Narrative Update • Jun 17

The Beverage industry has stayed flat over the last week. As for the longer term, the industry has declined 8.9% in the last year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | UK£53.1b | UK£27.6b | UK£2.7b | 19.5x | 19.4x | 1.9x |
| Wed, 20 May 2026 | UK£53.0b | UK£27.4b | UK£2.7b | 19.2x | 19.6x | 1.9x |
| Fri, 17 Apr 2026 | UK£51.3b | UK£27.4b | UK£2.7b | 18.4x | 18.9x | 1.9x |
| Sun, 15 Mar 2026 | UK£51.8b | UK£27.6b | UK£2.7b | 17.9x | 18.9x | 1.9x |
| Tue, 10 Feb 2026 | UK£57.4b | UK£27.2b | UK£2.6b | 21.1x | 21.9x | 2.1x |
| Thu, 08 Jan 2026 | UK£51.2b | UK£27.4b | UK£2.6b | 19.7x | 19.4x | 1.9x |
| Sat, 06 Dec 2025 | UK£53.2b | UK£27.6b | UK£2.7b | 20.9x | 20x | 1.9x |
| Mon, 03 Nov 2025 | UK£54.3b | UK£27.9b | UK£2.7b | 21.6x | 20.1x | 1.9x |
| Wed, 01 Oct 2025 | UK£55.1b | UK£27.5b | UK£2.6b | 22.5x | 20.9x | 2x |
| Fri, 29 Aug 2025 | UK£62.8b | UK£27.3b | UK£2.6b | 24x | 24x | 2.3x |
| Sun, 27 Jul 2025 | UK£61.8b | UK£27.1b | UK£3.5b | 20.2x | 17.7x | 2.3x |
| Tue, 24 Jun 2025 | UK£58.3b | UK£26.8b | UK£3.5b | 19.9x | 16.9x | 2.2x |
| Thu, 22 May 2025 | UK£65.0b | UK£26.8b | UK£3.4b | 20.3x | 19.4x | 2.4x |
| Sat, 19 Apr 2025 | UK£62.6b | UK£27.1b | UK£3.4b | 19.2x | 18.5x | 2.3x |
| Mon, 17 Mar 2025 | UK£61.0b | UK£27.3b | UK£3.4b | 18.3x | 17.7x | 2.2x |
| Wed, 12 Feb 2025 | UK£61.7b | UK£27.5b | UK£3.4b | 19.9x | 18.2x | 2.2x |
| Fri, 10 Jan 2025 | UK£72.8b | UK£29.6b | UK£3.8b | 19.1x | 19.3x | 2.5x |
| Sun, 08 Dec 2024 | UK£70.0b | UK£29.0b | UK£3.7b | 19.4x | 19.1x | 2.4x |
| Tue, 05 Nov 2024 | UK£68.7b | UK£28.8b | UK£3.6b | 19.1x | 19x | 2.4x |
| Thu, 03 Oct 2024 | UK£73.7b | UK£28.3b | UK£3.5b | 19.6x | 20.8x | 2.6x |
| Sat, 31 Aug 2024 | UK£71.4b | UK£28.6b | UK£3.6b | 22x | 20x | 2.5x |
| Mon, 29 Jul 2024 | UK£73.7b | UK£29.8b | UK£3.9b | 22.7x | 18.7x | 2.5x |
| Wed, 26 Jun 2024 | UK£73.2b | UK£30.1b | UK£4.1b | 21.3x | 17.8x | 2.4x |
| Fri, 24 May 2024 | UK£76.1b | UK£30.2b | UK£4.1b | 19.7x | 18.5x | 2.5x |
| Sun, 21 Apr 2024 | UK£77.3b | UK£30.7b | UK£4.2b | 19.1x | 18.4x | 2.5x |
| Tue, 19 Mar 2024 | UK£78.2b | UK£30.0b | UK£4.1b | 20.3x | 19.1x | 2.6x |
| Thu, 15 Feb 2024 | UK£78.0b | UK£30.1b | UK£4.1b | 25.7x | 18.8x | 2.6x |
| Sat, 13 Jan 2024 | UK£76.5b | UK£30.1b | UK£4.5b | 25.7x | 17.1x | 2.5x |
| Mon, 11 Dec 2023 | UK£76.7b | UK£30.1b | UK£4.5b | 23.1x | 17.2x | 2.6x |
| Wed, 08 Nov 2023 | UK£84.4b | UK£30.1b | UK£4.5b | 24.1x | 18.7x | 2.8x |
| Fri, 06 Oct 2023 | UK£81.4b | UK£30.1b | UK£4.5b | 18.4x | 18x | 2.7x |
| Sun, 03 Sep 2023 | UK£85.7b | UK£29.9b | UK£4.5b | 17.9x | 18.9x | 2.9x |
| Tue, 01 Aug 2023 | UK£90.3b | UK£29.1b | UK£4.2b | 21.3x | 21.6x | 3.1x |
| Thu, 29 Jun 2023 | UK£87.8b | UK£29.1b | UK£4.2b | 20.9x | 21x | 3x |
21x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | -1.12% | |
| Consumer Staples | -2.30% | |
| Beverage | 0.76% | |
| Distillers and Wine Makers | 1.90% | |
| Brewers | 1.32% | |
| Soft Drinks | -1.30% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DGE Diageo | UK£15.30 | 1.0% +UK£344.7m | -18.7% | PE18.7x | |
| CCR C&C Group | UK£0.97 | 1.8% +UK£6.3m | -42.7% | PE118.1x | |
| SHEP Shepherd Neame | UK£5.05 | 1.6% +UK£1.2m | 2.0% | PE16.5x | |
| CDGP Chapel Down Group | UK£0.45 | 1.1% +UK£857.6k | 11.3% | PE331.9x |