Narrative Update • Jul 11

In the last week, the Consumer Staples industry is flat overall, with L.D.C standing out by going down 6.3%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 8.9% per annum.
Has the French Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | €289.5b | €195.3b | €10.4b | 13.2x | 27.7x | 1.5x |
| Thu, 11 Jun 2026 | €287.1b | €194.8b | €10.4b | 14.9x | 27.7x | 1.5x |
| Sat, 09 May 2026 | €273.6b | €194.8b | €10.4b | 12.4x | 26.3x | 1.4x |
| Mon, 06 Apr 2026 | €273.5b | €194.8b | €10.4b | 14.5x | 26.3x | 1.4x |
| Wed, 04 Mar 2026 | €279.2b | €195.0b | €10.4b | 13.3x | 26.7x | 1.4x |
| Fri, 30 Jan 2026 | €288.8b | €200.3b | €10.0b | 16.6x | 28.8x | 1.4x |
| Sun, 28 Dec 2025 | €282.1b | €200.3b | €10.0b | 16.1x | 28.2x | 1.4x |
| Tue, 25 Nov 2025 | €284.1b | €199.9b | €10.0b | 15.4x | 28.4x | 1.4x |
| Thu, 23 Oct 2025 | €293.0b | €199.9b | €10.1b | 14.9x | 29.1x | 1.5x |
| Sat, 20 Sep 2025 | €287.2b | €200.0b | €9.9b | 17.2x | 28.9x | 1.4x |
| Mon, 18 Aug 2025 | €301.9b | €200.2b | €9.4b | 18.5x | 32x | 1.5x |
| Wed, 16 Jul 2025 | €284.8b | €198.8b | €13.1b | 15.7x | 21.7x | 1.4x |
| Fri, 13 Jun 2025 | €294.4b | €202.4b | €13.3b | 16.3x | 22.2x | 1.5x |
| Sun, 11 May 2025 | €300.0b | €202.4b | €13.2b | 17.4x | 22.7x | 1.5x |
| Tue, 08 Apr 2025 | €267.4b | €202.5b | €13.2b | 11.4x | 20.2x | 1.3x |
| Thu, 06 Mar 2025 | €288.3b | €202.3b | €13.2b | 11.9x | 21.8x | 1.4x |
| Sat, 01 Feb 2025 | €286.1b | €199.2b | €12.3b | 11.6x | 23.3x | 1.4x |
| Mon, 30 Dec 2024 | €276.8b | €199.2b | €12.3b | 11.5x | 22.6x | 1.4x |
| Wed, 27 Nov 2024 | €268.9b | €199.4b | €12.3b | 10.5x | 21.8x | 1.3x |
| Fri, 25 Oct 2024 | €289.5b | €199.4b | €12.3b | 11.3x | 23.5x | 1.5x |
| Sun, 22 Sep 2024 | €297.3b | €199.4b | €12.4b | 14.1x | 23.9x | 1.5x |
| Tue, 20 Aug 2024 | €301.9b | €199.7b | €13.0b | 13.2x | 23.3x | 1.5x |
| Thu, 18 Jul 2024 | €309.5b | €189.8b | €10.9b | 15.6x | 28.4x | 1.6x |
| Sat, 15 Jun 2024 | €331.3b | €189.8b | €10.9b | 16.3x | 30.5x | 1.7x |
| Mon, 13 May 2024 | €346.2b | €189.9b | €10.8b | 17.7x | 31.9x | 1.8x |
| Wed, 10 Apr 2024 | €322.8b | €190.0b | €10.9b | 15.5x | 29.6x | 1.7x |
| Fri, 08 Mar 2024 | €341.4b | €190.2b | €10.8b | 18.6x | 31.5x | 1.8x |
| Sun, 04 Feb 2024 | €346.6b | €227.0b | €9.4b | 16.3x | 36.8x | 1.5x |
| Tue, 02 Jan 2024 | €350.7b | €227.0b | €9.4b | 16.7x | 37.1x | 1.5x |
| Thu, 30 Nov 2023 | €339.9b | €227.0b | €9.5b | 16.3x | 35.8x | 1.5x |
| Sat, 28 Oct 2023 | €316.2b | €226.9b | €9.5b | 18.1x | 33.4x | 1.4x |
| Mon, 25 Sep 2023 | €321.5b | €226.8b | €9.3b | 14.8x | 34.4x | 1.4x |
| Wed, 23 Aug 2023 | €330.0b | €226.1b | €9.5b | 15x | 34.8x | 1.5x |
| Fri, 21 Jul 2023 | €336.0b | €322.6b | €10.4b | 18x | 32.2x | 1x |
32.2x
Which industries have driven the changes within the French Consumer Staples sector?
| FR Market | -1.54% | |
| Consumer Staples | 0.75% | |
| Food and Staples Retail | 3.42% | |
| Beverage | 2.48% | |
| Personal Products | 0.80% | |
| Food | -0.63% | |
| Household Products | -0.77% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OR L'Oréal | €381.80 | 1.0% +€2.0b | 2.3% | PE33.3x | |
| CA Carrefour | €16.62 | 4.4% +€490.8m | 35.5% | PE12x | |
| RI Pernod Ricard | €64.22 | 2.8% +€442.9m | -31.4% | PE11.5x | |
| RCO Rémy Cointreau | €44.06 | 3.4% +€76.5m | -17.5% | PE29.3x | |
| ITP Interparfums | €25.78 | 1.5% +€32.6m | -21.8% | PE17.9x |