Narrative Update • Jul 03

In the last week, the Food industry is up 1.4%, with Nestlé up 1.5%. During this same period, the Centiel underperformed, falling 19%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 8.4% annually.
Has the Swiss Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 05 Jul 2026 | CHF 254.3b | CHF 122.6b | CHF 10.4b | 20.9x | 24.4x | 2.1x |
| Tue, 02 Jun 2026 | CHF 240.5b | CHF 122.6b | CHF 10.4b | 20.3x | 23.1x | 2x |
| Thu, 30 Apr 2026 | CHF 240.3b | CHF 122.5b | CHF 10.4b | 18x | 23.1x | 2x |
| Sat, 28 Mar 2026 | CHF 236.7b | CHF 123.1b | CHF 10.4b | 18.8x | 22.9x | 1.9x |
| Mon, 23 Feb 2026 | CHF 252.8b | CHF 122.8b | CHF 10.2b | 20.5x | 24.9x | 2.1x |
| Wed, 21 Jan 2026 | CHF 229.7b | CHF 123.7b | CHF 11.5b | 18.3x | 20x | 1.9x |
| Fri, 19 Dec 2025 | CHF 246.8b | CHF 123.8b | CHF 11.5b | 18.7x | 21.5x | 2x |
| Sun, 16 Nov 2025 | CHF 248.6b | CHF 123.7b | CHF 11.5b | 17.9x | 21.6x | 2x |
| Tue, 14 Oct 2025 | CHF 236.5b | CHF 122.0b | CHF 11.5b | 18.2x | 20.6x | 1.9x |
| Thu, 11 Sep 2025 | CHF 231.9b | CHF 122.0b | CHF 11.5b | 18.3x | 20.2x | 1.9x |
| Sat, 09 Aug 2025 | CHF 225.3b | CHF 121.8b | CHF 11.3b | 18x | 19.9x | 1.9x |
| Mon, 07 Jul 2025 | CHF 247.5b | CHF 122.5b | CHF 11.9b | 18.7x | 20.7x | 2x |
| Wed, 04 Jun 2025 | CHF 266.5b | CHF 122.5b | CHF 11.9b | 20.5x | 22.3x | 2.2x |
| Fri, 02 May 2025 | CHF 265.4b | CHF 122.5b | CHF 11.9b | 20.7x | 22.2x | 2.2x |
| Sun, 30 Mar 2025 | CHF 273.9b | CHF 119.9b | CHF 12.1b | 20.2x | 22.7x | 2.3x |
| Tue, 25 Feb 2025 | CHF 265.7b | CHF 119.4b | CHF 12.0b | 22x | 22.1x | 2.2x |
| Thu, 23 Jan 2025 | CHF 229.8b | CHF 119.7b | CHF 12.3b | 18.9x | 18.6x | 1.9x |
| Sat, 21 Dec 2024 | CHF 227.0b | CHF 119.7b | CHF 12.3b | 18.7x | 18.4x | 1.9x |
| Mon, 18 Nov 2024 | CHF 237.0b | CHF 119.7b | CHF 12.3b | 19.6x | 19.2x | 2x |
| Wed, 16 Oct 2024 | CHF 258.4b | CHF 118.3b | CHF 12.4b | 21.4x | 20.8x | 2.2x |
| Fri, 13 Sep 2024 | CHF 267.0b | CHF 118.3b | CHF 12.4b | 21.8x | 21.5x | 2.3x |
| Sun, 11 Aug 2024 | CHF 274.8b | CHF 118.3b | CHF 12.6b | 23.3x | 21.9x | 2.3x |
| Tue, 09 Jul 2024 | CHF 285.4b | CHF 119.5b | CHF 12.6b | 23.2x | 22.7x | 2.4x |
| Thu, 06 Jun 2024 | CHF 297.9b | CHF 119.5b | CHF 12.6b | 24.1x | 23.7x | 2.5x |
| Sat, 04 May 2024 | CHF 282.0b | CHF 119.5b | CHF 12.6b | 23.8x | 22.4x | 2.4x |
| Mon, 01 Apr 2024 | CHF 291.8b | CHF 119.0b | CHF 12.7b | 20x | 22.9x | 2.5x |
| Wed, 28 Feb 2024 | CHF 285.6b | CHF 118.9b | CHF 12.7b | 21.9x | 22.4x | 2.4x |
| Fri, 26 Jan 2024 | CHF 297.8b | CHF 120.9b | CHF 11.2b | 18.5x | 26.6x | 2.5x |
| Sun, 24 Dec 2023 | CHF 299.5b | CHF 120.9b | CHF 11.2b | 20.8x | 26.8x | 2.5x |
| Tue, 21 Nov 2023 | CHF 304.2b | CHF 121.0b | CHF 11.2b | 23.3x | 27.2x | 2.5x |
| Thu, 19 Oct 2023 | CHF 311.2b | CHF 120.7b | CHF 11.1b | 22.2x | 28x | 2.6x |
| Sat, 16 Sep 2023 | CHF 320.7b | CHF 120.5b | CHF 11.1b | 23.9x | 28.9x | 2.7x |
| Mon, 14 Aug 2023 | CHF 319.1b | CHF 120.4b | CHF 11.1b | 24.4x | 28.8x | 2.6x |
| Wed, 12 Jul 2023 | CHF 322.7b | CHF 119.5b | CHF 10.6b | 25.3x | 30.5x | 2.7x |
30.5x
Which industries have driven the changes within the Swiss Consumer Staples industry?
| CH Market | 1.79% | |
| Consumer Staples | 1.43% | |
| Food | 1.42% | |
| Packaged Foods and Meats | 1.42% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NESN Nestlé | CHF 84.55 | 1.5% +CHF 3.2b | 6.7% | PE24.1x | |
| LISN Chocoladefabriken Lindt & Sprüngli | CHF 98.30k | 1.2% +CHF 276.3m | -25.2% | PE31.1x | |
| BARN Barry Callebaut | CHF 1.18k | 2.3% +CHF 142.6m | 26.8% | PE26.5x | |
| BELL Bell Food Group | CHF 183.60 | 1.7% +CHF 18.8m | -26.6% | PE16.5x | |
| ORON ORIOR | CHF 16.72 | 15.3% +CHF 14.5m | 34.4% | PE11.7x |