South African (JSE) Specialty Stores Industry Analysis
UpdatedJul 28, 2024
DataAggregated Company Financials
Companies15
- 7D1.5%
- 3M20.4%
- 1Y16.3%
- YTD15.1%
The Specialty Stores industry is up 1.5% in the last week, with Mr Price Group up 4.0%. In the last 12 months, the industry was up 16%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jul 2024 | R267.7b | R428.0b | R15.4b | 7.3x | 17.4x | 0.6x |
| Tue, 25 Jun 2024 | R260.4b | R428.1b | R15.4b | 7.2x | 16.9x | 0.6x |
| Thu, 23 May 2024 | R238.8b | R420.9b | R14.9b | 7.2x | 16x | 0.6x |
| Sat, 20 Apr 2024 | R214.8b | R421.0b | R14.9b | 6.9x | 14.4x | 0.5x |
| Mon, 18 Mar 2024 | R224.7b | R421.0b | R15.0b | 6x | 15x | 0.5x |
| Wed, 14 Feb 2024 | R226.8b | R410.9b | R15.7b | 5.9x | 14.5x | 0.6x |
| Fri, 12 Jan 2024 | R224.2b | R410.9b | R15.7b | 5.9x | 14.3x | 0.5x |
| Sun, 10 Dec 2023 | R221.4b | R410.9b | R15.7b | 5.9x | 14.1x | 0.5x |
| Tue, 07 Nov 2023 | R223.7b | R399.9b | R23.1b | 7.4x | 9.7x | 0.6x |
| Thu, 05 Oct 2023 | R207.4b | R399.4b | R23.1b | 6.6x | 9x | 0.5x |
| Sat, 02 Sep 2023 | R211.4b | R399.4b | R23.1b | 6.8x | 9.1x | 0.5x |
| Mon, 31 Jul 2023 | R220.0b | R382.9b | R23.4b | 7.1x | 9.4x | 0.6x |
| Wed, 28 Jun 2023 | R196.8b | R382.9b | R23.4b | 6.9x | 8.4x | 0.5x |
| Fri, 26 May 2023 | R188.3b | R373.1b | R24.5b | 6.5x | 7.7x | 0.5x |
| Sun, 23 Apr 2023 | R205.6b | R372.5b | R24.6b | 6.9x | 8.4x | 0.6x |
| Tue, 21 Mar 2023 | R198.5b | R372.1b | R24.6b | 7.4x | 8.1x | 0.5x |
| Thu, 16 Feb 2023 | R231.3b | R354.6b | R24.0b | 8x | 9.6x | 0.7x |
| Sat, 14 Jan 2023 | R233.0b | R354.6b | R24.0b | 7.4x | 9.7x | 0.7x |
| Mon, 12 Dec 2022 | R226.7b | R354.4b | R24.0b | 7x | 9.4x | 0.6x |
| Wed, 09 Nov 2022 | R247.9b | R346.4b | R22.9b | 6.7x | 10.8x | 0.7x |
| Fri, 07 Oct 2022 | R237.8b | R345.7b | R22.8b | 7.4x | 10.4x | 0.7x |
| Sun, 04 Sep 2022 | R249.6b | R345.1b | R22.3b | 8.2x | 11.2x | 0.7x |
| Tue, 02 Aug 2022 | R237.5b | R335.9b | R21.3b | 8.3x | 11.1x | 0.7x |
| Thu, 30 Jun 2022 | R238.5b | R335.9b | R21.3b | 8.3x | 11.2x | 0.7x |
| Sat, 28 May 2022 | R255.2b | R328.4b | R16.1b | 8.2x | 15.8x | 0.8x |
| Mon, 25 Apr 2022 | R265.0b | R327.8b | R16.1b | 8.4x | 16.5x | 0.8x |
| Wed, 23 Mar 2022 | R263.3b | R327.6b | R16.0b | 9.6x | 16.4x | 0.8x |
| Fri, 18 Feb 2022 | R277.5b | R326.1b | R15.0b | 10.7x | 18.4x | 0.9x |
| Sun, 16 Jan 2022 | R265.4b | R326.1b | R15.0b | 10.3x | 17.7x | 0.8x |
| Tue, 14 Dec 2021 | R251.8b | R326.1b | R14.9b | 9.9x | 16.9x | 0.8x |
| Thu, 11 Nov 2021 | R271.4b | R305.0b | R7.2b | 9.1x | 37.9x | 0.9x |
| Sat, 09 Oct 2021 | R257.8b | R303.0b | R6.9b | 10.7x | 37.4x | 0.9x |
| Mon, 06 Sep 2021 | R267.6b | R303.0b | R6.9b | 10.7x | 38.9x | 0.9x |
| Wed, 04 Aug 2021 | R265.2b | R303.0b | R6.9b | 9.4x | 38.5x | 0.9x |
Price to Earnings Ratio
38.5x
Current Industry PE
- Investors are optimistic on the South African Specialty Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 17.4x which is higher than its 3-year average PE of 15.1x.
- The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 31% per year over the last three years.
- Revenues for these companies have grown 12% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South African Consumer Discretionary industry?
| ZA Market | 1.88% | |
| Consumer Discretionary | 0.44% | |
| Specialty Stores | 1.53% | |
| Automotive Retail | 2.39% | |
| Apparel Retail | 1.67% | |
| Computer and Electronics Retail | 0% | |
| Specialty Stores | 0% | |
| Home Furnishing Retail | -0.87% | |
| Home Improvement Retail | -1.30% | |
Industry PE
- Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 40.7x.
- Analysts are expecting annual earnings growth of 25.8%, which is higher than its past year's earnings growth of 0.2% 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 6.0x.
Forecasted Growth
- Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings growth rate of 0.2% per year.
- In contrast, the Automotive Retail industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MRP Mr Price Group | R211.51 | 4.0% +R2.1b | 31.9% | PE16.6x | |
| MTH Motus Holdings | R102.50 | 3.0% +R528.5m | -1.9% | PE6.1x | |
| TFG Foschini Group | R135.00 | 1.2% +R516.6m | 25.4% | PE14.5x | |
| TRU Truworths International | R89.10 | 1.5% +R501.3m | 26.0% | PE9.8x | |
| WBC We Buy Cars Holdings | R26.40 | 3.9% +R417.2m | n/a | n/a |