Narrative Update • Aug 09

In the last week, the Personal Products industry is up 3.2%, with Estée Lauder Companies up 4.3%. In the same time, BellRing Brands was down 11%. In contrast, the industry has lost 11% in the last 12 months. Earnings are forecast to grow by 30% annually.
Has the U.S. Personal Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | US$87.6b | US$48.1b | US$711.1m | 15.5x | 123.1x | 1.8x |
| Wed, 08 Jul 2026 | US$86.3b | US$47.9b | US$708.8m | 19.2x | 121.7x | 1.8x |
| Fri, 05 Jun 2026 | US$76.9b | US$48.3b | US$699.1m | 16.8x | 110x | 1.6x |
| Sun, 03 May 2026 | US$78.8b | US$48.1b | US$614.4m | 22.4x | 128.3x | 1.6x |
| Tue, 31 Mar 2026 | US$73.8b | US$48.2b | US$671.5m | 20.7x | 109.9x | 1.5x |
| Thu, 26 Feb 2026 | US$98.3b | US$48.2b | US$862.3m | 22.8x | 114x | 2x |
| Sat, 24 Jan 2026 | US$97.6b | US$47.6b | US$350.1m | 22.8x | 278.8x | 2x |
| Mon, 22 Dec 2025 | US$90.9b | US$47.6b | US$351.6m | 22.8x | 258.5x | 1.9x |
| Wed, 19 Nov 2025 | US$80.6b | US$47.6b | US$558.6m | 21.7x | 144.3x | 1.7x |
| Fri, 17 Oct 2025 | US$91.0b | US$47.7b | US$307.8m | 19.1x | 295.5x | 1.9x |
| Sun, 14 Sep 2025 | US$94.1b | US$47.6b | US$304.1m | 21.2x | 309.3x | 2x |
| Tue, 12 Aug 2025 | US$98.8b | US$48.1b | US$562.3m | 20.1x | 175.8x | 2.1x |
| Thu, 10 Jul 2025 | US$98.5b | US$48.0b | US$109.5m | 18x | 899.6x | 2.1x |
| Sat, 07 Jun 2025 | US$93.8b | US$48.0b | US$127.3m | 17.2x | 737.3x | 2x |
| Mon, 05 May 2025 | US$91.3b | US$48.3b | US$374.3m | 21.2x | 244x | 1.9x |
| Wed, 02 Apr 2025 | US$91.7b | US$48.7b | US$556.6m | 24.8x | 164.7x | 1.9x |
| Fri, 28 Feb 2025 | US$95.6b | US$49.0b | US$328.5m | 26.4x | 290.9x | 2x |
| Sun, 26 Jan 2025 | US$98.5b | US$49.3b | US$1.5b | 25.5x | 66.8x | 2x |
| Tue, 24 Dec 2024 | US$98.4b | US$49.3b | US$1.5b | 27.4x | 66.7x | 2x |
| Thu, 21 Nov 2024 | US$98.2b | US$49.3b | US$1.5b | 27x | 67x | 2x |
| Sat, 19 Oct 2024 | US$103.4b | US$49.5b | US$1.6b | 26.7x | 64x | 2.1x |
| Mon, 16 Sep 2024 | US$107.3b | US$49.5b | US$1.6b | 21.6x | 65.5x | 2.2x |
| Wed, 14 Aug 2024 | US$104.3b | US$49.2b | US$1.9b | 23.5x | 55.5x | 2.1x |
| Fri, 12 Jul 2024 | US$108.2b | US$49.0b | US$2.4b | 21.4x | 44.7x | 2.2x |
| Sun, 09 Jun 2024 | US$113.5b | US$49.0b | US$2.4b | 22.6x | 46.8x | 2.3x |
| Tue, 07 May 2024 | US$118.8b | US$48.7b | US$2.7b | 23.9x | 44.2x | 2.4x |
| Thu, 04 Apr 2024 | US$127.3b | US$48.8b | US$2.5b | 25.8x | 50.2x | 2.6x |
| Sat, 02 Mar 2024 | US$129.9b | US$49.0b | US$2.5b | 30.4x | 52.8x | 2.6x |
| Mon, 29 Jan 2024 | US$125.3b | US$50.1b | US$2.6b | 27.1x | 49.1x | 2.5x |
| Wed, 27 Dec 2023 | US$128.8b | US$49.9b | US$2.6b | 24.7x | 48.9x | 2.6x |
| Fri, 24 Nov 2023 | US$111.5b | US$50.0b | US$2.6b | 21.9x | 43.1x | 2.2x |
| Sun, 22 Oct 2023 | US$115.9b | US$50.0b | US$3.3b | 22.9x | 35.4x | 2.3x |
| Tue, 19 Sep 2023 | US$132.0b | US$50.0b | US$3.3b | 21.8x | 40.2x | 2.6x |
| Thu, 17 Aug 2023 | US$136.3b | US$49.8b | US$3.0b | 20.7x | 44.7x | 2.7x |
44.7x
Which industries have driven the changes within the U.S. Consumer Staples industry?
| US Market | 2.74% | |
| Consumer Staples | 0.26% | |
| Personal Products | 3.19% | |
| Personal Products | 3.19% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EL Estée Lauder Companies | US$88.35 | 4.3% +US$1.3b | -0.9% | PS2.2x | |
| ELF e.l.f. Beauty | US$98.49 | 19.2% +US$941.1m | -11.8% | PE97.5x | |
| KVUE Kenvue | US$19.23 | 1.2% +US$437.1m | -9.4% | PE22.3x | |
| HNST Honest Company | US$5.46 | 49.0% +US$182.3m | 36.5% | PS1.7x | |
| EPC Edgewell Personal Care | US$28.38 | 2.9% +US$36.6m | 28.8% | PS0.6x |