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Vietnamese (HOSE) Consumer Staples Sector Analysis
UpdatedDec 30, 2025
DataAggregated Company Financials
Companies55
- 7D-1.3%
- 3M-0.4%
- 1Y3.1%
- YTD1.5%
Over the last 7 days, the Consumer Staples industry has dropped 1.3%, driven by Vietnam Dairy Products declining 1.7%. Meanwhile, BAF Vietnam Agriculture actually outperformed within the industry, gaining 5.5% in the last week. Over the past 12 months, the industry was up 3.1%. Earnings are forecast to grow by 11% annually.
Sector Valuation and Performance
Has the Vietnamese Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 30 Dec 2025 | ₫688.0t | ₫375.3t | ₫33.9t | 12.6x | 20.3x | 1.8x |
| Thu, 27 Nov 2025 | ₫459.5t | ₫344.7t | ₫27.0t | 12.5x | 17x | 1.3x |
| Sat, 25 Oct 2025 | ₫444.2t | ₫344.3t | ₫25.7t | 13.9x | 17.3x | 1.3x |
| Mon, 22 Sep 2025 | ₫463.4t | ₫344.9t | ₫25.4t | 14.3x | 18.3x | 1.3x |
| Wed, 20 Aug 2025 | ₫464.4t | ₫345.0t | ₫25.5t | 13x | 18.2x | 1.3x |
| Fri, 18 Jul 2025 | ₫439.3t | ₫343.4t | ₫23.7t | 12.9x | 18.6x | 1.3x |
| Sun, 15 Jun 2025 | ₫408.8t | ₫337.9t | ₫23.3t | 12.1x | 17.5x | 1.2x |
| Tue, 13 May 2025 | ₫409.1t | ₫337.7t | ₫23.3t | 12.7x | 17.6x | 1.2x |
| Thu, 10 Apr 2025 | ₫352.6t | ₫336.3t | ₫23.1t | 10x | 15.3x | 1x |
| Sat, 08 Mar 2025 | ₫432.1t | ₫335.6t | ₫23.6t | 11.5x | 18.3x | 1.3x |
| Mon, 03 Feb 2025 | ₫425.2t | ₫325.5t | ₫22.7t | 12.5x | 18.8x | 1.3x |
| Wed, 01 Jan 2025 | ₫434.6t | ₫321.5t | ₫21.7t | 11.7x | 20x | 1.4x |
| Fri, 29 Nov 2024 | ₫435.0t | ₫321.7t | ₫21.8t | 11.5x | 20x | 1.4x |
| Sun, 27 Oct 2024 | ₫446.9t | ₫320.6t | ₫21.6t | 11.6x | 20.6x | 1.4x |
| Tue, 24 Sep 2024 | ₫458.7t | ₫315.8t | ₫20.6t | 12.7x | 22.3x | 1.5x |
| Thu, 22 Aug 2024 | ₫470.1t | ₫316.2t | ₫19.4t | 12.5x | 24.3x | 1.5x |
| Sat, 20 Jul 2024 | ₫440.5t | ₫309.5t | ₫19.4t | 12.1x | 22.7x | 1.4x |
| Mon, 17 Jun 2024 | ₫459.0t | ₫306.5t | ₫19.1t | 12.4x | 24x | 1.5x |
| Wed, 15 May 2024 | ₫439.6t | ₫309.9t | ₫19.1t | 12x | 23x | 1.4x |
| Fri, 12 Apr 2024 | ₫436.8t | ₫307.2t | ₫18.1t | 13.5x | 24.1x | 1.4x |
| Sun, 10 Mar 2024 | ₫458.9t | ₫306.5t | ₫16.1t | 12.7x | 28.5x | 1.5x |
| Tue, 06 Feb 2024 | ₫426.3t | ₫307.4t | ₫16.7t | 11.7x | 25.5x | 1.4x |
| Thu, 04 Jan 2024 | ₫444.7t | ₫308.2t | ₫16.0t | 13.1x | 27.8x | 1.4x |
| Sat, 02 Dec 2023 | ₫428.5t | ₫308.2t | ₫16.0t | 12.2x | 26.8x | 1.4x |
| Mon, 30 Oct 2023 | ₫414.3t | ₫304.8t | ₫16.7t | 12x | 24.9x | 1.4x |
| Wed, 27 Sep 2023 | ₫476.1t | ₫306.2t | ₫16.9t | 13.5x | 28.1x | 1.6x |
| Fri, 25 Aug 2023 | ₫486.6t | ₫307.6t | ₫16.9t | 13.8x | 28.8x | 1.6x |
| Sun, 23 Jul 2023 | ₫490.8t | ₫303.0t | ₫18.1t | 12.2x | 27x | 1.6x |
| Tue, 20 Jun 2023 | ₫454.6t | ₫305.2t | ₫17.8t | 11.1x | 25.6x | 1.5x |
| Thu, 18 May 2023 | ₫462.1t | ₫305.1t | ₫17.7t | 9.7x | 26.1x | 1.5x |
| Sat, 15 Apr 2023 | ₫476.1t | ₫309.2t | ₫21.3t | 9.4x | 22.4x | 1.5x |
| Mon, 13 Mar 2023 | ₫502.4t | ₫311.5t | ₫21.6t | 8.8x | 23.2x | 1.6x |
| Wed, 08 Feb 2023 | ₫521.9t | ₫306.2t | ₫25.7t | 8.3x | 20.3x | 1.7x |
| Fri, 06 Jan 2023 | ₫531.7t | ₫306.9t | ₫30.5t | 9.6x | 17.4x | 1.7x |
Price to Earnings Ratio
17.4x
Current Industry PE
- Investors are relatively neutral on the Vietnamese 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 22.2x.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 3.7% per year over the last three years.
- Revenues for these companies have grown 6.9% 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 Vietnamese Consumer Staples sector?
| VN Market | 0.18% | |
| Consumer Staples | -1.32% | |
| Tobacco | 3.81% | |
| Household Products | -1.04% | |
| Food | -1.26% | |
| Beverage | -1.80% | |
Industry PE
- Investors are most optimistic about the Food industry, which is trading close to its 3-year average PE ratio of 23.7x.
- Analysts are expecting annual earnings growth of 12.3%, which is lower than the prior year's growth of 14.8% per year.
- Investors are most pessimistic about the Tobacco industry, which is trading close to its 3-year average of 8.2x.
Forecasted Growth
- Analysts are most optimistic on the Food industry, expecting annual earnings growth of 12% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Beverage industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MSN Masan Group | ₫76.90k | 1.1% +₫1.2t | 9.9% | PE33.4x | |
| VHC Vinh Hoan | ₫56.60k | 4.2% +₫516.2b | -19.7% | PE8x | |
| BAF BAF Vietnam Agriculture | ₫37.25k | 3.8% +₫410.4b | 32.6% | PE24.3x | |
| HNG Hoang Anh Gia Lai Agricultural | ₫4.68k | 7.3% +₫354.7b | 11.7% | PS10.9x | |
| SBT Thanh Thanh Cong - Bien Hoa | ₫24.50k | 0.8% +₫171.0b | 105.7% | PE31.6x |