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U.S. Consumer Staples Sector Analysis

UpdatedApr 25, 2026
DataAggregated Company Financials
Companies407
  • 7D1.0%
  • 3M3.4%
  • 1Y9.5%
  • YTD9.9%

Over the last 7 days, the Consumer Staples industry has risen 2.9%, driven by gains from Walmart of 1.9%. In the last 12 months, the industry was up 9.5%. 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
Sat, 25 Apr 2026US$3.5tUS$2.7tUS$100.6b21.3x34.4x1.3x
Mon, 23 Mar 2026US$3.3tUS$2.7tUS$100.6b20.7x32.7x1.2x
Wed, 18 Feb 2026US$3.6tUS$2.7tUS$101.5b23.7x35.8x1.4x
Fri, 16 Jan 2026US$3.4tUS$2.7tUS$107.8b21.8x31.6x1.3x
Sun, 14 Dec 2025US$3.4tUS$2.7tUS$109.4b22.8x31x1.3x
Tue, 11 Nov 2025US$3.2tUS$2.7tUS$111.7b20.6x28.5x1.2x
Thu, 09 Oct 2025US$3.2tUS$2.7tUS$112.3b20.7x28.9x1.2x
Sat, 06 Sep 2025US$3.3tUS$2.7tUS$110.2b22x30.1x1.2x
Mon, 04 Aug 2025US$3.3tUS$2.8tUS$101.9b21x32.3x1.2x
Wed, 02 Jul 2025US$3.2tUS$2.8tUS$105.1b20.1x30.7x1.2x
Fri, 30 May 2025US$3.2tUS$2.7tUS$104.5b20.3x31x1.2x
Sun, 27 Apr 2025US$3.2tUS$2.7tUS$107.8b20.5x29.7x1.2x
Tue, 25 Mar 2025US$3.1tUS$2.7tUS$102.8b21.2x30.2x1.2x
Thu, 20 Feb 2025US$3.3tUS$2.7tUS$106.1b21.1x31.1x1.2x
Sat, 18 Jan 2025US$3.1tUS$2.7tUS$101.4b22.3x30.5x1.2x
Mon, 16 Dec 2024US$3.3tUS$2.7tUS$101.5b23.3x32.3x1.2x
Wed, 13 Nov 2024US$3.2tUS$2.6tUS$95.7b21x33.1x1.2x
Fri, 11 Oct 2024US$3.2tUS$2.6tUS$100.8b21.7x31.8x1.2x
Sun, 08 Sep 2024US$3.2tUS$2.6tUS$101.6b21.6x31.5x1.2x
Tue, 06 Aug 2024US$3.1tUS$2.6tUS$105.0b21x29.4x1.2x
Thu, 04 Jul 2024US$3.0tUS$2.6tUS$106.9b19.3x28x1.1x
Sat, 01 Jun 2024US$3.0tUS$2.6tUS$105.7b19.5x28.2x1.1x
Mon, 29 Apr 2024US$3.0tUS$2.6tUS$101.8b19.7x29x1.1x
Wed, 27 Mar 2024US$3.0tUS$2.6tUS$110.1b20.5x27.6x1.2x
Fri, 23 Feb 2024US$3.0tUS$2.6tUS$111.1b20.9x26.8x1.1x
Sun, 21 Jan 2024US$2.8tUS$2.6tUS$108.3b21.3x26x1.1x
Tue, 19 Dec 2023US$2.8tUS$2.6tUS$104.5b21.2x26.5x1.1x
Thu, 16 Nov 2023US$2.7tUS$2.6tUS$100.0b21.6x27.4x1x
Sat, 14 Oct 2023US$2.6tUS$2.6tUS$101.6b20.3x25.3x1x
Mon, 11 Sep 2023US$2.8tUS$2.6tUS$99.8b21.4x27.6x1.1x
Wed, 09 Aug 2023US$2.8tUS$2.5tUS$96.2b23.5x29.5x1.1x
Fri, 07 Jul 2023US$2.8tUS$2.5tUS$93.3b21.7x30.2x1.1x
Sun, 04 Jun 2023US$2.8tUS$2.5tUS$94.7b21.4x29.4x1.1x
Tue, 02 May 2023US$2.9tUS$2.5tUS$95.9b21x30x1.1x
Price to Earnings Ratio

