Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Consumer Staples Sector Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies400
  • 7D0.3%
  • 3M-4.1%
  • 1Y8.5%
  • YTD10.5%

Last week, the Consumer Staples industry hasn't moved much but Philip Morris International is up 12% in that time. As for the the longer term, the industry is up 8.5% 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
Fri, 15 May 2026US$3.5tUS$2.7tUS$101.9b18.6x34.1x1.3x
Sun, 12 Apr 2026US$3.4tUS$2.7tUS$101.3b20.1x33.6x1.3x
Tue, 10 Mar 2026US$3.5tUS$2.7tUS$100.7b22.6x34.3x1.3x
Thu, 05 Feb 2026US$3.5tUS$2.7tUS$102.8b22.5x34.1x1.3x
Sat, 03 Jan 2026US$3.2tUS$2.7tUS$108.1b21.5x29.8x1.2x
Mon, 01 Dec 2025US$3.3tUS$2.7tUS$112.5b21.2x29.4x1.2x
Wed, 29 Oct 2025US$3.3tUS$2.7tUS$113.8b20.8x29x1.2x
Fri, 26 Sep 2025US$3.3tUS$2.6tUS$110.8b21.2x29.4x1.2x
Sun, 24 Aug 2025US$3.3tUS$2.8tUS$103.9b22.2x32.2x1.2x
Tue, 22 Jul 2025US$3.2tUS$2.8tUS$103.7b21x31x1.2x
Thu, 19 Jun 2025US$3.2tUS$2.8tUS$105.9b20.9x30x1.2x
Sat, 17 May 2025US$3.2tUS$2.7tUS$104.4b20.7x30.9x1.2x
Mon, 14 Apr 2025US$3.2tUS$2.7tUS$107.9b20.1x29.6x1.2x
Wed, 12 Mar 2025US$3.2tUS$2.7tUS$103.1b21.2x31.2x1.2x
Fri, 07 Feb 2025US$3.3tUS$2.7tUS$104.0b21x31.3x1.2x
Sun, 05 Jan 2025US$3.1tUS$2.7tUS$101.3b22.6x30.9x1.2x
Tue, 03 Dec 2024US$3.3tUS$2.6tUS$100.9b24.2x32.7x1.2x
Thu, 31 Oct 2024US$3.2tUS$2.6tUS$96.9b21x32.6x1.2x
Sat, 28 Sep 2024US$3.2tUS$2.6tUS$102.5b21.7x31.6x1.2x
Mon, 26 Aug 2024US$3.2tUS$2.6tUS$101.8b20.9x31.2x1.2x
Wed, 24 Jul 2024US$3.0tUS$2.6tUS$107.1b20.6x28.4x1.2x
Fri, 21 Jun 2024US$3.0tUS$2.6tUS$106.7b20x28.3x1.1x
Sun, 19 May 2024US$3.1tUS$2.6tUS$105.8b20.9x28.9x1.2x
Tue, 16 Apr 2024US$3.0tUS$2.6tUS$103.8b19.7x28.5x1.1x
Thu, 14 Mar 2024US$3.0tUS$2.6tUS$110.2b20.6x27.6x1.2x
Sat, 10 Feb 2024US$2.9tUS$2.6tUS$110.7b21x26.4x1.1x
Mon, 08 Jan 2024US$2.8tUS$2.6tUS$108.2b21.1x25.9x1.1x
Wed, 06 Dec 2023US$2.8tUS$2.6tUS$104.5b21.2x26.3x1.1x
Fri, 03 Nov 2023US$2.7tUS$2.6tUS$102.6b21.2x25.9x1x
Sun, 01 Oct 2023US$2.7tUS$2.6tUS$99.0b22.3x27x1x
Tue, 29 Aug 2023US$2.8tUS$2.6tUS$100.0b21x27.8x1.1x
Thu, 27 Jul 2023US$3.0tUS$2.5tUS$94.9b23x31.4x1.2x
Sat, 24 Jun 2023US$2.8tUS$2.5tUS$93.9b21x29.9x1.1x
Mon, 22 May 2023US$2.9tUS$2.5tUS$94.9b21.9x30.1x1.1x
Price to Earnings Ratio

