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U.S. Consumer Staples Sector Analysis

UpdatedMay 17, 2026
DataAggregated Company Financials
Companies400
  • 7D-0.1%
  • 3M-4.4%
  • 1Y7.3%
  • YTD10.1%

The Consumer Staples is pretty flat in the last 7 days, but Philip Morris International has stood out, gaining 11%. As for the the longer term, the industry is up 7.3% 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
Sun, 17 May 2026US$3.5tUS$2.7tUS$101.8b18.6x34x1.3x
Tue, 14 Apr 2026US$3.4tUS$2.7tUS$101.3b20.2x33.4x1.3x
Thu, 12 Mar 2026US$3.5tUS$2.7tUS$100.8b22.2x34.3x1.3x
Sat, 07 Feb 2026US$3.5tUS$2.7tUS$103.0b22.9x34.3x1.3x
Mon, 05 Jan 2026US$3.2tUS$2.7tUS$108.1b21.5x29.8x1.2x
Wed, 03 Dec 2025US$3.3tUS$2.7tUS$112.5b21x29.4x1.2x
Fri, 31 Oct 2025US$3.3tUS$2.7tUS$115.5b19.7x28.4x1.2x
Sun, 28 Sep 2025US$3.2tUS$2.7tUS$111.0b21.2x29.1x1.2x
Tue, 26 Aug 2025US$3.3tUS$2.8tUS$103.9b21.7x32x1.2x
Thu, 24 Jul 2025US$3.2tUS$2.8tUS$105.3b21.9x30.8x1.2x
Sat, 21 Jun 2025US$3.2tUS$2.8tUS$105.9b20.9x30x1.2x
Mon, 19 May 2025US$3.3tUS$2.7tUS$104.4b20.7x31.3x1.2x
Wed, 16 Apr 2025US$3.2tUS$2.7tUS$107.9b20x30.1x1.2x
Fri, 14 Mar 2025US$3.1tUS$2.7tUS$102.9b21.2x30.3x1.2x
Sun, 09 Feb 2025US$3.2tUS$2.7tUS$104.0b20.9x31.2x1.2x
Tue, 07 Jan 2025US$3.1tUS$2.7tUS$101.3b22x30.9x1.2x
Thu, 05 Dec 2024US$3.3tUS$2.6tUS$101.2b23.6x32.5x1.2x
Sat, 02 Nov 2024US$3.1tUS$2.6tUS$96.0b19.6x32.4x1.2x
Mon, 30 Sep 2024US$3.2tUS$2.6tUS$102.5b21.4x31.6x1.2x
Wed, 28 Aug 2024US$3.2tUS$2.6tUS$101.8b20.8x31.5x1.2x
Fri, 26 Jul 2024US$3.0tUS$2.6tUS$107.2b20.8x28.3x1.2x
Sun, 23 Jun 2024US$3.0tUS$2.6tUS$106.7b20.1x28.3x1.1x
Tue, 21 May 2024US$3.1tUS$2.6tUS$105.8b20.5x28.9x1.2x
Thu, 18 Apr 2024US$3.0tUS$2.6tUS$103.8b19.8x28.4x1.1x
Sat, 16 Mar 2024US$3.0tUS$2.6tUS$110.0b20.2x27.5x1.2x
Mon, 12 Feb 2024US$2.9tUS$2.6tUS$111.5b21x26.2x1.1x
Wed, 10 Jan 2024US$2.8tUS$2.6tUS$108.1b21.4x26.2x1.1x
Fri, 08 Dec 2023US$2.7tUS$2.6tUS$104.4b21.7x26.2x1x
Sun, 05 Nov 2023US$2.7tUS$2.6tUS$102.7b21.1x26.2x1x
Tue, 03 Oct 2023US$2.7tUS$2.6tUS$99.0b22.2x27x1x
Thu, 31 Aug 2023US$2.8tUS$2.6tUS$100.0b21.9x28.1x1.1x
Sat, 29 Jul 2023US$3.0tUS$2.5tUS$95.2b23.5x31x1.2x
Mon, 26 Jun 2023US$2.8tUS$2.5tUS$93.9b21x29.9x1.1x
Wed, 24 May 2023US$2.8tUS$2.5tUS$94.9b21.5x29.5x1.1x
Price to Earnings Ratio

