Narrative Update • Jul 11

The Beverage industry has stayed flat over the last week. Unfortunately though, the industry is down 30% over the past 12 months. As for the next few years, earnings are expected to grow by 6.8% per annum.
Has the French Beverage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | €19.6b | €12.2b | €1.6b | 28.9x | 12.6x | 1.6x |
| Tue, 09 Jun 2026 | €19.1b | €12.2b | €1.6b | 28.4x | 12.2x | 1.6x |
| Thu, 07 May 2026 | €20.0b | €12.3b | €1.6b | 23.7x | 12.7x | 1.6x |
| Sat, 04 Apr 2026 | €19.0b | €12.3b | €1.6b | 21.1x | 12x | 1.5x |
| Mon, 02 Mar 2026 | €23.1b | €12.3b | €1.6b | 23.6x | 14.6x | 1.9x |
| Wed, 28 Jan 2026 | €21.6b | €13.2b | €1.8b | 21.9x | 12x | 1.6x |
| Fri, 26 Dec 2025 | €21.6b | €13.2b | €1.8b | 20.6x | 12.2x | 1.6x |
| Sun, 23 Nov 2025 | €23.9b | €13.3b | €1.8b | 17.7x | 13.2x | 1.8x |
| Tue, 21 Oct 2025 | €26.4b | €13.3b | €1.8b | 17.5x | 14.4x | 2x |
| Thu, 18 Sep 2025 | €26.4b | €13.3b | €1.8b | 16.9x | 14.3x | 2x |
| Sat, 16 Aug 2025 | €28.9b | €13.5b | €1.3b | 23x | 22.1x | 2.1x |
| Mon, 14 Jul 2025 | €28.1b | €13.5b | €1.3b | 22.7x | 21.5x | 2.1x |
| Wed, 11 Jun 2025 | €26.9b | €13.5b | €1.3b | 21.1x | 20.5x | 2x |
| Fri, 09 May 2025 | €28.2b | €13.6b | €1.3b | 22.2x | 21x | 2.1x |
| Sun, 06 Apr 2025 | €25.7b | €13.6b | €1.3b | 16.7x | 19.2x | 1.9x |
| Tue, 04 Mar 2025 | €30.1b | €13.6b | €1.3b | 18.4x | 22.4x | 2.2x |
| Thu, 30 Jan 2025 | €31.6b | €14.0b | €1.7b | 18x | 18.4x | 2.3x |
| Sat, 28 Dec 2024 | €32.0b | €14.0b | €1.7b | 18.6x | 18.6x | 2.3x |
| Mon, 25 Nov 2024 | €31.1b | €14.2b | €1.8b | 16.9x | 17.7x | 2.2x |
| Wed, 23 Oct 2024 | €36.5b | €14.2b | €1.8b | 19.3x | 20.8x | 2.6x |
| Fri, 20 Sep 2024 | €37.1b | €14.2b | €1.8b | 19.7x | 21.2x | 2.6x |
| Sun, 18 Aug 2024 | €35.9b | €14.2b | €2.3b | 17.3x | 15.5x | 2.5x |
| Tue, 16 Jul 2024 | €37.2b | €14.2b | €2.3b | 18.2x | 16x | 2.6x |
| Thu, 13 Jun 2024 | €39.9b | €14.2b | €2.3b | 19.6x | 17.2x | 2.8x |
| Sat, 11 May 2024 | €44.3b | €14.3b | €2.3b | 20.7x | 19.1x | 3.1x |
| Mon, 08 Apr 2024 | €41.8b | €14.3b | €2.3b | 15.5x | 17.9x | 2.9x |
| Wed, 06 Mar 2024 | €45.5b | €14.4b | €2.3b | 16x | 19.5x | 3.2x |
| Fri, 02 Feb 2024 | €45.6b | €14.9b | €2.6b | 15.4x | 17.8x | 3.1x |
| Sun, 31 Dec 2023 | €48.3b | €14.9b | €2.6b | 15.8x | 18.9x | 3.2x |
| Tue, 28 Nov 2023 | €48.8b | €15.1b | €2.7b | 15.8x | 18.3x | 3.2x |
| Thu, 26 Oct 2023 | €51.2b | €15.1b | €2.7b | 16.1x | 19.2x | 3.4x |
| Sat, 23 Sep 2023 | €50.7b | €15.1b | €2.7b | 16.6x | 19x | 3.4x |
| Mon, 21 Aug 2023 | €58.6b | €14.8b | €2.8b | 17.9x | 20.9x | 3.9x |
| Wed, 19 Jul 2023 | €59.7b | €14.8b | €2.8b | 18.5x | 21.3x | 4x |
21.3x
Which industries have driven the changes within the French Consumer Staples industry?
| FR Market | -1.83% | |
| Consumer Staples | -0.45% | |
| Beverage | 0.65% | |
| Distillers and Wine Makers | 0.65% | |
| Soft Drinks | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RI Pernod Ricard | €64.20 | 0.5% +€80.5m | -32.2% | PE11.5x | |
| RCO Rémy Cointreau | €43.50 | 1.6% +€35.6m | -21.3% | PE28.9x | |
| POMRY Maison Pommery & Associés | €10.90 | 6.9% +€6.2m | -13.5% | PE69.5x | |
| LPE Laurent-Perrier | €85.20 | 0.9% +€4.7m | -12.2% | PE11x | |
| MBWS Marie Brizard Wine & Spirits | €2.96 | 1.0% +€3.4m | -2.6% | PE36.2x |