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South African (JSE) Specialty Stores Industry Analysis

UpdatedJun 06, 2026
DataAggregated Company Financials
Companies15
  • 7D1.5%
  • 3M-10.4%
  • 1Y-28.4%
  • YTD-15.7%

Over the last 7 days, the Specialty Stores industry has dropped 2.6%, driven by a pullback from Pepkor Holdings of 1.5%. Meanwhile, Mr Price Group actually outperformed within the industry, gaining 10% in the last week. Overall the industry is down 31% in 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Jun 2026R225.2bR466.0bR21.6b11.8x10.4x0.5x
Mon, 04 May 2026R231.7bR457.1bR22.8b7.8x10.2x0.5x
Wed, 01 Apr 2026R234.2bR455.8bR22.8b7.8x10.3x0.5x
Fri, 27 Feb 2026R272.7bR455.5bR22.8b9.5x12x0.6x
Sun, 25 Jan 2026R276.9bR454.1bR22.7b9.6x12.2x0.6x
Tue, 23 Dec 2025R262.8bR454.1bR22.7b9.2x11.6x0.6x
Thu, 20 Nov 2025R269.3bR446.6bR19.5b9.4x13.8x0.6x
Sat, 18 Oct 2025R288.1bR443.3bR19.8b10.5x14.6x0.6x
Mon, 15 Sep 2025R278.6bR442.3bR19.5b8.5x14.3x0.6x
Wed, 13 Aug 2025R280.6bR460.4bR19.7b9.4x14.3x0.6x
Fri, 11 Jul 2025R302.3bR460.4bR19.7b9x15.4x0.7x
Sun, 08 Jun 2025R315.7bR460.6bR19.7b8.3x16x0.7x
Tue, 06 May 2025R297.7bR447.8bR18.1b8x16.5x0.7x
Thu, 03 Apr 2025R283.4bR447.3bR18.1b7.8x15.6x0.6x
Sat, 01 Mar 2025R302.3bR447.1bR18.1b9.4x16.7x0.7x
Mon, 27 Jan 2025R320.0bR447.8bR18.2b10.7x17.6x0.7x
Wed, 25 Dec 2024R360.8bR447.8bR18.2b11.2x19.8x0.8x
Fri, 22 Nov 2024R340.3bR452.4bR14.3b11x23.8x0.8x
Sun, 20 Oct 2024R314.3bR429.4bR14.0b10.4x22.4x0.7x
Tue, 17 Sep 2024R293.0bR429.5bR14.2b9.1x20.7x0.7x
Thu, 15 Aug 2024R271.4bR428.2bR15.4b7x17.6x0.6x
Sat, 13 Jul 2024R267.0bR428.0bR15.4b7.3x17.4x0.6x
Mon, 10 Jun 2024R231.8bR426.6bR15.1b7.2x15.4x0.5x
Wed, 08 May 2024R229.5bR421.0bR14.9b7.1x15.4x0.5x
Fri, 05 Apr 2024R218.8bR421.0bR14.9b6.6x14.7x0.5x
Sun, 03 Mar 2024R224.2bR421.1bR14.9b6.1x15x0.5x
Tue, 30 Jan 2024R230.5bR410.9bR15.7b5.7x14.7x0.6x
Thu, 28 Dec 2023R225.2bR410.9bR15.7b5.9x14.4x0.5x
Sat, 25 Nov 2023R230.2bR402.9bR22.9b7.1x10.1x0.6x
Mon, 23 Oct 2023R198.4bR399.9bR23.1b7.2x8.6x0.5x
Wed, 20 Sep 2023R207.6bR399.4bR23.1b6.8x9x0.5x
Fri, 18 Aug 2023R210.1bR382.9bR23.4b7x9x0.5x
Sun, 16 Jul 2023R207.8bR382.9bR23.4b6.9x8.9x0.5x
Tue, 13 Jun 2023R198.5bR378.9bR23.8b7x8.3x0.5x
Price to Earnings Ratio

8.3x


Total Market Cap: R198.5bTotal Earnings: R23.8bTotal Revenue: R378.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 14.3x202420252026
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 9.3x which is lower than its 3-year average PE of 14.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 7.1% 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 and as a result, profits have held steady.

