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South African (JSE) Specialty Stores Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies15
  • 7D-1.1%
  • 3M-0.6%
  • 1Y-19.5%
  • YTD-11.7%

Over the last 7 days, the Specialty Stores industry has dropped 1.1%, driven by a pullback from Pepkor Holdings of 2.7%. The industry has fallen 19% in the last year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026R235.0bR467.0bR21.6b11.7x10.9x0.5x
Fri, 22 May 2026R222.9bR458.2bR22.8b7.2x9.8x0.5x
Sun, 19 Apr 2026R246.2bR455.8bR22.8b8.4x10.8x0.5x
Tue, 17 Mar 2026R244.7bR455.8bR22.8b8.1x10.7x0.5x
Thu, 12 Feb 2026R261.5bR454.1bR22.7b9.4x11.5x0.6x
Sat, 10 Jan 2026R271.0bR454.1bR22.7b9.4x11.9x0.6x
Mon, 08 Dec 2025R281.4bR452.7bR22.7b9.2x12.4x0.6x
Wed, 05 Nov 2025R267.2bR443.3bR19.8b8.8x13.5x0.6x
Fri, 03 Oct 2025R271.3bR442.3bR19.5b10.7x13.9x0.6x
Sun, 31 Aug 2025R278.7bR460.9bR18.8b8.9x14.8x0.6x
Tue, 29 Jul 2025R288.0bR460.4bR19.7b8.6x14.6x0.6x
Thu, 26 Jun 2025R293.9bR460.6bR19.7b8.1x14.9x0.6x
Sat, 24 May 2025R299.0bR449.6bR18.7b8.1x16x0.7x
Mon, 21 Apr 2025R279.2bR447.3bR18.1b7.8x15.4x0.6x
Wed, 19 Mar 2025R283.2bR447.4bR18.1b8x15.6x0.6x
Fri, 14 Feb 2025R317.2bR447.8bR18.2b9.7x17.4x0.7x
Sun, 12 Jan 2025R340.1bR447.8bR18.2b10.9x18.7x0.8x
Tue, 10 Dec 2024R359.6bR447.8bR18.2b11.6x19.8x0.8x
Thu, 07 Nov 2024R313.2bR451.2bR14.7b10.8x21.3x0.7x
Sat, 05 Oct 2024R312.2bR429.5bR14.1b10.5x22.2x0.7x
Mon, 02 Sep 2024R297.1bR428.1bR15.4b7.5x19.2x0.7x
Wed, 31 Jul 2024R270.4bR428.0bR15.4b7.3x17.6x0.6x
Fri, 28 Jun 2024R253.8bR428.1bR15.4b7.1x16.5x0.6x
Sun, 26 May 2024R236.0bR420.9bR14.9b7.2x15.8x0.6x
Tue, 23 Apr 2024R212.7bR421.0bR14.9b6.9x14.3x0.5x
Thu, 21 Mar 2024R221.3bR421.0bR15.0b6x14.8x0.5x
Sat, 17 Feb 2024R228.7bR410.9bR15.7b5.9x14.6x0.6x
Mon, 15 Jan 2024R224.0bR410.9bR15.7b6x14.3x0.5x
Wed, 13 Dec 2023R216.8bR410.9bR15.7b5.9x13.8x0.5x
Fri, 10 Nov 2023R217.5bR399.9bR23.1b7.4x9.4x0.5x
Sun, 08 Oct 2023R198.2bR399.4bR23.1b6.6x8.6x0.5x
Tue, 05 Sep 2023R210.3bR399.4bR23.1b6.8x9.1x0.5x
Thu, 03 Aug 2023R210.0bR382.9bR23.4b7x9x0.5x
Sat, 01 Jul 2023R203.0bR382.9bR23.4b6.9x8.7x0.5x
Price to Earnings Ratio

8.7x


Total Market Cap: R203.0bTotal Earnings: R23.4bTotal Revenue: R382.9bTotal 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 10.9x 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 declined 2.6% 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 Trends

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

ZA Market-2.87%
Consumer Discretionary-2.84%
Specialty Stores-1.05%
Automotive Retail0.38%
Home Improvement Retail0.25%
Home Furnishing Retail-1.10%
Apparel Retail-1.51%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 17.7x.
    • Analysts are expecting annual earnings growth of 11.8%, which is higher than its past year's earnings decline of 11.5% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, which is trading close to its 3-year average of 7.3x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 13% 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 9.4% 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
TRU Truworths InternationalR57.151.5%
+R313.7m		-18.6%PE7.5x
WBC We Buy Cars HoldingsR35.401.7%
+R246.6m		-38.1%PE15.9x
SPG Super GroupR19.281.6%
+R101.4m		43.9%PE7.1x
ITE ItaltileR8.950.7%
+R71.5m		-10.1%PE7.7x

Latest News

MRP
R173.94
Mr Price Group
7D
-0.09%
1Y
-20.4%
TFG
R64.70
Foschini Group
7D
-2.6%
1Y
-49.0%
TRU
R57.15
Truworths International
7D
1.5%
1Y
-18.6%
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.
MTH
R109.51
Motus Holdings
7D
-0.9%
1Y
15.9%
Narrative Update • Jun 16

MTH: Dividend And Bolt On Acquisitions Will Support Future Upside Potential

Analysts have kept their ZAR 156.69 price target on Motus Holdings unchanged, highlighting relatively stable assumptions around the discount rate, revenue growth, profit margins and future P/E in their latest models. What’s in the News for Motus Holdings No recent news stories for Motus Holdings are available from the provided primary sources.
CMH
R38.79
Combined Motor Holdings
7D
-0.4%
1Y
24.3%
PPH
R22.32
Pepkor Holdings
7D
-2.7%
1Y
-17.7%
NCS
R2.99
Nictus
7D
-6.6%
1Y
35.9%
WBC
R35.40
We Buy Cars Holdings
7D
1.7%
1Y
-38.1%
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.
WVR
R51.05
Weaver Fintech
7D
-1.8%
1Y
55.2%
CSB
R116.00
Cashbuild
7D
-1.6%
1Y
-23.2%
ITE
R8.95
Italtile
7D
0.7%
1Y
-10.1%
SPG
R19.28
Super Group
7D
1.6%
1Y
43.9%