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South African (JSE) Consumer Staples Sector Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies24
  • 7D-2.2%
  • 3M-1.8%
  • 1Y21.6%
  • YTD20.2%

Over the last 7 days, the Consumer Staples industry has dropped 2.2%, driven by a pullback from Bid of 5.3%. This takes the industry's 12 month performance to a gain of 22%.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Tue, 30 Nov 2021R504.9bR825.7bR21.1b15.2x
Thu, 28 Oct 2021R533.2bR821.8bR21.8b15.2x
Sat, 25 Sep 2021R537.7bR816.4bR19.2b15.6x
Mon, 23 Aug 2021R506.8bR736.0bR20.9b14.3x
Sat, 10 Jul 2021R477.0bR727.4bR18.8b14.7x
Fri, 02 Apr 2021R449.2bR715.7bR16.8b15.7x
Mon, 04 Jan 2021R433.7bR789.6bR13.6b15.9x
Thu, 08 Oct 2020R405.4bR783.2bR14.0b16.7x
Wed, 01 Jul 2020R392.9bR779.1bR16.6b16.2x
Sat, 04 Apr 2020R407.3bR779.2bR19.2b17.9x
Tue, 07 Jan 2020R484.0bR783.4bR22.3b14.9x
Mon, 30 Sep 2019R456.4bR774.8bR23.3b15.2x
Thu, 04 Jul 2019R486.6bR764.7bR22.1b18.6x
Sun, 07 Apr 2019R489.6bR754.0bR23.7b20.5x
Wed, 09 Jan 2019R510.0bR739.3bR25.0b17.6x
PE Ratio

18x

Total Market Cap: R523.1bTotal Earnings: R23.5bTotal Revenue: R748.4b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 16.3x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Consumer Staples industry have declined 3.6% per year over the last three years, while revenues for these companies have grown 3.3% per year. This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the South African Consumer Staples sector?

Personal Products0%
Beverage-0.55%
Food and Staples Retail-2.08%
Food-3.15%

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 23.5x. This is likely because analysts are expecting annual earnings growth of 22%, which is higher than its past year's earnings growth of 17% per year. Meanwhile, investors are most pessimistic about the Food industry, which is trading below its 3-year average of 12.1x.

Forecasted Growth: Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 22% over the next 5 years. This is better than it's past earnings growth rate of 17% per year. Meanwhile, the Food industry is expected to see its earnings grow by 17% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
CLS Clicks Group0.9%+R432.1m23.4%PE36.7x
ARL Astral Foods5.0%+R318.1m27.8%PE14.4x
SZK SAB Zenzele Kabili Holdings (RF)9.6%+R283.4mn/aPB1.5x
DCP Dis-Chem Pharmacies0.8%+R240.8m69.4%PE38.5x
RCL RCL Foods1.9%+R211.5m55.6%PE11.4x
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AVI

R80.76

AVI

7D

-7.2%

1Y

13.2%

SPP

R166.69

SPAR Group

7D

-3.0%

1Y

-12.9%

BID

R296.45

Bid

7D

-5.3%

1Y

6.2%

RCL

R12.84

RCL Foods

7D

1.9%

1Y

55.6%