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U.S. Consumer Staples Sector Analysis

UpdatedAug 02, 2026
DataAggregated Company Financials
Companies383
  • 7D2.0%
  • 3M-3.0%
  • 1Y6.3%
  • YTD6.5%

In the last week, the Consumer Staples industry is up 2.0%, with Coca-Cola up 6.5%. Meanwhile, Altria Group actually underperformed within the industry, shrinking 6.4% in the last week. In the last 12 months, the industry was up 6.2%. Looking forward, 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
Sun, 02 Aug 2026US$3.3tUS$2.7tUS$102.9b18.7x32.5x1.2x
Tue, 30 Jun 2026US$3.4tUS$2.7tUS$103.8b18.7x32.4x1.2x
Thu, 28 May 2026US$3.3tUS$2.7tUS$102.3b18.9x32.7x1.2x
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
Price to Earnings Ratio

29.5x


Total Market Cap: US$2.8tTotal Earnings: US$96.2bTotal Revenue: US$2.5tTotal 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 grown 2.3% per year over the last three years.
  • Revenues for these companies have grown 2.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market0.97%
Consumer Staples1.97%
Beverage4.60%
Food and Staples Retail2.20%
Personal Products1.98%
Tobacco-0.022%
Food-0.071%
Household Products-1.65%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 175x.
    • Analysts are expecting annual earnings growth of 28.6%, which is higher than its past year's earnings decline of 28.8% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 24.6x.
Forecasted Growth
  • Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings decline of 29% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 4.3% 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
KO Coca-ColaUS$87.596.5%
+US$23.0b		27.2%PE26.3x
WMT WalmartUS$111.201.6%
+US$13.8b		12.9%PE38.9x
COST Costco WholesaleUS$951.891.8%
+US$7.5b		-0.07%PE47.8x
PEP PepsiCoUS$139.562.1%
+US$4.0b		0.2%PE18.2x
TGT TargetUS$144.495.6%
+US$3.5b		44.8%PE19x

Latest News

PM
US$190.82
Philip Morris International
7D
-1.1%
1Y
17.1%
PEP
US$139.56
PepsiCo
7D
2.1%
1Y
0.2%
ADM
US$79.27
Archer-Daniels-Midland
7D
-7.7%
1Y
47.2%
DAR
US$60.64
Darling Ingredients
7D
-3.0%
1Y
92.6%
MO
US$68.33
Altria Group
7D
-6.4%
1Y
10.6%
KO
US$87.59
Coca-Cola
7D
6.5%
1Y
27.2%
Analysis Article • Jul 31

Earnings Beat: The Coca-Cola Company Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a good week for The Coca-Cola Company ( NYSE:KO ) shareholders, because the company has just released its...
PG
US$144.49
Procter & Gamble
7D
-2.0%
1Y
-4.1%
PPC
US$27.36
Pilgrim's Pride
7D
-4.6%
1Y
-42.9%
BG
US$106.23
Bunge Global
7D
-12.6%
1Y
36.2%
DG
US$127.05
Dollar General
7D
8.4%
1Y
17.1%
MNST
US$96.38
Monster Beverage
7D
3.1%
1Y
63.3%
COST
US$951.89
Costco Wholesale
7D
1.8%
1Y
-0.07%
Seeking Alpha • Jul 30

Costco: A New Experiment With Gasoline Sales Could Fundamentally Transform The Company

Summary Costco is experimenting with standalone gasoline plazas, signaling a potential strategic shift beyond using gas as a mere traffic driver. Gasoline sales, now up to 11% of revenue, could meaningfully expand membership and drive incremental store traffic if logistics are managed. The timing of the next special dividend is uncertain, as management appears to prioritize yield parity over absolute payout size. Despite strong fundamentals and cash for a special dividend, I rate COST a Hold due to its elevated 47x P/E and valuation concerns. Read the full article on Seeking Alpha
TGT
US$144.49
Target
7D
5.6%
1Y
44.8%
Seeking Alpha • Jul 28

Target's Renewal Mostly Baked-In - Overbought Rally Triggers Downgrade To Hold

Summary TGT's new management team delivers promising operational improvements and aggressive inventory resets, while raising the FY2026 guidance. The renewed growth prospects and the notable outperformance versus peers have directly contributed to the stock's upward re-rating and outsized YTD rally. Otherwise, the consensus now expects a rather ambitious FY2026 adj EPS of $8.36 (+10.4% YoY), with a steep selloff rather likely if TGT fails to deliver. The melt-up has also triggered the moderating dividend yields to 3.39%, the fair valuation, the overbought technicals, and the notable insider selling in H1'26. TGT is downgraded to Hold here, pending further execution/forward guidance clarity in the upcoming FQ2'26 earnings call. Read the full article on Seeking Alpha
SEB
US$4,413.26
Seaboard
7D
-6.4%
1Y
39.3%
KDP
US$31.12
Keurig Dr Pepper
7D
4.9%
1Y
-6.6%
Narrative Update • Jul 23

KDP: Coffee Separation And Beverage Execution Will Drive Upside Into 2027

The analyst price target for Keurig Dr Pepper has been revised modestly higher to reflect a new fair value estimate of about $34.94. Analysts point to inclusion on high conviction lists, multiple price target increases into the mid to high $30s, and supportive views around the planned coffee business separation and beverage fundamentals.
WMT
US$111.20
Walmart
7D
1.6%
1Y
12.9%