Narrative Update • Jun 07

The Food industry is up 2.6% in the last week, with Danone up 3.7%. However, the industry is down 6.0% over the past year. As for the next few years, earnings are expected to grow by 10% per annum.
Has the French Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | €48.6b | €45.0b | €2.2b | 12.6x | 22.2x | 1.1x |
| Sat, 09 May 2026 | €46.1b | €45.0b | €2.2b | 11.5x | 20.8x | 1x |
| Mon, 06 Apr 2026 | €49.6b | €45.0b | €2.2b | 12.8x | 22.5x | 1.1x |
| Wed, 04 Mar 2026 | €50.1b | €45.2b | €2.2b | 12.7x | 22.5x | 1.1x |
| Fri, 30 Jan 2026 | €47.5b | €45.3b | €2.2b | 12.4x | 21.1x | 1x |
| Sun, 28 Dec 2025 | €54.2b | €45.3b | €2.2b | 13.5x | 24.1x | 1.2x |
| Tue, 25 Nov 2025 | €54.8b | €44.8b | €2.2b | 13.9x | 24.5x | 1.2x |
| Thu, 23 Oct 2025 | €56.0b | €44.8b | €2.2b | 13.8x | 25x | 1.2x |
| Sat, 20 Sep 2025 | €52.6b | €44.9b | €2.1b | 13.3x | 25x | 1.2x |
| Mon, 18 Aug 2025 | €51.4b | €44.9b | €2.1b | 11.7x | 24.1x | 1.1x |
| Wed, 16 Jul 2025 | €49.1b | €45.0b | €2.3b | 10.2x | 21.1x | 1.1x |
| Fri, 13 Jun 2025 | €54.7b | €48.5b | €2.4b | 10.6x | 22.7x | 1.1x |
| Sun, 11 May 2025 | €55.0b | €48.5b | €2.4b | 10x | 22.9x | 1.1x |
| Tue, 08 Apr 2025 | €51.3b | €48.5b | €2.4b | 9x | 21.3x | 1.1x |
| Thu, 06 Mar 2025 | €51.6b | €48.1b | €2.4b | 9.4x | 21.6x | 1.1x |
| Sat, 01 Feb 2025 | €49.3b | €47.9b | €1.4b | 8.1x | 36x | 1x |
| Mon, 30 Dec 2024 | €47.8b | €47.9b | €1.4b | 8.5x | 34.8x | 1x |
| Wed, 27 Nov 2024 | €46.9b | €48.0b | €1.4b | 7.5x | 33.4x | 1x |
| Fri, 25 Oct 2024 | €47.9b | €48.0b | €1.4b | 7.6x | 34.1x | 1x |
| Sun, 22 Sep 2024 | €47.3b | €48.0b | €1.5b | 8.4x | 31.2x | 1x |
| Tue, 20 Aug 2024 | €45.0b | €48.2b | €1.5b | 8.1x | 30x | 0.9x |
| Thu, 18 Jul 2024 | €43.6b | €48.6b | €1.4b | 8.3x | 31.9x | 0.9x |
| Sat, 15 Jun 2024 | €43.8b | €48.5b | €1.3b | 8.5x | 32.5x | 0.9x |
| Mon, 13 May 2024 | €44.5b | €48.5b | €1.3b | 9.2x | 33.7x | 0.9x |
| Wed, 10 Apr 2024 | €43.0b | €48.6b | €1.4b | 12x | 31x | 0.9x |
| Fri, 08 Mar 2024 | €43.9b | €48.6b | €1.3b | 18.7x | 32.9x | 0.9x |
| Sun, 04 Feb 2024 | €46.8b | €51.2b | €1.9b | 15.4x | 24.8x | 0.9x |
| Tue, 02 Jan 2024 | €45.5b | €51.2b | €1.9b | 15.4x | 24.1x | 0.9x |
| Thu, 30 Nov 2023 | €45.7b | €50.9b | €1.8b | 15.1x | 25x | 0.9x |
| Sat, 28 Oct 2023 | €42.8b | €50.9b | €1.8b | 17.6x | 23.8x | 0.8x |
| Mon, 25 Sep 2023 | €41.3b | €50.8b | €1.7b | 14.5x | 24.9x | 0.8x |
| Wed, 23 Aug 2023 | €41.4b | €50.5b | €1.7b | 13.9x | 24.6x | 0.8x |
| Fri, 21 Jul 2023 | €43.7b | €49.5b | €1.3b | 15x | 33.5x | 0.9x |
| Sun, 18 Jun 2023 | €42.9b | €49.1b | €1.3b | 14.9x | 33.9x | 0.9x |
33.9x
Which industries have driven the changes within the French Consumer Staples industry?
| FR Market | 0.78% | |
| Consumer Staples | 3.52% | |
| Food | 2.63% | |
| Packaged Foods and Meats | 2.66% | |
| Agricultural Products | -0.35% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BN Danone | €66.00 | 3.7% +€1.5b | -9.9% | PE23.3x | |
| ALFLE Fleury Michon | €26.70 | 7.7% +€7.9m | 6.8% | PE13.1x | |
| LOUP L.D.C | €120.80 | 0.2% +€6.9m | 40.8% | PE16.4x | |
| SABE Saint Jean Groupe Société anonyme | €22.00 | 0.9% +€640.0k | 11.1% | PS0.6x | |
| ALODC Omer-Decugis & Cie | €8.02 | 0.8% +€509.5k | 40.7% | PE10.8x |