Narrative Update • Sep 04

Over the last 7 days, the Consumer Staples industry has dropped 1.9%, driven by a pullback from Anheuser-Busch InBev of 1.9%. In contrast, Cumulex has gained 9.3%. In the past year, the industry has gained 33%. 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 |
|---|---|---|---|---|---|---|
| Thu, 10 Sep 2026 | €150.8b | €69.7b | €8.6b | 16.8x | 17.6x | 2.2x |
| Sat, 08 Aug 2026 | €161.6b | €69.8b | €8.6b | 17.7x | 18.8x | 2.3x |
| Mon, 06 Jul 2026 | €159.2b | €70.1b | €7.0b | 18.4x | 22.7x | 2.3x |
| Wed, 03 Jun 2026 | €152.7b | €69.2b | €6.9b | 18.7x | 22.1x | 2.2x |
| Fri, 01 May 2026 | €141.5b | €67.3b | €6.5b | 17.3x | 21.8x | 2.1x |
| Sun, 29 Mar 2026 | €130.5b | €68.3b | €6.6b | 18.6x | 19.8x | 1.9x |
| Tue, 24 Feb 2026 | €148.2b | €67.0b | €6.4b | 22x | 23x | 2.2x |
| Thu, 22 Jan 2026 | €129.1b | €66.8b | €5.8b | 21.4x | 22.2x | 1.9x |
| Sat, 20 Dec 2025 | €121.6b | €66.7b | €5.8b | 20.1x | 20.9x | 1.8x |
| Mon, 17 Nov 2025 | €120.1b | €66.9b | €5.9b | 20.1x | 20.4x | 1.8x |
| Wed, 15 Oct 2025 | €113.7b | €66.9b | €6.8b | 17.5x | 16.8x | 1.7x |
| Fri, 12 Sep 2025 | €113.1b | €66.3b | €6.7b | 17.8x | 16.8x | 1.7x |
| Sun, 10 Aug 2025 | €118.4b | €71.9b | €6.7b | 20.3x | 17.6x | 1.6x |
| Tue, 08 Jul 2025 | €130.4b | €71.9b | €6.5b | 20.6x | 20x | 1.8x |
| Thu, 05 Jun 2025 | €140.0b | €73.0b | €6.7b | 20.5x | 20.9x | 1.9x |
| Sat, 03 May 2025 | €130.4b | €74.4b | €5.8b | 21.9x | 22.3x | 1.8x |
| Mon, 31 Mar 2025 | €128.9b | €76.6b | €6.1b | 21.4x | 21.3x | 1.7x |
| Wed, 26 Feb 2025 | €118.4b | €78.4b | €6.9b | 19.8x | 17.2x | 1.5x |
| Fri, 24 Jan 2025 | €107.0b | €78.7b | €6.9b | 18.9x | 15.5x | 1.4x |
| Sun, 22 Dec 2024 | €111.4b | €78.7b | €6.9b | 18.8x | 16.1x | 1.4x |
| Tue, 19 Nov 2024 | €123.3b | €78.0b | €7.6b | 19.5x | 16.3x | 1.6x |
| Thu, 17 Oct 2024 | €136.7b | €76.8b | €6.8b | 20.5x | 20x | 1.8x |
| Sat, 14 Sep 2024 | €134.4b | €75.6b | €6.7b | 21.6x | 20x | 1.8x |
| Mon, 12 Aug 2024 | €126.9b | €76.4b | €6.8b | 20.8x | 18.7x | 1.7x |
| Wed, 10 Jul 2024 | €127.9b | €76.6b | €5.8b | 24.6x | 22.1x | 1.7x |
| Fri, 07 Jun 2024 | €135.9b | €76.1b | €5.7b | 26.5x | 23.9x | 1.8x |
| Sun, 05 May 2024 | €126.4b | €76.2b | €6.2b | 27.5x | 20.3x | 1.7x |
| Tue, 02 Apr 2024 | €127.8b | €76.1b | €6.2b | 27.7x | 20.5x | 1.7x |
| Thu, 29 Feb 2024 | €130.0b | €76.0b | €7.1b | 25x | 18.4x | 1.7x |
| Sat, 27 Jan 2024 | €128.3b | €75.8b | €7.0b | 28.2x | 18.4x | 1.7x |
| Mon, 25 Dec 2023 | €130.9b | €74.2b | €6.1b | 29x | 21.6x | 1.8x |
| Wed, 22 Nov 2023 | €127.4b | €74.7b | €6.1b | 28.8x | 20.8x | 1.7x |
| Fri, 20 Oct 2023 | €114.2b | €75.8b | €6.3b | 31.7x | 18.2x | 1.5x |
| Sun, 17 Sep 2023 | €119.9b | €75.3b | €6.2b | 34.4x | 19.2x | 1.6x |
19.2x
Which industries have driven the changes within the Belgian Consumer Staples sector?
| BE Market | -1.54% | |
| Consumer Staples | -1.87% | |
| Food | -1.18% | |
| Beverage | -1.88% | |
| Food and Staples Retail | -2.83% | |
| Personal Products | -11.94% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CLEX Cumulex | €0.94 | 9.3% +€35.2k | 24.5% | PE-5.5x |