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U.S. Consumer Staples Sector Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies409
  • 7D-0.7%
  • 3M7.4%
  • 1Y11.0%
  • YTD9.4%

Over the last 7 days, the Consumer Staples industry has remained flat. As for the the longer term, the industry is up 11% over the past 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Sector Valuation and Performance

Has the U.S. Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Mar 2026US$3.4tUS$2.7tUS$100.8b21.9x34.1x1.3x
Thu, 12 Feb 2026US$3.5tUS$2.7tUS$103.2b22.9x34.1x1.3x
Sat, 10 Jan 2026US$3.3tUS$2.7tUS$107.8b21.8x30.2x1.2x
Mon, 08 Dec 2025US$3.4tUS$2.7tUS$110.5b21.8x30.7x1.3x
Wed, 05 Nov 2025US$3.2tUS$2.7tUS$111.5b19.8x28.4x1.2x
Fri, 03 Oct 2025US$3.2tUS$2.7tUS$110.6b21.2x29.3x1.2x
Sun, 31 Aug 2025US$3.3tUS$2.7tUS$110.0b21.9x29.9x1.2x
Tue, 29 Jul 2025US$3.3tUS$2.8tUS$105.2b21.7x30.9x1.2x
Thu, 26 Jun 2025US$3.2tUS$2.8tUS$105.6b20.5x30.7x1.2x
Sat, 24 May 2025US$3.2tUS$2.7tUS$104.5b19.8x30.8x1.2x
Mon, 21 Apr 2025US$3.2tUS$2.7tUS$107.9b20.3x30x1.2x
Wed, 19 Mar 2025US$3.2tUS$2.7tUS$102.8b21.3x30.7x1.2x
Fri, 14 Feb 2025US$3.3tUS$2.7tUS$105.7b21.1x31.2x1.2x
Sun, 12 Jan 2025US$3.1tUS$2.7tUS$100.8b21.8x30.7x1.2x
Tue, 10 Dec 2024US$3.3tUS$2.6tUS$101.2b23.7x32.5x1.2x
Thu, 07 Nov 2024US$3.2tUS$2.6tUS$96.2b20.3x32.8x1.2x
Sat, 05 Oct 2024US$3.2tUS$2.6tUS$101.0b21.5x31.7x1.2x
Mon, 02 Sep 2024US$3.2tUS$2.6tUS$101.7b21.3x31.5x1.2x
Wed, 31 Jul 2024US$3.0tUS$2.6tUS$106.7b20.9x28.5x1.2x
Fri, 28 Jun 2024US$3.0tUS$2.6tUS$106.7b20x28.3x1.1x
Sun, 26 May 2024US$3.0tUS$2.6tUS$105.7b20.6x28.6x1.2x
Tue, 23 Apr 2024US$3.0tUS$2.6tUS$104.2b20x28.7x1.1x
Thu, 21 Mar 2024US$3.0tUS$2.6tUS$110.2b20.5x27.7x1.2x
Sat, 17 Feb 2024US$2.9tUS$2.6tUS$112.1b21x26.1x1.1x
Mon, 15 Jan 2024US$2.8tUS$2.6tUS$108.4b21.5x26.2x1.1x
Wed, 13 Dec 2023US$2.8tUS$2.6tUS$104.2b21.3x26.4x1.1x
Fri, 10 Nov 2023US$2.7tUS$2.6tUS$102.7b21.4x26.2x1x
Sun, 08 Oct 2023US$2.6tUS$2.6tUS$101.1b21.7x25.5x1x
Tue, 05 Sep 2023US$2.8tUS$2.6tUS$99.8b21.2x27.8x1.1x
Thu, 03 Aug 2023US$2.9tUS$2.5tUS$96.9b23x29.6x1.1x
Sat, 01 Jul 2023US$2.8tUS$2.5tUS$93.3b21.1x30.2x1.1x
Mon, 29 May 2023US$2.8tUS$2.5tUS$94.7b21.4x29.2x1.1x
Wed, 26 Apr 2023US$2.9tUS$2.5tUS$97.5b20.5x29.3x1.1x
Fri, 24 Mar 2023US$2.7tUS$2.5tUS$96.7b19.7x27.7x1.1x
Price to Earnings Ratio

27.7x


Total Market Cap: US$2.7tTotal Earnings: US$96.7bTotal Revenue: US$2.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Staples Sector Price to Earnings3Y Average 29.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Consumer Staples industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 34.1x which is higher than its 3-year average PE of 29.7x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 2.1% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Staples sector?

