Header cover image

South African (JSE) Consumer Discretionary Sector Analysis

UpdatedMay 08, 2024
DataAggregated Company Financials
Companies30
  • 7D2.4%
  • 3M3.4%
  • 1Y16.8%
  • YTD11.2%

In the last week, the Consumer Discretionary industry is up 2.4%, with Naspers up 3.3%. In the same time, ADvTECH was down 5.6%. This means that the industry has gained 17% over the past year. Looking forward, earnings are expected to remain mostly flat in the next few years.

Sector Valuation and Performance

Has the South African Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 May 2024R1.0tR702.2bR106.0b8.4x9.5x1.4x
Fri, 05 Apr 2024R944.6bR725.2bR106.1b8.8x8.9x1.3x
Sun, 03 Mar 2024R918.7bR726.8bR107.4b8.7x8.6x1.3x
Tue, 30 Jan 2024R947.2bR712.8bR107.1b8.9x8.8x1.3x
Thu, 28 Dec 2023R917.6bR709.7bR105.1b8.4x8.7x1.3x
Sat, 25 Nov 2023R1.0tR702.4bR103.8b10x9.7x1.4x
Mon, 23 Oct 2023R863.5bR699.9bR104.7b9.7x8.2x1.2x
Wed, 20 Sep 2023R839.9bR699.0bR104.5b9.4x8x1.2x
Fri, 18 Aug 2023R969.7bR691.5bR105.5b8.8x9.2x1.4x
Sun, 16 Jul 2023R987.8bR660.7bR101.9b9.5x9.7x1.5x
Tue, 13 Jun 2023R939.5bR690.1bR73.5b9.8x12.8x1.4x
Thu, 11 May 2023R946.4bR685.1bR74.5b9.8x12.7x1.4x
Sat, 08 Apr 2023R994.5bR678.9bR73.0b10.1x13.6x1.5x
Mon, 06 Mar 2023R1.0tR670.3bR72.7b10.6x14x1.5x
Wed, 01 Feb 2023R1.1tR648.1bR70.7b11x15.1x1.6x
Fri, 30 Dec 2022R835.6bR644.5bR69.6b11.3x12x1.3x
Sun, 27 Nov 2022R809.5bR641.8bR69.0b10.2x11.7x1.3x
Tue, 25 Oct 2022R772.6bR634.6bR253.5b9.2x3x1.2x
Thu, 22 Sep 2022R864.3bR631.4bR247.3b10x3.5x1.4x
Sat, 20 Aug 2022R888.4bR610.8bR236.3b9.2x3.8x1.5x
Mon, 18 Jul 2022R866.7bR611.2bR236.7b9x3.7x1.4x
Wed, 15 Jun 2022R1.0tR586.8bR256.7b9x4x1.8x
Fri, 13 May 2022R964.9bR578.8bR251.2b8.3x3.8x1.7x
Sun, 10 Apr 2022R1.0tR568.2bR231.1b9x4.4x1.8x
Tue, 08 Mar 2022R986.3bR568.2bR240.6b10.2x4.1x1.7x
Thu, 03 Feb 2022R1.3tR566.4bR239.5b11.6x5.6x2.4x
Sat, 01 Jan 2022R1.3tR568.3bR246.9b11.9x5.4x2.4x
Mon, 29 Nov 2021R1.4tR570.4bR251.4b11.6x5.4x2.4x
Wed, 27 Oct 2021R1.5tR521.7bR89.8b12x16.3x2.8x
Fri, 24 Sep 2021R1.4tR518.6bR88.8b12.6x15.5x2.6x
Sun, 22 Aug 2021R1.4tR514.7bR86.3b12.6x15.9x2.7x
Fri, 09 Jul 2021R1.6tR514.7bR86.3b12.1x18.6x3.1x
Price to Earnings Ratio

19.8x


Total Market Cap: R1.6tTotal Earnings: R82.3bTotal Revenue: R503.3bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Discretionary Sector Price to Earnings3Y Average 9.5x202220232024
Current Industry PE
  • Investors are relatively neutral on the South African Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 9.5x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.8% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the South African Consumer Discretionary sector?

ZA Market1.41%
Consumer Discretionary2.42%
General Merchandise and Department Stores3.11%
Specialty Stores1.98%
Auto0%
Leisure0%
Luxury0%
Retail Distributors0%
Online Retail and Ecommerce0%
Consumer Durables-0.33%
Consumer Services-3.12%
Hospitality-3.16%
Auto Components-3.40%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Consumer Durables industry, which is trading below its 3-year average of 3.9x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 14% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings decline by 7.7% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NPN NaspersR3.71k2.8%
+R17.0b		18.0%PE8x
PPH Pepkor HoldingsR18.413.1%
+R2.0b		17.3%PS0.8x
MRP Mr Price GroupR179.772.8%
+R1.3b		26.8%PE15.5x
TFG Foschini GroupR101.762.2%
+R702.9m		18.7%PE11.8x
WBC We Buy Cars HoldingsR21.628.2%
+R674.3m		n/an/a
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

WHL

R60.69

Woolworths Holdings

7D

0.9%

1Y

-4.5%

COH

R10.60

Curro Holdings

7D

-1.1%

1Y

35.5%

WBC

R21.62

We Buy Cars Holdings

7D

8.2%

1Y

n/a

SUI

R35.50

Sun International

7D

-3.6%

1Y

-7.4%

Increases to Sun International Limited's (JSE:SUI) CEO Compensation Might Cool off for now

May 02
Increases to Sun International Limited's (JSE:SUI) CEO Compensation Might Cool off for now

ITE

R9.34

Italtile

7D

-1.5%

1Y

-23.5%

MTH

R86.71

Motus Holdings

7D

3.6%

1Y

-7.4%

CSB

R144.90

Cashbuild

7D

-6.5%

1Y

-12.0%

MRP

R179.77

Mr Price Group

7D

2.8%

1Y

26.8%

What Mr Price Group Limited's (JSE:MRP) P/E Is Not Telling You

Apr 27
What Mr Price Group Limited's (JSE:MRP) P/E Is Not Telling You

ADH

R27.68

ADvTECH

7D

-3.5%

1Y

53.4%

TFG

R101.76

Foschini Group

7D

2.2%

1Y

18.7%

The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up

Apr 13
The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up

TRU

R77.15

Truworths International

7D

2.2%

1Y

56.0%

MTA

R11.39

Metair Investments

7D

-3.1%

1Y

-46.8%

PPH

R18.41

Pepkor Holdings

7D

3.1%

1Y

17.3%

FBR

R51.94

Famous Brands

7D

-5.5%

1Y

-18.8%

NPN

R3,709.26

Naspers

7D

2.8%

1Y

18.0%

Naspers Limited's (JSE:NPN) Prospects Need A Boost To Lift Shares

Mar 05
Naspers Limited's (JSE:NPN) Prospects Need A Boost To Lift Shares

TSG

R11.10

Tsogo Sun

7D

-1.7%

1Y

-5.0%