Narrative Update • Jun 15

The Beverage industry is up 2.0% in the last week, with Coca-Cola HBC up 3.4%. In the past year, the industry is down 12%. 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 |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | UK£52.7b | UK£27.3b | UK£2.7b | 19.5x | 19.5x | 1.9x |
| Fri, 15 May 2026 | UK£51.1b | UK£27.5b | UK£2.7b | 18.5x | 18.7x | 1.9x |
| Sun, 12 Apr 2026 | UK£51.0b | UK£27.4b | UK£2.7b | 17.9x | 18.8x | 1.9x |
| Tue, 10 Mar 2026 | UK£52.8b | UK£27.4b | UK£2.7b | 19x | 19.4x | 1.9x |
| Thu, 05 Feb 2026 | UK£57.6b | UK£27.1b | UK£2.6b | 21.3x | 22x | 2.1x |
| Sat, 03 Jan 2026 | UK£52.1b | UK£27.4b | UK£2.6b | 19.5x | 19.7x | 1.9x |
| Mon, 01 Dec 2025 | UK£55.1b | UK£27.7b | UK£2.7b | 21.2x | 20.6x | 2x |
| Wed, 29 Oct 2025 | UK£55.1b | UK£27.8b | UK£2.7b | 22.1x | 20.6x | 2x |
| Fri, 26 Sep 2025 | UK£55.3b | UK£27.6b | UK£2.7b | 22.2x | 20.8x | 2x |
| Sun, 24 Aug 2025 | UK£64.3b | UK£27.4b | UK£2.6b | 25x | 24.5x | 2.4x |
| Tue, 22 Jul 2025 | UK£60.7b | UK£27.0b | UK£3.5b | 20.5x | 17.5x | 2.2x |
| Thu, 19 Jun 2025 | UK£59.6b | UK£26.9b | UK£3.5b | 20.2x | 17.2x | 2.2x |
| Sat, 17 May 2025 | UK£65.2b | UK£26.9b | UK£3.4b | 20.3x | 19.3x | 2.4x |
| Mon, 14 Apr 2025 | UK£61.3b | UK£27.5b | UK£3.4b | 18.3x | 17.8x | 2.2x |
| Wed, 12 Mar 2025 | UK£62.5b | UK£27.3b | UK£3.4b | 18.3x | 18.2x | 2.3x |
| Fri, 07 Feb 2025 | UK£64.1b | UK£27.5b | UK£3.4b | 19.9x | 18.9x | 2.3x |
| Sun, 05 Jan 2025 | UK£70.3b | UK£29.4b | UK£3.7b | 19x | 18.8x | 2.4x |
| Tue, 03 Dec 2024 | UK£68.8b | UK£29.1b | UK£3.7b | 19.5x | 18.7x | 2.4x |
| Thu, 31 Oct 2024 | UK£70.1b | UK£28.7b | UK£3.6b | 19.5x | 19.4x | 2.4x |
| Sat, 28 Sep 2024 | UK£74.8b | UK£28.2b | UK£3.5b | 20.2x | 21.2x | 2.7x |
| Mon, 26 Aug 2024 | UK£72.4b | UK£28.6b | UK£3.6b | 23.3x | 20.3x | 2.5x |
| Wed, 24 Jul 2024 | UK£71.8b | UK£29.8b | UK£3.9b | 19.9x | 18.3x | 2.4x |
| Fri, 21 Jun 2024 | UK£73.1b | UK£30.2b | UK£4.1b | 19.7x | 17.8x | 2.4x |
| Sun, 19 May 2024 | UK£78.2b | UK£30.2b | UK£4.1b | 20.1x | 19x | 2.6x |
| Tue, 16 Apr 2024 | UK£75.7b | UK£30.5b | UK£4.2b | 18.6x | 18.1x | 2.5x |
| Thu, 14 Mar 2024 | UK£79.3b | UK£30.0b | UK£4.1b | 20.8x | 19.5x | 2.6x |
| Sat, 10 Feb 2024 | UK£77.9b | UK£30.0b | UK£4.1b | 25x | 18.9x | 2.6x |
| Mon, 08 Jan 2024 | UK£75.4b | UK£30.1b | UK£4.5b | 25.2x | 16.8x | 2.5x |
| Wed, 06 Dec 2023 | UK£76.2b | UK£30.0b | UK£4.5b | 22.9x | 17x | 2.5x |
| Fri, 03 Nov 2023 | UK£84.3b | UK£30.1b | UK£4.5b | 23.4x | 18.7x | 2.8x |
| Sun, 01 Oct 2023 | UK£82.0b | UK£30.1b | UK£4.5b | 18.3x | 18.1x | 2.7x |
| Tue, 29 Aug 2023 | UK£87.2b | UK£30.0b | UK£4.5b | 17.6x | 19.2x | 2.9x |
| Thu, 27 Jul 2023 | UK£90.7b | UK£29.0b | UK£4.2b | 21.3x | 21.7x | 3.1x |
| Sat, 24 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 | 2.65% | |
| Consumer Staples | 2.07% | |
| Beverage | 1.10% | |
| Soft Drinks | 3.45% | |
| Distillers and Wine Makers | -0.14% | |
| Brewers | -0.87% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CCH Coca-Cola HBC | UK£45.66 | 3.4% +UK£546.7m | 18.4% | PE20.5x | |
| FEVR Fevertree Drinks | UK£8.40 | 5.3% +UK£48.7m | -7.6% | PE42.6x | |
| BAG A.G. BARR | UK£6.47 | 4.2% +UK£28.9m | -4.1% | PE15.2x | |
| SHEP Shepherd Neame | UK£5.05 | 1.0% +UK£732.7k | 1.0% | PE16.5x |