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South African (JSE) Specialty Stores Industry Analysis
UpdatedAug 11, 2025
DataAggregated Company Financials
Companies15
- 7D-2.7%
- 3M-8.6%
- 1Y4.3%
- YTD-21.0%
Over the last 7 days, the Specialty Stores industry has dropped 2.7%, driven by a pullback from Foschini Group of 7.5%. Over the past 12 months, the industry was up 4.3%. Earnings are forecast to grow by 24% annually.
Industry Valuation and Performance
Has the South African Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 11 Aug 2025 | R280.2b | R460.4b | R19.7b | 8.6x | 14.2x | 0.6x |
| Wed, 09 Jul 2025 | R302.4b | R460.4b | R19.7b | 8.8x | 15.4x | 0.7x |
| Fri, 06 Jun 2025 | R309.8b | R455.7b | R19.2b | 8.4x | 16.2x | 0.7x |
| Sun, 04 May 2025 | R302.0b | R447.8b | R18.1b | 7.8x | 16.7x | 0.7x |
| Tue, 01 Apr 2025 | R285.9b | R447.3b | R18.1b | 7.9x | 15.8x | 0.6x |
| Thu, 27 Feb 2025 | R305.2b | R447.8b | R18.2b | 9.2x | 16.8x | 0.7x |
| Sat, 25 Jan 2025 | R320.0b | R447.8b | R18.2b | 10.7x | 17.6x | 0.7x |
| Mon, 23 Dec 2024 | R361.6b | R447.8b | R18.2b | 11.1x | 19.9x | 0.8x |
| Wed, 20 Nov 2024 | R319.8b | R450.7b | R14.7b | 10.8x | 21.8x | 0.7x |
| Fri, 18 Oct 2024 | R313.9b | R429.5b | R14.1b | 10.4x | 22.3x | 0.7x |
| Sun, 15 Sep 2024 | R290.4b | R429.5b | R14.2b | 8.8x | 20.5x | 0.7x |
| Tue, 13 Aug 2024 | R265.8b | R428.0b | R15.4b | 7.2x | 17.3x | 0.6x |
| Thu, 11 Jul 2024 | R261.2b | R428.0b | R15.4b | 7.2x | 17x | 0.6x |
| Sat, 08 Jun 2024 | R231.8b | R425.1b | R14.8b | 7.2x | 15.6x | 0.5x |
| Mon, 06 May 2024 | R229.2b | R421.0b | R14.9b | 7x | 15.4x | 0.5x |
| Wed, 03 Apr 2024 | R218.2b | R421.0b | R14.9b | 6.5x | 14.6x | 0.5x |
| Fri, 01 Mar 2024 | R220.8b | R420.2b | R14.8b | 6x | 14.9x | 0.5x |
| Sun, 28 Jan 2024 | R231.5b | R410.9b | R15.7b | 5.8x | 14.8x | 0.6x |
| Tue, 26 Dec 2023 | R221.4b | R410.9b | R15.7b | 5.9x | 14.1x | 0.5x |
| Thu, 23 Nov 2023 | R228.6b | R402.9b | R22.9b | 7.2x | 10x | 0.6x |
| Sat, 21 Oct 2023 | R198.4b | R399.9b | R23.1b | 7.2x | 8.6x | 0.5x |
| Mon, 18 Sep 2023 | R197.1b | R399.4b | R23.1b | 6.9x | 8.5x | 0.5x |
| Wed, 16 Aug 2023 | R211.4b | R382.9b | R23.4b | 7.1x | 9x | 0.6x |
| Fri, 14 Jul 2023 | R209.6b | R382.9b | R23.4b | 6.9x | 8.9x | 0.5x |
| Sun, 11 Jun 2023 | R199.6b | R378.9b | R23.8b | 7x | 8.4x | 0.5x |
| Tue, 09 May 2023 | R198.2b | R373.1b | R24.5b | 6.9x | 8.1x | 0.5x |
| Thu, 06 Apr 2023 | R206.6b | R372.1b | R24.6b | 7x | 8.4x | 0.6x |
| Sat, 04 Mar 2023 | R216.3b | R369.5b | R24.3b | 7.8x | 8.9x | 0.6x |
| Mon, 30 Jan 2023 | R235.0b | R354.6b | R24.0b | 8.1x | 9.8x | 0.7x |
| Wed, 28 Dec 2022 | R224.3b | R354.4b | R24.0b | 6.8x | 9.3x | 0.6x |
| Fri, 25 Nov 2022 | R236.2b | R350.9b | R23.4b | 6.8x | 10.1x | 0.7x |
| Sun, 23 Oct 2022 | R231.8b | R346.4b | R22.9b | 6.6x | 10.1x | 0.7x |
| Tue, 20 Sep 2022 | R244.5b | R345.7b | R22.8b | 7.4x | 10.7x | 0.7x |
| Thu, 18 Aug 2022 | R257.6b | R335.9b | R21.3b | 9x | 12.1x | 0.8x |
Price to Earnings Ratio
12.1x
Current Industry PE
- Investors are relatively neutral on the South African Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 13.6x.
- The industry is trading close to its 3-year average PS ratio of 0.62x.
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 11% 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 | 2.25% | |
| Consumer Discretionary | 1.40% | |
| Specialty Stores | -2.72% | |
| Home Furnishing Retail | -0.43% | |
| Apparel Retail | -2.59% | |
| Automotive Retail | -2.91% | |
| Home Improvement Retail | -5.09% | |
Industry PE
- Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 16.9x.
- Analysts are expecting annual earnings growth of 26.3%, which is higher than its past year's earnings growth of 11.2% per year.
- Investors are most pessimistic about the Home Furnishing Retail industry, which is trading close to its 3-year average of 6.6x.
Forecasted Growth
- Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings growth rate of 11% per year.
- In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 8.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| No data available | |||||