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Dutch (AEX) Consumer Staples Sector Analysis

UpdatedJan 13, 2026
DataAggregated Company Financials
Companies9
  • 7D-0.6%
  • 3M-0.8%
  • 1Y10.6%
  • YTD-1.7%

The Consumer Staples industry has stayed flat over the last week. The past year has been better, since the industry has gained 12% in that time. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 Jan 2026€143.3b€196.3b€7.7b16.1x18.6x0.7x
Thu, 11 Dec 2025€144.7b€188.2b€7.1b17x20.3x0.8x
Sat, 08 Nov 2025€140.3b€188.2b€7.1b17x19.7x0.7x
Mon, 06 Oct 2025€134.3b€187.7b€6.9b17.3x19.5x0.7x
Wed, 03 Sep 2025€135.9b€187.7b€6.9b17.9x19.7x0.7x
Fri, 01 Aug 2025€140.2b€186.3b€6.7b18.1x20.9x0.8x
Sun, 29 Jun 2025€140.2b€186.8b€5.4b23.1x26.2x0.8x
Tue, 27 May 2025€146.1b€186.8b€5.4b22.9x27.3x0.8x
Thu, 24 Apr 2025€142.6b€185.3b€5.3b20.1x26.8x0.8x
Sat, 22 Mar 2025€141.5b€185.2b€5.3b21.7x26.7x0.8x
Mon, 17 Feb 2025€142.0b€184.7b€5.2b21.9x27.1x0.8x
Wed, 15 Jan 2025€124.3b€184.8b€5.6b18.9x22.1x0.7x
Fri, 13 Dec 2024€130.8b€184.8b€5.6b19.5x23.2x0.7x
Sun, 10 Nov 2024€132.0b€184.8b€5.6b19.1x23.5x0.7x
Tue, 08 Oct 2024€134.3b€184.7b€5.6b18.3x23.8x0.7x
Thu, 05 Sep 2024€138.8b€184.7b€5.6b19.8x24.6x0.8x
Sat, 03 Aug 2024€135.6b€184.0b€5.7b27.6x23.9x0.7x
Mon, 01 Jul 2024€139.7b€183.1b€7.4b20.5x18.9x0.8x
Wed, 29 May 2024€144.1b€183.1b€7.4b20.6x19.5x0.8x
Fri, 26 Apr 2024€142.8b€183.1b€7.4b18.6x19.3x0.8x
Sun, 24 Mar 2024€137.1b€183.1b€7.4b18.2x18.5x0.7x
Tue, 20 Feb 2024€139.5b€183.3b€7.5b18.1x18.5x0.8x
Thu, 18 Jan 2024€141.4b€182.3b€8.3b17x17x0.8x
Sat, 16 Dec 2023€139.1b€182.3b€8.3b16.7x16.8x0.8x
Mon, 13 Nov 2023€134.6b€182.8b€8.5b15.9x15.8x0.7x
Wed, 11 Oct 2023€136.7b€182.8b€8.5b16x16.1x0.7x
Fri, 08 Sep 2023€138.0b€182.8b€8.5b15.9x16.3x0.8x
Sun, 06 Aug 2023€144.0b€182.2b€8.7b16.3x16.6x0.8x
Tue, 04 Jul 2023€150.5b€179.1b€9.0b17.2x16.8x0.8x
Thu, 01 Jun 2023€146.8b€179.1b€9.0b17.1x16.4x0.8x
Sat, 29 Apr 2023€156.1b€177.2b€9.0b17.4x17.4x0.9x
Mon, 27 Mar 2023€148.2b€177.2b€9.0b16x16.5x0.8x
Wed, 22 Feb 2023€146.9b€176.3b€9.1b15.8x16.2x0.8x
Fri, 20 Jan 2023€140.2b€165.0b€10.1b14.7x13.8x0.8x
Price to Earnings Ratio

13.8x


Total Market Cap: €140.2bTotal Earnings: €10.1bTotal Revenue: €165.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Consumer Staples Sector Price to Earnings3Y Average 20.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the Dutch Consumer Staples 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 20.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have declined 8.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.0% 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 Market1.67%
Consumer Staples-0.62%
Food0.25%
Beverage-0.36%
Food and Staples Retail-2.03%
Industry PE
  • Investors are most optimistic about the Beverage industry, which is trading close to its 3-year average PE ratio of 23.2x.
    • Analysts are expecting annual earnings growth of 12.9%, which is lower than the prior year's growth of 72.4% per year.
  • Investors are most pessimistic about the Food and Staples Retail industry, which is trading close to its 3-year average of 14.5x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 13% over the next 5 years.
  • However this is lower than its past earnings growth rate of 72% per year.
  • In contrast, the Food and Staples Retail industry is expected to see its earnings grow by 5.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CCEP Coca-Cola Europacific Partners€75.500.8%
+€272.3m		3.9%PE22.3x
MICC Magnum Ice Cream€13.060.6%
+€49.0m		n/aPE13.8x
FFARM ForFarmers€4.825.0%
+€20.3m		43.0%PE8.4x

Latest News

HEIA
€67.18
Heineken
7D
-1.3%
1Y
4.0%
JDEP
€31.84
JDE Peet's
7D
-0.06%
1Y
87.8%
CCEP
€75.50
Coca-Cola Europacific Partners
7D
0.8%
1Y
3.9%

CCEP: Margins And Cash Returns Will Support Upside From Current Levels

Narrative Update Analysts have nudged their blended price target slightly lower, reflecting a modest cut from one firm to €87, alongside a lift from another to $114, as they factor in adjusted expectations for fair value, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street commentary on Coca-Cola Europacific Partners points to a generally constructive stance, with bullish analysts fine tuning their valuation ranges rather than making wholesale shifts to their view of the business.
FFARM
€4.82
ForFarmers
7D
5.0%
1Y
43.0%

FFARM: Future Upside Will Stem From Steady Margins And Discount Rate

Analysts have made only marginal tweaks to their inputs for ForFarmers, keeping the fair value estimate steady at €6.40. Small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions did not materially shift their overall price target view.
AD
€33.66
Koninklijke Ahold Delhaize
7D
-2.0%
1Y
4.2%

AD: Margin Execution Risks Will Likely Persist Despite Ongoing Share Buyback

Analysts have nudged their fair value estimate for Koninklijke Ahold Delhaize up to about €29.29 from roughly €28.92, citing recent price target moves that range from a lower €24.57 level to higher targets of €36 and €41, along with updated views on margins and future P/E assumptions. Analyst Commentary Recent research on Koninklijke Ahold Delhaize reflects a wide range of opinions, with price targets spanning from about €24.57 up to €41.
HEIO
€60.60
Heineken Holding
7D
-0.7%
1Y
9.7%

HEIO: Future Returns Will Rely On Stable Margins Despite Weaker Volumes

Analysts have nudged their price target for Heineken Holding to €107.00, with the update tied to slightly adjusted assumptions around revenue growth, profit margins, and the forward P/E multiple. What's in the News Heineken Holding reported operating results for the third quarter of 2025, with beer volume organically down 4.3% for the period.
MICC
€13.06
Magnum Ice Cream
7D
0.6%
1Y
n/a
ACOMO
€24.70
Acomo
7D
-1.4%
1Y
39.5%
SLIGR
€9.88
Sligro Food Group
7D
-4.3%
1Y
0%