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South African (JSE) Consumer Discretionary Sector Analysis

UpdatedJul 13, 2025
DataAggregated Company Financials
Companies30
  • 7D1.0%
  • 3M15.7%
  • 1Y32.2%
  • YTD12.7%

The Consumer Discretionary industry has stayed flat over the last week. The past year has been better, since the industry has gained 32% in that time. Earnings are forecast to grow by 2.1% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 24 Sep 2022R834.0bR633.6bR250.5b10x3.3x1.3x
Mon, 22 Aug 2022R888.4bR612.4bR236.3b9.2x3.8x1.5x
Wed, 20 Jul 2022R866.7bR611.2bR236.7b9x3.7x1.4x
Price to Earnings Ratio

3.7x


Total Market Cap: R866.7bTotal Earnings: R236.7bTotal Revenue: R611.2bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Discretionary Sector Price to Earnings3Y Average 10.6x202320242025
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 10.6x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 19% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.8% 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 Market-0.64%
Consumer Discretionary1.01%
Auto Components2.78%
Hospitality2.27%
General Merchandise and Department Stores2.26%
Consumer Durables1.00%
Retail Distributors0%0
Online Retail and Ecommerce0%0
Consumer Services-2.33%
Specialty Stores-2.43%
Industry PE
  • Investors are most optimistic about the Consumer Services industry, which is trading close to its 3-year average PE ratio of 19.1x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Auto Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 40% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
NPN NaspersR5.51k2.7%
+R21.6b
49.9%PE8.8x
SSU Southern SunR9.709.1%
+R1.1b
72.6%PE12.7x
SPG Super GroupR17.9215.3%
+R806.2m
-39.8%PS0.1x
HIL HomeChoice InternationalR37.4916.2%
+R547.4m
50.0%PE9.5x
ITE ItaltileR10.404.0%
+R475.9m
-11.9%PE8.3x

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