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South African (JSE) Consumer Staples Sector Analysis

UpdatedJan 21, 2025
DataAggregated Company Financials
Companies23
  • 7D1.6%
  • 3M4.5%
  • 1Y16.5%
  • YTD0.4%

In the last week, the Consumer Staples industry is up 1.7%, with Bid up 7.1%. This means that the industry has gained 17% over the past year. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025R653.3bR1.1tR28.8b15.1x22.7x0.6x
Thu, 19 Dec 2024R657.3bR1.1tR28.8b15.3x22.8x0.6x
Sat, 16 Nov 2024R615.9bR1.0tR25.0b15x24.6x0.6x
Mon, 14 Oct 2024R589.4bR905.7bR28.0b15.6x21x0.7x
Wed, 11 Sep 2024R583.2bR904.4bR28.4b12.6x20.6x0.6x
Fri, 09 Aug 2024R559.4bR900.0bR27.6b10.8x20.3x0.6x
Sun, 07 Jul 2024R550.0bR900.0bR27.6b11.3x20x0.6x
Tue, 04 Jun 2024R509.8bR878.2bR27.2b10.2x18.7x0.6x
Thu, 02 May 2024R517.5bR989.9bR26.9b10.5x19.3x0.5x
Sat, 30 Mar 2024R523.7bR988.1bR27.0b10x19.4x0.5x
Mon, 26 Feb 2024R532.6bR971.1bR26.0b11.5x20.5x0.5x
Wed, 24 Jan 2024R580.1bR1.1tR24.8b14.1x23.4x0.5x
Fri, 22 Dec 2023R569.8bR1.1tR24.8b13.3x23x0.5x
Sun, 19 Nov 2023R554.5bR1.1tR27.3b11.9x20.3x0.5x
Tue, 17 Oct 2023R532.5bR1.0tR28.5b12.2x18.7x0.5x
Thu, 14 Sep 2023R552.4bR1.0tR27.8b12.3x19.9x0.5x
Sat, 12 Aug 2023R556.6bR999.2bR27.0b11.3x20.6x0.6x
Mon, 10 Jul 2023R526.7bR999.2bR27.0b11.4x19.5x0.5x
Wed, 07 Jun 2023R505.4bR976.0bR26.7b10.8x18.9x0.5x
Fri, 05 May 2023R529.9bR961.1bR27.2b12.5x19.5x0.6x
Sun, 02 Apr 2023R542.6bR960.7bR27.3b12.9x19.9x0.6x
Tue, 28 Feb 2023R546.2bR939.2bR26.4b12.9x20.7x0.6x
Thu, 26 Jan 2023R552.4bR922.4bR25.3b12.1x21.8x0.6x
Sat, 24 Dec 2022R537.5bR922.4bR25.3b11.7x21.2x0.6x
Mon, 21 Nov 2022R538.8bR907.6bR23.8b11.8x22.7x0.6x
Wed, 19 Oct 2022R517.8bR900.2bR22.9b11.8x22.6x0.6x
Fri, 16 Sep 2022R526.2bR893.4bR23.1b11.8x22.8x0.6x
Sun, 14 Aug 2022R540.8bR860.4bR22.0b12.3x24.6x0.6x
Tue, 12 Jul 2022R501.9bR860.4bR21.9b11.8x22.9x0.6x
Thu, 09 Jun 2022R513.0bR856.7bR22.0b12.7x23.3x0.6x
Sat, 07 May 2022R506.6bR848.5bR21.6b12.8x23.5x0.6x
Mon, 04 Apr 2022R540.9bR846.9bR21.9b13.3x24.7x0.6x
Wed, 02 Mar 2022R537.7bR849.0bR20.7b14.4x26x0.6x
Fri, 28 Jan 2022R529.9bR841.2bR19.8b15x26.8x0.6x
Price to Earnings Ratio

26.8x


Total Market Cap: R529.9bTotal Earnings: R19.8bTotal Revenue: R841.2bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 21.9x202320242025
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 21.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.59x.
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 8.1% 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 Market2.64%
Consumer Staples1.62%
Food and Staples Retail2.10%
Beverage0%0
Tobacco0%0
Household Products0%0
Personal Products0%0
Food-0.14%
Industry PE
  • Investors are most optimistic about the Food and Staples Retail industry which is trading above its 3-year average PE ratio of 25.3x.
    • Analysts expect its future annual earnings growth (16.4%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 16% 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 8.9% 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
BID BidR462.937.1%
+R10.3b
2.9%PE19.4x
CLS Clicks GroupR372.000.7%
+R642.8m
21.8%PE31.2x
AVI AVIR104.101.6%
+R549.4m
32.7%PE15.3x
SHP Shoprite HoldingsR290.740.3%
+R511.2m
11.1%PE24.1x
RCL RCL FoodsR9.705.2%
+R427.3m
14.5%PE7.3x
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Latest News

RFG

R20.40

RFG Holdings

7D

7.7%

1Y

59.5%

CLS

R372.00

Clicks Group

7D

0.7%

1Y

21.8%

RBO

R3.90

Rainbow Chicken

7D

-2.3%

1Y

n/a

ARL

R178.00

Astral Foods

7D

-3.9%

1Y

19.9%

AVI

R104.10

AVI

7D

1.6%

1Y

32.7%

KAL

R50.20

KAL Group

7D

0.6%

1Y

24.6%

SPP

R141.60

SPAR Group

7D

1.4%

1Y

28.6%

BOX

R67.00

Boxer Retail

7D

-1.5%

1Y

n/a

SHP

R290.74

Shoprite Holdings

7D

0.3%

1Y

11.1%

PMR

R128.06

Premier Group

7D

-1.5%

1Y

106.3%

SHG

R8.11

Sea Harvest Group

7D

-1.8%

1Y

-9.0%