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U.S. Consumer Staples Sector Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies413
  • 7D2.7%
  • 3M12.9%
  • 1Y9.9%
  • YTD14.8%

The Consumer Staples industry is up 2.7% in the last week, with Walmart up 1.0%. This means that the industry has gained 9.9% over the past year. 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
Tue, 03 Mar 2026US$3.6tUS$2.7tUS$100.4b23.4x35.9x1.4x
Thu, 29 Jan 2026US$3.4tUS$2.7tUS$106.6b21.7x32.1x1.3x
Sat, 27 Dec 2025US$3.3tUS$2.7tUS$108.1b21.9x30.9x1.2x
Mon, 24 Nov 2025US$3.2tUS$2.7tUS$112.3b20.9x28.8x1.2x
Wed, 22 Oct 2025US$3.3tUS$2.7tUS$112.9b20.7x29.4x1.3x
Fri, 19 Sep 2025US$3.3tUS$2.7tUS$110.6b21.4x30x1.2x
Sun, 17 Aug 2025US$3.4tUS$2.8tUS$101.9b21.5x32.9x1.2x
Tue, 15 Jul 2025US$3.2tUS$2.8tUS$105.5b20.8x30.5x1.2x
Thu, 12 Jun 2025US$3.3tUS$2.8tUS$106.6b21.4x31.2x1.2x
Sat, 10 May 2025US$3.2tUS$2.7tUS$105.1b20.7x30.7x1.2x
Mon, 07 Apr 2025US$3.1tUS$2.7tUS$105.2b20.3x29.2x1.2x
Wed, 05 Mar 2025US$3.3tUS$2.7tUS$103.1b21.2x32.4x1.2x
Fri, 31 Jan 2025US$3.2tUS$2.7tUS$103.0b22.6x31.2x1.2x
Sun, 29 Dec 2024US$3.2tUS$2.7tUS$101.3b22.6x31.4x1.2x
Tue, 26 Nov 2024US$3.2tUS$2.6tUS$101.1b23.4x32.1x1.2x
Thu, 24 Oct 2024US$3.2tUS$2.6tUS$97.4b21.3x33x1.2x
Sat, 21 Sep 2024US$3.2tUS$2.6tUS$102.2b21.4x31.5x1.2x
Mon, 19 Aug 2024US$3.1tUS$2.6tUS$101.8b21x30.8x1.2x
Wed, 17 Jul 2024US$3.0tUS$2.6tUS$107.4b20.5x28x1.1x
Fri, 14 Jun 2024US$3.0tUS$2.6tUS$106.3b19.8x28.1x1.1x
Sun, 12 May 2024US$3.0tUS$2.6tUS$102.3b20x29.6x1.2x
Tue, 09 Apr 2024US$3.0tUS$2.6tUS$103.6b20.7x28.9x1.1x
Thu, 07 Mar 2024US$3.0tUS$2.6tUS$111.9b20.5x26.9x1.1x
Sat, 03 Feb 2024US$3.0tUS$2.6tUS$111.1b21.1x26.7x1.1x
Mon, 01 Jan 2024US$2.8tUS$2.6tUS$104.5b21.4x26.9x1.1x
Wed, 29 Nov 2023US$2.7tUS$2.6tUS$102.8b21.2x26.5x1x
Fri, 27 Oct 2023US$2.7tUS$2.6tUS$102.6b20.6x25.9x1x
Sun, 24 Sep 2023US$2.7tUS$2.6tUS$98.9b22.9x27.6x1.1x
Tue, 22 Aug 2023US$2.8tUS$2.6tUS$99.8b21.2x28.1x1.1x
Thu, 20 Jul 2023US$2.8tUS$2.5tUS$94.3b22.5x30x1.1x
Sat, 17 Jun 2023US$2.8tUS$2.5tUS$93.9b21.7x30.1x1.1x
Mon, 15 May 2023US$2.9tUS$2.5tUS$95.5b20.8x30.3x1.1x
Wed, 12 Apr 2023US$2.8tUS$2.5tUS$96.9b20.6x29.1x1.1x
Fri, 10 Mar 2023US$2.5tUS$2.3tUS$90.5b20x27.6x1.1x
Price to Earnings Ratio

