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U.S. Consumer Staples Sector Analysis

UpdatedMar 21, 2026
DataAggregated Company Financials
Companies408
  • 7D-4.4%
  • 3M3.3%
  • 1Y7.6%
  • YTD4.6%

Over the last 7 days, the Consumer Staples industry has dropped 4.4%, driven by a pullback from Walmart of 5.9%. This takes the industry's 12 month performance to a gain of 7.6%. 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, 21 Mar 2026US$3.3tUS$2.7tUS$100.6b20.7x32.9x1.2x
Mon, 16 Feb 2026US$3.6tUS$2.7tUS$101.5b23.8x35.8x1.4x
Wed, 14 Jan 2026US$3.4tUS$2.7tUS$107.8b21.9x31.1x1.3x
Fri, 12 Dec 2025US$3.3tUS$2.7tUS$109.2b22.5x30.6x1.3x
Sun, 09 Nov 2025US$3.2tUS$2.7tUS$111.6b20.2x28.5x1.2x
Tue, 07 Oct 2025US$3.2tUS$2.7tUS$110.6b20.6x29.3x1.2x
Thu, 04 Sep 2025US$3.3tUS$2.7tUS$110.2b21.7x29.9x1.2x
Sat, 02 Aug 2025US$3.2tUS$2.8tUS$99.1b20.9x32.4x1.2x
Mon, 30 Jun 2025US$3.2tUS$2.8tUS$105.1b20.5x30.7x1.2x
Wed, 28 May 2025US$3.2tUS$2.7tUS$104.5b20.1x30.9x1.2x
Fri, 25 Apr 2025US$3.2tUS$2.7tUS$107.9b20.6x30x1.2x
Sun, 23 Mar 2025US$3.1tUS$2.7tUS$102.8b21.2x30.2x1.2x
Tue, 18 Feb 2025US$3.3tUS$2.7tUS$105.9b20.9x31.2x1.2x
Thu, 16 Jan 2025US$3.1tUS$2.7tUS$101.5b21.8x30.4x1.2x
Sat, 14 Dec 2024US$3.3tUS$2.7tUS$101.5b23.3x32.3x1.2x
Mon, 11 Nov 2024US$3.2tUS$2.6tUS$95.7b20.9x33.2x1.2x
Wed, 09 Oct 2024US$3.2tUS$2.6tUS$100.9b21.8x31.3x1.2x
Fri, 06 Sep 2024US$3.2tUS$2.6tUS$101.6b21.7x31.7x1.2x
Sun, 04 Aug 2024US$3.1tUS$2.6tUS$105.0b21.5x29.4x1.2x
Tue, 02 Jul 2024US$3.0tUS$2.6tUS$106.9b19.9x28x1.1x
Thu, 30 May 2024US$3.0tUS$2.6tUS$105.7b20.2x28.4x1.1x
Sat, 27 Apr 2024US$3.0tUS$2.6tUS$101.8b19.7x29x1.1x
Mon, 25 Mar 2024US$3.1tUS$2.6tUS$110.2b20.8x27.7x1.2x
Wed, 21 Feb 2024US$3.0tUS$2.6tUS$111.1b21.2x26.7x1.1x
Fri, 19 Jan 2024US$2.8tUS$2.6tUS$108.3b21.4x26.1x1.1x
Sun, 17 Dec 2023US$2.8tUS$2.6tUS$104.5b21.4x26.3x1.1x
Tue, 14 Nov 2023US$2.7tUS$2.6tUS$101.1b21.5x26.8x1x
Thu, 12 Oct 2023US$2.6tUS$2.6tUS$101.5b21.9x25.5x1x
Sat, 09 Sep 2023US$2.8tUS$2.6tUS$99.8b21.4x27.6x1.1x
Mon, 07 Aug 2023US$2.8tUS$2.5tUS$97.3b23.7x29.2x1.1x
Wed, 05 Jul 2023US$2.8tUS$2.5tUS$93.3b21.6x30.4x1.1x
Fri, 02 Jun 2023US$2.7tUS$2.5tUS$94.7b20.9x28.9x1.1x
Sun, 30 Apr 2023US$2.9tUS$2.5tUS$95.9b20.4x29.9x1.1x
Tue, 28 Mar 2023US$2.7tUS$2.5tUS$96.6b20.1x28.4x1.1x
Price to Earnings Ratio

