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South African (JSE) Apparel Retail Industry Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies6
  • 7D3.2%
  • 3M1.5%
  • 1Y-22.5%
  • YTDn/a

Over the last 7 days, the Apparel Retail industry has risen 7.8%, driven by gains from every company within the industry. In contrast, the industry has lost 22% in the last 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

Has the South African Apparel Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 20 Jun 2026R170.7bR229.3bR13.9b14.9x12.3x0.7x
Mon, 18 May 2026R157.8bR221.0bR15.1b12.4x10.5x0.7x
Wed, 15 Apr 2026R168.7bR221.0bR15.1b13x11.2x0.8x
Fri, 13 Mar 2026R176.8bR221.1bR15.1b11.2x11.7x0.8x
Sun, 08 Feb 2026R188.9bR221.0bR15.1b11.7x12.5x0.9x
Tue, 06 Jan 2026R189.4bR221.0bR15.1b11.6x12.5x0.9x
Thu, 04 Dec 2025R203.1bR221.0bR15.1b13.2x13.4x0.9x
Sat, 01 Nov 2025R200.2bR212.1bR12.3b12.6x16.3x0.9x
Mon, 29 Sep 2025R199.2bR212.1bR12.3b12.8x16.2x0.9x
Wed, 27 Aug 2025R207.0bR211.8bR13.2b12.8x15.7x1x
Fri, 25 Jul 2025R220.1bR211.8bR13.2b13.7x16.7x1x
Sun, 22 Jun 2025R222.1bR212.0bR13.2b13.9x16.8x1x
Tue, 20 May 2025R234.9bR201.6bR12.4b16.8x18.9x1.2x
Thu, 17 Apr 2025R213.1bR201.6bR12.4b14.7x17.2x1.1x
Sat, 15 Mar 2025R219.0bR201.6bR12.4b15.7x17.6x1.1x
Mon, 10 Feb 2025R244.7bR201.3bR12.6b17.5x19.5x1.2x
Wed, 08 Jan 2025R275.4bR201.3bR12.6b20.5x21.9x1.4x
Fri, 06 Dec 2024R277.3bR201.3bR12.6b20.8x22.1x1.4x
Sun, 03 Nov 2024R242.5bR207.0bR8.8b16.4x27.5x1.2x
Tue, 01 Oct 2024R249.5bR207.0bR8.8b16.7x28.3x1.2x
Thu, 29 Aug 2024R228.2bR207.2bR8.4b11.1x27.2x1.1x
Sat, 27 Jul 2024R204.0bR207.2bR8.4b9.8x24.4x1x
Mon, 24 Jun 2024R205.7bR207.4bR8.4b10.6x24.6x1x
Wed, 22 May 2024R183.7bR200.6bR7.9b9x23.2x0.9x
Fri, 19 Apr 2024R161.5bR200.6bR7.9b7.9x20.4x0.8x
Sun, 17 Mar 2024R179.1bR200.6bR8.0b9x22.4x0.9x
Tue, 13 Feb 2024R177.5bR199.7bR7.9b8.5x22.5x0.9x
Thu, 11 Jan 2024R171.0bR199.7bR7.9b8.2x21.7x0.9x
Sat, 09 Dec 2023R172.7bR199.7bR7.9b8.5x21.9x0.9x
Mon, 06 Nov 2023R170.6bR189.0bR15.3b10.4x11.1x0.9x
Wed, 04 Oct 2023R157.4bR188.9bR15.3b9.3x10.3x0.8x
Fri, 01 Sep 2023R154.7bR188.1bR15.2b9.4x10.2x0.8x
Sun, 30 Jul 2023R165.7bR188.1bR15.2b9.6x10.9x0.9x
Tue, 27 Jun 2023R144.7bR188.1bR15.2b8x9.5x0.8x
Price to Earnings Ratio

9.5x


Total Market Cap: R144.7bTotal Earnings: R15.2bTotal Revenue: R188.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Apparel Retail Industry Price to Earnings3Y Average 17.7x202420252026
Current Industry PE
  • Investors are pessimistic on the South African Apparel 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 12.4x which is lower than its 3-year average PE of 17.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
  • The earnings for companies in the Apparel Retail industry have declined 3.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.8% 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 Comparison

How does South African Apparel Retail compare with similar industries?

ZA Market2.11%
Consumer Discretionary-0.079%
Specialty Stores2.43%
Apparel Retail3.17%
Home Improvement Retail1.76%
Home Furnishing Retail0.84%
Automotive Retail0.16%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PPH Pepkor HoldingsR22.703.0%
+R2.4b		-16.8%PE13.9x
MRP Mr Price GroupR175.493.6%
+R1.6b		-17.4%PE12.1x
TFG Foschini GroupR66.094.3%
+R857.6m		-47.1%PE15.8x
TRU Truworths InternationalR57.373.8%
+R762.3m		-17.3%PE7.5x

Latest News

TFG
R66.09
Foschini Group
7D
4.3%
1Y
-47.1%
TRU
R57.37
Truworths International
7D
3.8%
1Y
-17.3%
Narrative Update • Jun 18

TRU: Fair Value View Will Balance Dividend Appeal And Slightly Higher P/E

Analysts have kept the Truworths International price target steady at ZAR53.00, with minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions underpinning the unchanged valuation view. What’s in the News for Truworths International No recent Truworths International news items were identified in the sources provided.
MRP
R175.49
Mr Price Group
7D
3.6%
1Y
-17.4%
Narrative Update • Jun 18

MRP: Stable Dividend Policy And Margins Are Expected To Support Fairly Valued Shares

Analysts have kept the Mr Price Group price target steady at ZAR173.00. A slightly higher discount rate, lower revenue growth assumption, and higher profit margin and future P/E inputs are driving the unchanged fair value view.
PPH
R22.70
Pepkor Holdings
7D
3.0%
1Y
-16.8%