Narrative Update • May 24

In the last week, the Personal Products industry is up 5.0%, with Estée Lauder Companies up 16%. In the past year, the industry is down 15%. As for the next few years, earnings are expected to grow by 34% 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, 26 May 2026 | US$80.8b | US$48.4b | US$753.3m | 15.7x | 107.2x | 1.7x |
| Thu, 23 Apr 2026 | US$77.7b | US$48.1b | US$614.6m | 22.6x | 126.4x | 1.6x |
| Sat, 21 Mar 2026 | US$80.8b | US$48.2b | US$678.5m | 21.5x | 119.1x | 1.7x |
| Mon, 16 Feb 2026 | US$93.8b | US$48.0b | US$846.8m | 22.5x | 110.8x | 2x |
| Wed, 14 Jan 2026 | US$92.9b | US$47.6b | US$350.3m | 21.7x | 265.2x | 2x |
| Fri, 12 Dec 2025 | US$91.3b | US$47.6b | US$351.2m | 23.2x | 260x | 1.9x |
| Sun, 09 Nov 2025 | US$83.1b | US$47.5b | US$491.5m | 20.6x | 169.1x | 1.8x |
| Tue, 07 Oct 2025 | US$88.1b | US$47.7b | US$307.3m | 20.1x | 286.6x | 1.8x |
| Thu, 04 Sep 2025 | US$100.6b | US$47.6b | US$303.6m | 22.1x | 331.4x | 2.1x |
| Sat, 02 Aug 2025 | US$101.6b | US$48.1b | US$113.1m | 20.7x | 897.5x | 2.1x |
| Mon, 30 Jun 2025 | US$96.7b | US$48.0b | US$109.4m | 17.5x | 883.9x | 2x |
| Wed, 28 May 2025 | US$93.8b | US$48.0b | US$113.4m | 18.4x | 827.5x | 2x |
| Fri, 25 Apr 2025 | US$85.3b | US$48.7b | US$549.4m | 21.7x | 155.2x | 1.8x |
| Sun, 23 Mar 2025 | US$91.0b | US$48.7b | US$378.1m | 28.1x | 240.7x | 1.9x |
| Tue, 18 Feb 2025 | US$90.8b | US$49.0b | US$335.7m | 23.9x | 270.4x | 1.9x |
| Thu, 16 Jan 2025 | US$95.8b | US$49.3b | US$1.5b | 26.3x | 64.9x | 1.9x |
| Sat, 14 Dec 2024 | US$103.6b | US$49.3b | US$1.5b | 29.1x | 70.1x | 2.1x |
| Mon, 11 Nov 2024 | US$98.2b | US$49.3b | US$1.5b | 27.3x | 66.8x | 2x |
| Wed, 09 Oct 2024 | US$107.5b | US$49.5b | US$1.6b | 25.9x | 66.5x | 2.2x |
| Fri, 06 Sep 2024 | US$110.0b | US$49.5b | US$1.6b | 21x | 67.2x | 2.2x |
| Sun, 04 Aug 2024 | US$105.2b | US$48.9b | US$2.5b | 22.9x | 42.6x | 2.2x |
| Tue, 02 Jul 2024 | US$111.3b | US$49.0b | US$2.4b | 21.3x | 45.9x | 2.3x |
| Thu, 30 May 2024 | US$118.1b | US$49.0b | US$2.4b | 20.3x | 48.7x | 2.4x |
| Sat, 27 Apr 2024 | US$125.7b | US$48.8b | US$2.5b | 24.6x | 49.5x | 2.6x |
| Mon, 25 Mar 2024 | US$130.8b | US$48.8b | US$2.5b | 24.6x | 52.5x | 2.7x |
| Wed, 21 Feb 2024 | US$127.1b | US$49.2b | US$2.5b | 30.1x | 50.7x | 2.6x |
| Fri, 19 Jan 2024 | US$123.0b | US$50.1b | US$2.6b | 27.1x | 48.2x | 2.5x |
| Sun, 17 Dec 2023 | US$127.2b | US$49.9b | US$2.6b | 27.1x | 48.3x | 2.5x |
| Tue, 14 Nov 2023 | US$105.8b | US$49.9b | US$2.7b | 23.8x | 39.4x | 2.1x |
| Thu, 12 Oct 2023 | US$118.0b | US$50.0b | US$3.3b | 24.3x | 36x | 2.4x |
| Sat, 09 Sep 2023 | US$129.9b | US$50.0b | US$3.3b | 19.8x | 39.6x | 2.6x |
| Mon, 07 Aug 2023 | US$142.8b | US$49.9b | US$3.1b | 25.9x | 46x | 2.9x |
| Wed, 05 Jul 2023 | US$154.4b | US$49.3b | US$3.1b | 22.7x | 49.2x | 3.1x |
| Fri, 02 Jun 2023 | US$144.3b | US$49.0b | US$3.3b | 21.6x | 43.3x | 2.9x |
43.3x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | 1.21% | |
| Consumer Staples | -3.30% | |
| Personal Products | 5.00% | |
| Personal Products | 5.00% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EL Estée Lauder Companies | US$88.32 | 16.0% +US$4.4b | 31.7% | PS2.2x | |
| KVUE Kenvue | US$17.53 | 2.2% +US$729.6m | -26.7% | PE20.8x | |
| IPAR Interparfums | US$92.63 | 7.1% +US$196.6m | -30.5% | PE17.5x | |
| EPC Edgewell Personal Care | US$17.66 | 9.4% +US$70.0m | -35.5% | PS0.4x | |
| HLF Herbalife | US$12.43 | 2.2% +US$28.0m | 62.7% | PE5.4x |