Narrative Update • Jul 10

Over the last 7 days, the Consumer Staples industry has risen 1.8%, driven by gains from Anheuser-Busch InBev of 2.1%. This means that the industry has gained 23% over the past year. As for the next few years, earnings are expected to grow by 9.2% per annum.
Has the Belgian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 Jul 2026 | €156.3b | €69.5b | €7.0b | 18.8x | 22.2x | 2.2x |
| Tue, 16 Jun 2026 | €155.3b | €69.4b | €6.9b | 18.7x | 22.4x | 2.2x |
| Thu, 14 May 2026 | €149.7b | €68.9b | €6.9b | 19x | 21.8x | 2.2x |
| Sat, 11 Apr 2026 | €141.7b | €67.4b | €6.5b | 17.3x | 21.8x | 2.1x |
| Mon, 09 Mar 2026 | €139.2b | €67.9b | €6.5b | 21.5x | 21.3x | 2.1x |
| Wed, 04 Feb 2026 | €137.2b | €66.3b | €5.8b | 22x | 23.8x | 2.1x |
| Fri, 02 Jan 2026 | €120.6b | €66.6b | €5.8b | 20.2x | 20.8x | 1.8x |
| Sun, 30 Nov 2025 | €117.1b | €67.0b | €5.9b | 19.7x | 19.8x | 1.7x |
| Tue, 28 Oct 2025 | €117.1b | €66.7b | €6.8b | 17.9x | 17.3x | 1.8x |
| Thu, 25 Sep 2025 | €112.9b | €66.3b | €6.7b | 18.3x | 16.8x | 1.7x |
| Sat, 23 Aug 2025 | €120.9b | €71.7b | €6.7b | 20.3x | 18x | 1.7x |
| Mon, 21 Jul 2025 | €129.4b | €72.3b | €6.6b | 20.2x | 19.7x | 1.8x |
| Wed, 18 Jun 2025 | €136.8b | €72.7b | €6.7b | 20.2x | 20.5x | 1.9x |
| Fri, 16 May 2025 | €134.5b | €74.1b | €6.8b | 20.7x | 19.7x | 1.8x |
| Sun, 13 Apr 2025 | €122.5b | €74.1b | €5.8b | 21.7x | 21.1x | 1.7x |
| Tue, 11 Mar 2025 | €129.7b | €76.6b | €6.0b | 21.3x | 21.4x | 1.7x |
| Thu, 06 Feb 2025 | €108.8b | €78.7b | €6.9b | 18.3x | 15.7x | 1.4x |
| Sat, 04 Jan 2025 | €110.0b | €79.5b | €7.0b | 19.4x | 15.7x | 1.4x |
| Mon, 02 Dec 2024 | €118.3b | €77.9b | €7.5b | 18.7x | 15.7x | 1.5x |
| Wed, 30 Oct 2024 | €136.0b | €77.0b | €6.9b | 20.9x | 19.8x | 1.8x |
| Fri, 27 Sep 2024 | €134.1b | €75.1b | €6.7b | 21.8x | 20.1x | 1.8x |
| Sun, 25 Aug 2024 | €126.6b | €75.0b | €6.7b | 20.8x | 19x | 1.7x |
| Tue, 23 Jul 2024 | €131.0b | €76.2b | €5.7b | 25.2x | 22.8x | 1.7x |
| Thu, 20 Jun 2024 | €128.6b | €77.0b | €5.8b | 25.1x | 22.1x | 1.7x |
| Sat, 18 May 2024 | €139.3b | €75.9b | €5.7b | 27.8x | 24.5x | 1.8x |
| Mon, 15 Apr 2024 | €125.4b | €76.8b | €6.3b | 28.8x | 20x | 1.6x |
| Wed, 13 Mar 2024 | €130.7b | €75.3b | €6.2b | 25.8x | 21.2x | 1.7x |
| Fri, 09 Feb 2024 | €136.1b | €76.3b | €7.1b | 25.5x | 19.2x | 1.8x |
| Sun, 07 Jan 2024 | €131.9b | €75.4b | €6.9b | 29x | 19x | 1.8x |
| Tue, 05 Dec 2023 | €130.8b | €75.2b | €6.2b | 29.1x | 21.2x | 1.7x |
| Thu, 02 Nov 2023 | €120.2b | €76.5b | €6.3b | 31.3x | 19x | 1.6x |
| Sat, 30 Sep 2023 | €119.0b | €75.8b | €6.3b | 32.7x | 19x | 1.6x |
| Mon, 28 Aug 2023 | €117.4b | €74.6b | €6.1b | 37.1x | 19.1x | 1.6x |
| Wed, 26 Jul 2023 | €118.7b | €72.8b | €7.1b | 38.4x | 16.8x | 1.6x |
16.8x
Which industries have driven the changes within the Belgian Consumer Staples sector?
| BE Market | 0.24% | |
| Consumer Staples | 1.84% | |
| Food and Staples Retail | 3.85% | |
| Beverage | 1.99% | |
| Personal Products | 1.81% | |
| Food | -0.80% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ABI Anheuser-Busch InBev | €71.10 | 2.1% +€2.8b | 21.8% | PE21.9x | |
| COLR Colruyt Group | €38.30 | 3.9% +€170.1m | 4.9% | PE13.6x | |
| COBH Brouwerij Handelsmaatschappij | €2.06k | 13.8% +€18.8m | 21.2% | PS1.4x | |
| SIP Sipef | €91.70 | 1.3% +€12.5m | 47.4% | PE8.7x | |
| ONTEX Ontex Group | €2.25 | 1.8% +€3.2m | -64.3% | PE10.8x |