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South African (JSE) Specialty Stores Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies15
  • 7D2.9%
  • 3M-5.2%
  • 1Y-20.6%
  • YTD-13.2%

The Specialty Stores industry is up 2.9% in the last week, with Pepkor Holdings up 3.3%. During this same period, the Weaver Fintech underperformed, falling 12%. In contrast, the industry has lost 21% in the last 12 months. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Jun 2026R231.2bR466.0bR21.6b11.7x10.7x0.5x
Tue, 12 May 2026R223.7bR457.1bR22.8b7.4x9.8x0.5x
Thu, 09 Apr 2026R244.3bR455.8bR22.8b8x10.7x0.5x
Sat, 07 Mar 2026R251.6bR457.2bR22.9b8.3x11x0.6x
Mon, 02 Feb 2026R271.8bR454.1bR22.7b9.3x12x0.6x
Wed, 31 Dec 2025R266.5bR454.1bR22.7b9.2x11.7x0.6x
Fri, 28 Nov 2025R272.0bR452.2bR22.6b9.4x12x0.6x
Sun, 26 Oct 2025R280.5bR443.3bR19.8b10.1x14.2x0.6x
Tue, 23 Sep 2025R277.1bR442.3bR19.5b8.4x14.2x0.6x
Thu, 21 Aug 2025R279.2bR460.7bR19.8b8.1x14.1x0.6x
Sat, 19 Jul 2025R299.9bR460.4bR19.7b8.7x15.2x0.7x
Mon, 16 Jun 2025R293.2bR460.6bR19.7b8.2x14.9x0.6x
Wed, 14 May 2025R308.8bR447.8bR18.1b8.1x17.1x0.7x
Fri, 11 Apr 2025R273.4bR447.3bR18.1b7.7x15.1x0.6x
Sun, 09 Mar 2025R294.5bR447.4bR18.2b8.7x16.2x0.7x
Tue, 04 Feb 2025R312.1bR447.8bR18.2b10x17.1x0.7x
Thu, 02 Jan 2025R356.6bR447.8bR18.2b11.5x19.6x0.8x
Sat, 30 Nov 2024R347.3bR447.8bR18.2b11.7x19.1x0.8x
Mon, 28 Oct 2024R310.6bR451.2bR14.7b10.5x21.1x0.7x
Wed, 25 Sep 2024R316.2bR429.5bR14.2b9.7x22.3x0.7x
Fri, 23 Aug 2024R287.5bR428.0bR15.4b7.2x18.6x0.7x
Sun, 21 Jul 2024R263.3bR428.0bR15.4b7.3x17.1x0.6x
Tue, 18 Jun 2024R246.9bR428.1bR15.4b7.1x16x0.6x
Thu, 16 May 2024R238.1bR420.9bR14.9b7.2x16x0.6x
Sat, 13 Apr 2024R211.2bR421.0bR14.9b6.7x14.2x0.5x
Mon, 11 Mar 2024R229.6bR421.1bR14.9b6x15.4x0.5x
Wed, 07 Feb 2024R230.3bR410.9bR15.7b5.9x14.7x0.6x
Fri, 05 Jan 2024R214.9bR410.9bR15.7b5.9x13.7x0.5x
Sun, 03 Dec 2023R221.2bR410.9bR15.7b5.9x14.1x0.5x
Tue, 31 Oct 2023R205.4bR399.9bR23.1b7.1x8.9x0.5x
Thu, 28 Sep 2023R208.5bR399.4bR23.1b6.8x9x0.5x
Sat, 26 Aug 2023R207.7bR382.8bR23.4b7.1x8.9x0.5x
Mon, 24 Jul 2023R204.4bR382.9bR23.4b7x8.7x0.5x
Wed, 21 Jun 2023R200.4bR378.9bR23.8b7x8.4x0.5x
Price to Earnings Ratio

8.4x


Total Market Cap: R200.4bTotal Earnings: R23.8bTotal Revenue: R378.9bTotal 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 10.7x 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 3.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.1% 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 Market1.40%
Consumer Discretionary-1.05%
Specialty Stores2.91%
Automotive Retail5.96%
Apparel Retail2.98%
Home Improvement Retail1.25%
Home Furnishing Retail-7.68%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 17.6x.
    • Analysts are expecting annual earnings growth of 10.5%, which is higher than its past year's earnings decline of 7.2% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, which is trading close to its 3-year average of 7.2x.
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 9.6% 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
PPH Pepkor HoldingsR22.043.3%
+R2.6b		-18.7%PE13.5x
MTH Motus HoldingsR110.8011.3%
+R2.0b		16.9%PE7.3x
TFG Foschini GroupR63.379.5%
+R1.7b		-48.7%PE15.2x
TRU Truworths InternationalR55.286.0%
+R1.1b		-18.2%PE7.2x
SPG Super GroupR18.537.2%
+R419.0m		-36.2%PE6.9x

Latest News

TFG
R63.37
Foschini Group
7D
9.5%
1Y
-48.7%
MRP
R169.41
Mr Price Group
7D
-1.5%
1Y
-20.6%
CMH
R39.00
Combined Motor Holdings
7D
-2.0%
1Y
23.4%
PPH
R22.04
Pepkor Holdings
7D
3.3%
1Y
-18.7%
TRU
R55.28
Truworths International
7D
6.0%
1Y
-18.2%
Narrative Update • Jun 04

TRU: Sustained Dividend Policy Will Continue To Support Future Share Price Upside

Analysts have kept the Truworths International price target steady at ZAR68.00. Only small adjustments to assumptions such as the discount rate, revenue growth outlook, profit margin and future P/E have shaped this reaffirmed view.
MTH
R110.80
Motus Holdings
7D
11.3%
1Y
16.9%
Narrative Update • Jun 02

MTH: Higher Future P/E Will Support Upside Despite Softer Assumptions

Analysts have lifted their fair value estimate for Motus Holdings from ZAR115.00 to ZAR125.00, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E as the key drivers of the revised price target. What's in the News No recent news items, periodical articles, or key developments were provided for Motus Holdings, so there are currently no specific events to highlight for readers.
WBC
R35.14
We Buy Cars Holdings
7D
0.6%
1Y
-31.4%
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.
LEW
R89.49
Lewis Group
7D
-2.2%
1Y
9.5%
WVR
R51.50
Weaver Fintech
7D
-11.9%
1Y
53.7%
ITE
R8.51
Italtile
7D
1.6%
1Y
-14.0%
SPG
R18.53
Super Group
7D
7.2%
1Y
-36.2%