Narrative Update • Jul 23

The Personal Products industry is up 1.0% in the last week, with Kenvue up 2.4%. However, the industry is down 17% over the past year. Looking forward, 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, 28 Jul 2026 | US$83.3b | US$47.9b | US$708.6m | 15.9x | 117.5x | 1.7x |
| Thu, 25 Jun 2026 | US$83.1b | US$48.3b | US$693.8m | 18.4x | 119.8x | 1.7x |
| Sat, 23 May 2026 | US$77.1b | US$48.4b | US$752.9m | 15.7x | 102.4x | 1.6x |
| Mon, 20 Apr 2026 | US$78.6b | US$48.1b | US$614.6m | 22.3x | 127.9x | 1.6x |
| Wed, 18 Mar 2026 | US$82.7b | US$48.2b | US$678.5m | 22x | 121.9x | 1.7x |
| Fri, 13 Feb 2026 | US$92.3b | US$48.1b | US$797.0m | 21.3x | 115.8x | 1.9x |
| Sun, 11 Jan 2026 | US$92.7b | US$47.6b | US$350.3m | 21.4x | 264.7x | 1.9x |
| Tue, 09 Dec 2025 | US$89.9b | US$47.6b | US$351.1m | 22.4x | 256.2x | 1.9x |
| Thu, 06 Nov 2025 | US$86.4b | US$47.6b | US$505.3m | 21.8x | 170.9x | 1.8x |
| Sat, 04 Oct 2025 | US$88.2b | US$47.7b | US$307.3m | 20.4x | 287.1x | 1.9x |
| Mon, 01 Sep 2025 | US$100.8b | US$47.6b | US$303.5m | 22.4x | 332.1x | 2.1x |
| Wed, 30 Jul 2025 | US$103.6b | US$48.1b | US$108.9m | 22.3x | 951.2x | 2.2x |
| Fri, 27 Jun 2025 | US$96.4b | US$48.0b | US$109.4m | 17.6x | 881.2x | 2x |
| Sun, 25 May 2025 | US$93.8b | US$48.0b | US$113.1m | 17.4x | 830.1x | 2x |
| Tue, 22 Apr 2025 | US$84.4b | US$48.7b | US$556.6m | 21.2x | 151.7x | 1.7x |
| Thu, 20 Mar 2025 | US$91.6b | US$48.6b | US$349.8m | 29.6x | 261.9x | 1.9x |
| Sat, 15 Feb 2025 | US$90.7b | US$49.0b | US$330.9m | 23.9x | 274x | 1.9x |
| Mon, 13 Jan 2025 | US$94.9b | US$49.3b | US$1.5b | 24.9x | 64.3x | 1.9x |
| Wed, 11 Dec 2024 | US$105.7b | US$49.3b | US$1.5b | 31.6x | 71.5x | 2.1x |
| Fri, 08 Nov 2024 | US$94.5b | US$49.4b | US$1.5b | 26.8x | 62.8x | 1.9x |
| Sun, 06 Oct 2024 | US$108.0b | US$49.5b | US$1.6b | 26.8x | 66.8x | 2.2x |
| Tue, 03 Sep 2024 | US$109.7b | US$49.5b | US$1.6b | 22.1x | 66.9x | 2.2x |
| Thu, 01 Aug 2024 | US$107.6b | US$48.9b | US$2.4b | 22.6x | 44.6x | 2.2x |
| Sat, 29 Jun 2024 | US$112.9b | US$49.0b | US$2.4b | 21.3x | 46.6x | 2.3x |
| Mon, 27 May 2024 | US$118.1b | US$49.0b | US$2.4b | 21.2x | 48.7x | 2.4x |
| Wed, 24 Apr 2024 | US$128.1b | US$48.8b | US$2.5b | 25.1x | 50.5x | 2.6x |
| Fri, 22 Mar 2024 | US$131.9b | US$48.7b | US$2.5b | 24.2x | 52.8x | 2.7x |
| Sun, 18 Feb 2024 | US$127.8b | US$49.2b | US$2.5b | 29.8x | 51x | 2.6x |
| Tue, 16 Jan 2024 | US$126.4b | US$49.9b | US$2.6b | 26.7x | 47.8x | 2.5x |
| Thu, 14 Dec 2023 | US$122.7b | US$49.9b | US$2.6b | 27.1x | 46.6x | 2.5x |
| Sat, 11 Nov 2023 | US$106.5b | US$49.9b | US$2.7b | 25.2x | 39.6x | 2.1x |
| Mon, 09 Oct 2023 | US$120.9b | US$50.0b | US$3.3b | 23.8x | 36.9x | 2.4x |
| Wed, 06 Sep 2023 | US$135.5b | US$50.0b | US$3.3b | 20.4x | 41.3x | 2.7x |
| Fri, 04 Aug 2023 | US$144.7b | US$49.9b | US$3.1b | 25.6x | 46.6x | 2.9x |
46.6x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | -0.74% | |
| Consumer Staples | 0.74% | |
| Personal Products | 1.01% | |
| Personal Products | 1.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KVUE Kenvue | US$19.48 | 2.4% +US$883.2m | -12.9% | PE23.1x | |
| ELF e.l.f. Beauty | US$84.01 | 5.5% +US$257.0m | -30.5% | PE188.1x | |
| BRBR BellRing Brands | US$13.07 | 7.6% +US$107.0m | -76.5% | PE9.6x | |
| COTY Coty | US$2.72 | 0.7% +US$17.6m | -47.2% | PS0.4x | |
| IPAR Interparfums | US$124.70 | 0.2% +US$9.6m | -0.3% | PE23.6x |