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South African (JSE) Consumer Staples Sector Analysis

UpdatedDec 18, 2025
DataAggregated Company Financials
Companies22
  • 7D1.0%
  • 3M-1.7%
  • 1Y-4.4%
  • YTD-3.4%

The Consumer Staples industry has stayed flat over the last week. Unfortunately though, the industry is down 4.4% over the past 12 months. 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
Thu, 18 Dec 2025R624.7bR1.1tR35.2b12.6x17.7x0.6x
Sat, 15 Nov 2025R633.7bR1.1tR35.7b12x17.7x0.6x
Mon, 13 Oct 2025R643.9bR1.1tR34.9b10.5x18.5x0.6x
Wed, 10 Sep 2025R627.8bR1.1tR33.0b11.7x19x0.6x
Fri, 08 Aug 2025R615.2bR1.1tR31.5b11.7x19.5x0.6x
Sun, 06 Jul 2025R638.6bR1.1tR31.5b12x20.3x0.6x
Tue, 03 Jun 2025R647.7bR1.1tR31.7b12.9x20.4x0.6x
Thu, 01 May 2025R641.2bR1.1tR28.1b12.6x22.9x0.6x
Sat, 29 Mar 2025R606.1bR1.1tR27.9b12.5x21.7x0.6x
Mon, 24 Feb 2025R630.7bR1.1tR28.8b13.9x21.9x0.6x
Wed, 22 Jan 2025R648.8bR1.1tR28.8b15.1x22.5x0.6x
Fri, 20 Dec 2024R653.4bR1.1tR28.8b15.3x22.7x0.6x
Sun, 17 Nov 2024R615.9bR1.0tR25.0b15x24.6x0.6x
Tue, 15 Oct 2024R589.4bR905.7bR28.0b15.6x21x0.7x
Thu, 12 Sep 2024R580.5bR904.7bR28.4b12.7x20.5x0.6x
Sat, 10 Aug 2024R559.4bR900.0bR27.6b10.8x20.3x0.6x
Mon, 08 Jul 2024R550.0bR900.0bR27.6b11.3x20x0.6x
Wed, 05 Jun 2024R507.1bR878.2bR27.2b10.4x18.6x0.6x
Fri, 03 May 2024R515.9bR989.9bR26.9b10.3x19.2x0.5x
Sun, 31 Mar 2024R523.7bR988.2bR26.7b10x19.6x0.5x
Tue, 27 Feb 2024R531.9bR971.1bR26.0b11.6x20.5x0.5x
Thu, 25 Jan 2024R580.6bR1.1tR24.8b14.3x23.4x0.5x
Sat, 23 Dec 2023R571.9bR1.1tR24.8b13.9x23.1x0.5x
Mon, 20 Nov 2023R554.5bR1.1tR27.3b11.9x20.3x0.5x
Wed, 18 Oct 2023R532.5bR1.0tR28.5b12.2x18.7x0.5x
Fri, 15 Sep 2023R550.7bR1.0tR27.8b12.4x19.8x0.5x
Sun, 13 Aug 2023R556.6bR999.2bR27.0b11.3x20.6x0.6x
Tue, 11 Jul 2023R526.7bR999.2bR27.0b11x19.5x0.5x
Thu, 08 Jun 2023R514.4bR976.0bR26.7b11.1x19.3x0.5x
Sat, 06 May 2023R529.9bR969.5bR27.0b12.6x19.6x0.5x
Mon, 03 Apr 2023R542.6bR960.7bR27.3b12.9x19.9x0.6x
Wed, 01 Mar 2023R547.6bR939.2bR26.4b12.9x20.7x0.6x
Fri, 27 Jan 2023R551.8bR922.4bR25.3b12.2x21.8x0.6x
Sun, 25 Dec 2022R537.5bR922.4bR25.3b11.7x21.2x0.6x
Price to Earnings Ratio

21.2x


Total Market Cap: R537.5bTotal Earnings: R25.3bTotal Revenue: R922.4bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 20.8x202320242025
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 17.7x which is lower than its 3-year average PE of 20.8x.
  • 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 12% per year over the last three years.
  • Revenues for these companies have grown 5.4% 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 Market3.17%
Consumer Staples0.99%
Food1.34%
Food and Staples Retail0.87%
Beverage0%0
Personal Products0%0
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 24.1x.
    • Analysts are expecting annual earnings growth of 14.1%, which is higher than its past year's earnings growth of 2.0% per year.
  • Investors are most pessimistic about the Beverage industry, which is trading below its 3-year average of 7.6x.
Forecasted Growth
  • Analysts are most optimistic on the Food industry, expecting annual earnings growth of 21% over the next 5 years.
  • However this is lower than its past earnings growth rate of 28% per year.
  • In contrast, the Food and Staples Retail industry is expected to see its earnings grow by 14% 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
SHP Shoprite HoldingsR273.002.7%
+R3.9b		-8.9%PE20x
BID BidR419.691.9%
+R2.7b		-2.9%PE17.3x
TBS Tiger BrandsR371.834.2%
+R2.2b		28.2%PE13.7x
CLS Clicks GroupR337.741.1%
+R855.0m		-11.1%PE24.5x
AVI AVIR104.672.2%
+R747.3m		-3.6%PE14.3x

Latest News

KAL
R49.02
KAL Group
7D
-2.9%
1Y
-3.9%

KAL Group's (JSE:KAL) Shareholders Will Receive A Bigger Dividend Than Last Year

Dec 18
KAL Group's (JSE:KAL) Shareholders Will Receive A Bigger Dividend Than Last Year
SPP
R96.51
SPAR Group
7D
4.1%
1Y
-34.8%
TBS
R371.83
Tiger Brands
7D
4.2%
1Y
28.2%

Tiger Brands' (JSE:TBS) Upcoming Dividend Will Be Larger Than Last Year's

Dec 13
Tiger Brands' (JSE:TBS) Upcoming Dividend Will Be Larger Than Last Year's
SHP
R273.00
Shoprite Holdings
7D
2.7%
1Y
-8.9%
CLS
R337.74
Clicks Group
7D
1.1%
1Y
-11.1%
CKS
R24.20
Crookes Brothers
7D
-0.6%
1Y
-26.7%
ARL
R277.50
Astral Foods
7D
2.7%
1Y
44.7%
DCP
R35.00
Dis-Chem Pharmacies
7D
-1.0%
1Y
-3.9%

Dis-Chem Pharmacies (JSE:DCP) Seems To Use Debt Quite Sensibly

Nov 22
Dis-Chem Pharmacies (JSE:DCP) Seems To Use Debt Quite Sensibly
RBO
R4.83
Rainbow Chicken
7D
-3.0%
1Y
34.2%
AVI
R104.67
AVI
7D
2.2%
1Y
-3.6%
BOX
R71.92
Boxer Retail
7D
1.9%
1Y
12.6%
BID
R419.69
Bid
7D
1.9%
1Y
-2.9%