Narrative Update • May 26
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Thai (SET) Consumer Staples Sector Analysis
UpdatedJun 05, 2026
DataAggregated Company Financials
Companies96
- 7D-0.7%
- 3M0.1%
- 1Y-8.6%
- YTD1.3%
Over the last 7 days, the Consumer Staples industry has remained flat, although notably Carabao Group gained 3.7%. Unfortunately though, the industry is down 7.8% over the past 12 months. Earnings are forecast to grow by 7.5% 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 |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | ฿1.4t | ฿3.1t | ฿116.9b | 11.8x | 12.3x | 0.5x |
| Sun, 03 May 2026 | ฿1.4t | ฿3.1t | ฿120.6b | 11.4x | 11.8x | 0.5x |
| Tue, 31 Mar 2026 | ฿1.5t | ฿3.1t | ฿120.6b | 11.3x | 12x | 0.5x |
| Thu, 26 Feb 2026 | ฿1.5t | ฿3.1t | ฿125.8b | 12.3x | 12.3x | 0.5x |
| Sat, 24 Jan 2026 | ฿1.4t | ฿3.1t | ฿127.4b | 11.2x | 11x | 0.4x |
| Mon, 22 Dec 2025 | ฿1.4t | ฿3.1t | ฿127.3b | 11.5x | 11.2x | 0.5x |
| Wed, 19 Nov 2025 | ฿1.4t | ฿3.1t | ฿127.9b | 11.6x | 11.3x | 0.5x |
| Fri, 17 Oct 2025 | ฿1.6t | ฿3.1t | ฿128.8b | 12.3x | 12.3x | 0.5x |
| Sun, 14 Sep 2025 | ฿1.6t | ฿3.1t | ฿128.7b | 12.4x | 12.6x | 0.5x |
| Tue, 12 Aug 2025 | ฿1.6t | ฿3.1t | ฿122.3b | 12.1x | 12.9x | 0.5x |
| Thu, 10 Jul 2025 | ฿1.5t | ฿3.1t | ฿121.6b | 11.4x | 12.1x | 0.5x |
| Sat, 07 Jun 2025 | ฿1.6t | ฿3.1t | ฿121.8b | 11.6x | 12.8x | 0.5x |
| Mon, 05 May 2025 | ฿1.7t | ฿3.0t | ฿108.9b | 12x | 15.7x | 0.6x |
| Wed, 02 Apr 2025 | ฿1.7t | ฿3.0t | ฿109.0b | 11.5x | 15.2x | 0.5x |
| Fri, 28 Feb 2025 | ฿1.7t | ฿3.0t | ฿110.0b | 12.5x | 15.8x | 0.6x |
| Sun, 26 Jan 2025 | ฿1.8t | ฿3.0t | ฿99.5b | 13.6x | 18.1x | 0.6x |
| Tue, 24 Dec 2024 | ฿1.8t | ฿3.0t | ฿99.5b | 13.5x | 18.4x | 0.6x |
| Thu, 21 Nov 2024 | ฿2.0t | ฿3.0t | ฿101.4b | 14.8x | 20x | 0.7x |
| Sat, 19 Oct 2024 | ฿2.1t | ฿3.0t | ฿86.6b | 15.6x | 24.7x | 0.7x |
| Mon, 16 Sep 2024 | ฿2.1t | ฿3.0t | ฿86.4b | 15.1x | 23.9x | 0.7x |
| Wed, 14 Aug 2024 | ฿1.9t | ฿3.0t | ฿75.7b | 15.6x | 25.7x | 0.7x |
| Fri, 12 Jul 2024 | ฿2.0t | ฿2.9t | ฿69.9b | 19.5x | 28.5x | 0.7x |
| Sun, 09 Jun 2024 | ฿2.0t | ฿2.9t | ฿69.8b | 18.9x | 28.4x | 0.7x |
| Tue, 07 May 2024 | ฿2.0t | ฿2.9t | ฿63.4b | 20.2x | 31.6x | 0.7x |
| Thu, 04 Apr 2024 | ฿1.9t | ฿2.9t | ฿62.1b | 20.1x | 30.4x | 0.6x |
| Sat, 02 Mar 2024 | ฿1.9t | ฿2.9t | ฿61.4b | 20.4x | 31.5x | 0.7x |
| Mon, 29 Jan 2024 | ฿1.9t | ฿2.9t | ฿62.5b | 21x | 29.7x | 0.6x |
| Wed, 27 Dec 2023 | ฿1.9t | ฿2.9t | ฿62.5b | 20.7x | 30.4x | 0.7x |
| Fri, 24 Nov 2023 | ฿1.9t | ฿2.9t | ฿60.8b | 20.4x | 31.4x | 0.7x |
| Sun, 22 Oct 2023 | ฿1.9t | ฿2.9t | ฿74.6b | 19.9x | 24.9x | 0.6x |
| Tue, 19 Sep 2023 | ฿2.1t | ฿2.9t | ฿74.2b | 22x | 28.5x | 0.7x |
| Thu, 17 Aug 2023 | ฿2.1t | ฿2.9t | ฿75.9b | 20.9x | 27.2x | 0.7x |
| Sat, 15 Jul 2023 | ฿2.0t | ฿2.9t | ฿84.0b | 21x | 24.4x | 0.7x |
| Mon, 12 Jun 2023 | ฿2.2t | ฿2.9t | ฿84.0b | 21.2x | 25.9x | 0.7x |
Price to Earnings Ratio
25.9x
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 12.4x which is lower than its 3-year average PE of 20.4x.
- The industry is trading close to its 3-year average PS ratio of 0.59x.
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 | 1.63% | |
| Consumer Staples | -0.72% | |
| Beverage | 1.66% | |
| Household Products | 1.53% | |
| Personal Products | 0.26% | |
| Food | -0.31% | |
| Food and Staples Retail | -1.53% | |
Industry PE
- Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 19.6x.
- Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings growth of 6.4% per year.
- Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 10.7x.
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 7.2% 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 | |
|---|---|---|---|---|---|
| CBG Carabao Group | ฿42.00 | 3.7% +฿1.5b | -26.6% | PE19.4x | |
| TVO Thai Vegetable Oil | ฿26.00 | 4.0% +฿889.5m | 19.8% | PE9.8x | |
| RBF R&B Food Supply | ฿4.68 | 9.9% +฿819.2m | 11.4% | PE19.5x | |
| TU Thai Union Group | ฿11.30 | 1.8% +฿771.0m | 13.0% | PE9.3x | |
| OKJ Pluk Phak Praw Rak Mae | ฿4.06 | 34.4% +฿633.4m | -38.0% | PS0.9x |