Narrative Update • Jul 23

Over the last 7 days, the Broadline Retail industry has dropped 6.0%, driven by pullbacks from every company within the industry. However, the industry is down 31% over the past year. Earnings are forecast to grow by 6.8% annually.
Has the South African Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | R654.6b | R263.3b | R85.2b | 15.6x | 7.7x | 2.5x |
| Thu, 25 Jun 2026 | R666.2b | R212.0b | R97.1b | 16.9x | 6.9x | 3.1x |
| Sat, 23 May 2026 | R683.1b | R210.8b | R96.3b | 16.6x | 7.1x | 3.2x |
| Mon, 20 Apr 2026 | R771.7b | R209.6b | R95.3b | 17.7x | 8.1x | 3.7x |
| Wed, 18 Mar 2026 | R795.9b | R212.6b | R97.6b | 17.6x | 8.2x | 3.7x |
| Fri, 13 Feb 2026 | R744.9b | R204.8b | R94.1b | 13.8x | 7.9x | 3.6x |
| Sun, 11 Jan 2026 | R905.2b | R209.1b | R97.3b | 15.3x | 9.3x | 4.3x |
| Tue, 09 Dec 2025 | R856.4b | R213.4b | R100.4b | 14.4x | 8.5x | 4x |
| Thu, 06 Nov 2025 | R1.0t | R204.5b | R95.9b | 14.9x | 10.5x | 4.9x |
| Sat, 04 Oct 2025 | R1.1t | R203.2b | R94.9b | 15.2x | 11.2x | 5.2x |
| Mon, 01 Sep 2025 | R956.3b | R205.2b | R97.7b | 12.7x | 9.8x | 4.7x |
| Wed, 30 Jul 2025 | R950.3b | R206.9b | R99.0b | 12.2x | 9.6x | 4.6x |
| Fri, 27 Jun 2025 | R903.2b | R206.8b | R98.8b | 12.3x | 9.1x | 4.4x |
| Sun, 25 May 2025 | R876.6b | R201.0b | R64.8b | 15.4x | 13.5x | 4.4x |
| Tue, 22 Apr 2025 | R779.2b | R208.0b | R68.4b | 14.2x | 11.4x | 3.7x |
| Thu, 20 Mar 2025 | R853.6b | R202.9b | R65.8b | 14.7x | 13x | 4.2x |
| Sat, 15 Feb 2025 | R815.0b | R202.6b | R66.3b | 16x | 12.3x | 4x |
| Mon, 13 Jan 2025 | R665.5b | R207.7b | R68.9b | 15.1x | 9.7x | 3.2x |
| Wed, 11 Dec 2024 | R773.7b | R199.1b | R64.5b | 17x | 12x | 3.9x |
| Fri, 08 Nov 2024 | R740.6b | R187.9b | R56.7b | 17.3x | 13.1x | 3.9x |
| Sun, 06 Oct 2024 | R801.8b | R188.9b | R57.2b | 18.4x | 14x | 4.2x |
| Tue, 03 Sep 2024 | R685.7b | R188.8b | R59.4b | 13.6x | 11.5x | 3.6x |
| Thu, 01 Aug 2024 | R664.8b | R191.2b | R60.6b | 12.8x | 11x | 3.5x |
| Sat, 29 Jun 2024 | R679.3b | R191.1b | R60.5b | 13.1x | 11.2x | 3.6x |
| Mon, 27 May 2024 | R741.6b | R203.5b | R84.3b | 11.8x | 8.8x | 3.6x |
| Wed, 24 Apr 2024 | R674.3b | R208.4b | R87.4b | 10.7x | 7.7x | 3.2x |
| Fri, 22 Mar 2024 | R612.0b | R205.9b | R85.8b | 11x | 7.1x | 3x |
| Sun, 18 Feb 2024 | R655.3b | R204.8b | R86.5b | 11.5x | 7.6x | 3.2x |
| Tue, 16 Jan 2024 | R604.4b | R203.5b | R85.7b | 11.5x | 7.1x | 3x |
| Thu, 14 Dec 2023 | R686.7b | R206.2b | R87.4b | 11.5x | 7.9x | 3.3x |
| Sat, 11 Nov 2023 | R651.5b | R199.4b | R74.9b | 12.4x | 8.7x | 3.3x |
| Mon, 09 Oct 2023 | R540.9b | R203.1b | R77.0b | 11x | 7x | 2.7x |
| Wed, 06 Sep 2023 | R689.5b | R202.5b | R76.7b | 12.7x | 9x | 3.4x |
| Fri, 04 Aug 2023 | R729.3b | R210.8b | R75.2b | 12.9x | 9.7x | 3.5x |
9.7x
How does South African Broadline Retail compare with similar industries?
| ZA Market | 0.63% | |
| Consumer Discretionary | -1.18% | |
| General Merchandise and Department Stores | -1.24% | |
| Broadline Retail | -1.24% | |
| Department Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NPN Naspers | R822.77 | 0.04% +R226.3m | -28.5% | PE7.4x |