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ML Rural Crafts Laboratory News

From Food into Consumer Staples Sector

Verical Agri and Food Production


Craft News

  • Quarantine cooking's seven biggest trends – power ranked by Adam Liaw The Guardian
  • NEED FOOD? Get it Saturday at Holy Family West Seattle Blog (blog)
  • Food for Frontline makes a stop at Wythe County Community Hospital WSLS 10
  • Costco's beloved food samples are coming back in June, and other ... The Dallas Morning News
    June 5, 2020

    Top Longs Based on Momentum

    tickernamecountrysectorPeriodChange
    HMSPHM SAMPOERNAIndonesiaConsumer Staples30.00
    603517JUEWEI FOOD LTD AChinaConsumer Staples23.75
    600809SHANXI XINGHUACUN FEN WINE FACTORYChinaConsumer Staples22.86
    CPINCHAROEN POKPHAND INDONESIAIndonesiaConsumer Staples22.22
    CPINCHAROEN POKPHAND INDONESIAIndonesiaConsumer Staples22.22
    600600TSINGTAO BREWERY LTD AChinaConsumer Staples22.14
    VHCVINH HOAN CORPVietnamConsumer Staples21.77
    AC*ARCA CONTINENTALMexicoConsumer Staples21.55
    BIMBOAGRUPO BIMBO AMexicoConsumer Staples21.05
    BIMBOAGRUPO BIMBO AMexicoConsumer Staples21.05

    Top Shorts Based on Momentum

    tickernamecountrysectorPeriodChange
    603939YIFENG PHARMACY CHAIN LTD AChinaConsumer Staples-27.22
    COTYCOTY INC CLASS AUnited StatesConsumer Staples-21.32
    2212YAMAZAKI BAKING LTDJapanConsumer Staples-19.70
    002157JIANGXI ZHENGBANG TECHNOLOGY LTD AChinaConsumer Staples-17.75
    TAPMOLSON COORS BREWING CLASS BUnited StatesConsumer Staples-17.63
    000876NEW HOPE LIUHE LTD AChinaConsumer Staples-17.33
    COLPALCOLGATE PALMOLIVE INDIA LTDIndiaConsumer Staples-17.04
    288WH GROUP LTDHong KongConsumer Staples-17.00
    601933YONGHUI SUPERSTORES LTD AChinaConsumer Staples-15.03
    HINDUNILVRHINDUSTAN UNILEVER LTDIndiaConsumer Staples-14.10
    MLIndexnameytd1monthFy1PE
    MXEF Index MSCIMSCI EM-16.873.511.4

    Commodities YTD Performance

    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    Rough Rice (CBOT)USD/cwtRough Rice16.08USD22.7515.19
    Orange Juice (ICE)USd/lb.Orange Juice1.2495USD20.204.47
    Gold SpotUSD/t oz.Gold1742.70USD16.889.92
    Oats (CBOT)USd/bu.Oats3.19USD10.3821.87
    Palladium SpotUSD/t oz.Palladium2069.57USD9.89-7.64
    Silver (Comex)USD/t oz.Silver17.71USD0.2325.96
    Cocoa (ICE)USD/MTCocoa2401.00USD-0.377.28
    Canola (ICE)CAD/MTCanola472.80CAD-0.711.46
    Wheat (CBOT)USd/bu.Wheat5.17USD-4.35-7.26
    SteelUSD/MTSteel400.5USD-9.49-3.49
    Soybean (CBOT)USd/bu.Soybean8.46USD-9.76-2.98
    Cocking CoalCNY/MTCocking Coal1114.5CNY-9.98-10.41
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.29USD-10.258.95
    Platinum SpotUSD/t oz.Platinum840.93USD-10.5516.71
    3Mo Tin (LME)USD/MT3Mo Tin15459.00USD-10.645.87
    3Mo Zinc (LME)USD/MT3Mo Zinc2036.50USD-11.116.87
    Lumber (CME)USD/1000 board feetLumber367.50USD-12.9440.16
    Copper (Comex)USd/lb.Copper2.46USD-12.9713.76
    NickelUSD/MTNickel12335USD-14.289.79
    Cotton #2 (ICE)USd/lb.Cotton0.5787USD-15.6416.77
    Coffee 'C' (ICE)USd/lb.Coffee1.0565USD-16.02-10.84
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1512.50USD-16.16-0.88
    Sugar #11 (ICE)USd/lb.Sugar0.1119USD-16.869.38
    Corn (CBOT)USd/bu.Corn3.1925USD-17.77-4.84
    Natural Gas (Nymex)USD/MMBtuNatural Gas1.76USD-19.279.32
    Rubber (Tokyo)JPY/kgRubber156.00JPY-20.0411.27
    Lean Hogs (CME)USd/lb.Lean Hogs0.5579999999999999USD-20.57-2.67
    Ethanol (CBOT)USD/gal.Ethanol1.08USD-22.3027.06
    Live Cattle (CME)USd/lb.Live Cattle0.9763USD-22.3210.40
    Brent Crude (ICE)USD/bbl.Oil36.09USD-45.8443.84

