Narrative Update • Aug 21

In the last week, the Consumer Staples industry is flat overall, with Leche Gloria standing out by going down 4.1%. As for the the longer term, the industry is up 39% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.
Has the Peruvian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | S/58.1b | S/41.4b | S/5.6b | 11x | 10.4x | 1.4x |
| Sat, 25 Jul 2026 | S/61.1b | S/41.0b | S/5.4b | 9.8x | 11.3x | 1.5x |
| Mon, 22 Jun 2026 | S/56.8b | S/41.0b | S/5.4b | 9.2x | 10.5x | 1.4x |
| Wed, 20 May 2026 | S/52.1b | S/40.6b | S/5.2b | 9.3x | 10x | 1.3x |
| Fri, 17 Apr 2026 | S/53.2b | S/39.1b | S/4.7b | 10.4x | 11.4x | 1.4x |
| Sun, 15 Mar 2026 | S/50.7b | S/39.1b | S/4.7b | 10.5x | 10.9x | 1.3x |
| Tue, 10 Feb 2026 | S/52.0b | S/38.9b | S/4.9b | 9.9x | 10.6x | 1.3x |
| Thu, 08 Jan 2026 | S/49.6b | S/39.2b | S/4.9b | 10x | 10.1x | 1.3x |
| Sat, 06 Dec 2025 | S/43.7b | S/38.8b | S/4.9b | 8.6x | 9x | 1.1x |
| Mon, 03 Nov 2025 | S/42.9b | S/38.7b | S/4.6b | 9x | 9.3x | 1.1x |
| Wed, 01 Oct 2025 | S/42.7b | S/38.6b | S/4.6b | 9.3x | 9.3x | 1.1x |
| Fri, 29 Aug 2025 | S/42.9b | S/38.5b | S/4.6b | 9.3x | 9.3x | 1.1x |
| Sun, 27 Jul 2025 | S/43.0b | S/37.4b | S/4.5b | 9.3x | 9.6x | 1.1x |
| Tue, 24 Jun 2025 | S/43.5b | S/37.3b | S/4.5b | 9.6x | 9.7x | 1.2x |
| Thu, 22 May 2025 | S/42.5b | S/37.0b | S/4.3b | 7.9x | 9.8x | 1.1x |
| Sat, 19 Apr 2025 | S/44.6b | S/36.2b | S/4.2b | 7.5x | 10.5x | 1.2x |
| Mon, 17 Mar 2025 | S/46.7b | S/36.0b | S/4.1b | 8.6x | 11.4x | 1.3x |
| Wed, 12 Feb 2025 | S/46.2b | S/37.6b | S/4.0b | 7.4x | 11.6x | 1.2x |
| Fri, 10 Jan 2025 | S/47.4b | S/37.6b | S/4.0b | 7.4x | 11.9x | 1.3x |
| Sun, 08 Dec 2024 | S/45.8b | S/37.6b | S/4.0b | 7.3x | 11.5x | 1.2x |
| Tue, 05 Nov 2024 | S/46.2b | S/37.1b | S/3.8b | 8.8x | 12.3x | 1.2x |
| Thu, 03 Oct 2024 | S/46.5b | S/36.8b | S/3.6b | 9.6x | 13x | 1.3x |
| Sat, 31 Aug 2024 | S/45.7b | S/36.8b | S/3.6b | 8.8x | 12.8x | 1.2x |
| Mon, 29 Jul 2024 | S/47.2b | S/37.0b | S/3.4b | 9x | 13.9x | 1.3x |
| Wed, 26 Jun 2024 | S/45.6b | S/36.9b | S/3.5b | 8x | 13.1x | 1.2x |
| Fri, 24 May 2024 | S/46.0b | S/36.9b | S/3.5b | 7.5x | 13.1x | 1.2x |
| Sun, 21 Apr 2024 | S/43.9b | S/37.4b | S/3.4b | 6.7x | 12.7x | 1.2x |
| Tue, 19 Mar 2024 | S/48.0b | S/37.4b | S/3.4b | 7.1x | 13.9x | 1.3x |
| Thu, 15 Feb 2024 | S/47.4b | S/37.7b | S/3.5b | 6.8x | 13.4x | 1.3x |
| Sat, 13 Jan 2024 | S/49.5b | S/42.5b | S/3.9b | 6.3x | 12.7x | 1.2x |
| Mon, 11 Dec 2023 | S/49.9b | S/42.4b | S/3.9b | 6.8x | 12.8x | 1.2x |
| Wed, 08 Nov 2023 | S/48.0b | S/42.4b | S/3.8b | 7.9x | 12.5x | 1.1x |
| Fri, 06 Oct 2023 | S/49.9b | S/43.5b | S/4.1b | 6.9x | 12.3x | 1.1x |
| Sun, 03 Sep 2023 | S/50.7b | S/43.6b | S/4.1b | 6.9x | 12.5x | 1.2x |
12.5x
Which industries have driven the changes within the Peruvian Consumer Staples sector?
| PE Market | 0.31% | |
| Consumer Staples | -0.008% | |
| Food and Staples Retail | 0.60% | |
| Beverage | 0.41% | |
| Food | -1.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNJUANC1 Cerveceria San Juan | S/67.10 | 1.7% +S/107.9m | 59.8% | PE10.5x | |
| INRETC1 InRetail Perú | US$37.00 | 0.6% +US$23.0m | 37.0% | PE12.9x | |
| BACKUSI1 Unión de Cervecerías Peruanas Backus y JohnstonA | S/26.84 | 0.1% +S/53.8m | 41.3% | PE10.5x | |
| EXALMC1 Pesquera ExalmarA | S/2.45 | 3.8% +S/26.6m | -2.0% | PE5.8x |