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South African (JSE) Specialty Stores Industry Analysis

UpdatedSep 20, 2024
DataAggregated Company Financials
Companies15
  • 7D4.5%
  • 3M12.7%
  • 1Y38.9%
  • YTD30.2%

The Specialty Stores industry is up 3.7% in the last week, with Pepkor Holdings up 6.0%. In the last 12 months, the industry was up 36%. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Sep 2024R302.8bR429.5bR14.2b9.5x21.4x0.7x
Sun, 18 Aug 2024R282.4bR428.0bR15.4b7.3x18.3x0.7x
Tue, 16 Jul 2024R267.5bR428.0bR15.4b7.3x17.4x0.6x
Thu, 13 Jun 2024R232.0bR426.6bR15.1b7.1x15.4x0.5x
Sat, 11 May 2024R233.8bR420.9bR14.9b7.1x15.7x0.6x
Mon, 08 Apr 2024R216.9bR421.0bR14.9b6.3x14.6x0.5x
Wed, 06 Mar 2024R225.4bR421.1bR14.9b6.1x15.1x0.5x
Fri, 02 Feb 2024R230.9bR410.9bR15.7b5.9x14.7x0.6x
Sun, 31 Dec 2023R227.1bR410.9bR15.7b6.1x14.5x0.6x
Tue, 28 Nov 2023R225.1bR406.4bR22.7b6.9x9.9x0.6x
Thu, 26 Oct 2023R206.3bR399.9bR23.1b7.2x8.9x0.5x
Sat, 23 Sep 2023R208.3bR399.4bR23.1b6.8x9x0.5x
Mon, 21 Aug 2023R208.2bR382.8bR23.4b7x8.9x0.5x
Wed, 19 Jul 2023R203.8bR382.9bR23.4b6.9x8.7x0.5x
Fri, 16 Jun 2023R205.8bR378.9bR23.8b7.1x8.6x0.5x
Sun, 14 May 2023R191.9bR373.1bR24.5b6.6x7.8x0.5x
Tue, 11 Apr 2023R205.1bR372.3bR24.5b7x8.4x0.6x
Thu, 09 Mar 2023R216.9bR369.5bR24.2b7.7x8.9x0.6x
Sat, 04 Feb 2023R237.6bR354.6bR24.0b8.2x9.9x0.7x
Mon, 02 Jan 2023R221.4bR354.4bR24.0b6.8x9.2x0.6x
Wed, 30 Nov 2022R231.3bR354.4bR24.0b6.7x9.6x0.7x
Fri, 28 Oct 2022R241.4bR346.4bR22.9b6.6x10.5x0.7x
Sun, 25 Sep 2022R239.5bR345.7bR22.8b7.4x10.5x0.7x
Tue, 23 Aug 2022R248.0bR335.9bR21.3b8.7x11.6x0.7x
Thu, 21 Jul 2022R233.5bR335.9bR21.3b8.3x11x0.7x
Sat, 18 Jun 2022R243.0bR334.5bR20.6b8.3x11.8x0.7x
Mon, 16 May 2022R253.5bR328.4bR16.1b8.3x15.7x0.8x
Wed, 13 Apr 2022R271.0bR327.8bR16.1b8.4x16.9x0.8x
Fri, 11 Mar 2022R246.2bR327.6bR16.0b9.6x15.3x0.8x
Sun, 06 Feb 2022R259.8bR326.1bR15.0b10.5x17.4x0.8x
Tue, 04 Jan 2022R256.8bR326.1bR14.9b10.4x17.2x0.8x
Thu, 02 Dec 2021R256.9bR326.1bR14.9b10.2x17.2x0.8x
Sat, 30 Oct 2021R264.2bR305.0bR7.2b8.9x36.9x0.9x
Mon, 27 Sep 2021R259.4bR303.0bR6.9b11.1x37.7x0.9x
Price to Earnings Ratio

37.7x


Total Market Cap: R259.4bTotal Earnings: R6.9bTotal Revenue: R303.0bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 14.2x202220232024
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 21.1x which is higher than its 3-year average PE of 14.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.65x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 27% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market3.03%
Consumer Discretionary4.47%
Specialty Stores4.48%
Apparel Retail5.09%
Home Improvement Retail4.00%
Home Furnishing Retail3.90%
Automotive Retail1.68%
Computer and Electronics Retail0%
Specialty Stores0%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 28.9x.
    • Analysts are expecting annual earnings growth of 25.6%, which is higher than its past year's earnings growth of 0.2% 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 6.1x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 27% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 21% 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
PPH Pepkor HoldingsR23.206.0%
+R4.8b
35.1%PS0.9x
TFG Foschini GroupR147.487.6%
+R3.4b
48.9%PE15.8x
MRP Mr Price GroupR245.523.0%
+R1.8b
81.7%PE19.2x
TRU Truworths InternationalR98.863.5%
+R1.3b
32.8%PE9.5x
MTH Motus HoldingsR119.993.5%
+R710.9m
28.7%PE8.7x
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Latest News

TRU

R98.86

Truworths International

7D

3.5%

1Y

32.8%

ITE

R12.17

Italtile

7D

3.8%

1Y

5.0%

TFG

R147.48

Foschini Group

7D

7.6%

1Y

48.9%

PPH

R23.20

Pepkor Holdings

7D

6.0%

1Y

35.1%

MTH

R119.99

Motus Holdings

7D

3.5%

1Y

28.7%

MRP

R245.52

Mr Price Group

7D

3.0%

1Y

81.7%

CSB

R166.00

Cashbuild

7D

5.1%

1Y

5.7%

LEW

R66.85

Lewis Group

7D

7.8%

1Y

70.5%

WBC

R29.99

We Buy Cars Holdings

7D

-1.6%

1Y

n/a