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U.S. Consumer Staples Sector Analysis

UpdatedApr 20, 2026
DataAggregated Company Financials
Companies402
  • 7D1.5%
  • 3M2.7%
  • 1Y8.5%
  • YTD8.7%

In the last week, the Consumer Staples industry is up 1.5%, with Walmart up 2.4%. This means that the industry has gained 8.5% over the past year. 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
Tue, 21 Apr 2026US$3.4tUS$2.7tUS$100.9b21.1x33.9x1.3x
Thu, 19 Mar 2026US$3.4tUS$2.7tUS$100.6b21x34x1.3x
Sat, 14 Feb 2026US$3.6tUS$2.7tUS$101.5b23.8x35.7x1.4x
Mon, 12 Jan 2026US$3.3tUS$2.7tUS$107.8b21.8x30.5x1.2x
Wed, 10 Dec 2025US$3.4tUS$2.7tUS$110.4b21.7x30.6x1.3x
Fri, 07 Nov 2025US$3.2tUS$2.7tUS$111.5b19.4x28.4x1.2x
Sun, 05 Oct 2025US$3.2tUS$2.7tUS$110.6b21.1x29.3x1.2x
Tue, 02 Sep 2025US$3.3tUS$2.7tUS$110.0b21.9x29.9x1.2x
Thu, 31 Jul 2025US$3.2tUS$2.8tUS$106.0b21.3x30.6x1.2x
Sat, 28 Jun 2025US$3.2tUS$2.8tUS$105.1b20.5x30.4x1.2x
Mon, 26 May 2025US$3.2tUS$2.7tUS$104.5b19.8x30.9x1.2x
Wed, 23 Apr 2025US$3.2tUS$2.7tUS$107.8b20.5x29.7x1.2x
Fri, 21 Mar 2025US$3.1tUS$2.7tUS$102.8b21.1x30.3x1.2x
Sun, 16 Feb 2025US$3.3tUS$2.7tUS$105.9b20.9x31.2x1.2x
Tue, 14 Jan 2025US$3.1tUS$2.7tUS$100.8b22.2x30.7x1.2x
Thu, 12 Dec 2024US$3.3tUS$2.6tUS$101.3b23.6x32.5x1.2x
Sat, 09 Nov 2024US$3.1tUS$2.6tUS$95.6b21.3x32.8x1.2x
Mon, 07 Oct 2024US$3.2tUS$2.6tUS$101.0b21.5x31.7x1.2x
Wed, 04 Sep 2024US$3.2tUS$2.6tUS$101.7b21.7x31.5x1.2x
Fri, 02 Aug 2024US$3.0tUS$2.6tUS$104.8b21.5x28.9x1.2x
Sun, 30 Jun 2024US$3.0tUS$2.6tUS$106.9b19.9x28x1.1x
Tue, 28 May 2024US$3.0tUS$2.6tUS$105.7b20.6x28.6x1.2x
Thu, 25 Apr 2024US$3.0tUS$2.6tUS$104.2b20.3x28.9x1.1x
Sat, 23 Mar 2024US$3.1tUS$2.6tUS$110.2b20.8x27.7x1.2x
Mon, 19 Feb 2024US$2.9tUS$2.6tUS$111.9b21x26.2x1.1x
Wed, 17 Jan 2024US$2.8tUS$2.6tUS$108.4b21.3x26.2x1.1x
Fri, 15 Dec 2023US$2.8tUS$2.6tUS$104.2b21.5x26.9x1.1x
Sun, 12 Nov 2023US$2.7tUS$2.6tUS$101.1b21.4x26.7x1x
Tue, 10 Oct 2023US$2.6tUS$2.6tUS$101.1b21.7x25.5x1x
Thu, 07 Sep 2023US$2.7tUS$2.6tUS$99.8b20.7x27.5x1.1x
Sat, 05 Aug 2023US$2.8tUS$2.5tUS$97.0b23.7x29.3x1.1x
Mon, 03 Jul 2023US$2.8tUS$2.5tUS$93.3b21.5x30.2x1.1x
Wed, 31 May 2023US$2.7tUS$2.5tUS$94.7b21.3x28.9x1.1x
Fri, 28 Apr 2023US$2.9tUS$2.5tUS$94.7b20.7x30.2x1.1x
Price to Earnings Ratio

30.2x


Total Market Cap: US$2.9tTotal Earnings: US$94.7bTotal Revenue: US$2.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Staples Sector Price to Earnings3Y Average 29.9x202420252026
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 33.9x which is higher than its 3-year average PE of 29.9x.
  • 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 grown 2.0% per year over the last three years.
  • Revenues for these companies have grown 2.1% 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 U.S. Consumer Staples sector?

