Narrative Update • Jun 25

Last week, the Personal Products industry hasn't moved much but Kenvue is up 4.6% in that time. Unfortunately though, the industry is down 17% over the past 12 months. As for the next few years, earnings are expected to grow by 33% 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 |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | US$83.7b | US$48.3b | US$693.8m | 18.3x | 120.6x | 1.7x |
| Mon, 25 May 2026 | US$80.8b | US$48.4b | US$752.9m | 15.7x | 107.3x | 1.7x |
| Wed, 22 Apr 2026 | US$79.3b | US$48.1b | US$614.6m | 21.9x | 129x | 1.6x |
| Fri, 20 Mar 2026 | US$80.8b | US$48.2b | US$678.5m | 21.9x | 119.1x | 1.7x |
| Sun, 15 Feb 2026 | US$93.8b | US$48.0b | US$846.8m | 22.5x | 110.8x | 2x |
| Tue, 13 Jan 2026 | US$92.8b | US$47.6b | US$350.2m | 21.9x | 264.9x | 1.9x |
| Thu, 11 Dec 2025 | US$88.8b | US$47.6b | US$351.2m | 23.3x | 252.9x | 1.9x |
| Sat, 08 Nov 2025 | US$82.5b | US$47.5b | US$491.5m | 20.6x | 167.8x | 1.7x |
| Mon, 06 Oct 2025 | US$88.1b | US$47.7b | US$307.3m | 20.4x | 286.6x | 1.8x |
| Wed, 03 Sep 2025 | US$100.8b | US$47.6b | US$303.6m | 22x | 332x | 2.1x |
| Fri, 01 Aug 2025 | US$102.6b | US$48.1b | US$109.0m | 23.4x | 940.6x | 2.1x |
| Sun, 29 Jun 2025 | US$96.7b | US$48.0b | US$109.4m | 17.5x | 883.9x | 2x |
| Tue, 27 May 2025 | US$93.8b | US$48.0b | US$113.2m | 17.4x | 828.5x | 2x |
| Thu, 24 Apr 2025 | US$85.0b | US$48.7b | US$549.4m | 21.7x | 154.7x | 1.7x |
| Sat, 22 Mar 2025 | US$91.7b | US$48.7b | US$378.1m | 28.1x | 242.6x | 1.9x |
| Mon, 17 Feb 2025 | US$90.8b | US$49.0b | US$335.8m | 23.9x | 270.3x | 1.9x |
| Wed, 15 Jan 2025 | US$95.8b | US$49.3b | US$1.5b | 27.9x | 64.9x | 1.9x |
| Fri, 13 Dec 2024 | US$103.9b | US$49.3b | US$1.5b | 29.3x | 70.3x | 2.1x |
| Sun, 10 Nov 2024 | US$98.2b | US$49.3b | US$1.5b | 27.3x | 66.8x | 2x |
| Tue, 08 Oct 2024 | US$108.0b | US$49.5b | US$1.6b | 26x | 66.8x | 2.2x |
| Thu, 05 Sep 2024 | US$109.5b | US$49.5b | US$1.6b | 21.5x | 66.8x | 2.2x |
| Sat, 03 Aug 2024 | US$106.0b | US$48.9b | US$2.5b | 22.9x | 42.9x | 2.2x |
| Mon, 01 Jul 2024 | US$111.3b | US$49.0b | US$2.4b | 21.3x | 45.9x | 2.3x |
| Wed, 29 May 2024 | US$118.1b | US$49.0b | US$2.4b | 21.6x | 48.7x | 2.4x |
| Fri, 26 Apr 2024 | US$124.6b | US$48.8b | US$2.5b | 24.4x | 49.1x | 2.6x |
| Sun, 24 Mar 2024 | US$130.8b | US$48.7b | US$2.5b | 24.6x | 52.4x | 2.7x |
| Tue, 20 Feb 2024 | US$127.8b | US$49.2b | US$2.5b | 29.8x | 51x | 2.6x |
| Thu, 18 Jan 2024 | US$122.1b | US$49.9b | US$2.6b | 27.1x | 46.1x | 2.4x |
| Sat, 16 Dec 2023 | US$127.2b | US$49.9b | US$2.6b | 27.1x | 48.3x | 2.5x |
| Mon, 13 Nov 2023 | US$106.0b | US$49.9b | US$2.7b | 25.2x | 39.5x | 2.1x |
| Wed, 11 Oct 2023 | US$118.7b | US$50.0b | US$3.3b | 24x | 36.3x | 2.4x |
| Fri, 08 Sep 2023 | US$130.0b | US$50.0b | US$3.3b | 19.8x | 39.6x | 2.6x |
| Sun, 06 Aug 2023 | US$142.8b | US$49.9b | US$3.1b | 25.9x | 46x | 2.9x |
| Tue, 04 Jul 2023 | US$154.4b | US$49.3b | US$3.1b | 22.7x | 49.2x | 3.1x |
49.2x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | -2.68% | |
| Consumer Staples | 0.21% | |
| Personal Products | 0.45% | |
| Personal Products | 0.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KVUE Kenvue | US$19.13 | 5.6% +US$1.9b | -8.4% | PE22.6x | |
| IPAR Interparfums | US$107.97 | 9.0% +US$284.4m | -18.1% | PE20.4x | |
| BRBR BellRing Brands | US$11.55 | 22.1% +US$243.0m | -80.3% | PE8.5x | |
| EPC Edgewell Personal Care | US$27.72 | 19.9% +US$212.4m | 19.2% | PS0.6x | |
| ELF e.l.f. Beauty | US$67.43 | 5.0% +US$192.0m | -46.6% | PE152.3x |