Dutch (AEX) Consumer Staples Sector Analysis

Sector Valuation and Performance

Has the Dutch Consumer Staples Sector valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 21 Feb 2025	€140.8b	€184.7b	€5.2b	23.1x	26.8x	0.8x
Sun, 19 Jan 2025	€128.9b	€184.8b	€5.6b	19.3x	22.9x	0.7x
Tue, 17 Dec 2024	€130.5b	€184.8b	€5.6b	19.6x	23.2x	0.7x
Thu, 14 Nov 2024	€131.0b	€184.8b	€5.6b	19x	23.3x	0.7x
Sat, 12 Oct 2024	€133.9b	€184.7b	€5.6b	18.6x	23.7x	0.7x
Mon, 09 Sep 2024	€138.3b	€184.7b	€5.6b	19.8x	24.5x	0.7x
Wed, 07 Aug 2024	€133.9b	€184.0b	€5.7b	27.2x	23.7x	0.7x
Fri, 05 Jul 2024	€140.0b	€183.1b	€7.4b	20.4x	18.9x	0.8x
Sun, 02 Jun 2024	€142.1b	€183.1b	€7.4b	20.4x	19.2x	0.8x
Tue, 30 Apr 2024	€142.2b	€183.1b	€7.4b	18.4x	19.2x	0.8x
Thu, 28 Mar 2024	€139.5b	€183.1b	€7.4b	18.2x	18.8x	0.8x
Sat, 24 Feb 2024	€139.1b	€182.8b	€7.4b	18.2x	18.7x	0.8x
Mon, 22 Jan 2024	€139.7b	€182.3b	€8.3b	17x	16.8x	0.8x
Wed, 20 Dec 2023	€139.7b	€182.3b	€8.3b	16.8x	16.8x	0.8x
Fri, 17 Nov 2023	€135.0b	€182.3b	€8.3b	15.8x	16.3x	0.7x
Sun, 15 Oct 2023	€133.9b	€182.8b	€8.5b	15.7x	15.8x	0.7x
Tue, 12 Sep 2023	€138.8b	€182.8b	€8.5b	16x	16.3x	0.8x
Thu, 10 Aug 2023	€144.4b	€182.2b	€8.7b	16.3x	16.7x	0.8x
Sat, 08 Jul 2023	€142.3b	€179.1b	€9.0b	17x	15.9x	0.8x
Mon, 05 Jun 2023	€148.1b	€179.1b	€9.0b	17.6x	16.5x	0.8x
Wed, 03 May 2023	€156.9b	€177.2b	€9.0b	17.5x	17.5x	0.9x
Fri, 31 Mar 2023	€148.6b	€177.2b	€9.0b	16.2x	16.6x	0.8x
Sun, 26 Feb 2023	€146.9b	€177.2b	€9.0b	16.1x	16.4x	0.8x
Tue, 24 Jan 2023	€140.1b	€165.0b	€10.1b	14.7x	13.8x	0.8x
Thu, 22 Dec 2022	€138.8b	€165.0b	€10.1b	14.5x	13.7x	0.8x
Sat, 19 Nov 2022	€136.5b	€165.0b	€10.1b	14.2x	13.5x	0.8x
Mon, 17 Oct 2022	€138.2b	€161.1b	€10.1b	13.7x	13.7x	0.9x
Wed, 14 Sep 2022	€143.5b	€161.1b	€10.1b	15.2x	14.3x	0.9x
Fri, 12 Aug 2022	€144.5b	€157.4b	€9.8b	16.2x	14.7x	0.9x
Sun, 10 Jul 2022	€139.8b	€147.7b	€9.1b	16.1x	15.4x	0.9x
Tue, 07 Jun 2022	€139.5b	€147.7b	€9.1b	16.1x	15.4x	0.9x
Thu, 05 May 2022	€139.5b	€146.1b	€9.1b	17x	15.4x	1x
Sat, 02 Apr 2022	€134.7b	€146.1b	€9.1b	16x	14.9x	0.9x
Mon, 28 Feb 2022	€140.1b	€147.4b	€9.1b	17.5x	15.5x	1x

Current Industry PE

Investors are optimistic on the Dutch Consumer Staples industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 26.8x which is higher than its 3-year average PE of 17.5x.

The industry is trading close to its 3-year average PS ratio of 0.81x.

Past Earnings Growth

The earnings for companies in the Consumer Staples industry have declined 17% per year over the last three years.
Meanwhile revenues for these companies have grown 7.8% per year.
This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Dutch Consumer Staples sector?


NL Market	-0.91%
Consumer Staples	-0.44%
Food	0.92%
Beverage	0.27%
Tobacco	0%	0
Household Products	0%	0
Personal Products	0%	0
Food and Staples Retail	-3.00%

Industry PE

Investors are most optimistic about the Beverage industry which is trading above its 3-year average PE ratio of 19.5x.

Analysts are expecting annual earnings growth of 16.3%, which is higher than its past year's earnings decline of 57.6% per year.

Investors are most pessimistic about the Food industry, which is trading below its 3-year average of 20.6x.

Forecasted Growth

Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 16% over the next 5 years.
This is better than its past earnings decline of 58% per year.

In contrast, the Food and Staples Retail industry is expected to see its earnings grow by 10% 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
CCEP Coca-Cola Europacific Partners	€83.70	4.1% +€1.5b	33.5%	PE27.2x
JDEP JDE Peet's	€17.40	2.7% +€219.7m	-21.6%	PE16x
FFARM ForFarmers	€3.80	9.2% +€28.4m	61.7%	PE19.4x
ACOMO Acomo	€18.40	0.2% +€1.2m	2.2%	PE15.3x