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U.S. Consumer Staples Sector Analysis

UpdatedMar 24, 2026
DataAggregated Company Financials
Companies405
  • 7D-3.6%
  • 3M5.3%
  • 1Y8.1%
  • YTD5.2%

Over the last 7 days, the Consumer Staples industry has dropped 4.6%, driven by a pullback from Walmart of 4.2%. In contrast, Adecoagro has gained 21%. Over the past 12 months, the industry was up 7.3%. 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, 24 Mar 2026US$3.3tUS$2.7tUS$100.6b20.9x32.8x1.2x
Thu, 19 Feb 2026US$3.6tUS$2.7tUS$101.5b23.8x35.2x1.3x
Sat, 17 Jan 2026US$3.4tUS$2.7tUS$107.8b22x31.6x1.3x
Mon, 15 Dec 2025US$3.4tUS$2.7tUS$109.4b22.8x31x1.3x
Wed, 12 Nov 2025US$3.2tUS$2.7tUS$111.1b21x28.6x1.2x
Fri, 10 Oct 2025US$3.2tUS$2.7tUS$112.3b20.5x28.8x1.2x
Sun, 07 Sep 2025US$3.3tUS$2.7tUS$110.2b22x30.1x1.2x
Tue, 05 Aug 2025US$3.3tUS$2.8tUS$101.8b21.2x32.3x1.2x
Thu, 03 Jul 2025US$3.3tUS$2.8tUS$104.7b21.9x31.2x1.2x
Sat, 31 May 2025US$3.3tUS$2.7tUS$104.5b20.8x31.2x1.2x
Mon, 28 Apr 2025US$3.2tUS$2.7tUS$107.8b20.5x29.7x1.2x
Wed, 26 Mar 2025US$3.1tUS$2.7tUS$103.2b20.9x30.3x1.2x
Fri, 21 Feb 2025US$3.3tUS$2.7tUS$105.6b21.9x31.6x1.2x
Sun, 19 Jan 2025US$3.1tUS$2.7tUS$101.4b22.3x30.8x1.2x
Tue, 17 Dec 2024US$3.3tUS$2.7tUS$101.5b23.1x32.3x1.2x
Thu, 14 Nov 2024US$3.2tUS$2.6tUS$96.5b21.7x32.9x1.2x
Sat, 12 Oct 2024US$3.2tUS$2.6tUS$100.8b21.7x31.6x1.2x
Mon, 09 Sep 2024US$3.2tUS$2.6tUS$101.6b21.6x31.5x1.2x
Wed, 07 Aug 2024US$3.0tUS$2.6tUS$105.5b21x28.7x1.2x
Fri, 05 Jul 2024US$3.0tUS$2.6tUS$107.7b19.2x27.8x1.1x
Sun, 02 Jun 2024US$3.0tUS$2.6tUS$105.7b19.5x28.6x1.2x
Tue, 30 Apr 2024US$3.0tUS$2.6tUS$101.8b19.6x29x1.1x
Thu, 28 Mar 2024US$3.1tUS$2.6tUS$110.1b20.4x27.9x1.2x
Sat, 24 Feb 2024US$3.0tUS$2.6tUS$111.3b20.5x26.9x1.1x
Mon, 22 Jan 2024US$2.8tUS$2.6tUS$108.3b21.3x26x1.1x
Wed, 20 Dec 2023US$2.8tUS$2.6tUS$104.5b21.8x26.8x1.1x
Fri, 17 Nov 2023US$2.7tUS$2.6tUS$102.7b21.2x26.3x1x
Sun, 15 Oct 2023US$2.6tUS$2.6tUS$101.6b20.3x25.3x1x
Tue, 12 Sep 2023US$2.8tUS$2.6tUS$98.9b22x28.1x1.1x
Thu, 10 Aug 2023US$2.8tUS$2.5tUS$96.3b23.4x29.5x1.1x
Sat, 08 Jul 2023US$2.8tUS$2.5tUS$93.0b21.5x29.9x1.1x
Mon, 05 Jun 2023US$2.8tUS$2.5tUS$94.7b21.4x29.3x1.1x
Wed, 03 May 2023US$2.9tUS$2.5tUS$96.0b20.5x29.9x1.1x
Fri, 31 Mar 2023US$2.8tUS$2.5tUS$96.8b20.3x28.6x1.1x
Price to Earnings Ratio

