Narrative Update • Jun 25

In the last week, the Food Distributors industry is up 1.4%, with Bid up 2.4%. In the same time, SPAR Group was down 12%. In the past year, the industry is down 11%. Looking forward, earnings are forecast to grow by 8.9% annually.
Has the South African Food Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | R158.6b | R377.7b | R9.1b | 21x | 17.3x | 0.4x |
| Fri, 29 May 2026 | R148.0b | R375.4b | R9.6b | 14.5x | 15.4x | 0.4x |
| Sun, 26 Apr 2026 | R148.8b | R375.4b | R9.6b | 15.3x | 15.5x | 0.4x |
| Tue, 24 Mar 2026 | R148.4b | R375.4b | R9.6b | 15.3x | 15.4x | 0.4x |
| Thu, 19 Feb 2026 | R162.7b | R367.0b | R9.0b | 19.6x | 18.1x | 0.4x |
| Sat, 17 Jan 2026 | R155.7b | R367.0b | R9.0b | 19.5x | 17.3x | 0.4x |
| Mon, 15 Dec 2025 | R153.9b | R367.0b | R9.0b | 19.4x | 17.1x | 0.4x |
| Wed, 12 Nov 2025 | R161.2b | R386.6b | R9.7b | 15.1x | 16.6x | 0.4x |
| Fri, 10 Oct 2025 | R167.0b | R386.6b | R9.7b | 15.5x | 17.1x | 0.4x |
| Sun, 07 Sep 2025 | R169.3b | R386.6b | R9.7b | 15.6x | 17.4x | 0.4x |
| Tue, 05 Aug 2025 | R171.5b | R381.1b | R9.5b | 16x | 18x | 0.5x |
| Thu, 03 Jul 2025 | R176.8b | R381.1b | R9.5b | 16.6x | 18.6x | 0.5x |
| Sat, 31 May 2025 | R181.1b | R382.4b | R9.6b | 16.5x | 18.9x | 0.5x |
| Mon, 28 Apr 2025 | R178.0b | R382.4b | R9.6b | 16.4x | 18.6x | 0.5x |
| Wed, 26 Mar 2025 | R170.8b | R382.4b | R9.6b | 16.4x | 17.8x | 0.4x |
| Fri, 21 Feb 2025 | R186.0b | R378.2b | R9.7b | 18.3x | 19.3x | 0.5x |
| Sun, 19 Jan 2025 | R180.7b | R378.2b | R9.7b | 17.8x | 18.7x | 0.5x |
| Tue, 17 Dec 2024 | R178.8b | R378.2b | R9.7b | 18.1x | 18.5x | 0.5x |
| Thu, 14 Nov 2024 | R174.8b | R380.8b | R8.3b | 45.9x | 20.9x | 0.5x |
| Sat, 12 Oct 2024 | R174.9b | R380.8b | R8.3b | 46.9x | 21x | 0.5x |
| Mon, 09 Sep 2024 | R173.3b | R380.8b | R8.3b | 44.3x | 20.8x | 0.5x |
| Wed, 07 Aug 2024 | R167.7b | R373.3b | R7.8b | 44.3x | 21.5x | 0.4x |
| Fri, 05 Jul 2024 | R168.3b | R373.3b | R7.8b | 44.4x | 21.6x | 0.5x |
| Sun, 02 Jun 2024 | R159.5b | R367.7b | R7.9b | 34.3x | 20.3x | 0.4x |
| Tue, 30 Apr 2024 | R160.7b | R367.7b | R7.9b | 31.8x | 20.4x | 0.4x |
| Thu, 28 Mar 2024 | R172.7b | R367.7b | R7.9b | 31.6x | 22x | 0.5x |
| Sat, 24 Feb 2024 | R174.2b | R367.7b | R7.9b | 35.2x | 22.1x | 0.5x |
| Mon, 22 Jan 2024 | R171.2b | R345.7b | R7.3b | 37.1x | 23.5x | 0.5x |
| Wed, 20 Dec 2023 | R157.1b | R345.7b | R7.3b | 36.7x | 21.6x | 0.5x |
| Fri, 17 Nov 2023 | R161.6b | R337.3b | R8.7b | 16.5x | 18.6x | 0.5x |
| Sun, 15 Oct 2023 | R162.1b | R337.3b | R8.7b | 16.3x | 18.7x | 0.5x |
| Tue, 12 Sep 2023 | R171.7b | R337.3b | R8.7b | 16.3x | 19.8x | 0.5x |
| Thu, 10 Aug 2023 | R162.1b | R308.2b | R7.7b | 17.7x | 21.1x | 0.5x |
| Sat, 08 Jul 2023 | R158.7b | R308.2b | R7.7b | 17.4x | 20.7x | 0.5x |
20.7x
How does South African Food Distributors compare with similar industries?
| ZA Market | 0.49% | |
| Consumer Staples | 0.28% | |
| Food and Staples Retail | -0.11% | |
| Food Distributors | 1.35% | |
| Big Box Super Stores | 0% | 0 |
| Drug Retail | -0.85% | |
| Food Retail | -0.88% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BID Bid | R446.60 | 2.0% +R2.9b | -3.7% | PE17x |