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U.S. Consumer Staples Sector Analysis

UpdatedSep 10, 2026
DataAggregated Company Financials
Companies386
  • 7D-2.5%
  • 3M-4.6%
  • 1Y2.5%
  • YTD3.2%

Over the last 7 days, the Consumer Staples industry has dropped 2.5%, driven by declines in Procter & Gamble and Costco Wholesale of 3.4% and 2.8%, respectively. As for the longer term, the industry's performance has been flat for the past year. 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
Thu, 10 Sep 2026US$3.3tUS$2.8tUS$105.7b18.1x30.9x1.2x
Sat, 08 Aug 2026US$3.4tUS$2.7tUS$105.4b19.7x31.8x1.2x
Mon, 06 Jul 2026US$3.4tUS$2.7tUS$101.6b19x33x1.2x
Wed, 03 Jun 2026US$3.3tUS$2.7tUS$102.6b19x31.8x1.2x
Fri, 01 May 2026US$3.4tUS$2.7tUS$101.1b21x33.9x1.3x
Sun, 29 Mar 2026US$3.3tUS$2.7tUS$100.6b20.4x33.2x1.3x
Tue, 24 Feb 2026US$3.5tUS$2.7tUS$99.8b23.6x35.2x1.3x
Thu, 22 Jan 2026US$3.4tUS$2.7tUS$107.8b22.7x31.6x1.3x
Sat, 20 Dec 2025US$3.4tUS$2.7tUS$109.1b21.5x30.9x1.3x
Mon, 17 Nov 2025US$3.2tUS$2.7tUS$111.1b20.9x28.8x1.2x
Wed, 15 Oct 2025US$3.2tUS$2.7tUS$112.3b21x28.8x1.2x
Fri, 12 Sep 2025US$3.3tUS$2.7tUS$110.2b21.5x29.8x1.2x
Sun, 10 Aug 2025US$3.4tUS$2.8tUS$101.8b22x33.3x1.2x
Tue, 08 Jul 2025US$3.3tUS$2.8tUS$104.7b21.7x31.3x1.2x
Thu, 05 Jun 2025US$3.3tUS$2.7tUS$104.7b21.3x31.5x1.2x
Sat, 03 May 2025US$3.2tUS$2.7tUS$106.4b20.6x30.3x1.2x
Mon, 31 Mar 2025US$3.1tUS$2.7tUS$105.4b21.1x29.8x1.2x
Wed, 26 Feb 2025US$3.3tUS$2.7tUS$105.1b21.6x31.3x1.2x
Fri, 24 Jan 2025US$3.1tUS$2.7tUS$102.6b22x30.5x1.2x
Sun, 22 Dec 2024US$3.2tUS$2.7tUS$101.4b22.7x31.4x1.2x
Tue, 19 Nov 2024US$3.1tUS$2.6tUS$98.0b22.4x31.9x1.2x
Thu, 17 Oct 2024US$3.2tUS$2.6tUS$97.9b21.7x33.1x1.2x
Sat, 14 Sep 2024US$3.2tUS$2.6tUS$102.3b22x31.6x1.2x
Mon, 12 Aug 2024US$3.1tUS$2.6tUS$105.1b20.6x29.2x1.2x
Wed, 10 Jul 2024US$3.0tUS$2.6tUS$107.7b19.2x28x1.1x
Fri, 07 Jun 2024US$3.0tUS$2.6tUS$105.5b19.3x28.8x1.2x
Sun, 05 May 2024US$3.0tUS$2.6tUS$101.8b20.1x29.1x1.1x
Tue, 02 Apr 2024US$3.1tUS$2.6tUS$103.9b21x29.6x1.2x
Thu, 29 Feb 2024US$3.0tUS$2.6tUS$111.2b20.9x26.9x1.1x
Sat, 27 Jan 2024US$2.9tUS$2.6tUS$110.1b21.4x26.3x1.1x
Mon, 25 Dec 2023US$2.8tUS$2.6tUS$104.5b22x26.7x1.1x
Wed, 22 Nov 2023US$2.7tUS$2.6tUS$102.8b21.2x26.2x1x
Fri, 20 Oct 2023US$2.6tUS$2.6tUS$102.1b21.1x25.5x1x
Sun, 17 Sep 2023US$2.8tUS$2.6tUS$98.9b22.4x28x1.1x
Price to Earnings Ratio

