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South African (JSE) Specialty Stores Industry Analysis

UpdatedJun 20, 2026
DataAggregated Company Financials
Companies15
  • 7D3.2%
  • 3M-1.2%
  • 1Y-17.8%
  • YTD-10.4%

The Specialty Stores industry is up 3.2% in the last week, with Pepkor Holdings up 3.0%. Meanwhile, Nictus actually underperformed within the industry, shrinking 8.0% in the last week. In contrast, the industry has lost 18% in the last 12 months. 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
Sun, 21 Jun 2026R238.5bR467.0bR21.6b11.8x11x0.5x
Tue, 19 May 2026R224.1bR458.2bR22.8b6.8x9.8x0.5x
Thu, 16 Apr 2026R237.7bR455.8bR22.8b8.4x10.4x0.5x
Sat, 14 Mar 2026R244.6bR455.8bR22.8b8.1x10.7x0.5x
Mon, 09 Feb 2026R264.2bR454.1bR22.7b9.3x11.6x0.6x
Wed, 07 Jan 2026R266.0bR454.1bR22.7b9.2x11.7x0.6x
Fri, 05 Dec 2025R276.6bR452.2bR22.6b9.2x12.2x0.6x
Sun, 02 Nov 2025R269.2bR443.3bR19.8b9.4x13.6x0.6x
Tue, 30 Sep 2025R269.1bR442.3bR19.5b9.3x13.8x0.6x
Thu, 28 Aug 2025R280.3bR460.5bR19.8b8.8x14.2x0.6x
Sat, 26 Jul 2025R287.2bR460.4bR19.7b8.6x14.6x0.6x
Mon, 23 Jun 2025R292.0bR460.6bR19.7b8.2x14.8x0.6x
Wed, 21 May 2025R299.0bR449.6bR18.7b8.2x16x0.7x
Fri, 18 Apr 2025R279.2bR447.3bR18.1b7.8x15.4x0.6x
Sun, 16 Mar 2025R286.8bR449.3bR18.2b8.6x15.7x0.6x
Tue, 11 Feb 2025R319.7bR447.8bR18.2b9.8x17.6x0.7x
Thu, 09 Jan 2025R347.1bR447.8bR18.2b11.3x19.1x0.8x
Sat, 07 Dec 2024R360.9bR447.8bR18.2b11.6x19.8x0.8x
Mon, 04 Nov 2024R315.6bR451.2bR14.7b10.8x21.5x0.7x
Wed, 02 Oct 2024R319.3bR429.5bR14.1b10.4x22.7x0.7x
Fri, 30 Aug 2024R298.1bR428.1bR15.4b7.4x19.3x0.7x
Sun, 28 Jul 2024R267.7bR428.0bR15.4b7.3x17.4x0.6x
Tue, 25 Jun 2024R260.4bR428.1bR15.4b7.2x16.9x0.6x
Thu, 23 May 2024R238.8bR420.9bR14.9b7.2x16x0.6x
Sat, 20 Apr 2024R214.8bR421.0bR14.9b6.9x14.4x0.5x
Mon, 18 Mar 2024R224.7bR421.0bR15.0b6x15x0.5x
Wed, 14 Feb 2024R226.8bR410.9bR15.7b5.9x14.5x0.6x
Fri, 12 Jan 2024R224.2bR410.9bR15.7b5.9x14.3x0.5x
Sun, 10 Dec 2023R221.4bR410.9bR15.7b5.9x14.1x0.5x
Tue, 07 Nov 2023R223.7bR399.9bR23.1b7.4x9.7x0.6x
Thu, 05 Oct 2023R207.4bR399.4bR23.1b6.6x9x0.5x
Sat, 02 Sep 2023R211.4bR399.4bR23.1b6.8x9.1x0.5x
Mon, 31 Jul 2023R220.0bR382.9bR23.4b7.1x9.4x0.6x
Wed, 28 Jun 2023R196.8bR382.9bR23.4b6.9x8.4x0.5x
Price to Earnings Ratio

8.4x


Total Market Cap: R196.8bTotal 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 11.0x 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 Market0.77%
Consumer Discretionary-1.03%
Specialty Stores3.19%
Home Improvement Retail5.80%
Home Furnishing Retail4.76%
Apparel Retail3.39%
Automotive Retail1.26%
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, 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 9.4% 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
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
ITE ItaltileR9.137.3%
+R739.0m		-10.0%PE7.9x

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%
NCS
R2.99
Nictus
7D
-8.0%
1Y
35.9%
WBC
R35.95
We Buy Cars Holdings
7D
2.3%
1Y
-37.1%
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.
LEW
R93.04
Lewis Group
7D
4.0%
1Y
11.8%
WVR
R54.49
Weaver Fintech
7D
5.8%
1Y
65.6%
CSB
R116.99
Cashbuild
7D
-0.4%
1Y
-20.4%
ITE
R9.13
Italtile
7D
7.3%
1Y
-10.0%