Narrative Update • Jun 04

Over the last 7 days, the Consumer Staples industry has remained flat, although notably Coca-Cola Europacific Partners gained 3.8%. As for the longer term, the industry has declined 7.0% in the last year. As for the next few years, earnings are expected to grow by 8.6% per annum.
Has the Dutch Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | €130.9b | €185.0b | €7.5b | 17.9x | 17.5x | 0.7x |
| Tue, 05 May 2026 | €131.0b | €186.0b | €7.5b | 17.6x | 17.5x | 0.7x |
| Thu, 02 Apr 2026 | €151.5b | €195.9b | €8.3b | 18.3x | 18.3x | 0.8x |
| Sat, 28 Feb 2026 | €168.4b | €195.9b | €8.3b | 21.2x | 20.3x | 0.9x |
| Mon, 26 Jan 2026 | €143.9b | €196.3b | €7.7b | 17.2x | 18.7x | 0.7x |
| Wed, 24 Dec 2025 | €145.5b | €196.3b | €7.7b | 16x | 18.9x | 0.7x |
| Fri, 21 Nov 2025 | €137.8b | €188.2b | €7.1b | 16.7x | 19.4x | 0.7x |
| Sun, 19 Oct 2025 | €141.4b | €187.7b | €6.9b | 18.2x | 20.5x | 0.8x |
| Tue, 16 Sep 2025 | €135.3b | €187.7b | €6.9b | 18.1x | 19.6x | 0.7x |
| Thu, 14 Aug 2025 | €136.1b | €187.7b | €6.9b | 18x | 19.7x | 0.7x |
| Sat, 12 Jul 2025 | €143.3b | €186.8b | €5.4b | 23.5x | 26.7x | 0.8x |
| Mon, 09 Jun 2025 | €147.6b | €186.8b | €5.4b | 23.6x | 27.5x | 0.8x |
| Wed, 07 May 2025 | €146.4b | €185.3b | €5.3b | 20.6x | 27.5x | 0.8x |
| Fri, 04 Apr 2025 | €141.6b | €185.3b | €5.3b | 19x | 26.6x | 0.8x |
| Sun, 02 Mar 2025 | €144.8b | €185.1b | €5.3b | 22.2x | 27.4x | 0.8x |
| Tue, 28 Jan 2025 | €127.2b | €184.8b | €5.6b | 19.1x | 22.6x | 0.7x |
| Thu, 26 Dec 2024 | €126.2b | €184.8b | €5.6b | 19.1x | 22.4x | 0.7x |
| Sat, 23 Nov 2024 | €131.9b | €184.8b | €5.6b | 19.3x | 23.4x | 0.7x |
| Mon, 21 Oct 2024 | €135.5b | €184.7b | €5.6b | 19.1x | 24x | 0.7x |
| Wed, 18 Sep 2024 | €138.7b | €184.7b | €5.6b | 19.7x | 24.6x | 0.8x |
| Fri, 16 Aug 2024 | €135.9b | €184.8b | €5.7b | 19.9x | 24x | 0.7x |
| Sun, 14 Jul 2024 | €140.3b | €183.1b | €7.4b | 20.4x | 19x | 0.8x |
| Tue, 11 Jun 2024 | €144.9b | €183.1b | €7.4b | 21.1x | 19.6x | 0.8x |
| Thu, 09 May 2024 | €144.5b | €183.1b | €7.4b | 18.8x | 19.5x | 0.8x |
| Sat, 06 Apr 2024 | €136.1b | €183.1b | €7.4b | 17.6x | 18.4x | 0.7x |
| Mon, 04 Mar 2024 | €135.5b | €183.1b | €7.4b | 17.6x | 18.3x | 0.7x |
| Wed, 31 Jan 2024 | €141.7b | €182.3b | €8.3b | 17.2x | 17.1x | 0.8x |
| Fri, 29 Dec 2023 | €140.4b | €182.3b | €8.3b | 17x | 16.9x | 0.8x |
| Sun, 26 Nov 2023 | €133.9b | €182.3b | €8.3b | 15.9x | 16.1x | 0.7x |
| Tue, 24 Oct 2023 | €132.8b | €182.8b | €8.5b | 15.6x | 15.6x | 0.7x |
| Thu, 21 Sep 2023 | €140.7b | €182.8b | €8.5b | 16.2x | 16.6x | 0.8x |
| Sat, 19 Aug 2023 | €142.6b | €182.8b | €8.5b | 16.4x | 16.8x | 0.8x |
| Mon, 17 Jul 2023 | €143.5b | €179.1b | €9.0b | 17.1x | 16x | 0.8x |
| Wed, 14 Jun 2023 | €147.3b | €179.1b | €9.0b | 17.1x | 16.4x | 0.8x |
16.4x
Which industries have driven the changes within the Dutch Consumer Staples sector?
| NL Market | 1.00% | |
| Consumer Staples | 0.89% | |
| Food | 6.14% | |
| Beverage | 1.04% | |
| Food and Staples Retail | -0.94% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CCEP Coca-Cola Europacific Partners | €81.20 | 3.8% +€1.3b | -0.4% | PE18.5x | |
| MICC Magnum Ice Cream | €14.84 | 6.8% +€579.2m | n/a | PE31x | |
| SLIGR Sligro Food Group | €13.38 | 3.4% +€19.4m | -8.1% | PE19.6x |