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South African (JSE) Consumer Staples Sector Analysis

UpdatedApr 14, 2025
DataAggregated Company Financials
Companies23
  • 7D3.4%
  • 3M-6.5%
  • 1Y11.7%
  • YTD-8.0%

The Consumer Staples industry is up 4.3% in the last week, with Shoprite Holdings up 7.1%. This takes the industry's 12 month performance to a gain of 11%. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Apr 2025R597.3bR1.1tR27.9b12.5x21.4x0.6x
Wed, 12 Mar 2025R600.9bR1.1tR29.6b10.7x20.3x0.6x
Fri, 07 Feb 2025R640.5bR1.1tR28.8b14.3x22.3x0.6x
Sun, 05 Jan 2025R652.2bR1.1tR28.8b15.6x22.7x0.6x
Tue, 03 Dec 2024R658.8bR1.0tR27.2b13.9x24.2x0.6x
Thu, 31 Oct 2024R584.6bR909.5bR28.3b15.6x20.7x0.6x
Sat, 28 Sep 2024R601.0bR904.7bR27.6b14.6x21.8x0.7x
Mon, 26 Aug 2024R580.0bR900.0bR27.6b11.4x21x0.6x
Wed, 24 Jul 2024R561.3bR900.0bR27.6b10.3x20.4x0.6x
Fri, 21 Jun 2024R549.8bR886.5bR27.7b10.8x19.9x0.6x
Sun, 19 May 2024R530.4bR989.9bR26.9b10.4x19.7x0.5x
Tue, 16 Apr 2024R502.0bR988.2bR26.7b10.3x18.8x0.5x
Thu, 14 Mar 2024R536.3bR987.7bR26.6b10.9x20.1x0.5x
Sat, 10 Feb 2024R533.9bR949.1bR25.4b12.1x21x0.6x
Mon, 08 Jan 2024R577.0bR1.1tR24.8b14.2x23.3x0.5x
Wed, 06 Dec 2023R566.3bR1.1tR24.8b13.8x22.8x0.5x
Fri, 03 Nov 2023R547.0bR1.1tR27.4b12.5x20x0.5x
Sun, 01 Oct 2023R541.5bR1.0tR28.5b12.4x19x0.5x
Tue, 29 Aug 2023R556.3bR999.2bR27.0b11.2x20.6x0.6x
Thu, 27 Jul 2023R548.3bR999.2bR27.0b11.1x20.3x0.5x
Sat, 24 Jun 2023R531.0bR999.2bR27.2b10.9x19.5x0.5x
Mon, 22 May 2023R510.3bR970.4bR27.0b12x18.9x0.5x
Wed, 19 Apr 2023R542.7bR960.6bR27.3b12.6x19.9x0.6x
Fri, 17 Mar 2023R519.2bR959.3bR26.5b11.9x19.6x0.5x
Sun, 12 Feb 2023R543.3bR922.4bR25.3b12.6x21.4x0.6x
Tue, 10 Jan 2023R546.7bR922.4bR25.3b12.1x21.6x0.6x
Thu, 08 Dec 2022R546.5bR920.3bR25.1b12.2x21.8x0.6x
Sat, 05 Nov 2022R532.9bR907.6bR23.7b13.7x22.4x0.6x
Mon, 03 Oct 2022R506.1bR900.2bR22.9b11.7x22.1x0.6x
Wed, 31 Aug 2022R548.2bR883.0bR22.6b12.3x24.2x0.6x
Fri, 29 Jul 2022R512.3bR860.4bR22.0b11.5x23.3x0.6x
Sun, 26 Jun 2022R505.2bR860.4bR21.9b11.8x23x0.6x
Tue, 24 May 2022R506.7bR854.4bR22.1b12.3x23x0.6x
Thu, 21 Apr 2022R543.2bR846.9bR21.9b13x24.8x0.6x
Price to Earnings Ratio

24.8x


Total Market Cap: R543.2bTotal Earnings: R21.9bTotal Revenue: R846.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 21.5x202320242025
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 21.5x.
  • 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 8.4% per year over the last three years.
  • Revenues for these companies have grown 8.4% 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 Market4.52%
Consumer Staples3.39%
Food4.55%
Food and Staples Retail3.10%
Beverage0%0
Personal Products0%0
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 25.0x.
    • Analysts are expecting annual earnings growth of 15.0%, which is higher than its past year's earnings growth of 11.8% 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 better than its past earnings growth rate of 12% per year.
  • In contrast, the Food industry is expected to see its earnings grow by 8.2% 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 HoldingsR268.035.4%
+R7.4b
13.9%PE21x
CLS Clicks GroupR350.254.8%
+R3.8b
21.4%PE29.4x
TBS Tiger BrandsR274.305.4%
+R2.2b
37.6%PE14.6x
AVI AVIR90.185.2%
+R1.5b
4.2%PE12.5x
DCP Dis-Chem PharmaciesR30.005.6%
+R1.4b
-6.9%PE24.2x
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R3.10

Libstar Holdings

7D

-2.5%

1Y

-22.1%

BID

R431.65

Bid

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0.9%

1Y

1.9%

AVI

R90.18

AVI

7D

5.2%

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TBS

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QFH

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