    Country USD Yields Ordered By YTD Yield Change

    countryYieldYieldChange
    Ecuador39.7232.68
    Sri Lanka27.6022.44
    Zambia27.8321.44
    Argentina24.8518.76
    Switzerland25.2418.10
    Angola21.1314.15
    Jamaica16.4810.38
    India14.9410.22
    Canada13.317.66
    Iraq11.384.95
    Mongolia10.134.71
    Ghana10.804.59
    Kazakhstan9.454.56
    Ethiopia10.374.56
    El Salvador11.034.21
    Tunisia9.253.46
    Costa Rica9.503.34
    United States8.553.34
    Pakistan9.533.24
    Kenya8.723.03
    Nigeria8.662.75
    Bolivia7.722.74
    Oman7.872.35
    Turkey7.942.35
    South Africa7.032.01
    Senegal7.341.65
    Dominican Republic6.631.56
    Trinidad and Tobago5.701.50
    Singapore5.901.41
    Kuwait5.601.31
    Cote D'Ivoire (Ivory Coast)6.951.18
    United Kingdom5.351.08
    Ukraine8.111.05
    Mexico5.570.98
    Egypt7.240.90
    China5.580.77
    Macau5.510.76
    Jordan6.890.70
    Netherlands5.130.59
    Italy4.540.59
    Colombia4.910.42
    Brazil5.630.32
    Malaysia4.100.25
    Indonesia4.250.14
    Chile4.510.13
    Romania3.570.11
    Ireland5.230.10
    Australia4.760.06
    Guatemala6.210.01
    Hong Kong4.17-0.05
    United Arab Emirates4.13-0.06
    Paraguay5.08-0.08
    Morocco4.06-0.10
    Bahrain6.13-0.17
    Panama4.11-0.18
    Peru4.02-0.20
    Israel5.30-0.24
    Vietnam3.45-0.26
    Azerbaijan4.26-0.35
    Finland3.64-0.40
    Saudi Arabia4.26-0.44
    Uruguay3.16-0.55
    Thailand2.58-0.62
    Taiwan2.80-0.65
    Hungary2.53-0.72
    Philippines2.72-0.72
    Belgium4.59-0.81
    Croatia (Hrvatska)2.49-0.90
    Qatar2.87-0.97
    France5.98-1.03
    Luxembourg5.34-1.10
    Russian Federation3.19-1.13
    Poland1.35-1.43
    Sweden2.51-1.53
    Korea (South)2.34-1.58
    Lebanon0.00-7.39
    Venezuela0.00-54.35
  • Consumer Staples Performance By Subindustry Last Month

    Industrymonthchangepct
    Tobacco9.58
    Brewers9.19
    Drug Retail8.71
    Food Retail6.46
    Household Products5.90
    Food Distributors5.60
    Agricultural Products5.25
    Distillers & Vintners5.23
    Soft Drinks4.86
    Packaged Foods & Meats3.51
    Personal Products-1.86
    Hypermarkets & Super Centers-2.52

    Consumer Staples By Subindustry Performance YTD

    Industrymonthchangepct
    Personal Products-3.99
    Soft Drinks-5.02
    Brewers-5.63
    Hypermarkets & Super Centers-5.68
    Food Retail-6.39
    Household Products-6.71
    Packaged Foods & Meats-7.66
    Distillers & Vintners-11.55
    Agricultural Products-11.76
    Tobacco-15.25
    Drug Retail-17.16

    Consumer Staples Performance in Various Countries Last Month

    countryPeriodChange
    Singapore16.53
    Mexico13.36
    Morocco12.09
    Indonesia12.03
    Russian Federation10.74
    Vietnam10.55
    Turkey9.79
    Denmark9.18
    Nigeria8.02
    Kenya7.69
    Poland7.38
    Norway6.85
    Chile5.87
    Taiwan3.78
    Thailand3.75
    Malaysia3.74
    Ireland3.59
    Italy3.38
    Germany3.14
    Sweden2.99
    Brazil2.96
    Australia2.91
    South Africa2.66
    Korea (South)2.21
    Saudi Arabia1.80
    Egypt1.30
    China1.16
    New Zealand0.17
    Japan-0.06
    Netherlands-0.11
    France-0.16
    Philippines-0.42
    Bangladesh-0.56
    Hong Kong-0.66
    Switzerland-0.94
    United Kingdom-1.41
    Belgium-1.53
    United States-1.73
    Kuwait-2.08
    India-2.64
    Canada-3.34
    Portugal-5.46

