Narrative Update • Jun 19

Over the last 7 days, the Food industry has dropped 1.3%, driven by Nestlé declining 1.3%. In contrast, Centiel has gained 13%. Overall the industry is down 6.0% in 12 months. As for the next few years, earnings are expected to grow by 8.5% per annum.
Has the Swiss Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | CHF 237.9b | CHF 122.6b | CHF 10.4b | 20.1x | 22.8x | 1.9x |
| Wed, 20 May 2026 | CHF 241.9b | CHF 122.6b | CHF 10.4b | 19.9x | 23.2x | 2x |
| Fri, 17 Apr 2026 | CHF 239.5b | CHF 123.1b | CHF 10.4b | 18.5x | 23.1x | 1.9x |
| Sun, 15 Mar 2026 | CHF 249.4b | CHF 123.0b | CHF 10.3b | 19.1x | 24.2x | 2x |
| Tue, 10 Feb 2026 | CHF 243.9b | CHF 123.7b | CHF 11.5b | 19.6x | 21.2x | 2x |
| Thu, 08 Jan 2026 | CHF 231.8b | CHF 123.8b | CHF 11.5b | 18.3x | 20.2x | 1.9x |
| Sat, 06 Dec 2025 | CHF 243.2b | CHF 123.8b | CHF 11.5b | 18.3x | 21.2x | 2x |
| Mon, 03 Nov 2025 | CHF 238.7b | CHF 122.0b | CHF 11.5b | 17.9x | 20.8x | 2x |
| Wed, 01 Oct 2025 | CHF 228.6b | CHF 122.0b | CHF 11.5b | 17.2x | 20x | 1.9x |
| Fri, 29 Aug 2025 | CHF 233.6b | CHF 122.0b | CHF 11.5b | 18.7x | 20.4x | 1.9x |
| Sun, 27 Jul 2025 | CHF 229.9b | CHF 121.8b | CHF 11.3b | 18.3x | 20.3x | 1.9x |
| Tue, 24 Jun 2025 | CHF 253.3b | CHF 122.5b | CHF 11.9b | 19.5x | 21.2x | 2.1x |
| Thu, 22 May 2025 | CHF 269.1b | CHF 122.5b | CHF 11.9b | 20.9x | 22.6x | 2.2x |
| Sat, 19 Apr 2025 | CHF 265.8b | CHF 122.4b | CHF 11.9b | 20.8x | 22.3x | 2.2x |
| Mon, 17 Mar 2025 | CHF 270.1b | CHF 119.9b | CHF 12.1b | 19.2x | 22.4x | 2.3x |
| Wed, 12 Feb 2025 | CHF 238.5b | CHF 119.7b | CHF 12.3b | 20.1x | 19.3x | 2x |
| Fri, 10 Jan 2025 | CHF 229.7b | CHF 119.7b | CHF 12.3b | 18.8x | 18.6x | 1.9x |
| Sun, 08 Dec 2024 | CHF 232.5b | CHF 119.7b | CHF 12.3b | 19.3x | 18.8x | 1.9x |
| Tue, 05 Nov 2024 | CHF 250.0b | CHF 118.3b | CHF 12.4b | 20.3x | 20.1x | 2.1x |
| Thu, 03 Oct 2024 | CHF 259.7b | CHF 118.3b | CHF 12.4b | 21.3x | 20.9x | 2.2x |
| Sat, 31 Aug 2024 | CHF 275.8b | CHF 118.3b | CHF 12.4b | 22.7x | 22.2x | 2.3x |
| Mon, 29 Jul 2024 | CHF 272.0b | CHF 118.3b | CHF 12.6b | 23.1x | 21.6x | 2.3x |
| Wed, 26 Jun 2024 | CHF 288.1b | CHF 119.4b | CHF 12.6b | 23.3x | 22.9x | 2.4x |
| Fri, 24 May 2024 | CHF 287.2b | CHF 119.5b | CHF 12.6b | 24.2x | 22.8x | 2.4x |
| Sun, 21 Apr 2024 | CHF 290.0b | CHF 119.5b | CHF 12.6b | 23.7x | 23.1x | 2.4x |
| Tue, 19 Mar 2024 | CHF 289.3b | CHF 119.0b | CHF 12.7b | 16.3x | 22.7x | 2.4x |
| Thu, 15 Feb 2024 | CHF 300.2b | CHF 121.0b | CHF 11.2b | 17.2x | 26.8x | 2.5x |
| Sat, 13 Jan 2024 | CHF 300.7b | CHF 120.9b | CHF 11.2b | 19.9x | 26.9x | 2.5x |
| Mon, 11 Dec 2023 | CHF 307.0b | CHF 120.9b | CHF 11.2b | 21x | 27.4x | 2.5x |
| Wed, 08 Nov 2023 | CHF 306.3b | CHF 120.9b | CHF 11.2b | 23.1x | 27.4x | 2.5x |
| Fri, 06 Oct 2023 | CHF 313.5b | CHF 120.5b | CHF 11.1b | 22.1x | 28.2x | 2.6x |
| Sun, 03 Sep 2023 | CHF 322.8b | CHF 120.5b | CHF 11.1b | 24.7x | 29.1x | 2.7x |
| Tue, 01 Aug 2023 | CHF 326.8b | CHF 120.3b | CHF 11.1b | 24.6x | 29.6x | 2.7x |
| Thu, 29 Jun 2023 | CHF 331.0b | CHF 119.6b | CHF 10.6b | 25x | 31.3x | 2.8x |
31.3x
Which industries have driven the changes within the Swiss Consumer Staples industry?
| CH Market | 0.72% | |
| Consumer Staples | -1.33% | |
| Food | -1.33% | |
| Packaged Foods and Meats | -1.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CNTL Centiel | CHF 8.22 | 12.6% +CHF 75.1m | 420.3% | PE85.7x | |
| ORON ORIOR | CHF 14.54 | 3.6% +CHF 3.3m | 7.9% | PE10.1x |