Narrative Update • Aug 20

Over the last 7 days, the Food Retail industry has dropped 2.8%, driven by declines from every company within the industry. This takes the industry's 12 month performance to a gain of 6.5%. As for the next few years, earnings are expected to grow by 15% per annum.
Has the South African Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | R212.9b | R452.6b | R8.9b | 21.4x | 24x | 0.5x |
| Fri, 24 Jul 2026 | R197.6b | R452.6b | R8.9b | 19.5x | 22.3x | 0.4x |
| Sun, 21 Jun 2026 | R219.2b | R452.6b | R8.9b | 21.4x | 24.7x | 0.5x |
| Tue, 19 May 2026 | R217.6b | R453.8b | R9.2b | 21x | 23.7x | 0.5x |
| Thu, 16 Apr 2026 | R205.8b | R451.7b | R8.9b | 20.7x | 23x | 0.5x |
| Sat, 14 Mar 2026 | R187.0b | R451.7b | R8.9b | 18.5x | 20.9x | 0.4x |
| Mon, 09 Feb 2026 | R195.6b | R442.5b | R8.8b | 19.3x | 22.3x | 0.4x |
| Wed, 07 Jan 2026 | R201.6b | R442.5b | R8.8b | 20.1x | 22.9x | 0.5x |
| Fri, 05 Dec 2025 | R202.4b | R442.5b | R8.8b | 20x | 23x | 0.5x |
| Sun, 02 Nov 2025 | R215.1b | R442.7b | R8.8b | 21.2x | 24.5x | 0.5x |
| Tue, 30 Sep 2025 | R202.2b | R437.1b | R8.4b | 20.2x | 24x | 0.5x |
| Thu, 28 Aug 2025 | R200.8b | R436.3b | R7.9b | 21.1x | 25.3x | 0.5x |
| Sat, 26 Jul 2025 | R195.3b | R436.3b | R7.9b | 20.7x | 24.6x | 0.4x |
| Mon, 23 Jun 2025 | R201.4b | R436.3b | R7.9b | 21.6x | 25.4x | 0.5x |
| Wed, 21 May 2025 | R201.3b | R432.0b | R5.2b | 21.1x | 38.5x | 0.5x |
| Fri, 18 Apr 2025 | R206.0b | R430.4b | R5.3b | 21.1x | 39x | 0.5x |
| Sun, 16 Mar 2025 | R202.7b | R430.4b | R5.3b | 20.9x | 38.3x | 0.5x |
| Tue, 11 Feb 2025 | R206.5b | R419.2b | R5.0b | 20.7x | 41.7x | 0.5x |
| Thu, 09 Jan 2025 | R219.6b | R419.2b | R5.0b | 21.5x | 44.3x | 0.5x |
| Sat, 07 Dec 2024 | R220.2b | R419.2b | R5.0b | 20.4x | 44.5x | 0.5x |
| Mon, 04 Nov 2024 | R188.1b | R380.3b | R3.6b | 16.7x | 52.7x | 0.5x |
| Wed, 02 Oct 2024 | R162.1b | R263.1b | R7.0b | 16x | 23.1x | 0.6x |
| Fri, 30 Aug 2024 | R172.6b | R252.1b | R6.9b | 17.1x | 25x | 0.7x |
| Sun, 28 Jul 2024 | R163.7b | R252.1b | R6.9b | 16.1x | 23.7x | 0.6x |
| Tue, 25 Jun 2024 | R155.3b | R252.1b | R6.9b | 15.5x | 22.5x | 0.6x |
| Thu, 23 May 2024 | R158.4b | R363.7b | R7.1b | 22.4x | 22.5x | 0.4x |
| Sat, 20 Apr 2024 | R139.2b | R363.7b | R7.0b | 19.7x | 19.8x | 0.4x |
| Mon, 18 Mar 2024 | R148.6b | R363.7b | R7.0b | 21.3x | 21.1x | 0.4x |
| Wed, 14 Feb 2024 | R155.3b | R348.9b | R6.9b | 22.2x | 22.6x | 0.4x |
| Fri, 12 Jan 2024 | R159.7b | R348.9b | R6.9b | 23.3x | 23.2x | 0.5x |
| Sun, 10 Dec 2023 | R154.9b | R348.9b | R6.9b | 22.4x | 22.5x | 0.4x |
| Tue, 07 Nov 2023 | R148.4b | R347.1b | R6.9b | 21.2x | 21.6x | 0.4x |
| Thu, 05 Oct 2023 | R146.3b | R344.1b | R7.9b | 12.5x | 18.6x | 0.4x |
| Sat, 02 Sep 2023 | R161.6b | R328.5b | R7.8b | 14.5x | 20.7x | 0.5x |
20.7x
How does South African Food Retail compare with similar industries?
| ZA Market | 1.03% | |
| Consumer Staples | -2.51% | |
| Food and Staples Retail | -2.56% | |
| Food Retail | -2.83% | |
| Big Box Super Stores | 0% | 0 |
| Food Distributors | -1.71% | |
| Drug Retail | -3.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| No data available | |||||