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Chinese (SSE) Consumer Staples Sector Analysis

UpdatedDec 03, 2023
DataAggregated Company Financials
Companies263
  • 7D-1.6%
  • 3M-5.9%
  • 1Y-8.3%
  • YTD-11.8%

Over the last 7 days, the Consumer Staples industry has dropped 1.6%, driven by declines in Wuliangye YibinLtd and Kweichow Moutai of 3.9% and 0.9%, respectively. In contrast, Shandong Huifa FoodstuffLtd has gained 61%. The industry has fallen 8.3% in the last year. Looking forward, earnings are forecast to grow by 25% annually.

Sector Valuation and Performance

Has the Chinese Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 04 Dec 2023CN„7.1tCN„2.7tCN„221.1b32.5x32.2x2.6x
Wed, 01 Nov 2023CN„7.1tCN„2.7tCN„220.9b31.2x32.2x2.7x
Fri, 29 Sep 2023CN„7.3tCN„2.7tCN„229.5b32.8x31.7x2.7x
Sun, 27 Aug 2023CN„7.4tCN„2.7tCN„237.3b33.1x31.2x2.8x
Tue, 25 Jul 2023CN„7.5tCN„2.6tCN„235.2b35.9x31.7x2.8x
Thu, 22 Jun 2023CN„7.5tCN„2.6tCN„235.1b36.1x31.7x2.8x
Sat, 20 May 2023CN„7.6tCN„2.6tCN„235.1b37x32.3x2.9x
Mon, 17 Apr 2023CN„7.9tCN„2.5tCN„192.3b38.4x41.1x3.1x
Wed, 15 Mar 2023CN„8.2tCN„2.4tCN„176.1b40x46.7x3.4x
Fri, 10 Feb 2023CN„8.6tCN„2.5tCN„200.7b39.8x42.8x3.4x
Sun, 08 Jan 2023CN„8.4tCN„2.5tCN„200.7b39.6x41.9x3.3x
Tue, 06 Dec 2022CN„8.0tCN„2.5tCN„200.8b39x39.9x3.2x
Thu, 03 Nov 2022CN„7.2tCN„2.5tCN„200.6b35.4x36x2.9x
Sat, 01 Oct 2022CN„8.2tCN„2.4tCN„154.0b36.7x53.1x3.4x
Mon, 29 Aug 2022CN„8.5tCN„2.4tCN„152.7b40.5x55.6x3.6x
Wed, 27 Jul 2022CN„8.7tCN„2.3tCN„141.7b41.3x61.4x3.7x
Fri, 24 Jun 2022CN„8.6tCN„2.3tCN„140.7b40.9x61.4x3.7x
Sun, 22 May 2022CN„7.9tCN„2.3tCN„141.4b37.5x56.1x3.4x
Tue, 19 Apr 2022CN„8.1tCN„2.3tCN„171.5b37x47.3x3.5x
Thu, 17 Mar 2022CN„7.7tCN„2.3tCN„169.0b36.1x45.7x3.4x
Sat, 12 Feb 2022CN„8.6tCN„2.3tCN„170.5b39.9x50.4x3.8x
Mon, 10 Jan 2022CN„9.2tCN„2.3tCN„170.9b44.6x53.6x4.1x
Wed, 08 Dec 2021CN„9.2tCN„2.3tCN„170.9b40.7x53.7x4.1x
Fri, 05 Nov 2021CN„9.1tCN„2.2tCN„170.3b41.9x53.5x4.1x
Sun, 03 Oct 2021CN„8.8tCN„2.2tCN„217.6b37.7x40.5x4x
Tue, 31 Aug 2021CN„8.0tCN„2.2tCN„217.8b35.7x36.7x3.6x
Wed, 07 Jul 2021CN„10.0tCN„2.2tCN„217.5b42.5x46.2x4.6x
Sat, 10 Apr 2021CN„9.3tCN„2.1tCN„235.3b39.8x39.4x4.4x
Fri, 01 Jan 2021CN„9.9tCN„2.0tCN„224.3b46.3x44.1x5x
Price to Earnings Ratio

