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South African (JSE) Specialty Stores Industry Analysis

UpdatedApr 14, 2025
DataAggregated Company Financials
Companies15
  • 7D6.3%
  • 3M-17.6%
  • 1Y23.2%
  • YTD-23.7%

Over the last 7 days, the Specialty Stores industry has risen 5.9%, driven by gains from Pepkor Holdings of 7.5%. This means that the industry has gained 23% over the past year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Apr 2025R271.0bR447.3bR18.1b7.7x15x0.6x
Wed, 12 Mar 2025R287.9bR449.3bR18.2b8.6x15.8x0.6x
Fri, 07 Feb 2025R318.5bR447.8bR18.2b10.1x17.5x0.7x
Sun, 05 Jan 2025R353.7bR447.8bR18.2b11.4x19.4x0.8x
Tue, 03 Dec 2024R348.6bR447.8bR18.2b11.6x19.2x0.8x
Thu, 31 Oct 2024R316.8bR451.2bR14.7b10.7x21.5x0.7x
Sat, 28 Sep 2024R322.1bR429.5bR14.2b10.3x22.7x0.7x
Mon, 26 Aug 2024R294.2bR428.0bR15.4b7.3x19.1x0.7x
Wed, 24 Jul 2024R268.6bR428.0bR15.4b7.3x17.5x0.6x
Fri, 21 Jun 2024R260.8bR428.1bR15.4b7.3x17x0.6x
Sun, 19 May 2024R238.7bR420.9bR14.9b7.2x16x0.6x
Tue, 16 Apr 2024R210.7bR421.0bR14.9b6.6x14.1x0.5x
Thu, 14 Mar 2024R228.0bR422.2bR15.0b5.9x15.2x0.5x
Sat, 10 Feb 2024R229.5bR410.9bR15.7b5.9x14.6x0.6x
Mon, 08 Jan 2024R218.8bR410.9bR15.7b5.9x14x0.5x
Wed, 06 Dec 2023R224.1bR410.9bR15.7b6.1x14.3x0.5x
Fri, 03 Nov 2023R219.4bR399.9bR23.1b7.3x9.5x0.5x
Sun, 01 Oct 2023R209.5bR399.4bR23.1b6.8x9.1x0.5x
Tue, 29 Aug 2023R210.0bR382.8bR23.2b7.1x9x0.5x
Thu, 27 Jul 2023R213.0bR382.9bR23.4b7x9.1x0.6x
Sat, 24 Jun 2023R194.1bR382.9bR23.4b6.9x8.3x0.5x
Mon, 22 May 2023R185.4bR373.1bR24.5b6.4x7.6x0.5x
Wed, 19 Apr 2023R203.9bR372.5bR24.6b6.9x8.3x0.5x
Fri, 17 Mar 2023R196.1bR369.5bR24.2b7.2x8.1x0.5x
Sun, 12 Feb 2023R227.8bR354.6bR24.0b7.9x9.5x0.6x
Tue, 10 Jan 2023R227.1bR354.6bR24.0b7.1x9.5x0.6x
Thu, 08 Dec 2022R229.5bR354.4bR24.0b7x9.6x0.6x
Sat, 05 Nov 2022R246.3bR346.4bR22.9b6.7x10.8x0.7x
Mon, 03 Oct 2022R232.4bR345.7bR22.8b7.4x10.2x0.7x
Wed, 31 Aug 2022R246.2bR340.8bR21.6b8.3x11.4x0.7x
Fri, 29 Jul 2022R234.6bR335.9bR21.3b8.3x11x0.7x
Sun, 26 Jun 2022R252.0bR335.9bR21.3b8.4x11.8x0.8x
Tue, 24 May 2022R250.9bR328.4bR16.1b8.1x15.6x0.8x
Thu, 21 Apr 2022R270.1bR327.8bR16.1b8.5x16.8x0.8x
Price to Earnings Ratio

16.8x


Total Market Cap: R270.1bTotal Earnings: R16.1bTotal Revenue: R327.8bTotal 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 15.0x 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 0.63x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 4.1% 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 Market4.52%
Consumer Discretionary-0.12%
Specialty Stores6.26%
Apparel Retail7.47%
Automotive Retail3.84%
Home Furnishing Retail3.15%
Home Improvement Retail-1.32%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 16.8x.
    • Analysts are expecting annual earnings growth of 16.8%, 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 6.5x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 17% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 7.8% 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 HoldingsR24.389.4%
+R7.7b		37.4%PE38.5x
MRP Mr Price GroupR212.626.2%
+R3.2b		30.3%PE16.3x
TFG Foschini GroupR116.016.4%
+R2.3b		21.1%PE12.7x
TRU Truworths InternationalR66.105.4%
+R1.3b		-8.6%PE6.6x
SPG Super GroupR28.008.3%
+R724.9m		4.6%PS0.2x
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