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South African (JSE) Consumer Staples Sector Analysis

UpdatedFeb 10, 2026
DataAggregated Company Financials
Companies22
  • 7D-0.1%
  • 3M-1.7%
  • 1Y-2.6%
  • YTD-1.2%

Over the last 7 days, the Consumer Staples industry has risen 1.1%, and Bid contributed the most with a gain of 0.9%. Overall in the last year, the industry is flat. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Feb 2026R620.4bR1.1tR35.2b12.5x17.6x0.6x
Thu, 08 Jan 2026R627.6bR1.1tR35.2b12.8x17.8x0.6x
Sat, 06 Dec 2025R628.5bR1.1tR36.1b11.4x17.4x0.6x
Mon, 03 Nov 2025R639.3bR1.1tR35.5b11.4x18x0.6x
Wed, 01 Oct 2025R617.7bR1.1tR34.9b10.1x17.7x0.6x
Fri, 29 Aug 2025R627.2bR1.1tR31.8b12.6x19.7x0.6x
Sun, 27 Jul 2025R610.4bR1.1tR31.5b11.4x19.4x0.6x
Tue, 24 Jun 2025R620.8bR1.1tR31.5b12.3x19.7x0.6x
Thu, 22 May 2025R638.1bR1.1tR27.8b12.8x22.9x0.6x
Sat, 19 Apr 2025R626.8bR1.1tR28.1b12.6x22.3x0.6x
Mon, 17 Mar 2025R601.4bR1.1tR29.6b11x20.3x0.6x
Wed, 12 Feb 2025R637.5bR1.1tR28.8b14.4x22.1x0.6x
Fri, 10 Jan 2025R654.7bR1.1tR28.8b15.5x22.7x0.6x
Sun, 08 Dec 2024R662.1bR1.1tR28.8b14.5x23x0.6x
Tue, 05 Nov 2024R604.8bR1.0tR24.9b15.7x24.3x0.6x
Thu, 03 Oct 2024R590.5bR891.3bR27.9b15.2x21.2x0.7x
Sat, 31 Aug 2024R588.0bR906.3bR27.7b12x21.2x0.6x
Mon, 29 Jul 2024R563.8bR900.0bR27.6b10.1x20.5x0.6x
Wed, 26 Jun 2024R545.4bR886.5bR27.7b10.7x19.7x0.6x
Fri, 24 May 2024R528.9bR990.3bR27.2b10.1x19.5x0.5x
Sun, 21 Apr 2024R493.5bR988.1bR26.7b10.2x18.5x0.5x
Tue, 19 Mar 2024R517.7bR988.1bR27.0b10.4x19.2x0.5x
Thu, 15 Feb 2024R526.9bR949.1bR25.4b12x20.7x0.6x
Sat, 13 Jan 2024R579.9bR1.1tR24.8b13.9x23.4x0.5x
Mon, 11 Dec 2023R566.8bR1.1tR24.8b14.1x22.9x0.5x
Wed, 08 Nov 2023R541.0bR1.1tR27.3b12.5x19.8x0.5x
Fri, 06 Oct 2023R531.4bR1.0tR28.5b12.1x18.7x0.5x
Sun, 03 Sep 2023R559.0bR1.0tR28.0b11.5x20x0.5x
Tue, 01 Aug 2023R559.7bR999.2bR27.0b11.2x20.8x0.6x
Thu, 29 Jun 2023R525.5bR999.2bR27.2b11.1x19.3x0.5x
Sat, 27 May 2023R517.8bR971.3bR26.6b12.2x19.5x0.5x
Mon, 24 Apr 2023R544.2bR961.1bR27.2b12.8x20x0.6x
Wed, 22 Mar 2023R517.0bR960.6bR26.2b12.3x19.7x0.5x
Fri, 17 Feb 2023R546.1bR922.4bR25.3b13.7x21.6x0.6x
Price to Earnings Ratio

