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South African (JSE) Consumer Staples Sector Analysis

UpdatedDec 01, 2025
DataAggregated Company Financials
Companies22
  • 7D0.2%
  • 3M0.9%
  • 1Y-4.7%
  • YTD-3.4%

Over the last 7 days, the Consumer Staples industry has remained flat, although notably Tiger Brands gained 7.2%. As for the longer term, the industry has declined 4.2% in the last year. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Dec 2025R627.6bR1.1tR36.1b10.9x17.4x0.6x
Thu, 30 Oct 2025R648.2bR1.1tR35.4b11.4x18.3x0.6x
Sat, 27 Sep 2025R615.0bR1.1tR33.0b11.9x18.6x0.6x
Mon, 25 Aug 2025R641.4bR1.1tR31.5b12.9x20.3x0.6x
Wed, 23 Jul 2025R620.3bR1.1tR31.5b11.5x19.7x0.6x
Fri, 20 Jun 2025R622.1bR1.1tR31.5b12.5x19.8x0.6x
Sun, 18 May 2025R641.3bR1.1tR28.0b12.9x22.9x0.6x
Tue, 15 Apr 2025R619.1bR1.1tR27.9b12.9x22.2x0.6x
Thu, 13 Mar 2025R600.5bR1.1tR29.6b10.9x20.3x0.6x
Sat, 08 Feb 2025R642.5bR1.1tR28.8b14.4x22.3x0.6x
Mon, 06 Jan 2025R652.2bR1.1tR28.8b15.6x22.7x0.6x
Wed, 04 Dec 2024R661.6bR1.0tR27.2b14x24.3x0.6x
Fri, 01 Nov 2024R597.2bR1.0tR24.9b15.6x24x0.6x
Sun, 29 Sep 2024R601.0bR904.7bR27.6b14.6x21.8x0.7x
Tue, 27 Aug 2024R574.4bR900.0bR27.6b11.2x20.8x0.6x
Thu, 25 Jul 2024R559.9bR900.0bR27.6b10.3x20.3x0.6x
Sat, 22 Jun 2024R551.7bR886.5bR27.7b11x19.9x0.6x
Mon, 20 May 2024R530.4bR989.9bR26.9b10.4x19.7x0.5x
Wed, 17 Apr 2024R502.0bR988.1bR26.7b10.1x18.8x0.5x
Fri, 15 Mar 2024R530.6bR987.7bR26.6b10.8x19.9x0.5x
Sun, 11 Feb 2024R533.9bR949.1bR25.4b12.1x21x0.6x
Tue, 09 Jan 2024R582.6bR1.1tR24.8b14.2x23.5x0.5x
Thu, 07 Dec 2023R564.4bR1.1tR24.8b14.1x22.8x0.5x
Sat, 04 Nov 2023R546.5bR1.1tR27.4b12.7x19.9x0.5x
Mon, 02 Oct 2023R541.5bR1.0tR28.5b12.4x19x0.5x
Wed, 30 Aug 2023R553.3bR999.2bR27.0b11.3x20.5x0.6x
Fri, 28 Jul 2023R548.3bR999.2bR27.0b11.2x20.3x0.5x
Sun, 25 Jun 2023R531.0bR999.2bR27.2b10.9x19.5x0.5x
Tue, 23 May 2023R512.5bR970.9bR26.5b12x19.3x0.5x
Thu, 20 Apr 2023R541.0bR960.6bR27.3b12.8x19.8x0.6x
Sat, 18 Mar 2023R518.7bR960.6bR26.2b12.8x19.8x0.5x
Mon, 13 Feb 2023R543.3bR922.4bR25.3b12.6x21.4x0.6x
Wed, 11 Jan 2023R549.5bR922.4bR25.3b11.9x21.7x0.6x
Fri, 09 Dec 2022R548.8bR920.3bR25.1b12.1x21.9x0.6x
Price to Earnings Ratio

21.9x


Total Market Cap: R548.8bTotal Earnings: R25.1bTotal Revenue: R920.3bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 20.8x202320242025
Current Industry PE
  • Investors are pessimistic on the South African Consumer Staples industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 17.3x which is lower than its 3-year average PE of 20.8x.
  • 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 Market1.29%
Consumer Staples0.18%
Food2.79%
Personal Products0%0
Food and Staples Retail-0.63%
Beverage-5.29%
Industry PE
  • Investors are most optimistic about the Food and Staples Retail industry even though it's trading below its 3-year average PE ratio of 24.2x.
    • Analysts expect its future annual earnings growth (13.7%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Beverage industry, which is trading below its 3-year average of 8.1x.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 14% 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 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?

CompanyLast Price7D1YValuation
TBS Tiger BrandsR359.007.2%
+R4.2b		42.3%PE13.2x
AVI AVIR103.621.7%
+R587.9m		-5.8%PE14.2x
BRT Brimstone InvestmentR5.7026.7%
+R288.8m		7.5%PE3.9x
PMR Premier GroupR167.821.2%
+R264.3m		34.4%PE15.9x
BOX Boxer RetailR71.320.8%
+R258.0m		7.7%PE23.2x

Latest News

TBS
R359.00
Tiger Brands
7D
7.2%
1Y
42.3%
BRT
R5.70
Brimstone Investment
7D
26.7%
1Y
7.5%
OCE
R51.75
Oceana Group
7D
-1.4%
1Y
-23.9%
SHP
R273.58
Shoprite Holdings
7D
-0.2%
1Y
-9.7%

SHP: Dividend Hike And Margin Improvements Will Drive Share Price Higher

Narrative Update: Shoprite Holdings Analyst Price Target Adjustment Analysts have raised their price target for Shoprite Holdings from R325.29 to R326.63. This adjustment reflects minor changes to key assumptions such as revenue growth, discount rate, and profit margin.
SHG
R9.12
Sea Harvest Group
7D
2.9%
1Y
10.4%
CLS
R343.91
Clicks Group
7D
-0.7%
1Y
-13.4%
DCP
R34.22
Dis-Chem Pharmacies
7D
-0.8%
1Y
-8.6%

Dis-Chem Pharmacies (JSE:DCP) Seems To Use Debt Quite Sensibly

Nov 22
Dis-Chem Pharmacies (JSE:DCP) Seems To Use Debt Quite Sensibly
PMR
R167.82
Premier Group
7D
1.2%
1Y
34.4%

Premier Group (JSE:PMR) Has A Pretty Healthy Balance Sheet

Nov 22
Premier Group (JSE:PMR) Has A Pretty Healthy Balance Sheet
RFG
R22.89
RFG Holdings
7D
2.2%
1Y
17.4%
RBO
R4.82
Rainbow Chicken
7D
-3.6%
1Y
37.7%
PIK
R25.81
Pick n Pay Stores
7D
1.4%
1Y
-15.6%

There Are Reasons To Feel Uneasy About Pick n Pay Stores' (JSE:PIK) Returns On Capital

Nov 20
There Are Reasons To Feel Uneasy About Pick n Pay Stores' (JSE:PIK) Returns On Capital
ARL
R248.00
Astral Foods
7D
-3.1%
1Y
31.9%
AVI
R103.62
AVI
7D
1.7%
1Y
-5.8%
BOX
R71.32
Boxer Retail
7D
0.8%
1Y
7.7%
BID
R408.68
Bid
7D
-1.8%
1Y
-8.4%
LBR
R4.25
Libstar Holdings
7D
-5.6%
1Y
-3.4%