US Market-2.40%
Consumer Staples-0.66%
Food and Staples Retail0.94%
Tobacco-0.69%
Beverage-0.81%
Household Products-3.10%
Food-3.86%
Personal Products-4.12%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 167x.
    • Analysts are expecting annual earnings growth of 30.2%, which is higher than its past year's earnings growth of 2.5% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 25.3x.
Forecasted Growth
  • Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 2.5% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 6.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WMT WalmartUS$125.991.3%
+US$13.4b		44.1%PE45.9x
PM Philip Morris InternationalUS$174.780.9%
+US$2.4b		12.2%PE24x
ADM Archer-Daniels-MidlandUS$70.754.2%
+US$1.4b		47.4%PE31.6x
MNST Monster BeverageUS$77.051.7%
+US$1.3b		37.1%PE39.6x
BG Bunge GlobalUS$123.624.1%
+US$934.6m		65.8%PE29.2x

Latest News

CL
US$90.30
Colgate-Palmolive
7D
-2.9%
1Y
-0.5%
KR
US$74.49
Kroger
7D
1.5%
1Y
12.2%
DG
US$134.85
Dollar General
7D
-7.3%
1Y
68.9%
GIS
US$38.98
General Mills
7D
-10.2%
1Y
-36.0%

Remarkability Spending And Pet Expansion Will Pressure Margins And Weaken Long Term Earnings

Catalysts About General Mills General Mills produces and markets branded food products across retail, foodservice, pet and international markets. What are the underlying business or industry changes driving this perspective?
WMT
US$125.99
Walmart
7D
1.3%
1Y
44.1%
MO
US$67.53
Altria Group
7D
0.7%
1Y
14.7%
BG
US$123.62
Bunge Global
7D
4.1%
1Y
65.8%

BG: Buybacks And Share Cancellations Will Support Steady Fair Value Outlook

Analysts have raised their price target for Bunge Global from $126.00 to $129.60, citing updated assumptions around revenue growth, profit margins, and future P/E levels. What's in the News The Board of Directors authorized a new share buyback plan on March 10, 2026, indicating continued use of repurchases as a capital management tool (Key Developments).
MKC
US$57.69
McCormick
7D
-10.1%
1Y
-29.5%
PG
US$152.12
Procter & Gamble
7D
-2.0%
1Y
-10.4%
ADM
US$70.75
Archer-Daniels-Midland
7D
4.2%
1Y
47.4%
DAR
US$55.21
Darling Ingredients
7D
6.3%
1Y
86.5%
PEP
US$157.72
PepsiCo
7D
-2.4%
1Y
4.2%

PEP: Turnaround Plan Price Cuts And 2026 Guidance Will Shape Outlook

Analysts have inched their average PepsiCo fair value estimate higher to about $170.81 from $170.38, reflecting recent price target increases tied to the company’s turnaround plans, reiterated 2026 guidance, and expectations for mid single digit sales growth by the second half of 2026. Analyst Commentary Recent research notes cluster around PepsiCo’s turnaround plans and reiterated 2026 guidance, with several firms adjusting price targets and at least one trimming expectations.
COST
US$1,001.74
Costco Wholesale
7D
-0.4%
1Y
9.3%
PM
US$174.78
Philip Morris International
7D
0.9%
1Y
12.2%
MNST
US$77.05
Monster Beverage
7D
1.7%
1Y
37.1%

MNST: International Share Gains And Product Pipeline Should Support Future Upside

Analysts have lifted their implied fair value estimate for Monster Beverage from $80.77 to $87.16, citing higher Street price targets supported by strong recent revenue trends, particularly in international markets, alongside ongoing product innovation and growth in the energy drink category. Analyst Commentary Street research on Monster Beverage has been active following recent Q4 results, with multiple firms lifting price targets and updating ratings as they reassess the balance between strong revenue trends and margin pressures.
KHC
US$22.71
Kraft Heinz
7D
-7.1%
1Y
-25.9%

KHC: Prolonged Topline Pressures And Business Split Will Weigh On Future Risk Balance

The analyst price target for Kraft Heinz has been cut by $2 to $20, as analysts factor in updated models that incorporate weaker revenue and margin assumptions and reflect a broader wave of target reductions across recent Street research. Analyst Commentary Recent Street research around Kraft Heinz has leaned cautious, with several bearish analysts reducing price targets and, in some cases, lowering ratings.