Industry Trends

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

ZA Market-2.66%
Consumer Discretionary2.69%
Specialty Stores1.54%
Apparel Retail2.50%
Home Furnishing Retail1.71%
Automotive Retail-0.97%
Home Improvement Retail-2.43%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 17.6x.
    • Analysts are expecting annual earnings growth of 9.3%, which is higher than its past year's earnings growth of 4.7% per year.
  • Investors are most pessimistic about the Home Improvement Retail industry, which is trading below its 3-year average of 10.0x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Apparel Retail industry is expected to see its earnings grow by 9.3% 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
MRP Mr Price GroupR172.0010.1%
+R4.1b		-29.2%PE11.9x
TRU Truworths InternationalR52.134.3%
+R776.9m		-28.9%PE6.8x
TFG Foschini GroupR57.871.8%
+R323.8m		-58.1%PE6.4x
SPG Super GroupR17.293.1%
+R175.7m		-42.7%PE6.4x
LEW Lewis GroupR91.503.9%
+R166.1m		10.0%PE5.2x

Latest News

TFG
R57.87
Foschini Group
7D
1.8%
1Y
-58.1%
NCS
R3.25
Nictus
7D
16.1%
1Y
54.8%
MRP
R172.00
Mr Price Group
7D
10.1%
1Y
-29.2%
Narrative Update • Jun 04

MRP: Lower Required Returns Will Support Stronger Future Earnings Power

Analysts have nudged their price target for Mr Price Group slightly higher to ZAR478.31 from ZAR476.48, citing updated assumptions that reflect modest adjustments to the discount rate, revenue, profit margin and future P/E expectations. What's in the News No recent company specific news items were provided in the available sources for Mr Price Group, so investors may need to rely more heavily on the latest analyst assumptions and published financial reports.
TRU
R52.13
Truworths International
7D
4.3%
1Y
-28.9%
Narrative Update • Jun 04

TRU: Sustained Dividend Policy Will Continue To Support Future Share Price Upside

Analysts have kept the Truworths International price target steady at ZAR68.00. Only small adjustments to assumptions such as the discount rate, revenue growth outlook, profit margin and future P/E have shaped this reaffirmed view.
CMH
R39.80
Combined Motor Holdings
7D
0.4%
1Y
22.4%
MTH
R99.52
Motus Holdings
7D
-3.0%
1Y
-1.1%
Narrative Update • Jun 02

MTH: Higher Future P/E Will Support Upside Despite Softer Assumptions

Analysts have lifted their fair value estimate for Motus Holdings from ZAR115.00 to ZAR125.00, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E as the key drivers of the revised price target. What's in the News No recent news items, periodical articles, or key developments were provided for Motus Holdings, so there are currently no specific events to highlight for readers.
WBC
R34.94
We Buy Cars Holdings
7D
-0.4%
1Y
-27.9%
Narrative Update • Jun 02

WBC: Future P/E Reset Will Still Support Constructive Fair Value View

Analysts have reduced their price target on We Buy Cars Holdings to ZAR48.60 from ZAR55.15 after updating their model inputs for discount rate, revenue growth, profit margin and expected future P/E multiples. What's in the News No recent company specific news items were identified from the provided sources for We Buy Cars Holdings.
LEW
R91.50
Lewis Group
7D
3.9%
1Y
10.0%
PPH
R21.34
Pepkor Holdings
7D
-1.5%
1Y
-26.4%
WVR
R58.43
Weaver Fintech
7D
-0.1%
1Y
72.1%
CSB
R117.50
Cashbuild
7D
-0.4%
1Y
-23.9%
ITE
R8.38
Italtile
7D
-2.9%
1Y
-15.4%
SPG
R17.29
Super Group
7D
3.1%
1Y
-42.7%