Narrative Update • Jun 03

Over the last 7 days, the Beverage industry has dropped 7.2%, driven by a pullback from Diageo of 6.9%. In contrast, Chapel Down Group has gained 8.4%. Overall the industry is down 20% in 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 |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | UK£50.6b | UK£27.4b | UK£2.7b | 18.6x | 18.7x | 1.8x |
| Sun, 03 May 2026 | UK£51.3b | UK£27.2b | UK£2.7b | 18.9x | 19x | 1.9x |
| Tue, 31 Mar 2026 | UK£49.5b | UK£27.7b | UK£2.8b | 17.2x | 18x | 1.8x |
| Thu, 26 Feb 2026 | UK£56.7b | UK£27.7b | UK£2.7b | 20.9x | 21.3x | 2x |
| Sat, 24 Jan 2026 | UK£54.1b | UK£27.2b | UK£2.6b | 21.1x | 20.6x | 2x |
| Mon, 22 Dec 2025 | UK£54.1b | UK£27.6b | UK£2.7b | 19.9x | 20.3x | 2x |
| Wed, 19 Nov 2025 | UK£54.2b | UK£27.9b | UK£2.7b | 21.5x | 20.1x | 1.9x |
| Fri, 17 Oct 2025 | UK£55.6b | UK£27.5b | UK£2.6b | 22.3x | 21.1x | 2x |
| Sun, 14 Sep 2025 | UK£58.1b | UK£27.3b | UK£2.6b | 23.4x | 22.2x | 2.1x |
| Tue, 12 Aug 2025 | UK£63.0b | UK£27.4b | UK£2.6b | 24.3x | 24x | 2.3x |
| Thu, 10 Jul 2025 | UK£60.0b | UK£26.8b | UK£3.4b | 20.2x | 17.4x | 2.2x |
| Sat, 07 Jun 2025 | UK£60.3b | UK£26.6b | UK£3.4b | 20.5x | 17.5x | 2.3x |
| Mon, 05 May 2025 | UK£64.1b | UK£27.0b | UK£3.4b | 19.7x | 19x | 2.4x |
| Wed, 02 Apr 2025 | UK£60.5b | UK£27.2b | UK£3.4b | 17.9x | 17.6x | 2.2x |
| Fri, 28 Feb 2025 | UK£62.5b | UK£27.5b | UK£3.5b | 18.7x | 17.9x | 2.3x |
| Sun, 26 Jan 2025 | UK£68.4b | UK£27.5b | UK£3.6b | 18.5x | 19x | 2.5x |
| Tue, 24 Dec 2024 | UK£71.1b | UK£29.3b | UK£3.7b | 18.7x | 19.2x | 2.4x |
| Thu, 21 Nov 2024 | UK£68.2b | UK£29.1b | UK£3.7b | 18.8x | 18.5x | 2.3x |
| Sat, 19 Oct 2024 | UK£75.2b | UK£28.6b | UK£3.6b | 19.9x | 20.9x | 2.6x |
| Mon, 16 Sep 2024 | UK£71.1b | UK£28.6b | UK£3.6b | 20.3x | 19.8x | 2.5x |
| Wed, 14 Aug 2024 | UK£70.9b | UK£29.1b | UK£3.6b | 22.4x | 19.4x | 2.4x |
| Fri, 12 Jul 2024 | UK£72.7b | UK£29.8b | UK£3.9b | 20.5x | 18.5x | 2.4x |
| Sun, 09 Jun 2024 | UK£74.8b | UK£30.1b | UK£4.1b | 19.4x | 18.2x | 2.5x |
| Tue, 07 May 2024 | UK£75.6b | UK£30.3b | UK£4.1b | 18.4x | 18.3x | 2.5x |
| Thu, 04 Apr 2024 | UK£79.3b | UK£30.2b | UK£4.1b | 19.4x | 19.3x | 2.6x |
| Sat, 02 Mar 2024 | UK£80.5b | UK£30.2b | UK£4.1b | 24.9x | 19.6x | 2.7x |
| Mon, 29 Jan 2024 | UK£77.5b | UK£30.0b | UK£4.5b | 25.4x | 17.3x | 2.6x |
| Wed, 27 Dec 2023 | UK£77.2b | UK£30.2b | UK£4.5b | 25x | 17.2x | 2.6x |
| Fri, 24 Nov 2023 | UK£76.5b | UK£30.2b | UK£4.5b | 23.4x | 17.1x | 2.5x |
| Sun, 22 Oct 2023 | UK£82.3b | UK£30.2b | UK£4.5b | 18.6x | 18.2x | 2.7x |
| Tue, 19 Sep 2023 | UK£84.6b | UK£30.0b | UK£4.5b | 18.9x | 18.7x | 2.8x |
| Thu, 17 Aug 2023 | UK£88.4b | UK£29.9b | UK£4.5b | 17.4x | 19.5x | 3x |
| Sat, 15 Jul 2023 | UK£90.0b | UK£29.0b | UK£4.2b | 21.1x | 21.5x | 3.1x |
| Mon, 12 Jun 2023 | UK£88.8b | UK£29.0b | UK£4.2b | 22.5x | 21.2x | 3.1x |
21.2x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | -0.63% | |
| Consumer Staples | -4.42% | |
| Beverage | -4.95% | |
| Brewers | 0.40% | |
| Soft Drinks | -1.19% | |
| Distillers and Wine Makers | -6.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CDGP Chapel Down Group | UK£0.45 | 8.4% +UK£6.0m | 7.6% | PE335.6x | |
| BAG A.G. BARR | UK£6.07 | 0.7% +UK£4.4m | -11.9% | PE14.3x | |
| NICL Nichols | UK£9.44 | 0.6% +UK£2.2m | -32.6% | PE16.1x | |
| DIS Distil | UK£0.0006 | 50.0% +UK£406.8k | -50.0% | PS1.3x | |
| SHEP Shepherd Neame | UK£5.08 | 0.5% +UK£366.4k | 2.0% | PE16.5x |