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U.S. Consumer Staples Sector Analysis

UpdatedMay 02, 2026
DataAggregated Company Financials
Companies405
  • 7D0.6%
  • 3M3.4%
  • 1Y8.3%
  • YTD10.5%

The Consumer Staples industry has stayed flat over the last week. As for the the longer term, the industry is up 8.3% over the past 12 months. Looking forward, earnings are forecast to grow by 10.0% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 02 May 2026US$3.5tUS$2.7tUS$101.3b21x34.4x1.3x
Mon, 30 Mar 2026US$3.3tUS$2.7tUS$100.6b20.4x33.2x1.3x
Wed, 25 Feb 2026US$3.6tUS$2.7tUS$100.3b23.8x35.5x1.3x
Fri, 23 Jan 2026US$3.4tUS$2.7tUS$107.6b22.3x31.8x1.3x
Sun, 21 Dec 2025US$3.4tUS$2.7tUS$108.2b21.6x31x1.3x
Tue, 18 Nov 2025US$3.2tUS$2.7tUS$111.1b20.7x28.8x1.2x
Thu, 16 Oct 2025US$3.3tUS$2.6tUS$112.4b21.2x29.4x1.2x
Sat, 13 Sep 2025US$3.3tUS$2.7tUS$110.4b21.3x30.1x1.2x
Mon, 11 Aug 2025US$3.4tUS$2.8tUS$101.8b22x33.3x1.2x
Wed, 09 Jul 2025US$3.3tUS$2.8tUS$104.7b21x31.3x1.2x
Fri, 06 Jun 2025US$3.3tUS$2.7tUS$104.7b21.4x31.3x1.2x
Sun, 04 May 2025US$3.2tUS$2.7tUS$106.4b20.6x30.5x1.2x
Tue, 01 Apr 2025US$3.1tUS$2.7tUS$105.4b21.2x29.8x1.2x
Thu, 27 Feb 2025US$3.4tUS$2.7tUS$104.8b21.1x32x1.2x
Sat, 25 Jan 2025US$3.1tUS$2.7tUS$102.6b22.1x30.6x1.2x
Mon, 23 Dec 2024US$3.2tUS$2.7tUS$101.4b22.7x31.4x1.2x
Wed, 20 Nov 2024US$3.1tUS$2.6tUS$97.1b22.4x32.3x1.2x
Fri, 18 Oct 2024US$3.2tUS$2.6tUS$97.9b21.5x33.1x1.2x
Sun, 15 Sep 2024US$3.3tUS$2.6tUS$102.3b21.6x31.8x1.2x
Tue, 13 Aug 2024US$3.1tUS$2.6tUS$105.1b20.3x29.2x1.2x
Thu, 11 Jul 2024US$3.0tUS$2.6tUS$107.7b19.7x28x1.1x
Sat, 08 Jun 2024US$3.0tUS$2.6tUS$106.3b19.1x28.6x1.2x
Mon, 06 May 2024US$3.0tUS$2.6tUS$101.8b20.1x29.1x1.1x
Wed, 03 Apr 2024US$3.1tUS$2.6tUS$103.9b20.9x29.4x1.2x
Fri, 01 Mar 2024US$3.0tUS$2.6tUS$111.3b20.9x26.9x1.1x
Sun, 28 Jan 2024US$2.9tUS$2.6tUS$110.1b21.4x26.4x1.1x
Tue, 26 Dec 2023US$2.8tUS$2.6tUS$104.5b22x26.7x1.1x
Thu, 23 Nov 2023US$2.7tUS$2.6tUS$102.8b21x26.2x1x
Sat, 21 Oct 2023US$2.6tUS$2.6tUS$102.1b20.8x25.3x1x
Mon, 18 Sep 2023US$2.8tUS$2.6tUS$98.9b22.6x28x1.1x
Wed, 16 Aug 2023US$2.8tUS$2.6tUS$96.4b21.2x29.4x1.1x
Fri, 14 Jul 2023US$2.8tUS$2.5tUS$94.2b22.5x29.8x1.1x
Sun, 11 Jun 2023US$2.8tUS$2.5tUS$93.6b21.2x29.6x1.1x
Tue, 09 May 2023US$2.9tUS$2.5tUS$96.6b21.1x29.9x1.1x
Price to Earnings Ratio

