Narrative Update • Jul 23

Over the last 7 days, the Household Products industry has dropped 2.9%, driven by a pullback from Procter & Gamble of 3.0%. The industry has fallen 7.2% in the last year. As for the next few years, earnings are expected to grow by 4.5% per annum.
Has the U.S. Household Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 25 Jul 2026 | US$420.4b | US$120.4b | US$19.5b | 20.8x | 21.5x | 3.5x |
| Mon, 22 Jun 2026 | US$420.7b | US$120.4b | US$19.5b | 20.6x | 21.5x | 3.5x |
| Wed, 20 May 2026 | US$398.9b | US$120.4b | US$19.5b | 19.4x | 20.4x | 3.3x |
| Fri, 17 Apr 2026 | US$400.0b | US$118.6b | US$19.2b | 20.2x | 20.8x | 3.4x |
| Sun, 15 Mar 2026 | US$418.3b | US$118.6b | US$19.2b | 19.3x | 21.8x | 3.5x |
| Tue, 10 Feb 2026 | US$441.5b | US$118.6b | US$19.2b | 20x | 23x | 3.7x |
| Thu, 08 Jan 2026 | US$453.7b | US$141.6b | US$22.8b | 16.4x | 19.9x | 3.2x |
| Sat, 06 Dec 2025 | US$469.0b | US$141.7b | US$22.8b | 17.3x | 20.5x | 3.3x |
| Mon, 03 Nov 2025 | US$499.8b | US$148.8b | US$23.6b | 20.7x | 21.2x | 3.4x |
| Wed, 01 Oct 2025 | US$512.8b | US$147.9b | US$23.0b | 20.2x | 22.3x | 3.5x |
| Fri, 29 Aug 2025 | US$528.5b | US$147.9b | US$23.0b | 20.6x | 23x | 3.6x |
| Sun, 27 Jul 2025 | US$449.6b | US$120.6b | US$18.9b | 22.6x | 23.8x | 3.7x |
| Tue, 24 Jun 2025 | US$456.6b | US$120.6b | US$18.9b | 20.7x | 24.2x | 3.8x |
| Thu, 22 May 2025 | US$471.9b | US$120.6b | US$18.9b | 22.2x | 25x | 3.9x |
| Sat, 19 Apr 2025 | US$485.7b | US$121.5b | US$19.0b | 18.7x | 25.5x | 4x |
| Mon, 17 Mar 2025 | US$479.9b | US$121.5b | US$19.0b | 19x | 25.2x | 4x |
| Wed, 12 Feb 2025 | US$475.2b | US$121.5b | US$19.0b | 20.1x | 25x | 3.9x |
| Fri, 10 Jan 2025 | US$463.0b | US$121.0b | US$17.9b | 22.9x | 25.9x | 3.8x |
| Sun, 08 Dec 2024 | US$495.5b | US$120.9b | US$17.9b | 25.6x | 27.7x | 4.1x |
| Tue, 05 Nov 2024 | US$473.8b | US$121.0b | US$17.9b | 17.7x | 26.4x | 3.9x |
| Thu, 03 Oct 2024 | US$516.1b | US$128.3b | US$18.7b | 21x | 27.6x | 4x |
| Sat, 31 Aug 2024 | US$507.6b | US$128.3b | US$18.7b | 21.3x | 27.1x | 4x |
| Mon, 29 Jul 2024 | US$486.4b | US$121.2b | US$18.4b | 20.9x | 26.4x | 4x |
| Wed, 26 Jun 2024 | US$485.3b | US$121.3b | US$18.0b | 25.3x | 27x | 4x |
| Fri, 24 May 2024 | US$482.7b | US$121.3b | US$18.0b | 24.1x | 26.8x | 4x |
| Sun, 21 Apr 2024 | US$526.6b | US$140.8b | US$20.1b | 24.6x | 26.2x | 3.7x |
| Tue, 19 Mar 2024 | US$534.4b | US$140.6b | US$19.7b | 25x | 27.2x | 3.8x |
| Thu, 15 Feb 2024 | US$515.9b | US$140.6b | US$19.7b | 23.9x | 26.2x | 3.7x |
| Sat, 13 Jan 2024 | US$436.1b | US$120.6b | US$17.4b | 23.8x | 25x | 3.6x |
| Mon, 11 Dec 2023 | US$419.7b | US$120.6b | US$17.4b | 22.9x | 24.1x | 3.5x |
| Wed, 08 Nov 2023 | US$432.0b | US$120.6b | US$17.3b | 23.4x | 25x | 3.6x |
| Fri, 06 Oct 2023 | US$391.4b | US$106.1b | US$15.1b | 24.5x | 25.9x | 3.7x |
| Sun, 03 Sep 2023 | US$421.5b | US$106.1b | US$15.1b | 25.4x | 27.9x | 4x |
| Tue, 01 Aug 2023 | US$407.6b | US$97.7b | US$14.8b | 26.1x | 27.6x | 4.2x |
27.6x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | -1.98% | |
| Consumer Staples | -3.72% | |
| Household Products | -2.90% | |
| Household Products | -2.90% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KMB Kimberly-Clark | US$109.70 | 1.2% +US$448.1m | -13.9% | PE21.2x | |
| ENR Energizer Holdings | US$20.96 | 3.6% +US$50.0m | -13.5% | PE7.4x | |
| ODC Oil-Dri Corporation of America | US$98.79 | 1.6% +US$22.9m | 66.8% | PE26.9x | |
| CENT Central Garden & Pet | US$43.75 | 0.3% +US$8.8m | 8.6% | PE16x | |
| SPB Spectrum Brands Holdings | US$88.81 | 0.1% +US$2.8m | 47.4% | PE16.2x |