    Consumer Staples Valuation and Growth in Various Countries (Simple Averages)

    CountryPEFy0PEFy12020Growth
    SOUTH KOREA17.3314.5146.65
    RUSSIA10.187.6646.11
    JAPAN21.6017.8412.82
    SWEDEN20.7921.9210.96
    THAILAND21.4922.0010.36
    PHILIPPINES32.7327.4710.13
    INDIA19.965.543.25
    TAIWAN23.5516.782.86
    NETHERLANDS16.0114.750.81
    SPAIN0.000.000.00
    CHINA23.7224.23-0.38
    UNITED STATES19.0817.17-0.66
    CANADA22.1216.96-1.21
    HONG KONG19.5316.18-2.03
    MEXICO17.7311.74-3.61
    IRELAND0.0031.00-4.12
    FRANCE23.5224.13-4.38
    MALAYSIA18.8816.54-5.82
    INDONESIA19.6617.12-9.47
    AUSTRALIA25.0825.27-9.79
    UKRAINE1.542.21-11.74
    NORWAY23.1720.12-12.04
    DENMARK22.7423.63-13.08
    BRITAIN16.3912.53-13.17
    CHILE19.0415.45-14.52
    GERMANY24.0522.06-20.37
    TURKEY15.5022.93-20.58
    BRAZIL16.7113.15-22.03
    SOUTH AFRICA14.9213.75-24.69
    BELGIUM21.1122.05-29.22
    SWITZERLAND0.000.00-47.05
    SINGAPORE0.000.00-85.48

    Emerging Markets Consumer Products
  • Godrej Professional Announces Suraksha Salon Program to Support Salons For Post-lockdown Operations THE WEEK
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  • As equities improve, emerging markets and Europe look like good bets South China Morning Post
  • Global Smart Tv Market Seeking Growth from Emerging Markets ... 3rd Watch News
  • Terry Smith successors dial up concentration in emerging markets trust Portfolio Adviser /---/
    Emerging Markets Dist/Whsl - Consumer Staples
    /---/
    Emerging Markets Retail Staples
  • Coronavirus: Economic & Credit Market Implications S&P Global
  • Online Electronics Retailing Market 2020 | Covid19 Impact Analysis | Business Outlook, Growth, Revenue, Trends and Forecasts 2026 | Amazon, Apple, Best Buy, Dell, Staples News Distinct
  • The opportunities in volatility - Livewire Exclusive Livewire Markets
  • Global Online Apparel Market 2020 – Business Strategies, Product ... 3rd Watch News
  • Buying Retail Stocks During COVID? Consider Discount Retail, Goldman Says TheStreet /---/
    Emerging Market Mega Malls
  • Transforming the grocery retail market to be more inclusive to ... Independent Online
  • Jewellery and Loose Diamond Market Study: An Emerging Hint of Opportunity | Chow Tai Fook, Chow Sang Sang Jewellery, Swarovski WaterCloud News
  • Vodkas Market Study: An Emerging Hint of Opportunity – Distinct ... News Distinct
  • Emerging market economies diverge as lockdowns persist The Star Online
  • Ale Beer Market Study: An Emerging Hint of Opportunity |Budweiser ... Farmers Ledger (press release) (blog) /---/

    Valuation and Growth of Various Sectors in Consumer Staples

  • Equities Fall Thursday Baystreet.ca
  • North American markets lose ground on Thursday BNNBloomberg.ca
  • Sri Lankan shares break five-day win streak; consumer staple stocks weigh Reuters
  • 5 Stocks That Offer the Best Return-on-Equity Growth, Goldman Sachs Says Barron's
  • 5 Stocks to Buy for an Uncertain 2020 Kiplinger's Personal Finance
  • Sri Lankan market boosted by consumer staples, financial stocks Reuters
  • India Inc's earnings scorecard shows worst profit slump since 2014 Economic Times
  • The Top-Ranked Dividend Growth Stocks In The Consumer Staples Sector Seeking Alpha
  • 2 Top Consumer Staples Stocks to Buy Now Motley Fool
  • 5 Stocks to Buy for an Uncertain 2020 Kiplinger's Personal Finance
  • 5 Consumer Staple Stocks to Trump Earnings Despite Coronavirus Yahoo Finance
  • Coca-Cola (KO) Gains As Market Dips: What You Should Know Yahoo Finance
  • TSX ends three-day winning streak to start June despite rising crude The Chronicle Journal
  • 11 Best Stocks to Invest in by Sector Yahoo Finance
  • Calling on Communications ETFs ETF Trends
  • Tuesday's Insider Report: CFO invest over $300000 in this large-cap ... The Globe and Mail
  • A $50 Billion Market Cap Is Possible for Lululemon, Analyst Says. The Stock Is Soaring. Barron's
  • 7 Safe Dividend Stocks With Big Dividend Growth Potential Kiplinger's Personal Finance

