Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

French (CAC) Consumer Staples Sector Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies37
  • 7D-0.3%
  • 3M3.8%
  • 1Y8.4%
  • YTD6.3%

In the last week, the Consumer Staples industry is flat overall, with Pernod Ricard standing out by going down 9.4%. As for the the longer term, the industry is up 8.3% over the past 12 months. As for the next few years, earnings are expected to grow by 9.1% per annum.

Sector Valuation and Performance

Has the French Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Feb 2026€300.3b€195.0b€10.4b14.6x28.7x1.5x
Sun, 25 Jan 2026€289.2b€200.3b€10.0b17.2x28.9x1.4x
Tue, 23 Dec 2025€284.4b€200.3b€10.0b16.1x28.4x1.4x
Thu, 20 Nov 2025€276.6b€199.9b€10.0b14.8x27.6x1.4x
Sat, 18 Oct 2025€302.1b€199.9b€10.1b15.1x30x1.5x
Mon, 15 Sep 2025€294.1b€200.0b€10.0b17.3x29.6x1.5x
Wed, 13 Aug 2025€293.3b€200.2b€9.4b18.3x31.1x1.5x
Fri, 11 Jul 2025€294.1b€198.8b€13.1b15.9x22.4x1.5x
Sun, 08 Jun 2025€297.1b€202.3b€13.2b19.5x22.5x1.5x
Tue, 06 May 2025€303.7b€202.4b€13.2b18.1x22.9x1.5x
Thu, 03 Apr 2025€281.8b€202.6b€13.2b11.8x21.3x1.4x
Sat, 01 Mar 2025€278.7b€202.3b€11.7b11.6x23.8x1.4x
Mon, 27 Jan 2025€284.4b€199.2b€12.3b11.2x23.2x1.4x
Wed, 25 Dec 2024€273.2b€199.2b€12.3b11.5x22.3x1.4x
Fri, 22 Nov 2024€264.0b€199.4b€12.3b10.6x21.4x1.3x
Sun, 20 Oct 2024€297.3b€199.4b€12.3b11.6x24.1x1.5x
Tue, 17 Sep 2024€294.6b€199.4b€12.4b13.8x23.7x1.5x
Thu, 15 Aug 2024€298.3b€199.7b€13.0b13x23x1.5x
Sat, 13 Jul 2024€315.3b€189.8b€10.9b16x29x1.7x
Mon, 10 Jun 2024€342.7b€189.8b€10.9b17x31.5x1.8x
Wed, 08 May 2024€339.6b€189.9b€10.8b17.5x31.3x1.8x
Fri, 05 Apr 2024€325.4b€189.8b€10.9b17.9x29.9x1.7x
Sun, 03 Mar 2024€340.8b€190.2b€10.9b21.1x31.4x1.8x
Tue, 30 Jan 2024€346.2b€227.0b€9.4b16.2x36.7x1.5x
Thu, 28 Dec 2023€349.9b€227.0b€9.4b16.6x37.1x1.5x
Sat, 25 Nov 2023€342.0b€227.0b€9.5b16.8x36.1x1.5x
Mon, 23 Oct 2023€310.6b€226.9b€9.5b18.6x32.8x1.4x
Wed, 20 Sep 2023€324.2b€226.8b€9.3b14.7x34.7x1.4x
Fri, 18 Aug 2023€334.2b€226.1b€9.5b15.3x35.3x1.5x
Sun, 16 Jul 2023€347.2b€322.6b€10.4b18x33.2x1.1x
Tue, 13 Jun 2023€336.1b€322.2b€10.4b15.3x32.3x1x
Thu, 11 May 2023€350.4b€322.1b€10.4b14.7x33.5x1.1x
Sat, 08 Apr 2023€345.4b€318.4b€10.7b19.2x32.4x1.1x
Mon, 06 Mar 2023€324.7b€315.0b€10.7b19.1x30.4x1x
Price to Earnings Ratio

30.4x


Total Market Cap: €324.7bTotal Earnings: €10.7bTotal Revenue: €315.0bTotal Market Cap vs Earnings and Revenue0%0%0%
French Consumer Staples Sector Price to Earnings3Y Average 28.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the French 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 28.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 15% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

Which industries have driven the changes within the French Consumer Staples sector?

