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South African (JSE) Consumer Discretionary Sector Analysis

UpdatedOct 19, 2025
DataAggregated Company Financials
Companies30
  • 7D-2.5%
  • 3M3.4%
  • 1Y20.4%
  • YTD17.9%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.5%, driven by Naspers declining 3.9%. In the past year, the industry has gained 20%. Earnings are forecast to grow by 9.4% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Oct 2025R1.3tR727.4bR122.0b10.5x11x1.8x
Wed, 17 Sep 2025R1.3tR726.3bR121.6b9.9x10.9x1.8x
Fri, 15 Aug 2025R1.3tR741.5bR123.8b10.6x10.6x1.8x
Sun, 13 Jul 2025R1.3tR743.7bR125.5b11x10.1x1.7x
Tue, 10 Jun 2025R1.3tR736.7bR90.6b11.2x13.8x1.7x
Thu, 08 May 2025R1.2tR727.1bR90.9b11.5x13.4x1.7x
Sat, 05 Apr 2025R1.1tR732.0bR93.8b10.6x11.6x1.5x
Mon, 03 Mar 2025R1.2tR730.3bR91.4b11.7x12.7x1.6x
Wed, 29 Jan 2025R1.1tR731.0bR91.5b11.8x11.8x1.5x
Fri, 27 Dec 2024R1.2tR732.2bR92.1b12.9x13x1.6x
Sun, 24 Nov 2024R1.1tR724.8bR79.6b12.6x14.2x1.6x
Tue, 22 Oct 2024R1.2tR697.6bR77.6b12.8x15x1.7x
Thu, 19 Sep 2024R1.0tR695.1bR77.4b11x13.5x1.5x
Sat, 17 Aug 2024R1.0tR693.8bR80.8b10.2x13x1.5x
Mon, 15 Jul 2024R1.0tR694.5bR81.1b9.7x12.7x1.5x
Wed, 12 Jun 2024R1.0tR708.2bR106.1b8.4x9.6x1.4x
Fri, 10 May 2024R1.0tR701.8bR105.8b8.4x9.7x1.5x
Sun, 07 Apr 2024R942.8bR724.8bR105.8b8.2x8.9x1.3x
Tue, 05 Mar 2024R907.8bR726.3bR107.2b8.8x8.5x1.2x
Thu, 01 Feb 2024R941.1bR712.2bR106.7b9x8.8x1.3x
Sat, 30 Dec 2023R940.7bR710.3bR105.5b8.4x8.9x1.3x
Mon, 27 Nov 2023R1.0tR705.7bR103.5b10x9.7x1.4x
Wed, 25 Oct 2023R873.2bR700.5bR105.1b9.8x8.3x1.2x
Fri, 22 Sep 2023R810.1bR699.0bR104.5b9.3x7.8x1.2x
Sun, 20 Aug 2023R953.5bR690.5bR105.0b8.8x9.1x1.4x
Tue, 18 Jul 2023R988.2bR660.3bR101.7b9.5x9.7x1.5x
Thu, 15 Jun 2023R943.6bR687.9bR73.0b10.1x12.9x1.4x
Sat, 13 May 2023R950.5bR688.9bR75.4b9.8x12.6x1.4x
Mon, 10 Apr 2023R994.5bR678.9bR73.0b10.1x13.6x1.5x
Wed, 08 Mar 2023R1.0tR673.8bR73.5b11x13.9x1.5x
Fri, 03 Feb 2023R1.1tR645.3bR70.0b10.9x15.3x1.7x
Sun, 01 Jan 2023R828.2bR645.1bR69.7b11.3x11.9x1.3x
Tue, 29 Nov 2022R815.2bR644.6bR69.6b10.2x11.7x1.3x
Thu, 27 Oct 2022R733.8bR633.0bR250.4b8.9x2.9x1.2x
Price to Earnings Ratio

2.9x


Total Market Cap: R733.8bTotal Earnings: R250.4bTotal Revenue: R633.0bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Discretionary Sector Price to Earnings3Y Average 11.2x202320242025
Current Industry PE
  • Investors are relatively neutral on the South African Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 11.2x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 22% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.6% 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 Market0.39%
Consumer Discretionary-2.50%
Specialty Stores1.03%
Consumer Services0.78%
Auto Components0.15%
Hospitality0.062%
Retail Distributors0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-3.71%
Consumer Durables-7.15%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 19.5x.
    • 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 Auto Components industry, expecting annual earnings growth of 107% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 5.0% 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 HoldingsR26.712.8%
+R2.7b		14.0%PE37.5x
TFG Foschini GroupR118.903.1%
+R1.2b		-20.4%PE12.1x
COH Curro HoldingsR13.394.3%
+R316.9m		4.1%PE385.7x
FBR Famous BrandsR54.104.3%
+R224.5m		-19.9%PE9.9x
SDO Stadio HoldingsR10.941.8%
+R161.5m		70.7%PE30.9x

Latest News

CMH
R34.50
Combined Motor Holdings
7D
2.7%
1Y
-0.06%
SPG
R15.30
Super Group
7D
3.0%
1Y
-37.3%
COH
R13.39
Curro Holdings
7D
4.3%
1Y
4.1%
ADH
R33.71
ADvTECH
7D
-1.1%
1Y
5.0%
ITE
R9.51
Italtile
7D
1.2%
1Y
-25.5%
WHL
R53.11
Woolworths Holdings
7D
-0.4%
1Y
-19.2%
TRU
R55.60
Truworths International
7D
-1.2%
1Y
-48.5%

Cape Town Center And New Formats Will Transform African Retail

Analysts have revised Truworths International's fair value estimate downward from R72.94 to R65.37. This change reflects adjustments for a slightly higher discount rate and modest changes in revenue growth and profit margin forecasts.
NPN
R1,183.21
Naspers
7D
-3.9%
1Y
41.2%

AI-Driven E-commerce And Capital Investments Will Transform Operations

Analysts have significantly lowered their price target for Naspers from R6,927.62 to R1,479.85. This change is based on updated fair value estimates and a reassessment of future earnings potential.
GPL
R2.36
Grand Parade Investments
7D
-8.9%
1Y
-36.2%
MTH
R103.11
Motus Holdings
7D
-3.2%
1Y
-12.8%
WBC
R56.12
We Buy Cars Holdings
7D
-1.1%
1Y
59.7%
TFG
R118.90
Foschini Group
7D
3.1%
1Y
-20.4%
SDO
R10.94
Stadio Holdings
7D
1.8%
1Y
70.7%
LEW
R74.39
Lewis Group
7D
-3.5%
1Y
8.6%
FBR
R54.10
Famous Brands
7D
4.3%
1Y
-19.9%
PPH
R26.71
Pepkor Holdings
7D
2.8%
1Y
14.0%