Narrative Update • Jul 30

Over the last 7 days, the Consumer Staples industry has dropped 2.1%, driven by a pullback from Carlsberg of 2.1%. On the other hand Aktieselskabet Schouw is actually up 10%. In the past year, the industry has gained 14%. Looking forward, earnings are forecast to grow by 13% annually.
Has the Danish Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 14 Aug 2026 | DKK 194.0b | DKK 170.3b | DKK 10.2b | 19.2x | 19.1x | 1.1x |
| Sun, 12 Jul 2026 | DKK 194.4b | DKK 170.4b | DKK 10.2b | 18.6x | 19.1x | 1.1x |
| Tue, 09 Jun 2026 | DKK 178.8b | DKK 170.3b | DKK 10.2b | 17.5x | 17.6x | 1x |
| Thu, 07 May 2026 | DKK 174.2b | DKK 153.7b | DKK 9.8b | 15x | 17.7x | 1.1x |
| Sat, 04 Apr 2026 | DKK 170.8b | DKK 153.9b | DKK 9.7b | 16.1x | 17.5x | 1.1x |
| Mon, 02 Mar 2026 | DKK 196.7b | DKK 154.1b | DKK 10.1b | 16.7x | 19.5x | 1.3x |
| Wed, 28 Jan 2026 | DKK 180.5b | DKK 146.6b | DKK 10.4b | 17x | 17.3x | 1.2x |
| Fri, 26 Dec 2025 | DKK 175.6b | DKK 146.7b | DKK 10.4b | 16.8x | 16.8x | 1.2x |
| Sun, 23 Nov 2025 | DKK 168.4b | DKK 146.6b | DKK 10.4b | 15.6x | 16.2x | 1.1x |
| Tue, 21 Oct 2025 | DKK 166.9b | DKK 146.8b | DKK 10.5b | 15.7x | 15.8x | 1.1x |
| Thu, 18 Sep 2025 | DKK 161.4b | DKK 146.8b | DKK 10.5b | 15.2x | 15.3x | 1.1x |
| Sat, 16 Aug 2025 | DKK 158.3b | DKK 146.4b | DKK 10.5b | 14.7x | 15.1x | 1.1x |
| Mon, 14 Jul 2025 | DKK 179.0b | DKK 139.5b | DKK 10.7b | 16.4x | 16.8x | 1.3x |
| Wed, 11 Jun 2025 | DKK 185.1b | DKK 139.6b | DKK 10.7b | 16.4x | 17.3x | 1.3x |
| Fri, 09 May 2025 | DKK 180.9b | DKK 139.5b | DKK 10.8b | 17.4x | 16.8x | 1.3x |
| Sun, 06 Apr 2025 | DKK 176.5b | DKK 139.6b | DKK 10.8b | 16.6x | 16.3x | 1.3x |
| Tue, 04 Mar 2025 | DKK 182.5b | DKK 139.8b | DKK 10.9b | 17.2x | 16.8x | 1.3x |
| Thu, 30 Jan 2025 | DKK 158.0b | DKK 139.1b | DKK 11.4b | 13.2x | 13.8x | 1.1x |
| Sat, 28 Dec 2024 | DKK 153.0b | DKK 139.1b | DKK 11.4b | 13.1x | 13.4x | 1.1x |
| Mon, 25 Nov 2024 | DKK 159.1b | DKK 139.1b | DKK 11.4b | 13.5x | 13.9x | 1.1x |
| Wed, 23 Oct 2024 | DKK 170.6b | DKK 138.9b | DKK 10.8b | 13.2x | 15.7x | 1.2x |
| Fri, 20 Sep 2024 | DKK 175.7b | DKK 138.8b | DKK 10.8b | 15.3x | 16.2x | 1.3x |
| Sun, 18 Aug 2024 | DKK 168.2b | DKK 138.5b | DKK 10.7b | 15.1x | 15.7x | 1.2x |
| Tue, 16 Jul 2024 | DKK 177.1b | DKK 137.5b | DKK 10.9b | 14.4x | 16.2x | 1.3x |
| Thu, 13 Jun 2024 | DKK 190.6b | DKK 137.5b | DKK 11.0b | 16.6x | 17.4x | 1.4x |
| Sat, 11 May 2024 | DKK 192.4b | DKK 137.6b | DKK 11.0b | 13.6x | 17.5x | 1.4x |
| Mon, 08 Apr 2024 | DKK 184.0b | DKK 137.7b | DKK 11.1b | 13.2x | 16.6x | 1.3x |
| Wed, 06 Mar 2024 | DKK 184.2b | DKK 137.6b | DKK 11.3b | 13.1x | 16.4x | 1.3x |
| Fri, 02 Feb 2024 | DKK 184.5b | DKK 136.8b | DKK 11.2b | 14.6x | 16.5x | 1.3x |
| Sun, 31 Dec 2023 | DKK 175.4b | DKK 136.8b | DKK 11.2b | 14.5x | 15.7x | 1.3x |
| Tue, 28 Nov 2023 | DKK 171.7b | DKK 136.8b | DKK 11.2b | 13.3x | 15.4x | 1.3x |
| Thu, 26 Oct 2023 | DKK 176.2b | DKK 135.8b | DKK 11.2b | 12.4x | 15.7x | 1.3x |
| Sat, 23 Sep 2023 | DKK 192.4b | DKK 135.7b | DKK 11.2b | 12.6x | 17.2x | 1.4x |
| Mon, 21 Aug 2023 | DKK 207.2b | DKK 135.3b | DKK 11.6b | 12.7x | 17.9x | 1.5x |
17.9x
Which industries have driven the changes within the Danish Consumer Staples sector?
| DK Market | 2.80% | |
| Consumer Staples | -2.06% | |
| Food | 6.07% | |
| Tobacco | -1.26% | |
| Beverage | -4.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCHO Aktieselskabet Schouw | DKK 680.00 | 9.9% +DKK 1.4b | 18.3% | PE21.9x | |
| BIOMAR BioMar Group | DKK 123.00 | 9.8% +DKK 1.1b | n/a | PE17.5x | |
| UIE UIE | DKK 373.50 | 1.6% +DKK 183.8m | 28.8% | PE21x | |
| FFARMS FirstFarms | DKK 68.80 | 2.4% +DKK 19.6m | -7.0% | PS2.2x | |
| HARB B Harboes Bryggeri | DKK 117.60 | 2.3% +DKK 11.0m | -12.8% | PE18.4x |