Narrative Update • Jun 05

Over the last 7 days, the Food industry has remained flat, although notably AEP Plantations declined by 13%. As for the longer term, the industry has declined 5.4% in the last year. Looking forward, earnings are forecast to grow by 11% annually.
Has the U.K. Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | UK£25.4b | UK£39.6b | UK£1.8b | 16.3x | 14.5x | 0.6x |
| Mon, 04 May 2026 | UK£25.5b | UK£36.8b | UK£1.7b | 14.9x | 14.8x | 0.7x |
| Wed, 01 Apr 2026 | UK£25.2b | UK£36.8b | UK£1.8b | 12.9x | 13.9x | 0.7x |
| Fri, 27 Feb 2026 | UK£26.5b | UK£36.7b | UK£1.8b | 13.4x | 14.7x | 0.7x |
| Sun, 25 Jan 2026 | UK£25.6b | UK£36.7b | UK£1.8b | 13x | 14.2x | 0.7x |
| Tue, 23 Dec 2025 | UK£27.3b | UK£39.1b | UK£1.8b | 16.4x | 14.8x | 0.7x |
| Thu, 20 Nov 2025 | UK£26.8b | UK£38.7b | UK£1.8b | 14.6x | 15x | 0.7x |
| Sat, 18 Oct 2025 | UK£27.0b | UK£38.8b | UK£2.1b | 15.1x | 13x | 0.7x |
| Mon, 15 Sep 2025 | UK£25.8b | UK£38.7b | UK£2.1b | 15.3x | 12.5x | 0.7x |
| Wed, 13 Aug 2025 | UK£28.5b | UK£38.5b | UK£2.0b | 19.4x | 14.2x | 0.7x |
| Fri, 11 Jul 2025 | UK£26.6b | UK£38.5b | UK£2.0b | 18.4x | 13.3x | 0.7x |
| Sun, 08 Jun 2025 | UK£26.9b | UK£38.8b | UK£2.1b | 18x | 12.6x | 0.7x |
| Tue, 06 May 2025 | UK£26.5b | UK£38.4b | UK£2.2b | 15.9x | 12.1x | 0.7x |
| Thu, 03 Apr 2025 | UK£25.4b | UK£38.2b | UK£2.2b | 15x | 11.7x | 0.7x |
| Sat, 01 Mar 2025 | UK£24.9b | UK£38.2b | UK£2.2b | 14.5x | 11.6x | 0.7x |
| Mon, 27 Jan 2025 | UK£25.2b | UK£38.2b | UK£2.2b | 12.4x | 11.7x | 0.7x |
| Wed, 25 Dec 2024 | UK£26.7b | UK£38.2b | UK£2.2b | 13.5x | 12.4x | 0.7x |
| Fri, 22 Nov 2024 | UK£27.8b | UK£38.3b | UK£2.1b | 12.1x | 13x | 0.7x |
| Sun, 20 Oct 2024 | UK£29.4b | UK£38.2b | UK£1.9b | 14.7x | 15.5x | 0.8x |
| Tue, 17 Sep 2024 | UK£27.6b | UK£38.1b | UK£1.9b | 14.1x | 14.7x | 0.7x |
| Thu, 15 Aug 2024 | UK£29.1b | UK£38.4b | UK£1.9b | 13.9x | 15.5x | 0.8x |
| Sat, 13 Jul 2024 | UK£31.2b | UK£41.7b | UK£2.3b | 13.7x | 13.3x | 0.7x |
| Mon, 10 Jun 2024 | UK£31.7b | UK£41.8b | UK£2.3b | 15.1x | 13.5x | 0.8x |
| Wed, 08 May 2024 | UK£32.1b | UK£41.5b | UK£2.4b | 15x | 13.4x | 0.8x |
| Fri, 05 Apr 2024 | UK£28.4b | UK£38.3b | UK£1.8b | 16.7x | 15.9x | 0.7x |
| Sun, 03 Mar 2024 | UK£26.4b | UK£38.3b | UK£1.7b | 16.3x | 15.4x | 0.7x |
| Tue, 30 Jan 2024 | UK£29.4b | UK£41.9b | UK£2.2b | 15.8x | 13.3x | 0.7x |
| Thu, 28 Dec 2023 | UK£29.3b | UK£41.8b | UK£2.2b | 15.9x | 13.3x | 0.7x |
| Sat, 25 Nov 2023 | UK£29.2b | UK£41.9b | UK£2.2b | 16.9x | 13.2x | 0.7x |
| Mon, 23 Oct 2023 | UK£24.8b | UK£40.2b | UK£1.4b | 19.4x | 18.2x | 0.6x |
| Wed, 20 Sep 2023 | UK£26.5b | UK£40.0b | UK£1.4b | 17.4x | 19.3x | 0.7x |
| Fri, 18 Aug 2023 | UK£25.5b | UK£39.9b | UK£1.4b | 13.8x | 18.2x | 0.6x |
| Sun, 16 Jul 2023 | UK£26.2b | UK£40.6b | UK£1.3b | 14.4x | 20.5x | 0.6x |
| Tue, 13 Jun 2023 | UK£25.2b | UK£40.6b | UK£1.3b | 15.2x | 19.5x | 0.6x |
19.5x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | -0.73% | |
| Consumer Staples | -0.92% | |
| Food | -0.21% | |
| Packaged Foods and Meats | 0.28% | |
| Agricultural Products | -6.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ABF Associated British Foods | UK£18.64 | 2.3% +UK£294.0m | -9.4% | PE13.7x | |
| FVA Fevara | UK£1.36 | 4.4% +UK£3.0m | -11.3% | PE46x | |
| RE. R.E.A. Holdings | UK£1.12 | 0.9% +UK£438.3k | 40.0% | PS0.3x |