Narrative Update • May 25

In the last week, Personal Products has been flat. Unfortunately though, the industry is down 18% over the past 12 months. Earnings are forecast to grow by 34% annually.
Has the U.S. Personal Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 30 May 2026 | US$82.8b | US$48.4b | US$758.2m | 17.3x | 109.2x | 1.7x |
| Mon, 27 Apr 2026 | US$78.8b | US$48.1b | US$614.7m | 22.8x | 128.3x | 1.6x |
| Wed, 25 Mar 2026 | US$78.8b | US$48.2b | US$678.5m | 21.4x | 116.1x | 1.6x |
| Fri, 20 Feb 2026 | US$95.9b | US$48.1b | US$858.3m | 22.7x | 111.7x | 2x |
| Sun, 18 Jan 2026 | US$94.2b | US$47.6b | US$350.2m | 22.5x | 269.1x | 2x |
| Tue, 16 Dec 2025 | US$90.0b | US$47.6b | US$351.1m | 23x | 256.3x | 1.9x |
| Thu, 13 Nov 2025 | US$84.2b | US$47.5b | US$492.4m | 21x | 171x | 1.8x |
| Sat, 11 Oct 2025 | US$92.6b | US$47.7b | US$307.9m | 20.5x | 300.8x | 1.9x |
| Mon, 08 Sep 2025 | US$96.3b | US$47.6b | US$304.2m | 22.3x | 316.6x | 2x |
| Wed, 06 Aug 2025 | US$102.7b | US$48.0b | US$104.6m | 21x | 981.4x | 2.1x |
| Fri, 04 Jul 2025 | US$101.5b | US$48.0b | US$109.4m | 18.9x | 927.7x | 2.1x |
| Sun, 01 Jun 2025 | US$97.7b | US$48.0b | US$128.5m | 22.2x | 760.5x | 2x |
| Tue, 29 Apr 2025 | US$86.8b | US$48.7b | US$549.9m | 21.1x | 157.9x | 1.8x |
| Thu, 27 Mar 2025 | US$90.4b | US$48.7b | US$451.7m | 27.4x | 200.2x | 1.9x |
| Sat, 22 Feb 2025 | US$95.1b | US$48.9b | US$313.7m | 26.7x | 303x | 1.9x |
| Mon, 20 Jan 2025 | US$97.9b | US$49.3b | US$1.5b | 26.8x | 66.4x | 2x |
| Wed, 18 Dec 2024 | US$102.8b | US$49.3b | US$1.5b | 28.4x | 69.6x | 2.1x |
| Fri, 15 Nov 2024 | US$97.1b | US$49.3b | US$1.5b | 27.8x | 66x | 2x |
| Sun, 13 Oct 2024 | US$106.9b | US$49.5b | US$1.6b | 26.6x | 66.1x | 2.2x |
| Tue, 10 Sep 2024 | US$107.1b | US$49.5b | US$1.6b | 20.5x | 65.4x | 2.2x |
| Thu, 08 Aug 2024 | US$108.9b | US$48.7b | US$2.1b | 23.4x | 52.9x | 2.2x |
| Sat, 06 Jul 2024 | US$114.4b | US$49.0b | US$2.4b | 20.7x | 47.2x | 2.3x |
| Mon, 03 Jun 2024 | US$116.8b | US$49.0b | US$2.4b | 21.8x | 48.2x | 2.4x |
| Wed, 01 May 2024 | US$123.5b | US$48.6b | US$2.5b | 24.2x | 49.3x | 2.5x |
| Fri, 29 Mar 2024 | US$133.2b | US$48.8b | US$2.5b | 25.9x | 53.5x | 2.7x |
| Sun, 25 Feb 2024 | US$130.4b | US$49.0b | US$2.5b | 29.2x | 52.5x | 2.7x |
| Tue, 23 Jan 2024 | US$123.8b | US$50.1b | US$2.6b | 27.1x | 48.5x | 2.5x |
| Thu, 21 Dec 2023 | US$131.1b | US$49.9b | US$2.6b | 24.7x | 49.8x | 2.6x |
| Sat, 18 Nov 2023 | US$112.0b | US$50.0b | US$2.6b | 21.9x | 43x | 2.2x |
| Mon, 16 Oct 2023 | US$115.4b | US$50.0b | US$3.3b | 23.7x | 35.2x | 2.3x |
| Wed, 13 Sep 2023 | US$131.3b | US$50.0b | US$3.3b | 19.7x | 40.1x | 2.6x |
| Fri, 11 Aug 2023 | US$141.4b | US$49.7b | US$3.1b | 20.2x | 46.2x | 2.8x |
| Sun, 09 Jul 2023 | US$150.1b | US$49.3b | US$3.1b | 22x | 47.9x | 3x |
| Tue, 06 Jun 2023 | US$147.4b | US$49.3b | US$3.1b | 21.7x | 47.1x | 3x |
47.1x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | 1.47% | |
| Consumer Staples | -2.70% | |
| Personal Products | 0.37% | |
| Personal Products | 0.37% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EL Estée Lauder Companies | US$88.95 | 0.7% +US$227.9m | 32.9% | PS2.2x | |
| ELF e.l.f. Beauty | US$56.00 | 5.9% +US$184.3m | -50.2% | PE126.5x | |
| COTY Coty | US$2.13 | 4.9% +US$88.0m | -56.8% | PS0.3x | |
| ODD Oddity Tech | US$13.51 | 9.7% +US$67.4m | -81.8% | PE6.9x | |
| IPAR Interparfums | US$94.37 | 1.9% +US$55.7m | -30.7% | PE17.9x |