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South African (JSE) Specialty Stores Industry Analysis

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies15
  • 7D-0.3%
  • 3M-8.0%
  • 1Y-21.3%
  • YTD-0.9%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Weaver Fintech gained 20%. Unfortunately though, the industry is down 21% over the past 12 months. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

Has the South African Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 17 Jan 2026R265.5bR454.1bR22.7b9.3x11.7x0.6x
Mon, 15 Dec 2025R264.8bR454.1bR22.7b9x11.7x0.6x
Wed, 12 Nov 2025R267.0bR446.6bR19.5b9.3x13.7x0.6x
Fri, 10 Oct 2025R280.8bR442.3bR19.5b10.2x14.4x0.6x
Sun, 07 Sep 2025R274.9bR460.7bR18.8b8.8x14.6x0.6x
Tue, 05 Aug 2025R288.5bR460.4bR19.7b8.6x14.7x0.6x
Thu, 03 Jul 2025R298.3bR460.4bR19.7b8.8x15.2x0.6x
Sat, 31 May 2025R312.9bR455.7bR19.2b8.1x16.3x0.7x
Mon, 28 Apr 2025R295.3bR447.3bR18.1b7.9x16.3x0.7x
Wed, 26 Mar 2025R295.6bR447.4bR18.1b8.1x16.3x0.7x
Fri, 21 Feb 2025R306.4bR447.8bR18.2b9.6x16.8x0.7x
Sun, 19 Jan 2025R337.5bR447.8bR18.2b10.7x18.5x0.8x
Tue, 17 Dec 2024R363.1bR447.8bR18.2b11.8x19.9x0.8x
Thu, 14 Nov 2024R309.5bR450.7bR14.7b10.9x21.1x0.7x
Sat, 12 Oct 2024R314.6bR429.5bR14.1b10.3x22.3x0.7x
Mon, 09 Sep 2024R288.1bR430.2bR15.1b8.6x19.1x0.7x
Wed, 07 Aug 2024R266.1bR428.0bR15.4b7.2x17.3x0.6x
Fri, 05 Jul 2024R266.0bR428.0bR15.4b7.4x17.3x0.6x
Sun, 02 Jun 2024R223.2bR424.7bR14.8b7.2x15.1x0.5x
Tue, 30 Apr 2024R222.1bR421.0bR14.9b7.1x14.9x0.5x
Thu, 28 Mar 2024R222.3bR421.0bR15.0b6x14.9x0.5x
Sat, 24 Feb 2024R226.9bR410.8bR15.5b5.8x14.6x0.6x
Mon, 22 Jan 2024R213.8bR410.9bR15.7b5.7x13.6x0.5x
Wed, 20 Dec 2023R219.6bR410.9bR15.7b6x14x0.5x
Fri, 17 Nov 2023R229.3bR402.9bR22.9b7.3x10x0.6x
Sun, 15 Oct 2023R204.8bR399.9bR23.1b6.9x8.9x0.5x
Tue, 12 Sep 2023R201.7bR399.4bR23.1b6.8x8.7x0.5x
Thu, 10 Aug 2023R213.7bR382.9bR23.4b7.1x9.1x0.6x
Sat, 08 Jul 2023R202.3bR382.9bR23.4b6.7x8.6x0.5x
Mon, 05 Jun 2023R183.9bR375.0bR24.1b6.8x7.6x0.5x
Wed, 03 May 2023R201.7bR372.5bR24.6b6.9x8.2x0.5x
Fri, 31 Mar 2023R205.5bR372.1bR24.6b7.7x8.4x0.6x
Sun, 26 Feb 2023R220.5bR369.7bR24.4b7.1x9x0.6x
Tue, 24 Jan 2023R236.2bR354.6bR24.0b7.7x9.8x0.7x
Price to Earnings Ratio

9.8x


Total Market Cap: R236.2bTotal Earnings: R24.0bTotal Revenue: R354.6bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 14x202420252026
Current Industry PE
  • Investors are pessimistic on the South African Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 11.7x which is lower than its 3-year average PE of 14.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 8.6% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the South African Consumer Discretionary industry?

