Narrative Update • Jul 10

In the last week, the Consumer Staples industry is up 1.8%, with Anheuser-Busch InBev up 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jul 2026 | €156.3b | €69.5b | €7.0b | 18.8x | 22.2x | 2.2x |
| Wed, 17 Jun 2026 | €155.9b | €69.3b | €6.9b | 18.7x | 22.5x | 2.2x |
| Fri, 15 May 2026 | €152.3b | €69.1b | €6.9b | 19x | 22.1x | 2.2x |
| Sun, 12 Apr 2026 | €141.7b | €67.4b | €6.5b | 17.3x | 21.8x | 2.1x |
| Tue, 10 Mar 2026 | €137.9b | €67.8b | €6.5b | 21.1x | 21.1x | 2x |
| Thu, 05 Feb 2026 | €140.0b | €66.3b | €5.8b | 22.1x | 24.2x | 2.1x |
| Sat, 03 Jan 2026 | €120.0b | €66.6b | €5.8b | 20.3x | 20.7x | 1.8x |
| Mon, 01 Dec 2025 | €117.1b | €67.0b | €5.9b | 19.7x | 19.8x | 1.7x |
| Wed, 29 Oct 2025 | €117.6b | €66.7b | €6.8b | 17.9x | 17.4x | 1.8x |
| Fri, 26 Sep 2025 | €113.5b | €66.6b | €6.8b | 18.3x | 16.8x | 1.7x |
| Sun, 24 Aug 2025 | €120.9b | €71.7b | €6.7b | 20.3x | 18x | 1.7x |
| Tue, 22 Jul 2025 | €129.4b | €72.0b | €6.5b | 20.2x | 19.8x | 1.8x |
| Thu, 19 Jun 2025 | €137.0b | €73.0b | €6.7b | 20.2x | 20.6x | 1.9x |
| Sat, 17 May 2025 | €134.6b | €74.3b | €6.9b | 20.5x | 19.6x | 1.8x |
| Mon, 14 Apr 2025 | €122.5b | €74.1b | €5.8b | 21.7x | 21.1x | 1.7x |
| Wed, 12 Mar 2025 | €127.1b | €76.1b | €6.0b | 21.3x | 21.2x | 1.7x |
| Fri, 07 Feb 2025 | €111.1b | €79.0b | €6.9b | 18.6x | 16x | 1.4x |
| Sun, 05 Jan 2025 | €110.0b | €79.4b | €7.0b | 19.4x | 15.7x | 1.4x |
| Tue, 03 Dec 2024 | €118.6b | €78.4b | €7.6b | 18.6x | 15.6x | 1.5x |
| Thu, 31 Oct 2024 | €133.6b | €76.8b | €6.8b | 21.1x | 19.6x | 1.7x |
| Sat, 28 Sep 2024 | €136.1b | €75.2b | €6.7b | 22.1x | 20.4x | 1.8x |
| Mon, 26 Aug 2024 | €126.6b | €75.0b | €6.7b | 20.8x | 19x | 1.7x |
| Wed, 24 Jul 2024 | €130.4b | €76.4b | €5.8b | 25.2x | 22.6x | 1.7x |
| Fri, 21 Jun 2024 | €129.7b | €77.2b | €5.8b | 25.2x | 22.3x | 1.7x |
| Sun, 19 May 2024 | €143.0b | €75.9b | €5.7b | 28.4x | 25.2x | 1.9x |
| Tue, 16 Apr 2024 | €124.1b | €76.9b | €6.3b | 28.8x | 19.7x | 1.6x |
| Thu, 14 Mar 2024 | €132.5b | €75.2b | €6.1b | 26x | 21.6x | 1.8x |
| Sat, 10 Feb 2024 | €134.7b | €76.3b | €7.1b | 26.1x | 19x | 1.8x |
| Mon, 08 Jan 2024 | €131.9b | €75.4b | €6.9b | 29x | 19x | 1.8x |
| Wed, 06 Dec 2023 | €130.9b | €75.4b | €6.2b | 29.4x | 21.1x | 1.7x |
| Fri, 03 Nov 2023 | €122.0b | €76.0b | €6.3b | 31.7x | 19.4x | 1.6x |
| Sun, 01 Oct 2023 | €119.0b | €75.8b | €6.3b | 32.7x | 18.9x | 1.6x |
| Tue, 29 Aug 2023 | €118.8b | €74.6b | €6.1b | 35x | 19.3x | 1.6x |
| Thu, 27 Jul 2023 | €118.5b | €72.7b | €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 |