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South African (JSE) Specialty Stores Industry Analysis

UpdatedDec 01, 2022
DataAggregated Company Financials
Companies13
  • 7D-0.7%
  • 3M-5.4%
  • 1Y-8.0%
  • YTD-7.3%

In the last week, the Specialty Stores industry is flat overall, with Truworths International standing out by going down 3.7%. As for the longer term, the industry has declined 8.0% in the last year. As for the next few years, earnings are expected to grow by 5.5% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Dec 2022R234.9bR354.4bR24.0b6.7x9.8x0.7x
Sat, 29 Oct 2022R241.7bR346.4bR22.9b6.6x10.6x0.7x
Mon, 26 Sep 2022R239.5bR345.7bR22.8b7.4x10.5x0.7x
Wed, 24 Aug 2022R248.1bR335.9bR21.3b8.8x11.6x0.7x
Fri, 22 Jul 2022R235.6bR335.9bR21.3b8.3x11.1x0.7x
Sun, 19 Jun 2022R243.0bR334.5bR20.6b8.3x11.8x0.7x
Tue, 17 May 2022R256.3bR328.4bR16.1b8.3x15.9x0.8x
Thu, 14 Apr 2022R268.7bR327.8bR16.1b8.4x16.7x0.8x
Sat, 12 Mar 2022R250.9bR327.6bR16.0b9.5x15.6x0.8x
Mon, 07 Feb 2022R259.8bR326.1bR15.0b10.5x17.4x0.8x
Wed, 05 Jan 2022R259.2bR326.1bR14.9b10.5x17.4x0.8x
Fri, 03 Dec 2021R258.9bR326.1bR14.9b10.1x17.4x0.8x
Sun, 31 Oct 2021R266.0bR305.0bR7.2b8.9x37.1x0.9x
Tue, 28 Sep 2021R257.6bR303.0bR6.9b10.9x37.4x0.9x
Thu, 26 Aug 2021R274.8bR303.0bR6.9b10.2x39.9x0.9x
Fri, 02 Jul 2021R263.3bR303.0bR6.9b10.6x38.2x0.9x
Mon, 05 Apr 2021R226.7bR292.9bR3.5b13.1x63.9x0.8x
Thu, 07 Jan 2021R188.7bR280.4bR1.3b11.9x147.8x0.7x
Wed, 30 Sep 2020R153.5bR275.8bR2.2b13.4x69.1x0.6x
Sat, 04 Jul 2020R135.7bR273.8bR5.7b12.1x23.9x0.5x
Tue, 07 Apr 2020R121.6bR285.3bR11.5b9.4x10.5x0.4x
Fri, 10 Jan 2020R217.7bR293.3bR14.3b13.4x15.3x0.7x
Price to Earnings Ratio

14.6x


Total Market Cap: R215.2bTotal Earnings: R14.8bTotal Revenue: R292.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 38.3x202020212022
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 9.8x which is lower than its 3-year average PE of 38.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 6.6% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

ZA Market1.40%
Consumer Discretionary2.94%
Specialty Stores-0.66%
Home Furnishing Retail1.08%
Computer and Electronics Retail0%
Specialty Stores0%
Home Improvement Retail-0.32%
Apparel Retail-0.59%
Automotive Retail-1.46%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 44.3x.
    • Analysts are expecting annual earnings growth of 5.2%, which is lower than the prior year's growth of 55.1% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, which is trading close to its 3-year average of 6.3x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 7.4% over the next 5 years.
  • However this is lower than its past earnings growth rate of 36% per year.
  • In contrast, the Apparel Retail industry is expected to see its earnings grow by 5.2% 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
TFG Foschini GroupR106.920.5%
+R174.0m
-13.9%PE10.2x
LEW Lewis GroupR50.001.1%
+R32.8m
5.8%PE6.1x
CMH Combined Motor HoldingsR28.501.0%
+R21.7m
11.5%PE4.7x
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Latest News

NCS

R0.60

Nictus

7D

-3.2%

1Y

-33.3%

PPH

R22.02

Pepkor Holdings

7D

-0.1%

1Y

-1.3%

MRP

R169.21

Mr Price Group

7D

-0.8%

1Y

-19.4%

LEW

R50.00

Lewis Group

7D

1.1%

1Y

5.8%

TFG

R106.92

Foschini Group

7D

0.5%

1Y

-13.9%

MTH

R116.66

Motus Holdings

7D

-2.0%

1Y

4.8%

CMH

R28.50

Combined Motor Holdings

7D

1.0%

1Y

11.5%

SPG

R26.37

Super Group

7D

-0.9%

1Y

-20.8%

ITE

R13.70

Italtile

7D

-0.4%

1Y

-15.4%

TRU

R55.39

Truworths International

7D

-3.7%

1Y

8.5%