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South African (JSE) Consumer Staples Sector Analysis

UpdatedNov 15, 2025
DataAggregated Company Financials
Companies22
  • 7D-0.8%
  • 3M1.2%
  • 1Y-2.1%
  • YTD-1.9%

The Consumer Staples is pretty flat in the last 7 days, but Premier Group has stood out, gaining 7.2%. In line with that, the industry has also been flat over the past 12 months. 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
Sun, 16 Nov 2025R633.7bR1.1tR35.7b12x17.7x0.6x
Tue, 14 Oct 2025R645.4bR1.1tR34.9b10.4x18.5x0.6x
Thu, 11 Sep 2025R628.1bR1.1tR33.0b11.7x19x0.6x
Sat, 09 Aug 2025R619.0bR1.1tR31.5b11.7x19.6x0.6x
Mon, 07 Jul 2025R638.6bR1.1tR31.5b12x20.3x0.6x
Wed, 04 Jun 2025R646.2bR1.1tR31.7b12.9x20.4x0.6x
Fri, 02 May 2025R641.2bR1.1tR28.1b12.6x22.9x0.6x
Sun, 30 Mar 2025R606.1bR1.1tR27.9b12.5x21.7x0.6x
Tue, 25 Feb 2025R626.7bR1.1tR28.8b13.7x21.8x0.6x
Thu, 23 Jan 2025R648.8bR1.1tR28.8b15.1x22.5x0.6x
Sat, 21 Dec 2024R662.5bR1.1tR28.8b15.9x23x0.6x
Mon, 18 Nov 2024R615.9bR1.0tR25.0b15x24.6x0.6x
Wed, 16 Oct 2024R589.7bR905.7bR28.0b15.8x21x0.7x
Fri, 13 Sep 2024R582.1bR904.7bR28.4b12.8x20.5x0.6x
Sun, 11 Aug 2024R559.4bR900.0bR27.6b10.8x20.3x0.6x
Tue, 09 Jul 2024R551.5bR900.0bR27.6b10.9x20x0.6x
Thu, 06 Jun 2024R503.5bR880.3bR27.3b10.3x18.4x0.6x
Sat, 04 May 2024R519.2bR989.9bR26.9b10.3x19.3x0.5x
Mon, 01 Apr 2024R523.7bR988.2bR26.7b10x19.6x0.5x
Wed, 28 Feb 2024R525.4bR971.1bR26.0b11.6x20.2x0.5x
Fri, 26 Jan 2024R581.5bR1.1tR24.8b13.6x23.4x0.5x
Sun, 24 Dec 2023R571.9bR1.1tR24.8b13.9x23.1x0.5x
Tue, 21 Nov 2023R553.4bR1.1tR27.3b11.9x20.3x0.5x
Thu, 19 Oct 2023R519.9bR1.0tR28.5b10.7x18.3x0.5x
Sat, 16 Sep 2023R550.7bR1.0tR27.8b12.4x19.8x0.5x
Mon, 14 Aug 2023R556.6bR999.2bR27.0b11.3x20.6x0.6x
Wed, 12 Jul 2023R535.7bR999.2bR27.0b11.6x19.9x0.5x
Fri, 09 Jun 2023R2.0tR976.0bR26.7b11.1x75.5x2.1x
Sun, 07 May 2023R529.9bR969.5bR27.0b12.6x19.6x0.5x
Tue, 04 Apr 2023R543.6bR960.7bR27.3b12.9x19.9x0.6x
Thu, 02 Mar 2023R551.2bR939.2bR26.4b13.2x20.9x0.6x
Sat, 28 Jan 2023R545.1bR922.4bR25.3b12.1x21.5x0.6x
Mon, 26 Dec 2022R537.5bR922.4bR25.3b11.7x21.2x0.6x
Wed, 23 Nov 2022R540.7bR911.9bR23.7b12.1x22.8x0.6x
Price to Earnings Ratio

22.8x


Total Market Cap: R540.7bTotal Earnings: R23.7bTotal Revenue: R911.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 20.9x202320242025
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 17.9x which is lower than its 3-year average PE of 20.9x.
  • 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 15% per year over the last three years.
  • Revenues for these companies have grown 6.5% 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 Market2.26%
Consumer Staples-0.76%
Food2.95%
Beverage0%0
Personal Products0%0
Food and Staples Retail-1.84%
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 24.3x.
    • Analysts expect its future annual earnings growth (14.0%) 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 8.5x.
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 grow by 6.7% 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
PMR Premier GroupR172.547.2%
+R1.5b		50.7%PE16.3x
AVI AVIR101.874.0%
+R1.3b		-7.0%PE13.9x
TBS Tiger BrandsR338.512.6%
+R1.3b		43.1%PE12.8x
DCP Dis-Chem PharmaciesR35.151.9%
+R548.5m		-6.6%PE24.4x
RFG RFG HoldingsR23.277.2%
+R407.5m		42.5%PE11.3x

Latest News

RCL
R9.62
RCL Foods
7D
0.3%
1Y
5.7%
PIK
R27.10
Pick n Pay Stores
7D
-2.6%
1Y
2.8%
RFG
R23.27
RFG Holdings
7D
7.2%
1Y
42.5%
AVI
R101.87
AVI
7D
4.0%
1Y
-7.0%
BRT
R4.50
Brimstone Investment
7D
-10.0%
1Y
-16.7%
TBS
R338.51
Tiger Brands
7D
2.6%
1Y
43.1%
SHP
R278.34
Shoprite Holdings
7D
-3.8%
1Y
-7.7%

SHP: Rising Dividends And Improved Margins Will Drive Future Upside

Shoprite Holdings has seen its analyst price target rise from R312.33 to R325.29. This reflects improved forecasts for revenue growth and profit margin according to analysts.
DCP
R35.15
Dis-Chem Pharmacies
7D
1.9%
1Y
-6.6%

Dis-Chem Pharmacies (JSE:DCP) Is Paying Out A Larger Dividend Than Last Year

Nov 07
Dis-Chem Pharmacies (JSE:DCP) Is Paying Out A Larger Dividend Than Last Year
SPP
R106.47
SPAR Group
7D
-2.0%
1Y
-15.5%

SPP: Operational Efficiencies And company2U Expansion Will Strengthen Future Performance

Narrative Update on SPAR Group Analysts have maintained their price target for SPAR Group at $137.08 per share. They cite consistent revenue growth estimates and stable profit margin expectations as supporting factors behind the unchanged outlook.
CLS
R358.83
Clicks Group
7D
0.2%
1Y
-5.4%

The Strong Earnings Posted By Clicks Group (JSE:CLS) Are A Good Indication Of The Strength Of The Business

Oct 31
The Strong Earnings Posted By Clicks Group (JSE:CLS) Are A Good Indication Of The Strength Of The Business
ARL
R227.42
Astral Foods
7D
3.0%
1Y
36.9%
PMR
R172.54
Premier Group
7D
7.2%
1Y
50.7%

Some Shareholders Feeling Restless Over Premier Group Limited's (JSE:PMR) P/E Ratio

Oct 24
Some Shareholders Feeling Restless Over Premier Group Limited's (JSE:PMR) P/E Ratio
BID
R420.32
Bid
7D
-2.0%
1Y
-8.4%
LBR
R4.70
Libstar Holdings
7D
-3.7%
1Y
1.7%
SHG
R7.80
Sea Harvest Group
7D
-5.0%
1Y
-5.3%
OCE
R53.02
Oceana Group
7D
-1.4%
1Y
-22.0%