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South African (JSE) Consumer Discretionary Sector Analysis

UpdatedSep 23, 2023
DataAggregated Company Financials
Companies31
  • 7D-0.9%
  • 3M4.6%
  • 1Y12.2%
  • YTD-2.0%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Pepkor Holdings gained 12%. The past year has been better, since the industry has gained 12% in that time. As for the next few years, earnings are forecast to decline by 5.4% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Sep 2023R830.7bR697.6bR103.7b9.4x8x1.2x
Mon, 21 Aug 2023R953.5bR690.5bR105.0b8.8x9.1x1.4x
Wed, 19 Jul 2023R969.0bR659.0bR101.0b9.4x9.6x1.5x
Fri, 16 Jun 2023R965.2bR687.4bR72.8b10x13.3x1.4x
Sun, 14 May 2023R950.5bR688.8bR75.4b9.8x12.6x1.4x
Tue, 11 Apr 2023R994.5bR678.9bR73.0b10.1x13.6x1.5x
Thu, 09 Mar 2023R1.0tR673.9bR73.6b11.1x13.7x1.5x
Sat, 04 Feb 2023R1.1tR648.5bR70.8b10.9x15.3x1.7x
Mon, 02 Jan 2023R828.2bR645.1bR69.7b11.3x11.9x1.3x
Wed, 30 Nov 2022R809.6bR643.6bR69.3b10x11.7x1.3x
Fri, 28 Oct 2022R747.4bR632.8bR250.0b9.1x3x1.2x
Sun, 25 Sep 2022R834.0bR633.6bR250.5b10x3.3x1.3x
Tue, 23 Aug 2022R882.3bR612.7bR236.7b9.1x3.7x1.4x
Thu, 21 Jul 2022R914.5bR611.8bR237.6b9.3x3.8x1.5x
Sat, 18 Jun 2022R1.1tR586.3bR255.7b8.9x4.1x1.8x
Mon, 16 May 2022R993.5bR579.3bR252.3b8.6x3.9x1.7x
Wed, 13 Apr 2022R1.0tR566.9bR228.5b8.9x4.4x1.8x
Fri, 11 Mar 2022R1.1tR566.6bR237.4b10.5x4.4x1.9x
Sun, 06 Feb 2022R1.3tR567.5bR241.8b11.6x5.5x2.4x
Tue, 04 Jan 2022R1.4tR567.9bR246.2b11.9x5.5x2.4x
Thu, 02 Dec 2021R1.3tR567.6bR245.6b11.7x5.5x2.4x
Sat, 30 Oct 2021R1.4tR525.3bR93.6b11.8x15.5x2.8x
Mon, 27 Sep 2021R1.4tR520.4bR90.3b12.7x15.5x2.7x
Wed, 25 Aug 2021R1.4tR514.7bR86.3b12.8x16.2x2.7x
Thu, 01 Jul 2021R1.6tR514.7bR86.3b12.1x18.6x3.1x
Sun, 04 Apr 2021R1.8tR502.6bR82.2b13.8x21.9x3.6x
Wed, 06 Jan 2021R1.6tR480.6bR60.0b14.7x25.9x3.2x
Sat, 10 Oct 2020R1.5tR474.7bR50.8b14.5x29.2x3.1x
Price to Earnings Ratio

29.2x


Total Market Cap: R1.5tTotal Earnings: R50.8bTotal Revenue: R474.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Discretionary Sector Price to Earnings3Y Average 13.6x202120222023
Current Industry PE
  • Investors are pessimistic on the South African Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 8.0x which is lower than its 3-year average PE of 13.6x.
  • The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 27% per year over the last three years.
  • Revenues for these companies have grown 14% 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?

ZA Market-0.61%
Consumer Discretionary-0.88%
Specialty Stores5.67%
Hospitality2.69%
Retail Distributors2.35%
Consumer Services1.10%
Auto0%
Leisure0%
Luxury0%
Online Retail and Ecommerce0%
Consumer Durables-0.57%
Auto Components-2.57%
General Merchandise and Department Stores-3.51%
Industry PE
  • Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 26.2x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 124% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings decline by 10% 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
PPH Pepkor HoldingsR17.2512.1%
+R6.8b
-17.4%PE11x
TFG Foschini GroupR97.986.9%
+R2.0b
-19.4%PE10.4x
MRP Mr Price GroupR135.065.5%
+R1.8b
-25.7%PE11.2x
SUI Sun InternationalR42.186.8%
+R658.4m
34.3%PE14x
TRU Truworths InternationalR74.821.8%
+R487.5m
43.5%PE8.4x
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Latest News

MTH

R92.50

Motus Holdings

7D

1.9%

1Y

-21.1%

SUI

R42.18

Sun International

7D

6.8%

1Y

34.3%

MRP

R135.06

Mr Price Group

7D

5.5%

1Y

-25.7%

NPN

R3,117.02

Naspers

7D

-3.7%

1Y

38.7%

MTA

R14.80

Metair Investments

7D

-2.6%

1Y

-45.2%

SPG

R32.75

Super Group

7D

-1.3%

1Y

23.8%

ITE

R11.56

Italtile

7D

-0.4%

1Y

-23.8%

WHL

R69.22

Woolworths Holdings

7D

-2.3%

1Y

10.0%

TRU

R74.82

Truworths International

7D

1.8%

1Y

43.5%

CSB

R154.50

Cashbuild

7D

-6.1%

1Y

-24.6%

TFG

R97.98

Foschini Group

7D

6.9%

1Y

-19.4%

ADH

R21.80

ADvTECH

7D

1.4%

1Y

23.9%

PPH

R17.25

Pepkor Holdings

7D

12.1%

1Y

-17.4%

FBR

R61.70

Famous Brands

7D

-1.1%

1Y

10.7%

BWN

R2.33

Balwin Properties

7D

-0.9%

1Y

-14.0%

TSG

R12.65

Tsogo Sun

7D

3.0%

1Y

2.0%