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South African (JSE) Specialty Stores Industry Analysis

UpdatedNov 06, 2025
DataAggregated Company Financials
Companies15
  • 7D-1.1%
  • 3M-3.2%
  • 1Y-13.5%
  • YTD-23.4%

Over the last 7 days, the Specialty Stores industry has dropped 1.1%, driven by pullbacks in Foschini Group and Mr Price Group of 4.1% and 2.2%, respectively. In contrast, Super Group has gained 9.9%. The industry has fallen 14% in the last year. Looking forward, earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025R271.4bR443.3bR19.8b9.2x13.7x0.6x
Sat, 04 Oct 2025R274.6bR442.3bR19.5b10.7x14.1x0.6x
Mon, 01 Sep 2025R278.7bR460.9bR18.8b8.9x14.8x0.6x
Wed, 30 Jul 2025R290.6bR460.4bR19.7b8.6x14.8x0.6x
Fri, 27 Jun 2025R293.6bR460.6bR19.7b8.5x14.9x0.6x
Sun, 25 May 2025R299.0bR449.6bR18.7b8.1x16x0.7x
Tue, 22 Apr 2025R279.2bR447.3bR18.1b7.8x15.4x0.6x
Thu, 20 Mar 2025R295.5bR447.4bR18.1b8.1x16.3x0.7x
Sat, 15 Feb 2025R318.4bR447.8bR18.2b9.7x17.5x0.7x
Mon, 13 Jan 2025R340.1bR447.8bR18.2b10.9x18.7x0.8x
Wed, 11 Dec 2024R359.6bR447.8bR18.2b11.6x19.8x0.8x
Fri, 08 Nov 2024R307.0bR451.2bR14.7b10.7x20.9x0.7x
Sun, 06 Oct 2024R312.2bR429.5bR14.1b10.5x22.2x0.7x
Tue, 03 Sep 2024R297.7bR428.1bR15.4b7.6x19.3x0.7x
Thu, 01 Aug 2024R273.0bR428.0bR15.4b7.4x17.7x0.6x
Sat, 29 Jun 2024R258.6bR428.1bR15.4b7.1x16.8x0.6x
Mon, 27 May 2024R236.0bR420.9bR14.9b7.2x15.8x0.6x
Wed, 24 Apr 2024R214.7bR421.0bR14.9b7x14.4x0.5x
Fri, 22 Mar 2024R221.3bR421.0bR15.0b6x14.8x0.5x
Sun, 18 Feb 2024R228.7bR410.9bR15.7b5.9x14.6x0.6x
Tue, 16 Jan 2024R223.3bR410.9bR15.7b6x14.2x0.5x
Thu, 14 Dec 2023R214.1bR410.9bR15.7b5.8x13.7x0.5x
Sat, 11 Nov 2023R221.0bR399.9bR23.1b7.5x9.6x0.6x
Mon, 09 Oct 2023R198.2bR399.4bR23.1b6.6x8.6x0.5x
Wed, 06 Sep 2023R207.0bR399.4bR23.1b6.8x8.9x0.5x
Fri, 04 Aug 2023R211.6bR382.9bR23.4b7x9x0.6x
Sun, 02 Jul 2023R203.0bR382.9bR23.4b6.6x8.7x0.5x
Tue, 30 May 2023R185.8bR373.2bR24.5b6.6x7.6x0.5x
Thu, 27 Apr 2023R204.0bR372.5bR24.6b6.8x8.3x0.5x
Sat, 25 Mar 2023R201.7bR372.1bR24.6b7.7x8.2x0.5x
Mon, 20 Feb 2023R233.3bR354.6bR24.0b8.3x9.7x0.7x
Wed, 18 Jan 2023R234.5bR354.6bR24.0b7.6x9.8x0.7x
Fri, 16 Dec 2022R219.6bR354.4bR24.0b7x9.1x0.6x
Sun, 13 Nov 2022R245.5bR350.9bR23.4b6.8x10.5x0.7x
Price to Earnings Ratio

10.5x


Total Market Cap: R245.5bTotal Earnings: R23.4bTotal Revenue: R350.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 13.9x202320242025
Current Industry PE
  • Investors are relatively neutral on the South African Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 13.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 5.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.1% 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-1.53%
Consumer Discretionary-2.43%
Specialty Stores-1.10%
Automotive Retail1.60%
Home Furnishing Retail-0.43%
Apparel Retail-1.62%
Home Improvement Retail-2.67%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 17.2x.
    • Analysts are expecting annual earnings growth of 28.5%, which is higher than its past year's earnings growth of 5.2% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, which is trading close to its 3-year average of 6.7x.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 5.2% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 6.5% 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
MTH Motus HoldingsR114.008.9%
+R1.6b		-3.5%PE8.2x
PPH Pepkor HoldingsR26.991.6%
+R1.5b		20.9%PE37.9x
SPG Super GroupR17.308.9%
+R481.1m		-24.1%PE7.3x
WVR Weaver FintechR51.002.0%
+R105.7m		34.6%PE10.5x
TRU Truworths InternationalR53.940.1%
+R22.5m		-47.6%PE7.3x

Latest News

TRU
R53.94
Truworths International
7D
0.1%
1Y
-47.6%
TFG
R90.34
Foschini Group
7D
-3.5%
1Y
-38.5%

TFG: Earnings Per Share Are Expected To Rebound In The Coming Year

Analysts have lowered their price target for Foschini Group from R150.40 to R136.30. This change reflects recent adjustments in profit margin forecasts and revenue growth expectations.
SPG
R17.30
Super Group
7D
8.9%
1Y
-24.1%
MRP
R208.25
Mr Price Group
7D
-0.4%
1Y
-16.4%
PPH
R26.99
Pepkor Holdings
7D
1.6%
1Y
20.9%
WBC
R44.20
We Buy Cars Holdings
7D
-3.9%
1Y
16.9%
ITE
R9.20
Italtile
7D
-0.4%
1Y
-33.1%
LEW
R78.79
Lewis Group
7D
-5.7%
1Y
5.1%
CSB
R134.53
Cashbuild
7D
-2.5%
1Y
-27.7%
CMH
R36.00
Combined Motor Holdings
7D
-0.3%
1Y
12.5%
WVR
R51.00
Weaver Fintech
7D
2.0%
1Y
34.6%

Weaver Fintech (JSE:WVR) Is Doing The Right Things To Multiply Its Share Price

Oct 03
Weaver Fintech (JSE:WVR) Is Doing The Right Things To Multiply Its Share Price
MTH
R114.00
Motus Holdings
7D
8.9%
1Y
-3.5%