Narrative Update • Jul 10

In the last week, Consumer Staples has been flat. The past year has been better, since the industry has gained 32% in that time. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Peruvian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | S/58.4b | S/41.0b | S/5.4b | 9.9x | 10.8x | 1.4x |
| Wed, 10 Jun 2026 | S/54.0b | S/40.9b | S/5.4b | 9.2x | 10x | 1.3x |
| Fri, 08 May 2026 | S/52.2b | S/40.0b | S/4.7b | 10.1x | 11.1x | 1.3x |
| Sun, 05 Apr 2026 | S/52.6b | S/39.1b | S/4.7b | 10.4x | 11.3x | 1.3x |
| Tue, 03 Mar 2026 | S/51.0b | S/38.9b | S/4.6b | 10.9x | 11x | 1.3x |
| Thu, 29 Jan 2026 | S/51.9b | S/39.2b | S/4.9b | 9.9x | 10.6x | 1.3x |
| Sat, 27 Dec 2025 | S/47.8b | S/39.2b | S/4.9b | 9.1x | 9.8x | 1.2x |
| Mon, 24 Nov 2025 | S/43.3b | S/38.6b | S/4.8b | 9.1x | 9x | 1.1x |
| Wed, 22 Oct 2025 | S/42.2b | S/38.7b | S/4.6b | 9.2x | 9.2x | 1.1x |
| Fri, 19 Sep 2025 | S/42.6b | S/38.6b | S/4.6b | 9x | 9.3x | 1.1x |
| Sun, 17 Aug 2025 | S/42.9b | S/38.1b | S/4.5b | 9.3x | 9.6x | 1.1x |
| Tue, 15 Jul 2025 | S/43.1b | S/37.4b | S/4.5b | 9x | 9.6x | 1.2x |
| Thu, 12 Jun 2025 | S/42.7b | S/37.3b | S/4.5b | 9.6x | 9.5x | 1.1x |
| Sat, 10 May 2025 | S/42.6b | S/37.0b | S/4.4b | 7.7x | 9.7x | 1.2x |
| Mon, 07 Apr 2025 | S/46.8b | S/36.3b | S/4.3b | 8.6x | 11x | 1.3x |
| Wed, 05 Mar 2025 | S/46.5b | S/35.9b | S/4.1b | 8.6x | 11.4x | 1.3x |
| Fri, 31 Jan 2025 | S/46.7b | S/37.6b | S/4.0b | 7.3x | 11.7x | 1.2x |
| Sun, 29 Dec 2024 | S/47.2b | S/37.6b | S/4.0b | 7.6x | 11.9x | 1.3x |
| Tue, 26 Nov 2024 | S/46.1b | S/37.5b | S/4.0b | 7.3x | 11.6x | 1.2x |
| Thu, 24 Oct 2024 | S/45.9b | S/36.8b | S/3.6b | 8.9x | 12.8x | 1.2x |
| Sat, 21 Sep 2024 | S/46.0b | S/36.8b | S/3.6b | 9.5x | 12.8x | 1.2x |
| Mon, 19 Aug 2024 | S/45.9b | S/36.8b | S/3.6b | 8.9x | 12.7x | 1.2x |
| Wed, 17 Jul 2024 | S/46.2b | S/37.0b | S/3.4b | 8.9x | 13.6x | 1.2x |
| Fri, 14 Jun 2024 | S/45.5b | S/36.9b | S/3.5b | 8.1x | 13.1x | 1.2x |
| Sun, 12 May 2024 | S/44.8b | S/37.3b | S/3.4b | 7x | 13.2x | 1.2x |
| Tue, 09 Apr 2024 | S/46.2b | S/37.4b | S/3.4b | 6.9x | 13.4x | 1.2x |
| Thu, 07 Mar 2024 | S/48.2b | S/37.3b | S/3.5b | 6.3x | 13.6x | 1.3x |
| Sat, 03 Feb 2024 | S/50.5b | S/42.3b | S/3.9b | 6.5x | 13x | 1.2x |
| Mon, 01 Jan 2024 | S/49.0b | S/42.5b | S/3.9b | 6.4x | 12.6x | 1.2x |
| Wed, 29 Nov 2023 | S/48.1b | S/42.4b | S/3.9b | 6.9x | 12.5x | 1.1x |
| Fri, 27 Oct 2023 | S/49.3b | S/42.8b | S/3.9b | 7.7x | 12.6x | 1.2x |
| Sun, 24 Sep 2023 | S/50.0b | S/43.5b | S/4.1b | 6.9x | 12.3x | 1.1x |
| Tue, 22 Aug 2023 | S/51.4b | S/43.6b | S/4.1b | 6.9x | 12.6x | 1.2x |
| Thu, 20 Jul 2023 | S/53.8b | S/44.1b | S/4.1b | 5.3x | 13.3x | 1.2x |
13.3x
Which industries have driven the changes within the Peruvian Consumer Staples sector?
| PE Market | 2.50% | |
| Consumer Staples | 0.93% | |
| Beverage | 1.92% | |
| Food and Staples Retail | 0.19% | |
| Food | -0.92% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BACKUSI1 Unión de Cervecerías Peruanas Backus y JohnstonA | S/25.74 | 2.3% +S/780.3m | 35.5% | PE10.4x | |
| INRETC1 InRetail Perú | US$37.03 | 0.2% +US$7.4m | 37.9% | PE13.6x | |
| LAREDOC1 Agroindustrial LaredoA | S/20.00 | 5.3% +S/11.6m | -14.9% | PE10.4x | |
| CASAGRC1 Casa GrandeA | S/9.51 | 0.06% +S/505.4k | -17.3% | PS1.1x |