Narrative Update • Jun 15

In the last week, the Beverage industry is up 2.0%, with all of the companies up. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 8.5% annually.
Has the Dutch Beverage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | €94.9b | €78.4b | €4.8b | 19.6x | 19.9x | 1.2x |
| Sat, 23 May 2026 | €90.2b | €78.4b | €4.8b | 18.4x | 18.9x | 1.2x |
| Mon, 20 Apr 2026 | €93.0b | €78.4b | €4.8b | 19.2x | 19.5x | 1.2x |
| Wed, 18 Mar 2026 | €97.0b | €78.4b | €4.8b | 20.4x | 20.3x | 1.2x |
| Fri, 13 Feb 2026 | €102.2b | €78.6b | €4.4b | 23.7x | 23.4x | 1.3x |
| Sun, 11 Jan 2026 | €90.8b | €79.2b | €4.3b | 21.3x | 21.2x | 1.1x |
| Tue, 09 Dec 2025 | €89.3b | €79.2b | €4.3b | 20.8x | 20.9x | 1.1x |
| Thu, 06 Nov 2025 | €90.6b | €79.2b | €4.3b | 21.2x | 21.2x | 1.1x |
| Sat, 04 Oct 2025 | €86.7b | €79.2b | €4.3b | 20.2x | 20.3x | 1.1x |
| Mon, 01 Sep 2025 | €90.2b | €79.2b | €4.3b | 21.2x | 21.1x | 1.1x |
| Wed, 30 Jul 2025 | €96.5b | €78.8b | €4.2b | 22.1x | 23.2x | 1.2x |
| Fri, 27 Jun 2025 | €94.7b | €80.1b | €2.9b | 35.7x | 32.7x | 1.2x |
| Sun, 25 May 2025 | €97.7b | €80.1b | €2.9b | 38x | 33.7x | 1.2x |
| Tue, 22 Apr 2025 | €99.6b | €80.1b | €2.9b | 38.5x | 34.4x | 1.2x |
| Thu, 20 Mar 2025 | €99.0b | €80.1b | €2.9b | 38.6x | 34.2x | 1.2x |
| Sat, 15 Feb 2025 | €101.2b | €78.8b | €3.1b | 39.3x | 32.8x | 1.3x |
| Mon, 13 Jan 2025 | €85.6b | €80.5b | €3.2b | 29.3x | 26.7x | 1.1x |
| Wed, 11 Dec 2024 | €90.7b | €80.5b | €3.2b | 31.2x | 28.3x | 1.1x |
| Fri, 08 Nov 2024 | €91.4b | €80.5b | €3.2b | 32.7x | 28.5x | 1.1x |
| Sun, 06 Oct 2024 | €95.2b | €80.5b | €3.2b | 35.3x | 29.7x | 1.2x |
| Tue, 03 Sep 2024 | €98.3b | €80.6b | €3.2b | 38.4x | 30.6x | 1.2x |
| Thu, 01 Aug 2024 | €96.8b | €79.7b | €3.3b | 36.6x | 29.6x | 1.2x |
| Sat, 29 Jun 2024 | €103.5b | €79.1b | €5.2b | 20.5x | 20.1x | 1.3x |
| Mon, 27 May 2024 | €106.6b | €79.1b | €5.2b | 20.9x | 20.7x | 1.3x |
| Wed, 24 Apr 2024 | €102.6b | €79.1b | €5.1b | 18.2x | 20x | 1.3x |
| Fri, 22 Mar 2024 | €98.3b | €79.1b | €5.1b | 18.3x | 19.2x | 1.2x |
| Sun, 18 Feb 2024 | €100.6b | €78.8b | €5.2b | 18.1x | 19.5x | 1.3x |
| Tue, 16 Jan 2024 | €103.9b | €77.6b | €5.5b | 17.3x | 18.7x | 1.3x |
| Thu, 14 Dec 2023 | €99.3b | €77.6b | €5.5b | 16.4x | 17.9x | 1.3x |
| Sat, 11 Nov 2023 | €94.9b | €77.6b | €5.6b | 15.9x | 17.1x | 1.2x |
| Mon, 09 Oct 2023 | €91.9b | €77.6b | €5.6b | 15.7x | 16.6x | 1.2x |
| Wed, 06 Sep 2023 | €97.7b | €77.6b | €5.6b | 16.2x | 17.6x | 1.3x |
| Fri, 04 Aug 2023 | €99.2b | €77.6b | €5.6b | 16.6x | 17.9x | 1.3x |
| Sun, 02 Jul 2023 | €103.6b | €74.9b | €5.5b | 18x | 18.8x | 1.4x |
18.8x
Which industries have driven the changes within the Dutch Consumer Staples industry?
| NL Market | -1.18% | |
| Consumer Staples | 0.23% | |
| Beverage | 2.01% | |
| Brewers | 2.90% | |
| Soft Drinks | 0.70% | |
| Distillers and Wine Makers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HEIA Heineken | €74.56 | 6.1% +€2.3b | 2.3% | PE21.3x | |
| CCEP Coca-Cola Europacific Partners | €87.90 | 3.8% +€1.4b | 11.8% | PE20x | |
| HEIO Heineken Holding | €67.50 | 6.0% +€1.0b | 7.5% | PE19.2x |