Narrative Update • Jul 10

Over the last 7 days, the Personal Products industry has dropped 1.5%, driven by a pullback from Unilever of 2.1%. In contrast, Applied Nutrition has gained 6.8%. The industry has fallen 7.2% in the last year. Looking forward, earnings are forecast to grow by 9.5% annually.
Has the U.K. Personal Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | UK£102.2b | UK£44.2b | UK£4.9b | 21x | 21x | 2.3x |
| Thu, 09 Jul 2026 | UK£101.8b | UK£43.9b | UK£4.9b | 15.8x | 20.9x | 2.3x |
| Sat, 06 Jun 2026 | UK£92.0b | UK£44.5b | UK£4.9b | 15.3x | 18.6x | 2.1x |
| Mon, 04 May 2026 | UK£97.3b | UK£44.5b | UK£4.9b | 14.8x | 19.7x | 2.2x |
| Wed, 01 Apr 2026 | UK£92.8b | UK£45.0b | UK£5.0b | 14x | 18.6x | 2.1x |
| Fri, 27 Feb 2026 | UK£120.2b | UK£44.9b | UK£5.0b | 18.2x | 24.1x | 2.7x |
| Sun, 25 Jan 2026 | UK£108.9b | UK£52.6b | UK£4.8b | 16.1x | 22.5x | 2.1x |
| Tue, 23 Dec 2025 | UK£108.4b | UK£53.0b | UK£4.9b | 16x | 22.2x | 2x |
| Thu, 20 Nov 2025 | UK£112.5b | UK£53.6b | UK£4.9b | 15.2x | 22.8x | 2.1x |
| Sat, 18 Oct 2025 | UK£117.2b | UK£52.7b | UK£4.8b | 17.3x | 24.2x | 2.2x |
| Mon, 15 Sep 2025 | UK£116.3b | UK£52.5b | UK£4.8b | 17.9x | 24.1x | 2.2x |
| Wed, 13 Aug 2025 | UK£112.9b | UK£52.5b | UK£4.8b | 17.6x | 23.4x | 2.2x |
| Fri, 11 Jul 2025 | UK£113.9b | UK£53.1b | UK£5.0b | 20.9x | 22.9x | 2.1x |
| Sun, 08 Jun 2025 | UK£116.9b | UK£52.0b | UK£4.9b | 22.3x | 24.1x | 2.2x |
| Tue, 06 May 2025 | UK£120.0b | UK£52.6b | UK£4.9b | 21.9x | 24.5x | 2.3x |
| Thu, 03 Apr 2025 | UK£117.3b | UK£51.6b | UK£4.8b | 21.5x | 24.4x | 2.3x |
| Sat, 01 Mar 2025 | UK£112.9b | UK£51.1b | UK£4.8b | 20.7x | 23.7x | 2.2x |
| Mon, 27 Jan 2025 | UK£152.7b | UK£62.8b | UK£6.7b | 24.2x | 22.6x | 2.4x |
| Wed, 25 Dec 2024 | UK£148.9b | UK£62.1b | UK£6.7b | 26.1x | 22.3x | 2.4x |
| Fri, 22 Nov 2024 | UK£147.4b | UK£62.3b | UK£6.7b | 25.1x | 22x | 2.4x |
| Sun, 20 Oct 2024 | UK£155.3b | UK£62.3b | UK£6.6b | 28.4x | 23.7x | 2.5x |
| Tue, 17 Sep 2024 | UK£160.1b | UK£62.9b | UK£6.6b | 30.9x | 24.1x | 2.5x |
| Thu, 15 Aug 2024 | UK£153.4b | UK£63.9b | UK£6.7b | 31.9x | 22.7x | 2.4x |
| Sat, 13 Jul 2024 | UK£142.3b | UK£62.2b | UK£6.5b | 28.4x | 21.9x | 2.3x |
| Mon, 10 Jun 2024 | UK£141.0b | UK£62.7b | UK£6.6b | 27.9x | 21.5x | 2.2x |
| Wed, 08 May 2024 | UK£136.2b | UK£63.4b | UK£6.6b | 22.4x | 20.6x | 2.1x |
| Fri, 05 Apr 2024 | UK£127.4b | UK£63.3b | UK£6.6b | 22.9x | 19.4x | 2x |
| Sun, 03 Mar 2024 | UK£128.1b | UK£63.2b | UK£6.6b | 23.2x | 19.5x | 2x |
| Tue, 30 Jan 2024 | UK£126.2b | UK£64.1b | UK£8.3b | 15.7x | 15.1x | 2x |
| Thu, 28 Dec 2023 | UK£125.5b | UK£65.1b | UK£8.5b | 17.3x | 14.8x | 1.9x |
| Sat, 25 Nov 2023 | UK£126.6b | UK£65.1b | UK£8.5b | 24.6x | 15x | 1.9x |
| Mon, 23 Oct 2023 | UK£131.6b | UK£65.3b | UK£8.5b | 25.2x | 15.5x | 2x |
| Wed, 20 Sep 2023 | UK£133.5b | UK£64.8b | UK£8.4b | 30.9x | 15.9x | 2.1x |
| Fri, 18 Aug 2023 | UK£132.2b | UK£64.4b | UK£8.3b | 30.4x | 15.9x | 2.1x |
15.9x
Which industries have driven the changes within the U.K. Consumer Staples industry?
| GB Market | 0.96% | |
| Consumer Staples | 0.21% | |
| Personal Products | -1.47% | |
| Personal Products | -1.47% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| APN Applied Nutrition | UK£3.51 | 8.0% +UK£65.0m | 168.4% | PE31.7x | |
| PZC PZ Cussons | UK£1.12 | 2.0% +UK£9.2m | 61.7% | PE23.7x | |
| MDH Mendell Helium | UK£0.054 | 50.0% +UK£6.1m | 170.0% | PB12.7x | |
| W7L Warpaint London | UK£2.10 | 2.4% +UK£4.0m | -38.7% | PE11.8x | |
| PAM Potter & Moore | UK£0.23 | 4.4% +UK£685.3k | -33.8% | PE7.7x |