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Kenyan (NSE) Consumer Staples Sector Analysis
UpdatedDec 26, 2024
DataAggregated Company Financials
Companies11
- 7D1.2%
- 3M10.3%
- 1Y30.6%
- YTD26.0%
Over the last 7 days, the Consumer Staples industry has dropped 4.1%, driven by Uchumi Supermarkets declining 15%. On the other hand British American Tobacco Kenya is actually up 5.3%. In the past year, the industry has gained 31%. As for the next few years, earnings are expected to grow by 27% per annum.
Sector Valuation and Performance
Has the Kenyan Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 26 Dec 2024 | KSh194.9b | KSh190.8b | KSh13.8b | 14x | 14.1x | 1x |
| Sat, 23 Nov 2024 | KSh196.0b | KSh190.7b | KSh13.8b | 11.4x | 14.2x | 1x |
| Mon, 21 Oct 2024 | KSh202.7b | KSh191.7b | KSh14.2b | 12.6x | 14.3x | 1.1x |
| Wed, 18 Sep 2024 | KSh172.4b | KSh191.0b | KSh14.3b | 10.9x | 12x | 0.9x |
| Fri, 16 Aug 2024 | KSh174.3b | KSh190.7b | KSh16.8b | 11.1x | 10.4x | 0.9x |
| Sun, 14 Jul 2024 | KSh173.8b | KSh186.9b | KSh14.6b | 14.9x | 11.9x | 0.9x |
| Tue, 11 Jun 2024 | KSh173.3b | KSh186.8b | KSh14.8b | 14.5x | 11.7x | 0.9x |
| Thu, 09 May 2024 | KSh185.7b | KSh187.6b | KSh16.1b | 15.7x | 11.6x | 1x |
| Sat, 06 Apr 2024 | KSh171.4b | KSh187.6b | KSh16.1b | 13.8x | 10.7x | 0.9x |
| Mon, 04 Mar 2024 | KSh145.0b | KSh186.6b | KSh16.4b | 8.4x | 8.8x | 0.8x |
| Wed, 31 Jan 2024 | KSh145.1b | KSh186.0b | KSh16.4b | 9.5x | 8.8x | 0.8x |
| Fri, 29 Dec 2023 | KSh151.0b | KSh177.2b | KSh18.7b | 9.1x | 8.1x | 0.9x |
| Sun, 26 Nov 2023 | KSh152.2b | KSh170.9b | KSh18.5b | 9.2x | 8.2x | 0.9x |
| Tue, 24 Oct 2023 | KSh166.9b | KSh170.8b | KSh18.4b | 10.5x | 9.1x | 1x |
| Thu, 21 Sep 2023 | KSh169.6b | KSh170.8b | KSh18.4b | 10.7x | 9.2x | 1x |
| Sat, 19 Aug 2023 | KSh163.7b | KSh170.8b | KSh18.6b | 9.4x | 8.8x | 1x |
| Mon, 17 Jul 2023 | KSh197.0b | KSh173.8b | KSh20.7b | 8.9x | 9.5x | 1.1x |
| Wed, 14 Jun 2023 | KSh196.2b | KSh173.8b | KSh20.9b | 8.3x | 9.4x | 1.1x |
| Fri, 12 May 2023 | KSh181.7b | KSh172.9b | KSh20.8b | 8.4x | 8.8x | 1.1x |
| Sun, 09 Apr 2023 | KSh198.2b | KSh172.9b | KSh20.8b | 6.5x | 9.5x | 1.1x |
| Tue, 07 Mar 2023 | KSh214.2b | KSh171.9b | KSh20.4b | 9.8x | 10.5x | 1.2x |
| Thu, 02 Feb 2023 | KSh204.5b | KSh169.9b | KSh19.8b | 10.2x | 10.3x | 1.2x |
| Sat, 31 Dec 2022 | KSh198.1b | KSh163.3b | KSh19.1b | 10.1x | 10.4x | 1.2x |
| Mon, 28 Nov 2022 | KSh192.9b | KSh162.8b | KSh19.8b | 10x | 9.8x | 1.2x |
| Wed, 26 Oct 2022 | KSh195.4b | KSh162.8b | KSh19.8b | 9.5x | 9.9x | 1.2x |
| Fri, 23 Sep 2022 | KSh178.9b | KSh166.7b | KSh19.5b | 11.7x | 9.2x | 1.1x |
| Sun, 21 Aug 2022 | KSh184.8b | KSh153.7b | KSh16.9b | 13x | 10.9x | 1.2x |
| Tue, 19 Jul 2022 | KSh172.5b | KSh153.6b | KSh16.8b | 11.8x | 10.3x | 1.1x |
| Thu, 16 Jun 2022 | KSh163.9b | KSh153.5b | KSh16.8b | 11.4x | 9.8x | 1.1x |
| Sat, 14 May 2022 | KSh172.7b | KSh153.5b | KSh16.8b | 12x | 10.3x | 1.1x |
| Mon, 11 Apr 2022 | KSh186.7b | KSh153.5b | KSh16.8b | 12.7x | 11.1x | 1.2x |
| Wed, 09 Mar 2022 | KSh193.6b | KSh153.8b | KSh17.0b | 13.3x | 11.4x | 1.3x |
| Fri, 04 Feb 2022 | KSh194.4b | KSh145.3b | KSh11.1b | 15.1x | 17.5x | 1.3x |
| Sun, 02 Jan 2022 | KSh192.5b | KSh126.3b | KSh10.5b | 22.4x | 18.3x | 1.5x |
Price to Earnings Ratio
18.3x
Current Industry PE
- Investors are optimistic on the Kenyan Consumer Staples industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 14.1x which is higher than its 3-year average PE of 10.6x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 9.5% per year over the last three years.
- Revenues for these companies have grown 15% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Kenyan Consumer Staples sector?
| KE Market | 1.26% | |
| Consumer Staples | 1.22% | |
| Tobacco | 5.26% | |
| Food | 1.57% | |
| Beverage | 0.14% | |
| Household Products | 0% | |
| Personal Products | 0% | |
| Food and Staples Retail | -15.00% | |
Industry PE
- Investors are most optimistic about the Food industry which is trading above its 3-year average PE ratio of 15.3x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Tobacco industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 6.7x.
Forecasted Growth
- Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 27% over the next 5 years.
- This is better than its past earnings decline of 17% per year.
- In contrast, the Beverage industry is expected to see its earnings grow by 27% 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 | |
|---|---|---|---|---|---|
| BAT British American Tobacco Kenya | KSh370.00 | 5.3% +KSh1.9b | -8.4% | PE7.6x | |
| EABL East African Breweries | KSh175.25 | 0.1% +KSh196.6m | 52.4% | PE16.9x | |
| WTK Williamson Tea Kenya | KSh219.00 | 4.0% +KSh148.9m | 5.3% | PS1x | |
| KAPC Kapchorua Tea Kenya | KSh235.00 | 6.8% +KSh117.4m | 9.3% | PE9.2x | |
| EGAD Eaagads | KSh12.00 | 9.1% +KSh32.2m | -14.0% | PE42.1x |