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South African (JSE) Specialty Stores Industry Analysis

UpdatedJul 03, 2026
DataAggregated Company Financials
Companies15
  • 7D2.5%
  • 3M1.7%
  • 1Y-21.5%
  • YTD-10.4%

The Specialty Stores industry is up 2.5% in the last week, with Mr Price Group up 6.2%. Meanwhile, Nictus actually underperformed within the industry, shrinking 33% in the last week. 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 Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Jul 2026R238.4bR467.0bR21.6b11.9x11x0.5x
Sun, 31 May 2026R222.0bR465.1bR23.3b7.5x9.5x0.5x
Tue, 28 Apr 2026R234.1bR455.8bR22.8b8.8x10.3x0.5x
Thu, 26 Mar 2026R241.3bR455.8bR22.8b8x10.6x0.5x
Sat, 21 Feb 2026R263.5bR454.1bR22.7b9.3x11.6x0.6x
Mon, 19 Jan 2026R266.7bR454.1bR22.7b9.4x11.8x0.6x
Wed, 17 Dec 2025R267.8bR454.1bR22.7b9.2x11.8x0.6x
Fri, 14 Nov 2025R275.1bR446.6bR19.5b9.7x14.1x0.6x
Sun, 12 Oct 2025R285.2bR442.3bR19.5b10.5x14.6x0.6x
Tue, 09 Sep 2025R277.0bR460.7bR18.8b9x14.7x0.6x
Thu, 07 Aug 2025R286.2bR460.4bR19.7b8.7x14.5x0.6x
Sat, 05 Jul 2025R306.0bR460.4bR19.7b8.1x15.6x0.7x
Mon, 02 Jun 2025R312.9bR455.7bR19.2b8.1x16.3x0.7x
Wed, 30 Apr 2025R297.3bR447.3bR18.1b7.7x16.4x0.7x
Fri, 28 Mar 2025R294.0bR447.4bR18.1b7.9x16.2x0.7x
Sun, 23 Feb 2025R307.6bR447.8bR18.2b9.9x16.9x0.7x
Tue, 21 Jan 2025R331.3bR447.8bR18.2b10.6x18.2x0.7x
Thu, 19 Dec 2024R356.5bR447.8bR18.2b11.4x19.6x0.8x
Sat, 16 Nov 2024R310.6bR450.7bR14.7b10.7x21.2x0.7x
Mon, 14 Oct 2024R314.6bR429.5bR14.1b10.3x22.3x0.7x
Wed, 11 Sep 2024R293.3bR430.2bR15.1b8.5x19.5x0.7x
Fri, 09 Aug 2024R268.1bR428.0bR15.4b7.3x17.4x0.6x
Sun, 07 Jul 2024R264.9bR428.0bR15.4b7.4x17.2x0.6x
Tue, 04 Jun 2024R228.0bR424.7bR14.8b7.2x15.4x0.5x
Thu, 02 May 2024R225.1bR421.0bR14.9b7.1x15.1x0.5x
Sat, 30 Mar 2024R220.8bR421.0bR14.9b6.5x14.8x0.5x
Mon, 26 Feb 2024R226.9bR410.8bR15.5b5.8x14.6x0.6x
Wed, 24 Jan 2024R214.5bR410.9bR15.7b5.8x13.7x0.5x
Fri, 22 Dec 2023R220.2bR410.9bR15.7b5.9x14x0.5x
Sun, 19 Nov 2023R224.1bR402.9bR22.9b7.2x9.8x0.6x
Tue, 17 Oct 2023R205.0bR399.9bR23.1b6.9x8.9x0.5x
Thu, 14 Sep 2023R197.7bR399.4bR23.1b6.8x8.5x0.5x
Sat, 12 Aug 2023R214.1bR382.9bR23.4b7.1x9.1x0.6x
Mon, 10 Jul 2023R202.3bR382.9bR23.4b6.7x8.6x0.5x
Price to Earnings Ratio

8.6x


Total Market Cap: R202.3bTotal Earnings: R23.4bTotal Revenue: R382.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 14.4x202420252026
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 11.0x which is lower than its 3-year average PE of 14.4x.
  • 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 Market0.22%
Consumer Discretionary0.86%
Specialty Stores2.54%
Home Improvement Retail7.01%
Home Furnishing Retail3.02%
Apparel Retail2.45%
Automotive Retail1.36%
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 11.7%, 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, although it looks like investor sentiment has improved given that it's trading above 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 9.2% 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 GroupR185.836.2%
+R2.8b		-16.2%PE12.8x
PPH Pepkor HoldingsR22.532.9%
+R2.3b		-20.0%PE13.8x
TRU Truworths InternationalR58.785.8%
+R1.2b		-20.4%PE7.7x
ITE ItaltileR10.289.4%
+R1.0b		2.8%PE8.9x
MTH Motus HoldingsR112.572.7%
+R519.8m		12.5%PE7.4x

Latest News

NCS
R2.00
Nictus
7D
-33.1%
1Y
-2.9%
LEW
R98.00
Lewis Group
7D
7.3%
1Y
21.0%
ITE
R10.28
Italtile
7D
9.4%
1Y
2.8%
MRP
R185.83
Mr Price Group
7D
6.2%
1Y
-16.2%
SPG
R19.05
Super Group
7D
0.8%
1Y
22.6%
Narrative Update • Jun 26

SPG: Fair Value View Will Rely On Modest Margin And P/E Assumptions

Analysts have lifted their price target for Super Group from ZAR18.50 to about ZAR20.77, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples that support the higher valuation range. What’s in the News for Super Group No recent Super Group specific news items were provided in the source feeds, so this section reflects that absence of disclosed developments.
WVR
R54.52
Weaver Fintech
7D
-0.9%
1Y
69.0%
WBC
R34.65
We Buy Cars Holdings
7D
2.3%
1Y
-42.0%
Narrative Update • Jun 25

WBC: Higher Interim Dividend And Richer Future P/E Will Support Upside

The analyst price target for We Buy Cars Holdings has been adjusted from ZAR 48.60 to ZAR 46.85. Analysts highlighted updated assumptions for growth, margins and future P/E as the key drivers behind this change.
PPH
R22.53
Pepkor Holdings
7D
2.9%
1Y
-20.0%
Narrative Update • Jun 24

PPH: Retail Platform Customer Scale Will Support Future Upside Cash Flows

Analysts have slightly reduced their fair value estimate for Pepkor Holdings, trimming the price target from ZAR29.79 to ZAR29.45. This reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.
TRU
R58.78
Truworths International
7D
5.8%
1Y
-20.4%
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
R112.57
Motus Holdings
7D
2.7%
1Y
12.5%
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
R38.85
Combined Motor Holdings
7D
-1.2%
1Y
25.8%