South African (JSE) Food and Staples Retail Industry Analysis
UpdatedDec 02, 2023
DataAggregated Company Financials
Companies8
- 7D-2.1%
- 3M-1.0%
- 1Y2.4%
- YTD6.3%
Over the last 7 days, the Food and Staples Retail industry has remained flat. The past year has been better, since the industry has gained 4.4% in that time. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 02 Dec 2023 | R418.1b | R840.3b | R17.3b | 21.8x | 24.2x | 0.5x |
| Mon, 30 Oct 2023 | R396.4b | R837.0b | R17.4b | 20.4x | 22.8x | 0.5x |
| Wed, 27 Sep 2023 | R409.3b | R832.4b | R18.4b | 20.6x | 22.2x | 0.5x |
| Fri, 25 Aug 2023 | R419.1b | R787.7b | R17.4b | 21x | 24.1x | 0.5x |
| Sun, 23 Jul 2023 | R408.8b | R787.7b | R17.4b | 20.1x | 23.5x | 0.5x |
| Tue, 20 Jun 2023 | R405.7b | R787.7b | R17.4b | 19.8x | 23.4x | 0.5x |
| Thu, 18 May 2023 | R381.2b | R781.5b | R17.7b | 17.4x | 21.5x | 0.5x |
| Sat, 15 Apr 2023 | R409.0b | R772.7b | R18.0b | 19.3x | 22.7x | 0.5x |
| Mon, 13 Mar 2023 | R403.1b | R772.7b | R18.0b | 18.9x | 22.4x | 0.5x |
| Wed, 08 Feb 2023 | R415.5b | R737.3b | R16.4b | 22x | 25.3x | 0.6x |
| Fri, 06 Jan 2023 | R399.5b | R737.3b | R16.4b | 22.1x | 24.4x | 0.5x |
| Sun, 04 Dec 2022 | R409.5b | R737.3b | R16.4b | 22.9x | 25x | 0.6x |
| Tue, 01 Nov 2022 | R404.9b | R728.0b | R16.3b | 20.7x | 24.9x | 0.6x |
| Thu, 29 Sep 2022 | R386.8b | R721.9b | R15.6b | 21.3x | 24.7x | 0.5x |
| Sat, 27 Aug 2022 | R416.0b | R713.5b | R15.3b | 24.5x | 27.2x | 0.6x |
| Mon, 25 Jul 2022 | R385.2b | R692.1b | R14.3b | 22.7x | 26.9x | 0.6x |
| Wed, 22 Jun 2022 | R391.7b | R692.1b | R14.3b | 22.7x | 27.4x | 0.6x |
| Fri, 20 May 2022 | R389.3b | R685.3b | R14.2b | 21.8x | 27.4x | 0.6x |
| Sun, 17 Apr 2022 | R409.4b | R681.3b | R13.8b | 25x | 29.6x | 0.6x |
| Tue, 15 Mar 2022 | R391.2b | R681.3b | R13.8b | 24.1x | 28.3x | 0.6x |
| Thu, 10 Feb 2022 | R413.9b | R673.0b | R12.5b | 26.2x | 33x | 0.6x |
| Sat, 08 Jan 2022 | R405.7b | R673.0b | R12.5b | 24.4x | 32.4x | 0.6x |
| Mon, 06 Dec 2021 | R392.9b | R673.0b | R12.5b | 23.8x | 31.3x | 0.6x |
| Wed, 03 Nov 2021 | R395.8b | R670.5b | R12.7b | 26.5x | 31.2x | 0.6x |
| Fri, 01 Oct 2021 | R381.0b | R665.0b | R10.1b | 28.2x | 37.8x | 0.6x |
| Sun, 29 Aug 2021 | R375.2b | R576.4b | R11.7b | 28.8x | 32x | 0.7x |
| Mon, 05 Jul 2021 | R339.8b | R568.9b | R10.5b | 26.1x | 32.2x | 0.6x |
| Thu, 08 Apr 2021 | R326.0b | R568.9b | R10.5b | 26.6x | 30.9x | 0.6x |
| Sun, 10 Jan 2021 | R318.2b | R650.1b | R8.5b | 24.9x | 37.3x | 0.5x |
Price to Earnings Ratio
34.4x
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 24.5x which is lower than its 3-year average PE of 28.2x.
- The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
- The earnings for companies in the Consumer Retailing industry have grown 24% per year over the last three years.
- Revenues for these companies have grown 9.1% 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 Market | -0.84% | |
| Consumer Staples | -1.63% | |
| Food and Staples Retail | -2.13% | |
| Big Box Super Stores | 0% | |
| Drug Retail | -1.56% | |
| Food Distributors | -1.61% | |
| Food Retail | -3.21% | |
Industry PE
- Investors are most optimistic about the Drug Retail industry even though it's trading below its 3-year average PE ratio of 31.0x.
- Analysts are expecting annual earnings growth of 13.3%, which is higher than its past year's earnings decline of 8.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Drug Retail industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings decline of 8.7% per year.
- In contrast, the Food Distributors industry is expected to see its earnings grow by 9.1% 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 | |
|---|---|---|---|---|---|
| KAL KAL Group | R37.14 | 2.0% +R51.2m | -16.3% | PE6.1x |