Narrative Update • Aug 18

Over the last 7 days, the Consumer Staples industry has dropped 3.6%, driven by Beiersdorf declining 3.5%. In contrast, Südzucker has gained 6.4%. Overall the industry is down 7.5% in 12 months. Looking forward, earnings are forecast to grow by 12% annually.
Has the German Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 19 Aug 2026 | €57.4b | €87.3b | €2.5b | 17.7x | 23.2x | 0.7x |
| Fri, 17 Jul 2026 | €58.5b | €86.9b | €2.5b | 18.4x | 23.2x | 0.7x |
| Sun, 14 Jun 2026 | €53.4b | €86.9b | €2.5b | 16.8x | 21.5x | 0.6x |
| Tue, 12 May 2026 | €51.3b | €87.2b | €2.7b | 17.1x | 18.9x | 0.6x |
| Thu, 09 Apr 2026 | €53.7b | €87.1b | €2.7b | 17.2x | 19.5x | 0.6x |
| Sat, 07 Mar 2026 | €57.8b | €88.0b | €2.7b | 14.8x | 21.3x | 0.7x |
| Mon, 02 Feb 2026 | €62.0b | €87.6b | €2.6b | 15.1x | 23.5x | 0.7x |
| Wed, 31 Dec 2025 | €58.4b | €87.9b | €2.5b | 15.1x | 23.3x | 0.7x |
| Fri, 28 Nov 2025 | €58.1b | €87.4b | €2.5b | 14.7x | 22.9x | 0.7x |
| Sun, 26 Oct 2025 | €60.0b | €87.6b | €2.5b | 16.1x | 23.8x | 0.7x |
| Tue, 23 Sep 2025 | €58.2b | €88.1b | €2.6b | 15.4x | 22.1x | 0.7x |
| Thu, 21 Aug 2025 | €63.1b | €88.1b | €2.6b | 16.2x | 24x | 0.7x |
| Sat, 19 Jul 2025 | €62.5b | €88.2b | €2.6b | 14.6x | 23.8x | 0.7x |
| Mon, 16 Jun 2025 | €63.9b | €88.6b | €2.7b | 14.8x | 23.4x | 0.7x |
| Wed, 14 May 2025 | €67.0b | €88.8b | €2.9b | 14.9x | 23.4x | 0.8x |
| Fri, 11 Apr 2025 | €64.5b | €88.8b | €2.9b | 14.3x | 22.1x | 0.7x |
| Sun, 09 Mar 2025 | €76.3b | €88.5b | €2.7b | 14.5x | 28.1x | 0.9x |
| Tue, 04 Feb 2025 | €73.6b | €87.9b | €2.6b | 15.2x | 28.1x | 0.8x |
| Thu, 02 Jan 2025 | €72.9b | €88.2b | €2.9b | 13x | 25x | 0.8x |
| Sat, 30 Nov 2024 | €71.9b | €88.1b | €2.8b | 13.3x | 25.4x | 0.8x |
| Mon, 28 Oct 2024 | €74.4b | €87.9b | €2.9b | 12.8x | 26.1x | 0.8x |
| Wed, 25 Sep 2024 | €73.6b | €88.3b | €3.0b | 14.2x | 24.7x | 0.8x |
| Fri, 23 Aug 2024 | €72.7b | €88.3b | €3.0b | 16x | 24.5x | 0.8x |
| Sun, 21 Jul 2024 | €75.2b | €87.6b | €2.7b | 18.8x | 27.7x | 0.9x |
| Tue, 18 Jun 2024 | €77.3b | €87.7b | €2.8b | 17.6x | 27.6x | 0.9x |
| Thu, 16 May 2024 | €77.0b | €87.5b | €2.9b | 22.1x | 26.7x | 0.9x |
| Sat, 13 Apr 2024 | €70.7b | €87.1b | €2.9b | 22.5x | 24x | 0.8x |
| Mon, 11 Mar 2024 | €71.1b | €87.1b | €2.9b | 23.5x | 24.2x | 0.8x |
| Wed, 07 Feb 2024 | €74.3b | €87.6b | €3.5b | 22.3x | 21.2x | 0.8x |
| Fri, 05 Jan 2024 | €75.1b | €91.9b | €3.4b | 23.4x | 22.1x | 0.8x |
| Sun, 03 Dec 2023 | €73.4b | €91.9b | €3.6b | 22.4x | 20.4x | 0.8x |
| Tue, 31 Oct 2023 | €70.6b | €91.7b | €3.6b | 20.8x | 19.7x | 0.8x |
| Thu, 28 Sep 2023 | €71.7b | €91.6b | €3.5b | 20.1x | 20.6x | 0.8x |
| Sat, 26 Aug 2023 | €74.3b | €91.5b | €3.5b | 21.1x | 21.4x | 0.8x |
21.4x
Which industries have driven the changes within the German Consumer Staples sector?
| DE Market | -0.0054% | |
| Consumer Staples | -3.58% | |
| Food | 1.62% | |
| Beverage | 1.58% | |
| Food and Staples Retail | -0.84% | |
| Personal Products | -3.98% | |
| Household Products | -4.95% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SZU Südzucker | €12.00 | 6.4% +€147.0m | 18.2% | PS0.3x | |
| RDC Redcare Pharmacy | €62.85 | 3.3% +€41.2m | -32.5% | PS0.4x | |
| KWS KWS SAAT SE KGaA | €72.10 | 1.5% +€36.3m | 12.0% | PE15.1x | |
| MUT Mineralbrunnen Überkingen-Teinach GmbH KGaA | €18.80 | 9.3% +€12.2m | 10.6% | PE21.9x | |
| SWA Schloss Wachenheim | €15.20 | 2.7% +€3.2m | 2.7% | PE14.4x |