Narrative Update • Jun 24
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German (DAX) Consumer Staples Sector Analysis
UpdatedJul 03, 2026
DataAggregated Company Financials
Companies26
- 7D3.5%
- 3M9.0%
- 1Y-7.3%
- YTD-1.1%
Over the last 7 days, the Consumer Staples industry has risen 3.5%, driven by gains from Beiersdorf of 3.7%. During this same period, the Südwestdeutsche Salzwerke underperformed, falling 5.4%. However, the industry is down 7.3% over the past year. Looking forward, earnings are forecast to grow by 9.9% annually.
Sector Valuation and Performance
Has the German Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | €57.6b | €86.9b | €2.5b | 17.8x | 23.2x | 0.7x |
| Mon, 01 Jun 2026 | €52.2b | €87.1b | €2.5b | 16.8x | 20.8x | 0.6x |
| Wed, 29 Apr 2026 | €51.5b | €87.1b | €2.7b | 17.8x | 18.8x | 0.6x |
| Fri, 27 Mar 2026 | €53.1b | €87.1b | €2.7b | 15.6x | 19.3x | 0.6x |
| Sun, 22 Feb 2026 | €65.9b | €87.9b | €2.7b | 15.7x | 24.8x | 0.8x |
| Tue, 20 Jan 2026 | €60.3b | €87.6b | €2.6b | 14.9x | 22.8x | 0.7x |
| Thu, 18 Dec 2025 | €58.8b | €87.9b | €2.5b | 14.8x | 23.4x | 0.7x |
| Sat, 15 Nov 2025 | €58.4b | €87.5b | €2.5b | 14.6x | 23x | 0.7x |
| Mon, 13 Oct 2025 | €58.6b | €87.6b | €2.5b | 15.6x | 23.3x | 0.7x |
| Wed, 10 Sep 2025 | €61.8b | €88.1b | €2.6b | 15.4x | 23.5x | 0.7x |
| Fri, 08 Aug 2025 | €61.7b | €88.7b | €2.5b | 15x | 24.2x | 0.7x |
| Sun, 06 Jul 2025 | €62.5b | €88.6b | €2.7b | 14.6x | 22.9x | 0.7x |
| Tue, 03 Jun 2025 | €66.6b | €88.6b | €2.7b | 15x | 24.4x | 0.8x |
| Thu, 01 May 2025 | €67.3b | €88.7b | €2.9b | 14.8x | 23.5x | 0.8x |
| Sat, 29 Mar 2025 | €68.1b | €88.8b | €2.9b | 13.7x | 23.4x | 0.8x |
| Mon, 24 Feb 2025 | €73.9b | €88.3b | €2.5b | 14.8x | 29x | 0.8x |
| Wed, 22 Jan 2025 | €72.5b | €87.9b | €2.6b | 14.9x | 27.7x | 0.8x |
| Fri, 20 Dec 2024 | €72.3b | €88.2b | €2.9b | 13x | 24.8x | 0.8x |
| Sun, 17 Nov 2024 | €71.9b | €88.1b | €2.8b | 13.2x | 25.4x | 0.8x |
| Tue, 15 Oct 2024 | €75.5b | €87.9b | €2.9b | 12.7x | 26.5x | 0.9x |
| Thu, 12 Sep 2024 | €72.7b | €88.4b | €3.0b | 16.1x | 24.4x | 0.8x |
| Sat, 10 Aug 2024 | €70.8b | €88.0b | €2.7b | 16.6x | 26x | 0.8x |
| Mon, 08 Jul 2024 | €75.1b | €87.6b | €2.8b | 19.3x | 26.7x | 0.9x |
| Wed, 05 Jun 2024 | €76.9b | €87.6b | €2.8b | 20.3x | 27.5x | 0.9x |
| Fri, 03 May 2024 | €73.3b | €87.3b | €2.9b | 23.5x | 25.4x | 0.8x |
| Sun, 31 Mar 2024 | €72.6b | €87.1b | €2.9b | 22.8x | 24.7x | 0.8x |
| Tue, 27 Feb 2024 | €72.7b | €87.6b | €3.1b | 23.5x | 23.5x | 0.8x |
| Thu, 25 Jan 2024 | €73.5b | €92.1b | €3.4b | 22.4x | 21.5x | 0.8x |
| Sat, 23 Dec 2023 | €74.9b | €91.9b | €3.4b | 22.7x | 22.1x | 0.8x |
| Mon, 20 Nov 2023 | €72.2b | €91.9b | €3.6b | 21.9x | 20.1x | 0.8x |
| Wed, 18 Oct 2023 | €71.3b | €91.8b | €3.6b | 20.1x | 19.8x | 0.8x |
| Fri, 15 Sep 2023 | €74.0b | €91.5b | €3.5b | 19x | 21.3x | 0.8x |
| Sun, 13 Aug 2023 | €73.6b | €91.5b | €3.5b | 20.9x | 21.1x | 0.8x |
| Tue, 11 Jul 2023 | €72.4b | €91.1b | €2.8b | 16.3x | 25.7x | 0.8x |
Price to Earnings Ratio
25.7x
Current Industry PE
- Investors are relatively neutral on the German Consumer Staples industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 23.7x.
- The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have declined 3.2% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the German Consumer Staples sector?
| DE Market | 1.74% | |
| Consumer Staples | 3.53% | |
| Household Products | 3.86% | |
| Personal Products | 3.71% | |
| Food and Staples Retail | 2.53% | |
| Food | 2.36% | |
| Beverage | 2.15% | |
Industry PE
- Investors are most optimistic about the Beverage industry, which is trading close to its 3-year average PE ratio of 19.6x.
- Analysts are expecting annual earnings growth of 21.2%, which is higher than its past year's earnings decline of 26.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 51% over the next 5 years.
- This is better than its past earnings decline of 23% per year.
- In contrast, the Personal Products industry is expected to see its earnings grow by 3.9% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BEI Beiersdorf | €76.52 | 1.3% +€218.5m | -29.1% | PE17.8x | |
| RDC Redcare Pharmacy | €71.10 | 10.4% +€134.7m | -25.8% | PS0.5x | |
| KWS KWS SAAT SE KGaA | €70.50 | 4.0% +€89.1m | 13.3% | PE14.8x | |
| SZU Südzucker | €10.86 | 3.2% +€69.4m | -2.9% | PS0.3x | |
| HFG HelloFresh | €4.02 | 5.0% +€27.8m | -54.6% | PS0.09x |