29.5x


Total Market Cap: US$2.8tTotal 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 Market-0.34%
Consumer Staples-0.12%
Food and Staples Retail1.19%
Beverage0.13%
Tobacco-0.37%
Food-2.36%
Household Products-3.02%
Personal Products-5.57%
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 33.2%, 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 33% 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$189.6110.9%
+US$29.0b		11.2%PE26.7x
COST Costco WholesaleUS$1.05k4.0%
+US$17.8b		2.3%PE54.4x
KO Coca-ColaUS$80.823.1%
+US$10.3b		12.3%PE25.4x
MO Altria GroupUS$73.097.3%
+US$8.3b		24.1%PE15.2x
WMT WalmartUS$131.450.8%
+US$8.1b		33.8%PE47.9x

Latest News

MNST
US$87.09
Monster Beverage
7D
0.9%
1Y
38.5%
KHC
US$22.92
Kraft Heinz
7D
-4.3%
1Y
-17.4%
MO
US$73.09
Altria Group
7D
7.3%
1Y
24.1%
Seeking Alpha • 13h

Altria: Diversified Tobacco With Rich Return Prospects - Reiterate Buy

Summary MO's diversified portfolio, including discount and premium segments, enables it to capture both price-sensitive and affluent consumers, supporting stable market share despite changing demand. Their robust pricing power, margin expansion, and shareholder-friendly capital returns at over 80% of FCF underpin their attractive valuations, aided by the healthier balance sheet. The stock trades at discounted P/E of 12.77x while offering inflation-beating dividend yields of 5.86% and excellent upside potential to my bull-case LTPT of $88.80. Combined with the total return prospects of +40.2% and the great insights from the uptrend technical support, MO remains a Great Buy here. Read the full article on Seeking Alpha
COST
US$1,048.95
Costco Wholesale
7D
4.0%
1Y
2.3%
KO
US$80.82
Coca-Cola
7D
3.1%
1Y
12.3%
Seeking Alpha • May 15

Coca-Cola Is Not A Value Stock

Summary The Coca-Cola Company delivered robust Q1 results with 12% YoY revenue growth and notable North American outperformance. Despite raising EPS guidance to 8%-9%, Coca-Cola left full-year revenue growth projections unchanged at a tepid 4%-5%. Continued insider selling and an expanded forward P/E of 24.73 reinforce concerns about KO overvaluation. I reiterate my Sell rating on KO stock, citing premium valuation and an uninspiring growth outlook despite operational improvements. Read the full article on Seeking Alpha
WMT
US$131.45
Walmart
7D
0.8%
1Y
33.8%
Seeking Alpha • May 15

Walmart: Get Out Before The Correction

Summary WMT is at risk of a correction. Investors should consider trimming. Consensus expects Q1 revenue growth of 6.6%, but WMT's own guidance is a more modest 3.5-4.5% on a constant currency basis. Potential FX benefits could lift reported sales growth to around 6%, yet operating margin improvements are expected to be minor. Despite impressive scale and earnings, WMT's growth outlook and valuation do not warrant a buy or hold at these levels. In fact, a low single-digit growth fails to justify a 45x P/E ratio while there are many players growing faster, or cheaper, or both. Read the full article on Seeking Alpha
TGT
US$121.54
Target
7D
-3.0%
1Y
23.3%
DG
US$102.38
Dollar General
7D
-9.6%
1Y
9.4%
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).
JBS
US$13.48
JBS
7D
-16.3%
1Y
n/a
PM
US$189.61
Philip Morris International
7D
10.9%
1Y
11.2%
EL
US$80.28
Estée Lauder Companies
7D
-6.9%
1Y
23.2%
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).
PEP
US$149.12
PepsiCo
7D
-3.6%
1Y
13.0%
PG
US$141.57
Procter & Gamble
7D
-3.3%
1Y
-13.3%
CL
US$88.13
Colgate-Palmolive
7D
0.7%
1Y
-3.4%
ADM
US$80.40
Archer-Daniels-Midland
7D
3.5%
1Y
60.4%
MDLZ
US$60.44
Mondelez International
7D
-1.8%
1Y
-7.5%