Narrative Update • May 18

Over the last 7 days, the Food industry has risen 2.1%, driven by gains from Nestlé of 2.5%. In the past year, the industry is down 11%. 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 |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | CHF 238.6b | CHF 122.6b | CHF 10.4b | 19.5x | 22.9x | 1.9x |
| Sun, 19 Apr 2026 | CHF 240.8b | CHF 122.5b | CHF 10.4b | 18.6x | 23.1x | 2x |
| Tue, 17 Mar 2026 | CHF 249.4b | CHF 123.0b | CHF 10.3b | 19.1x | 24.2x | 2x |
| Thu, 12 Feb 2026 | CHF 244.4b | CHF 123.7b | CHF 11.5b | 19.5x | 21.3x | 2x |
| Sat, 10 Jan 2026 | CHF 234.5b | CHF 123.8b | CHF 11.5b | 18.8x | 20.4x | 1.9x |
| Mon, 08 Dec 2025 | CHF 243.2b | CHF 123.8b | CHF 11.5b | 18.3x | 21.2x | 2x |
| Wed, 05 Nov 2025 | CHF 243.8b | CHF 122.0b | CHF 11.5b | 18x | 21.3x | 2x |
| Fri, 03 Oct 2025 | CHF 232.8b | CHF 122.0b | CHF 11.5b | 17.4x | 20.3x | 1.9x |
| Sun, 31 Aug 2025 | CHF 235.2b | CHF 122.0b | CHF 11.5b | 18.7x | 20.5x | 1.9x |
| Tue, 29 Jul 2025 | CHF 226.7b | CHF 121.8b | CHF 11.3b | 18.2x | 20x | 1.9x |
| Thu, 26 Jun 2025 | CHF 247.9b | CHF 122.5b | CHF 11.9b | 19.3x | 20.8x | 2x |
| Sat, 24 May 2025 | CHF 269.7b | CHF 122.5b | CHF 11.9b | 20.9x | 22.6x | 2.2x |
| Mon, 21 Apr 2025 | CHF 265.9b | CHF 122.4b | CHF 11.9b | 20.8x | 22.3x | 2.2x |
| Wed, 19 Mar 2025 | CHF 274.4b | CHF 119.9b | CHF 12.1b | 19.8x | 22.7x | 2.3x |
| Fri, 14 Feb 2025 | CHF 253.0b | CHF 119.7b | CHF 12.3b | 20.9x | 20.5x | 2.1x |
| Sun, 12 Jan 2025 | CHF 226.7b | CHF 119.7b | CHF 12.3b | 18.5x | 18.4x | 1.9x |
| Tue, 10 Dec 2024 | CHF 232.0b | CHF 119.7b | CHF 12.3b | 19.2x | 18.8x | 1.9x |
| Thu, 07 Nov 2024 | CHF 243.9b | CHF 118.3b | CHF 12.4b | 20x | 19.6x | 2.1x |
| Sat, 05 Oct 2024 | CHF 256.6b | CHF 118.3b | CHF 12.4b | 21.2x | 20.6x | 2.2x |
| Mon, 02 Sep 2024 | CHF 275.8b | CHF 118.3b | CHF 12.4b | 22.7x | 22.2x | 2.3x |
| Wed, 31 Jul 2024 | CHF 274.2b | CHF 118.3b | CHF 12.6b | 23.2x | 21.8x | 2.3x |
| Fri, 28 Jun 2024 | CHF 282.1b | CHF 119.4b | CHF 12.6b | 23x | 22.4x | 2.4x |
| Sun, 26 May 2024 | CHF 284.7b | CHF 119.5b | CHF 12.6b | 24.1x | 22.6x | 2.4x |
| Tue, 23 Apr 2024 | CHF 290.0b | CHF 119.5b | CHF 12.6b | 23.7x | 23.1x | 2.4x |
| Thu, 21 Mar 2024 | CHF 288.7b | CHF 119.0b | CHF 12.7b | 16.3x | 22.7x | 2.4x |
| Sat, 17 Feb 2024 | CHF 300.6b | CHF 121.0b | CHF 11.2b | 16.8x | 26.9x | 2.5x |
| Mon, 15 Jan 2024 | CHF 300.7b | CHF 120.9b | CHF 11.2b | 19.9x | 26.9x | 2.5x |
| Wed, 13 Dec 2023 | CHF 305.5b | CHF 120.9b | CHF 11.2b | 21x | 27.3x | 2.5x |
| Fri, 10 Nov 2023 | CHF 307.5b | CHF 120.9b | CHF 11.2b | 23.3x | 27.5x | 2.5x |
| Sun, 08 Oct 2023 | CHF 306.1b | CHF 120.7b | CHF 11.1b | 22.4x | 27.5x | 2.5x |
| Tue, 05 Sep 2023 | CHF 321.5b | CHF 120.5b | CHF 11.1b | 24.4x | 29x | 2.7x |
| Thu, 03 Aug 2023 | CHF 328.0b | CHF 120.3b | CHF 11.1b | 24.7x | 29.7x | 2.7x |
| Sat, 01 Jul 2023 | CHF 331.1b | CHF 119.5b | CHF 10.6b | 25.4x | 31.3x | 2.8x |
| Mon, 29 May 2023 | CHF 343.9b | CHF 119.5b | CHF 10.6b | 27.8x | 32.5x | 2.9x |
32.5x
Which industries have driven the changes within the Swiss Consumer Staples industry?
| CH Market | 1.44% | |
| Consumer Staples | 2.12% | |
| Food | 2.14% | |
| Packaged Foods and Meats | 2.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NESN Nestlé | CHF 78.78 | 0.9% +CHF 1.8b | -11.0% | PE22.4x | |
| LISN Chocoladefabriken Lindt & Sprüngli | CHF 96.40k | 1.7% +CHF 368.4m | -23.2% | PE30.5x | |
| BARN Barry Callebaut | CHF 1.21k | 2.0% +CHF 131.6m | 58.0% | PE27.3x | |
| CNTL Centiel | CHF 5.26 | 26.7% +CHF 90.6m | 295.5% | PE54.9x | |
| GMI Groupe Minoteries | CHF 250.00 | 3.3% +CHF 2.6m | 5.9% | PE15.2x |