ZA Market2.59%
Consumer Discretionary-0.71%
Specialty Stores-0.26%
Home Furnishing Retail10.55%
Home Improvement Retail7.94%
Automotive Retail3.46%
Apparel Retail-2.55%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 17.4x.
    • Analysts are expecting annual earnings growth of 10.9%, which is higher than its past year's earnings growth of 4.7% per year.
  • Investors are most pessimistic about the Home Improvement Retail industry, which is trading below its 3-year average of 10.0x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 1.6% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 6.5% 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
WVR Weaver FintechR77.4019.5%
+R1.3b		158.4%PE15.9x
WBC We Buy Cars HoldingsR53.236.1%
+R1.3b		21.4%PE23.8x
ITE ItaltileR9.997.4%
+R820.9m		-24.0%PE8x
CSB CashbuildR152.006.9%
+R201.8m		-25.9%PE14.4x
MTH Motus HoldingsR129.430.7%
+R164.1m		15.3%PE9.3x

Latest News

NCS
R1.80
Nictus
7D
-36.8%
1Y
-10.0%

Slammed 35% Nictus Limited (JSE:NCS) Screens Well Here But There Might Be A Catch

Jan 16
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ITE
R9.99
Italtile
7D
7.4%
1Y
-24.0%

Italtile (JSE:ITE) Might Become A Compounding Machine

Jan 16
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WVR
R77.40
Weaver Fintech
7D
19.5%
1Y
158.4%
LEW
R95.80
Lewis Group
7D
-0.2%
1Y
20.8%
TFG
R85.13
Foschini Group
7D
0.1%
1Y
-46.8%

TFG: Hold Downgrade And Guidance Reset Will Support Future Recovery

Analysts now see limited upside for Foschini Group, with the latest research pointing to a ZAR 93 price target and a Hold stance. This aligns with only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.
MRP
R166.00
Mr Price Group
7D
-2.4%
1Y
-39.1%

MRP: Higher Interim Dividend Will Support Future Return Potential

Analysts have trimmed their fair value estimate for Mr Price Group from R553.99 to R521.17. This reflects slightly more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.
WBC
R53.23
We Buy Cars Holdings
7D
6.1%
1Y
21.4%

WBC: Future Earnings Potential Will Stay Solid With Fairly Balanced Risk Profile

Analysts have kept their price target for We Buy Cars Holdings essentially unchanged at A$55.67, reflecting only immaterial tweaks to inputs such as the discount rate and assumed future P/E that do not alter their overall view of the shares. Valuation Changes Fair Value: Kept steady at A$55.67 per share, indicating no change in the central valuation outcome.
MTH
R129.43
Motus Holdings
7D
0.7%
1Y
15.3%

MTH: Fair Value Will Likely Hold With Gradual Profitability Improvements

Analysts have kept their fair value estimate for Motus Holdings steady at R115.00, with small adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions guiding this unchanged price target. Valuation Changes Fair Value: Kept unchanged at ZAR115.00 per share.
PPH
R25.17
Pepkor Holdings
7D
-5.8%
1Y
-8.2%
TRU
R56.55
Truworths International
7D
-4.0%
1Y
-41.3%

TRU: Steady Fair Value And Margins Will Support Future Upside Potential

Analysts have kept their fair value estimate for Truworths International steady at R64.95 per share, with only minor tweaks to inputs such as the discount rate and assumed future P/E. They view these adjustments as refining rather than reshaping their overall view on the stock.
CMH
R35.01
Combined Motor Holdings
7D
-0.7%
1Y
7.7%
SPG
R18.02
Super Group
7D
-5.2%
1Y
-40.9%
CSB
R152.00
Cashbuild
7D
6.9%
1Y
-25.9%

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Nov 17
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