Narrative Update • May 26

In the last week, the Food industry is up 1.8%, with Magnum Ice Cream up 4.6%. This takes the industry's 12 month performance to a gain of 50%. As for the next few years, earnings are expected to grow by 22% per annum.
Has the Dutch Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | €9.8b | €11.1b | €342.9m | 21.2x | 28.5x | 0.9x |
| Fri, 08 May 2026 | €8.4b | €11.1b | €342.9m | 18.7x | 24.6x | 0.8x |
| Sun, 05 Apr 2026 | €23.5b | €21.0b | €1.1b | 19.4x | 20.7x | 1.1x |
| Tue, 03 Mar 2026 | €24.2b | €21.0b | €1.1b | 19.3x | 21.2x | 1.2x |
| Thu, 29 Jan 2026 | €24.9b | €20.7b | €1.3b | 15.6x | 19.9x | 1.2x |
| Sat, 27 Dec 2025 | €24.0b | €20.7b | €1.3b | 14.2x | 19.2x | 1.2x |
| Mon, 24 Nov 2025 | €15.6b | €12.6b | €669.0m | 16x | 23.3x | 1.2x |
| Wed, 22 Oct 2025 | €15.6b | €12.6b | €669.0m | 16x | 23.3x | 1.2x |
| Fri, 19 Sep 2025 | €15.4b | €12.6b | €669.0m | 16x | 23.1x | 1.2x |
| Sun, 17 Aug 2025 | €13.1b | €12.6b | €669.0m | 14.2x | 19.6x | 1x |
| Tue, 15 Jul 2025 | €12.1b | €11.6b | €592.4m | 15.9x | 20.4x | 1x |
| Thu, 12 Jun 2025 | €11.8b | €11.6b | €592.4m | 16.1x | 20x | 1x |
| Sat, 10 May 2025 | €11.2b | €11.6b | €592.4m | 15.4x | 19x | 1x |
| Mon, 07 Apr 2025 | €10.2b | €11.6b | €592.4m | 14.4x | 17.2x | 0.9x |
| Wed, 05 Mar 2025 | €9.4b | €11.6b | €592.4m | 14.1x | 15.8x | 0.8x |
| Fri, 31 Jan 2025 | €8.5b | €11.1b | €549.4m | 16.3x | 15.4x | 0.8x |
| Sun, 29 Dec 2024 | €8.4b | €11.1b | €549.4m | 16.5x | 15.4x | 0.8x |
| Tue, 26 Nov 2024 | €9.4b | €11.1b | €549.4m | 17x | 17.2x | 0.8x |
| Thu, 24 Oct 2024 | €10.8b | €11.1b | €549.4m | 18x | 19.6x | 1x |
| Sat, 21 Sep 2024 | €9.3b | €11.1b | €549.4m | 16.5x | 16.9x | 0.8x |
| Mon, 19 Aug 2024 | €10.4b | €11.1b | €549.4m | 16.8x | 19x | 0.9x |
| Wed, 17 Jul 2024 | €9.1b | €11.2b | €366.0m | 24.2x | 25x | 0.8x |
| Fri, 14 Jun 2024 | €9.8b | €11.2b | €366.0m | 26x | 26.7x | 0.9x |
| Sun, 12 May 2024 | €10.4b | €11.2b | €366.0m | 27.8x | 28.5x | 0.9x |
| Tue, 09 Apr 2024 | €9.5b | €11.2b | €366.0m | 25.1x | 25.8x | 0.8x |
| Thu, 07 Mar 2024 | €10.4b | €11.2b | €366.0m | 27.8x | 28.5x | 0.9x |
| Sat, 03 Feb 2024 | €11.3b | €11.6b | €452.5m | 24.2x | 25x | 1x |
| Mon, 01 Jan 2024 | €12.1b | €11.6b | €452.5m | 25.8x | 26.7x | 1x |
| Wed, 29 Nov 2023 | €12.1b | €11.6b | €452.5m | 25.9x | 26.8x | 1x |
| Fri, 27 Oct 2023 | €12.9b | €11.6b | €452.5m | 27.6x | 28.5x | 1.1x |
| Sun, 24 Sep 2023 | €12.7b | €11.6b | €452.5m | 27.2x | 28.2x | 1.1x |
| Tue, 22 Aug 2023 | €13.3b | €11.6b | €452.5m | 28.4x | 29.3x | 1.1x |
| Thu, 20 Jul 2023 | €13.3b | €11.5b | €789.0m | 15.4x | 16.9x | 1.2x |
| Sat, 17 Jun 2023 | €13.5b | €11.5b | €789.0m | 15.6x | 17x | 1.2x |
17x
Which industries have driven the changes within the Dutch Consumer Staples industry?
| NL Market | -0.14% | |
| Consumer Staples | 4.40% | |
| Food | 3.89% | |
| Packaged Foods and Meats | 0% | 0 |
| Agricultural Products | -4.37% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MICC Magnum Ice Cream | €15.05 | 4.4% +€390.6m | n/a | PE31.5x |