Narrative Update • Jul 02

Over the last 7 days, the Personal Products industry has risen 5.2%, driven by gains in Kenvue and Estée Lauder Companies of 3.7% and 3.9%, respectively. However, the industry is down 16% over the past year. As for the next few years, earnings are expected to grow by 28% per annum.
Has the U.S. Personal Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | US$88.3b | US$48.3b | US$693.7m | 19x | 127.3x | 1.8x |
| Wed, 03 Jun 2026 | US$79.8b | US$48.3b | US$699.0m | 17.4x | 114.2x | 1.7x |
| Fri, 01 May 2026 | US$77.0b | US$48.1b | US$614.6m | 21.8x | 125.2x | 1.6x |
| Sun, 29 Mar 2026 | US$73.8b | US$48.2b | US$652.7m | 21.3x | 113x | 1.5x |
| Tue, 24 Feb 2026 | US$97.3b | US$48.1b | US$858.3m | 22.8x | 113.4x | 2x |
| Thu, 22 Jan 2026 | US$94.8b | US$47.6b | US$350.1m | 23.2x | 270.6x | 2x |
| Sat, 20 Dec 2025 | US$90.8b | US$47.6b | US$351.6m | 22.8x | 258.4x | 1.9x |
| Mon, 17 Nov 2025 | US$82.7b | US$47.5b | US$552.2m | 21.5x | 149.8x | 1.7x |
| Wed, 15 Oct 2025 | US$89.8b | US$47.7b | US$308.0m | 20.3x | 291.7x | 1.9x |
| Fri, 12 Sep 2025 | US$94.8b | US$47.6b | US$304.0m | 21.5x | 311.8x | 2x |
| Sun, 10 Aug 2025 | US$98.8b | US$48.1b | US$562.3m | 19.4x | 175.7x | 2.1x |
| Tue, 08 Jul 2025 | US$101.5b | US$48.0b | US$109.5m | 18.7x | 926.8x | 2.1x |
| Thu, 05 Jun 2025 | US$95.4b | US$48.0b | US$127.2m | 17.5x | 750.2x | 2x |
| Sat, 03 May 2025 | US$90.2b | US$48.3b | US$374.3m | 21.2x | 241.1x | 1.9x |
| Mon, 31 Mar 2025 | US$91.1b | US$48.7b | US$552.2m | 23.6x | 165x | 1.9x |
| Wed, 26 Feb 2025 | US$96.4b | US$48.9b | US$328.4m | 27.6x | 293.5x | 2x |
| Fri, 24 Jan 2025 | US$97.7b | US$49.3b | US$1.5b | 24.8x | 66.3x | 2x |
| Sun, 22 Dec 2024 | US$98.4b | US$49.3b | US$1.5b | 27.2x | 66.7x | 2x |
| Tue, 19 Nov 2024 | US$98.0b | US$49.3b | US$1.5b | 26.6x | 66.8x | 2x |
| Thu, 17 Oct 2024 | US$104.4b | US$49.5b | US$1.6b | 26.7x | 64.5x | 2.1x |
| Sat, 14 Sep 2024 | US$106.2b | US$49.5b | US$1.6b | 21.6x | 64.8x | 2.1x |
| Mon, 12 Aug 2024 | US$106.7b | US$49.2b | US$1.8b | 23.1x | 57.8x | 2.2x |
| Wed, 10 Jul 2024 | US$111.4b | US$49.0b | US$2.4b | 21.1x | 46x | 2.3x |
| Fri, 07 Jun 2024 | US$115.8b | US$49.0b | US$2.4b | 22.7x | 47.8x | 2.4x |
| Sun, 05 May 2024 | US$120.0b | US$48.7b | US$2.7b | 24x | 44.7x | 2.5x |
| Tue, 02 Apr 2024 | US$136.6b | US$48.8b | US$2.5b | 26.9x | 54.1x | 2.8x |
| Thu, 29 Feb 2024 | US$130.5b | US$49.0b | US$2.5b | 30.4x | 52.7x | 2.7x |
| Sat, 27 Jan 2024 | US$123.5b | US$50.1b | US$2.6b | 27.1x | 48.4x | 2.5x |
| Mon, 25 Dec 2023 | US$128.8b | US$49.9b | US$2.6b | 24.6x | 48.9x | 2.6x |
| Wed, 22 Nov 2023 | US$113.1b | US$50.0b | US$2.6b | 21.9x | 43.8x | 2.3x |
| Fri, 20 Oct 2023 | US$117.1b | US$50.0b | US$3.3b | 23x | 35.8x | 2.3x |
| Sun, 17 Sep 2023 | US$130.4b | US$50.0b | US$3.3b | 20.5x | 39.7x | 2.6x |
| Tue, 15 Aug 2023 | US$139.2b | US$49.8b | US$3.1b | 20.4x | 45.5x | 2.8x |
| Thu, 13 Jul 2023 | US$150.4b | US$49.3b | US$3.1b | 22.6x | 48x | 3.1x |
48x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | 1.63% | |
| Consumer Staples | -0.21% | |
| Personal Products | 5.16% | |
| Personal Products | 5.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KVUE Kenvue | US$19.83 | 3.7% +US$1.3b | -5.8% | PE23.5x | |
| EL Estée Lauder Companies | US$83.71 | 3.9% +US$1.1b | -5.6% | PS2x | |
| ELF e.l.f. Beauty | US$76.42 | 13.3% +US$534.4m | -41.7% | PE172.6x | |
| IPAR Interparfums | US$119.39 | 10.6% +US$365.7m | -13.8% | PE22.6x | |
| SLBT SL Science Holding | US$5.99 | 59.7% +US$362.0m | -41.4% | n/a |