Narrative Update • Sep 16

In the last week, the Consumer Staples industry is up 2.2%, with Anheuser-Busch InBev up 2.3%. In the last 12 months, the industry was up 37%. 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 |
|---|---|---|---|---|---|---|
| Fri, 18 Sep 2026 | €153.3b | €70.4b | €8.7b | 16.8x | 17.6x | 2.2x |
| Sun, 16 Aug 2026 | €153.5b | €70.0b | €8.6b | 17.2x | 17.8x | 2.2x |
| Tue, 14 Jul 2026 | €153.2b | €69.8b | €7.1b | 18.7x | 21.6x | 2.2x |
| Thu, 11 Jun 2026 | €154.8b | €69.6b | €6.9b | 18.3x | 22.3x | 2.2x |
| Sat, 09 May 2026 | €148.5b | €68.6b | €6.8b | 19.4x | 21.8x | 2.2x |
| Mon, 06 Apr 2026 | €135.8b | €68.3b | €6.6b | 17.8x | 20.6x | 2x |
| Wed, 04 Mar 2026 | €143.6b | €67.9b | €6.5b | 21.5x | 21.9x | 2.1x |
| Fri, 30 Jan 2026 | €131.9b | €65.7b | €5.7b | 21.5x | 23.1x | 2x |
| Sun, 28 Dec 2025 | €119.4b | €66.5b | €5.8b | 20.2x | 20.6x | 1.8x |
| Tue, 25 Nov 2025 | €118.8b | €67.3b | €5.9b | 19.7x | 20x | 1.8x |
| Thu, 23 Oct 2025 | €118.7b | €66.9b | €6.8b | 17.7x | 17.5x | 1.8x |
| Sat, 20 Sep 2025 | €113.0b | €66.2b | €6.7b | 18.2x | 16.8x | 1.7x |
| Mon, 18 Aug 2025 | €117.3b | €71.8b | €6.7b | 20.1x | 17.4x | 1.6x |
| Wed, 16 Jul 2025 | €128.0b | €72.4b | €6.6b | 20.1x | 19.5x | 1.8x |
| Fri, 13 Jun 2025 | €137.7b | €72.3b | €6.6b | 20.4x | 20.8x | 1.9x |
| Sun, 11 May 2025 | €133.5b | €73.8b | €6.8b | 20.4x | 19.6x | 1.8x |
| Tue, 08 Apr 2025 | €120.9b | €76.1b | €6.0b | 20.4x | 20.1x | 1.6x |
| Thu, 06 Mar 2025 | €128.8b | €76.9b | €6.1b | 21.1x | 21.2x | 1.7x |
| Sat, 01 Feb 2025 | €110.2b | €78.8b | €6.9b | 19.2x | 15.9x | 1.4x |
| Mon, 30 Dec 2024 | €112.7b | €78.7b | €6.9b | 19.2x | 16.3x | 1.4x |
| Wed, 27 Nov 2024 | €119.1b | €78.4b | €7.6b | 19.5x | 15.7x | 1.5x |
| Fri, 25 Oct 2024 | €136.3b | €76.9b | €6.9b | 19.9x | 19.9x | 1.8x |
| Sun, 22 Sep 2024 | €130.1b | €75.2b | €6.7b | 21x | 19.5x | 1.7x |
| Tue, 20 Aug 2024 | €126.4b | €75.5b | €6.7b | 20.8x | 18.8x | 1.7x |
| Thu, 18 Jul 2024 | €131.2b | €76.0b | €5.7b | 24.8x | 22.9x | 1.7x |
| Sat, 15 Jun 2024 | €129.9b | €77.2b | €5.8b | 25.1x | 22.3x | 1.7x |
| Mon, 13 May 2024 | €134.7b | €76.4b | €5.7b | 26.5x | 23.6x | 1.8x |
| Wed, 10 Apr 2024 | €125.9b | €75.7b | €6.2b | 28.4x | 20.3x | 1.7x |
| Fri, 08 Mar 2024 | €126.9b | €75.2b | €6.1b | 25.4x | 20.7x | 1.7x |
| Sun, 04 Feb 2024 | €128.5b | €76.1b | €7.0b | 28.4x | 18.3x | 1.7x |
| Tue, 02 Jan 2024 | €131.0b | €74.9b | €6.9b | 29x | 19.1x | 1.8x |
| Thu, 30 Nov 2023 | €128.2b | €74.5b | €6.1b | 29x | 21.1x | 1.7x |
| Sat, 28 Oct 2023 | €113.7b | €75.9b | €6.3b | 32.1x | 18.1x | 1.5x |
| Mon, 25 Sep 2023 | €119.7b | €75.4b | €6.2b | 33.3x | 19.2x | 1.6x |
19.2x
Which industries have driven the changes within the Belgian Consumer Staples sector?
| BE Market | 2.04% | |
| Consumer Staples | 1.90% | |
| Beverage | 2.23% | |
| Food and Staples Retail | 1.52% | |
| Food | -1.62% | |
| Personal Products | -3.60% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ABI Anheuser-Busch InBev | €68.68 | 2.3% +€3.0b | 37.3% | PE16.7x | |
| COLR Colruyt Group | €38.72 | 1.5% +€69.0m | 2.7% | PE13.7x | |
| SIP Sipef | €108.20 | 1.7% +€18.8m | 44.3% | PE10.1x | |
| MIKO Miko | €67.00 | 1.5% +€1.2m | 34.0% | PE16.6x | |
| NEWT Newtree | €2.00 | 2.6% +€448.7k | -6.5% | n/a |