Narrative Update • Jun 07

Over the last 7 days, the Beverage industry has risen 3.2%, driven by gains from Coca-Cola HBC of 6.8%. However, the industry is down 13% over the past year. As for the next few years, earnings are expected to grow by 11% per annum.
Has the U.K. Beverage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 13 Jun 2026 | UK£53.0b | UK£27.3b | UK£2.7b | 19.7x | 19.6x | 1.9x |
| Mon, 11 May 2026 | UK£52.4b | UK£27.2b | UK£2.7b | 19.2x | 19.5x | 1.9x |
| Wed, 08 Apr 2026 | UK£48.8b | UK£27.7b | UK£2.7b | 17x | 17.8x | 1.8x |
| Fri, 06 Mar 2026 | UK£53.5b | UK£27.6b | UK£2.7b | 18.9x | 19.6x | 1.9x |
| Sun, 01 Feb 2026 | UK£54.3b | UK£27.1b | UK£2.6b | 21.2x | 20.8x | 2x |
| Tue, 30 Dec 2025 | UK£51.9b | UK£27.4b | UK£2.6b | 20x | 19.6x | 1.9x |
| Thu, 27 Nov 2025 | UK£54.6b | UK£27.8b | UK£2.7b | 21.1x | 20.4x | 2x |
| Sat, 25 Oct 2025 | UK£55.7b | UK£27.7b | UK£2.7b | 22.2x | 20.9x | 2x |
| Mon, 22 Sep 2025 | UK£56.6b | UK£27.5b | UK£2.6b | 23.1x | 21.5x | 2.1x |
| Wed, 20 Aug 2025 | UK£64.0b | UK£27.4b | UK£2.6b | 26.2x | 24.4x | 2.3x |
| Fri, 18 Jul 2025 | UK£60.1b | UK£27.0b | UK£3.5b | 20.3x | 17.3x | 2.2x |
| Sun, 15 Jun 2025 | UK£60.9b | UK£26.7b | UK£3.4b | 20.5x | 17.7x | 2.3x |
| Tue, 13 May 2025 | UK£65.1b | UK£27.0b | UK£3.4b | 19.4x | 19.1x | 2.4x |
| Thu, 10 Apr 2025 | UK£59.7b | UK£27.6b | UK£3.5b | 17.6x | 17.1x | 2.2x |
| Sat, 08 Mar 2025 | UK£63.7b | UK£27.3b | UK£3.4b | 18.5x | 18.5x | 2.3x |
| Mon, 03 Feb 2025 | UK£66.8b | UK£27.6b | UK£3.6b | 19x | 18.5x | 2.4x |
| Wed, 01 Jan 2025 | UK£72.2b | UK£29.2b | UK£3.7b | 18.8x | 19.5x | 2.5x |
| Fri, 29 Nov 2024 | UK£68.8b | UK£29.1b | UK£3.7b | 19.4x | 18.7x | 2.4x |
| Sun, 27 Oct 2024 | UK£73.0b | UK£28.7b | UK£3.6b | 19.5x | 20.2x | 2.5x |
| Tue, 24 Sep 2024 | UK£71.4b | UK£28.3b | UK£3.5b | 19.9x | 20.2x | 2.5x |
| Thu, 22 Aug 2024 | UK£71.4b | UK£28.8b | UK£3.6b | 23.1x | 19.9x | 2.5x |
| Sat, 20 Jul 2024 | UK£72.4b | UK£29.8b | UK£3.9b | 20.2x | 18.4x | 2.4x |
| Mon, 17 Jun 2024 | UK£72.6b | UK£30.1b | UK£4.1b | 19.2x | 17.7x | 2.4x |
| Wed, 15 May 2024 | UK£78.6b | UK£30.3b | UK£4.1b | 19.4x | 19x | 2.6x |
| Fri, 12 Apr 2024 | UK£76.4b | UK£30.3b | UK£4.1b | 19x | 18.5x | 2.5x |
| Sun, 10 Mar 2024 | UK£78.4b | UK£29.8b | UK£4.1b | 20.8x | 19.3x | 2.6x |
| Tue, 06 Feb 2024 | UK£80.4b | UK£30.2b | UK£4.1b | 25.2x | 19.4x | 2.7x |
| Thu, 04 Jan 2024 | UK£75.9b | UK£30.1b | UK£4.5b | 24.4x | 17x | 2.5x |
| Sat, 02 Dec 2023 | UK£76.2b | UK£30.1b | UK£4.5b | 22.6x | 17x | 2.5x |
| Mon, 30 Oct 2023 | UK£80.5b | UK£30.2b | UK£4.5b | 21.8x | 17.9x | 2.7x |
| Wed, 27 Sep 2023 | UK£82.7b | UK£30.1b | UK£4.5b | 18.4x | 18.2x | 2.7x |
| Fri, 25 Aug 2023 | UK£87.1b | UK£29.9b | UK£4.5b | 17.6x | 19.2x | 2.9x |
| Sun, 23 Jul 2023 | UK£91.7b | UK£29.1b | UK£4.2b | 21.6x | 21.9x | 3.1x |
| Tue, 20 Jun 2023 | UK£88.4b | UK£29.0b | UK£4.2b | 20.7x | 21.1x | 3x |
21.1x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | 1.05% | |
| Consumer Staples | 4.08% | |
| Beverage | 3.22% | |
| Soft Drinks | 6.98% | |
| Distillers and Wine Makers | 1.28% | |
| Brewers | -3.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CCH Coca-Cola HBC | UK£45.86 | 6.8% +UK£1.1b | 16.2% | PE20.6x | |
| DGE Diageo | UK£15.15 | 1.3% +UK£433.6m | -22.3% | PE18.7x | |
| FEVR Fevertree Drinks | UK£8.40 | 11.9% +UK£101.9m | -6.8% | PE42.6x | |
| BAG A.G. BARR | UK£6.52 | 6.0% +UK£41.1m | -3.6% | PE15.4x | |
| NICL Nichols | UK£9.86 | 4.7% +UK£16.1m | -30.1% | PE16.8x |