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Thai (SET) Consumer Staples Sector Analysis
UpdatedAug 19, 2025
DataAggregated Company Financials
Companies91
- 7D-2.9%
- 3M-7.6%
- 1Y-20.6%
- YTD-16.9%
Over the last 7 days, the Consumer Staples industry has dropped 2.9%, driven by pullbacks in CP Axtra and CP ALL of 7.1% and 3.2%, respectively. In contrast, Thaifoods Group has gained 12%. Overall the industry is down 21% in 12 months. Looking forward, earnings are forecast to grow by 5.7% 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 |
|---|---|---|---|---|---|---|
| Wed, 20 Aug 2025 | ฿1.5t | ฿3.1t | ฿128.8b | 12.1x | 11.9x | 0.5x |
| Fri, 18 Jul 2025 | ฿1.5t | ฿3.1t | ฿121.6b | 11.8x | 12.7x | 0.5x |
| Sun, 15 Jun 2025 | ฿1.5t | ฿3.1t | ฿121.6b | 11.2x | 12.4x | 0.5x |
| Tue, 13 May 2025 | ฿1.7t | ฿3.0t | ฿109.2b | 11.6x | 15.6x | 0.6x |
| Thu, 10 Apr 2025 | ฿1.6t | ฿3.0t | ฿109.0b | 10.6x | 14.8x | 0.5x |
| Sat, 08 Mar 2025 | ฿1.7t | ฿3.0t | ฿109.4b | 12.3x | 15.9x | 0.6x |
| Mon, 03 Feb 2025 | ฿1.7t | ฿3.0t | ฿99.5b | 13.1x | 17.3x | 0.6x |
| Wed, 01 Jan 2025 | ฿1.8t | ฿3.0t | ฿99.5b | 13.9x | 18.6x | 0.6x |
| Fri, 29 Nov 2024 | ฿2.0t | ฿3.0t | ฿100.9b | 14.7x | 19.9x | 0.7x |
| Sun, 27 Oct 2024 | ฿2.1t | ฿3.0t | ฿86.6b | 15.6x | 24.1x | 0.7x |
| Tue, 24 Sep 2024 | ฿2.1t | ฿3.0t | ฿86.4b | 15.4x | 24.2x | 0.7x |
| Thu, 22 Aug 2024 | ฿1.9t | ฿3.0t | ฿86.1b | 15.2x | 22.6x | 0.7x |
| Sat, 20 Jul 2024 | ฿2.0t | ฿2.9t | ฿70.0b | 19.2x | 28.1x | 0.7x |
| Mon, 17 Jun 2024 | ฿1.9t | ฿2.9t | ฿69.8b | 18x | 27.4x | 0.7x |
| Wed, 15 May 2024 | ฿2.0t | ฿2.9t | ฿70.2b | 19.5x | 29x | 0.7x |
| Fri, 12 Apr 2024 | ฿1.9t | ฿2.9t | ฿62.9b | 20x | 30.8x | 0.7x |
| Sun, 10 Mar 2024 | ฿2.0t | ฿2.9t | ฿62.1b | 20.7x | 31.4x | 0.7x |
| Tue, 06 Feb 2024 | ฿1.9t | ฿2.9t | ฿62.4b | 20.9x | 30.4x | 0.7x |
| Thu, 04 Jan 2024 | ฿1.9t | ฿2.9t | ฿62.5b | 20.6x | 30.8x | 0.7x |
| Sat, 02 Dec 2023 | ฿1.9t | ฿2.9t | ฿62.4b | 20.1x | 29.8x | 0.6x |
| Mon, 30 Oct 2023 | ฿1.9t | ฿2.9t | ฿74.6b | 19.8x | 24.9x | 0.6x |
| Wed, 27 Sep 2023 | ฿2.1t | ฿2.9t | ฿74.2b | 21.5x | 27.7x | 0.7x |
| Fri, 25 Aug 2023 | ฿2.1t | ฿2.9t | ฿74.9b | 20.7x | 28.7x | 0.7x |
| Sun, 23 Jul 2023 | ฿2.1t | ฿2.9t | ฿84.0b | 21.1x | 24.6x | 0.7x |
| Tue, 20 Jun 2023 | ฿2.2t | ฿2.9t | ฿84.0b | 21.6x | 25.8x | 0.7x |
| Thu, 18 May 2023 | ฿2.2t | ฿2.9t | ฿83.1b | 20x | 26.2x | 0.8x |
| Sat, 15 Apr 2023 | ฿2.2t | ฿2.9t | ฿91.7b | 20.5x | 23.7x | 0.8x |
| Mon, 13 Mar 2023 | ฿2.2t | ฿2.9t | ฿91.2b | 19.1x | 24.7x | 0.8x |
| Wed, 08 Feb 2023 | ฿2.4t | ฿2.7t | ฿106.2b | 18.3x | 22.1x | 0.9x |
| Fri, 06 Jan 2023 | ฿2.3t | ฿2.7t | ฿106.2b | 17.8x | 22x | 0.9x |
| Sun, 04 Dec 2022 | ฿2.2t | ฿2.7t | ฿100.7b | 18.1x | 21.7x | 0.8x |
| Tue, 01 Nov 2022 | ฿2.0t | ฿2.4t | ฿76.4b | 19.9x | 26.5x | 0.8x |
| Thu, 29 Sep 2022 | ฿2.0t | ฿2.4t | ฿76.4b | 20.4x | 25.8x | 0.8x |
| Sat, 27 Aug 2022 | ฿2.1t | ฿2.4t | ฿75.8b | 19.1x | 27.1x | 0.9x |
Price to Earnings Ratio
27.1x
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 11.9x which is lower than its 3-year average PE of 23.9x.
- The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 19% per year over the last three years.
- Revenues for these companies have grown 9.1% 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 | -1.34% | |
| Consumer Staples | -2.93% | |
| Food | -0.60% | |
| Household Products | -2.50% | |
| Food and Staples Retail | -4.72% | |
| Beverage | -5.20% | |
| Personal Products | -5.94% | |
Industry PE
- Investors are most optimistic about the Beverage industry even though it's trading below its 3-year average PE ratio of 31.6x.
- Analysts are expecting annual earnings growth of 10.0%, which is higher than its past year's earnings decline of 1.1% per year.
- Investors are most pessimistic about the Food industry, which is trading below its 3-year average of 19.0x.
Forecasted Growth
- Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings decline of 2.7% per year.
- In contrast, the Food industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| TFG Thaifoods Group | ฿5.90 | 12.4% +฿3.8b | 41.1% | PE5.1x | |
| TVO Thai Vegetable Oil | ฿25.00 | 5.9% +฿1.2b | 11.6% | PE9.2x | |
| RBF R&B Food Supply | ฿4.06 | 10.3% +฿758.3m | -25.5% | PE18.4x | |
| AAI Asian Alliance International | ฿4.88 | 5.2% +฿509.0m | -20.0% | PE11.3x | |
| ICHI Ichitan Group | ฿11.60 | 2.7% +฿390.0m | -21.6% | PE12.4x |