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U.S. Consumer Staples Sector Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies406
  • 7D-0.6%
  • 3M7.2%
  • 1Y13.4%
  • YTD6.5%

In the last week, Consumer Staples has been flat. As for the the longer term, the industry is up 13% over the past 12 months. Earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Apr 2026US$3.4tUS$2.7tUS$100.9b19.7x33.8x1.3x
Fri, 06 Mar 2026US$3.5tUS$2.7tUS$100.5b22.3x35x1.3x
Sun, 01 Feb 2026US$3.4tUS$2.6tUS$103.7b21.8x32.5x1.3x
Tue, 30 Dec 2025US$3.3tUS$2.7tUS$108.1b21.6x30.9x1.3x
Thu, 27 Nov 2025US$3.3tUS$2.7tUS$112.5b21.3x28.9x1.2x
Sat, 25 Oct 2025US$3.3tUS$2.7tUS$112.9b20.6x29.4x1.2x
Mon, 22 Sep 2025US$3.3tUS$2.7tUS$110.6b21.5x29.6x1.2x
Wed, 20 Aug 2025US$3.4tUS$2.8tUS$101.8b21.5x33x1.2x
Fri, 18 Jul 2025US$3.2tUS$2.8tUS$105.5b21x30.2x1.2x
Sun, 15 Jun 2025US$3.2tUS$2.8tUS$105.6b21.1x30.3x1.2x
Tue, 13 May 2025US$3.2tUS$2.7tUS$105.1b20.6x30.5x1.2x
Thu, 10 Apr 2025US$3.0tUS$2.7tUS$108.3b20.2x27.6x1.1x
Sat, 08 Mar 2025US$3.3tUS$2.7tUS$103.1b21.8x31.9x1.2x
Mon, 03 Feb 2025US$3.2tUS$2.7tUS$103.0b22.8x31.3x1.2x
Wed, 01 Jan 2025US$3.1tUS$2.7tUS$101.3b22.6x31x1.2x
Fri, 29 Nov 2024US$3.3tUS$2.6tUS$100.9b24x32.5x1.2x
Sun, 27 Oct 2024US$3.2tUS$2.6tUS$97.4b20.6x32.8x1.2x
Tue, 24 Sep 2024US$3.2tUS$2.6tUS$102.2b21.6x31.6x1.2x
Thu, 22 Aug 2024US$3.2tUS$2.6tUS$101.4b21.3x31.2x1.2x
Sat, 20 Jul 2024US$3.1tUS$2.6tUS$107.3b20.5x28.5x1.2x
Mon, 17 Jun 2024US$3.0tUS$2.6tUS$106.7b19.8x28x1.1x
Wed, 15 May 2024US$3.0tUS$2.6tUS$102.3b20.4x29.5x1.2x
Fri, 12 Apr 2024US$3.0tUS$2.6tUS$103.8b20.2x28.9x1.1x
Sun, 10 Mar 2024US$3.0tUS$2.6tUS$112.6b20.5x26.8x1.1x
Tue, 06 Feb 2024US$2.9tUS$2.6tUS$110.5b21x26.6x1.1x
Thu, 04 Jan 2024US$2.8tUS$2.6tUS$104.6b21.2x27x1.1x
Sat, 02 Dec 2023US$2.7tUS$2.6tUS$104.5b21.5x26.1x1.1x
Mon, 30 Oct 2023US$2.6tUS$2.6tUS$102.7b20.6x25.5x1x
Wed, 27 Sep 2023US$2.7tUS$2.6tUS$98.9b22.2x27.3x1.1x
Fri, 25 Aug 2023US$2.8tUS$2.6tUS$100.1b20.7x27.6x1.1x
Sun, 23 Jul 2023US$2.9tUS$2.5tUS$94.1b23x30.4x1.1x
Tue, 20 Jun 2023US$2.8tUS$2.5tUS$93.9b21.7x30.1x1.1x
Thu, 18 May 2023US$2.9tUS$2.5tUS$95.3b21.8x30x1.1x
Sat, 15 Apr 2023US$2.8tUS$2.5tUS$97.1b20x28.9x1.1x
Price to Earnings Ratio

28.9x


Total Market Cap: US$2.8tTotal Earnings: US$97.1bTotal Revenue: US$2.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Staples Sector Price to Earnings3Y Average 29.8x202420252026
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 33.8x which is higher than its 3-year average PE of 29.8x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 2.1% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Staples sector?

