Narrative Update • Jun 04

Over the last 7 days, the Food Distributors industry has risen 4.8%, driven by gains from every company within the industry. However, the industry is down 8.6% over the past year. Earnings are forecast to grow by 7.3% annually.
Has the South African Food Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | R154.4b | R375.4b | R9.6b | 14.3x | 16x | 0.4x |
| Thu, 14 May 2026 | R147.7b | R375.4b | R9.6b | 14.8x | 15.3x | 0.4x |
| Sat, 11 Apr 2026 | R149.7b | R375.4b | R9.6b | 15.1x | 15.6x | 0.4x |
| Mon, 09 Mar 2026 | R153.1b | R375.4b | R9.6b | 15.5x | 15.9x | 0.4x |
| Wed, 04 Feb 2026 | R154.3b | R367.0b | R9.0b | 19.1x | 17.2x | 0.4x |
| Fri, 02 Jan 2026 | R160.1b | R367.0b | R9.0b | 19.9x | 17.8x | 0.4x |
| Sun, 30 Nov 2025 | R157.3b | R386.6b | R9.7b | 14.8x | 16.1x | 0.4x |
| Tue, 28 Oct 2025 | R170.1b | R386.6b | R9.7b | 15.7x | 17.5x | 0.4x |
| Thu, 25 Sep 2025 | R163.8b | R386.6b | R9.7b | 15x | 16.8x | 0.4x |
| Sat, 23 Aug 2025 | R179.0b | R381.1b | R9.5b | 16.6x | 18.8x | 0.5x |
| Mon, 21 Jul 2025 | R174.2b | R381.1b | R9.5b | 16.4x | 18.3x | 0.5x |
| Wed, 18 Jun 2025 | R170.0b | R381.1b | R9.5b | 16.1x | 17.9x | 0.4x |
| Fri, 16 May 2025 | R181.7b | R382.4b | R9.6b | 16.9x | 18.9x | 0.5x |
| Sun, 13 Apr 2025 | R165.5b | R382.4b | R9.6b | 15.4x | 17.3x | 0.4x |
| Tue, 11 Mar 2025 | R170.6b | R382.4b | R9.6b | 16.6x | 17.8x | 0.4x |
| Thu, 06 Feb 2025 | R184.0b | R378.2b | R9.7b | 18.1x | 19.1x | 0.5x |
| Sat, 04 Jan 2025 | R173.7b | R378.2b | R9.7b | 17.7x | 18x | 0.5x |
| Mon, 02 Dec 2024 | R175.5b | R378.2b | R9.7b | 17.6x | 18.2x | 0.5x |
| Wed, 30 Oct 2024 | R167.9b | R380.8b | R8.3b | 45.6x | 20.1x | 0.4x |
| Fri, 27 Sep 2024 | R174.7b | R380.8b | R8.3b | 49.1x | 20.9x | 0.5x |
| Sun, 25 Aug 2024 | R169.4b | R373.3b | R7.8b | 45.7x | 21.7x | 0.5x |
| Tue, 23 Jul 2024 | R171.3b | R373.3b | R7.8b | 44.5x | 22x | 0.5x |
| Thu, 20 Jun 2024 | R165.7b | R373.3b | R7.8b | 42.6x | 21.2x | 0.4x |
| Sat, 18 May 2024 | R165.5b | R367.7b | R7.9b | 35.7x | 21x | 0.5x |
| Mon, 15 Apr 2024 | R163.3b | R367.7b | R7.9b | 32.2x | 20.8x | 0.4x |
| Wed, 13 Mar 2024 | R168.0b | R367.7b | R7.9b | 31.8x | 21.4x | 0.5x |
| Fri, 09 Feb 2024 | R174.1b | R345.7b | R7.3b | 38.3x | 23.9x | 0.5x |
| Sun, 07 Jan 2024 | R161.9b | R345.7b | R7.3b | 37.9x | 22.2x | 0.5x |
| Tue, 05 Dec 2023 | R160.9b | R337.3b | R8.7b | 16.2x | 18.5x | 0.5x |
| Thu, 02 Nov 2023 | R155.9b | R337.3b | R8.7b | 15.8x | 17.9x | 0.5x |
| Sat, 30 Sep 2023 | R163.5b | R337.3b | R8.7b | 16.4x | 18.8x | 0.5x |
| Mon, 28 Aug 2023 | R155.9b | R308.2b | R7.7b | 17.1x | 20.3x | 0.5x |
| Wed, 26 Jul 2023 | R158.7b | R308.2b | R7.7b | 17.3x | 20.7x | 0.5x |
| Fri, 23 Jun 2023 | R159.7b | R308.2b | R7.7b | 17.3x | 20.8x | 0.5x |
20.8x
How does South African Food Distributors compare with similar industries?
| ZA Market | 3.85% | |
| Consumer Staples | 2.29% | |
| Food and Staples Retail | 2.32% | |
| Food Distributors | 2.78% | |
| Food Retail | 2.46% | |
| Drug Retail | 1.15% | |
| 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 | R429.66 | 2.9% +R4.1b | -3.3% | PE16.4x | |
| SPP SPAR Group | R52.29 | 0.8% +R84.7m | -52.3% | PE12.3x |