Narrative Update • May 22

The Beverage industry is up 3.0% in the last week, with Pernod Ricard up 3.6%. However, the industry is down 26% over the past year. As for the next few years, earnings are expected to grow by 6.5% per annum.
Has the French Beverage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | €19.9b | €12.3b | €1.6b | 23.2x | 12.6x | 1.6x |
| Sat, 25 Apr 2026 | €19.8b | €12.3b | €1.6b | 23x | 12.6x | 1.6x |
| Mon, 23 Mar 2026 | €19.2b | €12.3b | €1.6b | 20x | 12.2x | 1.6x |
| Wed, 18 Feb 2026 | €24.9b | €13.2b | €1.8b | 25.4x | 13.9x | 1.9x |
| Fri, 16 Jan 2026 | €22.5b | €13.2b | €1.8b | 23.5x | 12.5x | 1.7x |
| Sun, 14 Dec 2025 | €22.4b | €13.2b | €1.8b | 20.9x | 12.6x | 1.7x |
| Tue, 11 Nov 2025 | €24.6b | €13.3b | €1.8b | 18.5x | 13.6x | 1.9x |
| Thu, 09 Oct 2025 | €25.3b | €13.3b | €1.8b | 16.8x | 13.8x | 1.9x |
| Sat, 06 Sep 2025 | €28.3b | €13.3b | €1.8b | 18.7x | 15.4x | 2.1x |
| Mon, 04 Aug 2025 | €26.6b | €13.5b | €1.3b | 21.3x | 20.3x | 2x |
| Wed, 02 Jul 2025 | €24.9b | €13.5b | €1.3b | 19x | 19x | 1.8x |
| Fri, 30 May 2025 | €26.8b | €13.6b | €1.3b | 20.9x | 19.9x | 2x |
| Sun, 27 Apr 2025 | €27.8b | €13.6b | €1.3b | 22x | 20.7x | 2x |
| Tue, 25 Mar 2025 | €27.4b | €13.6b | €1.3b | 17.4x | 20.5x | 2x |
| Thu, 20 Feb 2025 | €28.5b | €13.6b | €1.3b | 17.9x | 21.3x | 2.1x |
| Sat, 18 Jan 2025 | €31.3b | €14.0b | €1.7b | 17.9x | 18.2x | 2.2x |
| Mon, 16 Dec 2024 | €33.4b | €14.0b | €1.7b | 19.8x | 19.4x | 2.4x |
| Wed, 13 Nov 2024 | €32.1b | €14.2b | €1.8b | 17.1x | 18.3x | 2.3x |
| Fri, 11 Oct 2024 | €36.3b | €14.2b | €1.8b | 19.3x | 20.7x | 2.6x |
| Sun, 08 Sep 2024 | €35.8b | €14.2b | €1.8b | 19.7x | 20.3x | 2.5x |
| Tue, 06 Aug 2024 | €35.9b | €14.2b | €2.3b | 17.5x | 15.4x | 2.5x |
| Thu, 04 Jul 2024 | €38.3b | €14.2b | €2.3b | 18.4x | 16.5x | 2.7x |
| Sat, 01 Jun 2024 | €40.7b | €14.3b | €2.3b | 20.3x | 17.5x | 2.8x |
| Mon, 29 Apr 2024 | €42.2b | €14.3b | €2.3b | 19.9x | 18.1x | 2.9x |
| Wed, 27 Mar 2024 | €43.9b | €14.3b | €2.3b | 16x | 18.9x | 3.1x |
| Fri, 23 Feb 2024 | €47.5b | €14.4b | €2.3b | 16.7x | 20.3x | 3.3x |
| Sun, 21 Jan 2024 | €42.5b | €14.9b | €2.6b | 15.2x | 16.6x | 2.9x |
| Tue, 19 Dec 2023 | €49.1b | €14.9b | €2.6b | 15.9x | 19.2x | 3.3x |
| Thu, 16 Nov 2023 | €50.2b | €15.1b | €2.7b | 16x | 18.9x | 3.3x |
| Sat, 14 Oct 2023 | €47.6b | €15.1b | €2.7b | 15.6x | 17.9x | 3.2x |
| Mon, 11 Sep 2023 | €53.5b | €15.1b | €2.7b | 17.3x | 20.1x | 3.5x |
| Wed, 09 Aug 2023 | €59.7b | €14.8b | €2.8b | 18.2x | 21.3x | 4x |
| Fri, 07 Jul 2023 | €59.3b | €14.8b | €2.8b | 18.7x | 21.1x | 4x |
| Sun, 04 Jun 2023 | €60.8b | €14.8b | €2.8b | 19.2x | 21.7x | 4.1x |
21.7x
Which industries have driven the changes within the French Consumer Staples industry?
| FR Market | 1.33% | |
| Consumer Staples | 4.92% | |
| Beverage | 2.99% | |
| Distillers and Wine Makers | 2.99% | |
| Soft Drinks | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RI Pernod Ricard | €64.42 | 0.1% +€20.1m | -29.5% | PE11.5x | |
| ALLAN Lanson-BCC | €26.90 | 1.5% +€2.7m | -27.1% | PE11x | |
| LPE Laurent-Perrier | €84.20 | 0.5% +€2.3m | -12.3% | PE10.9x | |
| MLCAC Lombard & Medot | €15.20 | 14.3% +€929.2k | -9.0% | n/a | |
| POMRY Maison Pommery & Associés | €9.58 | 0.8% +€710.7k | -21.8% | PE61.1x |