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Thai (SET) Consumer Staples Sector Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies94
- 7D-2.4%
- 3M-6.6%
- 1Y-28.4%
- YTD-21.1%
Over the last 7 days, the Consumer Staples industry has dropped 1.9%, driven by CP Axtra declining 14%. Overall the industry is down 28% in 12 months. As for the next few years, earnings are expected to grow by 5.0% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 15 Nov 2025 | ฿1.5t | ฿3.1t | ฿129.6b | 11.6x | 11.3x | 0.5x |
| Mon, 13 Oct 2025 | ฿1.6t | ฿3.1t | ฿128.8b | 12.3x | 12.4x | 0.5x |
| Wed, 10 Sep 2025 | ฿1.6t | ฿3.1t | ฿128.8b | 12.3x | 12.6x | 0.5x |
| Fri, 08 Aug 2025 | ฿1.6t | ฿3.1t | ฿121.6b | 12.1x | 13.2x | 0.5x |
| Sun, 06 Jul 2025 | ฿1.5t | ฿3.1t | ฿121.6b | 11.8x | 12.2x | 0.5x |
| Tue, 03 Jun 2025 | ฿1.5t | ฿3.1t | ฿121.2b | 11.6x | 12.7x | 0.5x |
| Thu, 01 May 2025 | ฿1.7t | ฿3.0t | ฿108.9b | 11.9x | 15.8x | 0.6x |
| Sat, 29 Mar 2025 | ฿1.7t | ฿3.0t | ฿109.0b | 11.7x | 15.4x | 0.6x |
| Mon, 24 Feb 2025 | ฿1.7t | ฿3.0t | ฿101.8b | 12.9x | 17.2x | 0.6x |
| Wed, 22 Jan 2025 | ฿1.8t | ฿3.0t | ฿99.5b | 13.5x | 18.3x | 0.6x |
| Fri, 20 Dec 2024 | ฿1.8t | ฿3.0t | ฿100.2b | 13.8x | 18.2x | 0.6x |
| Sun, 17 Nov 2024 | ฿2.0t | ฿3.0t | ฿98.6b | 15.2x | 20.7x | 0.7x |
| Tue, 15 Oct 2024 | ฿2.1t | ฿3.0t | ฿86.6b | 15.4x | 24.2x | 0.7x |
| Thu, 12 Sep 2024 | ฿2.1t | ฿3.0t | ฿86.4b | 15.2x | 23.9x | 0.7x |
| Sat, 10 Aug 2024 | ฿1.9t | ฿3.0t | ฿73.7b | 15.9x | 26.3x | 0.7x |
| Mon, 08 Jul 2024 | ฿1.9t | ฿2.9t | ฿69.9b | 18.6x | 27.8x | 0.7x |
| Wed, 05 Jun 2024 | ฿2.0t | ฿2.9t | ฿69.7b | 18.9x | 28.3x | 0.7x |
| Fri, 03 May 2024 | ฿2.0t | ฿2.9t | ฿63.3b | 20.2x | 31.7x | 0.7x |
| Sun, 31 Mar 2024 | ฿1.9t | ฿2.9t | ฿62.1b | 20.3x | 30.5x | 0.7x |
| Tue, 27 Feb 2024 | ฿2.0t | ฿2.9t | ฿65.1b | 21.2x | 30.1x | 0.7x |
| Thu, 25 Jan 2024 | ฿1.9t | ฿2.9t | ฿62.5b | 21x | 30.1x | 0.6x |
| Sat, 23 Dec 2023 | ฿1.9t | ฿2.9t | ฿62.4b | 20.8x | 30.2x | 0.6x |
| Mon, 20 Nov 2023 | ฿1.9t | ฿2.9t | ฿60.7b | 20.5x | 31.6x | 0.7x |
| Wed, 18 Oct 2023 | ฿2.0t | ฿2.9t | ฿74.6b | 21.8x | 26.5x | 0.7x |
| Fri, 15 Sep 2023 | ฿2.2t | ฿2.9t | ฿74.2b | 22.4x | 29x | 0.7x |
| Sun, 13 Aug 2023 | ฿2.1t | ฿2.9t | ฿76.0b | 21.1x | 27x | 0.7x |
| Tue, 11 Jul 2023 | ฿2.0t | ฿2.9t | ฿84.0b | 20.9x | 24.3x | 0.7x |
| Thu, 08 Jun 2023 | ฿2.1t | ฿2.9t | ฿84.0b | 21x | 25.6x | 0.7x |
| Sat, 06 May 2023 | ฿2.1t | ฿2.9t | ฿90.5b | 19.2x | 23.6x | 0.7x |
| Mon, 03 Apr 2023 | ฿2.2t | ฿2.9t | ฿91.7b | 20.6x | 24x | 0.8x |
| Wed, 01 Mar 2023 | ฿2.3t | ฿2.8t | ฿97.6b | 19.1x | 23.5x | 0.8x |
| Fri, 27 Jan 2023 | ฿2.4t | ฿2.7t | ฿106.2b | 18.5x | 22.3x | 0.9x |
| Sun, 25 Dec 2022 | ฿2.3t | ฿2.7t | ฿106.4b | 17.5x | 21.4x | 0.8x |
| Tue, 22 Nov 2022 | ฿2.2t | ฿2.7t | ฿101.3b | 18.6x | 21.3x | 0.8x |
Price to Earnings Ratio
21.3x
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 11.3x which is lower than its 3-year average PE of 22.8x.
- The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 8.5% per year over the last three years.
- Revenues for these companies have grown 4.6% 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 | -2.59% | |
| Consumer Staples | -2.35% | |
| Beverage | 2.73% | |
| Food | 0.79% | |
| Household Products | 0% | 0 |
| Personal Products | -1.09% | |
| Food and Staples Retail | -6.07% | |
Industry PE
- Investors are most optimistic about the Beverage industry even though it's trading below its 3-year average PE ratio of 30.4x.
- Analysts are expecting annual earnings growth of 7.9%, 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 18.2x.
Forecasted Growth
- Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 12% over the next 5 years.
- This is better than its past earnings growth rate of 3.8% 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 | |
|---|---|---|---|---|---|
| CPF Charoen Pokphand Foods | ฿21.50 | 3.9% +฿6.6b | -11.9% | PE6.5x | |
| BTG Betagro | ฿17.60 | 13.5% +฿4.0b | -9.7% | PE5.1x | |
| OSP Osotspa | ฿15.70 | 5.4% +฿2.4b | -25.2% | PE13.3x | |
| TFG Thaifoods Group | ฿4.60 | 5.0% +฿1.3b | 20.4% | PE3.7x | |
| TU Thai Union Group | ฿13.80 | 2.2% +฿1.2b | -0.7% | PE11.2x |