Narrative Update • Jul 28

Over the last 7 days, the Consumer Staples industry has dropped 1.1%, driven by Emperador declining 4.8%. The industry has fallen 11% in the last year. Looking forward, earnings are forecast to grow by 13% annually.
Has the Filipino Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Aug 2026 | ₱1.3t | ₱1.8t | ₱111.2b | 9.4x | 11.9x | 0.7x |
| Tue, 14 Jul 2026 | ₱1.3t | ₱1.8t | ₱110.5b | 9.8x | 12x | 0.7x |
| Thu, 11 Jun 2026 | ₱1.3t | ₱1.8t | ₱110.8b | 9.9x | 12x | 0.8x |
| Sat, 09 May 2026 | ₱1.4t | ₱1.8t | ₱112.4b | 10.2x | 12.3x | 0.8x |
| Mon, 06 Apr 2026 | ₱1.4t | ₱1.7t | ₱109.2b | 9.8x | 12.5x | 0.8x |
| Wed, 04 Mar 2026 | ₱1.4t | ₱1.7t | ₱102.4b | 10.3x | 13.8x | 0.8x |
| Fri, 30 Jan 2026 | ₱1.4t | ₱1.7t | ₱102.1b | 10.6x | 13.4x | 0.8x |
| Sun, 28 Dec 2025 | ₱1.4t | ₱1.7t | ₱102.6b | 10.3x | 13.6x | 0.8x |
| Tue, 25 Nov 2025 | ₱1.4t | ₱1.7t | ₱102.5b | 10.5x | 13.5x | 0.8x |
| Thu, 23 Oct 2025 | ₱1.4t | ₱1.7t | ₱102.3b | 9.4x | 13.7x | 0.8x |
| Sat, 20 Sep 2025 | ₱1.5t | ₱1.7t | ₱102.3b | 10.1x | 14.3x | 0.9x |
| Mon, 18 Aug 2025 | ₱1.5t | ₱1.7t | ₱102.3b | 10.4x | 14.6x | 0.9x |
| Wed, 16 Jul 2025 | ₱1.5t | ₱1.7t | ₱100.3b | 10.3x | 14.9x | 0.9x |
| Fri, 13 Jun 2025 | ₱1.4t | ₱1.7t | ₱100.5b | 10.1x | 14.2x | 0.9x |
| Sun, 11 May 2025 | ₱1.4t | ₱1.7t | ₱101.1b | 9.7x | 14.3x | 0.9x |
| Tue, 08 Apr 2025 | ₱1.3t | ₱1.6t | ₱100.0b | 8.3x | 12.9x | 0.8x |
| Thu, 06 Mar 2025 | ₱1.3t | ₱1.6t | ₱98.0b | 9.3x | 13.8x | 0.8x |
| Sat, 01 Feb 2025 | ₱1.4t | ₱1.6t | ₱97.0b | 8.8x | 14x | 0.8x |
| Mon, 30 Dec 2024 | ₱1.5t | ₱1.6t | ₱97.0b | 9.6x | 15.7x | 1x |
| Wed, 27 Nov 2024 | ₱1.5t | ₱1.6t | ₱96.5b | 9.7x | 16x | 1x |
| Fri, 25 Oct 2024 | ₱1.6t | ₱1.6t | ₱95.0b | 11.6x | 17.1x | 1x |
| Sun, 22 Sep 2024 | ₱1.6t | ₱1.6t | ₱95.0b | 11.9x | 16.9x | 1x |
| Tue, 20 Aug 2024 | ₱1.5t | ₱1.6t | ₱94.9b | 11.2x | 16x | 1x |
| Thu, 18 Jul 2024 | ₱1.5t | ₱1.6t | ₱91.1b | 11.2x | 16.7x | 1x |
| Sat, 15 Jun 2024 | ₱1.5t | ₱1.6t | ₱91.2b | 11.2x | 16.4x | 1x |
| Mon, 13 May 2024 | ₱1.5t | ₱1.6t | ₱91.2b | 11.3x | 16.5x | 1x |
| Wed, 10 Apr 2024 | ₱1.5t | ₱1.5t | ₱72.7b | 13.2x | 20.3x | 1x |
| Fri, 08 Mar 2024 | ₱1.5t | ₱1.5t | ₱73.2b | 13.1x | 20.4x | 1x |
| Sun, 04 Feb 2024 | ₱1.5t | ₱1.5t | ₱73.8b | 11.9x | 20.3x | 1x |
| Tue, 02 Jan 2024 | ₱1.5t | ₱1.5t | ₱74.2b | 12.4x | 20.3x | 1x |
| Thu, 30 Nov 2023 | ₱1.5t | ₱1.5t | ₱74.6b | 13.1x | 19.9x | 1x |
| Sat, 28 Oct 2023 | ₱1.5t | ₱1.5t | ₱73.7b | 13.9x | 20.2x | 1x |
| Mon, 25 Sep 2023 | ₱1.5t | ₱1.5t | ₱73.8b | 14.7x | 20.9x | 1x |
| Wed, 23 Aug 2023 | ₱1.5t | ₱1.5t | ₱74.1b | 15.5x | 19.9x | 1x |
19.9x
Which industries have driven the changes within the Filipino Consumer Staples sector?
| PH Market | 0.61% | |
| Consumer Staples | -1.12% | |
| Food and Staples Retail | 0.24% | |
| Food | 0.11% | |
| Beverage | -5.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CNPF Century Pacific Food | ₱32.85 | 0.8% +₱885.6m | -3.4% | PE15.9x | |
| PGOLD Puregold Price Club | ₱40.95 | 0.7% +₱859.7m | -2.5% | PE9.9x | |
| URC Universal Robina | ₱62.10 | 0.4% +₱533.3m | -25.0% | PE12.3x | |
| MONDE Monde Nissin | ₱7.12 | 0.1% +₱179.7m | -1.8% | PE12.7x | |
| COSCO Cosco Capital | ₱8.31 | 0.1% +₱70.3m | 18.7% | PE5.8x |