28.4x


Total Market Cap: US$2.7tTotal 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 29.7x202420252026
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 32.9x which is higher than its 3-year average PE of 29.7x.
  • 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 2.1% 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 Market-1.86%
Consumer Staples-4.37%
Personal Products-1.50%
Food-3.19%
Household Products-3.89%
Tobacco-3.95%
Beverage-4.31%
Food and Staples Retail-4.92%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 167x.
    • Analysts are expecting annual earnings growth of 30.2%, 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 25.2x.
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 6.0% 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
MDLZ Mondelez InternationalUS$56.212.4%
+US$1.7b		-12.9%PE29.4x
AGRO AdecoagroUS$14.1130.4%
+US$481.1m		30.3%PS1.4x
OLPX Olaplex HoldingsUS$1.3310.8%
+US$87.0m		-0.7%PS2.1x
DAR Darling IngredientsUS$55.140.6%
+US$53.9m		84.9%PE139.2x
BRBR BellRing BrandsUS$17.222.3%
+US$45.7m		-75.6%PE11x

Latest News

WMT
US$119.02
Walmart
7D
-5.9%
1Y
38.4%
MNST
US$73.69
Monster Beverage
7D
-4.4%
1Y
28.6%
DAR
US$55.14
Darling Ingredients
7D
0.6%
1Y
84.9%
OLPX
US$1.33
Olaplex Holdings
7D
10.8%
1Y
-0.7%

OLPX: Takeover Talks And Margin Resilience Will Support Future Upside

Analysts have trimmed their average price target on Olaplex Holdings to $2.50 from $4.00. This change reflects more cautious assumptions on revenue growth and valuation multiples, even as margin expectations are adjusted upward.
BRBR
US$17.22
BellRing Brands
7D
2.3%
1Y
-75.6%

BRBR: Protein Adoption And Reset Expectations Will Shape Future Upside Potential

BellRing Brands' fair value estimate has shifted from $50.00 to $35.00 as analysts recalibrate price targets across the group, citing softer recent volume data, a reset in assumed future P/E multiples, and a more measured stance on competition, even as they still point to growing mainstream demand for convenient protein shakes and snacks. Analyst Commentary Recent Street research on BellRing Brands points to a mixed but still constructive backdrop, with several bullish analysts highlighting the broader protein theme and the company's role in it, even as price targets reset lower.
MO
US$64.47
Altria Group
7D
-5.0%
1Y
11.9%
AGRO
US$14.11
Adecoagro
7D
30.4%
1Y
30.3%
PM
US$163.11
Philip Morris International
7D
-6.6%
1Y
7.7%
PG
US$144.28
Procter & Gamble
7D
-4.2%
1Y
-13.4%
PEP
US$150.04
PepsiCo
7D
-6.2%
1Y
3.2%
KO
US$74.75
Coca-Cola
7D
-3.3%
1Y
8.9%
COST
US$972.33
Costco Wholesale
7D
-3.6%
1Y
6.9%

COST: Membership Headwinds And Rich P E Will Shape Cautious Outlook

Costco Wholesale's intrinsic value estimate has been lifted by about $23 to $822.59 per share as analysts factor in higher long term price targets, supported by consistent same store sales execution, resilient traffic and ticket trends, recurring membership income growth, and views that the warehouse model remains a core holding for many portfolios despite a premium P/E multiple and membership growth headwinds flagged in some recent research. Analyst Commentary Recent research on Costco Wholesale centers on strong operational execution and consistent earnings beats, alongside ongoing debate about how much of that quality is already reflected in the share price.
MDLZ
US$56.21
Mondelez International
7D
2.4%
1Y
-12.9%

MDLZ: Consistent Guidance And Buybacks Will Support Future Re Rating

Analysts have made a small adjustment to their view on Mondelez International, trimming the average price target by $1 to $73 while highlighting steady guidance through the 2026 CAGNY conference and mixed sentiment across U.S. food peers. Analyst Commentary Recent research around the 2026 CAGNY conference shows that views on Mondelez are split, with some firms trimming price targets and others lifting them, while ratings generally stay positive.
RDGT
US$3.03
Ridgetech
7D
37.2%
1Y
223.4%
ACI
US$17.29
Albertsons Companies
7D
0.1%
1Y
-18.2%

ACI: Digital And Pharmacy Momentum Will Support Earnings Resilience In Tougher Food Retail Conditions

Narrative Update on Albertsons Companies The consolidated analyst price target for Albertsons has edged down by about $2 per share, as analysts factor in lower company earnings guidance, modestly reduced long term P/E expectations, and a slightly lower discount rate despite support from pharmacy and digital growth. Analyst Commentary Recent research paints a mixed picture for Albertsons, with price targets generally coming down while opinions on execution and growth drivers remain split.
STKL
US$6.50
SunOpta
7D
0.9%
1Y
24.8%

STKL: Refresco Cash Deal And Downgrade Will Set Up Future Upside

Analysts have trimmed their price target on SunOpta to $7.40. This reflects a more cautious stance following a recent downgrade, while their core assumptions on growth, margins, discount rate, and future P/E remain essentially unchanged.