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South African (JSE) Consumer Staples Sector Analysis

UpdatedNov 20, 2024
DataAggregated Company Financials
Companies22
  • 7D-1.5%
  • 3M3.7%
  • 1Y20.2%
  • YTD13.2%

Over the last 7 days, the Consumer Staples industry has dropped 1.5%, driven by Shoprite Holdings declining 3.6%. In contrast, Pick n Pay Stores has gained 15%. In the past year, the industry has gained 20%. As for the next few years, earnings are expected to grow by 16% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 Nov 2024R612.8bR1.0tR26.0b14x23.6x0.6x
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
Thu, 12 May 2022R514.3bR848.5bR21.6b13.2x23.8x0.6x
Sat, 09 Apr 2022R547.9bR846.9bR21.9b13.5x25x0.6x
Mon, 07 Mar 2022R527.6bR850.6bR20.8b13.7x25.4x0.6x
Wed, 02 Feb 2022R537.2bR841.2bR19.8b15x27.2x0.6x
Fri, 31 Dec 2021R544.5bR825.8bR21.0b14.7x25.9x0.7x
Sun, 28 Nov 2021R504.9bR825.7bR21.1b15.2x24x0.6x
Price to Earnings Ratio

24x


Total Market Cap: R504.9bTotal Earnings: R21.1bTotal Revenue: R825.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 22x202220232024
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 22.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.59x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 7.2% per year over the last three years.
  • Revenues for these companies have grown 7.6% 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 Market0.33%
Consumer Staples-1.50%
Food0.57%
Beverage0%
Tobacco0%
Household Products0%
Personal Products0%
Food and Staples Retail-2.03%
Industry PE
  • Investors are most optimistic about the Food and Staples Retail industry which is trading above its 3-year average PE ratio of 25.5x.
    • Analysts are expecting annual earnings growth of 17.9%, which is higher than its past year's earnings growth of 10.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Food industry is expected to see its earnings grow by 8.0% 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
PIK Pick n Pay StoresR30.1215.6%
+R3.0b		20.4%PS0.2x
TBS Tiger BrandsR243.002.2%
+R830.6m		35.3%PE13.4x
PMR Premier GroupR118.554.1%
+R607.1m		87.1%PE14.4x
BID BidR449.270.3%
+R482.7m		10.7%PE18.8x
SPP SPAR GroupR130.001.4%
+R342.8m		10.8%PE74x
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