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South African (JSE) Specialty Stores Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies15
  • 7D-2.5%
  • 3M1.7%
  • 1Y-20.6%
  • YTD-12.7%

Over the last 7 days, the Specialty Stores industry has dropped 2.5%, driven by a pullback from Pepkor Holdings of 3.5%. Overall the industry is down 21% in 12 months. Looking forward, 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
Mon, 29 Jun 2026R232.5bR467.0bR21.6b11.7x10.7x0.5x
Wed, 27 May 2026R223.7bR464.6bR23.2b7.3x9.6x0.5x
Fri, 24 Apr 2026R236.4bR455.8bR22.8b8.6x10.4x0.5x
Sun, 22 Mar 2026R242.2bR455.8bR22.8b7.8x10.6x0.5x
Tue, 17 Feb 2026R262.8bR454.1bR22.7b9.4x11.6x0.6x
Thu, 15 Jan 2026R264.5bR454.1bR22.7b9.3x11.7x0.6x
Sat, 13 Dec 2025R264.8bR454.1bR22.7b9x11.7x0.6x
Mon, 10 Nov 2025R266.9bR446.6bR19.5b9.3x13.7x0.6x
Wed, 08 Oct 2025R276.2bR442.3bR19.5b10.3x14.2x0.6x
Fri, 05 Sep 2025R271.9bR460.7bR18.8b8.9x14.4x0.6x
Sun, 03 Aug 2025R288.1bR460.4bR19.7b8.7x14.6x0.6x
Tue, 01 Jul 2025R298.4bR460.4bR19.7b8.5x15.2x0.6x
Thu, 29 May 2025R303.7bR455.1bR18.9b8.2x16x0.7x
Sat, 26 Apr 2025R295.3bR447.3bR18.1b7.9x16.3x0.7x
Mon, 24 Mar 2025R290.8bR447.4bR18.1b8.1x16x0.7x
Wed, 19 Feb 2025R317.0bR447.8bR18.2b9.8x17.4x0.7x
Fri, 17 Jan 2025R337.2bR447.8bR18.2b10.5x18.5x0.8x
Sun, 15 Dec 2024R363.1bR447.8bR18.2b11.8x19.9x0.8x
Tue, 12 Nov 2024R314.0bR450.7bR14.7b10.8x21.4x0.7x
Thu, 10 Oct 2024R309.1bR429.5bR14.1b10.3x21.9x0.7x
Sat, 07 Sep 2024R288.1bR430.2bR15.1b8.6x19.1x0.7x
Mon, 05 Aug 2024R271.0bR428.0bR15.4b7.3x17.6x0.6x
Wed, 03 Jul 2024R267.0bR428.1bR15.4b7.2x17.4x0.6x
Fri, 31 May 2024R224.7bR424.7bR14.8b7.2x15.2x0.5x
Sun, 28 Apr 2024R219.7bR421.0bR14.9b7x14.7x0.5x
Tue, 26 Mar 2024R219.4bR421.0bR15.0b5.9x14.7x0.5x
Thu, 22 Feb 2024R227.8bR410.8bR15.5b6x14.7x0.6x
Sat, 20 Jan 2024R213.8bR410.9bR15.7b5.7x13.6x0.5x
Mon, 18 Dec 2023R220.4bR410.9bR15.7b5.9x14.1x0.5x
Wed, 15 Nov 2023R228.7bR402.9bR22.9b7x10x0.6x
Fri, 13 Oct 2023R204.6bR399.4bR23.1b6.9x8.8x0.5x
Sun, 10 Sep 2023R200.4bR399.4bR23.1b6.8x8.7x0.5x
Tue, 08 Aug 2023R213.5bR382.9bR23.4b7x9.1x0.6x
Thu, 06 Jul 2023R203.5bR382.9bR23.4b6.7x8.7x0.5x
Price to Earnings Ratio

8.7x


Total Market Cap: R203.5bTotal Earnings: R23.4bTotal Revenue: R382.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 14.4x202420252026
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 14.4x.
  • 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 Market-2.24%
Consumer Discretionary-2.97%
Specialty Stores-2.50%
Home Improvement Retail2.27%
Home Furnishing Retail-0.31%
Automotive Retail-2.60%
Apparel Retail-2.98%
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 11.7%, 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 9.3% 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
ITE ItaltileR9.403.3%
+R357.6m		-6.0%PE8.1x
CMH Combined Motor HoldingsR39.331.6%
+R43.7m		29.7%PE7x
MTH Motus HoldingsR109.600.09%
+R17.5m		16.5%PE7.2x
WVR Weaver FintechR54.990.02%
+R1.1m		52.8%PE14.4x

Latest News

MRP
R174.90
Mr Price Group
7D
-0.2%
1Y
-21.0%
SPG
R18.90
Super Group
7D
-3.8%
1Y
19.5%
Narrative Update • Jun 26

SPG: Fair Value View Will Rely On Modest Margin And P/E Assumptions

Analysts have lifted their price target for Super Group from ZAR18.50 to about ZAR20.77, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples that support the higher valuation range. What’s in the News for Super Group No recent Super Group specific news items were provided in the source feeds, so this section reflects that absence of disclosed developments.
WVR
R54.99
Weaver Fintech
7D
0.02%
1Y
52.8%
WBC
R33.87
We Buy Cars Holdings
7D
-3.2%
1Y
-43.5%
Narrative Update • Jun 25

WBC: Higher Interim Dividend And Richer Future P/E Will Support Upside

The analyst price target for We Buy Cars Holdings has been adjusted from ZAR 48.60 to ZAR 46.85. Analysts highlighted updated assumptions for growth, margins and future P/E as the key drivers behind this change.
PPH
R21.90
Pepkor Holdings
7D
-2.7%
1Y
-19.6%
Narrative Update • Jun 24

PPH: Retail Platform Customer Scale Will Support Future Upside Cash Flows

Analysts have slightly reduced their fair value estimate for Pepkor Holdings, trimming the price target from ZAR29.79 to ZAR29.45. This reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.
LEW
R91.30
Lewis Group
7D
-1.6%
1Y
13.5%
TFG
R61.82
Foschini Group
7D
-5.0%
1Y
-52.0%
TRU
R55.58
Truworths International
7D
-3.8%
1Y
-22.2%
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.
MTH
R109.60
Motus Holdings
7D
0.09%
1Y
16.5%
Narrative Update • Jun 16

MTH: Dividend And Bolt On Acquisitions Will Support Future Upside Potential

Analysts have kept their ZAR 156.69 price target on Motus Holdings unchanged, highlighting relatively stable assumptions around the discount rate, revenue growth, profit margins and future P/E in their latest models. What’s in the News for Motus Holdings No recent news stories for Motus Holdings are available from the provided primary sources.
CMH
R39.33
Combined Motor Holdings
7D
1.6%
1Y
29.7%
CSB
R116.00
Cashbuild
7D
-1.3%
1Y
-24.7%
ITE
R9.40
Italtile
7D
3.3%
1Y
-6.0%