21.6x


Total Market Cap: R546.1bTotal Earnings: R25.3bTotal Revenue: R922.4bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 20.6x202420252026
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 17.6x which is lower than its 3-year average PE of 20.6x.
  • 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 Market0.57%
Consumer Staples-0.14%
Food1.50%
Beverage0%0
Personal Products0%0
Food and Staples Retail-0.70%
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 24.0x.
    • Analysts are expecting annual earnings growth of 12.7%, 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 6.2x.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 13% over the next 5 years.
  • This is better than its past earnings growth rate of 2.0% per year.
  • In contrast, the Food industry is expected to see its earnings grow by 5.5% 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
BID BidR418.340.9%
+R1.2b		-12.0%PE17.2x
RBO Rainbow ChickenR6.8722.2%
+R1.1b		83.2%PE10.7x
TBS Tiger BrandsR347.691.8%
+R939.6m		25.4%PE12.8x
PMR Premier GroupR183.711.7%
+R388.0m		47.0%PE17.4x
OCE Oceana GroupR55.102.0%
+R130.5m		-18.1%PE9.8x

Latest News

PIK
R23.10
Pick n Pay Stores
7D
-3.2%
1Y
-23.2%
TBS
R347.69
Tiger Brands
7D
1.8%
1Y
25.4%

TBS: Special Dividend And Buyback Will Support Rerated Earnings Multiple

Analysts have lifted their fair value estimate for Tiger Brands from R365.00 to R428.00, citing updated assumptions for revenue growth of 7.72%, a profit margin of 9.08%, a discount rate of 16.29% and a future P/E of 24.13x. What's in the News Tiger Brands has announced a gross special dividend of 2,710.00 cents per ordinary share, with a net amount of 2,168.00 cents per share, subject to approval by the South African Reserve Bank.
QFH
R9.01
Quantum Foods Holdings
7D
-7.5%
1Y
28.7%
RBO
R6.87
Rainbow Chicken
7D
22.2%
1Y
83.2%
DCP
R36.19
Dis-Chem Pharmacies
7D
-0.9%
1Y
6.2%
RCL
R9.39
RCL Foods
7D
-2.6%
1Y
-6.1%
SHP
R261.23
Shoprite Holdings
7D
-1.5%
1Y
-6.2%
ARL
R275.64
Astral Foods
7D
1.0%
1Y
56.6%

ARL: Stable Leadership Transitions And Steady Outlook Will Support Balanced Prospects

Analysts have maintained their fair value estimate for Astral Foods at R265.00, reflecting unchanged assumptions for revenue growth, profit margins and future P/E multiples in their latest review. What's in the News Astral Foods appointed Mr. Gideon Johannes (Johan) Geel as Chief Financial Officer, effective March 1, 2026, following the resignation of Mr. Johan Andries Ignatius (Dries) Ferreira on January 31, 2026.
CLS
R323.72
Clicks Group
7D
-1.0%
1Y
-8.8%
LBR
R4.55
Libstar Holdings
7D
4.1%
1Y
9.6%

Category Simplification And International Expansion Will Support A Stronger Long Term Outlook

Catalysts About Libstar Holdings Libstar Holdings is a South African food producer focused on value added ambient and perishable products, with a small household and personal care presence. What are the underlying business or industry changes driving this perspective?
OCE
R55.10
Oceana Group
7D
2.0%
1Y
-18.1%
AVI
R110.11
AVI
7D
0.3%
1Y
16.3%
RFG
R25.04
RFG Holdings
7D
-1.8%
1Y
24.6%
PMR
R183.71
Premier Group
7D
1.7%
1Y
47.0%
BOX
R72.37
Boxer Retail
7D
-2.3%
1Y
11.3%

Boxer Retail (JSE:BOX) Looks To Prolong Its Impressive Returns

Jan 13
Boxer Retail (JSE:BOX) Looks To Prolong Its Impressive Returns
BID
R418.34
Bid
7D
0.9%
1Y
-12.0%