Narrative Update • Jun 29

Over the last 7 days, the Personal Products industry has risen 1.8%, driven by gains from Kenvue of 6.8%. Meanwhile, Estée Lauder Companies actually underperformed within the industry, shrinking 6.1% in the last week. In the past year, the industry is down 17%. As for the next few years, earnings are expected to grow by 32% 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 |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | US$84.1b | US$48.3b | US$693.8m | 17.2x | 121.2x | 1.7x |
| Thu, 28 May 2026 | US$80.2b | US$48.4b | US$745.2m | 17.7x | 107.7x | 1.7x |
| Sat, 25 Apr 2026 | US$78.2b | US$48.1b | US$614.7m | 22.8x | 127.2x | 1.6x |
| Mon, 23 Mar 2026 | US$80.7b | US$48.2b | US$678.5m | 21.5x | 118.9x | 1.7x |
| Wed, 18 Feb 2026 | US$93.8b | US$48.0b | US$846.4m | 22.2x | 110.8x | 2x |
| Fri, 16 Jan 2026 | US$94.6b | US$47.6b | US$350.2m | 22.4x | 270.1x | 2x |
| Sun, 14 Dec 2025 | US$90.0b | US$47.6b | US$351.1m | 23.2x | 256.2x | 1.9x |
| Tue, 11 Nov 2025 | US$83.2b | US$47.5b | US$491.9m | 21.3x | 169.1x | 1.8x |
| Thu, 09 Oct 2025 | US$90.8b | US$47.7b | US$307.8m | 20.3x | 295.1x | 1.9x |
| Sat, 06 Sep 2025 | US$99.4b | US$47.6b | US$304.2m | 22.3x | 326.6x | 2.1x |
| Mon, 04 Aug 2025 | US$100.6b | US$48.1b | US$113.4m | 19.8x | 887.4x | 2.1x |
| Wed, 02 Jul 2025 | US$96.8b | US$48.0b | US$109.4m | 18x | 885.2x | 2x |
| Fri, 30 May 2025 | US$95.3b | US$48.0b | US$128.1m | 21.8x | 743.5x | 2x |
| Sun, 27 Apr 2025 | US$86.8b | US$48.7b | US$549.8m | 21.2x | 157.9x | 1.8x |
| Tue, 25 Mar 2025 | US$91.0b | US$48.7b | US$378.1m | 28.3x | 240.6x | 1.9x |
| Thu, 20 Feb 2025 | US$90.8b | US$49.0b | US$336.6m | 24.6x | 269.8x | 1.9x |
| Sat, 18 Jan 2025 | US$98.5b | US$49.3b | US$1.5b | 26.8x | 66.7x | 2x |
| Mon, 16 Dec 2024 | US$103.5b | US$49.3b | US$1.5b | 29.1x | 70x | 2.1x |
| Wed, 13 Nov 2024 | US$99.7b | US$49.3b | US$1.5b | 26.8x | 67.8x | 2x |
| Fri, 11 Oct 2024 | US$105.7b | US$49.5b | US$1.6b | 25.6x | 65.3x | 2.1x |
| Sun, 08 Sep 2024 | US$107.3b | US$49.5b | US$1.6b | 20.8x | 65.5x | 2.2x |
| Tue, 06 Aug 2024 | US$105.2b | US$48.9b | US$2.5b | 22.4x | 42.6x | 2.2x |
| Thu, 04 Jul 2024 | US$112.9b | US$49.0b | US$2.4b | 20.8x | 46.6x | 2.3x |
| Sat, 01 Jun 2024 | US$114.9b | US$49.0b | US$2.4b | 21.8x | 47.4x | 2.3x |
| Mon, 29 Apr 2024 | US$125.7b | US$48.8b | US$2.5b | 24.6x | 49.5x | 2.6x |
| Wed, 27 Mar 2024 | US$129.1b | US$48.8b | US$2.5b | 25.7x | 51.8x | 2.6x |
| Fri, 23 Feb 2024 | US$128.7b | US$49.0b | US$2.5b | 29.6x | 51.8x | 2.6x |
| Sun, 21 Jan 2024 | US$122.5b | US$50.1b | US$2.6b | 27.1x | 48x | 2.4x |
| Tue, 19 Dec 2023 | US$127.2b | US$49.9b | US$2.6b | 27.1x | 48.3x | 2.5x |
| Thu, 16 Nov 2023 | US$111.3b | US$50.0b | US$2.6b | 23.3x | 42.7x | 2.2x |
| Sat, 14 Oct 2023 | US$115.4b | US$50.0b | US$3.3b | 23.7x | 35.2x | 2.3x |
| Mon, 11 Sep 2023 | US$129.8b | US$50.0b | US$3.3b | 19.8x | 39.6x | 2.6x |
| Wed, 09 Aug 2023 | US$141.3b | US$49.6b | US$3.0b | 25.8x | 46.9x | 2.8x |
| Fri, 07 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 | 0.31% | |
| Consumer Staples | 0.80% | |
| Personal Products | 1.75% | |
| Personal Products | 1.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KVUE Kenvue | US$19.07 | 6.8% +US$2.3b | -8.9% | PE22.6x | |
| ELF e.l.f. Beauty | US$69.91 | 10.7% +US$400.0m | -43.8% | PE157.9x | |
| IPAR Interparfums | US$109.97 | 10.6% +US$337.9m | -18.2% | PE20.8x | |
| BRBR BellRing Brands | US$12.38 | 21.7% +US$257.0m | -78.6% | PE9.1x | |
| EPC Edgewell Personal Care | US$27.78 | 22.3% +US$233.2m | 18.7% | PS0.6x |