Narrative Update • Jun 18

All of the companies in the Food Distributors industry have been up over the last week, with the industry up 3.6%. In the past year, the industry is down 8.4%. As for the next few years, earnings are expected to grow by 8.5% per annum.
Has the South African Food Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | R160.4b | R377.7b | R9.1b | 22.2x | 17.5x | 0.4x |
| Sun, 28 Jun 2026 | R155.8b | R377.7b | R9.1b | 21.2x | 17x | 0.4x |
| Tue, 26 May 2026 | R152.2b | R375.4b | R9.6b | 15x | 15.8x | 0.4x |
| Thu, 23 Apr 2026 | R153.5b | R375.4b | R9.6b | 15.6x | 15.9x | 0.4x |
| Sat, 21 Mar 2026 | R150.0b | R375.4b | R9.6b | 15.3x | 15.6x | 0.4x |
| Mon, 16 Feb 2026 | R159.4b | R367.0b | R9.0b | 19.4x | 17.7x | 0.4x |
| Wed, 14 Jan 2026 | R153.9b | R367.0b | R9.0b | 19.5x | 17.1x | 0.4x |
| Fri, 12 Dec 2025 | R156.2b | R367.0b | R9.0b | 19.3x | 17.4x | 0.4x |
| Sun, 09 Nov 2025 | R165.1b | R386.6b | R9.7b | 15.5x | 17x | 0.4x |
| Tue, 07 Oct 2025 | R164.1b | R386.6b | R9.7b | 15.1x | 16.8x | 0.4x |
| Thu, 04 Sep 2025 | R167.1b | R386.6b | R9.7b | 15.4x | 17.2x | 0.4x |
| Sat, 02 Aug 2025 | R172.5b | R381.1b | R9.5b | 16.1x | 18.1x | 0.5x |
| Mon, 30 Jun 2025 | R178.8b | R381.1b | R9.5b | 16.6x | 18.8x | 0.5x |
| Wed, 28 May 2025 | R182.5b | R382.4b | R9.6b | 16.9x | 19x | 0.5x |
| Fri, 25 Apr 2025 | R177.1b | R382.4b | R9.6b | 16.4x | 18.5x | 0.5x |
| Sun, 23 Mar 2025 | R168.7b | R382.4b | R9.6b | 16.3x | 17.6x | 0.4x |
| Tue, 18 Feb 2025 | R181.8b | R378.2b | R9.7b | 18.1x | 18.8x | 0.5x |
| Thu, 16 Jan 2025 | R174.0b | R378.2b | R9.7b | 17.4x | 18x | 0.5x |
| Sat, 14 Dec 2024 | R178.8b | R378.2b | R9.7b | 18.1x | 18.5x | 0.5x |
| Mon, 11 Nov 2024 | R171.3b | R380.8b | R8.3b | 45.9x | 20.5x | 0.4x |
| Wed, 09 Oct 2024 | R173.0b | R380.8b | R8.3b | 46.5x | 20.7x | 0.5x |
| Fri, 06 Sep 2024 | R175.4b | R380.8b | R8.3b | 43.7x | 21x | 0.5x |
| Sun, 04 Aug 2024 | R170.4b | R373.3b | R7.8b | 44.9x | 21.8x | 0.5x |
| Tue, 02 Jul 2024 | R162.3b | R373.3b | R7.8b | 44x | 20.8x | 0.4x |
| Thu, 30 May 2024 | R161.2b | R367.7b | R7.9b | 34.3x | 20.5x | 0.4x |
| Sat, 27 Apr 2024 | R160.3b | R367.7b | R7.9b | 31.5x | 20.4x | 0.4x |
| Mon, 25 Mar 2024 | R169.4b | R367.7b | R7.9b | 31x | 21.5x | 0.5x |
| Wed, 21 Feb 2024 | R167.1b | R345.7b | R7.3b | 36.4x | 22.9x | 0.5x |
| Fri, 19 Jan 2024 | R169.1b | R345.7b | R7.3b | 37.2x | 23.2x | 0.5x |
| Sun, 17 Dec 2023 | R163.2b | R345.7b | R7.3b | 37.4x | 22.4x | 0.5x |
| Tue, 14 Nov 2023 | R166.8b | R337.3b | R8.7b | 16.8x | 19.2x | 0.5x |
| Thu, 12 Oct 2023 | R165.1b | R337.3b | R8.7b | 16.6x | 19x | 0.5x |
| Sat, 09 Sep 2023 | R171.3b | R337.3b | R8.7b | 16.3x | 19.7x | 0.5x |
| Mon, 07 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 | 2.52% | |
| Consumer Staples | 1.41% | |
| Food and Staples Retail | 1.79% | |
| Food Distributors | 2.04% | |
| Drug Retail | 2.36% | |
| Food Retail | 1.37% | |
| 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 | 2.0% +R3.0b | -0.9% | PE17.2x | |
| SPP SPAR Group | R48.69 | 2.3% +R211.8m | -54.3% | PE27.3x |