Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Staples Sector Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies414
  • 7D0.9%
  • 3M10.8%
  • 1Y9.6%
  • YTD12.8%

In the last week, the Consumer Staples industry is up 1.0%, with Procter & Gamble up 3.3%. This means that the industry has gained 9.5% over the past year. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

Has the U.S. Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Feb 2026US$3.6tUS$2.7tUS$100.1b23x35.5x1.3x
Sun, 25 Jan 2026US$3.4tUS$2.7tUS$107.5b21.9x31.9x1.3x
Tue, 23 Dec 2025US$3.4tUS$2.7tUS$108.2b21.8x31x1.3x
Thu, 20 Nov 2025US$3.2tUS$2.7tUS$111.2b20.8x28.6x1.2x
Sat, 18 Oct 2025US$3.3tUS$2.7tUS$112.4b20.6x29.3x1.2x
Mon, 15 Sep 2025US$3.3tUS$2.7tUS$110.4b21.3x30x1.2x
Wed, 13 Aug 2025US$3.4tUS$2.8tUS$101.9b21.8x33.3x1.2x
Fri, 11 Jul 2025US$3.2tUS$2.8tUS$104.7b21x30.8x1.2x
Sun, 08 Jun 2025US$3.2tUS$2.7tUS$104.6b21.5x30.9x1.2x
Tue, 06 May 2025US$3.2tUS$2.7tUS$106.2b20.6x30.6x1.2x
Thu, 03 Apr 2025US$3.2tUS$2.7tUS$105.4b21.1x30.5x1.2x
Sat, 01 Mar 2025US$3.3tUS$2.7tUS$103.8b20.8x31.7x1.2x
Mon, 27 Jan 2025US$3.1tUS$2.7tUS$102.6b22.1x30.7x1.2x
Wed, 25 Dec 2024US$3.2tUS$2.7tUS$101.4b22.5x31.5x1.2x
Fri, 22 Nov 2024US$3.2tUS$2.6tUS$101.1b23x31.2x1.2x
Sun, 20 Oct 2024US$3.2tUS$2.6tUS$97.3b21.9x33.2x1.2x
Tue, 17 Sep 2024US$3.3tUS$2.6tUS$102.3b21.7x31.8x1.2x
Thu, 15 Aug 2024US$3.1tUS$2.6tUS$105.1b20.6x29.1x1.2x
Sat, 13 Jul 2024US$3.0tUS$2.6tUS$107.4b20.4x28.1x1.1x
Mon, 10 Jun 2024US$3.0tUS$2.6tUS$106.3b19.1x28.4x1.2x
Wed, 08 May 2024US$3.0tUS$2.6tUS$101.9b20.4x29.4x1.1x
Fri, 05 Apr 2024US$3.0tUS$2.6tUS$103.7b20.7x28.9x1.1x
Sun, 03 Mar 2024US$3.0tUS$2.6tUS$111.4b20.8x26.9x1.1x
Tue, 30 Jan 2024US$2.9tUS$2.6tUS$110.1b21.3x26.4x1.1x
Thu, 28 Dec 2023US$2.8tUS$2.6tUS$104.5b21.8x26.9x1.1x
Sat, 25 Nov 2023US$2.7tUS$2.6tUS$102.8b21.2x26.6x1x
Mon, 23 Oct 2023US$2.6tUS$2.6tUS$100.5b20.8x25.7x1x
Wed, 20 Sep 2023US$2.8tUS$2.6tUS$99.1b22.7x28x1.1x
Fri, 18 Aug 2023US$2.8tUS$2.6tUS$97.1b20.9x29.1x1.1x
Sun, 16 Jul 2023US$2.8tUS$2.5tUS$94.2b22.2x29.8x1.1x
Tue, 13 Jun 2023US$2.8tUS$2.5tUS$93.6b21.4x29.6x1.1x
Thu, 11 May 2023US$2.9tUS$2.5tUS$95.6b20.8x30.1x1.1x
Sat, 08 Apr 2023US$2.8tUS$2.5tUS$96.9b20.4x29x1.1x
Mon, 06 Mar 2023US$2.5tUS$2.3tUS$90.5b20.5x28.1x1.1x
Price to Earnings Ratio

28.1x


Total Market Cap: US$2.5tTotal Earnings: US$90.5bTotal Revenue: US$2.3tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Staples Sector Price to Earnings3Y Average 29.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Consumer Staples industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 35.7x which is higher than its 3-year average PE of 29.6x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 3.5% 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 U.S. Consumer Staples sector?