    Link to Consumer Staples Macro Page

    Consumer Staples sector trades at 2020 simple average PE Fy1 of 19.3 x and 2021 PE Fy2 of 16.4 x

    Consumer Staples sector trades at 2020 simple average EV/EBITDA of 10.2 x and 2021 EV/EBITDA of 9.3 x

    In terms of Dividend yield Consumer Staples sector trades at 2020 Yield of 2.3 % and 2021 Dividend Yield of 2.5 %

    On ROE basis Consumer Staples sector trades at 2020 ROE of 10.9 % and 2021 ROE of 11.4 %

    Consumer Staples subindustries by 2020 EBITDA Margin %

    Industry2020 EBITDA Margin
    Tobacco34.7
    Household Products23.0
    Soft Drinks22.2
    Personal Products17.6
    Distributors - Consumer Staples14.5
    Distillers & Vintners25.8
    Brewers18.8
    Agricultural Products10.2
    Food Retail8.6
    Drug Retail6.9
    Food Distributors3.9
    Packaged Foods & Meats13.5
    Hypermarkets & Super Centers4.9

    Consumer Staples most profitable companies by 2020 EBITDA Margin %

    Industrycompany2020 EBITDA Margin
    TobaccoAltria Group Inc55.7
    TobaccoReynolds American Inc49.6
    TobaccoBritish American Tobacco PLC46.8
    TobaccoLorillard LLC45.2
    TobaccoSwedish Match AB42.8
    TobaccoPhilip Morris International Inc42.6
    TobaccoSouza Cruz SA38.6
    BrewersAmbev SA38.4
    TobaccoITC Ltd38.1
    BrewersAnheuser-Busch InBev SA/NV36.8
    Distillers & VintnersConstellation Brands Inc36.8
    Soft DrinksMonster Beverage Corp35.4
    Distillers & VintnersBrown-Forman Corp35.1
    Distillers & VintnersDiageo PLC33.2
    Soft DrinksCoca-Cola Co/The32.0

    Companies in Consumer Staples By Market Share %

    companymarketshare
    Wal-Mart Stores Inc13.9
    CVS Health Corp6.8
    Costco Wholesale Corp4.0
    Walgreens Boots Alliance Inc3.6
    Kroger Co/The3.2
    Nestle SA2.5
    Carrefour SA2.2
    Tesco PLC2.2
    Koninklijke Ahold Delhaize NV2.0
    Aeon Co Ltd1.8
    Procter & Gamble Co/The1.8
    PepsiCo Inc1.8
    Archer-Daniels-Midland Co1.7
    Sysco Corp1.6
    Unilever PLC1.5

    Countries Market Share in Consumer Staples %

    countrymarketshare
    UNITED STATES50.0
    BRITAIN8.7
    JAPAN5.4
    FRANCE5.2
    NETHERLANDS3.4
    MEXICO2.8
    BRAZIL2.6
    RUSSIA2.6
    SWITZERLAND2.6
    CANADA2.6
    SOUTH KOREA1.8
    BELGIUM1.7
    AUSTRALIA1.7
    GERMANY1.4
    CHINA0.9
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    Largest Companies in Consumer Staples by Market Capitalisation mn$

