Narrative Update • Aug 21

Last week, the Consumer Staples industry hasn't moved much but Lotus Bakeries is up 3.6% in that time. The past year has been better, since the industry has gained 25% in that time. As for the next few years, earnings are expected to grow by 5.4% per annum.
Has the Belgian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 24 Aug 2026 | €151.0b | €69.5b | €8.6b | 17x | 17.7x | 2.2x |
| Wed, 22 Jul 2026 | €156.7b | €69.7b | €7.1b | 18.8x | 22.2x | 2.2x |
| Fri, 19 Jun 2026 | €154.4b | €70.0b | €7.0b | 18.7x | 22.1x | 2.2x |
| Sun, 17 May 2026 | €151.8b | €69.3b | €6.9b | 19x | 22x | 2.2x |
| Tue, 14 Apr 2026 | €140.4b | €67.2b | €6.5b | 17.1x | 21.7x | 2.1x |
| Thu, 12 Mar 2026 | €138.1b | €68.0b | €6.6b | 20.8x | 21x | 2x |
| Sat, 07 Feb 2026 | €141.6b | €66.3b | €5.8b | 22.5x | 24.5x | 2.1x |
| Mon, 05 Jan 2026 | €120.0b | €66.7b | €5.8b | 20.3x | 20.6x | 1.8x |
| Wed, 03 Dec 2025 | €117.1b | €67.0b | €5.9b | 19.3x | 19.8x | 1.7x |
| Fri, 31 Oct 2025 | €114.8b | €67.1b | €6.8b | 17.8x | 16.9x | 1.7x |
| Sun, 28 Sep 2025 | €112.8b | €66.4b | €6.7b | 18.2x | 16.7x | 1.7x |
| Tue, 26 Aug 2025 | €120.7b | €72.2b | €6.8b | 20.5x | 17.8x | 1.7x |
| Thu, 24 Jul 2025 | €131.8b | €71.7b | €6.5b | 20.3x | 20.3x | 1.8x |
| Sat, 21 Jun 2025 | €137.6b | €72.8b | €6.6b | 20.3x | 20.8x | 1.9x |
| Mon, 19 May 2025 | €134.6b | €74.3b | €6.9b | 20.5x | 19.6x | 1.8x |
| Wed, 16 Apr 2025 | €126.0b | €74.3b | €5.8b | 21.7x | 21.6x | 1.7x |
| Fri, 14 Mar 2025 | €127.0b | €76.5b | €6.0b | 21.1x | 21x | 1.7x |
| Sun, 09 Feb 2025 | €111.8b | €79.3b | €7.0b | 18.5x | 16x | 1.4x |
| Tue, 07 Jan 2025 | €110.5b | €78.9b | €6.9b | 19.4x | 15.9x | 1.4x |
| Thu, 05 Dec 2024 | €117.4b | €78.2b | €7.6b | 18.6x | 15.5x | 1.5x |
| Sat, 02 Nov 2024 | €127.3b | €76.4b | €7.4b | 19.5x | 17.2x | 1.7x |
| Mon, 30 Sep 2024 | €136.1b | €75.2b | €6.7b | 21.2x | 20.4x | 1.8x |
| Wed, 28 Aug 2024 | €127.4b | €75.1b | €6.7b | 21.5x | 19.1x | 1.7x |
| Fri, 26 Jul 2024 | €130.3b | €76.4b | €5.8b | 25.2x | 22.6x | 1.7x |
| Sun, 23 Jun 2024 | €128.8b | €77.2b | €5.8b | 24.9x | 22.1x | 1.7x |
| Tue, 21 May 2024 | €142.1b | €76.0b | €5.7b | 28x | 25x | 1.9x |
| Thu, 18 Apr 2024 | €122.4b | €76.7b | €6.3b | 29.3x | 19.5x | 1.6x |
| Sat, 16 Mar 2024 | €124.7b | €75.5b | €6.2b | 25x | 20.2x | 1.7x |
| Mon, 12 Feb 2024 | €134.7b | €76.3b | €7.1b | 26.1x | 19x | 1.8x |
| Wed, 10 Jan 2024 | €133.0b | €75.4b | €6.9b | 29x | 19.2x | 1.8x |
| Fri, 08 Dec 2023 | €130.4b | €75.4b | €6.2b | 29.4x | 21.1x | 1.7x |
| Sun, 05 Nov 2023 | €123.4b | €75.5b | €6.2b | 32.3x | 19.8x | 1.6x |
| Tue, 03 Oct 2023 | €119.0b | €76.2b | €6.3b | 32.7x | 18.8x | 1.6x |
| Thu, 31 Aug 2023 | €119.3b | €74.0b | €6.1b | 38.1x | 19.6x | 1.6x |
19.6x
Which industries have driven the changes within the Belgian Consumer Staples sector?
| BE Market | 0.31% | |
| Consumer Staples | 0.48% | |
| Food | 3.62% | |
| Personal Products | 2.02% | |
| Food and Staples Retail | 1.46% | |
| Beverage | 0.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ABI Anheuser-Busch InBev | €68.58 | 2.3% +€3.1b | 26.4% | PE16.9x | |
| LOTB Lotus Bakeries | €13.00k | 5.0% +€504.0m | 60.1% | PE55.3x | |
| COLR Colruyt Group | €39.56 | 3.9% +€178.4m | 4.4% | PE14x | |
| SIP Sipef | €102.80 | 2.4% +€25.0m | 39.3% | PE9.8x | |
| ONTEX Ontex Group | €2.64 | 8.2% +€16.0m | -59.9% | PS0.1x |