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South African (JSE) Consumer Staples Sector Analysis

UpdatedSep 07, 2025
DataAggregated Company Financials
Companies22
  • 7D-1.0%
  • 3M-3.0%
  • 1Y-0.5%
  • YTD-4.1%

Over the last 7 days, the Consumer Staples industry has dropped 1.0%, driven by Bid declining 3.7%. Meanwhile, Shoprite Holdings actually outperformed within the industry, gaining 5.9% in the last week. Over the last year, the industry has been flat overall. 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
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
Mon, 17 Oct 2022R513.0bR900.2bR22.9b11.5x22.4x0.6x
Wed, 14 Sep 2022R538.3bR892.9bR23.0b12.1x23.4x0.6x
Price to Earnings Ratio

23.4x


Total Market Cap: R538.3bTotal Earnings: R23.0bTotal Revenue: R892.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 21.2x202320242025
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 18.9x which is lower than its 3-year average PE of 21.2x.
  • 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 7.0% 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-0.37%
Consumer Staples-1.05%
Personal Products0%0
Beverage-0.083%
Food and Staples Retail-0.87%
Food-1.70%
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 24.5x.
    • Analysts are expecting annual earnings growth of 15.0%, which is higher than its past year's earnings growth of 12.6% 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 roughly in line with its past earnings growth rate.
  • In contrast, the Food industry is expected to see its earnings grow by 7.6% 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 HoldingsR278.335.9%
+R8.3b		-7.2%PE20.3x
QFH Quantum Foods HoldingsR7.8512.1%
+R170.9m		4.5%PE5.9x
SHG Sea Harvest GroupR8.484.7%
+R103.1m		5.9%PE7.4x
OCE Oceana GroupR51.440.9%
+R52.8m		-22.6%PE7.8x
LBR Libstar HoldingsR3.850.5%
+R11.9m		-9.4%PS0.2x

Latest News

SHG
R8.48
Sea Harvest Group
7D
4.7%
1Y
5.9%
DCP
R32.34
Dis-Chem Pharmacies
7D
-5.0%
1Y
-8.9%

Dis-Chem Pharmacies (JSE:DCP) Knows How To Allocate Capital

Sep 05
Dis-Chem Pharmacies (JSE:DCP) Knows How To Allocate Capital
QFH
R7.85
Quantum Foods Holdings
7D
12.1%
1Y
4.5%

Investors Will Want Quantum Foods Holdings' (JSE:QFH) Growth In ROCE To Persist

Sep 05
Investors Will Want Quantum Foods Holdings' (JSE:QFH) Growth In ROCE To Persist
SHP
R278.33
Shoprite Holdings
7D
5.9%
1Y
-7.2%
SPP
R104.48
SPAR Group
7D
-3.5%
1Y
-14.8%

SPAR Group (JSE:SPP) Takes On Some Risk With Its Use Of Debt

Sep 04
SPAR Group (JSE:SPP) Takes On Some Risk With Its Use Of Debt
RCL
R9.70
RCL Foods
7D
0.1%
1Y
9.0%
BID
R444.00
Bid
7D
-3.7%
1Y
-0.6%
CLS
R361.94
Clicks Group
7D
-3.0%
1Y
-2.0%
TBS
R304.12
Tiger Brands
7D
-2.2%
1Y
29.2%

The Returns At Tiger Brands (JSE:TBS) Aren't Growing

Aug 18
The Returns At Tiger Brands (JSE:TBS) Aren't Growing
OCE
R51.44
Oceana Group
7D
0.9%
1Y
-22.6%
AVI
R91.99
AVI
7D
-1.6%
1Y
-9.6%
PIK
R26.77
Pick n Pay Stores
7D
-2.9%
1Y
15.1%
LBR
R3.85
Libstar Holdings
7D
0.5%
1Y
-9.4%
BOX
R67.42
Boxer Retail
7D
-3.9%
1Y
n/a