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South African (JSE) Specialty Stores Industry Analysis

UpdatedSep 27, 2025
DataAggregated Company Financials
Companies15
  • 7D-4.2%
  • 3M-8.4%
  • 1Y-16.3%
  • YTD-23.8%

Over the last 7 days, the Specialty Stores industry has dropped 4.2%, driven by Pepkor Holdings declining 5.7%. Overall the industry is down 16% in 12 months. Looking forward, 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 28 Sep 2025R270.1bR442.3bR19.5b8.7x13.9x0.6x
Tue, 26 Aug 2025R281.4bR460.5bR19.8b8.9x14.2x0.6x
Thu, 24 Jul 2025R292.0bR460.4bR19.7b8.6x14.8x0.6x
Sat, 21 Jun 2025R292.0bR460.6bR19.7b8.2x14.8x0.6x
Mon, 19 May 2025R307.8bR447.8bR18.1b8.1x17x0.7x
Wed, 16 Apr 2025R284.0bR447.3bR18.1b7.9x15.7x0.6x
Fri, 14 Mar 2025R284.1bR449.3bR18.2b8.5x15.6x0.6x
Sun, 09 Feb 2025R320.4bR447.8bR18.2b10x17.6x0.7x
Tue, 07 Jan 2025R350.9bR447.8bR18.2b11.2x19.3x0.8x
Thu, 05 Dec 2024R358.6bR447.8bR18.2b11.5x19.7x0.8x
Sat, 02 Nov 2024R315.6bR451.2bR14.7b10.8x21.5x0.7x
Mon, 30 Sep 2024R322.1bR429.5bR14.1b10.4x22.9x0.7x
Wed, 28 Aug 2024R298.2bR428.1bR15.4b7.4x19.3x0.7x
Fri, 26 Jul 2024R266.4bR428.0bR15.4b7.3x17.3x0.6x
Sun, 23 Jun 2024R268.3bR428.1bR15.4b7.2x17.4x0.6x
Tue, 21 May 2024R239.4bR420.9bR14.9b7.2x16.1x0.6x
Thu, 18 Apr 2024R216.3bR421.0bR14.9b6.9x14.5x0.5x
Sat, 16 Mar 2024R224.7bR422.2bR15.0b6x15x0.5x
Mon, 12 Feb 2024R229.5bR410.9bR15.7b5.9x14.6x0.6x
Wed, 10 Jan 2024R220.0bR410.9bR15.7b5.9x14x0.5x
Fri, 08 Dec 2023R220.5bR410.9bR15.7b6.1x14.1x0.5x
Sun, 05 Nov 2023R222.8bR399.9bR23.1b7.3x9.6x0.6x
Tue, 03 Oct 2023R209.5bR399.4bR23.1b6.8x9.1x0.5x
Thu, 31 Aug 2023R208.0bR391.0bR23.3b7x8.9x0.5x
Sat, 29 Jul 2023R220.0bR382.9bR23.4b7.1x9.4x0.6x
Mon, 26 Jun 2023R194.2bR382.9bR23.4b6.9x8.3x0.5x
Wed, 24 May 2023R187.1bR373.1bR24.5b6.5x7.6x0.5x
Fri, 21 Apr 2023R206.3bR372.5bR24.6b7x8.4x0.6x
Sun, 19 Mar 2023R198.6bR372.1bR24.6b7.5x8.1x0.5x
Tue, 14 Feb 2023R230.5bR354.6bR24.0b8x9.6x0.7x
Thu, 12 Jan 2023R233.0bR354.6bR24.0b7.4x9.7x0.7x
Sat, 10 Dec 2022R226.7bR354.4bR24.0b6.9x9.4x0.6x
Mon, 07 Nov 2022R246.3bR346.4bR22.9b6.7x10.8x0.7x
Wed, 05 Oct 2022R238.7bR345.7bR22.8b7.4x10.5x0.7x
Price to Earnings Ratio

10.5x


Total Market Cap: R238.7bTotal Earnings: R22.8bTotal Revenue: R345.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 13.7x202320242025
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 13.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 5.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.6% 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 Market0.17%
Consumer Discretionary-1.35%
Specialty Stores-4.24%
Home Furnishing Retail0.33%
Home Improvement Retail-2.93%
Automotive Retail-3.20%
Apparel Retail-4.76%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 17.0x.
    • Analysts are expecting annual earnings growth of 27.4%, which is higher than its past year's earnings growth of 5.2% 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 27% over the next 5 years.
  • This is better than its past earnings growth rate of 5.2% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 6.5% 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
WVR Weaver FintechR45.001.1%
+R52.3m		18.4%PE9.3x
RTN Rex Trueform GroupR13.008.3%
+R23.5m		12.4%PE11x

Latest News

RTN
R13.00
Rex Trueform Group
7D
8.3%
1Y
12.4%
MTH
R104.04
Motus Holdings
7D
-3.1%
1Y
-14.7%
SPG
R12.74
Super Group
7D
-4.4%
1Y
-47.9%
TRU
R55.30
Truworths International
7D
-5.0%
1Y
-50.3%

Cape Town Center And New Formats Will Transform African Retail

Despite an increase in expected revenue growth to 5.1% and a lower future P/E of 17.36x indicating stronger earnings outlook or improved valuation, the consensus analyst price target for Truworths International has been reduced from ZAR77.94 to ZAR72.94. What's in the News Truworths International expects earnings per share of 712 to 754 cents and headline earnings per share of 728 to 761 cents for the 52-week period ended June 29, 2025.
WBC
R56.17
We Buy Cars Holdings
7D
-3.3%
1Y
87.1%
ITE
R9.37
Italtile
7D
-2.4%
1Y
-26.8%
TFG
R110.23
Foschini Group
7D
-2.5%
1Y
-30.2%
MRP
R205.00
Mr Price Group
7D
-4.5%
1Y
-23.7%
WVR
R45.00
Weaver Fintech
7D
1.1%
1Y
18.4%
PPH
R24.32
Pepkor Holdings
7D
-5.7%
1Y
0.3%