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South African (JSE) Consumer Discretionary Sector Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies30
  • 7D-3.3%
  • 3M-5.2%
  • 1Y-11.5%
  • YTD-8.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.3%, driven by a pullback from Naspers of 4.1%. Meanwhile, Mr Price Group actually outperformed within the industry, gaining 5.3% in the last week. However, the industry is down 11% over the past year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Tue, 30 Nov 2021R1.4tR570.4bR251.4b11.6x
Thu, 28 Oct 2021R1.4tR523.1bR90.9b12.2x
Sat, 25 Sep 2021R1.4tR520.4bR90.3b12.6x
Mon, 23 Aug 2021R1.3tR514.7bR86.3b12x
Sat, 10 Jul 2021R1.6tR514.7bR86.3b12.1x
Fri, 02 Apr 2021R1.8tR502.6bR82.2b13.8x
Mon, 04 Jan 2021R1.6tR480.6bR60.0b14.7x
Thu, 08 Oct 2020R1.5tR474.7bR50.8b14.5x
Wed, 01 Jul 2020R1.5tR470.6bR58.3b13.3x
Sat, 04 Apr 2020R1.3tR493.1bR66.9b9.3x
Tue, 07 Jan 2020R1.3tR487.5bR62.3b13.4x
Mon, 30 Sep 2019R1.3tR493.2bR64.6b13.1x
Thu, 04 Jul 2019R1.8tR488.0bR69.1b15x
Sun, 07 Apr 2019R1.8tR477.1bR81.1b13.6x
Wed, 09 Jan 2019R1.7tR439.4bR213.0b14.4x
PE Ratio

15.4x

Total Market Cap: R1.6tTotal Earnings: R209.1bTotal Revenue: R431.1b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 13.3x. However, future earnings are expected to decline by 39% which could potentially cause the PE ratio to fall below its historical average.

Past Earnings Growth: The earnings for companies in the Consumer Discretionary industry have grown 6.3% per year over the last three years, and revenues for these companies have grown 9.8% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

Specialty Stores0.009%
Consumer Durables-0.18%
Auto Components-0.50%
Hospitality-1.24%
Online Retail and Ecommerce-4.08%
General Merchanise and Department Stores-4.28%
Consumer Services-7.65%

Industry PE: Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 48.8x. It looks like they are confident that earnings will grow faster in the future than they have historically. Meanwhile, investors are most pessimistic about the Consumer Durables industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 4.5x.

Forecasted Growth: Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 13% over the next 5 years. Meanwhile, the Online Retail and Ecommerce industry is expected to see its earnings decline by 53% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
MRP Mr Price Group5.3%+R2.5b19.3%PE16.9x
SPG Super Group4.1%+R454.0m31.6%PE11.4x
SUI Sun International2.8%+R174.6m90.6%PE45.7x
SNH Steinhoff International Holdings2.0%+R168.6m139.5%PS0.06x
GPL Grand Parade Investments11.0%+R163.3m57.6%PS1x
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Latest News

LEW

R47.00

Lewis Group

7D

8.4%

1Y

102.2%

NPN

R2,461.49

Naspers

7D

-4.1%

1Y

-22.1%

ADH

R16.18

ADvTECH

7D

-11.6%

1Y

68.9%

SUR

R20.59

Spur

7D

5.1%

1Y

14.4%