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South African (JSE) Specialty Stores Industry Analysis

UpdatedOct 20, 2025
DataAggregated Company Financials
Companies15
  • 7D1.4%
  • 3M-2.0%
  • 1Y-8.5%
  • YTD-18.7%

The Specialty Stores industry is up 1.4% in the last week, with Pepkor Holdings up 6.0%. In the same time, Weaver Fintech was down 12%. However, the industry is down 8.5% over the past year. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

Has the South African Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Oct 2025R288.1bR443.3bR19.8b10.5x14.6x0.6x
Wed, 17 Sep 2025R277.8bR442.3bR19.5b8.4x14.3x0.6x
Fri, 15 Aug 2025R279.6bR460.7bR19.8b8.2x14.1x0.6x
Sun, 13 Jul 2025R298.5bR460.4bR19.7b8.9x15.2x0.6x
Tue, 10 Jun 2025R315.4bR460.6bR19.7b8.3x16x0.7x
Thu, 08 May 2025R297.0bR447.8bR18.1b8.4x16.4x0.7x
Sat, 05 Apr 2025R255.9bR447.3bR18.1b7.8x14.1x0.6x
Mon, 03 Mar 2025R301.9bR447.1bR18.1b9.4x16.7x0.7x
Wed, 29 Jan 2025R314.3bR447.8bR18.2b9.9x17.3x0.7x
Fri, 27 Dec 2024R360.8bR447.8bR18.2b11.2x19.8x0.8x
Sun, 24 Nov 2024R337.4bR453.3bR14.4b10.9x23.4x0.7x
Tue, 22 Oct 2024R314.2bR429.4bR14.0b10.4x22.4x0.7x
Thu, 19 Sep 2024R298.5bR429.5bR14.2b9.4x21.1x0.7x
Sat, 17 Aug 2024R282.4bR428.0bR15.4b7.3x18.3x0.7x
Mon, 15 Jul 2024R267.0bR428.0bR15.4b7.3x17.4x0.6x
Wed, 12 Jun 2024R232.0bR426.6bR15.1b7x15.4x0.5x
Fri, 10 May 2024R230.6bR420.9bR14.9b7.2x15.5x0.5x
Sun, 07 Apr 2024R216.9bR421.0bR14.9b6.3x14.6x0.5x
Tue, 05 Mar 2024R226.6bR421.1bR14.9b6.3x15.2x0.5x
Thu, 01 Feb 2024R232.9bR410.9bR15.7b5.9x14.9x0.6x
Sat, 30 Dec 2023R227.1bR410.9bR15.7b6.1x14.5x0.6x
Mon, 27 Nov 2023R230.2bR406.4bR22.7b7.1x10.1x0.6x
Wed, 25 Oct 2023R202.5bR399.9bR23.1b7.2x8.8x0.5x
Fri, 22 Sep 2023R208.6bR399.4bR23.1b6.9x9x0.5x
Sun, 20 Aug 2023R208.2bR382.8bR23.4b7x8.9x0.5x
Tue, 18 Jul 2023R206.9bR382.9bR23.4b6.9x8.8x0.5x
Thu, 15 Jun 2023R206.4bR378.9bR23.8b7.1x8.7x0.5x
Sat, 13 May 2023R191.9bR373.1bR24.5b6.6x7.8x0.5x
Mon, 10 Apr 2023R205.1bR372.3bR24.5b7x8.4x0.6x
Wed, 08 Mar 2023R217.2bR369.5bR24.2b7.6x9x0.6x
Fri, 03 Feb 2023R237.6bR354.6bR24.0b8.2x9.9x0.7x
Sun, 01 Jan 2023R221.4bR354.4bR24.0b6.8x9.2x0.6x
Tue, 29 Nov 2022R236.6bR354.4bR24.0b6.7x9.8x0.7x
Thu, 27 Oct 2022R232.9bR346.4bR22.9b6.6x10.2x0.7x
Price to Earnings Ratio

10.2x


Total Market Cap: R232.9bTotal Earnings: R22.9bTotal Revenue: R346.4bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Specialty Stores Industry Price to Earnings3Y Average 13.8x202320242025
Current Industry PE
  • Investors are relatively neutral on the South African Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 13.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 4.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.6% 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-0.43%
Consumer Discretionary-2.39%
Specialty Stores1.43%
Apparel Retail2.19%
Home Improvement Retail0.62%
Automotive Retail-1.02%
Home Furnishing Retail-1.40%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 17.1x.
    • Analysts are expecting annual earnings growth of 27.4%, which is higher than its past year's earnings growth of 5.2% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, which is trading close to its 3-year average of 6.6x.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings growth rate of 5.2% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 6.4% 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 HoldingsR27.426.0%
+R5.7b		17.1%PE38.5x
TFG Foschini GroupR121.194.8%
+R1.8b		-19.5%PE12.3x
MRP Mr Price GroupR227.183.1%
+R1.8b		-12.5%PE16.1x
SPG Super GroupR15.543.5%
+R180.0m		-33.6%PE6.6x
ITE ItaltileR9.501.1%
+R119.0m		-25.7%PE7.6x

Latest News

CMH
R34.18
Combined Motor Holdings
7D
3.5%
1Y
0.5%
SPG
R15.54
Super Group
7D
3.5%
1Y
-33.6%
ITE
R9.50
Italtile
7D
1.1%
1Y
-25.7%
TRU
R56.02
Truworths International
7D
0.04%
1Y
-47.9%

Cape Town Center And New Formats Will Transform African Retail

Analysts have revised Truworths International's fair value estimate downward from R72.94 to R65.37. This change reflects adjustments for a slightly higher discount rate and modest changes in revenue growth and profit margin forecasts.
WVR
R45.01
Weaver Fintech
7D
-11.7%
1Y
15.4%

Weaver Fintech (JSE:WVR) Is Doing The Right Things To Multiply Its Share Price

Oct 03
Weaver Fintech (JSE:WVR) Is Doing The Right Things To Multiply Its Share Price
MRP
R227.18
Mr Price Group
7D
3.1%
1Y
-12.5%

Mr Price Group Limited's (JSE:MRP) Price Is Out Of Tune With Earnings

Oct 01
Mr Price Group Limited's (JSE:MRP) Price Is Out Of Tune With Earnings
MTH
R103.00
Motus Holdings
7D
-2.5%
1Y
-13.4%
CSB
R131.26
Cashbuild
7D
-5.6%
1Y
-24.4%
WBC
R56.04
We Buy Cars Holdings
7D
-1.3%
1Y
60.1%
TFG
R121.19
Foschini Group
7D
4.8%
1Y
-19.5%
LEW
R74.79
Lewis Group
7D
-1.6%
1Y
10.0%
PPH
R27.42
Pepkor Holdings
7D
6.0%
1Y
17.1%