Narrative Update • Jun 26
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Thai (SET) Consumer Staples Sector Analysis
UpdatedJul 21, 2026
DataAggregated Company Financials
Companies96
- 7D0.9%
- 3M5.6%
- 1Y-1.9%
- YTD7.9%
In the last week, the Consumer Staples industry is flat overall, with Carabao Group standing out by going down 4.6%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 7.4% annually.
Sector Valuation and Performance
Has the Thai Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | ฿1.5t | ฿3.1t | ฿117.0b | 12.5x | 13.1x | 0.5x |
| Thu, 18 Jun 2026 | ฿1.4t | ฿3.1t | ฿117.1b | 12.2x | 12.4x | 0.5x |
| Sat, 16 May 2026 | ฿1.4t | ฿3.1t | ฿118.6b | 11.5x | 12.1x | 0.5x |
| Mon, 13 Apr 2026 | ฿1.5t | ฿3.1t | ฿120.6b | 11.2x | 12.3x | 0.5x |
| Wed, 11 Mar 2026 | ฿1.4t | ฿3.1t | ฿121.0b | 11.6x | 11.8x | 0.5x |
| Fri, 06 Feb 2026 | ฿1.4t | ฿3.1t | ฿127.4b | 11.4x | 11.3x | 0.5x |
| Sun, 04 Jan 2026 | ฿1.4t | ฿3.1t | ฿127.3b | 11.5x | 11.2x | 0.5x |
| Tue, 02 Dec 2025 | ฿1.4t | ฿3.1t | ฿128.0b | 11.8x | 11.2x | 0.5x |
| Thu, 30 Oct 2025 | ฿1.5t | ฿3.1t | ฿128.8b | 11.6x | 11.7x | 0.5x |
| Sat, 27 Sep 2025 | ฿1.6t | ฿3.1t | ฿128.7b | 12.3x | 12.5x | 0.5x |
| Mon, 25 Aug 2025 | ฿1.5t | ฿3.1t | ฿128.8b | 12x | 11.9x | 0.5x |
| Wed, 23 Jul 2025 | ฿1.5t | ฿3.1t | ฿121.6b | 11.8x | 12.6x | 0.5x |
| Fri, 20 Jun 2025 | ฿1.4t | ฿3.1t | ฿121.6b | 10.9x | 11.6x | 0.5x |
| Sun, 18 May 2025 | ฿1.7t | ฿3.1t | ฿120.6b | 11.7x | 13.8x | 0.5x |
| Tue, 15 Apr 2025 | ฿1.7t | ฿3.0t | ฿109.0b | 11x | 15.2x | 0.5x |
| Thu, 13 Mar 2025 | ฿1.7t | ฿3.0t | ฿109.0b | 12.1x | 15.5x | 0.6x |
| Sat, 08 Feb 2025 | ฿1.6t | ฿3.0t | ฿99.6b | 12.7x | 16.6x | 0.5x |
| Mon, 06 Jan 2025 | ฿1.8t | ฿3.0t | ฿99.5b | 13.9x | 18.5x | 0.6x |
| Wed, 04 Dec 2024 | ฿2.0t | ฿3.0t | ฿100.1b | 14.7x | 20.5x | 0.7x |
| Fri, 01 Nov 2024 | ฿2.1t | ฿3.0t | ฿86.6b | 15.5x | 23.8x | 0.7x |
| Sun, 29 Sep 2024 | ฿2.1t | ฿3.0t | ฿86.4b | 15.5x | 24.3x | 0.7x |
| Tue, 27 Aug 2024 | ฿2.0t | ฿3.0t | ฿86.1b | 15.2x | 23.1x | 0.7x |
| Thu, 25 Jul 2024 | ฿1.9t | ฿2.9t | ฿70.0b | 18.5x | 27.5x | 0.7x |
| Sat, 22 Jun 2024 | ฿1.9t | ฿2.9t | ฿69.9b | 18.7x | 27.3x | 0.6x |
| Mon, 20 May 2024 | ฿2.0t | ฿2.9t | ฿69.5b | 19.3x | 28.9x | 0.7x |
| Wed, 17 Apr 2024 | ฿1.9t | ฿2.9t | ฿62.9b | 20x | 30.8x | 0.7x |
| Fri, 15 Mar 2024 | ฿1.9t | ฿2.9t | ฿62.1b | 20.6x | 31.3x | 0.7x |
| Sun, 11 Feb 2024 | ฿1.9t | ฿2.9t | ฿61.7b | 21x | 30.7x | 0.7x |
| Tue, 09 Jan 2024 | ฿1.9t | ฿2.9t | ฿62.5b | 20.6x | 30.8x | 0.7x |
| Thu, 07 Dec 2023 | ฿1.9t | ฿2.9t | ฿62.4b | 20.1x | 30.1x | 0.6x |
| Sat, 04 Nov 2023 | ฿1.9t | ฿2.9t | ฿73.7b | 21.4x | 26.1x | 0.7x |
| Mon, 02 Oct 2023 | ฿2.0t | ฿2.9t | ฿74.6b | 21.5x | 27.3x | 0.7x |
| Wed, 30 Aug 2023 | ฿2.2t | ฿2.9t | ฿74.9b | 21.7x | 29x | 0.7x |
| Fri, 28 Jul 2023 | ฿2.1t | ฿2.9t | ฿84.0b | 21x | 24.6x | 0.7x |
Price to Earnings Ratio
24.6x
Current Industry PE
- Investors are pessimistic on the Thai Consumer Staples industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 13.1x which is lower than its 3-year average PE of 19.8x.
- The industry is trading close to its 3-year average PS ratio of 0.58x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 12% per year over the last three years.
- Revenues for these companies have grown 2.5% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Thai Consumer Staples sector?
| TH Market | 1.08% | |
| Consumer Staples | 0.88% | |
| Food and Staples Retail | 1.68% | |
| Food | 0.50% | |
| Personal Products | 0.093% | |
| Household Products | 0% | 0 |
| Beverage | -1.04% | |
Industry PE
- Investors are most optimistic about the Beverage industry even though it's trading below its 3-year average PE ratio of 24.8x.
- Analysts are expecting annual earnings growth of 8.2%, which is higher than its past year's earnings decline of 2.7% per year.
- Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 10.6x.
Forecasted Growth
- Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 21% over the next 5 years.
- This is better than its past earnings growth rate of 6.4% per year.
- In contrast, the Food and Staples Retail industry is expected to see its earnings grow by 7.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CPALL CP ALL | ฿47.25 | 2.2% +฿8.9b | 1.1% | PE14.4x | |
| CPF Charoen Pokphand Foods | ฿22.60 | 2.7% +฿4.9b | -0.9% | PE9x | |
| ITC i-Tail Corporation | ฿16.50 | 3.1% +฿1.5b | 34.1% | PE15.6x | |
| CPAXT CP Axtra | ฿15.00 | 0.7% +฿1.0b | -23.9% | PE16.5x | |
| BJC Berli Jucker | ฿14.90 | 1.4% +฿801.6m | -23.6% | PE15x |