South African (JSE) Apparel Retail Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies6
- 7D2.4%
- 3M-3.3%
- 1Y-16.1%
- YTD-9.0%
The Apparel Retail industry is up 3.7% in the last week, with Pepkor Holdings up 4.2%. In the past year, the industry is down 17%. Looking forward, earnings are forecast to grow by 3.2% annually.
Industry Valuation and Performance
Has the South African Apparel Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 31 Oct 2023 | R154.0b | R189.0b | R15.3b | 9.3x | 10.1x | 0.8x |
| Thu, 28 Sep 2023 | R158.7b | R188.9b | R15.3b | 9.5x | 10.4x | 0.8x |
| Sat, 26 Aug 2023 | R153.6b | R188.1b | R15.2b | 9.2x | 10.1x | 0.8x |
| Mon, 24 Jul 2023 | R151.9b | R188.1b | R15.2b | 8.7x | 10x | 0.8x |
| Wed, 21 Jun 2023 | R147.3b | R184.1b | R15.6b | 8.2x | 9.5x | 0.8x |
| Fri, 19 May 2023 | R134.4b | R178.4b | R16.3b | 6.8x | 8.3x | 0.8x |
| Sun, 16 Apr 2023 | R159.1b | R178.3b | R16.2b | 8.2x | 9.8x | 0.9x |
| Tue, 14 Mar 2023 | R149.4b | R178.2b | R16.2b | 7.7x | 9.2x | 0.8x |
| Thu, 09 Feb 2023 | R170.5b | R177.0b | R16.1b | 8.9x | 10.6x | 1x |
| Sat, 07 Jan 2023 | R171.1b | R177.0b | R16.1b | 8.4x | 10.6x | 1x |
| Mon, 05 Dec 2022 | R171.4b | R177.0b | R16.1b | 8.2x | 10.6x | 1x |
| Wed, 02 Nov 2022 | R186.0b | R169.0b | R15.0b | 9.9x | 12.4x | 1.1x |
| Fri, 30 Sep 2022 | R180.6b | R168.9b | R15.0b | 10.8x | 12.1x | 1.1x |
| Sun, 28 Aug 2022 | R186.9b | R167.6b | R14.4b | 11x | 13x | 1.1x |
| Tue, 26 Jul 2022 | R175.0b | R167.6b | R14.4b | 10.6x | 12.2x | 1x |
| Thu, 23 Jun 2022 | R188.5b | R167.6b | R14.4b | 11x | 13.1x | 1.1x |
| Sat, 21 May 2022 | R190.3b | R160.3b | R9.2b | 8.3x | 20.7x | 1.2x |
| Mon, 18 Apr 2022 | R206.4b | R160.3b | R9.2b | 8.5x | 22.5x | 1.3x |
| Wed, 16 Mar 2022 | R191.9b | R160.2b | R9.1b | 16.4x | 21x | 1.2x |
| Fri, 11 Feb 2022 | R204.8b | R159.9b | R8.6b | 17.1x | 23.7x | 1.3x |
| Sun, 09 Jan 2022 | R197.8b | R159.9b | R8.6b | 14.2x | 23x | 1.2x |
| Tue, 07 Dec 2021 | R197.9b | R159.9b | R8.6b | 14.7x | 23x | 1.2x |
| Thu, 04 Nov 2021 | R213.5b | R139.2b | R883.7m | 11.3x | 241.6x | 1.5x |
| Sat, 02 Oct 2021 | R195.0b | R139.2b | R770.2m | 14.9x | 253.2x | 1.4x |
| Mon, 30 Aug 2021 | R216.1b | R139.2b | R770.2m | 17.5x | 280.6x | 1.6x |
| Tue, 06 Jul 2021 | R204.1b | R139.2b | R770.2m | 16.3x | 265x | 1.5x |
| Fri, 09 Apr 2021 | R169.0b | R138.0b | -R772,801,000.00 | 27x | -218.7x | 1.2x |
| Thu, 31 Dec 2020 | R143.4b | R134.5b | -R1,082,301,000.00 | 18.9x | -132.5x | 1.1x |
Price to Earnings Ratio
381.4x
Current Industry PE
- Investors are pessimistic on the South African Apparel Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 10.1x which is lower than its 3-year average PE of 31.0x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.81x.
Past Earnings Growth
- The earnings for companies in the Apparel Retail industry have grown 268% per year over the last three years.
- Revenues for these companies have grown 13% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does South African Apparel Retail compare with similar industries?
| ZA Market | -0.87% | |
| Consumer Discretionary | 0.85% | |
| Specialty Stores | 1.42% | |
| Apparel Retail | 2.44% | |
| Computer and Electronics Retail | 0% | |
| Specialty Stores | 0% | |
| Home Improvement Retail | -0.62% | |
| Home Furnishing Retail | -1.48% | |
| Automotive Retail | -2.28% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PPH Pepkor Holdings | R17.02 | 4.2% +R2.5b | -24.9% | PE10.8x | |
| TRU Truworths International | R73.15 | 2.3% +R609.3m | 40.0% | PE8.2x | |
| TFG Foschini Group | R98.19 | 1.9% +R590.0m | -14.6% | PE10.5x |