Narrative Update • May 16
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South African (JSE) Broadline Retail Industry Analysis
UpdatedJul 20, 2026
DataAggregated Company Financials
Companies2
- 7D-2.4%
- 3M-11.7%
- 1Y-23.7%
- YTDn/a
Over the last 7 days, the Broadline Retail industry has dropped 2.4%, driven by pullbacks from every company within the industry. Overall the industry is down 24% in 12 months. Looking forward, earnings are forecast to grow by 6.9% annually.
Industry Valuation and Performance
Has the South African Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 20 Jul 2026 | R676.4b | R260.8b | R84.0b | 16.3x | 8x | 2.6x |
| Wed, 17 Jun 2026 | R700.3b | R209.0b | R94.9b | 17.3x | 7.4x | 3.4x |
| Fri, 15 May 2026 | R691.7b | R211.1b | R96.5b | 16.6x | 7.2x | 3.3x |
| Sun, 12 Apr 2026 | R729.0b | R210.7b | R96.2b | 17x | 7.6x | 3.5x |
| Tue, 10 Mar 2026 | R721.0b | R210.2b | R95.8b | 17.2x | 7.5x | 3.4x |
| Thu, 05 Feb 2026 | R770.0b | R205.7b | R94.7b | 14x | 8.1x | 3.7x |
| Sat, 03 Jan 2026 | R909.5b | R209.0b | R97.2b | 14.9x | 9.4x | 4.4x |
| Mon, 01 Dec 2025 | R882.0b | R214.0b | R100.8b | 14.7x | 8.8x | 4.1x |
| Wed, 29 Oct 2025 | R1.0t | R202.8b | R94.6b | 15.2x | 10.9x | 5.1x |
| Fri, 26 Sep 2025 | R986.7b | R204.9b | R96.2b | 14.4x | 10.3x | 4.8x |
| Sun, 24 Aug 2025 | R957.3b | R203.8b | R96.6b | 12.7x | 9.9x | 4.7x |
| Tue, 22 Jul 2025 | R924.6b | R205.1b | R97.6b | 12x | 9.5x | 4.5x |
| Thu, 19 Jun 2025 | R878.0b | R202.2b | R65.4b | 14.5x | 13.4x | 4.3x |
| Sat, 17 May 2025 | R907.5b | R202.5b | R65.6b | 15.6x | 13.8x | 4.5x |
| Mon, 14 Apr 2025 | R745.4b | R209.7b | R69.2b | 13.2x | 10.8x | 3.6x |
| Wed, 12 Mar 2025 | R811.7b | R203.7b | R66.2b | 14.3x | 12.3x | 4x |
| Fri, 07 Feb 2025 | R722.6b | R203.5b | R66.7b | 15.5x | 10.8x | 3.6x |
| Sun, 05 Jan 2025 | R729.5b | R205.3b | R67.7b | 16x | 10.8x | 3.6x |
| Tue, 03 Dec 2024 | R756.0b | R193.6b | R59.5b | 17.1x | 12.7x | 3.9x |
| Thu, 31 Oct 2024 | R755.6b | R190.0b | R57.7b | 17.9x | 13.1x | 4x |
| Sat, 28 Sep 2024 | R784.6b | R186.5b | R56.0b | 18.6x | 14x | 4.2x |
| Mon, 26 Aug 2024 | R697.0b | R188.0b | R59.0b | 13.8x | 11.8x | 3.7x |
| Wed, 24 Jul 2024 | R659.5b | R192.4b | R61.2b | 12.5x | 10.8x | 3.4x |
| Fri, 21 Jun 2024 | R703.6b | R200.4b | R82.4b | 11.7x | 8.5x | 3.5x |
| Sun, 19 May 2024 | R745.7b | R201.7b | R83.2b | 12.1x | 9x | 3.7x |
| Tue, 16 Apr 2024 | R635.7b | R207.5b | R86.8b | 10.6x | 7.3x | 3.1x |
| Thu, 14 Mar 2024 | R609.2b | R204.7b | R85.1b | 11.2x | 7.2x | 3x |
| Sat, 10 Feb 2024 | R677.5b | R206.0b | R87.2b | 11.5x | 7.8x | 3.3x |
| Mon, 08 Jan 2024 | R623.4b | R203.6b | R85.7b | 11.6x | 7.3x | 3.1x |
| Wed, 06 Dec 2023 | R689.1b | R205.8b | R87.1b | 11.8x | 7.9x | 3.3x |
| Fri, 03 Nov 2023 | R622.3b | R197.2b | R73.7b | 12.5x | 8.4x | 3.2x |
| Sun, 01 Oct 2023 | R532.8b | R200.6b | R75.6b | 11.2x | 7x | 2.7x |
| Tue, 29 Aug 2023 | R667.8b | R209.8b | R74.6b | 12.4x | 8.9x | 3.2x |
| Thu, 27 Jul 2023 | R693.4b | R203.6b | R71.2b | 12.8x | 9.7x | 3.4x |
Price to Earnings Ratio
9.7x
Current Industry PE
- There are only 2 companies in the South African Broadline 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 Broadline Retail industry have grown 5.8% 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 Comparison
How does South African Broadline Retail compare with similar industries?
| ZA Market | -0.62% | |
| Consumer Discretionary | -2.25% | |
| General Merchandise and Department Stores | -2.41% | |
| Broadline Retail | -2.41% | |
| Department Stores | 0% | 0 |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NPN Naspers | R855.70 | 1.0% +R6.2b | -24.2% | PE7.9x |