Narrative Update • Jun 07

The Consumer Staples is pretty flat in the last 7 days, but Danone has stood out, gaining 4.6%. Unfortunately though, the industry is down 3.9% over the past 12 months. Looking forward, earnings are forecast to grow by 8.9% annually.
Has the French Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | €286.7b | €194.8b | €10.4b | 14.8x | 27.7x | 1.5x |
| Fri, 08 May 2026 | €281.1b | €194.8b | €10.4b | 12.4x | 27x | 1.4x |
| Sun, 05 Apr 2026 | €273.5b | €194.8b | €10.4b | 14.5x | 26.3x | 1.4x |
| Tue, 03 Mar 2026 | €300.8b | €195.0b | €10.4b | 13.8x | 28.8x | 1.5x |
| Thu, 29 Jan 2026 | €285.1b | €200.3b | €10.0b | 16.7x | 28.4x | 1.4x |
| Sat, 27 Dec 2025 | €282.1b | €200.3b | €10.0b | 16.1x | 28.2x | 1.4x |
| Mon, 24 Nov 2025 | €283.7b | €199.9b | €10.0b | 15x | 28.3x | 1.4x |
| Wed, 22 Oct 2025 | €304.9b | €199.9b | €10.1b | 14.7x | 30.3x | 1.5x |
| Fri, 19 Sep 2025 | €291.7b | €200.0b | €10.0b | 17.3x | 29.3x | 1.5x |
| Sun, 17 Aug 2025 | €301.9b | €200.2b | €9.4b | 18.5x | 32x | 1.5x |
| Tue, 15 Jul 2025 | €288.2b | €198.8b | €13.1b | 15.8x | 22x | 1.5x |
| Thu, 12 Jun 2025 | €295.4b | €202.3b | €13.2b | 19.1x | 22.4x | 1.5x |
| Sat, 10 May 2025 | €300.0b | €202.4b | €13.2b | 17.4x | 22.7x | 1.5x |
| Mon, 07 Apr 2025 | €277.5b | €202.5b | €13.2b | 11.6x | 21x | 1.4x |
| Wed, 05 Mar 2025 | €285.6b | €202.3b | €11.7b | 11.6x | 24.4x | 1.4x |
| Fri, 31 Jan 2025 | €284.2b | €199.2b | €12.3b | 11.6x | 23.2x | 1.4x |
| Sun, 29 Dec 2024 | €276.8b | €199.2b | €12.3b | 11.5x | 22.6x | 1.4x |
| Tue, 26 Nov 2024 | €270.4b | €199.4b | €12.3b | 10.5x | 21.9x | 1.4x |
| Thu, 24 Oct 2024 | €288.4b | €199.4b | €12.3b | 11.5x | 23.4x | 1.4x |
| Sat, 21 Sep 2024 | €297.3b | €199.4b | €12.4b | 14.1x | 23.9x | 1.5x |
| Mon, 19 Aug 2024 | €301.3b | €199.7b | €13.0b | 13.1x | 23.2x | 1.5x |
| Wed, 17 Jul 2024 | €306.7b | €189.8b | €10.9b | 15.5x | 28.2x | 1.6x |
| Fri, 14 Jun 2024 | €341.7b | €189.8b | €10.9b | 16.4x | 31.5x | 1.8x |
| Sun, 12 May 2024 | €346.2b | €189.9b | €10.8b | 17.7x | 31.9x | 1.8x |
| Tue, 09 Apr 2024 | €320.2b | €190.0b | €10.9b | 17.7x | 29.4x | 1.7x |
| Thu, 07 Mar 2024 | €337.7b | €190.2b | €10.8b | 18.7x | 31.1x | 1.8x |
| Sat, 03 Feb 2024 | €346.6b | €227.0b | €9.4b | 16.3x | 36.7x | 1.5x |
| Mon, 01 Jan 2024 | €350.7b | €227.0b | €9.4b | 16.7x | 37.1x | 1.5x |
| Wed, 29 Nov 2023 | €339.8b | €227.0b | €9.5b | 16.4x | 35.9x | 1.5x |
| Fri, 27 Oct 2023 | €319.7b | €226.9b | €9.5b | 18.8x | 33.8x | 1.4x |
| Sun, 24 Sep 2023 | €321.5b | €226.8b | €9.3b | 14.8x | 34.4x | 1.4x |
| Tue, 22 Aug 2023 | €331.6b | €226.1b | €9.5b | 15.2x | 35x | 1.5x |
| Thu, 20 Jul 2023 | €338.3b | €322.6b | €10.4b | 18x | 32.4x | 1x |
| Sat, 17 Jun 2023 | €343.8b | €322.2b | €10.4b | 15.7x | 33x | 1.1x |
33x
Which industries have driven the changes within the French Consumer Staples sector?
| FR Market | 0.32% | |
| Consumer Staples | 1.79% | |
| Beverage | 4.11% | |
| Food and Staples Retail | 3.48% | |
| Personal Products | 1.56% | |
| Food | 1.48% | |
| Household Products | -2.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OR L'Oréal | €384.55 | 1.5% +€3.0b | 0.6% | PE33.5x | |
| BN Danone | €65.30 | 2.0% +€806.6m | -11.3% | PE23x | |
| RI Pernod Ricard | €63.38 | 2.8% +€437.9m | -30.4% | PE11.3x | |
| CA Carrefour | €16.27 | 3.5% +€392.0m | 25.7% | PE11.8x | |
| RCO Rémy Cointreau | €44.00 | 15.7% +€313.0m | -11.4% | PE29.3x |