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South African (JSE) Consumer Staples Sector Analysis

UpdatedNov 11, 2025
DataAggregated Company Financials
Companies22
  • 7D-0.04%
  • 3M0.7%
  • 1Y-3.5%
  • YTD-2.4%

Last week, the Consumer Staples industry hasn't moved much but AVI is up 8.4% in that time. 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
Wed, 12 Nov 2025R633.4bR1.1tR35.6b11.6x17.8x0.6x
Fri, 10 Oct 2025R629.2bR1.1tR34.9b10.2x18.1x0.6x
Sun, 07 Sep 2025R622.6bR1.1tR33.0b11.9x18.9x0.6x
Tue, 05 Aug 2025R618.1bR1.1tR31.5b11.5x19.6x0.6x
Thu, 03 Jul 2025R633.4bR1.1tR31.5b12x20.1x0.6x
Sat, 31 May 2025R655.0bR1.1tR31.7b13x20.6x0.6x
Mon, 28 Apr 2025R634.4bR1.1tR28.1b12.5x22.6x0.6x
Wed, 26 Mar 2025R606.1bR1.1tR29.0b12.5x20.9x0.6x
Fri, 21 Feb 2025R630.5bR1.1tR28.8b14x21.9x0.6x
Sun, 19 Jan 2025R654.7bR1.1tR28.8b15.2x22.7x0.6x
Tue, 17 Dec 2024R671.8bR1.1tR28.8b15.3x23.3x0.6x
Thu, 14 Nov 2024R620.2bR1.0tR25.0b15x24.8x0.6x
Sat, 12 Oct 2024R589.4bR905.7bR28.0b15.6x21x0.7x
Mon, 09 Sep 2024R579.1bR904.0bR28.1b12.1x20.6x0.6x
Wed, 07 Aug 2024R557.9bR900.0bR27.6b10.1x20.2x0.6x
Fri, 05 Jul 2024R556.7bR886.6bR27.8b10.6x20x0.6x
Sun, 02 Jun 2024R498.9bR878.2bR27.2b10x18.3x0.6x
Tue, 30 Apr 2024R512.5bR989.9bR26.9b10.4x19.1x0.5x
Thu, 28 Mar 2024R523.8bR988.1bR27.0b9.9x19.4x0.5x
Sat, 24 Feb 2024R532.6bR971.1bR26.0b11.5x20.5x0.5x
Mon, 22 Jan 2024R580.1bR1.1tR24.8b14.2x23.4x0.5x
Wed, 20 Dec 2023R562.9bR1.1tR24.8b13.8x22.7x0.5x
Fri, 17 Nov 2023R557.7bR1.1tR27.3b12.7x20.4x0.5x
Sun, 15 Oct 2023R532.8bR1.0tR28.5b12.3x18.7x0.5x
Tue, 12 Sep 2023R559.9bR1.0tR27.9b12.4x20.1x0.5x
Thu, 10 Aug 2023R559.1bR999.2bR27.0b11.3x20.7x0.6x
Sat, 08 Jul 2023R526.7bR999.2bR27.0b11.4x19.5x0.5x
Mon, 05 Jun 2023R505.0bR974.5bR26.5b11.2x19.1x0.5x
Wed, 03 May 2023R543.7bR961.1bR27.2b12.7x20x0.6x
Fri, 31 Mar 2023R535.5bR960.7bR27.3b12.9x19.6x0.6x
Sun, 26 Feb 2023R543.9bR939.2bR26.4b13x20.6x0.6x
Tue, 24 Jan 2023R555.8bR922.4bR25.3b11.7x21.9x0.6x
Thu, 22 Dec 2022R541.1bR922.4bR25.3b11.8x21.4x0.6x
Sat, 19 Nov 2022R538.8bR907.6bR23.8b11.8x22.7x0.6x
Price to Earnings Ratio

22.7x


Total Market Cap: R538.8bTotal Earnings: R23.8bTotal Revenue: R907.6bTotal 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 17.8x 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 14% per year over the last three years.
  • Revenues for these companies have grown 6.7% 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 Market2.75%
Consumer Staples-0.036%
Food3.84%
Beverage0.028%
Personal Products0%0
Food and Staples Retail-1.18%
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 (14.5%) 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 8.6x.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 15% 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
AVI AVIR103.898.4%
+R2.7b		-5.6%PE14.2x
CLS Clicks GroupR356.291.8%
+R1.5b		-8.3%PE25.9x
TBS Tiger BrandsR337.502.3%
+R1.1b		42.7%PE12.7x
PMR Premier GroupR169.434.6%
+R957.8m		47.6%PE18.1x
OCE Oceana GroupR53.909.0%
+R536.3m		-21.6%PE8.2x

Latest News

AVI
R103.89
AVI
7D
8.4%
1Y
-5.6%
BRT
R4.50
Brimstone Investment
7D
-10.0%
1Y
-18.2%
RFG
R22.80
RFG Holdings
7D
5.3%
1Y
33.3%
TBS
R337.50
Tiger Brands
7D
2.3%
1Y
42.7%
SHP
R276.09
Shoprite Holdings
7D
-3.5%
1Y
-10.5%

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.
CLS
R356.29
Clicks Group
7D
1.8%
1Y
-8.3%

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
PIK
R26.95
Pick n Pay Stores
7D
-2.7%
1Y
7.7%

We Think Pick n Pay Stores (JSE:PIK) Is Taking Some Risk With Its Debt

Oct 30
We Think Pick n Pay Stores (JSE:PIK) Is Taking Some Risk With Its Debt
QFH
R7.56
Quantum Foods Holdings
7D
-10.0%
1Y
-11.3%

Quantum Foods Holdings Ltd (JSE:QFH) Could Be Riskier Than It Looks

Oct 30
Quantum Foods Holdings Ltd (JSE:QFH) Could Be Riskier Than It Looks
ARL
R221.56
Astral Foods
7D
1.5%
1Y
31.1%
PMR
R169.43
Premier Group
7D
4.6%
1Y
47.6%

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
BOX
R74.38
Boxer Retail
7D
-0.9%
1Y
n/a
BID
R419.37
Bid
7D
-0.8%
1Y
-8.2%
LBR
R4.79
Libstar Holdings
7D
5.7%
1Y
4.4%
SHG
R8.05
Sea Harvest Group
7D
-4.1%
1Y
1.3%
OCE
R53.90
Oceana Group
7D
9.0%
1Y
-21.6%