Narrative Update • Jun 07
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Irish (ISEQ) Food Industry Analysis
UpdatedJun 14, 2026
DataAggregated Company Financials
Companies4
- 7D4.2%
- 3M13.9%
- 1Y-5.6%
- YTD10.8%
Over the last 7 days, the Food industry has risen 4.2%, driven by gains from Kerry Group of 5.4%. In contrast, the industry has lost 5.6% in the last 12 months. Earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the Irish Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | €17.8b | €12.3b | €851.6m | 18.3x | 20.9x | 1.5x |
| Tue, 12 May 2026 | €16.4b | €12.2b | €850.1m | 17.1x | 19.3x | 1.3x |
| Thu, 09 Apr 2026 | €15.7b | €12.3b | €851.6m | 16.7x | 18.5x | 1.3x |
| Sat, 07 Mar 2026 | €15.9b | €12.3b | €852.7m | 17x | 18.7x | 1.3x |
| Mon, 02 Feb 2026 | €16.4b | €12.4b | €857.6m | 17.1x | 19.2x | 1.3x |
| Wed, 31 Dec 2025 | €16.5b | €12.4b | €858.5m | 17.7x | 19.2x | 1.3x |
| Fri, 28 Nov 2025 | €16.8b | €12.5b | €864.5m | 13.2x | 19.4x | 1.3x |
| Sun, 26 Oct 2025 | €17.5b | €12.5b | €864.2m | 13.6x | 20.3x | 1.4x |
| Tue, 23 Sep 2025 | €16.4b | €12.4b | €865.6m | 12.8x | 18.9x | 1.3x |
| Thu, 21 Aug 2025 | €17.4b | €12.4b | €866.8m | 13.5x | 20.1x | 1.4x |
| Sat, 19 Jul 2025 | €18.5b | €12.3b | €873.4m | 15.2x | 21.2x | 1.5x |
| Mon, 16 Jun 2025 | €19.5b | €12.3b | €874.3m | 14.9x | 22.3x | 1.6x |
| Wed, 14 May 2025 | €18.7b | €12.4b | €878.9m | 13.9x | 21.3x | 1.5x |
| Fri, 11 Apr 2025 | €17.5b | €12.4b | €878.0m | 13.9x | 19.9x | 1.4x |
| Sun, 09 Mar 2025 | €19.0b | €12.5b | €882.6m | 15.4x | 21.5x | 1.5x |
| Tue, 04 Feb 2025 | €20.4b | €14.2b | €992.6m | 13.1x | 20.5x | 1.4x |
| Thu, 02 Jan 2025 | €19.5b | €14.2b | €991.0m | 12.9x | 19.7x | 1.4x |
| Sat, 30 Nov 2024 | €19.6b | €14.1b | €985.2m | 16.7x | 19.9x | 1.4x |
| Mon, 28 Oct 2024 | €20.6b | €14.0b | €978.7m | 17.5x | 21x | 1.5x |
| Wed, 25 Sep 2024 | €20.0b | €13.9b | €969.3m | 17.7x | 20.7x | 1.4x |
| Fri, 23 Aug 2024 | €19.6b | €14.0b | €973.9m | 17.6x | 20.1x | 1.4x |
| Sun, 21 Jul 2024 | €18.7b | €15.2b | €1.1b | 16.7x | 17.1x | 1.2x |
| Tue, 18 Jun 2024 | €18.2b | €15.2b | €1.1b | 16.5x | 16.6x | 1.2x |
| Thu, 16 May 2024 | €18.7b | €15.2b | €1.1b | 16.8x | 17.1x | 1.2x |
| Sat, 13 Apr 2024 | €19.0b | €15.3b | €1.1b | 16.6x | 17.2x | 1.2x |
| Mon, 11 Mar 2024 | €19.1b | €15.1b | €1.1b | 16.9x | 17.5x | 1.3x |
| Wed, 07 Feb 2024 | €18.8b | €16.8b | €1.0b | 18x | 18x | 1.1x |
| Fri, 05 Jan 2024 | €18.1b | €16.7b | €1.0b | 17.2x | 17.4x | 1.1x |
| Sun, 03 Dec 2023 | €17.6b | €16.7b | €1.0b | 17.2x | 16.9x | 1.1x |
| Tue, 31 Oct 2023 | €17.1b | €16.8b | €1.0b | 16.3x | 16.3x | 1x |
| Thu, 28 Sep 2023 | €18.6b | €16.9b | €1.0b | 17.5x | 17.7x | 1.1x |
| Sat, 26 Aug 2023 | €19.6b | €16.8b | €1.1b | 18.3x | 18.3x | 1.2x |
| Mon, 24 Jul 2023 | €20.0b | €17.1b | €887.1m | 22.4x | 22.6x | 1.2x |
| Wed, 21 Jun 2023 | €19.4b | €17.1b | €887.1m | 21.6x | 21.9x | 1.1x |
Price to Earnings Ratio
21.9x
Current Industry PE
- Investors are relatively neutral on the Irish Food industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 19.3x.
- The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Food industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have declined 10% per year.
- This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the Irish Consumer Staples industry?
| IE Market | 3.01% | |
| Consumer Staples | 4.23% | |
| Food | 4.23% | |
| Packaged Foods and Meats | 4.45% | |
| Agricultural Products | -2.78% | |
Industry PE
- Investors are most optimistic about the Packaged Foods and Meats industry, which is trading close to its 3-year average PE ratio of 20.0x.
- Analysts are expecting annual earnings growth of 12.5%, which is higher than its past year's earnings growth of 4.3% per year.
- Investors are most pessimistic about the Agricultural Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.1x.
Forecasted Growth
- Analysts are most optimistic on the Agricultural Products industry, expecting annual earnings growth of 16% over the next 5 years.
- This is better than its past earnings decline of 32% per year.
- In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KRZ Kerry Group | €75.80 | 5.4% +€613.2m | -21.9% | PE18.3x | |
| GL9 Glanbia | €21.88 | 2.4% +€125.3m | 75.2% | PE33.3x |