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U.S. Consumer Staples Sector Analysis

UpdatedAug 25, 2026
DataAggregated Company Financials
Companies381
  • 7D1.0%
  • 3M1.7%
  • 1Y7.4%
  • YTD8.2%

The Consumer Staples industry is up 1.0% in the last week, with Coca-Cola up 5.8%. In the same time, Walmart was down 6.9%. This means that the industry has gained 7.4% over the past year. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

Has the U.S. Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Aug 2026US$3.3tUS$2.8tUS$105.1b18.5x31.7x1.2x
Thu, 23 Jul 2026US$3.3tUS$2.7tUS$101.0b18.9x32.6x1.2x
Sat, 20 Jun 2026US$3.3tUS$2.7tUS$103.8b18.4x32x1.2x
Mon, 18 May 2026US$3.5tUS$2.7tUS$101.8b18.6x34x1.3x
Wed, 15 Apr 2026US$3.4tUS$2.7tUS$101.3b20.3x33.2x1.3x
Fri, 13 Mar 2026US$3.4tUS$2.7tUS$100.9b22.3x34x1.3x
Sun, 08 Feb 2026US$3.6tUS$2.7tUS$103.0b23x34.9x1.4x
Tue, 06 Jan 2026US$3.2tUS$2.7tUS$108.1b21.3x29.7x1.2x
Thu, 04 Dec 2025US$3.3tUS$2.7tUS$112.5b21.7x29.5x1.2x
Sat, 01 Nov 2025US$3.2tUS$2.7tUS$115.0b19.6x27.9x1.2x
Mon, 29 Sep 2025US$3.2tUS$2.7tUS$111.0b21.2x29.1x1.2x
Wed, 27 Aug 2025US$3.3tUS$2.8tUS$103.9b21.9x31.7x1.2x
Fri, 25 Jul 2025US$3.2tUS$2.8tUS$105.3b21.7x30.8x1.2x
Sun, 22 Jun 2025US$3.2tUS$2.8tUS$105.9b20.9x30x1.2x
Tue, 20 May 2025US$3.3tUS$2.7tUS$104.4b20.6x31.3x1.2x
Thu, 17 Apr 2025US$3.2tUS$2.7tUS$107.9b19.9x29.8x1.2x
Sat, 15 Mar 2025US$3.1tUS$2.7tUS$102.8b21.2x30x1.2x
Mon, 10 Feb 2025US$3.2tUS$2.7tUS$104.0b20.9x31.2x1.2x
Wed, 08 Jan 2025US$3.1tUS$2.7tUS$101.3b21.7x30.7x1.2x
Fri, 06 Dec 2024US$3.3tUS$2.6tUS$101.2b23.8x32.5x1.2x
Sun, 03 Nov 2024US$3.1tUS$2.6tUS$96.0b19.6x32.5x1.2x
Tue, 01 Oct 2024US$3.2tUS$2.6tUS$102.5b21.7x31.6x1.2x
Thu, 29 Aug 2024US$3.2tUS$2.6tUS$102.0b20.8x31.4x1.2x
Sat, 27 Jul 2024US$3.0tUS$2.6tUS$107.1b20.9x28.3x1.2x
Mon, 24 Jun 2024US$3.0tUS$2.6tUS$106.7b20.1x28.3x1.1x
Wed, 22 May 2024US$3.0tUS$2.6tUS$105.8b20.5x28.7x1.2x
Fri, 19 Apr 2024US$3.0tUS$2.6tUS$103.8b19.8x28.5x1.1x
Sun, 17 Mar 2024US$3.0tUS$2.6tUS$110.0b20.2x27.5x1.2x
Tue, 13 Feb 2024US$2.9tUS$2.6tUS$111.5b21.1x26.4x1.1x
Thu, 11 Jan 2024US$2.8tUS$2.6tUS$108.4b21.3x26.2x1.1x
Sat, 09 Dec 2023US$2.7tUS$2.6tUS$104.2b21.6x26.3x1.1x
Mon, 06 Nov 2023US$2.7tUS$2.6tUS$102.7b21.1x26.2x1x
Wed, 04 Oct 2023US$2.7tUS$2.6tUS$99.0b21.9x26.8x1x
Fri, 01 Sep 2023US$2.8tUS$2.6tUS$99.8b21.6x28x1.1x
Price to Earnings Ratio

28x


Total Market Cap: US$2.8tTotal Earnings: US$99.8bTotal Revenue: US$2.6tTotal 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 2.5% 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-1.55%
Consumer Staples1.04%
Personal Products11.28%
Beverage5.65%
Household Products2.48%
Food2.18%
Food and Staples Retail-2.31%
Tobacco-2.67%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 177x.
    • 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 24.4x.
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
KO Coca-ColaUS$91.995.8%
+US$21.6b		33.5%PE27.6x
PM Philip Morris InternationalUS$191.463.8%
+US$10.8b		14.4%PE27.5x
PEP PepsiCoUS$144.674.7%
+US$8.8b		-2.4%PE18.9x
TGT TargetUS$169.8912.5%
+US$8.6b		74.9%PE17.6x
PG Procter & GambleUS$146.602.4%
+US$8.1b		-6.1%PE21.6x

