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South African (JSE) Consumer Staples Sector Analysis

UpdatedNov 29, 2022
DataAggregated Company Financials
Companies25
  • 7D2.5%
  • 3M0.8%
  • 1Y7.6%
  • YTD2.4%

Over the last 7 days, the Consumer Staples industry has risen 2.5%, driven by gains from Bid of 8.9%. This takes the industry's 12 month performance to a gain of 7.6%. Looking forward, earnings are forecast to grow by 9.4% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022R552.6bR916.6bR23.7b14.2x23.3x0.6x
Fri, 28 Oct 2022R540.1bR906.2bR23.6b11.9x22.9x0.6x
Sun, 25 Sep 2022R506.5bR893.4bR22.7b11.7x22.3x0.6x
Tue, 23 Aug 2022R542.4bR860.4bR22.0b12x24.7x0.6x
Thu, 21 Jul 2022R502.1bR860.4bR22.0b11.6x22.8x0.6x
Sat, 18 Jun 2022R500.0bR860.4bR21.9b11.7x22.8x0.6x
Mon, 16 May 2022R525.1bR848.5bR21.6b12.8x24.3x0.6x
Wed, 13 Apr 2022R545.3bR846.9bR21.9b13.2x24.9x0.6x
Fri, 11 Mar 2022R520.5bR848.0bR21.4b13.1x24.4x0.6x
Sun, 06 Feb 2022R545.9bR841.2bR19.8b15.5x27.6x0.6x
Tue, 04 Jan 2022R542.3bR825.8bR21.0b14.9x25.8x0.7x
Thu, 02 Dec 2021R521.7bR825.8bR21.0b15.6x24.8x0.6x
Sat, 30 Oct 2021R531.8bR821.8bR21.8b14.9x24.4x0.6x
Mon, 27 Sep 2021R537.7bR816.4bR19.2b15.6x27.9x0.7x
Wed, 25 Aug 2021R509.2bR736.0bR20.9b14.2x24.4x0.7x
Thu, 01 Jul 2021R477.0bR727.4bR18.8b14.7x25.4x0.7x
Sun, 04 Apr 2021R449.2bR715.7bR16.8b15.7x26.7x0.6x
Wed, 06 Jan 2021R433.7bR789.6bR13.6b15.9x32x0.5x
Sat, 10 Oct 2020R405.4bR783.2bR14.0b16.7x29x0.5x
Fri, 03 Jul 2020R392.9bR779.1bR16.6b16.2x23.7x0.5x
Mon, 06 Apr 2020R407.3bR779.2bR19.2b17.9x21.2x0.5x
Thu, 09 Jan 2020R484.0bR783.4bR22.3b14.9x21.7x0.6x
Price to Earnings Ratio

20.5x


Total Market Cap: R479.6bTotal Earnings: R23.4bTotal Revenue: R776.2bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 24.9x202020212022
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 24.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.59x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 5.7% 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 and as a result, profits have held steady.

Industry Trends

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

ZA Market1.62%
Consumer Staples2.52%
Personal Products3.92%
Food and Staples Retail3.12%
Food1.39%
Tobacco0%
Household Products0%
Beverage-0.93%
Industry PE
  • Investors are most optimistic about the Beverage industry, which is trading close to its 3-year average PE ratio of 31.9x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 12% over the next 5 years.
  • However this is lower than its past earnings growth rate of 24% per year.
  • In contrast, the Food industry is expected to see its earnings decline by 5.1% 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
BID BidR328.262.6%
+R2.7b
7.6%PE22.7x
SHP Shoprite HoldingsR250.161.9%
+R2.5b
26.9%PE23.8x
TBS Tiger BrandsR196.233.1%
+R912.8m
9.5%PE17.7x
PIK Pick n Pay StoresR62.042.0%
+R596.3m
16.7%PE21.8x
SZK SAB Zenzele Kabili Holdings (RF)R46.5022.3%
+R344.3m
-41.8%PB1.1x
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Latest News

SPP

R137.00

SPAR Group

7D

0.9%

1Y

-15.7%

QFH

R4.52

Quantum Foods Holdings

7D

-11.0%

1Y

-19.3%

CKS

R35.11

Crookes Brothers

7D

-7.6%

1Y

-12.2%

ARL

R167.13

Astral Foods

7D

-5.0%

1Y

-1.8%

CLS

R289.27

Clicks Group

7D

-1.6%

1Y

2.0%

PIK

R62.04

Pick n Pay Stores

7D

2.0%

1Y

16.7%

PFB

R1.01

Premier Fishing & Brands

7D

-22.3%

1Y

24.7%

DGH

R175.00

Distell Group Holdings

7D

-0.2%

1Y

8.7%

DCP

R30.46

Dis-Chem Pharmacies

7D

0.7%

1Y

-11.6%

BID

R328.26

Bid

7D

2.6%

1Y

7.6%

BRT

R5.27

Brimstone Investment

7D

-4.2%

1Y

-18.8%

TBS

R196.23

Tiger Brands

7D

3.1%

1Y

9.5%

SZK

R46.50

SAB Zenzele Kabili Holdings (RF)

7D

22.3%

1Y

-41.8%