Investors Still Waiting For A Pull Back In Danone S.A. (EPA:BN)
May 29
French (CAC) Consumer Staples Sector Analysis
UpdatedMay 29, 2024
DataAggregated Company Financials
Companies40
- 7D-1.2%
- 3M-1.9%
- 1Y0.6%
- YTD-1.8%
Over the last 7 days, the Consumer Staples industry has dropped 1.2%, driven by a pullback from Pernod Ricard of 3.8%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 9.1% annually.
Sector Valuation and Performance
Has the French Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 29 May 2024 | €337.8b | €189.9b | €10.9b | 17.2x | 31.1x | 1.8x |
| Fri, 26 Apr 2024 | €333.8b | €190.0b | €10.9b | 17.5x | 30.6x | 1.8x |
| Sun, 24 Mar 2024 | €334.5b | €189.9b | €10.9b | 18.3x | 30.7x | 1.8x |
| Tue, 20 Feb 2024 | €342.6b | €225.5b | €9.4b | 20.9x | 36.4x | 1.5x |
| Thu, 18 Jan 2024 | €331.8b | €227.0b | €9.4b | 15.8x | 35.1x | 1.5x |
| Sat, 16 Dec 2023 | €348.6b | €227.0b | €9.4b | 16.6x | 36.9x | 1.5x |
| Mon, 13 Nov 2023 | €330.9b | €227.0b | €9.5b | 15.3x | 34.9x | 1.5x |
| Wed, 11 Oct 2023 | €319.0b | €226.9b | €9.5b | 17.9x | 33.7x | 1.4x |
| Fri, 08 Sep 2023 | €324.9b | €226.4b | €9.3b | 14.6x | 34.8x | 1.4x |
| Sun, 06 Aug 2023 | €340.4b | €328.2b | €15.5b | 14.8x | 22x | 1x |
| Tue, 04 Jul 2023 | €348.5b | €322.1b | €10.4b | 18.6x | 33.5x | 1.1x |
| Thu, 01 Jun 2023 | €334.6b | €322.2b | €10.4b | 14.9x | 32x | 1x |
| Sat, 29 Apr 2023 | €359.3b | €319.1b | €10.5b | 15.9x | 34.3x | 1.1x |
| Mon, 27 Mar 2023 | €336.3b | €318.3b | €10.7b | 18.4x | 31.5x | 1.1x |
| Wed, 22 Feb 2023 | €326.1b | €312.8b | €11.3b | 18.5x | 29x | 1x |
| Fri, 20 Jan 2023 | €318.7b | €304.7b | €10.3b | 19.9x | 31x | 1x |
| Sun, 18 Dec 2022 | €290.8b | €304.7b | €10.3b | 18.6x | 28.3x | 1x |
| Tue, 15 Nov 2022 | €299.9b | €304.1b | €10.2b | 16.5x | 29.4x | 1x |
| Thu, 13 Oct 2022 | €282.4b | €304.0b | €10.2b | 15.7x | 27.8x | 0.9x |
| Sat, 10 Sep 2022 | €301.2b | €304.5b | €10.4b | 18.5x | 29x | 1x |
| Mon, 08 Aug 2022 | €310.5b | €303.2b | €10.1b | 18.5x | 30.7x | 1x |
| Wed, 06 Jul 2022 | €290.5b | €288.1b | €9.6b | 18.5x | 30.3x | 1x |
| Fri, 03 Jun 2022 | €290.4b | €287.5b | €9.6b | 18.7x | 30.4x | 1x |
| Sun, 01 May 2022 | €313.0b | €287.5b | €9.5b | 21x | 32.8x | 1.1x |
| Tue, 29 Mar 2022 | €308.1b | €286.5b | €9.4b | 23.3x | 32.8x | 1.1x |
| Thu, 24 Feb 2022 | €321.7b | €288.6b | €10.1b | 24.1x | 32x | 1.1x |
| Sat, 22 Jan 2022 | €341.5b | €283.4b | €9.1b | 23.1x | 37.6x | 1.2x |
| Mon, 20 Dec 2021 | €362.6b | €283.4b | €9.1b | 22.4x | 39.9x | 1.3x |
| Wed, 17 Nov 2021 | €370.6b | €282.8b | €9.0b | 22.4x | 41.2x | 1.3x |
| Fri, 15 Oct 2021 | €335.9b | €282.8b | €9.0b | 23.3x | 37.4x | 1.2x |
| Sun, 12 Sep 2021 | €349.0b | €282.9b | €9.0b | 24.3x | 38.9x | 1.2x |
| Tue, 10 Aug 2021 | €352.8b | €282.6b | €8.9b | 25.2x | 39.5x | 1.2x |
Price to Earnings Ratio
41.9x
Current Industry PE
- Investors are relatively neutral on the French 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 33.7x.
- The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 11% per year over the last three years.
- Meanwhile revenues for these companies have declined 13% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the French Consumer Staples sector?
| FR Market | -1.26% | |
| Consumer Staples | -1.19% | |
| Tobacco | 0% | |
| Household Products | 0% | |
| Personal Products | -0.38% | |
| Food | -1.76% | |
| Beverage | -3.75% | |
| Food and Staples Retail | -6.50% | |
Industry PE
- Investors are most optimistic about the Personal Products industry, which is trading close to its 3-year average PE ratio of 41.4x.
- Analysts are expecting annual earnings growth of 7.7%, which is lower than the prior year's growth of 13.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Food industry, expecting annual earnings growth of 18% over the next 5 years.
- However this is lower than its past earnings growth rate of 110% per year.
- In contrast, the Beverage industry is expected to see its earnings grow by 7.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LOUP L.D.C | €149.00 | 0.7% +€17.5m | 24.2% | PE9.2x | |
| UNBL Unibel | €935.00 | 0.5% +€10.5m | -4.6% | PE23x | |
| LPE Laurent-Perrier | €124.00 | 1.2% +€8.9m | -7.8% | PE12.2x | |
| MALT Malteries Franco-Belges Société Anonyme | €645.00 | 2.4% +€7.4m | 7.5% | PE8.5x | |
| ITP Interparfums | €48.10 | 0.2% +€6.9m | -20.9% | PE28x |
