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U.S. Consumer Staples Sector Analysis

UpdatedAug 13, 2026
DataAggregated Company Financials
Companies382
  • 7D0.6%
  • 3M-2.7%
  • 1Y4.1%
  • YTD7.5%

Last week, the Consumer Staples industry hasn't moved much but Walmart is up 3.3% in that time. As for the the longer term, the industry is up 4.1% 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
Thu, 13 Aug 2026US$3.3tUS$2.7tUS$104.6b20.7x32x1.2x
Sat, 11 Jul 2026US$3.3tUS$2.7tUS$103.3b19.1x31.8x1.2x
Mon, 08 Jun 2026US$3.3tUS$2.7tUS$102.4b19.1x32.5x1.2x
Wed, 06 May 2026US$3.4tUS$2.7tUS$101.6b19.8x33.9x1.3x
Fri, 03 Apr 2026US$3.4tUS$2.7tUS$101.0b20.4x33.3x1.3x
Sun, 01 Mar 2026US$3.6tUS$2.7tUS$100.4b23.4x36x1.4x
Tue, 27 Jan 2026US$3.4tUS$2.7tUS$107.5b22.1x31.9x1.3x
Thu, 25 Dec 2025US$3.3tUS$2.7tUS$108.1b22x30.9x1.2x
Sat, 22 Nov 2025US$3.2tUS$2.7tUS$110.8b20.9x29x1.2x
Mon, 20 Oct 2025US$3.3tUS$2.7tUS$112.4b20.6x29.6x1.3x
Wed, 17 Sep 2025US$3.3tUS$2.7tUS$110.0b21.3x29.9x1.2x
Fri, 15 Aug 2025US$3.4tUS$2.8tUS$101.7b21.5x33.3x1.2x
Sun, 13 Jul 2025US$3.2tUS$2.8tUS$105.5b20.8x30.5x1.2x
Tue, 10 Jun 2025US$3.2tUS$2.7tUS$104.6b21.6x30.9x1.2x
Thu, 08 May 2025US$3.2tUS$2.7tUS$105.1b20.7x30.8x1.2x
Sat, 05 Apr 2025US$3.2tUS$2.7tUS$105.2b20.3x30.5x1.2x
Mon, 03 Mar 2025US$3.3tUS$2.7tUS$103.4b21.1x32.3x1.2x
Wed, 29 Jan 2025US$3.2tUS$2.7tUS$103.0b22.3x31.4x1.2x
Fri, 27 Dec 2024US$3.2tUS$2.7tUS$101.4b22.6x31.5x1.2x
Sun, 24 Nov 2024US$3.2tUS$2.6tUS$101.1b23.7x32.1x1.2x
Tue, 22 Oct 2024US$3.2tUS$2.6tUS$97.3b21.5x33.2x1.2x
Thu, 19 Sep 2024US$3.2tUS$2.6tUS$102.2b21.7x31.7x1.2x
Sat, 17 Aug 2024US$3.1tUS$2.6tUS$101.8b20.9x30.7x1.2x
Mon, 15 Jul 2024US$3.0tUS$2.6tUS$107.4b20.4x28.1x1.1x
Wed, 12 Jun 2024US$3.0tUS$2.6tUS$106.3b20.2x28.4x1.1x
Fri, 10 May 2024US$3.0tUS$2.6tUS$102.3b19.6x29.2x1.1x
Sun, 07 Apr 2024US$3.0tUS$2.6tUS$103.7b20.8x28.9x1.1x
Tue, 05 Mar 2024US$3.0tUS$2.6tUS$111.4b20.7x26.9x1.1x
Thu, 01 Feb 2024US$2.9tUS$2.6tUS$110.8b20.9x26.5x1.1x
Sat, 30 Dec 2023US$2.8tUS$2.6tUS$104.5b21.4x26.9x1.1x
Mon, 27 Nov 2023US$2.7tUS$2.6tUS$102.8b21.2x26.6x1x
Wed, 25 Oct 2023US$2.6tUS$2.6tUS$100.5b20.8x25.7x1x
Fri, 22 Sep 2023US$2.7tUS$2.6tUS$98.9b23x27.7x1.1x
Sun, 20 Aug 2023US$2.8tUS$2.6tUS$99.8b21.1x28.1x1.1x
Price to Earnings Ratio