28x


Total Market Cap: US$2.8tTotal Earnings: US$98.9bTotal Revenue: US$2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Staples Sector Price to Earnings3Y Average 30.3x202420252026
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 30.3x.
  • 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 2.2% per year over the last three years.
  • Revenues for these companies have grown 2.5% 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 Market-0.22%
Consumer Staples-2.49%
Food and Staples Retail-1.96%
Beverage-2.14%
Food-3.08%
Tobacco-3.40%
Household Products-4.04%
Personal Products-4.65%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 178x.
    • Analysts are expecting annual earnings growth of 27.5%, which is higher than its past year's earnings decline of 8.9% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 24.3x.
Forecasted Growth
  • Analysts are most optimistic on the Tobacco industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 5.3% 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
ADM Archer-Daniels-MidlandUS$86.551.4%
+US$563.9m		40.9%PE23.6x
TBBB BBB FoodsUS$51.664.7%
+US$279.9m		106.3%PS1.2x
BG Bunge GlobalUS$123.500.5%
+US$123.0m		50.0%PE23.5x
AGRO AdecoagroUS$12.465.8%
+US$98.1m		52.9%PE36.3x
ODD Oddity TechUS$16.4813.7%
+US$91.8m		-73.6%PE50.1x

Latest News

AVO
US$13.42
Mission Produce
7D
5.1%
1Y
14.3%
PG
US$142.64
Procter & Gamble
7D
-3.4%
1Y
-9.3%
CASY
US$629.03
Casey's General Stores
7D
-17.1%
1Y
13.5%
HLF
US$12.63
Herbalife
7D
3.9%
1Y
36.0%
ODD
US$16.48
Oddity Tech
7D
13.7%
1Y
-73.6%
ADM
US$86.55
Archer-Daniels-Midland
7D
1.4%
1Y
40.9%
Seeking Alpha • Sep 09

Archer-Daniels-Midland Company: Agro Commodity Supercycle Inflection Unlocks Asymmetric Upside

Summary Archer-Daniels-Midland is positioned to benefit from an emerging agro-commodity supercycle, supported by macro tailwinds like a weakening DXY and rising fertilizer prices. ADM’s aggressive cost-saving initiatives ($500–$750 million), brownfield expansions, and operational fixes are set to drive margin expansion and operating leverage. The company’s robust balance sheet, disciplined capital allocation, and a 50+ year dividend growth streak provide strong downside protection and shareholder returns. I rate ADM a buy, citing asymmetric risk-reward, fair valuation, and significant re-rating potential as the agricultural cycle turns favorable. Read the full article on Seeking Alpha
PM
US$185.71
Philip Morris International
7D
-1.2%
1Y
12.3%
KO
US$87.55
Coca-Cola
7D
-0.8%
1Y
29.1%
MNST
US$42.84
Monster Beverage
7D
-3.6%
1Y
36.4%
Seeking Alpha • Sep 07

Monster Beverage: An Exceptional Business At Full Price

Summary Monster Beverage continues to prioritize absolute gross profit dollars over margin percentages, especially as international sales grow. International expansion is a key revenue driver, and it also helps reduce concentration risk in the North American market. The concentration risk in the energy drink segment remains, however. Despite the recent pullback, the firm remains fully valued, with little to no margin of safety. For these reasons, I reiterate my hold rating. Read the full article on Seeking Alpha
PEP
US$136.69
PepsiCo
7D
-2.7%
1Y
-4.2%
Seeking Alpha • Sep 06

PepsiCo: Buy The Dip, But Don't Expect An Easy Recovery

Summary PepsiCo remains a buy, supported by robust international growth and a 4.3% dividend yield, despite North American weakness. Q2 results highlight international strength offsetting sluggish North American recovery, with core operating margins under pressure and volume growth lagging expectations. Guidance for 2026 is reaffirmed, but EPS is likely to land at the low end of the range, hinging on a strong Q4 and tariff refunds. Valuation upside to $147–$156 is justified by peer multiples and historical EV/EBITDA, but further gains depend on successful execution and easing macro risks. Read the full article on Seeking Alpha
BG
US$123.50
Bunge Global
7D
0.5%
1Y
50.0%
AGRO
US$12.46
Adecoagro
7D
5.8%
1Y
52.9%
COST
US$902.60
Costco Wholesale
7D
-2.8%
1Y
-5.6%
KMB
US$98.70
Kimberly-Clark
7D
-9.7%
1Y
-22.9%
TBBB
US$51.66
BBB Foods
7D
4.7%
1Y
106.3%
Narrative Update • Aug 27

TBBB: Expansion Losses And Q2 Execution Risks Will Test Lofty Expectations

Analysts have raised their price targets on BBB Foods to a higher range of $48 to $51, pointing to stronger same store sales, a more profitable store base and what they view as an outstanding growth profile for the business. Analyst Commentary Recent research coverage on BBB Foods has highlighted a mix of optimism about the business model and awareness of the risks that could affect how the stock trades from here.
SEB
US$4,316.42
Seaboard
7D
1.3%
1Y
11.3%