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South African (JSE) Specialty Stores Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies15
  • 7D-2.4%
  • 3M-4.9%
  • 1Y-22.3%
  • YTD-14.8%

Over the last 7 days, the Specialty Stores industry has dropped 2.4%, driven by a pullback from Mr Price Group of 3.7%. The industry has fallen 22% in the last year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jul 2026R226.8bR467.0bR21.7b11.6x10.5x0.5x
Thu, 18 Jun 2026R237.5bR467.0bR21.6b11.9x11x0.5x
Sat, 16 May 2026R221.7bR457.1bR22.8b6.9x9.7x0.5x
Mon, 13 Apr 2026R242.5bR455.8bR22.8b8.2x10.7x0.5x
Wed, 11 Mar 2026R255.1bR457.9bR22.8b8.5x11.2x0.6x
Fri, 06 Feb 2026R263.9bR454.1bR22.7b9.2x11.6x0.6x
Sun, 04 Jan 2026R268.0bR454.1bR22.7b9.2x11.8x0.6x
Tue, 02 Dec 2025R270.2bR452.2bR22.6b9.1x11.9x0.6x
Thu, 30 Oct 2025R274.4bR443.3bR19.8b9.6x13.9x0.6x
Sat, 27 Sep 2025R270.1bR442.3bR19.5b8.7x13.9x0.6x
Mon, 25 Aug 2025R282.3bR460.7bR19.8b8.7x14.3x0.6x
Wed, 23 Jul 2025R294.0bR460.4bR19.7b8.6x14.9x0.6x
Fri, 20 Jun 2025R291.4bR460.6bR19.7b8x14.8x0.6x
Sun, 18 May 2025R307.8bR447.8bR18.1b8.1x17x0.7x
Tue, 15 Apr 2025R284.6bR447.3bR18.1b7.9x15.7x0.6x
Thu, 13 Mar 2025R287.9bR449.3bR18.2b8.6x15.8x0.6x
Sat, 08 Feb 2025R320.4bR447.8bR18.2b10x17.6x0.7x
Mon, 06 Jan 2025R353.7bR447.8bR18.2b11.4x19.4x0.8x
Wed, 04 Dec 2024R353.1bR447.8bR18.2b11.3x19.4x0.8x
Fri, 01 Nov 2024R316.8bR451.2bR14.7b10.7x21.5x0.7x
Sun, 29 Sep 2024R322.1bR429.5bR14.1b10.4x22.9x0.7x
Tue, 27 Aug 2024R298.5bR428.0bR15.4b7.3x19.3x0.7x
Thu, 25 Jul 2024R269.0bR428.0bR15.4b7.3x17.5x0.6x
Sat, 22 Jun 2024R268.3bR428.1bR15.4b7.2x17.4x0.6x
Mon, 20 May 2024R238.7bR420.9bR14.9b7.2x16x0.6x
Wed, 17 Apr 2024R219.2bR421.0bR14.9b6.9x14.7x0.5x
Fri, 15 Mar 2024R228.2bR422.2bR15.0b5.9x15.3x0.5x
Sun, 11 Feb 2024R229.5bR410.9bR15.7b5.9x14.6x0.6x
Tue, 09 Jan 2024R217.7bR410.9bR15.7b6x13.9x0.5x
Thu, 07 Dec 2023R224.7bR410.9bR15.7b6.1x14.3x0.5x
Sat, 04 Nov 2023R222.8bR399.9bR23.1b7.3x9.6x0.6x
Mon, 02 Oct 2023R209.5bR399.4bR23.1b6.8x9.1x0.5x
Wed, 30 Aug 2023R212.1bR382.8bR23.2b7x9.1x0.6x
Fri, 28 Jul 2023R213.0bR382.9bR23.4b7.2x9.1x0.6x
Price to Earnings Ratio

9.1x


Total Market Cap: R213.0bTotal Earnings: R23.4bTotal Revenue: R382.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 14.4x202420252026
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 10.5x which is lower than its 3-year average PE of 14.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 2.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.8% 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, which has decreased profits.

Industry Trends

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

ZA Market-1.49%
Consumer Discretionary-0.32%
Specialty Stores-2.36%
Home Improvement Retail-0.44%
Automotive Retail-1.59%
Apparel Retail-2.63%
Home Furnishing Retail-3.89%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 17.7x.
    • Analysts are expecting annual earnings growth of 11.6%, which is higher than its past year's earnings decline of 11.5% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, which is trading close to its 3-year average of 7.3x.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 1.2% per year.
  • In contrast, the Apparel Retail industry is expected to see its earnings grow by 12% 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
No data available

Latest News

ITE
R9.50
Italtile
7D
-2.1%
1Y
-4.1%
LEW
R93.00
Lewis Group
7D
-5.5%
1Y
8.2%
TFG
R54.65
Foschini Group
7D
-8.9%
1Y
-57.2%
Narrative Update • Jul 13

TFG: Earnings Guidance And Margin Pressure Will Drive A Weaker Outlook

Analysts have reduced their fair value estimate for Foschini Group from ZAR92.50 to ZAR54.00, citing updated assumptions that include a lower projected P/E multiple, softer revenue growth expectations, and a more modest profit margin outlook. What's in the News Foschini Group issued earnings guidance for the financial year ended 31 March 2026, indicating that earnings per share are expected in a range of 343.2 cents to 441.3 cents, which would represent a decline of 65% to 55% compared with the prior period (source: company guidance).
MRP
R167.00
Mr Price Group
7D
-7.2%
1Y
-22.3%
WVR
R51.01
Weaver Fintech
7D
-6.5%
1Y
37.9%
PPH
R20.96
Pepkor Holdings
7D
-2.2%
1Y
-22.2%
Narrative Update • Jun 24

PPH: Retail Platform Customer Scale Will Support Future Upside Cash Flows

Analysts have slightly reduced their fair value estimate for Pepkor Holdings, trimming the price target from ZAR29.79 to ZAR29.45. This reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.
TRU
R52.20
Truworths International
7D
-7.2%
1Y
-25.2%
Narrative Update • Jun 18

TRU: Fair Value View Will Balance Dividend Appeal And Slightly Higher P/E

Analysts have kept the Truworths International price target steady at ZAR53.00, with minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions underpinning the unchanged valuation view. What’s in the News for Truworths International No recent Truworths International news items were identified in the sources provided.
MTH
R106.27
Motus Holdings
7D
-2.5%
1Y
13.4%
Narrative Update • Jun 16

MTH: Dividend And Bolt On Acquisitions Will Support Future Upside Potential

Analysts have kept their ZAR 156.69 price target on Motus Holdings unchanged, highlighting relatively stable assumptions around the discount rate, revenue growth, profit margins and future P/E in their latest models. What’s in the News for Motus Holdings No recent news stories for Motus Holdings are available from the provided primary sources.