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South African (JSE) Consumer Staples Sector Analysis

UpdatedSep 19, 2025
DataAggregated Company Financials
Companies22
  • 7D1.7%
  • 3M1.8%
  • 1Y-0.9%
  • YTD-1.7%

Over the last 7 days, the Consumer Staples industry has risen 1.4%, driven by gains from Shoprite Holdings of 2.4%. Meanwhile, SPAR Group actually underperformed within the industry, shrinking 7.2% in the last week. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

Has the South African Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Sep 2025R638.1bR1.1tR33.0b12.3x19.3x0.6x
Sun, 17 Aug 2025R629.4bR1.1tR31.5b12.5x20x0.6x
Tue, 15 Jul 2025R615.7bR1.1tR31.5b11.5x19.5x0.6x
Thu, 12 Jun 2025R633.8bR1.1tR31.5b12.7x20.1x0.6x
Sat, 10 May 2025R643.1bR1.1tR28.0b12.8x22.9x0.6x
Mon, 07 Apr 2025R572.8bR1.1tR27.9b11.6x20.5x0.5x
Wed, 05 Mar 2025R607.7bR1.1tR28.9b14x21x0.6x
Fri, 31 Jan 2025R646.9bR1.1tR28.8b15x22.5x0.6x
Sun, 29 Dec 2024R654.0bR1.1tR28.8b15.6x22.7x0.6x
Tue, 26 Nov 2024R618.7bR1.0tR26.0b14.8x23.8x0.6x
Thu, 24 Oct 2024R576.0bR905.7bR28.0b15.2x20.5x0.6x
Sat, 21 Sep 2024R596.1bR904.7bR28.4b14.6x21x0.7x
Mon, 19 Aug 2024R574.4bR900.0bR27.6b10.5x20.8x0.6x
Wed, 17 Jul 2024R554.3bR900.0bR27.6b10.3x20.1x0.6x
Fri, 14 Jun 2024R507.2bR880.4bR27.4b10.3x18.5x0.6x
Sun, 12 May 2024R525.7bR989.9bR26.9b10.4x19.6x0.5x
Tue, 09 Apr 2024R513.4bR988.2bR26.7b10.1x19.2x0.5x
Thu, 07 Mar 2024R538.6bR973.2bR26.5b10.4x20.3x0.6x
Sat, 03 Feb 2024R596.7bR1.1tR24.8b14.3x24.1x0.6x
Mon, 01 Jan 2024R588.4bR1.1tR24.8b14x23.7x0.6x
Wed, 29 Nov 2023R562.3bR1.1tR26.3b12.2x21.4x0.5x
Fri, 27 Oct 2023R529.8bR1.0tR27.4b11.8x19.3x0.5x
Sun, 24 Sep 2023R538.2bR1.0tR28.5b10.7x18.9x0.5x
Tue, 22 Aug 2023R542.8bR999.2bR27.0b11.3x20.1x0.5x
Thu, 20 Jul 2023R537.9bR999.2bR27.0b11.1x20x0.5x
Sat, 17 Jun 2023R542.4bR999.2bR27.2b11x20x0.5x
Mon, 15 May 2023R519.5bR969.5bR27.0b12.2x19.2x0.5x
Wed, 12 Apr 2023R543.1bR960.6bR27.3b12.9x19.9x0.6x
Fri, 10 Mar 2023R538.8bR958.7bR26.7b12.5x20.2x0.6x
Sun, 05 Feb 2023R553.4bR922.4bR25.3b12.6x21.8x0.6x
Tue, 03 Jan 2023R523.9bR922.4bR25.3b11.5x20.7x0.6x
Thu, 01 Dec 2022R550.2bR916.6bR23.7b14.7x23.2x0.6x
Sat, 29 Oct 2022R542.7bR906.2bR23.6b11.9x23x0.6x
Mon, 26 Sep 2022R506.5bR910.7bR22.9b11.7x22.1x0.6x
Price to Earnings Ratio

22.1x


Total Market Cap: R506.5bTotal Earnings: R22.9bTotal Revenue: R910.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 21.1x202320242025
Current Industry PE
  • Investors are relatively neutral on the South African 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 21.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.58x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 6.3% 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 South African Consumer Staples sector?

ZA Market1.59%
Consumer Staples1.71%
Food4.77%
Food and Staples Retail0.87%
Personal Products0%0
Beverage-0.056%
Industry PE
  • Investors are most optimistic about the Food and Staples Retail industry, which is trading close to its 3-year average PE ratio of 24.4x.
    • Analysts are expecting annual earnings growth of 14.9%, which is higher than its past year's earnings growth of 12.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Food industry is expected to see its earnings grow by 8.0% 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
SHP Shoprite HoldingsR287.642.4%
+R3.6b		-5.4%PE21x
TBS Tiger BrandsR315.774.7%
+R2.2b		31.1%PE12.3x
PMR Premier GroupR155.3610.7%
+R1.9b		64.2%PE16.6x
DCP Dis-Chem PharmaciesR34.294.8%
+R1.4b		-5.4%PE24.9x
AVI AVIR101.983.8%
+R1.2b		-5.0%PE13.9x

Latest News

SHP
R287.64
Shoprite Holdings
7D
2.4%
1Y
-5.4%
AVI
R101.98
AVI
7D
3.8%
1Y
-5.0%
BID
R447.91
Bid
7D
0.3%
1Y
0.9%
SPP
R101.89
SPAR Group
7D
-7.2%
1Y
-25.3%
RCL
R9.70
RCL Foods
7D
-1.0%
1Y
14.1%
SZK
R35.94
SAB Zenzele Kabili Holdings (RF)
7D
-0.06%
1Y
-10.2%
DCP
R34.29
Dis-Chem Pharmacies
7D
4.8%
1Y
-5.4%

Dis-Chem Pharmacies (JSE:DCP) Knows How To Allocate Capital

Sep 05
Dis-Chem Pharmacies (JSE:DCP) Knows How To Allocate Capital
PMR
R155.36
Premier Group
7D
10.7%
1Y
64.2%
CLS
R365.34
Clicks Group
7D
0.6%
1Y
-6.0%
PIK
R26.05
Pick n Pay Stores
7D
-2.8%
1Y
-0.5%
BOX
R67.90
Boxer Retail
7D
1.7%
1Y
n/a
KAL
R37.53
KAL Group
7D
-4.8%
1Y
-29.2%
TBS
R315.77
Tiger Brands
7D
4.7%
1Y
31.1%

Investing In Super Bakeries And AI Will Lower Costs And Improve Future Net Margins

Key Takeaways Streamlining management and rationalizing SKUs are expected to enhance revenue growth and improve net margins. Investments in technology and manufacturing aim to optimize costs and capture market share in Southern Africa.