Narrative Update • Jun 01

Over the last 7 days, the Beverage industry has dropped 2.8%, driven by a pullback from Diageo of 6.9%. Meanwhile, Chapel Down Group actually outperformed within the industry, gaining 17% in the last week. Overall the industry is down 15% in 12 months. 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 |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | UK£52.2b | UK£27.3b | UK£2.7b | 19.1x | 19.3x | 1.9x |
| Thu, 30 Apr 2026 | UK£50.2b | UK£27.4b | UK£2.7b | 17.9x | 18.5x | 1.8x |
| Sat, 28 Mar 2026 | UK£49.1b | UK£27.6b | UK£2.7b | 17.1x | 17.9x | 1.8x |
| Mon, 23 Feb 2026 | UK£61.3b | UK£27.8b | UK£2.7b | 21.1x | 23x | 2.2x |
| Wed, 21 Jan 2026 | UK£53.2b | UK£27.4b | UK£2.6b | 20.7x | 20.1x | 1.9x |
| Fri, 19 Dec 2025 | UK£53.9b | UK£27.6b | UK£2.7b | 19.9x | 20.3x | 2x |
| Sun, 16 Nov 2025 | UK£55.8b | UK£27.9b | UK£2.7b | 21.3x | 20.7x | 2x |
| Tue, 14 Oct 2025 | UK£55.0b | UK£27.6b | UK£2.7b | 22.6x | 20.7x | 2x |
| Thu, 11 Sep 2025 | UK£59.1b | UK£27.3b | UK£2.6b | 23.8x | 22.6x | 2.2x |
| Sat, 09 Aug 2025 | UK£61.9b | UK£27.4b | UK£2.6b | 24.4x | 23.5x | 2.3x |
| Mon, 07 Jul 2025 | UK£60.4b | UK£26.8b | UK£3.4b | 20.7x | 17.6x | 2.3x |
| Wed, 04 Jun 2025 | UK£61.6b | UK£26.6b | UK£3.4b | 20.5x | 17.9x | 2.3x |
| Fri, 02 May 2025 | UK£63.5b | UK£27.0b | UK£3.4b | 19.7x | 18.8x | 2.4x |
| Sun, 30 Mar 2025 | UK£61.1b | UK£27.2b | UK£3.4b | 18.1x | 17.8x | 2.2x |
| Tue, 25 Feb 2025 | UK£63.7b | UK£27.5b | UK£3.5b | 18.5x | 18.2x | 2.3x |
| Thu, 23 Jan 2025 | UK£66.9b | UK£27.8b | UK£3.6b | 18.2x | 18.3x | 2.4x |
| Sat, 21 Dec 2024 | UK£71.4b | UK£29.2b | UK£3.7b | 18.7x | 19.3x | 2.4x |
| Mon, 18 Nov 2024 | UK£68.0b | UK£29.2b | UK£3.7b | 18.9x | 18.4x | 2.3x |
| Wed, 16 Oct 2024 | UK£73.5b | UK£28.6b | UK£3.6b | 19.4x | 20.4x | 2.6x |
| Fri, 13 Sep 2024 | UK£71.9b | UK£28.6b | UK£3.6b | 20.7x | 20.1x | 2.5x |
| Sun, 11 Aug 2024 | UK£69.8b | UK£29.2b | UK£3.7b | 22.4x | 19x | 2.4x |
| Tue, 09 Jul 2024 | UK£71.9b | UK£30.0b | UK£4.0b | 21.2x | 18.2x | 2.4x |
| Thu, 06 Jun 2024 | UK£74.5b | UK£30.0b | UK£4.1b | 19.7x | 18.3x | 2.5x |
| Sat, 04 May 2024 | UK£75.6b | UK£30.4b | UK£4.1b | 18.4x | 18.2x | 2.5x |
| Mon, 01 Apr 2024 | UK£79.6b | UK£30.2b | UK£4.1b | 19.3x | 19.3x | 2.6x |
| Wed, 28 Feb 2024 | UK£82.0b | UK£30.1b | UK£4.1b | 25.5x | 20x | 2.7x |
| Fri, 26 Jan 2024 | UK£74.3b | UK£30.0b | UK£4.5b | 25.4x | 16.6x | 2.5x |
| Sun, 24 Dec 2023 | UK£77.2b | UK£30.2b | UK£4.5b | 25x | 17.2x | 2.6x |
| Tue, 21 Nov 2023 | UK£75.6b | UK£30.2b | UK£4.5b | 22.7x | 16.8x | 2.5x |
| Thu, 19 Oct 2023 | UK£82.6b | UK£30.1b | UK£4.5b | 18.7x | 18.3x | 2.7x |
| Sat, 16 Sep 2023 | UK£85.1b | UK£30.0b | UK£4.5b | 18.9x | 18.8x | 2.8x |
| Mon, 14 Aug 2023 | UK£89.3b | UK£30.0b | UK£4.5b | 17.2x | 19.7x | 3x |
| Wed, 12 Jul 2023 | UK£88.0b | UK£29.0b | UK£4.2b | 20.6x | 21x | 3x |
| Fri, 09 Jun 2023 | UK£89.1b | UK£29.1b | UK£4.2b | 22.6x | 21.3x | 3.1x |
21.3x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | -0.29% | |
| Consumer Staples | -3.36% | |
| Beverage | -2.83% | |
| Brewers | 0% | 0 |
| Soft Drinks | -0.35% | |
| Distillers and Wine Makers | -4.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CDGP Chapel Down Group | UK£0.46 | 16.7% +UK£11.1m | 3.4% | PE339.3x |