.5x1.2x
Thu, 08 Feb 2024R986.4bR712.9bR107.4b8.5x9.2x1.4x
Sat, 06 Jan 2024R919.6bR711.9bR106.5b8.3x8.6x1.3x
Mon, 04 Dec 2023R978.6bR714.1bR107.0b9x9.1x1.4x
Wed, 01 Nov 2023R880.3bR697.3bR103.3b8.8x8.5x1.3x
Fri, 29 Sep 2023R813.7bR699.2bR104.6b9.9x7.8x1.2x
Sun, 27 Aug 2023R933.9bR688.7bR103.7b8.9x9x1.4x
Tue, 25 Jul 2023R954.1bR658.2bR100.5b9.1x9.5x1.4x
Thu, 22 Jun 2023R937.1bR688.3bR73.1b9.9x12.8x1.4x
Sat, 20 May 2023R974.7bR689.6bR75.6b9.7x12.9x1.4x
Mon, 17 Apr 2023R993.9bR677.9bR72.8b10.1x13.7x1.5x
Wed, 15 Mar 2023R971.5bR672.0bR72.5b10.3x13.4x1.4x
Fri, 10 Feb 2023R1.1tR651.1bR71.4b10.7x15.1x1.7x
Sun, 08 Jan 2023R910.2bR646.0bR69.9b11.2x13x1.4x
Tue, 06 Dec 2022R838.1bR648.3bR70.6b11.2x11.9x1.3x
Thu, 03 Nov 2022R775.4bR635.4bR254.0b9.3x3.1x1.2x
Sat, 01 Oct 2022R827.5bR634.1bR251.3b9.5x3.3x1.3x
Mon, 29 Aug 2022R903.0bR610.7bR234.1b9x3.9x1.5x
Wed, 27 Jul 2022R896.2bR610.4bR235.5b9x3.8x1.5x
Fri, 24 Jun 2022R1.1tR587.4bR256.0b9x4.2x1.8x
Sun, 22 May 2022R982.7bR577.5bR248.4b8.9x4x1.7x
Tue, 19 Apr 2022R978.5bR568.6bR231.9b8.7x4.2x1.7x
Thu, 17 Mar 2022R1.1tR566.3bR236.5b10.8x4.5x1.9x
Sat, 12 Feb 2022R1.3tR564.5bR235.8b12x5.6x2.3x
Mon, 10 Jan 2022R1.3tR568.3bR243.3b11.8x5.4x2.3x
Wed, 08 Dec 2021R1.3tR568.0bR246.3b11.8x5.5x2.4x
Fri, 05 Nov 2021R1.5tR525.0bR93.4b12x15.7x2.8x
Sun, 03 Oct 2021R1.4tR519.8bR89.8b12.7x15.4x2.7x
Tue, 31 Aug 2021R1.4tR514.7bR86.3b12.9x16.3x2.7x
Price to Earnings Ratio

17.2x


Total Market Cap: R1.5tTotal Earnings: R86.3bTotal Revenue: R514.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Discretionary Sector Price to Earnings3Y Average 9.1x202220232024
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 12.0x which is higher than its 3-year average PE of 9.1x.
  • The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 11% 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 and as a result, profits have held steady.

Industry Trends

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

ZA Market-2.00%
Consumer Discretionary-4.40%
Auto Components9.49%
Consumer Services1.66%
Consumer Durables0.33%
Auto0%
Leisure0%
Luxury0%
Retail Distributors0%
Online Retail and Ecommerce0%
Hospitality-0.47%
Specialty Stores-1.39%
General Merchandise and Department Stores-6.09%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Consumer Durables industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 3.9x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 1.1% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 15% 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
SSU Southern SunR5.905.0%
+R374.4m
34.1%PE9.2x
MTH Motus HoldingsR99.481.5%
+R253.8m
3.3%PE5.9x
MTA Metair InvestmentsR13.969.5%
+R234.5m
-27.9%PE28.3x
COH Curro HoldingsR12.083.2%
+R223.3m
44.0%PE173.1x
ADH ADvTECHR29.980.8%
+R126.1m
64.5%PE17.3x
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Latest News

MTA

R13.96

Metair Investments

7D

9.5%

1Y

-27.9%

TFG

R133.41

Foschini Group

7D

-1.1%

1Y

38.9%

MRP

R203.29

Mr Price Group

7D

-1.5%

1Y

40.2%

NPN

R3,436.02

Naspers

7D

-6.5%

1Y

6.0%

ITE

R11.60

Italtile

7D

-1.7%

1Y

-6.1%

PPH

R19.67

Pepkor Holdings

7D

-0.7%

1Y

19.1%

TRU

R87.75

Truworths International

7D

-5.5%

1Y

43.0%

COH

R12.08

Curro Holdings

7D

3.2%

1Y

44.0%

MTH

R99.48

Motus Holdings

7D

1.5%

1Y

3.3%

SUI

R36.35

Sun International

7D

-3.1%

1Y

5.4%

WBC

R25.40

We Buy Cars Holdings

7D

0.5%

1Y

n/a

SSU

R5.90

Southern Sun

7D

5.0%

1Y

34.1%

GPL

R3.63

Grand Parade Investments

7D

6.8%

1Y

27.4%