Narrative Update • Jun 03

Over the last 7 days, the Beverage industry has dropped 4.7%, driven by Diageo declining 8.9%. On the other hand Chapel Down Group is actually up 9.8%. However, the industry is down 18% over the past year. 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 |
|---|---|---|---|---|---|---|
| Thu, 04 Jun 2026 | UK£50.4b | UK£27.3b | UK£2.7b | 18.5x | 18.7x | 1.8x |
| Sat, 02 May 2026 | UK£50.9b | UK£27.2b | UK£2.7b | 19x | 18.9x | 1.9x |
| Mon, 30 Mar 2026 | UK£49.1b | UK£27.6b | UK£2.7b | 17.1x | 17.9x | 1.8x |
| Wed, 25 Feb 2026 | UK£61.9b | UK£27.7b | UK£2.7b | 21.2x | 23.2x | 2.2x |
| Fri, 23 Jan 2026 | UK£54.7b | UK£27.4b | UK£2.6b | 21.1x | 20.7x | 2x |
| Sun, 21 Dec 2025 | UK£54.1b | UK£27.6b | UK£2.7b | 19.9x | 20.3x | 2x |
| Tue, 18 Nov 2025 | UK£55.4b | UK£27.9b | UK£2.7b | 21.5x | 20.6x | 2x |
| Thu, 16 Oct 2025 | UK£54.7b | UK£27.5b | UK£2.6b | 22.5x | 20.7x | 2x |
| Sat, 13 Sep 2025 | UK£58.1b | UK£27.3b | UK£2.6b | 23.4x | 22.2x | 2.1x |
| Mon, 11 Aug 2025 | UK£61.9b | UK£27.4b | UK£2.6b | 24.4x | 23.5x | 2.3x |
| Wed, 09 Jul 2025 | UK£60.5b | UK£26.8b | UK£3.4b | 20.1x | 17.6x | 2.3x |
| Fri, 06 Jun 2025 | UK£60.8b | UK£26.6b | UK£3.4b | 20.5x | 17.7x | 2.3x |
| Sun, 04 May 2025 | UK£64.1b | UK£27.0b | UK£3.4b | 19.7x | 19x | 2.4x |
| Tue, 01 Apr 2025 | UK£60.3b | UK£27.3b | UK£3.4b | 17.8x | 17.5x | 2.2x |
| Thu, 27 Feb 2025 | UK£63.6b | UK£27.4b | UK£3.5b | 18.8x | 18.3x | 2.3x |
| Sat, 25 Jan 2025 | UK£68.4b | UK£27.5b | UK£3.6b | 18.5x | 19x | 2.5x |
| Mon, 23 Dec 2024 | UK£71.4b | UK£29.2b | UK£3.7b | 18.7x | 19.3x | 2.4x |
| Wed, 20 Nov 2024 | UK£68.4b | UK£29.1b | UK£3.7b | 18.9x | 18.6x | 2.4x |
| Fri, 18 Oct 2024 | UK£75.0b | UK£28.6b | UK£3.6b | 19.8x | 20.8x | 2.6x |
| Sun, 15 Sep 2024 | UK£71.1b | UK£28.6b | UK£3.6b | 20.3x | 19.8x | 2.5x |
| Tue, 13 Aug 2024 | UK£70.5b | UK£29.2b | UK£3.7b | 21.9x | 19.2x | 2.4x |
| Thu, 11 Jul 2024 | UK£71.7b | UK£29.9b | UK£3.9b | 20.7x | 18.2x | 2.4x |
| Sat, 08 Jun 2024 | UK£74.8b | UK£30.1b | UK£4.1b | 19.4x | 18.3x | 2.5x |
| Mon, 06 May 2024 | UK£75.6b | UK£30.4b | UK£4.1b | 18.4x | 18.2x | 2.5x |
| Wed, 03 Apr 2024 | UK£80.0b | UK£30.3b | UK£4.1b | 19.3x | 19.3x | 2.6x |
| Fri, 01 Mar 2024 | UK£80.4b | UK£30.2b | UK£4.1b | 24.2x | 19.6x | 2.7x |
| Sun, 28 Jan 2024 | UK£77.5b | UK£30.0b | UK£4.5b | 25.4x | 17.3x | 2.6x |
| Tue, 26 Dec 2023 | UK£77.2b | UK£30.2b | UK£4.5b | 25x | 17.2x | 2.6x |
| Thu, 23 Nov 2023 | UK£76.6b | UK£30.2b | UK£4.5b | 23.1x | 17x | 2.5x |
| Sat, 21 Oct 2023 | UK£82.3b | UK£30.2b | UK£4.5b | 18.6x | 18.2x | 2.7x |
| Mon, 18 Sep 2023 | UK£85.0b | UK£30.0b | UK£4.5b | 19x | 18.8x | 2.8x |
| Wed, 16 Aug 2023 | UK£88.9b | UK£30.0b | UK£4.5b | 17.4x | 19.6x | 3x |
| Fri, 14 Jul 2023 | UK£89.3b | UK£29.0b | UK£4.2b | 20.9x | 21.3x | 3.1x |
| Sun, 11 Jun 2023 | UK£88.8b | UK£29.0b | UK£4.2b | 22.5x | 21.2x | 3.1x |
21.2x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | -1.54% | |
| Consumer Staples | -5.18% | |
| Beverage | -7.17% | |
| Brewers | 0% | 0 |
| Soft Drinks | -3.76% | |
| Distillers and Wine Makers | -8.86% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CDGP Chapel Down Group | UK£0.45 | 9.8% +UK£6.9m | 5.9% | PE335.6x | |
| NICL Nichols | UK£9.42 | 0.4% +UK£1.5m | -32.7% | PE16.1x |