Latest News

PM
US$191.46
Philip Morris International
7D
3.8%
1Y
14.4%
Seeking Alpha • 6h

Philip Morris: Big Tobacco With High-Growth Smoke-Free Assets - Premium Price Tag

Summary PM's premium positioning across IQOS (heated), ZYN (nicotine pouches), VEEV One (vape), and Marlboro (cigarettes) underscores their robust pricing power amid uncertain macros. The smoke-free segment, led by ZYN and IQOS, now comprises >41% of revenues, supporting a multi-year asset renewal/adoption runway amid secular combustible decline. Premium valuations are justified by strong FCF, rich dividend growth, and lower debt leverage, with PM likely to announce the next payout hike in September. Risks include Japan's excise tax impacts, US regulatory uncertainty for IQOS ILUMA, intensifying competition in nicotine pouches, and higher US investments in H2 '26. PM remains a Buy for dividend-oriented investors seeking to complement their diversified income portfolio, given the pulled-forward upside potential. Read the full article on Seeking Alpha
TGT
US$169.89
Target
7D
12.5%
1Y
74.9%
ADM
US$78.16
Archer-Daniels-Midland
7D
-3.9%
1Y
21.7%
Seeking Alpha • Aug 24

Archer-Daniels-Midland: A Toll Collector Crushing Q2 Like Its Seed Oils

Summary Archer-Daniels-Midland is rated a buy, supported by its dominant infrastructure and toll-collector role in global food and energy supply chains. ADM's ag services and oilseeds segment drove 129% year-on-year operating profit growth, underlining its competitive moat and scale advantages. EPA's Renewable Fuel Standard mandates create a structural demand floor for ADM's biofuel-linked businesses, catalyzing robust forward earnings growth. ADM guides for 2026 adjusted EPS of $5.15–$5.60, well above prior guidance, and is considered fairly valued with strong upside potential as earnings expand. Read the full article on Seeking Alpha
WMT
US$106.49
Walmart
7D
-6.9%
1Y
10.8%
MO
US$68.47
Altria Group
7D
7.1%
1Y
2.1%
Seeking Alpha • Aug 23

Altria: Attractive Yield, But I'm Still Waiting For A Better Entry

Summary Altria is rated a hold, with shares fairly valued at 11.76x forward earnings and a 6%+ dividend yield. Q2 earnings were mixed: EPS missed by $0.02, but revenue beat by $760M. Buybacks and dividend coverage remain robust. Smoke-free product growth is promising, but oral tobacco segment weakness and cigarette volume declines are key risks. I await a further 10%-20% price drop for a better margin of safety, despite raised full-year EPS guidance. Read the full article on Seeking Alpha
PG
US$146.60
Procter & Gamble
7D
2.4%
1Y
-6.1%
KO
US$91.99
Coca-Cola
7D
5.8%
1Y
33.5%
PRMB
US$23.02
Primo Brands
7D
-5.6%
1Y
-7.2%
Narrative Update • Aug 21

PRMB: Leadership Changes And Buybacks Will Support Measured Multiple Reassessment

Primo Brands' fair value estimate has been raised from $22.00 to $25.00, as analysts factor in updated assumptions for revenue growth, profit margins and future P/E multiples that align with a series of higher Street price targets in the $29 to $35 range. Analyst Commentary Recent Street research on Primo Brands has centered on how current trading levels compare with updated price targets in the high US$20s to mid US$30s.
PEP
US$144.67
PepsiCo
7D
4.7%
1Y
-2.4%
EL
US$104.13
Estée Lauder Companies
7D
23.5%
1Y
17.4%
Narrative Update • Aug 20

EL: Turnaround Momentum And M&A Plans Will Shape Future Standalone Upside

Analysts have raised their price target for Estée Lauder Companies from $95.12 to $105.00, citing updated assumptions for revenue growth, profit margins, and future P/E, which are reflected in a slightly higher discount rate. What’s in the News for Estée Lauder Companies Estée Lauder Companies reported a strong fiscal Q3 2026, with EPS ahead of forecasts by 40% and double digit growth in fragrance sales, supported by its Beauty Reimagined turnaround plan and tighter cost control.
DAR
US$62.32
Darling Ingredients
7D
-7.9%
1Y
73.4%
Seeking Alpha • Aug 19

Darling Ingredients: Renewable Fuel Tailwinds & Margin Expansion Support Upside

Summary Darling Ingredients is well positioned for FY26, benefiting from higher fat/protein prices, strong animal feed demand, and favorable renewable fuel economics. Diamond Green Diesel remains a key earnings driver, with robust volume growth and EBITDA per gallon supporting margin expansion and profitability. DAR trades at a 30% discount to the sector median P/E, despite higher revenue and free cash flow growth, underpinning a Buy rating. Operational optimization, product mix shift toward higher-margin collagen, and supportive regulatory mandates are expected to drive further margin and revenue gains. Read the full article on Seeking Alpha
CASY
US$854.21
Casey's General Stores
7D
-1.8%
1Y
72.0%
TSN
US$57.87
Tyson Foods
7D
-1.3%
1Y
0.7%
COST
US$971.40
Costco Wholesale
7D
1.9%
1Y
3.2%
BG
US$110.16
Bunge Global
7D
-4.1%
1Y
25.0%
SEB
US$4,230.81
Seaboard
7D
-5.0%
1Y
14.6%