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Chinese (SSE) Consumer Staples Sector Analysis

UpdatedMar 08, 2026
DataAggregated Company Financials
Companies264
  • 7D-1.5%
  • 3M-2.7%
  • 1Y-3.9%
  • YTD-2.7%

Over the last 7 days, the Consumer Staples industry has dropped 1.5%, driven by a pullback from Kweichow Moutai of 3.6%. Meanwhile, Muyuan Foods actually outperformed within the industry, gaining 5.2% in the last week. Overall the industry is down 3.9% in 12 months. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Mar 2026CN¥6.2tCN¥2.7tCN¥267.5b33.6x23.1x2.3x
Tue, 03 Feb 2026CN¥6.3tCN¥2.7tCN¥270.6b34.7x23.1x2.3x
Thu, 01 Jan 2026CN¥6.2tCN¥2.7tCN¥270.6b34.6x23x2.3x
Sat, 29 Nov 2025CN¥6.5tCN¥2.7tCN¥270.7b34.3x24x2.4x
Mon, 27 Oct 2025CN¥6.5tCN¥2.7tCN¥291.8b33.3x22.2x2.4x
Wed, 24 Sep 2025CN¥6.4tCN¥2.6tCN¥289.7b32.6x22.2x2.4x
Fri, 22 Aug 2025CN¥6.5tCN¥2.6tCN¥291.4b34.9x22.4x2.5x
Sun, 20 Jul 2025CN¥6.3tCN¥2.6tCN¥289.6b32.3x21.6x2.4x
Tue, 17 Jun 2025CN¥6.2tCN¥2.7tCN¥290.5b32.4x21.4x2.3x
Thu, 15 May 2025CN¥6.6tCN¥2.7tCN¥289.8b31.9x22.9x2.5x
Sat, 12 Apr 2025CN¥6.5tCN¥2.7tCN¥291.3b32.1x22.4x2.5x
Mon, 10 Mar 2025CN¥6.3tCN¥2.6tCN¥282.9b31.2x22.3x2.4x
Wed, 05 Feb 2025CN¥6.0tCN¥2.6tCN¥277.6b28.2x21.8x2.3x
Fri, 03 Jan 2025CN¥6.3tCN¥2.6tCN¥277.6b29.4x22.7x2.4x
Sun, 01 Dec 2024CN¥6.5tCN¥2.6tCN¥277.2b30x23.4x2.5x
Tue, 29 Oct 2024CN¥6.5tCN¥2.6tCN¥263.2b27.5x24.8x2.5x
Thu, 26 Sep 2024CN¥5.5tCN¥2.6tCN¥253.1b23x21.8x2.1x
Sat, 24 Aug 2024CN¥5.5tCN¥2.7tCN¥240.8b22.1x22.8x2.1x
Mon, 22 Jul 2024CN¥6.1tCN¥2.7tCN¥230.2b23.6x26.3x2.3x
Wed, 19 Jun 2024CN¥6.2tCN¥2.7tCN¥230.2b25.7x27.1x2.4x
Fri, 17 May 2024CN¥7.0tCN¥2.8tCN¥231.4b28.7x30.1x2.5x
Sun, 14 Apr 2024CN¥6.5tCN¥2.7tCN¥219.0b28.2x29.8x2.4x
Tue, 12 Mar 2024CN¥6.7tCN¥2.7tCN¥214.2b28.2x31.1x2.5x
Thu, 08 Feb 2024CN¥6.4tCN¥2.7tCN¥221.0b24.7x29.2x2.4x
Sat, 06 Jan 2024CN¥6.6tCN¥2.7tCN¥220.9b30.4x30x2.5x
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
Price to Earnings Ratio

46.7x


Total Market Cap: CN¥8.2tTotal Earnings: CN¥176.1bTotal Revenue: CN¥2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Staples Sector Price to Earnings3Y Average 27.1x202420252026
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 23.1x which is lower than its 3-year average PE of 27.1x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 3.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

CN Market-2.41%
Consumer Staples-1.54%
Food1.14%
Food and Staples Retail-2.83%
Beverage-3.02%
Household Products-3.29%
Personal Products-4.84%
Tobacco-12.55%
Industry PE
  • Investors are most optimistic about the Food and Staples Retail industry which is trading above its 3-year average PE ratio of 71.4x.
    • Analysts are expecting annual earnings growth of 49.4%, which is higher than its past year's earnings decline of 11.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 49% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Beverage industry is expected to see its earnings grow by 8.9% 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
002714 Muyuan FoodsCN¥49.345.2%
+CN¥13.8b
33.7%PE12.6x
603288 Foshan Haitian Flavouring and FoodCN¥37.022.9%
+CN¥6.2b
-9.7%PE31.6x
300498 Wens Foodstuff GroupCN¥16.785.0%
+CN¥5.3b
2.3%PE21.3x
000895 Henan Shuanghui Investment & DevelopmentLtdCN¥27.233.6%
+CN¥3.3b
3.2%PE18.3x
600108 Gansu Yasheng Industrial (Group)CN¥5.5239.0%
+CN¥3.0b
96.4%PE113.2x

Latest News

605499: Follow On Offering And Lock Up Structure Will Drive Future Upside

Analysts kept their CN¥320.28 price target for Eastroc Beverage (Group) broadly unchanged, reflecting only minor adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the stock. What's in the News Completed follow-on equity offering of H shares totaling HK$10.140695b, with multiple tranches priced at HK$248 per share and a HK$1.488 discount per security, including a new market listing and reserved share offering features (Key Developments) Previously filed follow-on equity offering of H shares in the same total amount of HK$10.140695b, with similar tranche sizes, maximum price of HK$248 per share, and HK$1.488 discount per security (Key Developments) Upcoming special or extraordinary shareholders meeting on January 16, 2026 at 14:30 China Standard Time in the company’s meeting room in Shenzhen, Guangdong, China (Key Developments) Special or extraordinary shareholders meeting scheduled for March 10, 2026 at 14:30 China Standard Time in the VIP meeting room at Mingliang Science Park in Shenzhen, Guangdong, China (Key Developments) Certain H shares subject to lock-up agreements ending on August 2, 2026 and February 2, 2027, with controlling shareholders agreeing to 6 month and 12 month lock-up periods from the listing date (Key Developments) Valuation Changes Fair Value: The fair value estimate remains unchanged at CN¥320.28, indicating no adjustment to the overall valuation level used.