Narrative Update • Jun 16

Over the last 7 days, the Food industry has dropped 1.8%, driven by Südzucker declining 4.5%. This takes the industry's 12 month performance to a gain of 6.2%. As for the next few years, earnings are expected to grow by 54% per annum.
Has the German Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | €6.0b | €11.7b | -€163,600,121.00 | 18.1x | -36.8x | 0.5x |
| Thu, 21 May 2026 | €6.5b | €11.9b | €37.4m | 18x | 173.7x | 0.5x |
| Sat, 18 Apr 2026 | €6.5b | €11.9b | €71.1m | 18.5x | 91x | 0.5x |
| Mon, 16 Mar 2026 | €5.8b | €11.9b | €69.9m | 17.9x | 83.4x | 0.5x |
| Wed, 11 Feb 2026 | €6.1b | €11.9b | €57.4m | 15.3x | 106.8x | 0.5x |
| Fri, 09 Jan 2026 | €5.8b | €12.1b | -€66,605,480.00 | 14x | -87.3x | 0.5x |
| Sun, 07 Dec 2025 | €5.8b | €12.1b | -€65,187,823.00 | 14.3x | -88.7x | 0.5x |
| Tue, 04 Nov 2025 | €5.8b | €12.1b | -€96,387,823.00 | 15.6x | -60x | 0.5x |
| Thu, 02 Oct 2025 | €5.7b | €12.6b | -€6,363,203.25 | 14.9x | -892.3x | 0.4x |
| Sat, 30 Aug 2025 | €5.9b | €12.6b | €12.1m | 14.8x | 486.6x | 0.5x |
| Mon, 28 Jul 2025 | €6.0b | €12.6b | €14.7m | 15.2x | 406.4x | 0.5x |
| Wed, 25 Jun 2025 | €5.7b | €13.1b | €122.7m | 14.7x | 46.6x | 0.4x |
| Fri, 23 May 2025 | €5.6b | €13.4b | €322.9m | 14.9x | 17.3x | 0.4x |
| Sun, 20 Apr 2025 | €5.6b | €13.4b | €300.6m | 14.3x | 18.5x | 0.4x |
| Tue, 18 Mar 2025 | €5.7b | €13.4b | €308.9m | 11.7x | 18.3x | 0.4x |
| Thu, 13 Feb 2025 | €5.4b | €13.4b | €327.3m | 12.2x | 16.6x | 0.4x |
| Sat, 11 Jan 2025 | €5.3b | €13.7b | €617.3m | 8.3x | 8.5x | 0.4x |
| Mon, 09 Dec 2024 | €5.4b | €13.7b | €617.0m | 8.2x | 8.7x | 0.4x |
| Wed, 06 Nov 2024 | €5.7b | €13.7b | €601.9m | 11.5x | 9.5x | 0.4x |
| Fri, 04 Oct 2024 | €5.9b | €13.7b | €730.7m | 11.6x | 8x | 0.4x |
| Sun, 01 Sep 2024 | €6.1b | €14.0b | €726.6m | 11.9x | 8.4x | 0.4x |
| Tue, 30 Jul 2024 | €6.0b | €14.0b | €719.2m | 11.2x | 8.3x | 0.4x |
| Thu, 27 Jun 2024 | €6.3b | €14.0b | €809.7m | 12x | 7.7x | 0.4x |
| Sat, 25 May 2024 | €6.2b | €14.1b | €798.2m | 13.7x | 7.8x | 0.4x |
| Mon, 22 Apr 2024 | €5.6b | €13.8b | €789.5m | 15.8x | 7.2x | 0.4x |
| Wed, 20 Mar 2024 | €5.5b | €13.7b | €758.4m | 15.7x | 7.3x | 0.4x |
| Fri, 16 Feb 2024 | €5.7b | €13.7b | €756.0m | 16x | 7.6x | 0.4x |
| Sun, 14 Jan 2024 | €7.4b | €18.0b | €665.3m | 14.5x | 11.1x | 0.4x |
| Tue, 12 Dec 2023 | €7.6b | €18.0b | €664.8m | 14.2x | 11.4x | 0.4x |
| Thu, 09 Nov 2023 | €7.8b | €18.0b | €674.1m | 13.8x | 11.6x | 0.4x |
| Sat, 07 Oct 2023 | €7.7b | €17.8b | €564.3m | 12.9x | 13.6x | 0.4x |
| Mon, 04 Sep 2023 | €8.1b | €17.8b | €569.6m | 12.8x | 14.2x | 0.5x |
| Wed, 02 Aug 2023 | €8.4b | €17.7b | €579.9m | 12.6x | 14.5x | 0.5x |
| Fri, 30 Jun 2023 | €8.5b | €17.5b | €495.4m | 14.8x | 17.2x | 0.5x |
17.2x
Which industries have driven the changes within the German Consumer Staples industry?
| DE Market | 0.10% | |
| Consumer Staples | 0.78% | |
| Food | -2.37% | |
| Agricultural Products | -1.35% | |
| Packaged Foods and Meats | -3.03% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SSH Südwestdeutsche Salzwerke | €64.00 | 3.2% +€21.0m | 6.7% | PE20x | |
| NLM FRoSTA | €98.80 | 0.4% +€2.7m | 8.8% | PE18.2x | |
| SMB Schwälbchen Molkerei Jakob Berz | €45.20 | 0.4% +€258.1k | -5.8% | PE17.1x | |
| GTK Tonkens Agrar | €6.55 | 0.8% +€83.0k | -8.4% | PS0.6x |