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

UpdatedMay 11, 2024
DataAggregated Company Financials
Companies2
  • 7D0.4%
  • 3M8.3%
  • 1Y16.9%
  • YTD19.4%

Over the last 7 days, the General Merchandise and Department Stores industry has risen 2.1%, driven by gains from every company within the industry. In the last 12 months, the industry was up 15%. In the next few years, earnings are forecast to decline by 7.7% 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
Sat, 11 May 2024R720.8bR203.5bR84.4b11.6x8.5x3.5x
Mon, 08 Apr 2024R650.8bR205.4bR85.5b10.9x7.6x3.2x
Wed, 06 Mar 2024R584.4bR207.4bR86.8b10.9x6.7x2.8x
Fri, 02 Feb 2024R636.3bR203.0bR85.4b11.6x7.5x3.1x
Sun, 31 Dec 2023R634.7bR200.8bR84.0b12x7.6x3.2x
Tue, 28 Nov 2023R685.5bR199.2bR74.8b12.3x9.2x3.4x
Thu, 26 Oct 2023R604.6bR201.6bR76.2b11.5x7.9x3x
Sat, 23 Sep 2023R549.3bR199.3bR74.9b11.5x7.3x2.8x
Mon, 21 Aug 2023R673.7bR212.6bR76.2b12.2x8.8x3.2x
Wed, 19 Jul 2023R701.7bR205.0bR71.9b12.7x9.8x3.4x
Fri, 16 Jun 2023R694.3bR237.4bR43.4b15.6x16x2.9x
Sun, 14 May 2023R694.6bR246.4bR45.7b14.5x15.2x2.8x
Tue, 11 Apr 2023R720.9bR237.1bR43.4b15.5x16.6x3x
Thu, 09 Mar 2023R65.3bR80.1bR3.7b17.6x17.6x0.8x
Sat, 04 Feb 2023R72.0bR80.1bR3.7b19.4x19.4x0.9x
Mon, 02 Jan 2023R61.6bR80.1bR3.7b16.6x16.6x0.8x
Wed, 30 Nov 2022R61.4bR80.1bR3.7b16.5x16.5x0.8x
Fri, 28 Oct 2022R60.6bR80.1bR3.7b16.3x16.3x0.8x
Sun, 25 Sep 2022R59.2bR80.1bR3.7b15.9x15.9x0.7x
Tue, 23 Aug 2022R49.8bR78.4bR3.0b16.6x16.6x0.6x
Thu, 21 Jul 2022R50.9bR78.4bR3.0b16.9x16.9x0.6x
Sat, 18 Jun 2022R53.0bR78.4bR3.0b17.6x17.6x0.7x
Mon, 16 May 2022R55.0bR78.4bR3.0b18.3x18.3x0.7x
Wed, 13 Apr 2022R58.0bR78.4bR3.0b19.3x19.3x0.7x
Fri, 11 Mar 2022R53.0bR78.8bR4.2b12.7x12.7x0.7x
Sun, 06 Feb 2022R50.0bR78.8bR4.2b12x12x0.6x
Tue, 04 Jan 2022R50.4bR78.8bR4.2b12.1x12.1x0.6x
Thu, 02 Dec 2021R51.1bR78.8bR4.2b12.3x12.3x0.6x
Sat, 30 Oct 2021R52.5bR78.8bR4.2b12.5x12.6x0.7x
Mon, 27 Sep 2021R57.3bR78.8bR4.2b13.8x13.8x0.7x
Wed, 25 Aug 2021R57.0bR74.4bR1.7b32.6x32.6x0.8x
Thu, 01 Jul 2021R52.1bR74.4bR1.7b29.8x29.8x0.7x
Price to Earnings Ratio

30.8x


Total Market Cap: R53.8bTotal Earnings: R1.7bTotal Revenue: R74.4bTotal Market Cap vs Earnings and Revenue0%0%0%
South African General Merchandise and Department Stores Industry Price to Earnings3Y Average 14.8x202220232024
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 264% per year over the last three years.
  • Revenues for these companies have grown 40% 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 Market2.75%
Consumer Discretionary0.76%
General Merchandise and Department Stores0.38%
Broadline Retail0.38%
Department Stores0%
General Merchandise Stores0%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 9.9x.
    • Analysts are expecting annual earnings decline of 7.7%, which is lower than the prior year's growth of 39.9% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 9.9x.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Broadline Retail industry since they expect its earnings to decline by only 7.7% per year over the next 5 years, which isn't as bad as the other industries.
  • This is a reversal from its past annual earnings growth rate of 40% per year.
  • In contrast, the Broadline Retail industry is expected to see its earnings decline by 7.7% 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 NaspersR3.77k0.3%
+R1.2b
19.1%PE8.3x
WHL Woolworths HoldingsR60.850.9%
+R488.4m
-4.5%PE15x
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