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South African (JSE) Food and Staples Retail Industry Analysis

UpdatedNov 30, 2022
DataAggregated Company Financials
Companies8
  • 7D1.3%
  • 3M0.5%
  • 1Y9.0%
  • YTD2.3%

Bid is up 2.6%, leading the way for the Food and Staples Retail industry, which has gained 1.3%. This takes the industry's 12 month performance to a gain of 9.0%. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the South African Food and Staples Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022R414.8bR737.3bR16.4b22.7x25.3x0.6x
Fri, 28 Oct 2022R410.6bR728.0bR16.3b21.3x25.2x0.6x
Sun, 25 Sep 2022R378.6bR721.9bR15.6b21x24.2x0.5x
Tue, 23 Aug 2022R414.5bR692.1bR14.3b24.6x29x0.6x
Thu, 21 Jul 2022R379.9bR692.1bR14.3b21.8x26.6x0.5x
Sat, 18 Jun 2022R380.3bR692.1bR14.3b21.9x26.6x0.5x
Mon, 16 May 2022R405.3bR682.9bR14.1b24.9x28.8x0.6x
Wed, 13 Apr 2022R420.2bR681.3bR13.8b25x30.4x0.6x
Fri, 11 Mar 2022R395.5bR681.3bR13.8b24.6x28.7x0.6x
Sun, 06 Feb 2022R408.9bR673.0bR12.5b25.7x32.6x0.6x
Tue, 04 Jan 2022R406.7bR673.0bR12.5b24.4x32.4x0.6x
Thu, 02 Dec 2021R385.9bR673.0bR12.5b23.1x30.8x0.6x
Sat, 30 Oct 2021R389.3bR670.5bR12.7b25.8x30.7x0.6x
Mon, 27 Sep 2021R393.5bR665.0bR10.1b28.8x39x0.6x
Wed, 25 Aug 2021R374.5bR576.4bR11.7b28.5x32x0.6x
Thu, 01 Jul 2021R339.8bR568.9bR10.5b26.1x32.2x0.6x
Sun, 04 Apr 2021R326.0bR568.9bR10.5b26.6x30.9x0.6x
Wed, 06 Jan 2021R318.2bR650.1bR8.5b24.9x37.3x0.5x
Sat, 10 Oct 2020R299.0bR643.8bR9.0b23.1x33.2x0.5x
Fri, 03 Jul 2020R285.3bR640.9bR9.4b22.5x30.2x0.4x
Mon, 06 Apr 2020R299.1bR638.6bR11.5b21.9x26.1x0.5x
Thu, 09 Jan 2020R349.1bR644.1bR13.4b22.4x26.1x0.5x
Price to Earnings Ratio

24.5x


Total Market Cap: R347.5bTotal Earnings: R14.2bTotal Revenue: R638.4bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Food and Staples Retail Industry Price to Earnings3Y Average 29.9x202020212022
Current Industry PE
  • Investors are pessimistic on the South African Consumer Retailing 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 25.3x which is lower than its 3-year average PE of 29.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.53x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 5.0% per year over the last three years.
  • Revenues for these companies have grown 4.9% 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 Staples industry?

ZA Market0.17%
Consumer Staples1.15%
Food and Staples Retail1.26%
Food Distributors2.22%
Food Retail1.91%
Big Box Super Stores0%
Drug Retail-0.98%
Industry PE
  • Investors are most optimistic about the Drug Retail industry even though it's trading below its 3-year average PE ratio of 33.5x.
    • Analysts are expecting annual earnings growth of 8.5%, which is lower than the prior year's growth of 35.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food Distributors industry, expecting annual earnings growth of 14% over the next 5 years.
  • However this is lower than its past earnings growth rate of 26% per year.
  • In contrast, the Drug Retail industry is expected to see its earnings grow by 8.5% 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
BID BidR328.262.6%
+R2.7b
7.6%PE22.7x
SHP Shoprite HoldingsR250.161.9%
+R2.5b
26.9%PE23.8x
PIK Pick n Pay StoresR62.042.0%
+R596.3m
16.7%PE21.8x
SPP SPAR GroupR137.000.9%
+R225.1m
-15.7%PE12.2x
DCP Dis-Chem PharmaciesR30.460.7%
+R180.6m
-11.6%PE25.2x
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Latest News

SPP

R137.00

SPAR Group

7D

0.9%

1Y

-15.7%

CLS

R289.27

Clicks Group

7D

-1.6%

1Y

2.0%

PIK

R62.04

Pick n Pay Stores

7D

2.0%

1Y

16.7%

DCP

R30.46

Dis-Chem Pharmacies

7D

0.7%

1Y

-11.6%

BID

R328.26

Bid

7D

2.6%

1Y

7.6%