Narrative Update • Jun 22

The Beverage industry is up 4.4% in the last week, with Coca-Cola HBC up 7.7%. In contrast, the industry has lost 3.9% in the last 12 months. 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 |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | UK£55.4b | UK£27.6b | UK£2.7b | 20.6x | 20.3x | 2x |
| Wed, 27 May 2026 | UK£53.2b | UK£27.3b | UK£2.7b | 19.4x | 19.7x | 1.9x |
| Fri, 24 Apr 2026 | UK£50.7b | UK£27.4b | UK£2.7b | 18.3x | 18.7x | 1.9x |
| Sun, 22 Mar 2026 | UK£48.8b | UK£27.5b | UK£2.7b | 17.2x | 17.9x | 1.8x |
| Tue, 17 Feb 2026 | UK£60.0b | UK£27.6b | UK£2.7b | 20.9x | 22.6x | 2.2x |
| Thu, 15 Jan 2026 | UK£54.5b | UK£27.4b | UK£2.6b | 20.7x | 20.6x | 2x |
| Sat, 13 Dec 2025 | UK£53.2b | UK£27.7b | UK£2.7b | 20.4x | 19.9x | 1.9x |
| Mon, 10 Nov 2025 | UK£54.2b | UK£27.9b | UK£2.7b | 21.5x | 20.1x | 1.9x |
| Wed, 08 Oct 2025 | UK£54.5b | UK£27.5b | UK£2.6b | 22.5x | 20.7x | 2x |
| Fri, 05 Sep 2025 | UK£61.7b | UK£27.5b | UK£2.6b | 24.3x | 23.4x | 2.2x |
| Sun, 03 Aug 2025 | UK£58.0b | UK£27.3b | UK£3.5b | 19.9x | 16.5x | 2.1x |
| Tue, 01 Jul 2025 | UK£57.7b | UK£26.6b | UK£3.4b | 19.6x | 16.9x | 2.2x |
| Thu, 29 May 2025 | UK£62.0b | UK£26.6b | UK£3.3b | 20.1x | 18.6x | 2.3x |
| Sat, 26 Apr 2025 | UK£62.5b | UK£27.0b | UK£3.4b | 19.3x | 18.5x | 2.3x |
| Mon, 24 Mar 2025 | UK£61.2b | UK£27.3b | UK£3.4b | 18.7x | 17.8x | 2.2x |
| Wed, 19 Feb 2025 | UK£62.4b | UK£27.5b | UK£3.5b | 18.5x | 17.8x | 2.3x |
| Fri, 17 Jan 2025 | UK£68.7b | UK£29.8b | UK£3.8b | 18.8x | 18.1x | 2.3x |
| Sun, 15 Dec 2024 | UK£74.3b | UK£29.2b | UK£3.7b | 19.4x | 20.1x | 2.5x |
| Tue, 12 Nov 2024 | UK£68.3b | UK£28.7b | UK£3.6b | 19.6x | 18.8x | 2.4x |
| Thu, 10 Oct 2024 | UK£72.7b | UK£28.6b | UK£3.6b | 19.2x | 20.2x | 2.5x |
| Sat, 07 Sep 2024 | UK£69.6b | UK£28.6b | UK£3.6b | 20.7x | 19.5x | 2.4x |
| Mon, 05 Aug 2024 | UK£69.4b | UK£29.0b | UK£3.7b | 22.3x | 19x | 2.4x |
| Wed, 03 Jul 2024 | UK£71.0b | UK£30.1b | UK£4.0b | 19.9x | 17.8x | 2.4x |
| Fri, 31 May 2024 | UK£73.0b | UK£30.1b | UK£4.1b | 19x | 17.8x | 2.4x |
| Sun, 28 Apr 2024 | UK£76.4b | UK£30.4b | UK£4.2b | 18.9x | 18.4x | 2.5x |
| Tue, 26 Mar 2024 | UK£78.5b | UK£30.2b | UK£4.1b | 19.8x | 19.1x | 2.6x |
| Thu, 22 Feb 2024 | UK£81.2b | UK£30.2b | UK£4.1b | 26.5x | 19.8x | 2.7x |
| Sat, 20 Jan 2024 | UK£74.3b | UK£30.1b | UK£4.5b | 24.9x | 16.6x | 2.5x |
| Mon, 18 Dec 2023 | UK£77.0b | UK£30.1b | UK£4.5b | 24.3x | 17.2x | 2.6x |
| Wed, 15 Nov 2023 | UK£77.7b | UK£30.1b | UK£4.5b | 23.5x | 17.2x | 2.6x |
| Fri, 13 Oct 2023 | UK£82.4b | UK£30.1b | UK£4.5b | 18.6x | 18.2x | 2.7x |
| Sun, 10 Sep 2023 | UK£85.7b | UK£30.0b | UK£4.5b | 18.5x | 18.9x | 2.9x |
| Tue, 08 Aug 2023 | UK£88.3b | UK£29.3b | UK£4.3b | 19.9x | 20.3x | 3x |
| Thu, 06 Jul 2023 | UK£89.6b | UK£29.0b | UK£4.2b | 21.1x | 21.4x | 3.1x |
21.4x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | 1.14% | |
| Consumer Staples | 6.06% | |
| Beverage | 4.39% | |
| Soft Drinks | 7.05% | |
| Distillers and Wine Makers | 2.97% | |
| Brewers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DGE Diageo | UK£15.77 | 3.9% +UK£1.3b | -13.8% | PE19.2x | |
| CCH Coca-Cola HBC | UK£48.90 | 6.4% +UK£1.1b | 28.5% | PE22x | |
| BAG A.G. BARR | UK£6.48 | 5.7% +UK£38.8m | -5.8% | PE15.3x | |
| FEVR Fevertree Drinks | UK£8.17 | 1.7% +UK£16.0m | -12.6% | PE41.4x | |
| NICL Nichols | UK£9.64 | 2.3% +UK£8.0m | -30.1% | PE16.4x |