36.8x


Total Market Cap: CN„8.5tTotal Earnings: CN„231.5bTotal Revenue: CN„1.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Staples Sector Price to Earnings3Y Average 44x202120222023
Current Industry PE
  • Investors are pessimistic on the Chinese Consumer Staples industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 32.2x which is lower than its 3-year average PE of 44.0x.
  • The 3-year average PS ratio of 3.7x is higher than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 12% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Chinese Consumer Staples sector?

CN Market-0.43%
Consumer Staples-1.55%
Tobacco1.16%
Food and Staples Retail0.36%
Household Products-0.51%
Personal Products-0.98%
Food-1.18%
Beverage-1.93%
Industry PE
  • Investors are most optimistic about the Food and Staples Retail industry even though it's trading below its 3-year average PE ratio of 90.9x.
    • Analysts are expecting annual earnings growth of 30.6%, which is higher than its past year's earnings growth of 20.7% per year.
  • Investors are most pessimistic about the Tobacco industry, which is trading below its 3-year average of 67.9x.
Forecasted Growth
  • Analysts are most optimistic on the Household Products industry, expecting annual earnings growth of 48% over the next 5 years.
  • This is better than its past earnings growth rate of 6.0% per year.
  • In contrast, the Beverage industry is expected to see its earnings grow by 16% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
603536 Shandong Huifa FoodstuffLtdCN„15.1961.1%
+CN„1.4b
105.8%PS2.1x
603939 Yifeng Pharmacy ChainCN„38.351.7%
+CN„656.9m
-22.2%PE26.9x
603697 YouYou FoodsCN„9.7714.8%
+CN„538.9m
16.3%PE26.8x
2385 Beijing Dabeinong Technology GroupLtdCN„7.171.8%
+CN„537.7m
-25.3%PS0.9x
3010 Guangzhou Ruoyuchen TechnologyLtdCN„25.1520.9%
+CN„530.0m
49.6%PE64.9x
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Latest News

3010

CN„25.15

Guangzhou Ruoyuchen TechnologyLtd

7D

20.9%

1Y

49.6%

2385

CN„7.17

Beijing Dabeinong Technology GroupLtd

7D

1.8%

1Y

-25.3%

2919

CN„33.25

Mingchen HealthLtd

7D

6.8%

1Y

34.2%

876

CN„9.12

New Hope LiuheLtd

7D

-11.2%

1Y

-33.7%

603288

CN„37.32

Foshan Haitian Flavouring and Food

7D

-1.7%

1Y

-40.6%

998

CN„16.68

Yuan Long Ping High-Tech Agriculture

7D

2.5%

1Y

1.6%

603697

CN„9.77

YouYou Foods

7D

14.8%

1Y

16.3%

568

CN„202.00

Luzhou LaojiaoLtd

7D

-4.0%

1Y

4.8%

2041

CN„16.01

ShanDongDenghai SeedsLtd

7D

3.6%

1Y

-25.3%

596

CN„253.39

Anhui Gujing Distillery

7D

-2.7%

1Y

5.6%

858

CN„147.21

Wuliangye YibinLtd

7D

-3.9%

1Y

-9.7%

300999

CN„33.76

Yihai Kerry Arawana Holdings

7D

-4.0%

1Y

-21.2%

600809

CN„235.85

Shanxi Xinghuacun Fen Wine FactoryLtd

7D

-1.9%

1Y

-10.0%

603536

CN„15.19

Shandong Huifa FoodstuffLtd

7D

61.1%

1Y

105.8%

600519

CN„1,760.28

Kweichow Moutai

7D

-0.9%

1Y

7.7%

603939

CN„38.35

Yifeng Pharmacy Chain

7D

1.7%

1Y

-22.2%