Narrative Update • Jul 06

In the last week, Food and Staples Retail has been flat. Unfortunately though, the industry is down 17% over the past 12 months. Earnings are forecast to grow by 51% annually.
Has the German Food and Staples Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | €4.7b | €44.0b | -€312,331,000.00 | 19.8x | -15x | 0.1x |
| Sat, 27 Jun 2026 | €4.6b | €43.8b | -€355,331,000.00 | 19.7x | -13x | 0.1x |
| Mon, 25 May 2026 | €4.3b | €43.8b | -€355,331,000.00 | 20.3x | -12.2x | 0.1x |
| Wed, 22 Apr 2026 | €4.3b | €43.7b | -€329,219,000.00 | 21.4x | -13x | 0.1x |
| Fri, 20 Mar 2026 | €3.9b | €43.7b | -€328,272,000.00 | 17.8x | -11.7x | 0.09x |
| Sun, 15 Feb 2026 | €4.5b | €43.8b | -€421,058,000.00 | 17.8x | -10.8x | 0.1x |
| Tue, 13 Jan 2026 | €4.5b | €43.6b | -€428,058,000.00 | 18.7x | -10.6x | 0.1x |
| Thu, 11 Dec 2025 | €4.4b | €43.6b | -€428,058,000.00 | 17.8x | -10.2x | 0.1x |
| Sat, 08 Nov 2025 | €4.4b | €43.2b | -€403,020,000.00 | 17.2x | -10.8x | 0.1x |
| Mon, 06 Oct 2025 | €4.9b | €43.3b | -€386,890,000.00 | 18x | -12.7x | 0.1x |
| Wed, 03 Sep 2025 | €5.0b | €43.3b | -€386,890,000.00 | 19.6x | -12.8x | 0.1x |
| Fri, 01 Aug 2025 | €5.6b | €43.5b | -€389,665,000.00 | 16.3x | -14.5x | 0.1x |
| Sun, 29 Jun 2025 | €5.3b | €43.0b | -€345,285,000.00 | 16.4x | -15.4x | 0.1x |
| Tue, 27 May 2025 | €6.6b | €43.0b | -€345,285,000.00 | 17.8x | -19x | 0.2x |
| Thu, 24 Apr 2025 | €6.0b | €42.8b | -€342,485,000.00 | 18.4x | -17.6x | 0.1x |
| Sat, 22 Mar 2025 | €6.0b | €42.8b | -€342,485,000.00 | 18.7x | -17.7x | 0.1x |
| Mon, 17 Feb 2025 | €6.6b | €42.7b | -€304,090,000.00 | 17.5x | -21.8x | 0.2x |
| Wed, 15 Jan 2025 | €6.1b | €42.2b | -€249,090,000.00 | 18.2x | -24.3x | 0.1x |
| Fri, 13 Dec 2024 | €7.0b | €42.2b | -€249,090,000.00 | 18.6x | -28.2x | 0.2x |
| Sun, 10 Nov 2024 | €7.1b | €42.1b | -€332,058,000.00 | 27.3x | -21.2x | 0.2x |
| Tue, 08 Oct 2024 | €6.4b | €42.0b | -€294,427,000.00 | 30.4x | -21.7x | 0.2x |
| Thu, 05 Sep 2024 | €5.6b | €42.0b | -€294,427,000.00 | 31.2x | -19x | 0.1x |
| Sat, 03 Aug 2024 | €5.4b | €41.6b | -€76,840,000.00 | 26x | -69.7x | 0.1x |
| Mon, 01 Jul 2024 | €4.9b | €41.5b | -€77,131,000.00 | 26.3x | -63.8x | 0.1x |
| Wed, 29 May 2024 | €5.4b | €41.5b | -€77,131,000.00 | 28.1x | -70.5x | 0.1x |
| Fri, 26 Apr 2024 | €6.0b | €41.5b | €10.4m | 33.5x | 572.9x | 0.1x |
| Sun, 24 Mar 2024 | €6.1b | €41.2b | €71.5m | 29.1x | 85.3x | 0.1x |
| Tue, 20 Feb 2024 | €6.8b | €41.1b | €96.3m | 30.7x | 71x | 0.2x |
| Thu, 18 Jan 2024 | €6.9b | €41.0b | €488.3m | 17.9x | 14.2x | 0.2x |
| Sat, 16 Dec 2023 | €7.5b | €41.0b | €488.3m | 17.8x | 15.4x | 0.2x |
| Mon, 13 Nov 2023 | €8.0b | €41.1b | €683.3m | 19.8x | 11.8x | 0.2x |
| Wed, 11 Oct 2023 | €9.4b | €41.0b | €680.8m | 14.1x | 13.9x | 0.2x |
| Fri, 08 Sep 2023 | €10.1b | €41.0b | €668.1m | 15.2x | 15.2x | 0.2x |
| Sun, 06 Aug 2023 | €9.8b | €41.3b | €203.4m | 15.8x | 48.3x | 0.2x |
48.3x
Which industries have driven the changes within the German Consumer Staples industry?
| DE Market | 1.49% | |
| Consumer Staples | 2.06% | |
| Food and Staples Retail | -0.99% | |
| Food Distributors | 0% | 0 |
| Drug Retail | -1.38% | |
| Food Retail | -3.72% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RDC Redcare Pharmacy | €69.30 | 1.8% +€56.5m | -29.6% | PS0.5x | |
| HFG HelloFresh | €3.69 | 3.7% +€18.7m | -59.7% | PS0.08x | |
| MSH WASGAU Produktions & Handels | €9.00 | 5.9% +€3.3m | 2.9% | PE25.2x |