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South African (JSE) Consumer Staples Sector Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies23
  • 7D-1.4%
  • 3M3.0%
  • 1Y20.3%
  • YTD16.1%

Over the last 7 days, the Consumer Staples industry has dropped 2.4%, driven by Shoprite Holdings declining 3.4%. Meanwhile, Premier Group actually outperformed within the industry, gaining 7.8% in the last week. This takes the industry's 12 month performance to a gain of 19%. Looking forward, earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Fri, 21 Oct 2022R515.3bR905.6bR23.1b11.8x22.3x0.6x
Sun, 18 Sep 2022R514.8bR893.4bR23.1b11.7x22.3x0.6x
Tue, 16 Aug 2022R538.1bR860.4bR22.0b12.2x24.5x0.6x
Thu, 14 Jul 2022R494.2bR860.4bR22.0b11.5x22.5x0.6x
Sat, 11 Jun 2022R501.5bR860.1bR22.0b11.9x22.8x0.6x
Mon, 09 May 2022R506.6bR848.5bR21.6b12.8x23.5x0.6x
Wed, 06 Apr 2022R535.4bR846.9bR21.9b13.3x24.5x0.6x
Fri, 04 Mar 2022R539.9bR850.4bR20.8b13.9x26x0.6x
Sun, 30 Jan 2022R533.9bR841.2bR19.8b15.2x27x0.6x
Tue, 28 Dec 2021R529.6bR825.8bR21.0b14.8x25.2x0.6x
Price to Earnings Ratio

25.2x


Total Market Cap: R529.6bTotal Earnings: R21.0bTotal Revenue: R825.8bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 22x202220232024
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 22.0x.
  • 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 grown 11% per year over the last three years.
  • Revenues for these companies have grown 8.8% 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-2.74%
Consumer Staples-1.37%
Food1.46%
Beverage0%
Tobacco0%
Household Products0%
Personal Products0%
Food and Staples Retail-2.12%
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 25.4x.
    • Analysts expect its future annual earnings growth (16.7%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 17% 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 8.9% 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 GroupR134.507.8%
+R1.3b		113.2%PE16.3x
TBS Tiger BrandsR294.391.5%
+R682.3m		45.4%PE15.6x
OCE Oceana GroupR71.753.6%
+R298.7m		3.9%PE7.8x
ARL Astral FoodsR196.223.2%
+R232.5m		34.4%PE10x
RCL RCL FoodsR9.771.5%
+R124.6m		14.9%PE7.3x
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