30x


Total Market Cap: US$2.9tTotal Earnings: US$95.9bTotal 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 Market0.35%
Consumer Staples1.00%
Tobacco1.35%
Food and Staples Retail1.35%
Food1.15%
Household Products0.48%
Beverage0.43%
Personal Products0.24%
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 30.1%, 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 25.1x.
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 5.8% 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$129.921.9%
+US$19.3b		36.6%PE47.3x
PM Philip Morris InternationalUS$164.204.1%
+US$10.0b		-3.5%PE23.1x
COST Costco WholesaleUS$1.01k1.1%
+US$5.0b		3.5%PE52.5x
MO Altria GroupUS$66.884.2%
+US$4.5b		14.8%PE16.1x
KO Coca-ColaUS$76.631.2%
+US$3.8b		6.6%PE25.2x

Latest News

PG
US$148.18
Procter & Gamble
7D
0.9%
1Y
-8.0%
KDP
US$29.22
Keurig Dr Pepper
7D
10.1%
1Y
-15.1%
WMT
US$129.92
Walmart
7D
1.9%
1Y
36.6%

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

Apr 24
PEP
US$155.44
PepsiCo
7D
-1.4%
1Y
16.5%
CASY
US$799.55
Casey's General Stores
7D
5.9%
1Y
78.7%
KHC
US$21.94
Kraft Heinz
7D
-2.4%
1Y
-25.6%

Kraft Heinz: It Only Needs To Get Less Bad

Apr 23
PM
US$164.20
Philip Morris International
7D
4.1%
1Y
-3.5%

Philip Morris International (PM): The Smoke-Free Pivot and the "IQOS Global" Dominance

Philip Morris International (PM) , the global leader in the "Reduced-Risk" revolution, enters Wednesday, April 22, 2026 , on the heels of a massive Q1 earnings beat that validates its multi-year transition away from cigarettes. Trading at approximately $156.19 USD —climbing nearly 2% in today’s session—the stock has successfully decoupled from the broader "stagnant" tobacco sector.
CLX
US$98.68
Clorox
7D
-5.6%
1Y
-28.6%

Clorox: Leading Consumer Staple - Lowest Valuation Since 2014, Highest Dividend Since 1983

Apr 21
MKC
US$51.53
McCormick
7D
-5.2%
1Y
-30.9%

McCormick: A Merger With Unilever's Food Business Will Drive Growth

Apr 20
COST
US$1,011.15
Costco Wholesale
7D
1.1%
1Y
3.5%

Costco: When Compounding Is Already Priced In

Apr 20
MO
US$66.88
Altria Group
7D
4.2%
1Y
14.8%

MO: Future Returns Will Depend On Illicit Trade Progress Not Volume Stabilization

Altria's updated fair value estimate edges down from $52.11 to $51.79 per share as analysts refine their price targets around moderating cigarette volume declines, improving trends in next generation products, and ongoing efforts to address illicit trade. Analyst Commentary Recent Street research shows a mix of enthusiasm and caution on Altria Group, with several firms moving their price targets higher while still flagging meaningful execution and growth risks.
STZ
US$156.00
Constellation Brands
7D
-3.9%
1Y
-15.8%

STZ: Beer Depletion Stability And Q3 Execution Will Drive Rerating Confidence

The analyst price target for Constellation Brands has shifted slightly to $219, as analysts factor in updated assumptions for modestly higher revenue growth, a lower profit margin, and a somewhat higher future P/E multiple following a series of recent price target increases and upgrades across the Street. Analyst Commentary Recent Street research shows a clear tilt toward a more constructive view on Constellation Brands, with a cluster of price target revisions and rating changes pointing to improved confidence in the company’s execution and long term earnings power.
KO
US$76.63
Coca-Cola
7D
1.2%
1Y
6.6%
DG
US$120.71
Dollar General
7D
-4.7%
1Y
29.0%

DG: Leadership Change And 2026 EPS Outlook Will Shape Fairly Balanced Risk

Analysts have kept Dollar General's fair value estimate effectively unchanged at about $116.63. This reflects only very small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions.
CL
US$84.65
Colgate-Palmolive
7D
-1.4%
1Y
-9.9%
JBS
US$16.62
JBS
7D
-6.2%
1Y
n/a

JBS: Shares Rise 26% This Year, But The Main Trigger Is Yet To Come

Apr 10