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South African (JSE) Consumer Staples Sector Analysis

UpdatedJul 06, 2025
DataAggregated Company Financials
Companies23
  • 7D-0.1%
  • 3M10.6%
  • 1Y6.6%
  • YTD-1.6%

Last week, the Consumer Staples industry hasn't moved much but Boxer Retail is up 4.8% in that time. The past year has been better, since the industry has gained 6.6% in that time. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 07 Jul 2025R638.6bR1.1tR31.5b12x20.3x0.6x
Wed, 04 Jun 2025R646.2bR1.1tR31.7b12.9x20.4x0.6x
Fri, 02 May 2025R641.2bR1.1tR28.1b12.6x22.9x0.6x
Sun, 30 Mar 2025R606.1bR1.1tR27.9b12.5x21.7x0.6x
Tue, 25 Feb 2025R626.7bR1.1tR28.8b13.7x21.8x0.6x
Thu, 23 Jan 2025R648.8bR1.1tR28.8b15.1x22.5x0.6x
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
Price to Earnings Ratio

22.5x


Total Market Cap: R494.2bTotal Earnings: R22.0bTotal Revenue: R860.4bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 21.4x202320242025
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 21.4x.
  • 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 Market1.54%
Consumer Staples-0.11%
Beverage5.69%
Food and Staples Retail0.043%
Personal Products0%0
Food-0.71%
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 24.7x.
    • Analysts are expecting annual earnings growth of 13.8%, 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 14% 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 grow by 3.5% 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 HoldingsR282.982.2%
+R3.3b		-1.9%PE22.2x
AVI AVIR97.713.8%
+R1.2b		1.8%PE13.6x
BOX Boxer RetailR71.272.9%
+R911.8m		n/aPE23.4x
SPP SPAR GroupR111.873.7%
+R774.0m		-6.0%PE13.8x
PIK Pick n Pay StoresR27.472.5%
+R492.9m		2.2%PS0.2x

Latest News

SHG
R8.14
Sea Harvest Group
7D
-0.1%
1Y
-9.4%
TBS
R306.19
Tiger Brands
7D
-4.0%
1Y
42.7%

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Jul 06
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PIK
R27.47
Pick n Pay Stores
7D
2.5%
1Y
2.2%
PMR
R142.00
Premier Group
7D
0.7%
1Y
91.9%
BOX
R71.27
Boxer Retail
7D
2.9%
1Y
n/a
CKS
R27.80
Crookes Brothers
7D
-8.0%
1Y
-15.8%
QFH
R8.19
Quantum Foods Holdings
7D
16.8%
1Y
-34.5%
RCL
R10.80
RCL Foods
7D
-1.8%
1Y
2.5%
OCE
R53.75
Oceana Group
7D
2.6%
1Y
-25.2%
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CLS
R370.21
Clicks Group
7D
-0.2%
1Y
11.5%
AVI
R97.71
AVI
7D
3.8%
1Y
1.8%
SPP
R111.87
SPAR Group
7D
3.7%
1Y
-6.0%

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BRT
R4.30
Brimstone Investment
7D
-6.1%
1Y
-21.8%
BID
R461.00
Bid
7D
-1.4%
1Y
8.8%
SHP
R282.98
Shoprite Holdings
7D
2.2%
1Y
-1.9%
RBO
R4.05
Rainbow Chicken
7D
-1.9%
1Y
-8.0%

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