Narrative Update • Jul 09

Over the last 7 days, the Consumer Staples industry has dropped 2.9%, driven by declines in AAK AB (publ.) and Axfood of 13% and 14%, respectively. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 7.7% annually.
Has the Swedish Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 20 Jul 2026 | SEK 344.9b | SEK 327.3b | SEK 20.2b | 20.7x | 17.1x | 1.1x |
| Wed, 17 Jun 2026 | SEK 341.9b | SEK 325.9b | SEK 20.2b | 24.1x | 16.9x | 1x |
| Fri, 15 May 2026 | SEK 344.5b | SEK 325.9b | SEK 20.2b | 21.7x | 17.1x | 1.1x |
| Sun, 12 Apr 2026 | SEK 349.1b | SEK 326.4b | SEK 20.2b | 21.7x | 17.3x | 1.1x |
| Tue, 10 Mar 2026 | SEK 351.6b | SEK 326.4b | SEK 20.2b | 21.5x | 17.4x | 1.1x |
| Thu, 05 Feb 2026 | SEK 366.1b | SEK 325.7b | SEK 20.0b | 23.9x | 18.3x | 1.1x |
| Sat, 03 Jan 2026 | SEK 349.5b | SEK 327.8b | SEK 19.3b | 20.3x | 18.1x | 1.1x |
| Mon, 01 Dec 2025 | SEK 346.4b | SEK 327.8b | SEK 19.3b | 20.2x | 17.9x | 1.1x |
| Wed, 29 Oct 2025 | SEK 347.2b | SEK 327.1b | SEK 19.2b | 24.7x | 18.1x | 1.1x |
| Fri, 26 Sep 2025 | SEK 329.9b | SEK 326.5b | SEK 19.2b | 25.6x | 17.2x | 1x |
| Sun, 24 Aug 2025 | SEK 354.8b | SEK 326.3b | SEK 19.2b | 25.3x | 18.4x | 1.1x |
| Tue, 22 Jul 2025 | SEK 338.3b | SEK 328.8b | SEK 19.4b | 24.6x | 17.4x | 1x |
| Thu, 19 Jun 2025 | SEK 345.5b | SEK 326.2b | SEK 19.5b | 24.6x | 17.7x | 1.1x |
| Sat, 17 May 2025 | SEK 356.6b | SEK 326.2b | SEK 19.5b | 24.9x | 18.2x | 1.1x |
| Mon, 14 Apr 2025 | SEK 346.3b | SEK 324.1b | SEK 18.9b | 20.3x | 18.3x | 1.1x |
| Wed, 12 Mar 2025 | SEK 371.6b | SEK 324.1b | SEK 18.9b | 21.2x | 19.6x | 1.1x |
| Fri, 07 Feb 2025 | SEK 358.3b | SEK 323.6b | SEK 18.8b | 25.2x | 19.1x | 1.1x |
| Sun, 05 Jan 2025 | SEK 375.6b | SEK 320.3b | SEK 18.7b | 24.4x | 20.1x | 1.2x |
| Tue, 03 Dec 2024 | SEK 366.9b | SEK 314.0b | SEK 18.5b | 22.4x | 19.8x | 1.2x |
| Thu, 31 Oct 2024 | SEK 369.7b | SEK 313.8b | SEK 18.4b | 21.6x | 20.1x | 1.2x |
| Sat, 28 Sep 2024 | SEK 393.8b | SEK 314.4b | SEK 16.5b | 23.5x | 23.8x | 1.3x |
| Mon, 26 Aug 2024 | SEK 377.1b | SEK 314.3b | SEK 16.5b | 22.4x | 22.8x | 1.2x |
| Wed, 24 Jul 2024 | SEK 374.5b | SEK 314.1b | SEK 16.4b | 23.3x | 22.8x | 1.2x |
| Fri, 21 Jun 2024 | SEK 359.8b | SEK 314.5b | SEK 15.3b | 24.5x | 23.5x | 1.1x |
| Sun, 19 May 2024 | SEK 357.2b | SEK 314.5b | SEK 15.3b | 23.2x | 23.4x | 1.1x |
| Tue, 16 Apr 2024 | SEK 327.7b | SEK 316.0b | SEK 15.0b | 22.4x | 21.8x | 1x |
| Thu, 14 Mar 2024 | SEK 325.2b | SEK 316.0b | SEK 15.0b | 20.8x | 21.6x | 1x |
| Sat, 10 Feb 2024 | SEK 312.1b | SEK 315.5b | SEK 15.1b | 18x | 20.7x | 1x |
| Mon, 08 Jan 2024 | SEK 320.9b | SEK 344.0b | SEK 14.1b | 18x | 22.8x | 0.9x |
| Wed, 06 Dec 2023 | SEK 321.1b | SEK 344.1b | SEK 14.1b | 15.4x | 22.8x | 0.9x |
| Fri, 03 Nov 2023 | SEK 310.6b | SEK 344.3b | SEK 14.5b | 17.6x | 21.4x | 0.9x |
| Sun, 01 Oct 2023 | SEK 292.4b | SEK 339.9b | SEK 13.6b | 17.6x | 21.5x | 0.9x |
| Tue, 29 Aug 2023 | SEK 310.0b | SEK 339.6b | SEK 13.6b | 20.1x | 22.7x | 0.9x |
| Thu, 27 Jul 2023 | SEK 317.7b | SEK 339.3b | SEK 13.6b | 19.7x | 23.4x | 0.9x |
23.4x
Which industries have driven the changes within the Swedish Consumer Staples sector?
| SE Market | 0.31% | |
| Consumer Staples | -3.21% | |
| Beverage | 1.21% | |
| Household Products | 1.11% | |
| Tobacco | 0% | 0 |
| Personal Products | -3.02% | |
| Food | -6.54% | |
| Food and Staples Retail | -11.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CLA B Cloetta | SEK 56.75 | 17.0% +SEK 2.4b | 71.1% | PE19.2x | |
| ESSITY B Essity | SEK 282.80 | 1.1% +SEK 2.1b | 15.6% | PE15.8x | |
| APOTEA Apotea | SEK 79.50 | 5.6% +SEK 437.1m | -27.0% | PE33.7x | |
| KOBR B Kopparbergs Bryggeri | SEK 117.60 | 2.6% +SEK 61.8m | 3.9% | PE15.8x | |
| SIMRIS B Simris Group | SEK 0.12 | 40.1% +SEK 45.8m | -34.0% | PS85.1x |