Narrative Update • Jul 28

Over the last 7 days, the Food industry has dropped 3.3%, driven by a pullback from Nestlé of 4.0%. Over the past 12 months, the industry was up 11%. Earnings are forecast to grow by 12% annually.
Has the Swiss Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | CHF 248.9b | CHF 121.5b | CHF 8.8b | 20.4x | 28.2x | 2x |
| Sat, 27 Jun 2026 | CHF 250.8b | CHF 122.6b | CHF 10.4b | 20.9x | 24.1x | 2x |
| Mon, 25 May 2026 | CHF 238.8b | CHF 122.6b | CHF 10.4b | 19.5x | 22.9x | 1.9x |
| Wed, 22 Apr 2026 | CHF 230.5b | CHF 122.5b | CHF 10.4b | 18.4x | 22.1x | 1.9x |
| Fri, 20 Mar 2026 | CHF 236.0b | CHF 123.1b | CHF 10.3b | 18.9x | 22.9x | 1.9x |
| Sun, 15 Feb 2026 | CHF 247.8b | CHF 123.7b | CHF 11.5b | 19.9x | 21.6x | 2x |
| Tue, 13 Jan 2026 | CHF 333.8b | CHF 123.7b | CHF 11.5b | 18.7x | 29x | 2.7x |
| Thu, 11 Dec 2025 | CHF 239.9b | CHF 123.8b | CHF 11.5b | 17.8x | 20.9x | 1.9x |
| Sat, 08 Nov 2025 | CHF 245.6b | CHF 123.8b | CHF 11.5b | 18.1x | 21.4x | 2x |
| Mon, 06 Oct 2025 | CHF 231.4b | CHF 122.0b | CHF 11.5b | 17.5x | 20.2x | 1.9x |
| Wed, 03 Sep 2025 | CHF 233.6b | CHF 122.0b | CHF 11.5b | 18.4x | 20.4x | 1.9x |
| Fri, 01 Aug 2025 | CHF 223.5b | CHF 121.8b | CHF 11.3b | 18x | 19.7x | 1.8x |
| Sun, 29 Jun 2025 | CHF 247.6b | CHF 122.5b | CHF 11.9b | 19.4x | 20.8x | 2x |
| Tue, 27 May 2025 | CHF 270.7b | CHF 122.5b | CHF 11.9b | 21x | 22.7x | 2.2x |
| Thu, 24 Apr 2025 | CHF 264.2b | CHF 122.5b | CHF 11.9b | 20.7x | 22.1x | 2.2x |
| Sat, 22 Mar 2025 | CHF 277.5b | CHF 119.9b | CHF 12.1b | 19.9x | 23x | 2.3x |
| Mon, 17 Feb 2025 | CHF 250.5b | CHF 119.5b | CHF 12.0b | 21.1x | 20.8x | 2.1x |
| Wed, 15 Jan 2025 | CHF 227.4b | CHF 119.7b | CHF 12.3b | 18.4x | 18.4x | 1.9x |
| Fri, 13 Dec 2024 | CHF 230.1b | CHF 119.7b | CHF 12.3b | 18.8x | 18.6x | 1.9x |
| Sun, 10 Nov 2024 | CHF 242.3b | CHF 119.7b | CHF 12.3b | 20x | 19.6x | 2x |
| Tue, 08 Oct 2024 | CHF 256.4b | CHF 118.3b | CHF 12.4b | 21.1x | 20.6x | 2.2x |
| Thu, 05 Sep 2024 | CHF 272.2b | CHF 118.3b | CHF 12.4b | 22.3x | 21.9x | 2.3x |
| Sat, 03 Aug 2024 | CHF 276.7b | CHF 118.3b | CHF 12.6b | 23.2x | 22x | 2.3x |
| Mon, 01 Jul 2024 | CHF 281.0b | CHF 119.4b | CHF 12.6b | 22.9x | 22.4x | 2.4x |
| Wed, 29 May 2024 | CHF 282.6b | CHF 119.5b | CHF 12.6b | 23.8x | 22.5x | 2.4x |
| Fri, 26 Apr 2024 | CHF 281.7b | CHF 119.5b | CHF 12.6b | 23.3x | 22.4x | 2.4x |
| Sun, 24 Mar 2024 | CHF 288.4b | CHF 119.0b | CHF 12.7b | 16.8x | 22.6x | 2.4x |
| Tue, 20 Feb 2024 | CHF 304.8b | CHF 121.0b | CHF 11.2b | 16.9x | 27.3x | 2.5x |
| Thu, 18 Jan 2024 | CHF 303.6b | CHF 120.9b | CHF 11.2b | 20.2x | 27.1x | 2.5x |
| Sat, 16 Dec 2023 | CHF 303.6b | CHF 120.9b | CHF 11.2b | 20.7x | 27.1x | 2.5x |
| Mon, 13 Nov 2023 | CHF 305.9b | CHF 120.9b | CHF 11.2b | 23x | 27.3x | 2.5x |
| Wed, 11 Oct 2023 | CHF 314.7b | CHF 120.7b | CHF 11.1b | 23.3x | 28.3x | 2.6x |
| Fri, 08 Sep 2023 | CHF 321.9b | CHF 120.5b | CHF 11.1b | 24.3x | 29x | 2.7x |
| Sun, 06 Aug 2023 | CHF 319.4b | CHF 120.3b | CHF 11.1b | 24.2x | 28.9x | 2.7x |
28.9x
Which industries have driven the changes within the Swiss Consumer Staples industry?
| CH Market | 1.03% | |
| Consumer Staples | -3.33% | |
| Food | -3.34% | |
| Packaged Foods and Meats | -3.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NESN Nestlé | CHF 82.38 | 3.9% +CHF 7.9b | 15.9% | PE28.5x | |
| LISN Chocoladefabriken Lindt & Sprüngli | CHF 95.60k | 2.7% +CHF 573.1m | -19.7% | PE30x | |
| BARN Barry Callebaut | CHF 1.14k | 3.9% +CHF 235.8m | 14.4% | PE25.7x | |
| EMMN Emmi | CHF 870.00 | 1.5% +CHF 69.5m | 17.4% | PE20.5x | |
| ARYN ARYZTA | CHF 53.40 | 2.3% +CHF 29.8m | -30.4% | PE13.5x |