Narrative Update • Jul 09

In the last week, the Food Distributors industry is up 3.6%, with all of the companies up. In the past year, the industry is down 8.4%. Earnings are forecast to grow by 8.5% annually.
Has the South African Food Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | R159.9b | R377.7b | R9.1b | 22.3x | 17.5x | 0.4x |
| Sat, 27 Jun 2026 | R155.8b | R377.7b | R9.1b | 21.2x | 17x | 0.4x |
| Mon, 25 May 2026 | R153.5b | R375.4b | R9.6b | 14.8x | 16x | 0.4x |
| Wed, 22 Apr 2026 | R154.6b | R375.4b | R9.6b | 15.8x | 16.1x | 0.4x |
| Fri, 20 Mar 2026 | R149.2b | R375.4b | R9.6b | 15.1x | 15.5x | 0.4x |
| Sun, 15 Feb 2026 | R159.4b | R367.0b | R9.0b | 19.4x | 17.7x | 0.4x |
| Tue, 13 Jan 2026 | R153.2b | R367.0b | R9.0b | 19.5x | 17x | 0.4x |
| Thu, 11 Dec 2025 | R156.4b | R367.0b | R9.0b | 19.4x | 17.4x | 0.4x |
| Sat, 08 Nov 2025 | R165.1b | R386.6b | R9.7b | 15.5x | 17x | 0.4x |
| Mon, 06 Oct 2025 | R164.6b | R386.6b | R9.7b | 15.1x | 16.9x | 0.4x |
| Wed, 03 Sep 2025 | R169.6b | R386.6b | R9.7b | 15.6x | 17.4x | 0.4x |
| Fri, 01 Aug 2025 | R174.1b | R381.1b | R9.5b | 16.2x | 18.3x | 0.5x |
| Sun, 29 Jun 2025 | R178.8b | R381.1b | R9.5b | 16.6x | 18.8x | 0.5x |
| Tue, 27 May 2025 | R179.7b | R382.4b | R9.6b | 16.7x | 18.7x | 0.5x |
| Thu, 24 Apr 2025 | R176.6b | R382.4b | R9.6b | 16.3x | 18.4x | 0.5x |
| Sat, 22 Mar 2025 | R168.7b | R382.4b | R9.6b | 16.3x | 17.6x | 0.4x |
| Mon, 17 Feb 2025 | R183.5b | R378.2b | R9.7b | 18.2x | 19x | 0.5x |
| Wed, 15 Jan 2025 | R169.4b | R378.2b | R9.7b | 17x | 17.5x | 0.4x |
| Fri, 13 Dec 2024 | R177.8b | R378.2b | R9.7b | 18x | 18.4x | 0.5x |
| Sun, 10 Nov 2024 | R171.3b | R380.8b | R8.3b | 45.9x | 20.5x | 0.4x |
| Tue, 08 Oct 2024 | R172.3b | R380.8b | R8.3b | 45.9x | 20.6x | 0.5x |
| Thu, 05 Sep 2024 | R174.4b | R380.8b | R8.3b | 42.8x | 20.9x | 0.5x |
| Sat, 03 Aug 2024 | R170.4b | R373.3b | R7.8b | 44.9x | 21.8x | 0.5x |
| Mon, 01 Jul 2024 | R165.3b | R373.3b | R7.8b | 43.2x | 21.2x | 0.4x |
| Wed, 29 May 2024 | R161.2b | R367.7b | R7.9b | 34.3x | 20.5x | 0.4x |
| Fri, 26 Apr 2024 | R158.9b | R367.7b | R7.9b | 31.1x | 20.2x | 0.4x |
| Sun, 24 Mar 2024 | R169.4b | R367.7b | R7.9b | 31x | 21.5x | 0.5x |
| Tue, 20 Feb 2024 | R169.0b | R345.7b | R7.3b | 36.7x | 23.2x | 0.5x |
| Thu, 18 Jan 2024 | R170.9b | R345.7b | R7.3b | 37.4x | 23.5x | 0.5x |
| Sat, 16 Dec 2023 | R163.2b | R345.7b | R7.3b | 37.4x | 22.4x | 0.5x |
| Mon, 13 Nov 2023 | R165.2b | R337.3b | R8.7b | 16.6x | 19x | 0.5x |
| Wed, 11 Oct 2023 | R165.9b | R337.3b | R8.7b | 16.6x | 19.1x | 0.5x |
| Fri, 08 Sep 2023 | R167.2b | R337.3b | R8.7b | 16x | 19.2x | 0.5x |
| Sun, 06 Aug 2023 | R160.7b | R308.2b | R7.7b | 17.6x | 20.9x | 0.5x |
20.9x
How does South African Food Distributors compare with similar industries?
| ZA Market | 2.22% | |
| Consumer Staples | 2.50% | |
| Food and Staples Retail | 2.76% | |
| Food Distributors | 3.65% | |
| Drug Retail | 2.26% | |
| Food Retail | 2.26% | |
| Big Box Super Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BID Bid | R449.48 | 4.0% +R5.8b | -1.9% | PE17.2x | |
| SPP SPAR Group | R48.69 | 3.6% +R325.4m | -54.5% | PE27.3x |