Narrative Update • Jun 04

Over the last 7 days, the Personal Products industry has dropped 2.4%, driven by Estée Lauder Companies declining 6.1%. The industry has fallen 18% in the last year. 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 |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | US$77.4b | US$48.3b | US$699.1m | 17.3x | 110.7x | 1.6x |
| Tue, 05 May 2026 | US$78.8b | US$48.0b | US$729.8m | 22.4x | 108x | 1.6x |
| Thu, 02 Apr 2026 | US$75.0b | US$48.2b | US$669.7m | 21.4x | 112x | 1.6x |
| Sat, 28 Feb 2026 | US$96.2b | US$48.2b | US$839.5m | 21x | 114.6x | 2x |
| Mon, 26 Jan 2026 | US$97.2b | US$47.6b | US$350.1m | 22.8x | 277.5x | 2x |
| Wed, 24 Dec 2025 | US$90.9b | US$47.6b | US$351.4m | 22.7x | 258.5x | 1.9x |
| Fri, 21 Nov 2025 | US$79.8b | US$47.6b | US$558.0m | 21.6x | 143x | 1.7x |
| Sun, 19 Oct 2025 | US$91.3b | US$47.7b | US$307.9m | 20.2x | 296.5x | 1.9x |
| Tue, 16 Sep 2025 | US$94.1b | US$47.6b | US$304.0m | 21.4x | 309.4x | 2x |
| Thu, 14 Aug 2025 | US$101.7b | US$48.1b | US$562.2m | 21x | 180.9x | 2.1x |
| Sat, 12 Jul 2025 | US$99.1b | US$48.0b | US$109.5m | 17.8x | 905.6x | 2.1x |
| Mon, 09 Jun 2025 | US$94.7b | US$48.0b | US$127.3m | 17.2x | 743.8x | 2x |
| Wed, 07 May 2025 | US$90.5b | US$48.3b | US$375.0m | 21.9x | 241.3x | 1.9x |
| Fri, 04 Apr 2025 | US$93.2b | US$48.7b | US$556.6m | 22.7x | 167.5x | 1.9x |
| Sun, 02 Mar 2025 | US$95.4b | US$49.0b | US$328.5m | 26.9x | 290.4x | 1.9x |
| Tue, 28 Jan 2025 | US$98.5b | US$49.3b | US$1.5b | 26.1x | 66.8x | 2x |
| Thu, 26 Dec 2024 | US$98.5b | US$49.3b | US$1.5b | 27.8x | 66.7x | 2x |
| Sat, 23 Nov 2024 | US$100.3b | US$49.3b | US$1.5b | 28.5x | 68.1x | 2x |
| Mon, 21 Oct 2024 | US$103.5b | US$49.5b | US$1.6b | 26.7x | 64x | 2.1x |
| Wed, 18 Sep 2024 | US$107.3b | US$49.5b | US$1.6b | 21.8x | 65.5x | 2.2x |
| Fri, 16 Aug 2024 | US$106.9b | US$49.2b | US$2.0b | 18x | 54x | 2.2x |
| Sun, 14 Jul 2024 | US$111.6b | US$49.0b | US$2.4b | 21.5x | 46.1x | 2.3x |
| Tue, 11 Jun 2024 | US$113.0b | US$49.0b | US$2.4b | 23.3x | 46.6x | 2.3x |
| Thu, 09 May 2024 | US$120.1b | US$48.9b | US$2.5b | 24.8x | 49x | 2.5x |
| Sat, 06 Apr 2024 | US$126.0b | US$48.8b | US$2.5b | 25.8x | 49.7x | 2.6x |
| Mon, 04 Mar 2024 | US$130.4b | US$49.0b | US$2.5b | 30.4x | 53x | 2.7x |
| Wed, 31 Jan 2024 | US$127.7b | US$50.1b | US$2.6b | 27.1x | 50.1x | 2.5x |
| Fri, 29 Dec 2023 | US$129.7b | US$49.9b | US$2.6b | 23.9x | 49.3x | 2.6x |
| Sun, 26 Nov 2023 | US$114.8b | US$49.9b | US$2.6b | 24x | 44.1x | 2.3x |
| Tue, 24 Oct 2023 | US$115.8b | US$50.0b | US$3.3b | 23.6x | 35.4x | 2.3x |
| Thu, 21 Sep 2023 | US$126.9b | US$50.0b | US$3.3b | 23.5x | 38.6x | 2.5x |
| Sat, 19 Aug 2023 | US$134.8b | US$49.8b | US$3.0b | 21.2x | 44.3x | 2.7x |
| Mon, 17 Jul 2023 | US$150.3b | US$49.3b | US$3.1b | 22x | 47.9x | 3x |
| Wed, 14 Jun 2023 | US$147.0b | US$49.3b | US$3.1b | 21.6x | 46.9x | 3x |
46.9x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | -2.90% | |
| Consumer Staples | 0.94% | |
| Personal Products | -2.42% | |
| Personal Products | -2.42% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KVUE Kenvue | US$17.71 | 2.5% +US$825.6m | -18.5% | PE21x | |
| EPC Edgewell Personal Care | US$19.87 | 13.4% +US$108.3m | -26.6% | PS0.4x | |
| WALD Waldencast | US$1.72 | 39.8% +US$57.9m | -29.8% | PS0.7x | |
| BRBR BellRing Brands | US$8.77 | 4.9% +US$47.7m | -85.6% | PE6.4x | |
| LFVN LifeVantage | US$9.97 | 26.7% +US$26.5m | -20.4% | PE21.9x |