Narrative Update • Jul 20

Over the last 7 days, the Food industry has dropped 2.5%, driven by Associated British Foods declining 3.8%. However, the industry is down 4.6% over the past year. Looking forward, earnings are forecast to grow by 12% annually.
Has the U.K. Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | UK£27.1b | UK£39.8b | UK£1.6b | 15.6x | 16.6x | 0.7x |
| Thu, 16 Jul 2026 | UK£26.7b | UK£39.8b | UK£1.6b | 16.2x | 16.3x | 0.7x |
| Sat, 13 Jun 2026 | UK£26.7b | UK£39.6b | UK£1.8b | 15.7x | 15.2x | 0.7x |
| Mon, 11 May 2026 | UK£25.4b | UK£39.0b | UK£1.7b | 16.9x | 14.7x | 0.7x |
| Wed, 08 Apr 2026 | UK£25.1b | UK£36.8b | UK£1.8b | 12.8x | 13.8x | 0.7x |
| Fri, 06 Mar 2026 | UK£25.5b | UK£36.8b | UK£1.8b | 13x | 14.2x | 0.7x |
| Sun, 01 Feb 2026 | UK£26.0b | UK£36.7b | UK£1.8b | 13.1x | 14.4x | 0.7x |
| Tue, 30 Dec 2025 | UK£27.3b | UK£39.1b | UK£1.8b | 16.4x | 14.8x | 0.7x |
| Thu, 27 Nov 2025 | UK£27.2b | UK£38.8b | UK£1.8b | 14.7x | 15.1x | 0.7x |
| Sat, 25 Oct 2025 | UK£27.6b | UK£38.8b | UK£2.1b | 15.7x | 13.3x | 0.7x |
| Mon, 22 Sep 2025 | UK£25.8b | UK£38.7b | UK£2.1b | 15.1x | 12.4x | 0.7x |
| Wed, 20 Aug 2025 | UK£28.6b | UK£38.5b | UK£2.1b | 19.2x | 13.9x | 0.7x |
| Fri, 18 Jul 2025 | UK£27.3b | UK£38.5b | UK£2.0b | 18.6x | 13.7x | 0.7x |
| Sun, 15 Jun 2025 | UK£26.7b | UK£38.8b | UK£2.1b | 18.1x | 12.5x | 0.7x |
| Tue, 13 May 2025 | UK£26.6b | UK£38.4b | UK£2.2b | 16x | 12.1x | 0.7x |
| Thu, 10 Apr 2025 | UK£24.5b | UK£38.4b | UK£2.2b | 14.3x | 11.4x | 0.6x |
| Sat, 08 Mar 2025 | UK£25.1b | UK£38.2b | UK£2.1b | 15x | 11.7x | 0.7x |
| Mon, 03 Feb 2025 | UK£25.5b | UK£38.2b | UK£2.2b | 12.1x | 11.8x | 0.7x |
| Wed, 01 Jan 2025 | UK£26.5b | UK£38.2b | UK£2.2b | 13.2x | 12.3x | 0.7x |
| Fri, 29 Nov 2024 | UK£28.2b | UK£38.4b | UK£2.2b | 12.6x | 12.9x | 0.7x |
| Sun, 27 Oct 2024 | UK£28.9b | UK£38.2b | UK£1.9b | 14.4x | 15.2x | 0.8x |
| Tue, 24 Sep 2024 | UK£27.5b | UK£38.2b | UK£1.9b | 14x | 14.5x | 0.7x |
| Thu, 22 Aug 2024 | UK£29.0b | UK£38.3b | UK£1.9b | 14.1x | 15.5x | 0.8x |
| Sat, 20 Jul 2024 | UK£31.2b | UK£41.7b | UK£2.3b | 13.7x | 13.3x | 0.7x |
| Mon, 17 Jun 2024 | UK£31.0b | UK£41.8b | UK£2.3b | 14.6x | 13.2x | 0.7x |
| Wed, 15 May 2024 | UK£32.5b | UK£41.7b | UK£2.3b | 15x | 13.9x | 0.8x |
| Fri, 12 Apr 2024 | UK£28.0b | UK£41.3b | UK£2.3b | 16x | 12.3x | 0.7x |
| Sun, 10 Mar 2024 | UK£26.4b | UK£38.3b | UK£1.7b | 13.6x | 15.1x | 0.7x |
| Tue, 06 Feb 2024 | UK£27.3b | UK£40.9b | UK£2.2b | 15.3x | 12.6x | 0.7x |
| Thu, 04 Jan 2024 | UK£29.3b | UK£41.8b | UK£2.2b | 15.8x | 13.3x | 0.7x |
| Sat, 02 Dec 2023 | UK£29.3b | UK£41.8b | UK£2.2b | 15.5x | 13.2x | 0.7x |
| Mon, 30 Oct 2023 | UK£24.8b | UK£40.2b | UK£1.4b | 19.2x | 18.2x | 0.6x |
| Wed, 27 Sep 2023 | UK£26.5b | UK£40.2b | UK£1.4b | 18.6x | 19.6x | 0.7x |
| Fri, 25 Aug 2023 | UK£25.2b | UK£40.0b | UK£1.4b | 13.5x | 17.9x | 0.6x |
17.9x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | -1.36% | |
| Consumer Staples | -3.25% | |
| Food | -2.48% | |
| Agricultural Products | 1.97% | |
| Packaged Foods and Meats | -2.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CWK Cranswick | UK£53.10 | 2.1% +UK£58.9m | 1.5% | PE17.9x | |
| AEP AEP Plantations | UK£1.86 | 7.0% +UK£46.7m | 64.2% | PE10.6x | |
| MPE M.P. Evans Group | UK£17.32 | 5.0% +UK£42.7m | 34.3% | PE11x | |
| PFD Premier Foods | UK£1.96 | 0.7% +UK£12.0m | 5.4% | PE12.3x | |
| CAM Camellia | UK£58.50 | 1.7% +UK£2.5m | 2.2% | PS0.6x |