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South African (JSE) Consumer Staples Sector Analysis

UpdatedMar 28, 2024
DataAggregated Company Financials
Companies21
  • 7D-0.2%
  • 3M-1.3%
  • 1Y6.6%
  • YTD-1.7%

The Consumer Staples industry has stayed flat over the last week. As for the the longer term, the industry is up 6.6% over the past 12 months. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Fri, 12 Aug 2022R535.3bR860.4bR22.0b12x24.3x0.6x
Sun, 10 Jul 2022R500.9bR860.4bR21.9b11.8x22.9x0.6x
Tue, 07 Jun 2022R518.3bR856.7bR22.0b12.7x23.6x0.6x
Thu, 05 May 2022R522.3bR846.9bR21.9b13x23.9x0.6x
Sat, 02 Apr 2022R540.9bR846.9bR21.9b13.3x24.7x0.6x
Mon, 28 Feb 2022R534.8bR849.0bR20.7b14.5x25.9x0.6x
Wed, 26 Jan 2022R532.1bR841.2bR19.8b15.1x26.9x0.6x
Fri, 24 Dec 2021R531.0bR825.8bR21.0b14.4x25.2x0.6x
Sun, 21 Nov 2021R527.5bR824.4bR21.1b16.2x25x0.6x
Tue, 19 Oct 2021R529.5bR817.5bR21.7b14.8x24.4x0.6x
Thu, 16 Sep 2021R519.9bR824.7bR19.2b14.5x27x0.6x
Sat, 14 Aug 2021R493.2bR736.0bR20.9b14.1x23.6x0.7x
Wed, 09 Jun 2021R482.2bR716.9bR17.8b16.9x27.1x0.7x
Price to Earnings Ratio

26.7x


Total Market Cap: R449.2bTotal Earnings: R16.8bTotal Revenue: R715.7bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 23.1x202220232024
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 19.4x which is lower than its 3-year average PE of 23.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market1.77%
Consumer Staples-0.19%
Beverage26.19%
Tobacco0%
Household Products0%
Personal Products0%
Food and Staples Retail-0.21%
Food-0.41%
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 27.2x.
    • Analysts are expecting annual earnings growth of 14.1%, which is higher than its past year's earnings decline of 3.8% per year.
  • Investors are most pessimistic about the Beverage industry, which is trading below its 3-year average of 22.4x.
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 decline of 3.8% per year.
  • In contrast, the Food industry is expected to see its earnings grow by 12% 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
BID BidR464.221.6%
+R2.5b
15.7%PE20.9x
SZK SAB Zenzele Kabili Holdings (RF)R38.5026.2%
+R324.0m
-7.2%PE2.4x
SPP SPAR GroupR88.401.6%
+R273.5m
-37.8%PE42.4x
AVI AVIR91.250.3%
+R99.2m
32.7%PE14.9x
CKS Crookes BrothersR29.9821.9%
+R81.6m
3.4%PS0.7x
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Latest News

LBR

R3.60

Libstar Holdings

7D

3.2%

1Y

-25.8%

SZK

R38.50

SAB Zenzele Kabili Holdings (RF)

7D

26.2%

1Y

-7.2%

BID

R464.22

Bid

7D

1.6%

1Y

15.7%

RCL

R9.93

RCL Foods

7D

-0.4%

1Y

-19.9%

PMR

R61.11

Premier Group

7D

-0.6%

1Y

2.4%

SHP

R247.50

Shoprite Holdings

7D

-2.2%

1Y

10.3%

PIK

R18.50

Pick n Pay Stores

7D

-3.6%

1Y

-56.5%

OCE

R69.64

Oceana Group

7D

-1.9%

1Y

-1.9%

ARL

R143.55

Astral Foods

7D

-0.4%

1Y

-10.7%

QFH

R11.40

Quantum Foods Holdings

7D

3.6%

1Y

153.3%

AVI

R91.25

AVI

7D

0.3%

1Y

32.7%

DCP

R32.38

Dis-Chem Pharmacies

7D

-1.1%

1Y

23.8%

SPP

R88.40

SPAR Group

7D

1.6%

1Y

-37.8%

KAL

R40.99

KAL Group

7D

2.5%

1Y

1.2%