US Market4.02%
Consumer Staples1.52%
Food and Staples Retail2.46%
Personal Products2.32%
Household Products2.31%
Beverage0.15%
Food-0.86%
Tobacco-1.38%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 169x.
    • Analysts are expecting annual earnings growth of 29.9%, 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 25.1x.
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 6.0% 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$127.502.4%
+US$23.4b		38.0%PE46.4x
COST Costco WholesaleUS$999.891.9%
+US$8.4b		4.4%PE51.9x
PG Procter & GambleUS$146.932.3%
+US$7.8b		-11.4%PE21.1x
TGT TargetUS$127.848.4%
+US$4.5b		36.3%PE15.6x
PEP PepsiCoUS$157.671.1%
+US$2.4b		11.2%PE24.7x

Latest News

PM
US$157.55
Philip Morris International
7D
-3.2%
1Y
-2.9%
MNST
US$77.23
Monster Beverage
7D
2.7%
1Y
33.1%

Monster Beverage: Premium Valuation, But 2027 Upside Remains

Apr 20
COST
US$997.84
Costco Wholesale
7D
1.7%
1Y
4.2%

Costco: When Compounding Is Already Priced In

Apr 20
SYY
US$76.26
Sysco
7D
4.0%
1Y
6.7%
MO
US$64.61
Altria Group
7D
-3.3%
1Y
12.1%

MO: Future Returns Will Depend On Illicit Trade Progress Not Volume Stabilization

Altria's updated fair value estimate edges down from $52.11 to $51.79 per share as analysts refine their price targets around moderating cigarette volume declines, improving trends in next generation products, and ongoing efforts to address illicit trade. Analyst Commentary Recent Street research shows a mix of enthusiasm and caution on Altria Group, with several firms moving their price targets higher while still flagging meaningful execution and growth risks.
HSY
US$191.45
Hershey
7D
-3.1%
1Y
15.0%

HSY: Cocoa Cost Normalization Will Shape Future Earnings Resilience

Hershey's updated analyst price target edges lower by about $2, as analysts weigh slightly higher revenue growth and margin expectations against a modestly reduced future P/E, along with a series of recent target cuts and rating shifts across the Street. Analyst Commentary Recent Street research shows a mix of optimism and caution on Hershey, with several firms adjusting price targets higher or lower and a few making rating changes that affect how investors may think about valuation and execution risk.
PG
US$144.49
Procter & Gamble
7D
0.6%
1Y
-12.8%
PEP
US$156.99
PepsiCo
7D
0.7%
1Y
10.8%
WMT
US$127.92
Walmart
7D
2.7%
1Y
38.4%

WMT: AI Omnichannel And Advertising Profits Will Balance Rising Competitive Risks

The analyst price target for Walmart has been lifted by $17, with analysts pointing to the company's progress in tech enabled omnichannel retail, AI driven commerce initiatives, and broader digital opportunities as key supports for the higher fair value assumptions, despite only modest tweaks to revenue growth, profit margin, discount rate, and future P/E inputs. Analyst Commentary Recent research on Walmart points to an active debate around how much value to place on its tech enabled retail model, AI and automation investments, and newer profit pools such as advertising and connected TV.
STZ
US$159.82
Constellation Brands
7D
-2.9%
1Y
-14.7%

STZ: Beer Depletion Stability And Q3 Execution Will Drive Rerating Confidence

The analyst price target for Constellation Brands has shifted slightly to $219, as analysts factor in updated assumptions for modestly higher revenue growth, a lower profit margin, and a somewhat higher future P/E multiple following a series of recent price target increases and upgrades across the Street. Analyst Commentary Recent Street research shows a clear tilt toward a more constructive view on Constellation Brands, with a cluster of price target revisions and rating changes pointing to improved confidence in the company’s execution and long term earnings power.
TGT
US$130.18
Target
7D
10.4%
1Y
38.8%
COKE
US$185.99
Coca-Cola Consolidated
7D
-6.3%
1Y
36.3%
ADM
US$68.37
Archer-Daniels-Midland
7D
-2.1%
1Y
42.2%
KO
US$75.48
Coca-Cola
7D
-1.2%
1Y
3.7%
DG
US$126.46
Dollar General
7D
6.0%
1Y
32.3%

DG: Leadership Change And 2026 EPS Outlook Will Shape Fairly Balanced Risk

Analysts have kept Dollar General's fair value estimate effectively unchanged at about $116.63. This reflects only very small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions.
PPC
US$33.03
Pilgrim's Pride
7D
-7.3%
1Y
-38.4%