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South African (JSE) Specialty Stores Industry Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies15
  • 7D1.8%
  • 3M-16.9%
  • 1Y-26.2%
  • YTD-15.1%

In the last week, the Specialty Stores industry is up 1.8%, with Mr Price Group up 4.5%. In the past year, the industry is down 26%. Looking forward, 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
Thu, 28 May 2026R226.9bR464.6bR23.2b7.7x9.8x0.5x
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
Price to Earnings Ratio

7.6x


Total Market Cap: R183.9bTotal Earnings: R24.1bTotal Revenue: R375.0bTotal 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 9.8x 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 7.4% 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 and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the South African Consumer Discretionary industry?

ZA Market1.42%
Consumer Discretionary0.17%
Specialty Stores1.77%
Home Improvement Retail5.08%
Automotive Retail1.90%
Apparel Retail1.77%
Home Furnishing Retail-2.36%
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 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 9.5% 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
MRP Mr Price GroupR158.874.5%
+R1.7b		-33.9%PE11x
ITE ItaltileR8.917.6%
+R750.9m		-11.8%PE7.7x
PPH Pepkor HoldingsR21.990.5%
+R442.8m		-21.9%PE13.5x
LEW Lewis GroupR88.007.8%
+R332.6m		6.0%PE5.8x
TRU Truworths InternationalR51.751.1%
+R197.0m		-29.1%PE6.7x

Latest News

CMH
R40.10
Combined Motor Holdings
7D
5.6%
1Y
24.2%
LEW
R88.00
Lewis Group
7D
7.8%
1Y
6.0%
PPH
R21.99
Pepkor Holdings
7D
0.5%
1Y
-21.9%
WBC
R35.26
We Buy Cars Holdings
7D
-1.0%
1Y
-27.9%
TFG
R57.90
Foschini Group
7D
-2.0%
1Y
-56.9%
MRP
R158.87
Mr Price Group
7D
4.5%
1Y
-33.9%
Narrative Update • May 21

MRP: Future Dividend Strength Seen Supporting Returns Despite Retail Headwinds

Analysts have revised their fair value estimate for Mr Price Group from ZAR196.30 to ZAR173.00 to reflect updated assumptions around discount rates, revenue growth, profit margins and the future P/E multiple. Valuation Changes Fair Value: Updated fair value has fallen from ZAR196.30 to ZAR173.00, a reduction of about 12%.
MTH
R103.76
Motus Holdings
7D
0.8%
1Y
17.9%
Narrative Update • May 18

MTH: Organic Expansion And Dividends Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Motus Holdings at ZAR145.34 per share, with only marginal adjustments to inputs such as the discount rate and the assumed future P/E ratio supporting this unchanged price target. What's in the News The Board declared a gross interim ordinary dividend of ZAR3.00 per share, paid from income reserves to holders of 177,963,447 ordinary shares.
TRU
R51.75
Truworths International
7D
1.1%
1Y
-29.1%
Narrative Update • May 15

TRU: Sustained Dividend Policy Will Support Future Share Price Upside

Analysts have maintained their ZAR68.00 price target on Truworths International, citing only modest adjustments to key model inputs such as the discount rate, revenue growth, profit margin and assumed future P/E as the basis for their stance. What's in the News Directors declared an interim gross cash dividend from retained earnings for the 26-week period ended 28 December 2025 of 321 South African cents per ordinary share, compared with 317 South African cents for the prior comparable period (company announcement).
WVR
R61.44
Weaver Fintech
7D
-4.0%
1Y
92.0%
CSB
R119.30
Cashbuild
7D
-4.2%
1Y
-18.2%
ITE
R8.91
Italtile
7D
7.6%
1Y
-11.8%
SPG
R17.10
Super Group
7D
2.7%
1Y
-43.2%