30.1x


Total Market Cap: US$2.9tTotal Earnings: US$94.9bTotal Revenue: US$2.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Staples Sector Price to Earnings3Y Average 30x202420252026
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 34.1x which is higher than its 3-year average PE of 30.0x.
  • 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 2.4% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

US Market1.15%
Consumer Staples0.33%
Food and Staples Retail1.47%
Beverage0.62%
Tobacco-0.40%
Food-1.60%
Household Products-2.13%
Personal Products-5.05%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 170x.
    • Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings decline of 8.1% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 24.9x.
Forecasted Growth
  • Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 8.1% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 4.6% 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$191.8612.1%
+US$32.3b		13.4%PE27x
WMT WalmartUS$132.461.6%
+US$16.2b		34.8%PE48.2x
COST Costco WholesaleUS$1.04k2.9%
+US$13.0b		3.0%PE54x
MNST Monster BeverageUS$85.8213.0%
+US$9.6b		37.7%PE41.3x
KO Coca-ColaUS$80.452.6%
+US$8.7b		12.3%PE25.3x

Latest News

KO
US$80.45
Coca-Cola
7D
2.6%
1Y
12.3%
MO
US$72.41
Altria Group
7D
4.9%
1Y
24.7%
STZ
US$140.61
Constellation Brands
7D
-6.4%
1Y
-26.2%
DG
US$105.05
Dollar General
7D
-9.8%
1Y
13.0%
Narrative Update • May 14

DG: New CEO Transition And 2027 EPS Outlook Will Support Upside Potential

Analysts have trimmed their Dollar General price target by about $3 to reflect updated fair value assumptions of $113.66, with modest adjustments to the discount rate, revenue growth, profit margin, and expected future P/E contributing to the revised view. What's in the News Launched simmer & stir, a new private-label kitchen brand with nearly 30 tools and accessories, all priced at $12 or less and most between $2 and $3.50, with nationwide availability planned in about 16,000 stores beginning May 11 (Key Developments).
COST
US$1,041.25
Costco Wholesale
7D
2.9%
1Y
3.0%
CELH
US$29.01
Celsius Holdings
7D
-15.3%
1Y
-25.7%
Analysis Article • May 14

We Like Celsius Holdings' (NASDAQ:CELH) Earnings For More Than Just Statutory Profit

Despite posting healthy earnings, Celsius Holdings, Inc.'s ( NASDAQ:CELH ) stock has been quite weak. We have done some...
JBS
US$13.98
JBS
7D
-14.3%
1Y
n/a
PM
US$191.86
Philip Morris International
7D
12.1%
1Y
13.4%
EL
US$80.83
Estée Lauder Companies
7D
-5.2%
1Y
27.0%
Narrative Update • May 13

EL: Potential Puig Combination Will Drive Future Upside Potential

Analysts have trimmed their price target on Estée Lauder Companies from about $102.64 to $94.64, citing updated assumptions that combine slightly adjusted revenue growth and discount rate inputs with a higher projected profit margin and a lower future P/E multiple. What's in the News New fourth quarter 2026 guidance indicates an expected unfavorable impact of about 2% to sales growth and a dilutive impact of US$0.06 to diluted EPS, which directly feeds into earnings expectations for the near term (company guidance).
WMT
US$132.46
Walmart
7D
1.6%
1Y
34.8%
PEP
US$148.67
PepsiCo
7D
-4.9%
1Y
13.1%
PG
US$142.71
Procter & Gamble
7D
-2.3%
1Y
-12.1%
CL
US$88.84
Colgate-Palmolive
7D
1.7%
1Y
-0.9%
ADM
US$81.41
Archer-Daniels-Midland
7D
5.0%
1Y
66.6%
GIS
US$33.13
General Mills
7D
-7.2%
1Y
-39.1%
Narrative Update • May 11

GIS: Promotional Reset And Clean Label Shift Will Drive Gradual Rebound

Narrative Update The analyst price target for General Mills has been reduced by several firms across Wall Street, often by $2 to $8. Analysts are responding to slower than expected volume recovery, weaker consumer sentiment, higher promotional intensity, and updated company guidance through 2026.
MNST
US$85.82
Monster Beverage
7D
13.0%
1Y
37.7%