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South African (JSE) General Merchandise and Department Stores Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies2
  • 7D0.5%
  • 3M-7.6%
  • 1Y-22.6%
  • YTD-22.6%

Over the last 7 days, the General Merchandise and Department Stores industry has dropped 2.4%, driven by pullbacks from every company within the industry. However, the industry is down 24% over the past year. Earnings are forecast to grow by 6.9% annually.

Industry Valuation and Performance

Has the South African General Merchandise and Department Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jul 2026R688.1bR260.8bR84.0b16.3x8.2x2.6x
Thu, 18 Jun 2026R683.4bR210.7bR96.2b17.2x7.1x3.2x
Sat, 16 May 2026R702.9bR212.7bR97.6b16.7x7.2x3.3x
Mon, 13 Apr 2026R729.0bR210.7bR96.2b17x7.6x3.5x
Wed, 11 Mar 2026R770.9bR209.6bR95.4b17.7x8.1x3.7x
Fri, 06 Feb 2026R773.5bR206.7bR95.5b14x8.1x3.7x
Sun, 04 Jan 2026R909.5bR209.1bR97.3b14.9x9.4x4.3x
Tue, 02 Dec 2025R897.5bR213.7bR100.6b14.6x8.9x4.2x
Thu, 30 Oct 2025R1.0tR203.0bR94.8b15.2x10.9x5.1x
Sat, 27 Sep 2025R992.3bR204.1bR95.6b14.4x10.4x4.9x
Mon, 25 Aug 2025R957.3bR203.8bR96.6b12.7x9.9x4.7x
Wed, 23 Jul 2025R927.5bR204.7bR97.3b12x9.5x4.5x
Fri, 20 Jun 2025R859.8bR202.4bR65.5b14.4x13.1x4.2x
Sun, 18 May 2025R907.5bR202.5bR65.6b15.6x13.8x4.5x
Tue, 15 Apr 2025R782.1bR207.9bR68.3b14.1x11.4x3.8x
Thu, 13 Mar 2025R815.9bR204.4bR66.6b14.2x12.3x4x
Sat, 08 Feb 2025R733.9bR203.1bR66.5b15.6x11x3.6x
Mon, 06 Jan 2025R729.5bR205.3bR67.7b16x10.8x3.6x
Wed, 04 Dec 2024R760.0bR200.7bR65.4b16.7x11.6x3.8x
Fri, 01 Nov 2024R755.6bR189.9bR57.7b17.9x13.1x4x
Sun, 29 Sep 2024R784.6bR186.5bR56.0b18.6x14x4.2x
Tue, 27 Aug 2024R684.0bR188.0bR59.0b13.8x11.6x3.6x
Thu, 25 Jul 2024R654.7bR192.2bR61.0b12.4x10.7x3.4x
Sat, 22 Jun 2024R683.0bR200.4bR82.4b11.5x8.3x3.4x
Mon, 20 May 2024R745.7bR201.7bR83.2b12.1x9x3.7x
Wed, 17 Apr 2024R635.7bR207.8bR87.0b10.5x7.3x3.1x
Fri, 15 Mar 2024R607.7bR205.8bR85.7b10.9x7.1x3x
Sun, 11 Feb 2024R677.5bR206.0bR87.2b11.5x7.8x3.3x
Tue, 09 Jan 2024R616.7bR202.8bR85.2b11.6x7.2x3x
Thu, 07 Dec 2023R683.3bR205.0bR86.6b11.8x7.9x3.3x
Sat, 04 Nov 2023R653.9bR195.9bR73.0b12.8x9x3.3x
Mon, 02 Oct 2023R532.8bR200.6bR75.6b11.2x7x2.7x
Wed, 30 Aug 2023R673.3bR209.3bR74.4b12.4x9.1x3.2x
Fri, 28 Jul 2023R693.4bR202.6bR70.6b13x9.8x3.4x
Price to Earnings Ratio

9.8x


Total Market Cap: R693.4bTotal Earnings: R70.6bTotal Revenue: R202.6bTotal Market Cap vs Earnings and Revenue0%0%0%
South African General Merchandise and Department Stores Industry Price to Earnings3Y Average 9.6x202420252026
Current Industry PE
    There are only 2 companies in the South African Multiline Retail industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have grown 5.7% per year over the last three years.
  • Revenues for these companies have grown 8.6% 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 industry?

ZA Market-1.49%
Consumer Discretionary-0.32%
General Merchandise and Department Stores0.52%
Broadline Retail0.52%
Department Stores0%0
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 9.6x.
    • Analysts are expecting annual earnings growth of 6.9%, which is higher than its past year's earnings decline of 24.6% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 9.6x.
Forecasted Growth
  • Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 6.9% over the next 5 years.
  • This is better than its past earnings decline of 25% per year.
  • In contrast, the Broadline Retail industry is expected to see its earnings grow by 6.9% 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
NPN NaspersR855.700.8%
+R5.1b		-23.7%PE7.8x

Latest News

NPN
R855.70
Naspers
7D
0.8%
1Y
-23.7%
WHL
R47.28
Woolworths Holdings
7D
-3.5%
1Y
-2.2%
Narrative Update • May 16

WHL: Interim Dividend And CEO Succession Will Support Future Upside Potential

Analysts have kept the Woolworths Holdings price target steady at ZAR60.33, with the smaller changes in discount rate, profit margin, and forward P/E assumptions seen as offsetting each other rather than shifting the overall valuation. What's in the News Group CEO Roy Bagattini plans to step down as Group CEO with effect from 31 May 2026 and retire from the company at the end of September 2026, following more than six years in the role (Key Developments).