Narrative Update • Jun 19

Over the last 7 days, the Food industry has dropped 1.3%, driven by Nestlé declining 1.3%. Meanwhile, Centiel actually outperformed within the industry, gaining 13% in the last week. Overall the industry is down 6.0% in 12 months. Earnings are forecast to grow by 8.5% annually.
Has the Swiss Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 21 Jun 2026 | CHF 237.9b | CHF 122.6b | CHF 10.4b | 20.1x | 22.8x | 1.9x |
| Tue, 19 May 2026 | CHF 237.2b | CHF 122.6b | CHF 10.4b | 19.6x | 22.8x | 1.9x |
| Thu, 16 Apr 2026 | CHF 240.2b | CHF 123.1b | CHF 10.4b | 18.4x | 23.2x | 2x |
| Sat, 14 Mar 2026 | CHF 249.4b | CHF 123.0b | CHF 10.3b | 19.1x | 24.2x | 2x |
| Mon, 09 Feb 2026 | CHF 245.4b | CHF 123.7b | CHF 11.5b | 19.7x | 21.3x | 2x |
| Wed, 07 Jan 2026 | CHF 235.6b | CHF 123.7b | CHF 11.5b | 18.2x | 20.5x | 1.9x |
| Fri, 05 Dec 2025 | CHF 244.9b | CHF 123.8b | CHF 11.5b | 18.3x | 21.3x | 2x |
| Sun, 02 Nov 2025 | CHF 238.7b | CHF 122.0b | CHF 11.5b | 17.9x | 20.8x | 2x |
| Tue, 30 Sep 2025 | CHF 226.2b | CHF 122.0b | CHF 11.5b | 17.1x | 19.7x | 1.9x |
| Thu, 28 Aug 2025 | CHF 231.7b | CHF 122.0b | CHF 11.5b | 18.8x | 20.2x | 1.9x |
| Sat, 26 Jul 2025 | CHF 229.9b | CHF 121.8b | CHF 11.3b | 18.3x | 20.3x | 1.9x |
| Mon, 23 Jun 2025 | CHF 253.7b | CHF 122.5b | CHF 11.9b | 19.5x | 21.3x | 2.1x |
| Wed, 21 May 2025 | CHF 267.6b | CHF 122.5b | CHF 11.9b | 20.8x | 22.4x | 2.2x |
| Fri, 18 Apr 2025 | CHF 265.8b | CHF 122.4b | CHF 11.9b | 20.8x | 22.3x | 2.2x |
| Sun, 16 Mar 2025 | CHF 270.1b | CHF 119.9b | CHF 12.1b | 19.2x | 22.4x | 2.3x |
| Tue, 11 Feb 2025 | CHF 236.1b | CHF 119.7b | CHF 12.3b | 19.9x | 19.1x | 2x |
| Thu, 09 Jan 2025 | CHF 230.9b | CHF 119.7b | CHF 12.3b | 18.8x | 18.7x | 1.9x |
| Sat, 07 Dec 2024 | CHF 232.5b | CHF 119.7b | CHF 12.3b | 19.3x | 18.8x | 1.9x |
| Mon, 04 Nov 2024 | CHF 252.6b | CHF 118.3b | CHF 12.4b | 20.5x | 20.3x | 2.1x |
| Wed, 02 Oct 2024 | CHF 259.7b | CHF 118.3b | CHF 12.4b | 21.3x | 20.9x | 2.2x |
| Fri, 30 Aug 2024 | CHF 275.5b | CHF 118.3b | CHF 12.6b | 22.5x | 21.9x | 2.3x |
| Sun, 28 Jul 2024 | CHF 272.0b | CHF 118.3b | CHF 12.6b | 23.1x | 21.6x | 2.3x |
| Tue, 25 Jun 2024 | CHF 290.5b | CHF 119.4b | CHF 12.6b | 23.7x | 23.1x | 2.4x |
| Thu, 23 May 2024 | CHF 292.1b | CHF 119.5b | CHF 12.6b | 24.3x | 23.2x | 2.4x |
| Sat, 20 Apr 2024 | CHF 284.7b | CHF 119.5b | CHF 12.6b | 23.4x | 22.7x | 2.4x |
| Mon, 18 Mar 2024 | CHF 290.9b | CHF 119.0b | CHF 12.7b | 16.5x | 22.8x | 2.4x |
| Wed, 14 Feb 2024 | CHF 298.8b | CHF 121.0b | CHF 11.2b | 17.4x | 26.7x | 2.5x |
| Fri, 12 Jan 2024 | CHF 297.8b | CHF 120.9b | CHF 11.2b | 19.9x | 26.6x | 2.5x |
| Sun, 10 Dec 2023 | CHF 307.0b | CHF 120.9b | CHF 11.2b | 21x | 27.4x | 2.5x |
| Tue, 07 Nov 2023 | CHF 307.0b | CHF 120.9b | CHF 11.2b | 23x | 27.4x | 2.5x |
| Thu, 05 Oct 2023 | CHF 313.8b | CHF 120.6b | CHF 11.1b | 22.6x | 28.3x | 2.6x |
| Sat, 02 Sep 2023 | CHF 322.8b | CHF 120.5b | CHF 11.1b | 24.7x | 29.1x | 2.7x |
| Mon, 31 Jul 2023 | CHF 328.3b | CHF 120.3b | CHF 11.1b | 24.6x | 29.7x | 2.7x |
| Wed, 28 Jun 2023 | CHF 331.1b | CHF 119.6b | CHF 10.6b | 24.9x | 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 |