27.6x


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 35.9x 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 1.4x.
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 Market-0.57%
Consumer Staples2.73%
Household Products3.63%
Food and Staples Retail3.01%
Food2.62%
Beverage2.31%
Tobacco1.32%
Personal Products-2.29%
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 31.6%, 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 32% 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
WMT WalmartUS$127.101.0%
+US$10.3b		30.2%PE46.3x
COST Costco WholesaleUS$1.00k1.7%
+US$7.4b		-4.2%PE53.6x
HSY HersheyUS$235.694.3%
+US$1.9b		32.0%PE54.1x
COKE Coca-Cola ConsolidatedUS$206.3811.4%
+US$1.4b		46.7%PE24.1x
PRMB Primo BrandsUS$22.8320.1%
+US$1.3b		-31.4%PE103.2x

Latest News

MNST
US$81.06
Monster Beverage
7D
-4.3%
1Y
46.9%
EL
US$100.19
Estée Lauder Companies
7D
-11.4%
1Y
42.8%

EL: Lower Margin Outlook And Guidance Will Pressure Shares

Analysts have slightly increased their fair value estimate for Estée Lauder Companies from about $73.73 to around $74.37, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Balmain Beauty, part of Estée Lauder Companies, introduced Destin de Balmain, a refillable prestige fragrance described as a bold, floral fruity eau de parfum available globally in multiple bottle sizes including 10 ml travel spray and 30 ml, 50 ml, 100 ml, and 150 ml bottles (company announcement).
COST
US$1,002.77
Costco Wholesale
7D
1.7%
1Y
-4.2%

Costco Wholesale Corp. (COST): The Ultimate Membership Flywheel – Scaling 145 Million Members

Costco (COST) enters March 2026 as one of the most resilient "all-weather" stocks in the retail sector, trading at $1,011.17 following a 2.5% rally on February 27. The company has successfully navigated the high-inflation environment of the past two years, leveraging its bulk-buying power to maintain its "industry-leading pricing" advantage.
PRMB
US$22.83
Primo Brands
7D
20.1%
1Y
-31.4%
PEP
US$167.28
PepsiCo
7D
-0.6%
1Y
7.2%
PG
US$163.51
Procter & Gamble
7D
-1.0%
1Y
-6.9%
KO
US$80.22
Coca-Cola
7D
-0.4%
1Y
10.9%

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$12.31
Oddity Tech
7D
-58.8%
1Y
-72.9%
COKE
US$206.38
Coca-Cola Consolidated
7D
11.4%
1Y
46.7%
WMT
US$127.10
Walmart
7D
1.0%
1Y
30.2%
KOF
US$109.92
Coca-Cola FEMSA. de
7D
3.2%
1Y
26.3%
DLTR
US$119.88
Dollar Tree
7D
-8.1%
1Y
74.3%
PM
US$183.82
Philip Morris International
7D
-1.8%
1Y
15.8%
ADM
US$69.61
Archer-Daniels-Midland
7D
2.8%
1Y
49.4%

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.
HSY
US$235.69
Hershey
7D
4.3%
1Y
32.0%

HSY: Easing Cocoa Costs Will Support Reinvestment And Future Earnings Power

Our fair value estimate for Hershey has been updated to $267 from $224, reflecting a series of higher analyst price targets that cite easing cocoa costs, tariff relief, and increased flexibility to reinvest in growth. Analyst Commentary Recent Street research on Hershey has tilted clearly bullish, with a cluster of higher price targets and at least one rating upgrade as cocoa and tariff headwinds ease.
JBS
US$16.89
JBS
7D
4.6%
1Y
n/a