Narrative Update • Jul 29

Over the last 7 days, the Household Products industry has dropped 1.2%, driven by Procter & Gamble declining 2.0%. Overall the industry is down 3.8% in 12 months. 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 |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | US$414.8b | US$120.7b | US$19.3b | 21.1x | 21.5x | 3.4x |
| Sun, 28 Jun 2026 | US$421.9b | US$120.4b | US$19.5b | 21.2x | 21.6x | 3.5x |
| Tue, 26 May 2026 | US$404.5b | US$120.4b | US$19.5b | 19.9x | 20.7x | 3.4x |
| Thu, 23 Apr 2026 | US$397.4b | US$118.6b | US$19.2b | 20.2x | 20.7x | 3.4x |
| Sat, 21 Mar 2026 | US$403.6b | US$118.6b | US$19.2b | 18.7x | 21x | 3.4x |
| Mon, 16 Feb 2026 | US$445.5b | US$118.6b | US$19.2b | 20.5x | 23.2x | 3.8x |
| Wed, 14 Jan 2026 | US$466.4b | US$141.6b | US$22.8b | 16.6x | 20.4x | 3.3x |
| Fri, 12 Dec 2025 | US$455.5b | US$141.6b | US$22.8b | 17.4x | 19.9x | 3.2x |
| Sun, 09 Nov 2025 | US$474.2b | US$141.7b | US$22.8b | 20.8x | 20.8x | 3.3x |
| Tue, 07 Oct 2025 | US$508.6b | US$147.9b | US$23.0b | 20.1x | 22.1x | 3.4x |
| Thu, 04 Sep 2025 | US$530.3b | US$147.9b | US$23.0b | 20.8x | 23x | 3.6x |
| Sat, 02 Aug 2025 | US$444.8b | US$128.1b | US$20.5b | 20x | 21.7x | 3.5x |
| Mon, 30 Jun 2025 | US$452.4b | US$120.6b | US$18.9b | 20.4x | 23.9x | 3.8x |
| Wed, 28 May 2025 | US$471.6b | US$120.6b | US$18.9b | 22.3x | 25x | 3.9x |
| Fri, 25 Apr 2025 | US$470.4b | US$121.2b | US$18.9b | 18.3x | 24.8x | 3.9x |
| Sun, 23 Mar 2025 | US$475.9b | US$121.5b | US$19.0b | 18.1x | 25x | 3.9x |
| Tue, 18 Feb 2025 | US$464.9b | US$121.5b | US$19.0b | 20.1x | 24.4x | 3.8x |
| Thu, 16 Jan 2025 | US$457.7b | US$121.0b | US$17.9b | 22.9x | 25.6x | 3.8x |
| Sat, 14 Dec 2024 | US$486.9b | US$121.0b | US$17.9b | 25.1x | 27.2x | 4x |
| Mon, 11 Nov 2024 | US$480.5b | US$121.0b | US$17.9b | 17.8x | 26.8x | 4x |
| Wed, 09 Oct 2024 | US$498.8b | US$128.3b | US$18.7b | 20.9x | 26.6x | 3.9x |
| Fri, 06 Sep 2024 | US$525.4b | US$128.3b | US$18.7b | 21.8x | 28.1x | 4.1x |
| Sun, 04 Aug 2024 | US$504.7b | US$128.3b | US$18.8b | 23.8x | 26.9x | 3.9x |
| Tue, 02 Jul 2024 | US$475.2b | US$121.3b | US$18.0b | 25.2x | 26.4x | 3.9x |
| Thu, 30 May 2024 | US$468.8b | US$121.3b | US$18.0b | 23.4x | 26x | 3.9x |
| Sat, 27 Apr 2024 | US$466.5b | US$121.3b | US$17.8b | 24.7x | 26.2x | 3.8x |
| Mon, 25 Mar 2024 | US$536.8b | US$140.6b | US$19.7b | 25.1x | 27.3x | 3.8x |
| Wed, 21 Feb 2024 | US$522.2b | US$140.6b | US$19.7b | 24.2x | 26.6x | 3.7x |
| Fri, 19 Jan 2024 | US$429.8b | US$120.6b | US$17.4b | 23.5x | 24.7x | 3.6x |
| Sun, 17 Dec 2023 | US$416.7b | US$120.6b | US$17.4b | 22.8x | 23.9x | 3.5x |
| Tue, 14 Nov 2023 | US$436.7b | US$120.5b | US$17.3b | 23.6x | 25.2x | 3.6x |
| Thu, 12 Oct 2023 | US$387.3b | US$106.1b | US$15.1b | 24.4x | 25.6x | 3.7x |
| Sat, 09 Sep 2023 | US$419.0b | US$106.1b | US$15.1b | 25.2x | 27.8x | 3.9x |
| Mon, 07 Aug 2023 | US$404.3b | US$98.8b | US$15.1b | 25.5x | 26.8x | 4.1x |
26.8x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | 0.50% | |
| Consumer Staples | 3.16% | |
| Household Products | -1.57% | |
| Household Products | -1.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CL Colgate-Palmolive | US$91.60 | 1.7% +US$1.2b | 9.2% | PE35.1x | |
| CLX Clorox | US$96.73 | 3.1% +US$354.3m | -23.0% | PE15.5x | |
| CHD Church & Dwight | US$97.68 | 1.5% +US$353.0m | 4.2% | PE31.6x | |
| KMB Kimberly-Clark | US$110.19 | 0.4% +US$162.7m | -15.7% | PE21.3x | |
| SPB Spectrum Brands Holdings | US$88.77 | 1.5% +US$30.8m | 65.9% | PE16.2x |