Header cover image

South African (JSE) Consumer Staples Sector Analysis

UpdatedJun 07, 2025
DataAggregated Company Financials
Companies23
  • 7D-2.0%
  • 3M5.5%
  • 1Y16.4%
  • YTD-1.1%

Over the last 7 days, the Consumer Staples industry has dropped 2.2%, driven by pullbacks in Bid and Shoprite Holdings of 2.5% and 2.3%, respectively. In contrast, Premier Group has gained 7.3%. In the past year, the industry has gained 16%. 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
Sat, 07 Jun 2025R641.5bR1.1tR31.7b12.9x20.3x0.6x
Mon, 05 May 2025R650.6bR1.1tR28.1b12.9x23.2x0.6x
Wed, 02 Apr 2025R617.0bR1.1tR27.9b12.6x22.1x0.6x
Fri, 28 Feb 2025R624.0bR1.1tR28.7b13.9x21.7x0.6x
Sun, 26 Jan 2025R639.1bR1.1tR28.8b14.9x22.2x0.6x
Tue, 24 Dec 2024R659.4bR1.1tR28.8b15.7x22.9x0.6x
Thu, 21 Nov 2024R618.6bR1.0tR26.0b14.4x23.8x0.6x
Sat, 19 Oct 2024R582.0bR905.7bR28.0b15.1x20.8x0.6x
Mon, 16 Sep 2024R584.4bR904.7bR28.4b13.3x20.6x0.6x
Wed, 14 Aug 2024R560.6bR900.0bR27.6b10.8x20.3x0.6x
Fri, 12 Jul 2024R551.2bR900.0bR27.6b10.6x20x0.6x
Sun, 09 Jun 2024R505.5bR880.5bR27.2b10.6x18.6x0.6x
Tue, 07 May 2024R516.7bR989.9bR26.9b10.2x19.2x0.5x
Thu, 04 Apr 2024R521.4bR988.2bR26.7b10.1x19.5x0.5x
Sat, 02 Mar 2024R523.0bR971.1bR26.0b11.5x20.1x0.5x
Mon, 29 Jan 2024R585.4bR1.1tR24.8b14.4x23.6x0.6x
Wed, 27 Dec 2023R571.9bR1.1tR24.8b13.9x23.1x0.5x
Fri, 24 Nov 2023R561.9bR1.1tR26.2b12x21.4x0.5x
Sun, 22 Oct 2023R518.4bR1.0tR28.5b10.3x18.2x0.5x
Tue, 19 Sep 2023R546.8bR1.0tR27.8b12.5x19.7x0.5x
Thu, 17 Aug 2023R552.9bR999.2bR27.0b11.4x20.5x0.6x
Sat, 15 Jul 2023R542.7bR999.2bR27.0b11.4x20.1x0.5x
Mon, 12 Jun 2023R2.0tR976.0bR26.7b11.2x75x2.1x
Wed, 10 May 2023R527.1bR969.5bR27.0b12.6x19.5x0.5x
Fri, 07 Apr 2023R547.6bR960.6bR27.3b12.9x20.1x0.6x
Sun, 05 Mar 2023R549.6bR939.2bR26.4b13.2x20.8x0.6x
Tue, 31 Jan 2023R547.7bR922.4bR25.3b12.3x21.6x0.6x
Thu, 29 Dec 2022R533.8bR922.4bR25.3b11.6x21.1x0.6x
Sat, 26 Nov 2022R553.8bR916.2bR23.8b12.4x23.3x0.6x
Mon, 24 Oct 2022R512.1bR906.2bR23.6b12x21.7x0.6x
Wed, 21 Sep 2022R518.7bR893.3bR23.1b12.3x22.5x0.6x
Fri, 19 Aug 2022R546.5bR860.4bR22.0b12.4x24.9x0.6x
Sun, 17 Jul 2022R495.2bR860.4bR22.0b11.4x22.5x0.6x
Tue, 14 Jun 2022R497.6bR860.1bR22.0b11.6x22.7x0.6x
Price to Earnings Ratio

22.7x


Total Market Cap: R497.6bTotal Earnings: R22.0bTotal Revenue: R860.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 21.5x202320242025
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 21.5x.
  • 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 13% per year over the last three years.
  • Revenues for these companies have grown 8.1% 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 Market2.00%
Consumer Staples-2.00%
Beverage0%0
Personal Products0%0
Food-1.00%
Food and Staples Retail-2.28%
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 24.8x.
    • Analysts are expecting annual earnings growth of 14.9%, which is higher than its past year's earnings growth of 8.9% per year.
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 better than its past earnings growth rate of 8.9% per year.
  • In contrast, the Food industry is expected to see its earnings growth to stay flat 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 GroupR137.377.3%
+R1.2b
118.0%PE16.7x
SPP SPAR GroupR112.431.1%
+R242.6m
16.5%PE13.8x
RCL RCL FoodsR9.931.8%
+R160.9m
-10.1%PE6.3x
OCE Oceana GroupR60.001.5%
+R106.8m
-18.1%PE6.5x
SHG Sea Harvest GroupR8.503.7%
+R101.0m
8.4%PE12.6x
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

OCE

R60.00

Oceana Group

7D

1.5%

1Y

-18.1%

SPP

R112.43

SPAR Group

7D

1.1%

1Y

16.5%

LBR

R3.30

Libstar Holdings

7D

3.1%

1Y

-4.3%

DCP

R32.75

Dis-Chem Pharmacies

7D

-2.2%

1Y

2.5%

TBS

R330.00

Tiger Brands

7D

-4.7%

1Y

68.6%

AVI

R93.41

AVI

7D

-1.1%

1Y

7.8%

SHG

R8.50

Sea Harvest Group

7D

3.7%

1Y

8.4%

PMR

R137.37

Premier Group

7D

7.3%

1Y

118.0%

RCL

R9.93

RCL Foods

7D

1.8%

1Y

-10.1%

CLS

R379.73

Clicks Group

7D

-2.2%

1Y

27.1%

BID

R464.60

Bid

7D

-2.5%

1Y

9.1%

SHP

R285.38

Shoprite Holdings

7D

-2.3%

1Y

13.7%