Narrative Update • Aug 21

The Consumer Staples industry is up 2.5% in the last week, with Anheuser-Busch InBev up 0.6%. This means that the industry has gained 27% over the past year. 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 |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | €151.8b | €69.5b | €8.6b | 17x | 17.7x | 2.2x |
| Fri, 24 Jul 2026 | €155.3b | €69.8b | €7.1b | 18.8x | 21.9x | 2.2x |
| Sun, 21 Jun 2026 | €153.4b | €69.9b | €7.0b | 18.7x | 22x | 2.2x |
| Tue, 19 May 2026 | €152.0b | €69.1b | €6.9b | 19x | 22.1x | 2.2x |
| Thu, 16 Apr 2026 | €140.6b | €67.1b | €6.5b | 17.3x | 21.8x | 2.1x |
| Sat, 14 Mar 2026 | €140.2b | €68.7b | €6.6b | 20.7x | 21.1x | 2x |
| Mon, 09 Feb 2026 | €141.6b | €66.3b | €5.8b | 22.5x | 24.5x | 2.1x |
| Wed, 07 Jan 2026 | €121.3b | €66.8b | €5.8b | 20.7x | 20.8x | 1.8x |
| Fri, 05 Dec 2025 | €116.2b | €66.7b | €5.9b | 19.8x | 19.8x | 1.7x |
| Sun, 02 Nov 2025 | €116.7b | €67.3b | €5.9b | 19.1x | 19.6x | 1.7x |
| Tue, 30 Sep 2025 | €113.3b | €66.3b | €6.7b | 18.5x | 16.8x | 1.7x |
| Thu, 28 Aug 2025 | €120.1b | €72.1b | €6.8b | 20.7x | 17.8x | 1.7x |
| Sat, 26 Jul 2025 | €131.9b | €71.8b | €6.5b | 20.3x | 20.3x | 1.8x |
| Mon, 23 Jun 2025 | €137.6b | €72.8b | €6.6b | 20.3x | 20.8x | 1.9x |
| Wed, 21 May 2025 | €135.9b | €73.7b | €6.8b | 20.4x | 20x | 1.8x |
| Fri, 18 Apr 2025 | €129.5b | €73.9b | €5.8b | 22.2x | 22.4x | 1.8x |
| Sun, 16 Mar 2025 | €128.1b | €76.3b | €6.0b | 21.3x | 21.3x | 1.7x |
| Tue, 11 Feb 2025 | €111.7b | €79.4b | €7.0b | 18.5x | 16x | 1.4x |
| Thu, 09 Jan 2025 | €110.1b | €79.3b | €7.0b | 19.5x | 15.8x | 1.4x |
| Sat, 07 Dec 2024 | €116.6b | €78.0b | €7.5b | 18.6x | 15.4x | 1.5x |
| Mon, 04 Nov 2024 | €127.3b | €76.4b | €7.4b | 19.5x | 17.2x | 1.7x |
| Wed, 02 Oct 2024 | €137.4b | €75.7b | €6.7b | 21.1x | 20.4x | 1.8x |
| Fri, 30 Aug 2024 | €127.8b | €75.6b | €6.7b | 21.1x | 19x | 1.7x |
| Sun, 28 Jul 2024 | €131.0b | €76.4b | €5.8b | 25.1x | 22.7x | 1.7x |
| Tue, 25 Jun 2024 | €132.2b | €77.1b | €5.8b | 25.3x | 22.7x | 1.7x |
| Thu, 23 May 2024 | €140.1b | €76.2b | €5.7b | 27.5x | 24.6x | 1.8x |
| Sat, 20 Apr 2024 | €123.1b | €76.8b | €6.3b | 27x | 19.6x | 1.6x |
| Mon, 18 Mar 2024 | €124.7b | €75.5b | €6.2b | 25x | 20.2x | 1.7x |
| Wed, 14 Feb 2024 | €133.1b | €76.7b | €7.1b | 25.8x | 18.6x | 1.7x |
| Fri, 12 Jan 2024 | €132.0b | €75.2b | €6.9b | 28.8x | 19.1x | 1.8x |
| Sun, 10 Dec 2023 | €131.5b | €75.5b | €6.2b | 29x | 21.2x | 1.7x |
| Tue, 07 Nov 2023 | €122.9b | €75.4b | €6.2b | 30x | 19.8x | 1.6x |
| Thu, 05 Oct 2023 | €116.0b | €76.1b | €6.3b | 32.5x | 18.4x | 1.5x |
| Sat, 02 Sep 2023 | €116.7b | €74.7b | €6.2b | 30.6x | 18.9x | 1.6x |
18.9x
Which industries have driven the changes within the Belgian Consumer Staples sector?
| BE Market | 1.22% | |
| Consumer Staples | 0.94% | |
| Personal Products | 12.71% | |
| Food | 4.80% | |
| Food and Staples Retail | 2.56% | |
| Beverage | 0.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ABI Anheuser-Busch InBev | €67.44 | 0.6% +€749.2m | 25.7% | PE16.6x | |
| LOTB Lotus Bakeries | €13.10k | 5.6% +€569.0m | 63.5% | PE55.8x | |
| COLR Colruyt Group | €39.26 | 2.6% +€116.5m | 3.7% | PE13.9x | |
| ONTEX Ontex Group | €2.66 | 12.7% +€24.0m | -59.3% | PS0.1x | |
| SIP Sipef | €101.20 | 0.8% +€8.3m | 32.1% | PE9.6x |