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South African (JSE) Specialty Stores Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies15
  • 7D-1.7%
  • 3M-6.0%
  • 1Y-11.8%
  • YTD-2.8%

Over the last 7 days, the Specialty Stores industry has risen 3.1%, driven by gains from Weaver Fintech of 13%. In contrast, the industry has lost 9.0% in the last 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Mar 2026R259.6bR457.0bR22.9b8.7x11.3x0.6x
Sat, 31 Jan 2026R271.8bR454.1bR22.7b9.3x12x0.6x
Mon, 29 Dec 2025R264.5bR454.1bR22.7b9.2x11.7x0.6x
Wed, 26 Nov 2025R267.6bR447.5bR19.6b9.2x13.6x0.6x
Fri, 24 Oct 2025R280.9bR443.3bR19.8b10x14.2x0.6x
Sun, 21 Sep 2025R282.0bR442.3bR19.5b8.3x14.5x0.6x
Tue, 19 Aug 2025R277.4bR460.7bR19.8b8.1x14x0.6x
Thu, 17 Jul 2025R296.6bR460.4bR19.7b8.7x15.1x0.6x
Sat, 14 Jun 2025R293.2bR460.6bR19.7b8.2x14.9x0.6x
Mon, 12 May 2025R302.1bR447.8bR18.1b8.3x16.7x0.7x
Wed, 09 Apr 2025R266.8bR447.3bR18.1b7.9x14.7x0.6x
Fri, 07 Mar 2025R292.8bR447.4bR18.2b8.7x16.1x0.7x
Sun, 02 Feb 2025R312.1bR447.8bR18.2b10x17.1x0.7x
Tue, 31 Dec 2024R353.9bR447.8bR18.2b11.4x19.4x0.8x
Thu, 28 Nov 2024R341.3bR447.8bR18.2b11.6x18.8x0.8x
Sat, 26 Oct 2024R310.6bR429.4bR14.0b10.3x22.2x0.7x
Mon, 23 Sep 2024R312.0bR429.5bR14.2b9.7x22x0.7x
Wed, 21 Aug 2024R284.7bR428.0bR15.4b7.3x18.4x0.7x
Fri, 19 Jul 2024R264.4bR428.0bR15.4b7.3x17.2x0.6x
Sun, 16 Jun 2024R246.9bR428.1bR15.4b7.1x16x0.6x
Tue, 14 May 2024R234.0bR420.9bR14.9b7.2x15.7x0.6x
Thu, 11 Apr 2024R217.1bR421.0bR14.9b6.6x14.6x0.5x
Sat, 09 Mar 2024R229.6bR421.1bR14.9b6x15.4x0.5x
Mon, 05 Feb 2024R231.6bR410.9bR15.7b5.9x14.8x0.6x
Wed, 03 Jan 2024R223.5bR410.9bR15.7b6x14.3x0.5x
Fri, 01 Dec 2023R221.5bR410.7bR15.7b5.9x14.1x0.5x
Sun, 29 Oct 2023R204.1bR399.9bR23.1b7.1x8.8x0.5x
Tue, 26 Sep 2023R208.3bR399.4bR23.1b6.8x9x0.5x
Thu, 24 Aug 2023R207.1bR382.8bR23.4b7.1x8.8x0.5x
Sat, 22 Jul 2023R204.4bR382.9bR23.4b7x8.7x0.5x
Mon, 19 Jun 2023R205.8bR378.9bR23.8b7.1x8.6x0.5x
Wed, 17 May 2023R188.4bR373.1bR24.5b6.6x7.7x0.5x
Fri, 14 Apr 2023R209.1bR372.3bR24.5b7x8.5x0.6x
Sun, 12 Mar 2023R207.6bR369.5bR24.2b7.4x8.6x0.6x
Price to Earnings Ratio

8.6x


Total Market Cap: R207.6bTotal Earnings: R24.2bTotal Revenue: R369.5bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 14.1x202420252026
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 11.8x which is lower than its 3-year average PE of 14.1x.
  • 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 7.4% 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-4.00%
Consumer Discretionary-3.46%
Specialty Stores-1.65%
Home Furnishing Retail8.66%
Automotive Retail0.41%
Home Improvement Retail0.27%
Apparel Retail-2.89%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 17.5x.
    • Analysts are expecting annual earnings growth of 10.3%, 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 Home Improvement Retail industry is expected to see its earnings grow by 6.4% 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 FintechR66.0013.4%
+R817.4m		135.7%PE13.6x
CSB CashbuildR151.5013.5%
+R369.9m		-11.4%PE14.4x
WBC We Buy Cars HoldingsR43.211.2%
+R213.0m		0.8%PE19.3x
MTH Motus HoldingsR127.000.8%
+R175.0m		40.7%PE8.3x
LEW Lewis GroupR90.002.6%
+R116.6m		30.1%PE5.9x

Latest News

ITE
R9.02
Italtile
7D
-3.0%
1Y
-17.6%
WVR
R66.00
Weaver Fintech
7D
13.4%
1Y
135.7%
MTH
R127.00
Motus Holdings
7D
0.8%
1Y
40.7%
TRU
R58.00
Truworths International
7D
-1.2%
1Y
-24.5%
CMH
R39.79
Combined Motor Holdings
7D
2.0%
1Y
28.4%
TFG
R78.51
Foschini Group
7D
-5.1%
1Y
-41.0%

TFG: Earnings Reset And Lower P/E Multiple Will Support Future Upside

The analyst price target for Foschini Group has shifted from ZAR116.21 to ZAR108.86, as analysts factor in updated fair value estimates, a slightly lower discount rate, modestly adjusted revenue growth expectations, a largely unchanged profit margin outlook, and a reduced assumed future P/E multiple. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, highlighting the impact of expected impairments of up to ZAR 750 million on results (Corporate Guidance).
SPG
R16.21
Super Group
7D
-4.3%
1Y
-39.4%
PPH
R25.23
Pepkor Holdings
7D
-3.8%
1Y
-1.3%
MRP
R176.00
Mr Price Group
7D
-0.6%
1Y
-25.1%

MRP: Dividend Support And New Shareholder Backing Will Drive Future Upside

Analysts have adjusted their price target on Mr Price Group to ZAR259.03 from ZAR269.03, reflecting updated assumptions for revenue growth, profit margins and a slightly higher future P/E multiple, together with a marginally lower discount rate. What's in the News Allan Gray Proprietary Limited acquired an additional minority stake in Mr Price Group Limited (JSE:MRP) on January 22, 2026, taking Allan Gray clients to 10.1318% of the total issued ordinary shares of the company (Key Developments).
LEW
R90.00
Lewis Group
7D
2.6%
1Y
30.1%
WBC
R43.21
We Buy Cars Holdings
7D
1.2%
1Y
0.8%

WBC: Future Earnings Potential Will Stay Solid With Fairly Balanced Risk Profile

Analysts have adjusted their price target for We Buy Cars Holdings to reflect a fair value update from 55.67 to 56.72. This revision is supported by slightly lower discount rate assumptions, modestly higher revenue growth and profit margin estimates, and a reduced future P/E expectation.
CSB
R151.50
Cashbuild
7D
13.5%
1Y
-11.4%

Shareholders May Be Wary Of Increasing Cashbuild Limited's (JSE:CSB) CEO Compensation Package

Nov 17
Shareholders May Be Wary Of Increasing Cashbuild Limited's (JSE:CSB) CEO Compensation Package