Narrative Update • Jun 08

Over the last 7 days, the Packaged Foods and Meats industry has remained flat, although notably Bega Cheese gained 4.6%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 12% annually.
Has the Australian Packaged Foods and Meats Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | AU$6.5b | AU$10.1b | AU$229.2m | 12.1x | 28.5x | 0.7x |
| Wed, 13 May 2026 | AU$6.3b | AU$10.1b | AU$170.2m | 12.9x | 36.9x | 0.6x |
| Fri, 10 Apr 2026 | AU$6.6b | AU$10.1b | AU$170.2m | 13.5x | 39.1x | 0.7x |
| Sun, 08 Mar 2026 | AU$6.2b | AU$10.1b | AU$158.5m | 13.9x | 39.4x | 0.6x |
| Tue, 03 Feb 2026 | AU$7.1b | AU$10.1b | AU$258.1m | 10.5x | 27.7x | 0.7x |
| Thu, 01 Jan 2026 | AU$7.5b | AU$10.1b | AU$258.1m | 15.1x | 28.9x | 0.7x |
| Sat, 29 Nov 2025 | AU$6.9b | AU$10.1b | AU$253.5m | 15x | 27.4x | 0.7x |
| Mon, 27 Oct 2025 | AU$7.0b | AU$10.0b | AU$194.8m | 12.6x | 36.2x | 0.7x |
| Wed, 24 Sep 2025 | AU$6.9b | AU$10.0b | AU$194.8m | 12.4x | 35.4x | 0.7x |
| Fri, 22 Aug 2025 | AU$6.8b | AU$10.1b | AU$156.1m | 24.6x | 43.7x | 0.7x |
| Sun, 20 Jul 2025 | AU$6.3b | AU$10.2b | AU$116.0m | 26.4x | 54x | 0.6x |
| Tue, 17 Jun 2025 | AU$6.2b | AU$10.2b | AU$112.0m | 23.6x | 55.8x | 0.6x |
| Thu, 15 May 2025 | AU$6.2b | AU$10.2b | AU$139.8m | 24.8x | 44.5x | 0.6x |
| Sat, 12 Apr 2025 | AU$5.8b | AU$10.0b | AU$165.0m | 24.1x | 35.1x | 0.6x |
| Mon, 10 Mar 2025 | AU$6.0b | AU$10.0b | AU$165.1m | 25.6x | 36.4x | 0.6x |
| Wed, 05 Feb 2025 | AU$6.0b | AU$9.9b | AU$79.4m | 24x | 75.9x | 0.6x |
| Fri, 03 Jan 2025 | AU$6.2b | AU$9.9b | AU$75.5m | 24x | 81.8x | 0.6x |
| Sun, 01 Dec 2024 | AU$5.8b | AU$9.9b | AU$74.5m | 23.7x | 77.4x | 0.6x |
| Tue, 29 Oct 2024 | AU$5.5b | AU$9.9b | -AU$66,204,451.19 | 25.9x | -83.6x | 0.6x |
| Thu, 26 Sep 2024 | AU$5.4b | AU$9.9b | -AU$64,139,825.27 | 26.7x | -84.7x | 0.5x |
| Sat, 24 Aug 2024 | AU$5.2b | AU$10.0b | -AU$377,288,425.28 | 12.6x | -13.7x | 0.5x |
| Mon, 22 Jul 2024 | AU$5.3b | AU$9.8b | -AU$380,402,971.67 | 13.7x | -14x | 0.5x |
| Wed, 19 Jun 2024 | AU$5.2b | AU$9.8b | -AU$378,876,825.99 | 14.2x | -13.8x | 0.5x |
| Fri, 17 May 2024 | AU$5.4b | AU$9.8b | -AU$378,718,455.91 | 14.3x | -14.3x | 0.6x |
| Sun, 14 Apr 2024 | AU$5.3b | AU$9.7b | -AU$437,029,610.14 | 14.6x | -12.2x | 0.5x |
| Tue, 12 Mar 2024 | AU$5.2b | AU$9.8b | -AU$439,339,181.16 | 14.7x | -11.8x | 0.5x |
| Thu, 08 Feb 2024 | AU$5.4b | AU$9.5b | -AU$500,074,282.79 | 27.9x | -10.7x | 0.6x |
| Sat, 06 Jan 2024 | AU$7.8b | AU$11.9b | -AU$514,613,763.00 | 23.6x | -15.1x | 0.7x |
| Mon, 04 Dec 2023 | AU$7.4b | AU$11.8b | -AU$535,984,581.00 | 26.4x | -13.9x | 0.6x |
| Wed, 01 Nov 2023 | AU$7.2b | AU$11.8b | -AU$380,014,662.00 | 31.5x | -18.9x | 0.6x |
| Fri, 29 Sep 2023 | AU$7.0b | AU$11.8b | -AU$379,053,834.00 | 27.8x | -18.5x | 0.6x |
| Sun, 27 Aug 2023 | AU$7.4b | AU$11.8b | -AU$316,789,321.00 | 20.3x | -23.4x | 0.6x |
| Tue, 25 Jul 2023 | AU$7.2b | AU$11.4b | -AU$145,782,092.00 | 20.3x | -49.2x | 0.6x |
| Thu, 22 Jun 2023 | AU$7.0b | AU$11.2b | -AU$149,932,203.00 | 20.3x | -46.7x | 0.6x |
-46.7x
How does Australian Packaged Foods and Meats compare with similar industries?
| AU Market | 1.68% | |
| Consumer Staples | 6.65% | |
| Food | 0.43% | |
| Packaged Foods and Meats | 0.37% | |
| Agricultural Products | 0.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BGA Bega Cheese | AU$5.70 | 4.6% +AU$76.4m | 3.3% | PE212.4x | |
| SGLLV Ricegrowers | AU$13.20 | 2.6% +AU$23.2m | 20.3% | PE12.3x | |
| ING Inghams Group | AU$2.10 | 1.0% +AU$7.4m | -45.0% | PE13.8x | |
| NOU Noumi | AU$0.098 | 5.4% +AU$1.4m | -27.4% | PS0.04x | |
| FFI FFI Holdings | AU$4.40 | 1.3% +AU$747.3k | 10.0% | PE9.3x |