Narrative Update • May 02

Last week, the Consumer Staples industry hasn't moved much but Ginebra San Miguel is up 4.0% in that time. Unfortunately though, the industry is down 3.9% over the past 12 months. Looking forward, earnings are forecast to grow by 14% annually.
Has the Filipino Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 07 May 2026 | ₱1.3t | ₱1.7t | ₱110.3b | 10.2x | 12.2x | 0.8x |
| Sat, 04 Apr 2026 | ₱1.4t | ₱1.7t | ₱109.2b | 9.8x | 12.5x | 0.8x |
| Mon, 02 Mar 2026 | ₱1.4t | ₱1.7t | ₱102.1b | 11.2x | 14.2x | 0.8x |
| Wed, 28 Jan 2026 | ₱1.4t | ₱1.7t | ₱102.1b | 10.6x | 13.6x | 0.8x |
| Fri, 26 Dec 2025 | ₱1.4t | ₱1.7t | ₱102.6b | 10.1x | 13.6x | 0.8x |
| Sun, 23 Nov 2025 | ₱1.4t | ₱1.7t | ₱102.5b | 9.9x | 13.4x | 0.8x |
| Tue, 21 Oct 2025 | ₱1.4t | ₱1.7t | ₱102.3b | 9.7x | 14x | 0.8x |
| Thu, 18 Sep 2025 | ₱1.5t | ₱1.7t | ₱102.3b | 10.1x | 14.2x | 0.9x |
| Sat, 16 Aug 2025 | ₱1.5t | ₱1.7t | ₱102.6b | 10.1x | 14.5x | 0.9x |
| Mon, 14 Jul 2025 | ₱1.5t | ₱1.7t | ₱100.5b | 10x | 14.9x | 0.9x |
| Wed, 11 Jun 2025 | ₱1.4t | ₱1.7t | ₱100.5b | 10.1x | 14.2x | 0.9x |
| Fri, 09 May 2025 | ₱1.4t | ₱1.6t | ₱100.9b | 9.7x | 14.2x | 0.9x |
| Sun, 06 Apr 2025 | ₱1.3t | ₱1.6t | ₱99.7b | 9.9x | 13.4x | 0.8x |
| Tue, 04 Mar 2025 | ₱1.3t | ₱1.6t | ₱98.0b | 9.1x | 13.6x | 0.8x |
| Thu, 30 Jan 2025 | ₱1.4t | ₱1.6t | ₱97.0b | 9.2x | 14.7x | 0.9x |
| Sat, 28 Dec 2024 | ₱1.5t | ₱1.6t | ₱97.0b | 9.6x | 15.7x | 1x |
| Mon, 25 Nov 2024 | ₱1.5t | ₱1.6t | ₱96.6b | 9.5x | 15.9x | 1x |
| Wed, 23 Oct 2024 | ₱1.6t | ₱1.6t | ₱95.0b | 11.8x | 17.4x | 1x |
| Fri, 20 Sep 2024 | ₱1.6t | ₱1.6t | ₱95.0b | 11.7x | 16.6x | 1x |
| Sun, 18 Aug 2024 | ₱1.5t | ₱1.6t | ₱94.9b | 11.2x | 15.9x | 1x |
| Tue, 16 Jul 2024 | ₱1.5t | ₱1.6t | ₱91.1b | 11.2x | 16.7x | 1x |
| Thu, 13 Jun 2024 | ₱1.5t | ₱1.6t | ₱91.2b | 11x | 16.5x | 1x |
| Sat, 11 May 2024 | ₱1.5t | ₱1.6t | ₱91.2b | 11.3x | 16.5x | 1x |
| Mon, 08 Apr 2024 | ₱1.5t | ₱1.5t | ₱72.7b | 13.1x | 20.3x | 1x |
| Wed, 06 Mar 2024 | ₱1.5t | ₱1.5t | ₱73.2b | 13.1x | 20.7x | 1x |
| Fri, 02 Feb 2024 | ₱1.5t | ₱1.5t | ₱73.8b | 12.3x | 20.1x | 1x |
| Sun, 31 Dec 2023 | ₱1.5t | ₱1.5t | ₱74.2b | 12.4x | 20.3x | 1x |
| Tue, 28 Nov 2023 | ₱1.5t | ₱1.5t | ₱74.6b | 13x | 20.3x | 1x |
| Thu, 26 Oct 2023 | ₱1.5t | ₱1.5t | ₱73.7b | 14.2x | 20.4x | 1x |
| Sat, 23 Sep 2023 | ₱1.5t | ₱1.5t | ₱73.8b | 14.7x | 20.8x | 1x |
| Mon, 21 Aug 2023 | ₱1.5t | ₱1.5t | ₱74.1b | 15.6x | 20.1x | 1x |
| Wed, 19 Jul 2023 | ₱1.6t | ₱1.5t | ₱75.6b | 13x | 20.8x | 1x |
| Fri, 16 Jun 2023 | ₱1.5t | ₱1.5t | ₱75.1b | 12.6x | 20.6x | 1x |
| Sun, 14 May 2023 | ₱1.6t | ₱1.5t | ₱74.6b | 12.9x | 21.5x | 1.1x |
21.5x
Which industries have driven the changes within the Filipino Consumer Staples sector?
| PH Market | 0.62% | |
| Consumer Staples | 0.15% | |
| Beverage | 1.54% | |
| Food and Staples Retail | 0.89% | |
| Food | -0.80% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GSMI Ginebra San Miguel | ₱278.00 | 4.0% +₱3.0b | -3.8% | PE9x | |
| EMI Emperador | ₱15.46 | 1.2% +₱2.8b | 18.2% | PE39.2x | |
| RRHI Robinsons Retail Holdings | ₱47.85 | 2.7% +₱1.3b | 19.2% | PE9.4x | |
| FB San Miguel Food and Beverage | ₱52.10 | 0.3% +₱886.4m | 1.5% | PE10.2x | |
| COSCO Cosco Capital | ₱6.70 | 1.4% +₱632.7m | 10.9% | PE5.1x |