Narrative Update • Jul 23

Over the last 7 days, the Broadline Retail industry has dropped 9.7%, driven by pullbacks from every company within the industry. Overall the industry is down 32% in 12 months. Earnings are forecast to grow by 6.9% annually.
Has the South African Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 25 Jul 2026 | R640.2b | R264.1b | R85.5b | 15.3x | 7.5x | 2.4x |
| Mon, 22 Jun 2026 | R675.2b | R210.8b | R96.2b | 17.3x | 7x | 3.2x |
| Wed, 20 May 2026 | R725.7b | R212.8b | R97.7b | 16.8x | 7.4x | 3.4x |
| Fri, 17 Apr 2026 | R750.9b | R210.5b | R96.0b | 17.1x | 7.8x | 3.6x |
| Sun, 15 Mar 2026 | R787.8b | R214.7b | R99.1b | 17.3x | 7.9x | 3.7x |
| Tue, 10 Feb 2026 | R783.1b | R204.5b | R93.9b | 14.1x | 8.3x | 3.8x |
| Thu, 08 Jan 2026 | R930.7b | R208.8b | R97.0b | 15.4x | 9.6x | 4.5x |
| Sat, 06 Dec 2025 | R876.7b | R212.8b | R100.0b | 14.8x | 8.8x | 4.1x |
| Mon, 03 Nov 2025 | R996.2b | R204.0b | R95.5b | 14.8x | 10.4x | 4.9x |
| Wed, 01 Oct 2025 | R1.0t | R203.5b | R95.2b | 14.6x | 10.7x | 5x |
| Fri, 29 Aug 2025 | R945.3b | R205.6b | R98.0b | 12.6x | 9.6x | 4.6x |
| Sun, 27 Jul 2025 | R959.9b | R206.1b | R98.4b | 12.1x | 9.8x | 4.7x |
| Tue, 24 Jun 2025 | R887.1b | R206.9b | R99.0b | 12x | 9x | 4.3x |
| Thu, 22 May 2025 | R891.5b | R201.9b | R65.3b | 15.3x | 13.7x | 4.4x |
| Sat, 19 Apr 2025 | R779.2b | R208.0b | R68.4b | 14.2x | 11.4x | 3.7x |
| Mon, 17 Mar 2025 | R825.0b | R203.4b | R66.1b | 14.3x | 12.5x | 4.1x |
| Wed, 12 Feb 2025 | R740.0b | R203.4b | R66.7b | 15.5x | 11.1x | 3.6x |
| Fri, 10 Jan 2025 | R673.3b | R206.5b | R68.3b | 15.3x | 9.9x | 3.3x |
| Sun, 08 Dec 2024 | R781.0b | R200.4b | R65.2b | 17.1x | 12x | 3.9x |
| Tue, 05 Nov 2024 | R748.9b | R189.1b | R57.3b | 17.8x | 13.1x | 4x |
| Thu, 03 Oct 2024 | R787.6b | R188.4b | R56.9b | 18.5x | 13.8x | 4.2x |
| Sat, 31 Aug 2024 | R691.8b | R188.8b | R59.4b | 13.7x | 11.7x | 3.7x |
| Mon, 29 Jul 2024 | R649.9b | R191.8b | R60.8b | 12.3x | 10.7x | 3.4x |
| Wed, 26 Jun 2024 | R678.3b | R191.4b | R60.7b | 12.9x | 11.2x | 3.5x |
| Fri, 24 May 2024 | R742.5b | R203.9b | R84.6b | 11.8x | 8.8x | 3.6x |
| Sun, 21 Apr 2024 | R614.9b | R208.1b | R87.2b | 10.3x | 7x | 3x |
| Tue, 19 Mar 2024 | R608.0b | R207.3b | R86.7b | 10.8x | 7x | 2.9x |
| Thu, 15 Feb 2024 | R653.6b | R206.2b | R87.4b | 11.4x | 7.5x | 3.2x |
| Sat, 13 Jan 2024 | R606.7b | R203.4b | R85.6b | 11.5x | 7.1x | 3x |
| Mon, 11 Dec 2023 | R681.2b | R205.7b | R87.0b | 11.7x | 7.8x | 3.3x |
| Wed, 08 Nov 2023 | R645.3b | R196.7b | R73.5b | 12.5x | 8.8x | 3.3x |
| Fri, 06 Oct 2023 | R525.9b | R203.1b | R77.0b | 10.9x | 6.8x | 2.6x |
| Sun, 03 Sep 2023 | R673.6b | R200.0b | R75.3b | 12.9x | 8.9x | 3.4x |
| Tue, 01 Aug 2023 | R736.4b | R204.7b | R71.8b | 13.3x | 10.3x | 3.6x |
10.3x
How does South African Broadline Retail compare with similar industries?
| ZA Market | -2.00% | |
| Consumer Discretionary | -5.31% | |
| General Merchandise and Department Stores | -5.35% | |
| Broadline Retail | -5.35% | |
| Department Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| No data available | |||||