Narrative Update • Aug 21

Over the last 7 days, the Consumer Staples industry has dropped 1.6%, driven by Anheuser-Busch InBev declining 2.1%. Over the past 12 months, the industry was up 25%. Looking forward, earnings are forecast to grow by 5.4% annually.
Has the Belgian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | €151.0b | €69.5b | €8.6b | 17x | 17.7x | 2.2x |
| Tue, 21 Jul 2026 | €156.3b | €69.6b | €7.1b | 18.8x | 22.2x | 2.2x |
| Thu, 18 Jun 2026 | €154.9b | €69.9b | €7.0b | 18.7x | 22.2x | 2.2x |
| Sat, 16 May 2026 | €151.8b | €69.3b | €6.9b | 19x | 22x | 2.2x |
| Mon, 13 Apr 2026 | €141.7b | €67.4b | €6.5b | 17.3x | 21.8x | 2.1x |
| Wed, 11 Mar 2026 | €139.4b | €67.8b | €6.5b | 21.2x | 21.3x | 2.1x |
| Fri, 06 Feb 2026 | €140.9b | €66.3b | €5.8b | 22.2x | 24.4x | 2.1x |
| Sun, 04 Jan 2026 | €120.0b | €66.7b | €5.8b | 20.3x | 20.6x | 1.8x |
| Tue, 02 Dec 2025 | €118.4b | €66.9b | €5.9b | 19.5x | 20.1x | 1.8x |
| Thu, 30 Oct 2025 | €117.1b | €66.9b | €6.8b | 18x | 17.3x | 1.7x |
| Sat, 27 Sep 2025 | €112.8b | €66.4b | €6.7b | 18.2x | 16.7x | 1.7x |
| Mon, 25 Aug 2025 | €120.9b | €71.7b | €6.7b | 20.3x | 18x | 1.7x |
| Wed, 23 Jul 2025 | €130.5b | €71.8b | €6.5b | 20.2x | 20.1x | 1.8x |
| Fri, 20 Jun 2025 | €136.2b | €72.9b | €6.6b | 20.2x | 20.5x | 1.9x |
| Sun, 18 May 2025 | €134.6b | €74.3b | €6.9b | 20.5x | 19.6x | 1.8x |
| Tue, 15 Apr 2025 | €124.5b | €74.0b | €5.8b | 21.4x | 21.5x | 1.7x |
| Thu, 13 Mar 2025 | €127.9b | €76.2b | €6.0b | 21.4x | 21.3x | 1.7x |
| Sat, 08 Feb 2025 | €111.8b | €79.3b | €7.0b | 18.5x | 16x | 1.4x |
| Mon, 06 Jan 2025 | €110.0b | €79.4b | €7.0b | 19.4x | 15.7x | 1.4x |
| Wed, 04 Dec 2024 | €118.8b | €78.2b | €7.6b | 18.5x | 15.7x | 1.5x |
| Fri, 01 Nov 2024 | €133.6b | €76.2b | €7.4b | 21.1x | 18.1x | 1.8x |
| Sun, 29 Sep 2024 | €136.1b | €75.2b | €6.7b | 21.2x | 20.4x | 1.8x |
| Tue, 27 Aug 2024 | €126.4b | €75.2b | €6.7b | 21.2x | 18.9x | 1.7x |
| Thu, 25 Jul 2024 | €130.1b | €76.5b | €5.8b | 24.9x | 22.5x | 1.7x |
| Sat, 22 Jun 2024 | €138.4b | €77.2b | €5.8b | 25.2x | 23.7x | 1.8x |
| Mon, 20 May 2024 | €143.0b | €75.9b | €5.7b | 28.4x | 25.2x | 1.9x |
| Wed, 17 Apr 2024 | €124.1b | €76.9b | €6.3b | 28.8x | 19.7x | 1.6x |
| Fri, 15 Mar 2024 | €131.9b | €75.5b | €6.2b | 25.3x | 21.4x | 1.7x |
| Sun, 11 Feb 2024 | €134.7b | €76.3b | €7.1b | 26.1x | 19x | 1.8x |
| Tue, 09 Jan 2024 | €133.1b | €75.2b | €6.9b | 29x | 19.3x | 1.8x |
| Thu, 07 Dec 2023 | €130.6b | €75.4b | €6.2b | 29.3x | 21.1x | 1.7x |
| Sat, 04 Nov 2023 | €123.4b | €75.4b | €6.2b | 32.3x | 19.8x | 1.6x |
| Mon, 02 Oct 2023 | €119.0b | €75.8b | €6.3b | 32.7x | 18.9x | 1.6x |
| Wed, 30 Aug 2023 | €118.8b | €74.3b | €6.1b | 36.5x | 19.4x | 1.6x |
19.4x
Which industries have driven the changes within the Belgian Consumer Staples sector?
| BE Market | 1.24% | |
| Consumer Staples | -1.59% | |
| Food | 3.37% | |
| Personal Products | 2.02% | |
| Food and Staples Retail | 1.46% | |
| Beverage | -2.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LOTB Lotus Bakeries | €12.82k | 4.1% +€406.4m | 56.0% | PE54.6x | |
| COLR Colruyt Group | €38.90 | 1.5% +€66.6m | 1.7% | PE13.7x | |
| ONTEX Ontex Group | €2.53 | 2.0% +€4.0m | -62.0% | PS0.1x | |
| MIKO Miko | €67.00 | 2.3% +€1.9m | 32.4% | PE16.6x |