Narrative Update • Aug 26

The Personal Products industry is up 5.5% in the last week, with Estée Lauder Companies up 10%. In contrast, the industry has lost 5.0% in the last 12 months. Looking forward, earnings are forecast to grow by 27% 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, 29 Aug 2026 | US$93.9b | US$48.3b | US$744.7m | 15.6x | 126.1x | 1.9x |
| Mon, 27 Jul 2026 | US$83.3b | US$47.9b | US$708.6m | 16x | 117.5x | 1.7x |
| Wed, 24 Jun 2026 | US$82.0b | US$48.3b | US$693.7m | 18.4x | 118.2x | 1.7x |
| Fri, 22 May 2026 | US$76.3b | US$48.4b | US$752.9m | 16.2x | 101.4x | 1.6x |
| Sun, 19 Apr 2026 | US$78.6b | US$48.1b | US$614.6m | 22.3x | 127.9x | 1.6x |
| Tue, 17 Mar 2026 | US$81.9b | US$48.2b | US$678.5m | 22.1x | 120.7x | 1.7x |
| Thu, 12 Feb 2026 | US$90.3b | US$48.1b | US$974.7m | 20x | 92.7x | 1.9x |
| Sat, 10 Jan 2026 | US$91.8b | US$47.6b | US$350.3m | 21.4x | 262.1x | 1.9x |
| Mon, 08 Dec 2025 | US$90.0b | US$47.6b | US$351.3m | 23.6x | 256.1x | 1.9x |
| Wed, 05 Nov 2025 | US$87.2b | US$47.6b | US$505.3m | 21.7x | 172.6x | 1.8x |
| Fri, 03 Oct 2025 | US$87.5b | US$47.7b | US$307.3m | 20.2x | 284.9x | 1.8x |
| Sun, 31 Aug 2025 | US$100.8b | US$47.6b | US$303.5m | 22.4x | 332.1x | 2.1x |
| Tue, 29 Jul 2025 | US$103.7b | US$48.1b | US$108.9m | 22.7x | 952x | 2.2x |
| Thu, 26 Jun 2025 | US$96.2b | US$48.0b | US$109.5m | 17.3x | 878.4x | 2x |
| Sat, 24 May 2025 | US$93.9b | US$48.0b | US$113.1m | 17.4x | 830.4x | 2x |
| Mon, 21 Apr 2025 | US$84.4b | US$48.7b | US$556.7m | 23x | 151.6x | 1.7x |
| Wed, 19 Mar 2025 | US$92.8b | US$48.6b | US$349.8m | 29.8x | 265.2x | 1.9x |
| Fri, 14 Feb 2025 | US$89.1b | US$49.0b | US$374.4m | 24x | 238x | 1.8x |
| Sun, 12 Jan 2025 | US$94.9b | US$49.3b | US$1.5b | 24.9x | 64.3x | 1.9x |
| Tue, 10 Dec 2024 | US$104.6b | US$49.3b | US$1.5b | 30.5x | 70.8x | 2.1x |
| Thu, 07 Nov 2024 | US$97.4b | US$49.2b | US$1.4b | 28.4x | 68.8x | 2x |
| Sat, 05 Oct 2024 | US$115.6b | US$49.5b | US$1.6b | 26.8x | 71.5x | 2.3x |
| Mon, 02 Sep 2024 | US$109.7b | US$49.5b | US$1.6b | 22.1x | 67x | 2.2x |
| Wed, 31 Jul 2024 | US$108.4b | US$48.9b | US$2.4b | 22.8x | 44.9x | 2.2x |
| Fri, 28 Jun 2024 | US$113.2b | US$49.0b | US$2.4b | 21.6x | 46.7x | 2.3x |
| Sun, 26 May 2024 | US$118.1b | US$49.0b | US$2.4b | 21.2x | 48.7x | 2.4x |
| Tue, 23 Apr 2024 | US$124.7b | US$48.8b | US$2.5b | 25.1x | 49.2x | 2.6x |
| Thu, 21 Mar 2024 | US$130.6b | US$48.7b | US$2.5b | 24.5x | 52x | 2.7x |
| Sat, 17 Feb 2024 | US$128.0b | US$49.2b | US$2.5b | 29.8x | 51.1x | 2.6x |
| Mon, 15 Jan 2024 | US$126.4b | US$49.9b | US$2.7b | 26.7x | 47.7x | 2.5x |
| Wed, 13 Dec 2023 | US$122.8b | US$49.9b | US$2.6b | 27.1x | 46.6x | 2.5x |
| Fri, 10 Nov 2023 | US$107.4b | US$49.9b | US$2.7b | 24.1x | 40x | 2.2x |
| Sun, 08 Oct 2023 | US$120.9b | US$50.0b | US$3.3b | 23.8x | 36.9x | 2.4x |
| Tue, 05 Sep 2023 | US$137.2b | US$50.0b | US$3.3b | 21x | 41.8x | 2.7x |
41.8x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | 1.16% | |
| Consumer Staples | -0.70% | |
| Personal Products | 5.48% | |
| Personal Products | 5.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EL Estée Lauder Companies | US$103.39 | 1.4% +US$524.6m | 12.7% | PE205.5x | |
| KVUE Kenvue | US$19.17 | 0.6% +US$211.3m | -7.4% | PE22.2x | |
| ELF e.l.f. Beauty | US$104.10 | 2.1% +US$127.5m | -16.7% | PE103.1x | |
| COTY Coty | US$2.85 | 4.0% +US$96.9m | -33.4% | PS0.4x | |
| IPAR Interparfums | US$117.78 | 1.9% +US$69.8m | 2.5% | PE22.5x |