Narrative Update • Jul 08

Over the last 7 days, the Consumer Staples industry has remained flat, although notably Spadel declined by 6.8%. The past year has been better, since the industry has gained 40% in that time. As for the next few years, earnings are expected to grow by 5.5% per annum.
Has the Belgian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | €161.3b | €70.0b | €8.6b | 18x | 18.7x | 2.3x |
| Fri, 03 Jul 2026 | €156.4b | €70.2b | €7.0b | 18x | 22.3x | 2.2x |
| Sun, 31 May 2026 | €151.3b | €69.1b | €6.9b | 18.6x | 22x | 2.2x |
| Tue, 28 Apr 2026 | €137.9b | €67.4b | €6.5b | 17.3x | 21.2x | 2x |
| Thu, 26 Mar 2026 | €132.2b | €68.1b | €6.6b | 19.5x | 20.1x | 1.9x |
| Sat, 21 Feb 2026 | €146.6b | €67.1b | €6.5b | 22x | 22.7x | 2.2x |
| Mon, 19 Jan 2026 | €130.1b | €67.2b | €5.9b | 21.5x | 22.2x | 1.9x |
| Wed, 17 Dec 2025 | €120.5b | €66.3b | €5.8b | 20x | 20.7x | 1.8x |
| Fri, 14 Nov 2025 | €122.2b | €66.8b | €5.9b | 20.5x | 20.8x | 1.8x |
| Sun, 12 Oct 2025 | €113.9b | €66.8b | €6.8b | 17.7x | 16.8x | 1.7x |
| Tue, 09 Sep 2025 | €113.6b | €66.2b | €6.7b | 17.9x | 17x | 1.7x |
| Thu, 07 Aug 2025 | €115.1b | €71.9b | €6.7b | 20.1x | 17.2x | 1.6x |
| Sat, 05 Jul 2025 | €131.1b | €71.7b | €6.5b | 20.6x | 20.2x | 1.8x |
| Mon, 02 Jun 2025 | €138.5b | €73.3b | €6.7b | 20.1x | 20.5x | 1.9x |
| Wed, 30 Apr 2025 | €127.5b | €73.9b | €5.8b | 21.4x | 22x | 1.7x |
| Fri, 28 Mar 2025 | €128.0b | €76.7b | €6.1b | 21.9x | 21.1x | 1.7x |
| Sun, 23 Feb 2025 | €117.1b | €78.6b | €6.9b | 19.9x | 17x | 1.5x |
| Tue, 21 Jan 2025 | €109.3b | €78.8b | €6.9b | 18.7x | 15.8x | 1.4x |
| Thu, 19 Dec 2024 | €113.1b | €78.5b | €6.9b | 19.1x | 16.4x | 1.4x |
| Sat, 16 Nov 2024 | €122.9b | €78.0b | €7.6b | 19.5x | 16.2x | 1.6x |
| Mon, 14 Oct 2024 | €135.6b | €76.4b | €6.8b | 20.9x | 20x | 1.8x |
| Wed, 11 Sep 2024 | €133.9b | €75.9b | €6.8b | 21.4x | 19.8x | 1.8x |
| Fri, 09 Aug 2024 | €126.6b | €76.3b | €6.8b | 20.7x | 18.7x | 1.7x |
| Sun, 07 Jul 2024 | €128.9b | €76.5b | €5.8b | 25.3x | 22.4x | 1.7x |
| Tue, 04 Jun 2024 | €134.5b | €76.0b | €5.7b | 25.3x | 23.7x | 1.8x |
| Thu, 02 May 2024 | €127.8b | €76.7b | €6.3b | 28.5x | 20.4x | 1.7x |
| Sat, 30 Mar 2024 | €127.2b | €76.0b | €6.2b | 26.9x | 20.5x | 1.7x |
| Mon, 26 Feb 2024 | €131.5b | €76.0b | €7.1b | 26.8x | 18.6x | 1.7x |
| Wed, 24 Jan 2024 | €128.7b | €75.8b | €7.0b | 29x | 18.5x | 1.7x |
| Fri, 22 Dec 2023 | €129.3b | €74.3b | €6.1b | 29x | 21.3x | 1.7x |
| Sun, 19 Nov 2023 | €125.9b | €74.8b | €6.1b | 28.8x | 20.6x | 1.7x |
| Tue, 17 Oct 2023 | €115.8b | €76.0b | €6.3b | 31.8x | 18.4x | 1.5x |
| Thu, 14 Sep 2023 | €117.5b | €75.0b | €6.2b | 35.3x | 19x | 1.6x |
| Sat, 12 Aug 2023 | €115.2b | €73.7b | €6.1b | 38.7x | 18.9x | 1.6x |
18.9x
Which industries have driven the changes within the Belgian Consumer Staples sector?
| BE Market | -0.99% | |
| Consumer Staples | -0.25% | |
| Food | 1.92% | |
| Personal Products | 1.74% | |
| Beverage | -0.37% | |
| Food and Staples Retail | -1.23% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ABI Anheuser-Busch InBev | €73.94 | 0.05% +€1.6b | 42.9% | PE18x | |
| COLR Colruyt Group | €39.04 | 0.6% +€26.2m | 3.8% | PE13.8x | |
| SIP Sipef | €90.40 | 0.4% +€4.2m | 37.4% | PE8.7x | |
| ONTEX Ontex Group | €2.43 | 1.3% +€2.4m | -61.6% | PS0.1x | |
| CLEX Cumulex | €0.95 | 44.7% +€129.8k | 31.7% | PE-5.6x |