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South African (JSE) Specialty Stores Industry Analysis

UpdatedApr 25, 2026
DataAggregated Company Financials
Companies15
  • 7D-4.9%
  • 3M-15.2%
  • 1Y-20.5%
  • YTD-12.4%

Over the last 7 days, the Specialty Stores industry has dropped 4.9%, driven by Pepkor Holdings declining 5.1%. Overall the industry is down 20% in 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
Sat, 25 Apr 2026R234.1bR455.8bR22.8b8.8x10.3x0.5x
Mon, 23 Mar 2026R242.2bR455.8bR22.8b7.8x10.6x0.5x
Wed, 18 Feb 2026R261.1bR454.1bR22.7b9.3x11.5x0.6x
Fri, 16 Jan 2026R265.5bR454.1bR22.7b9.3x11.7x0.6x
Sun, 14 Dec 2025R264.8bR454.1bR22.7b9x11.7x0.6x
Tue, 11 Nov 2025R268.5bR446.6bR19.5b9.4x13.7x0.6x
Thu, 09 Oct 2025R277.2bR442.3bR19.5b10.3x14.2x0.6x
Sat, 06 Sep 2025R274.9bR460.7bR18.8b8.8x14.6x0.6x
Mon, 04 Aug 2025R288.1bR460.4bR19.7b8.7x14.6x0.6x
Wed, 02 Jul 2025R298.4bR460.4bR19.7b8.5x15.2x0.6x
Fri, 30 May 2025R308.3bR455.7bR19.2b8.1x16.1x0.7x
Sun, 27 Apr 2025R295.3bR447.3bR18.1b7.9x16.3x0.7x
Tue, 25 Mar 2025R293.5bR447.4bR18.1b8.1x16.2x0.7x
Thu, 20 Feb 2025R317.0bR447.8bR18.2b9.8x17.4x0.7x
Sat, 18 Jan 2025R337.5bR447.8bR18.2b10.7x18.5x0.8x
Mon, 16 Dec 2024R363.1bR447.8bR18.2b11.8x19.9x0.8x
Wed, 13 Nov 2024R309.2bR450.7bR14.7b10.7x21.1x0.7x
Fri, 11 Oct 2024R310.5bR429.5bR14.1b10.2x22x0.7x
Sun, 08 Sep 2024R288.1bR430.2bR15.1b8.6x19.1x0.7x
Tue, 06 Aug 2024R266.7bR428.0bR15.4b7.3x17.3x0.6x
Thu, 04 Jul 2024R267.4bR428.0bR15.4b7.4x17.4x0.6x
Sat, 01 Jun 2024R223.2bR424.7bR14.8b7.2x15.1x0.5x
Mon, 29 Apr 2024R219.7bR421.0bR14.9b7x14.7x0.5x
Wed, 27 Mar 2024R220.6bR421.0bR15.0b6x14.7x0.5x
Fri, 23 Feb 2024R231.5bR410.8bR15.5b5.8x14.9x0.6x
Sun, 21 Jan 2024R213.8bR410.9bR15.7b5.7x13.6x0.5x
Tue, 19 Dec 2023R220.4bR410.9bR15.7b5.9x14.1x0.5x
Thu, 16 Nov 2023R229.3bR402.9bR22.9b7.3x10x0.6x
Sat, 14 Oct 2023R204.8bR399.5bR23.1b6.9x8.9x0.5x
Mon, 11 Sep 2023R200.4bR399.4bR23.1b6.8x8.7x0.5x
Wed, 09 Aug 2023R213.7bR382.9bR23.4b7.1x9.1x0.6x
Fri, 07 Jul 2023R199.9bR382.9bR23.4b6.6x8.5x0.5x
Sun, 04 Jun 2023R183.9bR375.0bR24.1b6.8x7.6x0.5x
Tue, 02 May 2023R204.2bR372.5bR24.6b7x8.3x0.5x
Price to Earnings Ratio

8.3x


Total Market Cap: R204.2bTotal Earnings: R24.6bTotal Revenue: R372.5bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 14.2x202420252026
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 10.3x which is lower than its 3-year average PE of 14.2x.
  • 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 2.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.0% 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-3.76%
Consumer Discretionary-4.62%
Specialty Stores-4.89%
Home Furnishing Retail-0.79%
Home Improvement Retail-1.72%
Automotive Retail-3.32%
Apparel Retail-5.80%
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 10.4%, which is higher than its past year's earnings growth of 4.7% per year.
  • Investors are most pessimistic about the Home Improvement Retail industry, which is trading below its 3-year average of 10.0x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 14% 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 9.7% 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
CMH Combined Motor HoldingsR41.954.4%
+R121.5m		39.8%PE8.8x
CSB CashbuildR129.010.4%
+R11.3m		-18.0%PE13x
NCS NictusR2.400.4%
+R534.4k		23.7%PE4.5x

Latest News

MRP
R158.02
Mr Price Group
7D
-6.4%
1Y
-32.4%

MRP: Allan Gray’s Larger Stake Will Support Future Upside Potential

Analysts have trimmed their price target on Mr Price Group to ZAR243.93 from ZAR252.82, reflecting updated assumptions for slightly softer revenue growth, a marginally higher discount rate, and a small adjustment to future P/E and profit margin expectations. What's in the News Allan Gray Proprietary Limited acquired an additional minority stake in Mr Price Group Limited (JSE:MRP) on January 22, 2026, increasing its clients' holding to 10.1318% of the total issued ordinary shares (Key Developments).
MTH
R111.76
Motus Holdings
7D
-4.1%
1Y
27.7%

MTH: Organic Expansion And Dividends Will Drive Future Upside Potential

Analysts have trimmed their price target for Motus Holdings from about ZAR149.25 to about ZAR145.34, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that slightly temper their valuation. What's in the News The Board declared a gross interim ordinary dividend of ZAR3.00 per share, payable to holders of 177,963,447 ordinary shares, sourced from income reserves, with a 20% local dividend tax applying to shareholders who are not exempt (Key Developments).
TRU
R52.47
Truworths International
7D
-6.2%
1Y
-27.9%

TRU: Fair Value View Will Balance Dividend Appeal And Slightly Higher P/E

Analysts have kept their fair value estimate for Truworths International steady at ZAR53.00. They cited only small tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E that did not warrant a change in the overall price target.
NCS
R2.40
Nictus
7D
0.4%
1Y
23.7%
WBC
R39.00
We Buy Cars Holdings
7D
-2.5%
1Y
-10.7%

WBC: Fair Value Confidence Will Stay Firm As Required Return Slightly Rises

Analysts have kept the ZAR 55.15 fair value estimate for We Buy Cars Holdings broadly unchanged, while slightly adjusting key inputs such as the discount rate and assumed future P/E. This reflects a fine tuning of their valuation rather than a major shift in view.
TFG
R69.67
Foschini Group
7D
-6.8%
1Y
-45.6%

TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential

Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).
PPH
R22.40
Pepkor Holdings
7D
-5.1%
1Y
-15.8%

PPH: Retail Platform Expansion And Acquisitions Will Drive Stronger Momentum

Analysts have trimmed their fair value estimate for Pepkor Holdings slightly from ZAR31.74 to ZAR31.61. The change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations.
CMH
R41.95
Combined Motor Holdings
7D
4.4%
1Y
39.8%
CSB
R129.01
Cashbuild
7D
0.4%
1Y
-18.0%
ITE
R8.68
Italtile
7D
-2.3%
1Y
-13.3%
SPG
R16.21
Super Group
7D
-6.7%
1Y
-44.1%