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South African (JSE) Food and Staples Retail Industry Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies8
  • 7D-2.1%
  • 3M-2.2%
  • 1Y23.0%
  • YTD23.1%

Over the last 7 days, the Food and Staples Retail industry has dropped 2.1%, driven by a pullback from Bid of 5.3%. This takes the industry's 12 month performance to a gain of 23%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Wed, 01 Dec 2021R370.7bR673.0bR12.5b23.1x
Fri, 29 Oct 2021R389.3bR670.5bR12.7b25.9x
Sun, 26 Sep 2021R393.5bR665.0bR10.1b28.8x
Tue, 24 Aug 2021R377.5bR576.4bR11.7b28.9x
Wed, 30 Jun 2021R339.8bR568.9bR10.5b26.1x
Sat, 03 Apr 2021R326.0bR568.9bR10.5b26.6x
Tue, 05 Jan 2021R318.2bR650.1bR8.5b24.9x
Fri, 09 Oct 2020R299.0bR643.8bR9.0b23.1x
Thu, 02 Jul 2020R285.3bR640.9bR9.4b22.5x
Sun, 05 Apr 2020R299.1bR638.6bR11.5b21.9x
Wed, 08 Jan 2020R349.1bR644.1bR13.4b22.4x
Tue, 01 Oct 2019R325.8bR637.0bR14.1b19.5x
Fri, 05 Jul 2019R348.1bR629.0bR14.4b22.7x
Mon, 08 Apr 2019R342.5bR620.2bR15.0b21.7x
Thu, 10 Jan 2019R362.5bR607.2bR15.4b23x
PE Ratio

21.7x

Total Market Cap: R366.0bTotal Earnings: R15.9bTotal Revenue: R600.2b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 23.5x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Consumer Retailing industry have declined 7.7% per year over the last three years, while revenues for these companies have grown 3.9% 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 Food and Staples Retail industry?

Drug Retail0.87%
Food Retail-1.05%
Food Distributors-4.75%
Big Box Super Stores-7.05%

Industry PE: Investors are most optimistic about the Drug Retail industry which is trading above its 3-year average PE ratio of 32.5x. This is likely because analysts are expecting annual earnings growth of 15%, which is higher than its past year's earnings growth of 11% per year. Meanwhile, investors are most pessimistic about the Food Retail industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 20.2x.

Forecasted Growth: Analysts are most optimistic on the Big Box Super Stores industry, expecting annual earnings growth of 161% over the next 5 years. Meanwhile, the Food 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?

Company7D1YValuation
DCP Dis-Chem Pharmacies0.8%+R232.2m69.4%PE38.5x
SHP Shoprite Holdings0.1%+R115.1m54.1%PE23x
KAL Kaap Agri0.1%+R3.5m73.3%PE9.9x
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SPP

R162.60

SPAR Group

7D

-5.3%

1Y

-15.0%

BID

R304.98

Bid

7D

-2.6%

1Y

9.2%