29.9x


Total Market Cap: US$2.9tTotal Earnings: US$96.6bTotal Revenue: US$2.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Staples Sector Price to Earnings3Y Average 29.9x202420252026
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 34.4x which is higher than its 3-year average PE of 29.9x.
  • 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 Market0.80%
Consumer Staples0.62%
Beverage1.07%
Food0.86%
Food and Staples Retail0.68%
Tobacco0.56%
Personal Products-0.073%
Household Products-0.57%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 169x.
    • Analysts are expecting annual earnings growth of 23.7%, 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 25.0x.
Forecasted Growth
  • Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 24% 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 5.1% 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$131.601.3%
+US$13.4b		33.3%PE47.9x
MO Altria GroupUS$74.5511.5%
+US$12.8b		25.1%PE15.5x
KO Coca-ColaUS$78.582.5%
+US$8.3b		9.7%PE24.7x
MDLZ Mondelez InternationalUS$61.376.5%
+US$4.8b		-9.4%PE30.2x
PM Philip Morris InternationalUS$166.381.3%
+US$3.4b		-2.6%PE23.4x

Latest News

CL
US$87.26
Colgate-Palmolive
7D
3.1%
1Y
-3.6%

Colgate-Palmolive: A Resilient Dividend King Navigating A Tougher Environment

May 02
HSY
US$182.34
Hershey
7D
-4.8%
1Y
11.6%
MO
US$74.55
Altria Group
7D
11.5%
1Y
25.1%
CLX
US$87.11
Clorox
7D
-11.7%
1Y
-37.4%
BF.B
US$25.55
Brown-Forman
7D
-9.7%
1Y
-25.9%

BF.B: Potential Takeover Interest Will Support Future Share Upside

Analysts have trimmed the Brown-Forman price target, with cuts clustered in the $3 to $7 range across several firms. They cite pressure on margins from higher barreled whiskey costs, structural headwinds in alcohol, and a tougher topline outlook, even as some see value for a potential buyer in the low $30s per share.
PEP
US$157.41
PepsiCo
7D
1.3%
1Y
17.7%
SFD
US$26.29
Smithfield Foods
7D
-10.4%
1Y
14.4%
MDLZ
US$61.37
Mondelez International
7D
6.5%
1Y
-9.4%
SYY
US$74.05
Sysco
7D
-3.3%
1Y
4.7%
KO
US$78.58
Coca-Cola
7D
2.5%
1Y
9.7%
PM
US$166.38
Philip Morris International
7D
1.3%
1Y
-2.6%

PM: Smoke Free Shift And Margin Resilience Will Support Bullish Thesis

Analysts have trimmed the Philip Morris International fair value estimate from $195.17 to $192.60 as they factor in slightly lower revenue growth assumptions, a modestly higher discount rate, and updated views on future P/E and profit margin resilience following a mix of recent target hikes and cuts across the Street. Analyst Commentary Recent research shows a mix of enthusiasm and caution around Philip Morris International, with some firms lifting price targets into the US$200 range and others trimming them.
DG
US$114.43
Dollar General
7D
-5.2%
1Y
26.7%

DG: Future Earnings Power Will Rely On Expanding Retail Media Margins

Analysts are maintaining their Dollar General price target at $175, citing updated assumptions that now reflect a discount rate of 7.88%, revenue growth of 5.07%, a profit margin of 4.04%, and a forward P/E of 24.11x. What's in the News Rollout planned for an enhanced, AI-enabled in-store audio network across about 6,000 stores in 48 states through a partnership with QSIC, which is expected to bring total in-store audio coverage to 12,000 locations by Second Quarter 2026.
DLTR
US$94.67
Dollar Tree
7D
-8.8%
1Y
12.3%

Dollar Tree: Benefiting From Consumer Stress And Iran Tailwinds (Upgrade)

Apr 27
PG
US$147.26
Procter & Gamble
7D
-0.6%
1Y
-8.3%
WMT
US$131.60
Walmart
7D
1.3%
1Y
33.3%

Walmart: Speculative Valuation As Free Cash Flow Is Held Down By Immense Capex

Apr 24
ADM
US$74.94
Archer-Daniels-Midland
7D
8.2%
1Y
56.6%

Biofuel Policy Dependence And Cost Pressures Will Constrain Future Earnings Potential

Catalysts About Archer-Daniels-Midland Archer-Daniels-Midland is a global agricultural processor and ingredient company with businesses in Ag Services and Oilseeds, Carbohydrate Solutions and Nutrition. What are the underlying business or industry changes driving this perspective?