    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    WMT USWal-Mart Stores IncUNITED STATESFood & Staples RetailingHypermarkets & Super Centers351549.1
    PG USProcter & Gamble Co/TheUNITED STATESHousehold & Personal ProductsHousehold Products286976.5
    KO USCoca-Cola Co/TheUNITED STATESFood Beverage & TobaccoSoft Drinks200485.5
    PEP USPepsiCo IncUNITED STATESFood Beverage & TobaccoSoft Drinks182525.7
    OR FPL'Oreal SAFRANCEHousehold & Personal ProductsPersonal Products162480.6
    UNA NAUnilever NVBRITAINHousehold & Personal ProductsPersonal Products138363.7
    ULVR LNUnilever PLCBRITAINHousehold & Personal ProductsPersonal Products138331.2
    COST USCostco Wholesale CorpUNITED STATESFood & Staples RetailingHypermarkets & Super Centers136196.6
    PM USPhilip Morris International IncUNITED STATESFood Beverage & TobaccoTobacco114231.0
    ABI BBAnheuser-Busch InBev SA/NVBELGIUMFood Beverage & TobaccoBrewers96221.4
    BATS LNBritish American Tobacco PLCBRITAINFood Beverage & TobaccoTobacco91334.2
    CVS USCVS Health CorpUNITED STATESFood & Staples RetailingDrug Retail85706.0
    DGE LNDiageo PLCBRITAINFood Beverage & TobaccoDistillers & Vintners82217.6
    MDLZ USMondelez International IncUNITED STATESFood Beverage & TobaccoPackaged Foods & Meats74399.4
    MO USAltria Group IncUNITED STATESFood Beverage & TobaccoTobacco72569.3
    EL USEstee Lauder Cos Inc/TheUNITED STATESHousehold & Personal ProductsPersonal Products71088.9
    HUVR INHindustan Unilever LtdINDIAHousehold & Personal ProductsHousehold Products65594.9
    CL USColgate-Palmolive CoUNITED STATESHousehold & Personal ProductsHousehold Products61952.7
    HEIA NAHeineken NVNETHERLANDSFood Beverage & TobaccoBrewers52952.2
    KMB USKimberly-Clark CorpUNITED STATESHousehold & Personal ProductsHousehold Products48167.0

    Number of Companies in Consumer Staples by Country by SubIndustry and Market Capitalisation mn$

    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAHousehold & Personal ProductsPersonal Products329019.7
    CHINAHousehold & Personal ProductsPersonal Products19914.5
    JAPANHousehold & Personal ProductsPersonal Products265198.8
    JAPANHousehold & Personal ProductsHousehold Products123473.4
    BRITAINHousehold & Personal ProductsPersonal Products3276694.8
    GERMANYHousehold & Personal ProductsPersonal Products126539.3
    UNITED STATESHousehold & Personal ProductsHousehold Products6444533.1
    INDIAHousehold & Personal ProductsPersonal Products219541.1
    UNITED STATESHousehold & Personal ProductsPersonal Products171088.9
    GERMANYHousehold & Personal ProductsHousehold Products274167.7
    INDIAHousehold & Personal ProductsHousehold Products165594.9
    MEXICOHousehold & Personal ProductsHousehold Products15056.2
    BRAZILHousehold & Personal ProductsPersonal Products10.0
    FRANCEHousehold & Personal ProductsPersonal Products1162480.6
    INDONESIAHousehold & Personal ProductsHousehold Products120355.4
    SOUTH KOREAFood Beverage & TobaccoDistillers & Vintners12213.2
    SOUTH KOREAFood Beverage & TobaccoPackaged Foods & Meats37365.8
    SOUTH KOREAFood Beverage & TobaccoTobacco19503.2
    UKRAINEFood Beverage & TobaccoAgricultural Products1831.8
    TAIWANFood Beverage & TobaccoPackaged Foods & Meats215895.3

    Top Companies Consumer Staples by Dividend Yield

    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    EXITO CBAlmacenes Exito SACOLOMBIAFood & Staples RetailingHypermarkets & Super Centers12.5
    ANDINAB CIEmbotelladora Andina SACHILEFood Beverage & TobaccoSoft Drinks9.1
    TSCO LNTesco PLCBRITAINFood & Staples RetailingFood Retail9.0
    MO USAltria Group IncUNITED STATESFood Beverage & TobaccoTobacco8.6
    MGNT RMMagnit PJSCRUSSIAFood & Staples RetailingFood Retail8.5

    Cheapest Companies in Consumer Staples on FY1 PE

    TickerCompanyCountryIndustrySubIndustryPE_fy1
    0KE GRKernel Holding SAUKRAINEFood Beverage & TobaccoAgricultural Products6.6
    097950 KSCJ CheilJedang CorpSOUTH KOREAFood Beverage & TobaccoPackaged Foods & Meats7.6
    WBA USWalgreens Boots Alliance IncUNITED STATESFood & Staples RetailingDrug Retail7.9
    AGRO RMRos AgroRussiaDistributors - Consumer StaplesDistributors - Consumer Staples8.1
    AGRO LIRos Agro PLCRUSSIAFood Beverage & TobaccoAgricultural Products8.2