Narrative Update • Jul 21

Over the last 7 days, the Soft Drinks industry has remained flat. As for the the longer term, the industry is up 20% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.
Has the U.K. Soft Drinks Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | UK£20.2b | UK£10.8b | UK£893.5m | 19.8x | 22.6x | 1.9x |
| Sat, 20 Jun 2026 | UK£18.5b | UK£11.0b | UK£906.7m | 18.4x | 20.4x | 1.7x |
| Mon, 18 May 2026 | UK£16.9b | UK£11.1b | UK£911.7m | 17.1x | 18.5x | 1.5x |
| Wed, 15 Apr 2026 | UK£18.2b | UK£11.0b | UK£908.8m | 17.8x | 20x | 1.6x |
| Fri, 13 Mar 2026 | UK£18.3b | UK£11.0b | UK£902.7m | 20.4x | 20.3x | 1.7x |
| Sun, 08 Feb 2026 | UK£17.7b | UK£10.7b | UK£880.9m | 20.4x | 20x | 1.7x |
| Tue, 06 Jan 2026 | UK£15.5b | UK£10.6b | UK£879.1m | 18.3x | 17.6x | 1.5x |
| Thu, 04 Dec 2025 | UK£15.5b | UK£10.7b | UK£886.9m | 18.9x | 17.4x | 1.4x |
| Sat, 01 Nov 2025 | UK£14.6b | UK£10.8b | UK£889.6m | 18.7x | 16.5x | 1.4x |
| Mon, 29 Sep 2025 | UK£15.3b | UK£10.7b | UK£876.3m | 21.5x | 17.5x | 1.4x |
| Wed, 27 Aug 2025 | UK£16.1b | UK£10.6b | UK£866.7m | 21.9x | 18.5x | 1.5x |
| Fri, 25 Jul 2025 | UK£17.0b | UK£10.3b | UK£796.0m | 24.7x | 21.4x | 1.6x |
| Sun, 22 Jun 2025 | UK£16.5b | UK£10.2b | UK£784.4m | 24.3x | 21x | 1.6x |
| Tue, 20 May 2025 | UK£16.6b | UK£10.0b | UK£771.8m | 23.1x | 21.6x | 1.7x |
| Thu, 17 Apr 2025 | UK£15.7b | UK£10.2b | UK£787.5m | 21.9x | 20x | 1.5x |
| Sat, 15 Mar 2025 | UK£14.4b | UK£10.0b | UK£765.8m | 23x | 18.8x | 1.4x |
| Mon, 10 Feb 2025 | UK£13.0b | UK£9.5b | UK£602.7m | 23.2x | 21.6x | 1.4x |
| Wed, 08 Jan 2025 | UK£15.2b | UK£11.4b | UK£726.7m | 25.1x | 20.9x | 1.3x |
| Fri, 06 Dec 2024 | UK£15.5b | UK£11.4b | UK£726.1m | 25.2x | 21.3x | 1.4x |
| Sun, 03 Nov 2024 | UK£15.1b | UK£11.4b | UK£736.7m | 22.5x | 20.5x | 1.3x |
| Tue, 01 Oct 2024 | UK£14.8b | UK£11.4b | UK£733.0m | 19.2x | 20.2x | 1.3x |
| Thu, 29 Aug 2024 | UK£15.6b | UK£11.5b | UK£735.3m | 22.4x | 21.2x | 1.4x |
| Sat, 27 Jul 2024 | UK£15.7b | UK£11.4b | UK£738.9m | 22.7x | 21.3x | 1.4x |
| Mon, 24 Jun 2024 | UK£14.9b | UK£11.4b | UK£739.9m | 20.6x | 20.1x | 1.3x |
| Wed, 22 May 2024 | UK£15.1b | UK£11.5b | UK£745.2m | 19.1x | 20.3x | 1.3x |
| Fri, 19 Apr 2024 | UK£13.1b | UK£11.4b | UK£741.0m | 16.6x | 17.7x | 1.2x |
| Sun, 17 Mar 2024 | UK£13.4b | UK£11.4b | UK£732.3m | 17x | 18.3x | 1.2x |
| Tue, 13 Feb 2024 | UK£12.4b | UK£11.2b | UK£734.9m | 17.4x | 16.9x | 1.1x |
| Thu, 11 Jan 2024 | UK£12.7b | UK£11.3b | UK£740.0m | 17.2x | 17.2x | 1.1x |
| Sat, 09 Dec 2023 | UK£12.6b | UK£11.2b | UK£737.7m | 16.9x | 17.1x | 1.1x |
| Mon, 06 Nov 2023 | UK£12.1b | UK£11.3b | UK£768.3m | 16.7x | 15.8x | 1.1x |
| Wed, 04 Oct 2023 | UK£12.5b | UK£11.3b | UK£768.8m | 16.1x | 16.3x | 1.1x |
| Fri, 01 Sep 2023 | UK£13.1b | UK£11.1b | UK£774.3m | 16x | 16.9x | 1.2x |
| Sun, 30 Jul 2023 | UK£13.5b | UK£10.4b | UK£575.7m | 24.4x | 23.4x | 1.3x |
23.4x
How does U.K. Soft Drinks compare with similar industries?
| GB Market | 1.95% | |
| Consumer Staples | 2.59% | |
| Beverage | 2.42% | |
| Soft Drinks | 1.66% | |
| Distillers and Wine Makers | 2.85% | |
| Brewers | 1.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CCH Coca-Cola HBC | UK£49.70 | 1.3% +UK£240.5m | 24.9% | PE22.6x | |
| FEVR Fevertree Drinks | UK£8.50 | 6.4% +UK£59.0m | -10.2% | PE43.1x | |
| BAG A.G. BARR | UK£6.55 | 2.5% +UK£17.8m | -7.7% | PE15.4x | |
| NICL Nichols | UK£9.98 | 3.5% +UK£12.4m | -29.2% | PE17x |