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South African (JSE) Specialty Stores Industry Analysis

UpdatedJan 19, 2025
DataAggregated Company Financials
Companies15
  • 7D-0.8%
  • 3M7.2%
  • 1Y48.6%
  • YTD-4.8%

The Specialty Stores is pretty flat in the last 7 days, but Super Group has stood out, gaining 4.6%. As for the the longer term, the industry is up 49% over the past 12 months. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 22 Dec 2022R225.1bR354.4bR24.0b6.9x9.4x0.6x
Sat, 19 Nov 2022R243.9bR350.9bR23.4b6.8x10.4x0.7x
Mon, 17 Oct 2022R234.2bR345.8bR22.8b6.6x10.3x0.7x
Wed, 14 Sep 2022R258.8bR345.7bR22.8b7.3x11.3x0.7x
Fri, 12 Aug 2022R250.7bR335.9bR21.3b8.3x11.8x0.7x
Sun, 10 Jul 2022R233.9bR335.9bR21.3b8.3x11x0.7x
Tue, 07 Jun 2022R258.7bR328.6bR16.1b8.3x16x0.8x
Thu, 05 May 2022R251.3bR328.4bR16.1b8.4x15.6x0.8x
Sat, 02 Apr 2022R270.9bR327.8bR16.1b8.7x16.9x0.8x
Mon, 28 Feb 2022R258.3bR328.4bR16.1b9.7x16x0.8x
Wed, 26 Jan 2022R262.5bR326.1bR15.0b10.4x17.5x0.8x
Price to Earnings Ratio

17.5x


Total Market Cap: R262.5bTotal Earnings: R15.0bTotal Revenue: R326.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 13.4x202320242025
Current Industry PE
  • Investors are optimistic on the South African Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 18.5x which is higher than its 3-year average PE of 13.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.64x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 6.7% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market1.01%
Consumer Discretionary0.31%
Specialty Stores-0.78%
Automotive Retail0.59%
Computer and Electronics Retail0%
Specialty Stores0%
Home Furnishing Retail-0.059%
Apparel Retail-1.03%
Home Improvement Retail-1.27%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 17.1x.
    • Analysts are expecting annual earnings growth of 20.2%, which is higher than its past year's earnings growth of 12.8% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 6.4x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 43% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings decline by 32% 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
SPG Super GroupR30.504.6%
+R457.3m
9.0%PE237.6x
CSB CashbuildR205.001.0%
+R41.7m
22.7%PE50.9x
RTN Rex Trueform GroupR13.4114.4%
+R36.9m
-10.6%PS0.4x
NCS NictusR2.0037.9%
+R29.4m
292.2%PE5.1x
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