Narrative Update • May 22

Over the last 7 days, the Consumer Staples industry has risen 5.0%, driven by gains from L'Oréal of 7.6%. Meanwhile, Carrefour actually underperformed within the industry, shrinking 7.0% in the last week. Despite this gain, the industry's performance has been flat over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 29 May 2026 | €285.3b | €194.8b | €10.4b | 15.4x | 27.5x | 1.5x |
| Sun, 26 Apr 2026 | €284.2b | €194.9b | €10.4b | 13.4x | 27.3x | 1.5x |
| Tue, 24 Mar 2026 | €264.8b | €194.8b | €10.4b | 12.6x | 25.4x | 1.4x |
| Thu, 19 Feb 2026 | €298.9b | €200.5b | €10.0b | 16.4x | 29.8x | 1.5x |
| Sat, 17 Jan 2026 | €293.2b | €200.3b | €10.0b | 16.9x | 29.3x | 1.5x |
| Mon, 15 Dec 2025 | €286.2b | €200.3b | €10.0b | 16.1x | 28.6x | 1.4x |
| Wed, 12 Nov 2025 | €283.1b | €199.9b | €10.0b | 16.3x | 28.2x | 1.4x |
| Fri, 10 Oct 2025 | €291.8b | €199.9b | €10.1b | 14.6x | 29x | 1.5x |
| Sun, 07 Sep 2025 | €307.9b | €200.0b | €10.0b | 16.1x | 30.9x | 1.5x |
| Tue, 05 Aug 2025 | €293.0b | €200.2b | €9.4b | 19.4x | 31.1x | 1.5x |
| Thu, 03 Jul 2025 | €287.8b | €198.8b | €13.1b | 15.6x | 21.9x | 1.4x |
| Sat, 31 May 2025 | €294.0b | €202.5b | €13.3b | 14.9x | 22.2x | 1.5x |
| Mon, 28 Apr 2025 | €294.9b | €202.4b | €13.2b | 12.3x | 22.3x | 1.5x |
| Wed, 26 Mar 2025 | €277.2b | €202.4b | €13.2b | 11.6x | 20.9x | 1.4x |
| Fri, 21 Feb 2025 | €270.7b | €199.6b | €11.8b | 10.8x | 22.9x | 1.4x |
| Sun, 19 Jan 2025 | €275.5b | €199.2b | €12.3b | 11.1x | 22.5x | 1.4x |
| Tue, 17 Dec 2024 | €276.2b | €199.2b | €12.3b | 11.9x | 22.5x | 1.4x |
| Thu, 14 Nov 2024 | €267.3b | €199.4b | €12.3b | 10.7x | 21.7x | 1.3x |
| Sat, 12 Oct 2024 | €309.5b | €199.4b | €12.3b | 11.7x | 25.1x | 1.6x |
| Mon, 09 Sep 2024 | €302.9b | €199.4b | €12.4b | 13.8x | 24.4x | 1.5x |
| Wed, 07 Aug 2024 | €300.1b | €199.7b | €13.0b | 12.9x | 23.1x | 1.5x |
| Fri, 05 Jul 2024 | €313.1b | €189.8b | €10.9b | 16x | 28.8x | 1.6x |
| Sun, 02 Jun 2024 | €340.8b | €189.9b | €10.9b | 16.9x | 31.4x | 1.8x |
| Tue, 30 Apr 2024 | €334.1b | €190.0b | €10.9b | 16.9x | 30.7x | 1.8x |
| Thu, 28 Mar 2024 | €338.0b | €189.8b | €10.9b | 18.5x | 31.1x | 1.8x |
| Sat, 24 Feb 2024 | €347.8b | €200.5b | €8.7b | 20.9x | 40.1x | 1.7x |
| Mon, 22 Jan 2024 | €332.0b | €227.0b | €9.4b | 15.5x | 35.2x | 1.5x |
| Wed, 20 Dec 2023 | €350.6b | €227.0b | €9.4b | 16.5x | 37.1x | 1.5x |
| Fri, 17 Nov 2023 | €337.5b | €227.0b | €9.5b | 15.1x | 35.6x | 1.5x |
| Sun, 15 Oct 2023 | €310.8b | €226.9b | €9.5b | 17.6x | 32.8x | 1.4x |
| Tue, 12 Sep 2023 | €330.2b | €226.4b | €9.3b | 14.8x | 35.4x | 1.5x |
| Thu, 10 Aug 2023 | €338.6b | €260.2b | €13.1b | 15.1x | 25.9x | 1.3x |
| Sat, 08 Jul 2023 | €334.4b | €322.1b | €10.4b | 18.4x | 32.2x | 1x |
| Mon, 05 Jun 2023 | €340.4b | €322.2b | €10.4b | 14.9x | 32.6x | 1.1x |
32.6x
Which industries have driven the changes within the French Consumer Staples sector?
| FR Market | 1.56% | |
| Consumer Staples | 4.97% | |
| Personal Products | 7.55% | |
| Household Products | 6.04% | |
| Beverage | -0.11% | |
| Food | -0.57% | |
| Food and Staples Retail | -6.91% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OR L'Oréal | €382.55 | 5.8% +€11.2b | 2.7% | PE33.3x | |
| LOUP L.D.C | €122.00 | 11.5% +€437.6m | 45.2% | PE16.5x | |
| ITP Interparfums | €24.92 | 9.8% +€185.8m | -27.3% | PE16.5x | |
| LPE Laurent-Perrier | €88.40 | 6.0% +€29.3m | -7.9% | PE11.5x | |
| SAVE Savencia | €72.20 | 2.8% +€25.8m | 1.7% | PE12.5x |