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

UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies2
  • 7D12.2%
  • 3M16.7%
  • 1Y39.1%
  • YTD16.2%

The General Merchandise and Department Stores industry is up 16% in the last week, with Naspers up 17%. This means that the industry has gained 44% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Feb 2025R857.6bR202.6bR66.3b16.2x12.9x4.2x
Sun, 19 Jan 2025R670.6bR205.3bR67.6b15.3x9.9x3.3x
Tue, 17 Dec 2024R786.0bR199.3bR64.6b17.2x12.2x3.9x
Thu, 14 Nov 2024R734.7bR193.9bR59.6b17.6x12.3x3.8x
Sat, 12 Oct 2024R777.7bR188.4bR56.9b18.2x13.7x4.1x
Mon, 09 Sep 2024R666.3bR191.4bR58.4b16.6x11.4x3.5x
Wed, 07 Aug 2024R640.4bR193.0bR61.4b12.2x10.4x3.3x
Fri, 05 Jul 2024R674.0bR191.5bR60.7b13.3x11.1x3.5x
Sun, 02 Jun 2024R703.7bR206.1bR85.9b10.7x8.2x3.4x
Tue, 30 Apr 2024R694.4bR205.0bR85.3b11.2x8.1x3.4x
Thu, 28 Mar 2024R642.3bR206.9bR86.4b10.9x7.4x3.1x
Sat, 24 Feb 2024R662.0bR207.8bR88.3b11.5x7.5x3.2x
Mon, 22 Jan 2024R591.3bR206.0bR87.3b11x6.8x2.9x
Wed, 20 Dec 2023R670.5bR201.1bR84.2b11.9x8x3.3x
Fri, 17 Nov 2023R703.4bR195.9bR73.0b12.3x9.6x3.6x
Sun, 15 Oct 2023R631.8bR201.2bR76.0b11.8x8.3x3.1x
Tue, 12 Sep 2023R673.7bR200.2bR75.4b12.7x8.9x3.4x
Thu, 10 Aug 2023R706.2bR212.6bR76.2b12.8x9.3x3.3x
Sat, 08 Jul 2023R675.7bR211.6bR75.7b12x8.9x3.2x
Mon, 05 Jun 2023R693.5bR248.0bR46.1b14.2x15x2.8x
Wed, 03 May 2023R700.3bR239.1bR43.9b15x16x2.9x
Fri, 31 Mar 2023R735.2bR234.1bR42.6b15.8x17.3x3.1x
Sun, 26 Feb 2023R73.3bR80.1bR3.7b19.7x19.7x0.9x
Tue, 24 Jan 2023R71.5bR80.1bR3.7b19.2x19.2x0.9x
Thu, 22 Dec 2022R62.8bR80.1bR3.7b16.9x16.9x0.8x
Sat, 19 Nov 2022R62.8bR80.1bR3.7b16.9x16.9x0.8x
Mon, 17 Oct 2022R56.6bR80.1bR3.7b15.2x15.2x0.7x
Wed, 14 Sep 2022R60.8bR80.1bR3.7b16.4x16.4x0.8x
Fri, 12 Aug 2022R50.8bR78.4bR3.0b16.9x16.9x0.6x
Sun, 10 Jul 2022R52.0bR78.4bR3.0b17.3x17.3x0.7x
Tue, 07 Jun 2022R52.7bR78.4bR3.0b17.5x17.5x0.7x
Thu, 05 May 2022R54.8bR78.4bR3.0b18.2x18.2x0.7x
Sat, 02 Apr 2022R56.6bR78.8bR4.2b13.6x13.6x0.7x
Mon, 28 Feb 2022R48.3bR78.8bR4.2b11.6x11.6x0.6x
Price to Earnings Ratio

11.6x


Total Market Cap: R48.3bTotal Earnings: R4.2bTotal Revenue: R78.8bTotal Market Cap vs Earnings and Revenue0%0%0%
South African General Merchandise and Department Stores Industry Price to Earnings3Y Average 12.7x202320242025
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 152% per year over the last three years.
  • Revenues for these companies have grown 37% 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 Market0.93%
Consumer Discretionary6.99%
General Merchandise and Department Stores12.21%
Broadline Retail12.21%
Department Stores0%0
General Merchandise Stores0%0
Industry PE
  • Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio of 10.4x.
    • Analysts are expecting annual earnings growth of 19.9%, which is higher than its past year's earnings decline of 28.9% per year.
  • Investors are most pessimistic about the Broadline Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.4x.
Forecasted Growth
  • Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 29% per year.
  • In contrast, the Broadline Retail industry is expected to see its earnings grow by 20% 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 NaspersR4.94k7.3%
+R56.0b
47.5%PE12.9x
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Latest News

NPN

R4,937.62

Naspers

7D

7.3%

1Y

47.5%