Narrative Update • Jul 02

Over the last 7 days, the Personal Products industry has risen 4.8%, driven by gains from Estée Lauder Companies of 7.0%. Meanwhile, Glass House Brands actually underperformed within the industry, shrinking 8.4% in the last week. In contrast, the industry has lost 15% in the last 12 months. Earnings are forecast to grow by 28% annually.
Has the U.S. Personal Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | US$88.3b | US$48.3b | US$693.8m | 19.1x | 127.3x | 1.8x |
| Thu, 04 Jun 2026 | US$78.6b | US$48.3b | US$699.1m | 16.7x | 112.4x | 1.6x |
| Sat, 02 May 2026 | US$78.2b | US$48.1b | US$614.4m | 22.4x | 127.3x | 1.6x |
| Mon, 30 Mar 2026 | US$73.8b | US$48.2b | US$652.7m | 21.3x | 113x | 1.5x |
| Wed, 25 Feb 2026 | US$96.8b | US$48.1b | US$858.0m | 22.9x | 112.8x | 2x |
| Fri, 23 Jan 2026 | US$95.9b | US$47.6b | US$350.2m | 23.3x | 273.8x | 2x |
| Sun, 21 Dec 2025 | US$90.9b | US$47.6b | US$351.6m | 22.8x | 258.5x | 1.9x |
| Tue, 18 Nov 2025 | US$82.7b | US$47.5b | US$551.9m | 21.7x | 149.9x | 1.7x |
| Thu, 16 Oct 2025 | US$90.5b | US$47.7b | US$307.9m | 20.5x | 294x | 1.9x |
| Sat, 13 Sep 2025 | US$95.9b | US$47.6b | US$304.1m | 21.2x | 315.3x | 2x |
| Mon, 11 Aug 2025 | US$99.1b | US$48.1b | US$562.3m | 19.4x | 176.2x | 2.1x |
| Wed, 09 Jul 2025 | US$99.3b | US$48.0b | US$109.5m | 19.4x | 907.4x | 2.1x |
| Fri, 06 Jun 2025 | US$94.7b | US$48.0b | US$127.1m | 17x | 745.2x | 2x |
| Sun, 04 May 2025 | US$91.3b | US$48.3b | US$374.3m | 21.2x | 244x | 1.9x |
| Tue, 01 Apr 2025 | US$91.1b | US$48.7b | US$552.2m | 23.8x | 165.1x | 1.9x |
| Thu, 27 Feb 2025 | US$96.4b | US$49.0b | US$330.2m | 26.8x | 291.9x | 2x |
| Sat, 25 Jan 2025 | US$97.9b | US$49.3b | US$1.5b | 25.5x | 66.4x | 2x |
| Mon, 23 Dec 2024 | US$98.4b | US$49.3b | US$1.5b | 27.2x | 66.7x | 2x |
| Wed, 20 Nov 2024 | US$98.2b | US$49.3b | US$1.5b | 26.6x | 66.9x | 2x |
| Fri, 18 Oct 2024 | US$104.0b | US$49.5b | US$1.6b | 26.6x | 64.3x | 2.1x |
| Sun, 15 Sep 2024 | US$107.3b | US$49.5b | US$1.6b | 21.6x | 65.5x | 2.2x |
| Tue, 13 Aug 2024 | US$106.7b | US$49.2b | US$1.8b | 22.5x | 57.8x | 2.2x |
| Thu, 11 Jul 2024 | US$110.3b | US$49.0b | US$2.4b | 20.7x | 45.6x | 2.3x |
| Sat, 08 Jun 2024 | US$115.4b | US$49.0b | US$2.4b | 22.6x | 47.6x | 2.4x |
| Mon, 06 May 2024 | US$120.0b | US$48.7b | US$2.7b | 24x | 44.6x | 2.5x |
| Wed, 03 Apr 2024 | US$134.8b | US$48.8b | US$2.5b | 26.9x | 53.1x | 2.8x |
| Fri, 01 Mar 2024 | US$129.9b | US$49.0b | US$2.5b | 29.6x | 52.8x | 2.7x |
| Sun, 28 Jan 2024 | US$125.3b | US$50.1b | US$2.6b | 27.1x | 49.1x | 2.5x |
| Tue, 26 Dec 2023 | US$128.8b | US$49.9b | US$2.6b | 24.6x | 48.9x | 2.6x |
| Thu, 23 Nov 2023 | US$112.4b | US$50.0b | US$2.6b | 21.9x | 43.5x | 2.2x |
| Sat, 21 Oct 2023 | US$115.9b | US$50.0b | US$3.3b | 22.9x | 35.4x | 2.3x |
| Mon, 18 Sep 2023 | US$133.4b | US$50.0b | US$3.3b | 22.1x | 40.6x | 2.7x |
| Wed, 16 Aug 2023 | US$138.0b | US$49.8b | US$3.0b | 20.5x | 45.3x | 2.8x |
| Fri, 14 Jul 2023 | US$151.3b | US$49.3b | US$3.1b | 22.3x | 48.3x | 3.1x |
48.3x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | 0.79% | |
| Consumer Staples | -0.68% | |
| Personal Products | 4.83% | |
| Personal Products | 4.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EL Estée Lauder Companies | US$84.90 | 7.0% +US$2.0b | -1.0% | PS2.1x | |
| KVUE Kenvue | US$19.56 | 2.6% +US$940.8m | -6.4% | PE23.2x | |
| IPAR Interparfums | US$121.07 | 10.1% +US$355.5m | -11.0% | PE22.9x | |
| COTY Coty | US$2.25 | 14.8% +US$255.3m | -54.6% | PS0.3x | |
| ELF e.l.f. Beauty | US$73.49 | 5.1% +US$212.8m | -40.0% | PE166x |