US Market1.21%
Consumer Staples-0.58%
Food-0.12%
Beverage-0.34%
Food and Staples Retail-0.35%
Household Products-2.10%
Personal Products-2.35%
Tobacco-6.78%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 168x.
    • Analysts are expecting annual earnings growth of 29.7%, 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 below its 3-year average of 25.2x.
Forecasted Growth
  • Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 30% 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 6.2% 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
COST Costco WholesaleUS$1.01k1.7%
+US$7.4b		11.5%PE52.6x
SYY SyscoUS$73.242.7%
+US$913.3m		7.7%PE19.5x
CART MaplebearUS$41.129.8%
+US$880.7m		10.8%PE22.6x
KHC Kraft HeinzUS$23.183.1%
+US$816.8m		-16.3%PS1.1x
STZ Constellation BrandsUS$153.832.6%
+US$664.1m		-10.0%PE24x

Latest News

PM
US$157.49
Philip Morris International
7D
-4.7%
1Y
5.5%

Philip Morris: The Market Is Underpricing The Smoke-Free Transformation

Apr 08
SYY
US$73.24
Sysco
7D
2.7%
1Y
7.7%
PEP
US$153.21
PepsiCo
7D
-0.9%
1Y
5.2%
WMT
US$122.49
Walmart
7D
-1.4%
1Y
49.8%
KHC
US$23.18
Kraft Heinz
7D
3.1%
1Y
-16.3%
MDLZ
US$57.51
Mondelez International
7D
0.8%
1Y
-13.1%
ACI
US$18.05
Albertsons Companies
7D
5.9%
1Y
-13.8%

ACI: Food Disinflation And Value Focus Will Limit Future Earnings Power

Narrative Update The analyst price target for Albertsons Companies has increased by $0.14. Analysts cite improved Q3 results, supported by digital and pharmacy growth and ongoing progress on company initiatives, as key factors behind the higher fair value estimate.
COST
US$1,013.21
Costco Wholesale
7D
1.7%
1Y
11.5%

Costco Stock Deep Dive: Vibecession Winner Or Overpriced Recession Insurance

Apr 06
PG
US$141.30
Procter & Gamble
7D
-2.2%
1Y
-10.8%

PG: Share Repurchases And Premium Portfolio Refresh Will Support Future Returns

Analysts have slightly reduced their average price target for Procter & Gamble to about $167 from $168, reflecting updated views on margins and forward P/E assumptions while keeping core growth expectations largely intact. What's in the News OLAY shared new skin aging research at the 2026 American Academy of Dermatology meeting, focusing on cell adhesion as a key factor in visible aging and applying these findings to peptide based products across the Regenerist line and the new Regenerist Treatments collection (Product announcement).
KMB
US$93.05
Kimberly-Clark
7D
-3.5%
1Y
-30.2%
KDP
US$25.47
Keurig Dr Pepper
7D
-3.3%
1Y
-24.1%

KDP: 2026 Product Lineup And JDEP Integration Will Support Upside Repricing

Analysts have lowered the blended fair value estimate for Keurig Dr Pepper by about $0.43 per share to $35.29. This reflects updated price targets that incorporate modest adjustments to growth, profitability assumptions, and future P/E expectations following recent target changes from firms including Deutsche Bank, Barclays, and Wells Fargo.
DG
US$121.21
Dollar General
7D
2.1%
1Y
38.2%
STZ
US$153.83
Constellation Brands
7D
2.6%
1Y
-10.0%

STZ: Stabilizing Beer Trends And Cautious Guidance Will Support Recovery Into 2026

Analysts have made a modest upward revision to the implied value for Constellation Brands, with the anchor price target edging from about $171 to $172 as they weigh mixed target moves across the Street, steadier beer trends, Q3 results that were better than feared, and views of the stock as a controversial recovery story that still has investor interest. Analyst Commentary Street research on Constellation Brands has been mixed, with several firms tweaking price targets around recent Q3 results and reassessing how much of a recovery is already reflected in the shares.
CART
US$41.12
Maplebear
7D
9.8%
1Y
10.8%

CART: Retail Partnerships And Data Platform Will Drive Future Upside

Analysts now hold their price target for Maplebear steady at $49.52. This reflects unchanged views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
KVUE
US$16.73
Kenvue
7D
-3.0%
1Y
-22.1%
CL
US$83.13
Colgate-Palmolive
7D
-2.5%
1Y
-6.2%

CL: 2030 Plan And Emerging Markets Execution Will Shape 2026 Setup

Colgate-Palmolive's fair value estimate edges up to $97.26 from $97.21 as analysts lift price targets toward the $100 to $105 range, citing stronger confidence in the 2030 plan, product innovation, and emerging markets execution. Analyst Commentary Recent Street research on Colgate-Palmolive clusters around higher price targets and upgraded ratings, with the fair value conversation increasingly framed around the 2030 plan, execution in emerging markets, and portfolio moves such as the exit from private label pet food.