Narrative Update • Jun 07

The Beverage industry is up 2.5% in the last week, with Coca-Cola HBC up 5.7%. In contrast, the industry has lost 11% 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, 15 Jun 2026 | UK£53.0b | UK£27.3b | UK£2.7b | 19.7x | 19.6x | 1.9x |
| Wed, 13 May 2026 | UK£51.5b | UK£27.3b | UK£2.7b | 18.9x | 19.1x | 1.9x |
| Fri, 10 Apr 2026 | UK£50.8b | UK£27.5b | UK£2.7b | 17.9x | 18.7x | 1.8x |
| Sun, 08 Mar 2026 | UK£53.0b | UK£27.5b | UK£2.7b | 19x | 19.4x | 1.9x |
| Tue, 03 Feb 2026 | UK£54.5b | UK£27.1b | UK£2.6b | 21.5x | 20.8x | 2x |
| Thu, 01 Jan 2026 | UK£52.3b | UK£27.5b | UK£2.6b | 19.9x | 19.7x | 1.9x |
| Sat, 29 Nov 2025 | UK£55.1b | UK£27.8b | UK£2.7b | 21.2x | 20.5x | 2x |
| Mon, 27 Oct 2025 | UK£55.7b | UK£27.7b | UK£2.7b | 22.2x | 20.9x | 2x |
| Wed, 24 Sep 2025 | UK£55.6b | UK£27.4b | UK£2.6b | 22.7x | 21.1x | 2x |
| Fri, 22 Aug 2025 | UK£64.4b | UK£27.5b | UK£2.6b | 25.7x | 24.5x | 2.3x |
| Sun, 20 Jul 2025 | UK£60.7b | UK£27.1b | UK£3.5b | 20.5x | 17.4x | 2.2x |
| Tue, 17 Jun 2025 | UK£59.8b | UK£26.7b | UK£3.4b | 20.4x | 17.4x | 2.2x |
| Thu, 15 May 2025 | UK£64.0b | UK£26.9b | UK£3.4b | 19.7x | 18.9x | 2.4x |
| Sat, 12 Apr 2025 | UK£61.3b | UK£27.5b | UK£3.4b | 18.3x | 17.8x | 2.2x |
| Mon, 10 Mar 2025 | UK£63.7b | UK£27.3b | UK£3.4b | 18.5x | 18.5x | 2.3x |
| Wed, 05 Feb 2025 | UK£65.8b | UK£27.4b | UK£3.4b | 19.4x | 19.5x | 2.4x |
| Fri, 03 Jan 2025 | UK£72.6b | UK£29.4b | UK£3.7b | 19.2x | 19.4x | 2.5x |
| Sun, 01 Dec 2024 | UK£68.4b | UK£29.0b | UK£3.7b | 19.3x | 18.7x | 2.4x |
| Tue, 29 Oct 2024 | UK£72.7b | UK£28.7b | UK£3.6b | 19.5x | 20.1x | 2.5x |
| Thu, 26 Sep 2024 | UK£71.2b | UK£28.3b | UK£3.5b | 19.5x | 20.1x | 2.5x |
| Sat, 24 Aug 2024 | UK£72.4b | UK£28.6b | UK£3.6b | 23.3x | 20.3x | 2.5x |
| Mon, 22 Jul 2024 | UK£71.6b | UK£29.8b | UK£3.9b | 20.2x | 18.2x | 2.4x |
| Wed, 19 Jun 2024 | UK£72.1b | UK£30.1b | UK£4.1b | 19.1x | 17.6x | 2.4x |
| Fri, 17 May 2024 | UK£78.7b | UK£30.3b | UK£4.1b | 20.3x | 19.1x | 2.6x |
| Sun, 14 Apr 2024 | UK£75.9b | UK£30.5b | UK£4.2b | 18.9x | 18.2x | 2.5x |
| Tue, 12 Mar 2024 | UK£78.8b | UK£29.9b | UK£4.1b | 20.7x | 19.4x | 2.6x |
| Thu, 08 Feb 2024 | UK£79.1b | UK£30.0b | UK£4.1b | 24.9x | 19.2x | 2.6x |
| Sat, 06 Jan 2024 | UK£75.4b | UK£30.1b | UK£4.5b | 25.2x | 16.8x | 2.5x |
| Mon, 04 Dec 2023 | UK£76.2b | UK£30.0b | UK£4.5b | 22.7x | 17x | 2.5x |
| Wed, 01 Nov 2023 | UK£82.5b | UK£30.2b | UK£4.5b | 23x | 18.3x | 2.7x |
| Fri, 29 Sep 2023 | UK£81.8b | UK£30.1b | UK£4.5b | 18.3x | 18.1x | 2.7x |
| Sun, 27 Aug 2023 | UK£87.2b | UK£30.0b | UK£4.5b | 17.6x | 19.2x | 2.9x |
| Tue, 25 Jul 2023 | UK£91.8b | UK£29.1b | UK£4.2b | 21.6x | 21.9x | 3.2x |
| Thu, 22 Jun 2023 | UK£88.3b | UK£29.1b | 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 | 0.98% | |
| Consumer Staples | 3.55% | |
| Beverage | 2.51% | |
| Soft Drinks | 5.95% | |
| Distillers and Wine Makers | 0.72% | |
| 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 | 5.7% +UK£903.9m | 17.0% | PE20.6x | |
| DGE Diageo | UK£15.15 | 0.7% +UK£244.6m | -20.5% | PE18.7x | |
| FEVR Fevertree Drinks | UK£8.40 | 10.7% +UK£92.7m | -6.3% | PE42.6x | |
| BAG A.G. BARR | UK£6.52 | 6.0% +UK£41.1m | -3.4% | PE15.4x | |
| NICL Nichols | UK£9.86 | 4.7% +UK£16.1m | -29.8% | PE16.8x |