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Chinese (SSE) Consumer Staples Sector Analysis

UpdatedSep 07, 2024
DataAggregated Company Financials
Companies261
  • 7D-3.0%
  • 3M-16.9%
  • 1Y-27.3%
  • YTD-20.1%

Over the last 7 days, the Consumer Staples industry has dropped 3.0%, driven by a pullback from Kweichow Moutai of 3.1%. On the other hand LBX Pharmacy Chain is actually up 33%. Overall the industry is down 27% in 12 months. As for the next few years, earnings are expected to grow by 17% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Sep 2024CN¥5.4tCN¥2.6tCN¥252.6b22.8x21.5x2.1x
Tue, 06 Aug 2024CN¥5.7tCN¥2.7tCN¥236.2b23.5x24.1x2.1x
Thu, 04 Jul 2024CN¥6.0tCN¥2.7tCN¥230.2b24.5x25.9x2.3x
Sat, 01 Jun 2024CN¥6.7tCN¥2.7tCN¥233.4b27.8x28.8x2.5x
Mon, 29 Apr 2024CN¥6.8tCN¥2.7tCN¥223.1b27.3x30.5x2.5x
Wed, 27 Mar 2024CN¥6.8tCN¥2.7tCN¥212.9b28x32x2.5x
Fri, 23 Feb 2024CN¥6.7tCN¥2.7tCN¥221.0b27.4x30.2x2.5x
Sun, 21 Jan 2024CN¥6.5tCN¥2.7tCN¥221.0b29.4x29.2x2.4x
Tue, 19 Dec 2023CN¥6.7tCN¥2.7tCN¥221.0b30.6x30.3x2.5x
Thu, 16 Nov 2023CN¥7.2tCN¥2.7tCN¥221.0b32x32.6x2.7x
Sat, 14 Oct 2023CN¥7.1tCN¥2.7tCN¥229.5b31.6x30.9x2.7x
Mon, 11 Sep 2023CN¥7.4tCN¥2.6tCN¥230.0b33.1x32.4x2.8x
Wed, 09 Aug 2023CN¥7.8tCN¥2.6tCN¥238.7b35.7x32.8x3x
Fri, 07 Jul 2023CN¥7.3tCN¥2.6tCN¥235.0b35.8x31x2.8x
Sun, 04 Jun 2023CN¥7.4tCN¥2.6tCN¥235.1b36.1x31.5x2.8x
Tue, 02 May 2023CN¥7.9tCN¥2.6tCN¥228.6b37.9x34.5x3x
Thu, 30 Mar 2023CN¥8.2tCN¥2.4tCN¥184.2b40.1x44.7x3.4x
Sat, 25 Feb 2023CN¥8.6tCN¥2.5tCN¥200.5b41.8x43.1x3.4x
Mon, 23 Jan 2023CN¥8.7tCN¥2.5tCN¥200.7b38.8x43.1x3.4x
Wed, 21 Dec 2022CN¥8.0tCN¥2.5tCN¥200.8b37.6x40x3.2x
Fri, 18 Nov 2022CN¥7.6tCN¥2.5tCN¥200.7b37.2x38x3x
Sun, 16 Oct 2022CN¥8.0tCN¥2.4tCN¥153.9b37.3x51.9x3.3x
Tue, 13 Sep 2022CN¥8.2tCN¥2.4tCN¥153.1b38.8x53.6x3.4x
Thu, 11 Aug 2022CN¥8.3tCN¥2.3tCN¥147.8b39.8x56x3.5x
Sat, 09 Jul 2022CN¥9.0tCN¥2.3tCN¥140.6b43.1x63.8x3.9x
Mon, 06 Jun 2022CN¥8.0tCN¥2.3tCN¥140.8b38.4x56.9x3.4x
Wed, 04 May 2022CN¥7.9tCN¥2.4tCN¥124.9b36.1x63.2x3.4x
Fri, 01 Apr 2022CN¥7.9tCN¥2.3tCN¥169.2b37.8x46.5x3.4x
Sun, 27 Feb 2022CN¥8.5tCN¥2.3tCN¥168.1b39.5x50.4x3.7x
Tue, 25 Jan 2022CN¥8.9tCN¥2.3tCN¥171.3b42.5x52.1x3.9x
Thu, 23 Dec 2021CN¥9.4tCN¥2.3tCN¥170.9b43.9x54.9x4.2x
Sat, 20 Nov 2021CN¥8.9tCN¥2.2tCN¥170.3b40.9x52.4x4x
Mon, 18 Oct 2021CN¥9.2tCN¥2.2tCN¥217.3b38.7x42.3x4.2x
Wed, 15 Sep 2021CN¥8.1tCN¥2.2tCN¥217.6b37x37x3.7x
Price to Earnings Ratio

37x


Total Market Cap: CN¥8.1tTotal Earnings: CN¥217.6bTotal Revenue: CN¥2.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Staples Sector Price to Earnings3Y Average 40.3x202220232024
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 21.5x which is lower than its 3-year average PE of 40.3x.
  • The 3-year average PS ratio of 3.1x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 5.1% per year over the last three years.
  • Revenues for these companies have grown 6.1% 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-2.42%
Consumer Staples-3.02%
Tobacco1.91%
Food and Staples Retail1.38%
Food-1.99%
Household Products-2.18%
Personal Products-2.33%
Beverage-3.89%
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 92.4x.
    • Analysts are expecting annual earnings growth of 36.4%, which is higher than its past year's earnings decline of 21.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings decline of 22% per year.
  • In contrast, the Beverage industry is expected to see its earnings grow by 13% 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
603883 LBX Pharmacy ChainCN¥17.9232.7%
+CN¥3.4b
-3.6%PE14.2x
301017 ShuYu Civilian PharmacyCN¥13.5643.6%
+CN¥1.7b
-29.2%PE299.9x
000895 Henan Shuanghui Investment & DevelopmentLtdCN¥23.541.4%
+CN¥1.1b
-11.8%PE18.1x
300997 HUANLEJIA Food GroupLtdCN¥11.7015.0%
+CN¥655.2m
-14.2%PE21.7x
603235 JiangXi Tianxin PharmaceuticalCN¥26.594.5%
+CN¥497.5m
-8.0%PE23.6x
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Latest News

603883

CN¥17.92

LBX Pharmacy Chain

7D

32.7%

1Y

-3.6%

002304

CN¥75.59

Jiangsu Yanghe Distillery

7D

-7.7%

1Y

-44.7%

300997

CN¥11.70

HUANLEJIA Food GroupLtd

7D

15.0%

1Y

-14.2%

000895

CN¥23.54

Henan Shuanghui Investment & DevelopmentLtd

7D

1.4%

1Y

-11.8%

000568

CN¥110.60

Luzhou LaojiaoLtd

7D

-7.3%

1Y

-52.6%

000596

CN¥162.00

Anhui Gujing Distillery

7D

-5.8%

1Y

-42.7%

603288

CN¥35.49

Foshan Haitian Flavouring and Food

7D

-4.1%

1Y

-7.7%

603235

CN¥26.59

JiangXi Tianxin Pharmaceutical

7D

4.5%

1Y

-8.0%