28.1x


Total Market Cap: US$2.8tTotal 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 30.2x202420252026
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 2.3% 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 Market1.02%
Consumer Staples0.58%
Food and Staples Retail2.09%
Tobacco1.42%
Food-0.053%
Beverage-0.63%
Personal Products-1.08%
Household Products-1.99%
Industry PE
  • Investors are most optimistic about the Personal Products industry which is trading above its 3-year average PE ratio of 176x.
    • Analysts are expecting annual earnings growth of 30.0%, which is higher than its past year's earnings decline of 25.8% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 24.5x.
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
WMT WalmartUS$116.013.3%
+US$29.2b		14.9%PE40.6x
COST Costco WholesaleUS$949.580.8%
+US$3.4b		-3.0%PE47.6x
TGT TargetUS$154.004.3%
+US$2.9b		46.2%PE20.3x
USFD US Foods HoldingUS$110.9410.4%
+US$1.9b		41.1%PE33x
GIS General MillsUS$38.186.3%
+US$1.2b		-23.2%PS1.1x

Latest News

USFD
US$110.94
US Foods Holding
7D
10.4%
1Y
41.1%
TGT
US$154.00
Target
7D
4.3%
1Y
46.2%
KDP
US$29.56
Keurig Dr Pepper
7D
-3.9%
1Y
-15.1%
WMT
US$116.01
Walmart
7D
3.3%
1Y
14.9%
HSY
US$184.23
Hershey
7D
2.6%
1Y
2.3%
Narrative Update • Aug 12

HSY: Pricing Power And Cocoa Cost Relief Will Support Earnings Recovery

The analyst price target for Hershey has been revised slightly lower, with fair value moving from about $255 to about $248. Analysts are factoring in a modestly higher discount rate, more cautious revenue growth assumptions, and slightly reduced future P/E expectations, while profit margin forecasts remain relatively stable.
BG
US$111.75
Bunge Global
7D
4.8%
1Y
34.3%
ADM
US$79.73
Archer-Daniels-Midland
7D
2.8%
1Y
33.3%
GIS
US$38.18
General Mills
7D
6.3%
1Y
-23.2%
Seeking Alpha • Aug 10

General Mills Is Struggling, But If You Believe In The Turnaround It Is The Right Time To Buy

Summary General Mills, Inc. fundamentals are relatively weak, with high demand elasticity, compressing margins, and poor growth metrics. The goodwill impairment is also a strong sign that the firm's brands are losing their appeal. This needs to be changed to reignite growth. The firm, however, pays attractive, sustainable quarterly dividends, and this is the heart of the investment thesis. Today, I rate GIS as buy. Read the full article on Seeking Alpha
COST
US$949.58
Costco Wholesale
7D
0.8%
1Y
-3.0%
Seeking Alpha • Aug 10

Costco: Bears Have Been Calling It Overpriced For Years, But The Company Keeps Winning

Summary Costco Wholesale Corporation demonstrates robust growth, driven by a unique, profitable membership ecosystem and strong customer loyalty. Executive memberships, now about 50% of paid members, are rising rapidly and generate a disproportionate share of COST's sales. Fiscal Q3 2026 saw net sales up 11.6% and net income up 15.2%, reflecting sustained operational excellence. Despite a perceived premium valuation, COST's metrics are in line with peers, supporting a bullish 'buy' rating at current levels. Read the full article on Seeking Alpha
KHC
US$24.53
Kraft Heinz
7D
-4.7%
1Y
-12.5%
PG
US$144.08
Procter & Gamble
7D
-1.9%
1Y
-7.3%
KVUE
US$18.98
Kenvue
7D
-3.5%
1Y
-12.6%
MNST
US$45.98
Monster Beverage
7D
-2.6%
1Y
43.4%
MO
US$64.38
Altria Group
7D
-5.9%
1Y
-1.7%
PM
US$186.19
Philip Morris International
7D
-1.5%
1Y
12.2%
Narrative Update • Aug 06

PM: Smoke-Free Execution And Regulation Will Shape Balanced Risk Reward Outlook

The analyst price target for Philip Morris International in this update moves from $170 to $175, with analysts pointing to recent target hikes across the Street and their rationale around IQOS, ZYN and the broader reduced risk portfolio as support for the change. Analyst Commentary Recent research around Philip Morris International centers on how quickly the company can execute its shift toward reduced risk products while keeping the traditional combustible business resilient.
DG
US$119.60
Dollar General
7D
-5.8%
1Y
3.3%