Header cover image

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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sun, 06 Nov 2022R532.9bR907.6bR23.7b13.7x22.4x0.6x
Tue, 04 Oct 2022R505.8bR900.2bR22.9b11.7x22.1x0.6x
Thu, 01 Sep 2022R541.1bR883.0bR22.6b12.4x23.9x0.6x
Sat, 30 Jul 2022R509.1bR860.4bR22.0b11.8x23.2x0.6x
Mon, 27 Jun 2022R505.2bR860.4bR21.9b11.8x23x0.6x
Wed, 25 May 2022R504.3bR856.4bR22.1b12.1x22.8x0.6x
Fri, 22 Apr 2022R542.2bR846.9bR21.9b13.2x24.8x0.6x
Sun, 20 Mar 2022R534.7bR846.7bR21.6b13.1x24.8x0.6x
Tue, 15 Feb 2022R543.5bR841.2bR19.8b15.1x27.5x0.6x
Thu, 13 Jan 2022R544.8bR841.2bR19.8b15.4x27.6x0.6x
Sat, 11 Dec 2021R523.4bR825.8bR21.0b14.3x24.9x0.6x
Mon, 08 Nov 2021R540.3bR823.9bR21.7b15.3x24.8x0.7x
Wed, 06 Oct 2021R529.5bR817.5bR21.7b15.1x24.4x0.6x
Fri, 03 Sep 2021R511.4bR736.0bR20.9b14.2x24.5x0.7x
Sun, 01 Aug 2021R485.1bR736.0bR20.9b14.2x23.2x0.7x
Wed, 05 May 2021R440.2bR716.9bR17.8b14.9x24.7x0.6x
Sat, 06 Feb 2021R430.4bR789.6bR13.6b16.3x31.7x0.5x
Price to Earnings Ratio

32x


Total Market Cap: R433.7bTotal Earnings: R13.6bTotal Revenue: R789.6bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 24x20222023
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 Staples0.55%
Food1.25%
Food and Staples Retail0.46%
Tobacco0%
Household Products0%
Personal Products0%
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?

CompanyLast Price7D1YValuation
CLS Clicks GroupR309.074.7%
+R3.3b
6.6%PE29.3x
SHP Shoprite HoldingsR259.250.8%
+R1.1b
5.3%PE22.3x
TBS Tiger BrandsR190.003.9%
+R1.1b
-7.4%PE11x
DCP Dis-Chem PharmaciesR29.363.3%
+R807.7m
-3.8%PE28.1x
AVI AVIR80.112.3%
+R588.5m
6.0%PE14.4x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

AVI

R80.11

AVI

7D

2.3%

1Y

6.0%

SPP

R113.00

SPAR Group

7D

-3.0%

1Y

-16.3%

TBS

R190.00

Tiger Brands

7D

3.9%

1Y

-7.4%

QFH

R4.31

Quantum Foods Holdings

7D

-1.8%

1Y

-5.3%

DCP

R29.36

Dis-Chem Pharmacies

7D

3.3%

1Y

-3.8%

RFG

R12.90

RFG Holdings

7D

-1.9%

1Y

0%

PIK

R23.48

Pick n Pay Stores

7D

-1.3%

1Y

-63.2%

CLS

R309.07

Clicks Group

7D

4.7%

1Y

6.6%

KAL

R38.10

KAL Group

7D

4.4%

1Y

-11.5%

ARL

R156.83

Astral Foods

7D

-1.9%

1Y

-3.5%

SHP

R259.25

Shoprite Holdings

7D

0.8%

1Y

5.3%

BID

R397.00

Bid

7D

-3.9%

1Y

18.6%

BRT

R5.40

Brimstone Investment

7D

10.4%

1Y

1.7%

SHG

R9.20

Sea Harvest Group

7D

-5.2%

1Y

-20.0%