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U.S. Consumer Staples Sector Analysis

UpdatedAug 30, 2026
DataAggregated Company Financials
Companies381
  • 7D-1.0%
  • 3M1.3%
  • 1Y4.5%
  • YTD5.2%

Over the last 7 days, the Consumer Staples industry has remained flat. As for the the longer term, the industry is up 4.5% over the past 12 months. Earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 31 Aug 2026US$3.3tUS$2.8tUS$105.8b18x31.2x1.2x
Wed, 29 Jul 2026US$3.4tUS$2.7tUS$101.7b19.2x33x1.2x
Fri, 26 Jun 2026US$3.4tUS$2.7tUS$103.8b18.6x32.5x1.2x
Sun, 24 May 2026US$3.4tUS$2.7tUS$102.3b18.6x33.2x1.3x
Tue, 21 Apr 2026US$3.4tUS$2.7tUS$100.9b21x33.9x1.3x
Thu, 19 Mar 2026US$3.4tUS$2.7tUS$100.6b21x34x1.3x
Sat, 14 Feb 2026US$3.6tUS$2.7tUS$101.5b23.8x35.7x1.4x
Mon, 12 Jan 2026US$3.3tUS$2.7tUS$107.8b21.8x30.5x1.2x
Wed, 10 Dec 2025US$3.4tUS$2.7tUS$110.4b21.7x30.6x1.3x
Fri, 07 Nov 2025US$3.2tUS$2.7tUS$111.5b19.4x28.4x1.2x
Sun, 05 Oct 2025US$3.2tUS$2.7tUS$110.6b21.1x29.3x1.2x
Tue, 02 Sep 2025US$3.3tUS$2.7tUS$110.0b21.9x29.9x1.2x
Thu, 31 Jul 2025US$3.2tUS$2.8tUS$106.0b21.3x30.6x1.2x
Sat, 28 Jun 2025US$3.2tUS$2.8tUS$105.1b20.5x30.4x1.2x
Mon, 26 May 2025US$3.2tUS$2.7tUS$104.5b19.8x30.9x1.2x
Wed, 23 Apr 2025US$3.2tUS$2.7tUS$107.8b20.5x29.7x1.2x
Fri, 21 Mar 2025US$3.1tUS$2.7tUS$102.8b21.1x30.3x1.2x
Sun, 16 Feb 2025US$3.3tUS$2.7tUS$105.9b20.9x31.2x1.2x
Tue, 14 Jan 2025US$3.1tUS$2.7tUS$100.8b22.2x30.7x1.2x
Thu, 12 Dec 2024US$3.3tUS$2.6tUS$101.3b23.6x32.5x1.2x
Sat, 09 Nov 2024US$3.1tUS$2.6tUS$95.6b21.3x32.8x1.2x
Mon, 07 Oct 2024US$3.2tUS$2.6tUS$101.0b21.5x31.7x1.2x
Wed, 04 Sep 2024US$3.2tUS$2.6tUS$101.7b21.7x31.5x1.2x
Fri, 02 Aug 2024US$3.0tUS$2.6tUS$104.8b21.5x28.9x1.2x
Sun, 30 Jun 2024US$3.0tUS$2.6tUS$106.9b19.9x28x1.1x
Tue, 28 May 2024US$3.0tUS$2.6tUS$105.7b20.6x28.6x1.2x
Thu, 25 Apr 2024US$3.0tUS$2.6tUS$104.2b20.3x28.9x1.1x
Sat, 23 Mar 2024US$3.1tUS$2.6tUS$110.2b20.8x27.7x1.2x
Mon, 19 Feb 2024US$2.9tUS$2.6tUS$111.9b21x26.2x1.1x
Wed, 17 Jan 2024US$2.8tUS$2.6tUS$108.4b21.3x26.2x1.1x
Fri, 15 Dec 2023US$2.8tUS$2.6tUS$104.2b21.5x26.9x1.1x
Sun, 12 Nov 2023US$2.7tUS$2.6tUS$101.1b21.4x26.7x1x
Tue, 10 Oct 2023US$2.6tUS$2.6tUS$101.1b21.7x25.5x1x
Thu, 07 Sep 2023US$2.7tUS$2.6tUS$99.8b20.7x27.5x1.1x
Price to Earnings Ratio

