Narrative Update • Jun 23

Over the last 7 days, the Food industry has risen 1.5%, driven by gains from Saputo of 2.7%. In the last 12 months, the industry was up 31%. As for the next few years, earnings are expected to grow by 23% per annum.
Has the Canadian Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | CA$30.9b | CA$40.1b | CA$1.0b | 12.7x | 30x | 0.8x |
| Mon, 25 May 2026 | CA$30.7b | CA$41.5b | CA$982.7m | 12.4x | 31.2x | 0.7x |
| Wed, 22 Apr 2026 | CA$29.3b | CA$41.4b | CA$1.0b | 10.7x | 28.6x | 0.7x |
| Fri, 20 Mar 2026 | CA$31.6b | CA$41.3b | CA$1.0b | 12.4x | 31.5x | 0.8x |
| Sun, 15 Feb 2026 | CA$30.6b | CA$39.2b | CA$1.2b | 12.8x | 24.5x | 0.8x |
| Tue, 13 Jan 2026 | CA$29.4b | CA$39.5b | CA$481.3m | 12.2x | 61x | 0.7x |
| Thu, 11 Dec 2025 | CA$28.0b | CA$39.5b | CA$479.1m | 12.1x | 58.5x | 0.7x |
| Sat, 08 Nov 2025 | CA$25.2b | CA$39.0b | CA$518.2m | 12.1x | 48.6x | 0.6x |
| Mon, 06 Oct 2025 | CA$25.9b | CA$37.1b | CA$329.3m | 12.8x | 78.6x | 0.7x |
| Wed, 03 Sep 2025 | CA$26.0b | CA$37.0b | CA$342.1m | 18x | 76x | 0.7x |
| Fri, 01 Aug 2025 | CA$22.6b | CA$36.5b | CA$241.8m | 14.2x | 93.6x | 0.6x |
| Sun, 29 Jun 2025 | CA$21.5b | CA$36.5b | CA$242.6m | 12.1x | 88.6x | 0.6x |
| Tue, 27 May 2025 | CA$21.0b | CA$36.3b | CA$276.0m | 12.2x | 76.1x | 0.6x |
| Thu, 24 Apr 2025 | CA$20.6b | CA$35.8b | CA$274.1m | 12.8x | 75.2x | 0.6x |
| Sat, 22 Mar 2025 | CA$20.2b | CA$35.7b | CA$269.5m | 12.8x | 75.1x | 0.6x |
| Mon, 17 Feb 2025 | CA$19.3b | CA$35.6b | CA$183.1m | 12.6x | 105.4x | 0.5x |
| Wed, 15 Jan 2025 | CA$18.8b | CA$33.6b | CA$522.9m | 35.2x | 36x | 0.6x |
| Fri, 13 Dec 2024 | CA$20.4b | CA$34.9b | CA$572.6m | 35.6x | 35.5x | 0.6x |
| Sun, 10 Nov 2024 | CA$20.3b | CA$34.8b | CA$549.7m | 15.3x | 36.9x | 0.6x |
| Tue, 08 Oct 2024 | CA$21.7b | CA$34.2b | CA$566.6m | 15.4x | 38.3x | 0.6x |
| Thu, 05 Sep 2024 | CA$21.7b | CA$34.2b | CA$570.0m | 15.1x | 38.1x | 0.6x |
| Sat, 03 Aug 2024 | CA$23.2b | CA$33.8b | CA$500.2m | 10.9x | 46.4x | 0.7x |
| Mon, 01 Jul 2024 | CA$22.5b | CA$33.8b | CA$492.1m | 11.2x | 45.8x | 0.7x |
| Wed, 29 May 2024 | CA$21.1b | CA$33.8b | CA$557.0m | 10x | 37.9x | 0.6x |
| Fri, 26 Apr 2024 | CA$20.4b | CA$33.8b | CA$435.8m | 11.2x | 46.7x | 0.6x |
| Sun, 24 Mar 2024 | CA$20.2b | CA$33.8b | CA$428.4m | 13.6x | 47.2x | 0.6x |
| Tue, 20 Feb 2024 | CA$21.5b | CA$33.8b | CA$406.7m | 13.8x | 52.9x | 0.6x |
| Thu, 18 Jan 2024 | CA$21.4b | CA$34.1b | CA$677.7m | 15.6x | 31.6x | 0.6x |
| Sat, 16 Dec 2023 | CA$20.7b | CA$34.1b | CA$652.1m | 14.9x | 31.8x | 0.6x |
| Mon, 13 Nov 2023 | CA$21.0b | CA$34.1b | CA$583.9m | 27.1x | 35.9x | 0.6x |
| Wed, 11 Oct 2023 | CA$21.5b | CA$34.2b | CA$348.4m | 28x | 61.7x | 0.6x |
| Fri, 08 Sep 2023 | CA$22.5b | CA$34.3b | CA$321.5m | 39.7x | 69.9x | 0.7x |
| Sun, 06 Aug 2023 | CA$22.8b | CA$34.2b | CA$344.1m | 26.5x | 66.1x | 0.7x |
| Tue, 04 Jul 2023 | CA$22.5b | CA$34.1b | CA$359.9m | 26.3x | 62.6x | 0.7x |
62.6x
Which industries have driven the changes within the Canadian Consumer Staples industry?
| CA Market | -0.37% | |
| Consumer Staples | 5.70% | |
| Food | 1.53% | |
| Agricultural Products | 5.09% | |
| Packaged Foods and Meats | 1.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SAP Saputo | CA$42.44 | 2.7% +CA$452.5m | 55.9% | PE24.6x | |
| PBH Premium Brands Holdings | CA$86.76 | 1.2% +CA$54.6m | 7.6% | PE112x | |
| CPKR Canada Packers | CA$19.16 | 4.1% +CA$22.6m | n/a | PE4.9x | |
| BOIL Beyond Oil | CA$2.40 | 10.1% +CA$17.8m | -21.3% | PS28.9x | |
| TRIP Red Light Holland | CA$0.03 | 20.0% +CA$3.1m | 0% | PS4.4x |