FR Market2.31%
Consumer Staples-0.30%
Food and Staples Retail5.47%
Household Products1.86%
Personal Products0.62%
Food-1.24%
Beverage-8.86%
Industry PE
  • Investors are most optimistic about the Personal Products industry, which is trading close to its 3-year average PE ratio of 34.3x.
    • Analysts are expecting annual earnings growth of 9.4%, which is higher than its past year's earnings growth of 8.0% per year.
  • Investors are most pessimistic about the Beverage industry, which is trading below its 3-year average of 18.6x.
Forecasted Growth
  • Analysts are most optimistic on the Food industry, expecting annual earnings growth of 10% over the next 5 years.
  • This is better than its past earnings decline of 9.9% per year.
  • In contrast, the Food and Staples Retail industry is expected to see its earnings grow by 4.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
OR L'Oréal€397.450.6%
+€1.3b		13.5%PE34.6x
CA Carrefour€16.015.5%
+€593.2m		25.1%PE11.6x
LOUP L.D.C€100.206.5%
+€211.9m		49.9%PE13.6x
SAVE Savencia€61.403.4%
+€25.9m		14.1%PE9.1x
ITP Interparfums€25.001.1%
+€23.4m		-38.3%PE15.7x

Latest News

BON
€10.20
Bonduelle
7D
-0.8%
1Y
46.3%
ITP
€25.00
Interparfums
7D
1.1%
1Y
-38.3%
BN
€72.70
Danone
7D
-1.9%
1Y
6.3%

BN: Recall Handling And Protein Nutrition Portfolio Will Support Balanced Medium Term Resilience

The updated analyst price target for Danone has moved slightly higher to about €80. Analysts attribute this to adjustments in fair value, changes in revenue growth assumptions and revised future P/E expectations, while also taking into account recent mixed rating and target changes across the Street.
RCO
€40.60
Rémy Cointreau
7D
-7.7%
1Y
-19.0%

RCO: Premium Demand Normalization Will Support Brand Portfolio Earnings Recovery

Analysts have trimmed their fair value estimate for Rémy Cointreau by about €2.60 to roughly €62, reflecting slightly higher discount rate assumptions and a modestly lower future P/E multiple after recent price target cuts of €1 each from firms including Deutsche Bank and Morgan Stanley. Analyst Commentary Even with the recent €1 reductions in price targets, some bullish analysts still see scope for upside relative to the current fair value estimate of about €62.
OR
€397.45
L'Oréal
7D
0.6%
1Y
13.5%

OR: China Skincare Bets And US Push Will Guide Balanced Outlook

The analyst fair value estimate for L'Oréal has moved from €397.58 to €402.38, with analysts pointing to a series of recent price target raises and upgrades to Buy as they factor in adjusted growth, margin and future P/E assumptions. Analyst Commentary Recent research updates show a clear shift in tone around L'Oréal, with several bullish analysts lifting price targets and ratings, while a smaller group stays more cautious on execution and valuation assumptions.
RI
€76.08
Pernod Ricard
7D
-9.4%
1Y
-24.5%

RI: Premiumization And Cost Controls Will Support Margins Despite Tougher Broker Ratings

Our updated analyst price target for Pernod Ricard has edged down to about €95 from roughly €98. This reflects analysts' reduced fair value estimates as they factor in lower price targets from recent downgrades and sector perform views, even as they model slightly better revenue growth, higher profit margins, and a lower future P/E multiple.
CA
€16.01
Carrefour
7D
5.5%
1Y
25.1%

CA: Future P/E Compression Will Likely Follow Downgrades And Profit Concerns

Analysts have reduced their Carrefour price targets by €1 and reset expectations around revenue growth, profitability and future P/E. A slightly lower discount rate feeds into a more cautious, yet still €10, fair value estimate.
MBWS
€2.65
Marie Brizard Wine & Spirits
7D
-4.3%
1Y
-21.8%
CO
€0.24
Casino Guichard-Perrachon
7D
2.7%
1Y
-70.1%
ALPOU
€6.85
Poulaillon
7D
4.6%
1Y
25.7%

Poulaillon (EPA:ALPOU) Will Pay A Dividend Of €0.08

Feb 12
Poulaillon (EPA:ALPOU) Will Pay A Dividend Of €0.08
POMRY
€10.75
Maison Pommery & Associés
7D
-1.8%
1Y
-11.2%
ALLAN
€29.20
Lanson-BCC
7D
-2.0%
1Y
-21.3%
LOUP
€100.20
L.D.C
7D
6.5%
1Y
49.9%

The Returns At L.D.C (EPA:LOUP) Aren't Growing

Jan 07
The Returns At L.D.C (EPA:LOUP) Aren't Growing
SAVE
€61.40
Savencia
7D
3.4%
1Y
14.1%

Here's What To Make Of Savencia's (EPA:SAVE) Decelerating Rates Of Return

Jan 01
Here's What To Make Of Savencia's (EPA:SAVE) Decelerating Rates Of Return
MALT
€975.00
Malteries Franco-Belges Société Anonyme
7D
4.3%
1Y
14.0%
LPE
€92.60
Laurent-Perrier
7D
-1.5%
1Y
-11.4%