27.5x


Total Market Cap: US$2.7tTotal Earnings: US$99.8bTotal Revenue: US$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Staples Sector Price to Earnings3Y Average 30.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Consumer Staples industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 30.2x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
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 2.5% 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 Market0.28%
Consumer Staples-0.96%
Personal Products1.29%
Tobacco-0.0049%
Household Products-0.41%
Food and Staples Retail-0.87%
Food-1.13%
Beverage-1.59%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 178x.
    • Analysts are expecting annual earnings growth of 27.3%, which is higher than its past year's earnings decline of 8.9% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 24.4x.
Forecasted Growth
  • Analysts are most optimistic on the Tobacco industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 5.3% 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
PM Philip Morris InternationalUS$191.891.9%
+US$5.7b		14.8%PE27.6x
MO Altria GroupUS$68.653.9%
+US$4.3b		2.1%PE14.4x
SJM J. M. SmuckerUS$132.346.5%
+US$849.6m		19.8%PE61.6x
GIS General MillsUS$41.554.0%
+US$844.7m		-15.8%PS1.2x
COKE Coca-Cola ConsolidatedUS$198.495.0%
+US$625.0m		69.3%PE24x

Latest News

SJM
US$132.34
J. M. Smucker
7D
6.5%
1Y
19.8%
WMT
US$103.09
Walmart
7D
-0.6%
1Y
6.3%
MO
US$68.65
Altria Group
7D
3.9%
1Y
2.1%
PEP
US$141.07
PepsiCo
7D
-1.7%
1Y
-5.1%
New Narrative • Aug 28

A classic growth and income compounder

PepsiCo [PEP] is a classic *growth + income* compounder, not a high growth stock. 1.
MDLZ
US$62.36
Mondelez International
7D
-3.2%
1Y
1.5%
GIS
US$41.55
General Mills
7D
4.0%
1Y
-15.8%
PG
US$143.78
Procter & Gamble
7D
-0.6%
1Y
-8.4%
ADM
US$81.54
Archer-Daniels-Midland
7D
1.5%
1Y
30.2%
PM
US$191.89
Philip Morris International
7D
1.9%
1Y
14.8%
Seeking Alpha • Aug 25

Philip Morris: Big Tobacco With High-Growth Smoke-Free Assets - Premium Price Tag

Summary PM's premium positioning across IQOS (heated), ZYN (nicotine pouches), VEEV One (vape), and Marlboro (cigarettes) underscores their robust pricing power amid uncertain macros. The smoke-free segment, led by ZYN and IQOS, now comprises >41% of revenues, supporting a multi-year asset renewal/adoption runway amid secular combustible decline. Premium valuations are justified by strong FCF, rich dividend growth, and lower debt leverage, with PM likely to announce the next payout hike in September. Risks include Japan's excise tax impacts, US regulatory uncertainty for IQOS ILUMA, intensifying competition in nicotine pouches, and higher US investments in H2 '26. PM remains a Buy for dividend-oriented investors seeking to complement their diversified income portfolio, given the pulled-forward upside potential. Read the full article on Seeking Alpha
KO
US$89.66
Coca-Cola
7D
-1.6%
1Y
30.0%
EL
US$103.39
Estée Lauder Companies
7D
1.4%
1Y
12.7%
Narrative Update • Aug 20

EL: Turnaround Momentum And M&A Plans Will Shape Future Standalone Upside

Analysts have raised their price target for Estée Lauder Companies from $95.12 to $105.00, citing updated assumptions for revenue growth, profit margins, and future P/E, which are reflected in a slightly higher discount rate. What’s in the News for Estée Lauder Companies Estée Lauder Companies reported a strong fiscal Q3 2026, with EPS ahead of forecasts by 40% and double digit growth in fragrance sales, supported by its Beauty Reimagined turnaround plan and tighter cost control.
CASY
US$755.47
Casey's General Stores
7D
-9.6%
1Y
52.8%
MNST
US$46.86
Monster Beverage
7D
-1.9%
1Y
50.2%
Narrative Update • Aug 17

MNST: International Strength Stock Split And 2027 Margin Turn Guide Balanced Outlook

Monster Beverage's updated analyst price target has shifted from about $96 to roughly $50, reflecting a recalibration of fair value and growth assumptions, even as many analysts continue to cite strong category trends, solid revenue execution, and supportive pricing dynamics in their research. Analyst Commentary Recent Street research on Monster Beverage shows a wide spread of price targets and mixed views on how the current valuation lines up with execution and growth expectations.
CHD
US$101.26
Church & Dwight
7D
2.5%
1Y
8.7%
Seeking Alpha • Aug 16

Church & Dwight: Volume-Driven Growth And Margin Recovery Support A Buy

Summary Church & Dwight is rated Buy, supported by robust volume-led organic growth, market share gains, and consistent guidance outperformance. CHD’s strategy of acquiring and scaling underpenetrated, high-margin brands like TheraBreath and Hero underpins a multi-year growth runway. Gross margin expansion and operating leverage are expected to accelerate as comps ease, with margin improvement likely in H2 and into 2027. CHD trades below its historical valuation, offering potential for multiple re-rating, estimate revisions, and double-digit total returns. Read the full article on Seeking Alpha
HSY
US$179.05
Hershey
7D
-4.0%
1Y
-2.6%
COKE
US$198.49
Coca-Cola Consolidated
7D
5.0%
1Y
69.3%