Narrative Update • Jun 07

In the last week, the Beverage industry is up 2.0%, with Coca-Cola HBC up 5.8%. In contrast, the industry has lost 12% in the last 12 months. Earnings are forecast to grow by 11% annually.
Has the U.K. Beverage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | UK£52.7b | UK£27.4b | UK£2.7b | 19.6x | 19.5x | 1.9x |
| Thu, 14 May 2026 | UK£51.1b | UK£27.3b | UK£2.7b | 18.8x | 18.9x | 1.9x |
| Sat, 11 Apr 2026 | UK£51.0b | UK£27.4b | UK£2.7b | 17.9x | 18.8x | 1.9x |
| Mon, 09 Mar 2026 | UK£53.0b | UK£27.5b | UK£2.7b | 19x | 19.4x | 1.9x |
| Wed, 04 Feb 2026 | UK£55.3b | UK£27.1b | UK£2.6b | 21.5x | 21.2x | 2x |
| Fri, 02 Jan 2026 | UK£52.3b | UK£27.4b | UK£2.6b | 19.9x | 19.8x | 1.9x |
| Sun, 30 Nov 2025 | UK£55.1b | UK£27.7b | UK£2.7b | 21.2x | 20.6x | 2x |
| Tue, 28 Oct 2025 | UK£55.2b | UK£27.6b | UK£2.7b | 21.7x | 20.7x | 2x |
| Thu, 25 Sep 2025 | UK£55.4b | UK£27.5b | UK£2.6b | 22.5x | 21x | 2x |
| Sat, 23 Aug 2025 | UK£64.5b | UK£27.4b | UK£2.6b | 25x | 24.6x | 2.4x |
| Mon, 21 Jul 2025 | UK£60.7b | UK£27.1b | UK£3.5b | 20.5x | 17.4x | 2.2x |
| Wed, 18 Jun 2025 | UK£59.7b | UK£26.9b | UK£3.5b | 20x | 17.2x | 2.2x |
| Fri, 16 May 2025 | UK£65.1b | UK£26.9b | UK£3.4b | 20x | 19.3x | 2.4x |
| Sun, 13 Apr 2025 | UK£61.3b | UK£27.5b | UK£3.4b | 18.3x | 17.8x | 2.2x |
| Tue, 11 Mar 2025 | UK£63.9b | UK£27.4b | UK£3.5b | 18.4x | 18.5x | 2.3x |
| Thu, 06 Feb 2025 | UK£65.0b | UK£27.4b | UK£3.4b | 19.4x | 19.3x | 2.4x |
| Sat, 04 Jan 2025 | UK£70.3b | UK£29.4b | UK£3.7b | 19x | 18.8x | 2.4x |
| Mon, 02 Dec 2024 | UK£68.4b | UK£29.0b | UK£3.7b | 19.3x | 18.7x | 2.4x |
| Wed, 30 Oct 2024 | UK£71.6b | UK£28.6b | UK£3.6b | 19.4x | 19.9x | 2.5x |
| Fri, 27 Sep 2024 | UK£73.9b | UK£28.2b | UK£3.5b | 19.8x | 21x | 2.6x |
| Sun, 25 Aug 2024 | UK£72.4b | UK£28.6b | UK£3.6b | 23.3x | 20.3x | 2.5x |
| Tue, 23 Jul 2024 | UK£72.0b | UK£29.8b | UK£3.9b | 20.1x | 18.4x | 2.4x |
| Thu, 20 Jun 2024 | UK£72.3b | UK£30.1b | UK£4.1b | 19x | 17.7x | 2.4x |
| Sat, 18 May 2024 | UK£78.2b | UK£30.2b | UK£4.1b | 20.1x | 19x | 2.6x |
| Mon, 15 Apr 2024 | UK£75.9b | UK£30.5b | UK£4.2b | 18.9x | 18.2x | 2.5x |
| Wed, 13 Mar 2024 | UK£79.2b | UK£30.0b | UK£4.1b | 20.6x | 19.5x | 2.6x |
| Fri, 09 Feb 2024 | UK£78.5b | UK£30.0b | UK£4.1b | 25x | 19x | 2.6x |
| Sun, 07 Jan 2024 | UK£75.4b | UK£30.1b | UK£4.5b | 25.2x | 16.8x | 2.5x |
| Tue, 05 Dec 2023 | UK£76.0b | UK£30.0b | UK£4.5b | 22.9x | 17x | 2.5x |
| Thu, 02 Nov 2023 | UK£82.5b | UK£30.1b | UK£4.5b | 22.9x | 18.3x | 2.7x |
| Sat, 30 Sep 2023 | UK£82.0b | UK£30.1b | UK£4.5b | 18.3x | 18.1x | 2.7x |
| Mon, 28 Aug 2023 | UK£87.2b | UK£30.0b | UK£4.5b | 17.6x | 19.2x | 2.9x |
| Wed, 26 Jul 2023 | UK£92.1b | UK£29.1b | UK£4.2b | 21.7x | 22x | 3.2x |
| Fri, 23 Jun 2023 | UK£88.9b | UK£29.1b | UK£4.2b | 20.9x | 21.2x | 3.1x |
21.2x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | 0.74% | |
| Consumer Staples | 2.63% | |
| Beverage | 1.95% | |
| Soft Drinks | 5.98% | |
| Distillers and Wine Makers | -0.14% | |
| Brewers | -2.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CCH Coca-Cola HBC | UK£45.90 | 5.8% +UK£918.5m | 17.2% | PE20.6x | |
| FEVR Fevertree Drinks | UK£8.36 | 10.1% +UK£87.6m | -6.8% | PE42.3x | |
| BAG A.G. BARR | UK£6.45 | 4.9% +UK£33.3m | -4.4% | PE15.2x | |
| NICL Nichols | UK£9.96 | 5.7% +UK£19.7m | -29.1% | PE17x |