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South African (JSE) Consumer Staples Sector Analysis

UpdatedOct 30, 2023
DataAggregated Company Financials
Companies26
  • 7D1.6%
  • 3M-5.5%
  • 1Y-4.2%
  • YTD-1.9%

In the last week, the Consumer Staples industry is up 1.6%, with Clicks Group up 8.8%. In contrast, the industry has lost 4.2% in the last 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Oct 2023R526.8bR1.1tR27.4b11.8x19.2x0.5x
Wed, 27 Sep 2023R540.7bR1.0tR28.5b10.9x19x0.5x
Fri, 25 Aug 2023R554.4bR999.2bR27.0b11.2x20.6x0.6x
Sun, 23 Jul 2023R541.0bR999.2bR27.0b11.1x20.1x0.5x
Tue, 20 Jun 2023R540.1bR999.2bR27.2b11.2x19.9x0.5x
Thu, 18 May 2023R513.7bR969.5bR27.0b12x19x0.5x
Sat, 15 Apr 2023R547.2bR960.6bR27.3b12.9x20.1x0.6x
Mon, 13 Mar 2023R535.7bR959.3bR26.5b12.4x20.2x0.6x
Wed, 08 Feb 2023R550.6bR922.4bR25.3b12.8x21.7x0.6x
Fri, 06 Jan 2023R536.1bR922.4bR25.3b12x21.2x0.6x
Sun, 04 Dec 2022R539.7bR919.4bR24.8b13.6x21.7x0.6x
Tue, 01 Nov 2022R534.8bR906.2bR23.6b12x22.7x0.6x
Thu, 29 Sep 2022R516.9bR900.2bR22.9b11.8x22.5x0.6x
Sat, 27 Aug 2022R544.1bR881.8bR23.0b12.3x23.7x0.6x
Mon, 25 Jul 2022R507.7bR860.4bR22.0b11.6x23.1x0.6x
Wed, 22 Jun 2022R511.1bR860.4bR21.9b12.1x23.3x0.6x
Fri, 20 May 2022R508.9bR852.8bR22.0b12.2x23.1x0.6x
Sun, 17 Apr 2022R532.3bR846.9bR21.9b12.9x24.3x0.6x
Tue, 15 Mar 2022R516.9bR847.4bR21.3b13x24.3x0.6x
Thu, 10 Feb 2022R552.3bR841.2bR19.8b15.6x28x0.7x
Sat, 08 Jan 2022R541.6bR825.8bR21.0b14.9x25.7x0.7x
Mon, 06 Dec 2021R529.6bR825.8bR21.0b15.6x25.2x0.6x
Wed, 03 Nov 2021R539.2bR821.8bR21.8b15.2x24.7x0.7x
Fri, 01 Oct 2021R524.6bR816.4bR19.2b15.1x27.3x0.6x
Sun, 29 Aug 2021R509.2bR736.0bR20.9b14x24.4x0.7x
Mon, 05 Jul 2021R477.0bR727.4bR18.8b14.7x25.4x0.7x
Thu, 08 Apr 2021R449.2bR715.7bR16.8b15.7x26.7x0.6x
Sun, 10 Jan 2021R433.7bR789.6bR13.6b15.9x32x0.5x
Price to Earnings Ratio

28.2x


Total Market Cap: R394.5bTotal Earnings: R14.0bTotal Revenue: R783.2bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Consumer Staples Sector Price to Earnings3Y Average 24.4x202120222023
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 19.2x which is lower than its 3-year average PE of 24.4x.
  • 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 25% per year over the last three years.
  • Revenues for these companies have grown 10% 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-1.18%
Consumer Staples1.60%
Food and Staples Retail2.13%
Food0.076%
Beverage0%
Tobacco0%
Household Products0%
Personal Products0%
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 28.6x.
    • Analysts are expecting annual earnings growth of 11.1%, which is higher than its past year's earnings growth of 9.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 11% 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 7.2% 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
CLS Clicks GroupR264.568.8%
+R5.1b		-15.0%PE25.1x
SHP Shoprite HoldingsR241.682.0%
+R2.6b		3.3%PE20.8x
DCP Dis-Chem PharmaciesR23.783.8%
+R739.0m		-29.3%PE20.4x
TBS Tiger BrandsR167.711.3%
+R334.6m		-9.8%PE9.3x
PMR Premier GroupR62.501.6%
+R128.9m		n/aPE10.1x
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Latest News

OCE

R68.50

Oceana Group

7D

-6.4%

1Y

23.7%

CLS

R264.56

Clicks Group

7D

8.8%

1Y

-15.0%

BID

R404.78

Bid

7D

0.05%

1Y

37.0%

PIK

R24.45

Pick n Pay Stores

7D

-9.3%

1Y

-58.6%

AVI

R69.48

AVI

7D

0.1%

1Y

-5.4%

TBS

R167.71

Tiger Brands

7D

1.3%

1Y

-9.8%

PMR

R62.50

Premier Group

7D

1.6%

1Y

n/a

SPP

R109.87

SPAR Group

7D

-2.2%

1Y

-29.5%

RCL

R8.21

RCL Foods

7D

-1.1%

1Y

-25.2%

LBR

R3.10

Libstar Holdings

7D

-1.6%

1Y

-48.3%

QFH

R4.45

Quantum Foods Holdings

7D

-7.3%

1Y

3.5%

SHP

R241.68

Shoprite Holdings

7D

2.0%

1Y

3.3%

DCP

R23.78

Dis-Chem Pharmacies

7D

3.8%

1Y

-29.3%

KAL

R33.50

KAL Group

7D

-2.6%

1Y

-16.3%

SHG

R9.19

Sea Harvest Group

7D

1.5%

1Y

-20.1%

RFG

R11.01

RFG Holdings

7D

-2.0%

1Y

4.9%

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