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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 4.0%. In the last 12 months, the industry was up 9.9%. 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
Mon, 02 Mar 2026US$3.6tUS$2.7tUS$100.4b23.4x35.9x1.4x
Wed, 28 Jan 2026US$3.4tUS$2.7tUS$106.7b22x32x1.3x
Fri, 26 Dec 2025US$3.3tUS$2.7tUS$108.1b22x30.9x1.2x
Sun, 23 Nov 2025US$3.2tUS$2.7tUS$112.3b20.9x28.8x1.2x
Tue, 21 Oct 2025US$3.3tUS$2.7tUS$112.4b20.6x29.6x1.3x
Thu, 18 Sep 2025US$3.3tUS$2.7tUS$110.6b21.6x29.8x1.2x
Sat, 16 Aug 2025US$3.4tUS$2.8tUS$101.9b21.5x33x1.2x
Mon, 14 Jul 2025US$3.2tUS$2.8tUS$105.5b20.8x30.5x1.2x
Wed, 11 Jun 2025US$3.3tUS$2.8tUS$106.6b21.3x31.1x1.2x
Fri, 09 May 2025US$3.2tUS$2.7tUS$105.1b20.4x30.8x1.2x
Sun, 06 Apr 2025US$3.1tUS$2.7tUS$105.2b20.3x29.2x1.2x
Tue, 04 Mar 2025US$3.3tUS$2.7tUS$103.4b21.3x32.3x1.2x
Thu, 30 Jan 2025US$3.2tUS$2.7tUS$103.0b22.3x31.1x1.2x
Sat, 28 Dec 2024US$3.2tUS$2.7tUS$101.3b22.6x31.6x1.2x
Mon, 25 Nov 2024US$3.2tUS$2.6tUS$101.1b23.7x32.1x1.2x
Wed, 23 Oct 2024US$3.2tUS$2.6tUS$97.6b21.4x32.9x1.2x
Fri, 20 Sep 2024US$3.2tUS$2.6tUS$102.2b21.6x31.6x1.2x
Sun, 18 Aug 2024US$3.1tUS$2.6tUS$101.8b21.1x30.8x1.2x
Tue, 16 Jul 2024US$3.0tUS$2.6tUS$107.4b20.4x28.2x1.1x
Thu, 13 Jun 2024US$3.0tUS$2.6tUS$106.3b19.8x28.3x1.1x
Sat, 11 May 2024US$3.0tUS$2.6tUS$102.3b19.9x29.4x1.2x
Mon, 08 Apr 2024US$3.0tUS$2.6tUS$103.7b20.8x28.9x1.1x
Wed, 06 Mar 2024US$3.0tUS$2.6tUS$111.9b20.5x26.8x1.1x
Fri, 02 Feb 2024US$3.0tUS$2.6tUS$110.8b21.3x26.8x1.1x
Sun, 31 Dec 2023US$2.8tUS$2.6tUS$104.5b21.4x26.9x1.1x
Tue, 28 Nov 2023US$2.7tUS$2.6tUS$102.8b21x26.6x1x
Thu, 26 Oct 2023US$2.7tUS$2.6tUS$102.3b21.2x26x1x
Sat, 23 Sep 2023US$2.7tUS$2.6tUS$98.9b22.9x27.6x1.1x
Mon, 21 Aug 2023US$2.8tUS$2.6tUS$99.8b21.1x28.1x1.1x
Wed, 19 Jul 2023US$2.8tUS$2.5tUS$94.3b22.2x29.7x1.1x
Fri, 16 Jun 2023US$2.8tUS$2.5tUS$93.9b21.6x29.9x1.1x
Sun, 14 May 2023US$2.9tUS$2.5tUS$95.5b20.8x30.3x1.1x
Tue, 11 Apr 2023US$2.8tUS$2.5tUS$96.9b20.5x29.1x1.1x
Thu, 09 Mar 2023US$2.5tUS$2.3tUS$90.7b20.1x27.8x1.1x
Price to Earnings Ratio

27.8x


Total Market Cap: US$2.5tTotal Earnings: US$90.7bTotal 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 36.0x 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 3.4% 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$127.951.7%
+US$17.1b		31.1%PE46.6x
COST Costco WholesaleUS$1.01k2.6%
+US$11.3b		-3.6%PE54x
PG Procter & GambleUS$167.201.2%
+US$4.7b		-4.8%PE24x
KO Coca-ColaUS$81.561.2%
+US$4.3b		12.8%PE26.8x
CL Colgate-PalmoliveUS$99.144.3%
+US$2.8b		8.7%PE37.3x

Latest News

CL
US$99.14
Colgate-Palmolive
7D
4.3%
1Y
8.7%
MNST
US$85.30
Monster Beverage
7D
1.8%
1Y
56.1%
MO
US$69.04
Altria Group
7D
0.09%
1Y
20.5%
PEP
US$169.74
PepsiCo
7D
0.8%
1Y
8.8%
PG
US$167.20
Procter & Gamble
7D
1.2%
1Y
-4.8%
CART
US$37.51
Maplebear
7D
3.5%
1Y
-8.7%

CART: Expanding Retail Partnerships And Data Platform Will Drive Future Returns

Analysts have trimmed their price target on Maplebear by about $0.59 to reflect updated assumptions around slightly adjusted discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Maplebear completed a share repurchase of 46,729,794 shares, representing 17.67% of shares, for a total of US$1.814b under the buyback announced on June 6, 2024.
KO
US$81.56
Coca-Cola
7D
1.2%
1Y
12.8%

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$11.77
Oddity Tech
7D
-63.2%
1Y
-75.3%
WMT
US$127.95
Walmart
7D
1.7%
1Y
31.1%
KOF
US$111.15
Coca-Cola FEMSA. de
7D
-1.7%
1Y
24.7%
DLTR
US$126.48
Dollar Tree
7D
-3.0%
1Y
83.9%
PM
US$186.83
Philip Morris International
7D
-0.2%
1Y
17.7%
EL
US$109.47
Estée Lauder Companies
7D
-4.2%
1Y
52.2%
BF.B
US$28.86
Brown-Forman
7D
-3.8%
1Y
-12.8%
HSY
US$236.28
Hershey
7D
4.5%
1Y
32.4%

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.
COST
US$1,010.79
Costco Wholesale
7D
2.6%
1Y
-3.6%

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.