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South African (JSE) Consumer Staples Sector Analysis
UpdatedDec 07, 2023
DataAggregated Company Financials
Companies26
- 7D0.6%
- 3M3.3%
- 1Y2.1%
- YTD5.1%
The Consumer Staples is pretty flat in the last 7 days, but Clicks Group has stood out, gaining 4.7%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 13% per annum.
Sector Valuation and Performance
Has the South African Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 07 Dec 2023 | R564.4b | R1.1t | R24.8b | 14.1x | 22.8x | 0.5x |
| Sat, 04 Nov 2023 | R546.5b | R1.1t | R27.4b | 12.7x | 19.9x | 0.5x |
| Mon, 02 Oct 2023 | R541.5b | R1.0t | R28.5b | 12.4x | 19x | 0.5x |
| Wed, 30 Aug 2023 | R553.3b | R999.2b | R27.0b | 11.3x | 20.5x | 0.6x |
| Fri, 28 Jul 2023 | R548.3b | R999.2b | R27.0b | 11.2x | 20.3x | 0.5x |
| Sun, 25 Jun 2023 | R531.0b | R999.2b | R27.2b | 10.9x | 19.5x | 0.5x |
| Tue, 23 May 2023 | R512.5b | R970.9b | R26.5b | 12x | 19.3x | 0.5x |
| Thu, 20 Apr 2023 | R541.0b | R960.6b | R27.3b | 12.8x | 19.8x | 0.6x |
| Sat, 18 Mar 2023 | R518.7b | R960.6b | R26.2b | 12.8x | 19.8x | 0.5x |
| Mon, 13 Feb 2023 | R543.3b | R922.4b | R25.3b | 12.6x | 21.4x | 0.6x |
| Wed, 11 Jan 2023 | R549.5b | R922.4b | R25.3b | 11.9x | 21.7x | 0.6x |
| Fri, 09 Dec 2022 | R548.8b | R920.3b | R25.1b | 12.1x | 21.9x | 0.6x |
| Sun, 06 Nov 2022 | R532.9b | R907.6b | R23.7b | 13.7x | 22.4x | 0.6x |
| Tue, 04 Oct 2022 | R505.8b | R900.2b | R22.9b | 11.7x | 22.1x | 0.6x |
| Thu, 01 Sep 2022 | R541.1b | R883.0b | R22.6b | 12.4x | 23.9x | 0.6x |
| Sat, 30 Jul 2022 | R509.1b | R860.4b | R22.0b | 11.8x | 23.2x | 0.6x |
| Mon, 27 Jun 2022 | R505.2b | R860.4b | R21.9b | 11.8x | 23x | 0.6x |
| Wed, 25 May 2022 | R504.3b | R856.4b | R22.1b | 12.1x | 22.8x | 0.6x |
| Fri, 22 Apr 2022 | R542.2b | R846.9b | R21.9b | 13.2x | 24.8x | 0.6x |
| Sun, 20 Mar 2022 | R534.7b | R846.7b | R21.6b | 13.1x | 24.8x | 0.6x |
| Tue, 15 Feb 2022 | R543.5b | R841.2b | R19.8b | 15.1x | 27.5x | 0.6x |
| Thu, 13 Jan 2022 | R544.8b | R841.2b | R19.8b | 15.4x | 27.6x | 0.6x |
| Sat, 11 Dec 2021 | R523.4b | R825.8b | R21.0b | 14.3x | 24.9x | 0.6x |
| Mon, 08 Nov 2021 | R540.3b | R823.9b | R21.7b | 15.3x | 24.8x | 0.7x |
| Wed, 06 Oct 2021 | R529.5b | R817.5b | R21.7b | 15.1x | 24.4x | 0.6x |
| Fri, 03 Sep 2021 | R511.4b | R736.0b | R20.9b | 14.2x | 24.5x | 0.7x |
| Sun, 01 Aug 2021 | R485.1b | R736.0b | R20.9b | 14.2x | 23.2x | 0.7x |
| Wed, 05 May 2021 | R440.2b | R716.9b | R17.8b | 14.9x | 24.7x | 0.6x |
| Sat, 06 Feb 2021 | R430.4b | R789.6b | R13.6b | 16.3x | 31.7x | 0.5x |
Price to Earnings Ratio
32x
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 24.0x.
- The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 10% 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 Market | -0.29% | |
| Consumer Staples | 0.55% | |
| Food | 1.25% | |
| Food and Staples Retail | 0.46% | |
| Tobacco | 0% | |
| Household Products | 0% | |
| Personal Products | 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 28.2x.
- Analysts are expecting annual earnings growth of 13.2%, which is higher than its past year's earnings decline of 3.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings decline of 3.8% per year.
- In contrast, the Food industry is expected to see its earnings grow by 11% per year 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 | |
|---|---|---|---|---|---|
| CLS Clicks Group | R309.07 | 4.7% +R3.3b | 6.6% | PE29.3x | |
| SHP Shoprite Holdings | R259.25 | 0.8% +R1.1b | 5.3% | PE22.3x | |
| TBS Tiger Brands | R190.00 | 3.9% +R1.1b | -7.4% | PE11x | |
| DCP Dis-Chem Pharmacies | R29.36 | 3.3% +R807.7m | -3.8% | PE28.1x | |
| AVI AVI | R80.11 | 2.3% +R588.5m | 6.0% | PE14.4x |
