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South African (JSE) Specialty Stores Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies15
  • 7D4.0%
  • 3M-9.5%
  • 1Y-15.6%
  • YTD-10.6%

The Specialty Stores industry is up 3.0% in the last week, with Mr Price Group up 1.9%. However, the industry is down 10% over the past year. 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
Tue, 14 Apr 2026R238.8bR455.8bR22.8b8.4x10.5x0.5x
Thu, 12 Mar 2026R252.0bR457.9bR22.8b8.6x11.1x0.6x
Sat, 07 Feb 2026R264.2bR454.1bR22.7b9.3x11.6x0.6x
Mon, 05 Jan 2026R268.0bR454.1bR22.7b9.2x11.8x0.6x
Wed, 03 Dec 2025R269.8bR452.2bR22.6b9x11.9x0.6x
Fri, 31 Oct 2025R271.6bR443.3bR19.8b9.5x13.7x0.6x
Sun, 28 Sep 2025R270.1bR442.3bR19.5b9.3x13.9x0.6x
Tue, 26 Aug 2025R281.4bR460.5bR19.8b8.9x14.2x0.6x
Thu, 24 Jul 2025R292.0bR460.4bR19.7b8.6x14.8x0.6x
Sat, 21 Jun 2025R292.0bR460.6bR19.7b8.2x14.8x0.6x
Mon, 19 May 2025R307.8bR447.8bR18.1b8.1x17x0.7x
Wed, 16 Apr 2025R284.0bR447.3bR18.1b7.9x15.7x0.6x
Fri, 14 Mar 2025R284.1bR449.3bR18.2b8.5x15.6x0.6x
Sun, 09 Feb 2025R320.4bR447.8bR18.2b10x17.6x0.7x
Tue, 07 Jan 2025R350.9bR447.8bR18.2b11.2x19.3x0.8x
Thu, 05 Dec 2024R358.6bR447.8bR18.2b11.5x19.7x0.8x
Sat, 02 Nov 2024R315.6bR451.2bR14.7b10.8x21.5x0.7x
Mon, 30 Sep 2024R322.1bR429.5bR14.1b10.4x22.9x0.7x
Wed, 28 Aug 2024R298.2bR428.1bR15.4b7.4x19.3x0.7x
Fri, 26 Jul 2024R266.4bR428.0bR15.4b7.3x17.3x0.6x
Sun, 23 Jun 2024R268.3bR428.1bR15.4b7.2x17.4x0.6x
Tue, 21 May 2024R239.4bR420.9bR14.9b7.2x16.1x0.6x
Thu, 18 Apr 2024R216.3bR421.0bR14.9b6.9x14.5x0.5x
Sat, 16 Mar 2024R224.7bR422.2bR15.0b6x15x0.5x
Mon, 12 Feb 2024R229.5bR410.9bR15.7b5.9x14.6x0.6x
Wed, 10 Jan 2024R220.0bR410.9bR15.7b5.9x14x0.5x
Fri, 08 Dec 2023R220.5bR410.9bR15.7b6.1x14.1x0.5x
Sun, 05 Nov 2023R222.8bR399.9bR23.1b7.3x9.6x0.6x
Tue, 03 Oct 2023R209.5bR399.4bR23.1b6.8x9.1x0.5x
Thu, 31 Aug 2023R208.0bR391.0bR23.3b7x8.9x0.5x
Sat, 29 Jul 2023R220.0bR382.9bR23.4b7.1x9.4x0.6x
Mon, 26 Jun 2023R194.2bR382.9bR23.4b6.9x8.3x0.5x
Wed, 24 May 2023R187.1bR373.1bR24.5b6.5x7.6x0.5x
Fri, 21 Apr 2023R206.3bR372.5bR24.6b7x8.4x0.6x
Price to Earnings Ratio

8.4x


Total Market Cap: R206.3bTotal 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 10.7x 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 Market2.61%
Consumer Discretionary2.84%
Specialty Stores4.02%
Home Furnishing Retail6.40%
Apparel Retail4.59%
Automotive Retail2.22%
Home Improvement Retail1.05%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 17.5x.
    • Analysts are expecting annual earnings growth of 10.5%, 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
PPH Pepkor HoldingsR22.914.1%
+R3.4b		-11.3%PE15x
MRP Mr Price GroupR158.504.8%
+R1.9b		-28.6%PE11x
TFG Foschini GroupR71.835.6%
+R1.2b		-40.5%PE7.9x
TRU Truworths InternationalR53.004.8%
+R879.0m		-24.5%PE6.9x
WVR Weaver FintechR67.009.8%
+R634.8m		116.1%PE17.5x

Latest News

WBC
R39.99
We Buy Cars Holdings
7D
1.7%
1Y
0.5%

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
R71.83
Foschini Group
7D
5.6%
1Y
-40.5%

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
R22.91
Pepkor Holdings
7D
4.1%
1Y
-11.3%

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.
WVR
R67.00
Weaver Fintech
7D
9.8%
1Y
116.1%
CMH
R40.00
Combined Motor Holdings
7D
6.1%
1Y
40.3%
TRU
R53.00
Truworths International
7D
4.8%
1Y
-24.5%
MRP
R158.50
Mr Price Group
7D
4.8%
1Y
-28.6%

MRP: Larger Minority Stake Will Support Future Return Potential

Analysts have trimmed their ZAR fair value estimate for Mr Price Group from ZAR518.14 to ZAR480.13, reflecting updated assumptions for revenue growth, profit margins, the discount rate and future P/E 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
R116.25
Motus Holdings
7D
2.2%
1Y
35.4%

MTH: Organic Expansion And Dividends Will Support Future Upside

Analysts have kept their ZAR fair value estimate for Motus Holdings steady at ZAR149.25 per share, with only marginal tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E, resulting in no material change to the overall price target. What's in the News The Board declared a gross interim ordinary dividend of ZAR3.00 per ordinary share, paid out of income reserves, for 177,963,447 ordinary shares, subject to a 20% local dividend tax where applicable (Key Developments).
CSB
R127.00
Cashbuild
7D
-0.7%
1Y
-19.6%