US Market0.58%
Consumer Staples0.94%
Tobacco4.06%
Household Products2.93%
Beverage2.59%
Food0.99%
Personal Products0.31%
Food and Staples Retail-0.27%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 167x.
    • Analysts are expecting annual earnings growth of 31.0%, which is higher than its past year's earnings growth of 2.5% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 25.3x.
Forecasted Growth
  • Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings growth rate of 2.5% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 6.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PG Procter & GambleUS$163.753.3%
+US$12.1b		-4.8%PE23.5x
KO Coca-ColaUS$80.502.0%
+US$6.8b		13.6%PE26.4x
PM Philip Morris InternationalUS$187.502.2%
+US$6.2b		21.7%PE25.8x
MNST Monster BeverageUS$86.665.7%
+US$4.6b		66.9%PE49x
PEP PepsiCoUS$167.581.8%
+US$4.1b		10.2%PE27.8x

Latest News

CELH
US$54.12
Celsius Holdings
7D
22.6%
1Y
108.2%
MO
US$69.47
Altria Group
7D
2.2%
1Y
26.1%
PEP
US$167.58
PepsiCo
7D
1.8%
1Y
10.2%
PG
US$163.75
Procter & Gamble
7D
3.3%
1Y
-4.8%
KO
US$80.50
Coca-Cola
7D
2.0%
1Y
13.6%

KO: Fair Value View Will Weigh Leadership Change And Portfolio Exit Plans

The analyst price target for Coca-Cola has increased from $79.80 to $82.63. Analysts cite a positive tone from recent company presentations and broadly higher Street targets as key supports for the update.
ODD
US$13.77
Oddity Tech
7D
-55.0%
1Y
-69.5%
BG
US$119.42
Bunge Global
7D
-3.3%
1Y
63.0%

BG: Share Cancellations And Capital Plans Will Support Steady Fair Value Outlook

Analysts have kept their price target for Bunge Global steady at $126.00. This reflects largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin and future P/E in their latest models.
WMT
US$124.42
Walmart
7D
-0.4%
1Y
28.5%
TGT
US$114.79
Target
7D
-0.8%
1Y
-6.3%
CL
US$97.55
Colgate-Palmolive
7D
3.8%
1Y
8.1%

CL: 2030 Plan And Emerging Markets Will Drive Balanced 2026 Setup

Analysts have raised their implied price target for Colgate-Palmolive by about $8 to reflect higher conviction in the company’s 2030 plan, product innovation pipeline and emerging market exposure, as well as refreshed views on sector valuations. Analyst Commentary Recent research has centered on how Colgate-Palmolive’s 2030 plan, product pipeline and emerging market footprint feed into both growth potential and current valuation.
DLTR
US$126.95
Dollar Tree
7D
-5.0%
1Y
73.5%
PM
US$187.50
Philip Morris International
7D
2.2%
1Y
21.7%
ADM
US$67.42
Archer-Daniels-Midland
7D
-2.1%
1Y
44.7%

ADM: Commodity Oversupply And Mixed Agriculture Setup Will Pressure Future Returns

Analysts have slightly increased their fair value estimate for Archer Daniels Midland to $60.73 from $59.64. This change reflects a series of recent upward price target revisions in the $57 to $68 range, as they incorporate updated sector views and company specific assumptions.
BF.B
US$28.48
Brown-Forman
7D
-3.2%
1Y
-13.9%
MNST
US$86.66
Monster Beverage
7D
5.7%
1Y
66.9%

MNST: Refreshed Long Term Assumptions Suggest Steady Returns Within Current Range

Analysts have nudged their average price target for Monster Beverage slightly higher to $80.77, citing a series of recent target increases and an upgrade that reflect updated views on long term growth assumptions, profit margins, and Monster's future P/E profile. Analyst Commentary Recent research activity around Monster Beverage has centered on refreshed long term assumptions for growth, margins, and what multiple the stock might reasonably support, with several firms adjusting price targets and one issuing an upgrade.
COST
US$986.74
Costco Wholesale
7D
-0.1%
1Y
-3.4%

COST: Value Focus And Membership Model Will Balance Food Disinflation And Competition

Analysts have nudged their Costco Wholesale fair value estimate higher to about $1,048 from roughly $1,030, pointing to slightly stronger assumptions for revenue growth, profit margin and future P/E multiples, partially tempered by a modestly higher discount rate and fresh price target raises across the Street. Analyst Commentary Recent Street research around Costco Wholesale has centered on fresh price target moves and updated views on how the membership model could hold up through changing consumer trends and spending patterns.