28.6x


Total Market Cap: US$2.8tTotal Earnings: US$96.8bTotal 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 relatively neutral on the American Consumer Staples industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio 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 Market-1.74%
Consumer Staples-3.60%
Food-2.58%
Food and Staples Retail-3.42%
Beverage-3.71%
Household Products-4.82%
Personal Products-4.98%
Tobacco-5.36%
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 30.2%, 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 6.0% 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
AGRO AdecoagroUS$13.1921.0%
+US$326.5m		19.5%PS1.3x
STZ Constellation BrandsUS$152.461.0%
+US$249.7m		-15.4%PE23.8x
DAR Darling IngredientsUS$56.462.3%
+US$205.3m		89.0%PE142.7x
LW Lamb Weston HoldingsUS$40.872.5%
+US$138.9m		-24.2%PE14.5x
CASY Casey's General StoresUS$677.020.6%
+US$138.6m		64.1%PE38.5x

Latest News

GO
US$6.45
Grocery Outlet Holding
7D
10.3%
1Y
-47.2%
MO
US$64.39
Altria Group
7D
-4.6%
1Y
11.7%
PEP
US$150.88
PepsiCo
7D
-4.3%
1Y
3.0%

PEP: Price Cuts And 2026 Health-Focused Pipeline Will Drive Turnaround

The analyst price target for PepsiCo edges higher in this update, with the fair value estimate moving from $170.81 to $171.38 as analysts factor in company pricing actions, expected volume response, and a fuller 2026 product pipeline. Analyst Commentary Recent Street research on PepsiCo reflects a mix of optimism on pricing and product plans, alongside some caution around execution and growth targets into 2026.
PG
US$143.99
Procter & Gamble
7D
-5.3%
1Y
-13.1%

PG: Product Refresh And Buybacks Will Support Future Earnings Resilience

Analysts kept their Procter & Gamble price target steady at $168. This reflects largely unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
WMT
US$120.72
Walmart
7D
-3.5%
1Y
42.4%
DAR
US$56.46
Darling Ingredients
7D
2.3%
1Y
89.0%
OLPX
US$1.31
Olaplex Holdings
7D
4.8%
1Y
0%

OLPX: Takeover Talks And Margin Resilience Will Support Future Upside

Analysts have trimmed their average price target on Olaplex Holdings to $2.50 from $4.00. This change reflects more cautious assumptions on revenue growth and valuation multiples, even as margin expectations are adjusted upward.
STZ
US$152.46
Constellation Brands
7D
1.0%
1Y
-15.4%
AVO
US$12.66
Mission Produce
7D
7.1%
1Y
29.1%
AGRO
US$13.19
Adecoagro
7D
21.0%
1Y
19.5%
PM
US$163.24
Philip Morris International
7D
-6.6%
1Y
7.7%
CL
US$85.15
Colgate-Palmolive
7D
-5.7%
1Y
-6.3%
KO
US$75.11
Coca-Cola
7D
-3.5%
1Y
8.9%
COST
US$965.73
Costco Wholesale
7D
-3.6%
1Y
4.3%

COST: Membership Headwinds And Rich P E Will Shape Cautious Outlook

Costco Wholesale's intrinsic value estimate has been lifted by about $23 to $822.59 per share as analysts factor in higher long term price targets, supported by consistent same store sales execution, resilient traffic and ticket trends, recurring membership income growth, and views that the warehouse model remains a core holding for many portfolios despite a premium P/E multiple and membership growth headwinds flagged in some recent research. Analyst Commentary Recent research on Costco Wholesale centers on strong operational execution and consistent earnings beats, alongside ongoing debate about how much of that quality is already reflected in the share price.
CASY
US$677.02
Casey's General Stores
7D
0.6%
1Y
64.1%

CASY: Q3 Execution And Inside Margins Will Support Premium Multiple Outlook

Analysts have raised the blended price target on Casey's General Stores from about $600 to roughly $740. This reflects updated models that incorporate stronger profit margins, a higher assumed future P/E multiple, and recent research highlighting solid Q3 execution and in-store performance.
LW
US$40.87
Lamb Weston Holdings
7D
2.5%
1Y
-24.2%

LW: Activist Cost Push And Resets Will Support Undervalued Shares

Narrative Update Overview Analysts have reduced their price target on Lamb Weston Holdings by $4, lowering it to $49 from $53. They cite expectations for greater earnings pressure in the second half of the year and increased competition from export markets in India and China.