image

ML Rural Crafts Laboratory News

From Food into Consumer Staples Sector

Verical Agri and Food Production


Craft News

  • Minnesota State Fair Foods 2020, at the Fair Eater Twin Cities
  • State Fairgrounds To Open Up For Drive-Thru ‘Food Parade’ Experience, With 16 Vendors WCCO | CBS Minnesota
  • State Fair announces 2020 Food Parade KARE11.com
  • Know Your Food The New York Times
    July 23, 2020

    Top Longs Based on Momentum

    tickernamecountrysectorPeriodChange
    600438TONGWEI LTD AChinaConsumer Staples43.85
    600779SICHUAN SWELLFUN LTD AChinaConsumer Staples31.63
    600600TSINGTAO BREWERY LTD AChinaConsumer Staples30.41
    CENCOSUDCENCOSUD SAChileConsumer Staples29.51
    000858WULIANGYE YIBIN LTD AChinaConsumer Staples29.47
    000858WULIANGYE YIBIN LTD AChinaConsumer Staples29.47
    000568LUZHOU LAO JIAO LTD AChinaConsumer Staples27.36
    NESTLENESTLE FOODS PLCNigeriaConsumer Staples26.95
    BIDBID CORPORATION LTDSouth AfricaConsumer Staples24.61
    BIDBID CORPORATION LTDSouth AfricaConsumer Staples24.61

    Top Shorts Based on Momentum

    tickernamecountrysectorPeriodChange
    002714MUYUAN FOODS LTD AChinaConsumer Staples-29.78
    002714MUYUAN FOODS LTD AChinaConsumer Staples-29.78
    300498WENS FOODSTUFF GROUP LTDChinaConsumer Staples-15.47
    300498WENS FOODSTUFF GROUP LTDChinaConsumer Staples-15.47
    HMSPHM SAMPOERNAIndonesiaConsumer Staples-15.38
    4927POLA ORBIS HOLDINGS INCJapanConsumer Staples-14.48
    007070GS RETAIL LTDKorea (South)Consumer Staples-11.23
    007070GS RETAIL LTDKorea (South)Consumer Staples-11.23
    FEMSAUBDFOMENTO ECONOMICO MEXICANOMexicoConsumer Staples-9.30
    282330BGF RETAIL LTDKorea (South)Consumer Staples-9.30
    MLIndexnameytd1monthFy1PE
    MXEF Index MSCIMSCI EM-10.1610.6212.5

    Commodities YTD Performance

    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    Orange Juice (ICE)USd/lb.Orange Juice1.239USD19.19-0.84
    Gold SpotUSD/t oz.Gold1751.94USD17.490.53
    Palladium SpotUSD/t oz.Palladium1931.32USD2.55-6.68
    Silver (Comex)USD/t oz.Silver17.97USD1.701.47
    Lumber (CME)USD/1000 board feetLumber424.10USD0.4715.40
    Canola (ICE)CAD/MTCanola476.20CAD0.000.72
    3Mo Tin (LME)USD/MT3Mo Tin16859.00USD-2.559.06
    Oats (CBOT)USd/bu.Oats2.8125USD-2.68-11.83
    SteelUSD/MTSteel417USD-5.764.12
    Cocoa (ICE)USD/MTCocoa2270.00USD-5.81-5.46
    Copper (Comex)USd/lb.Copper2.6545USD-6.097.91
    Cocking CoalCNY/MTCocking Coal1159CNY-6.383.99
    Soybean (CBOT)USd/bu.Soybean8.7475USD-6.693.40
    Rough Rice (CBOT)USD/cwtRough Rice12.15USD-7.25-24.44
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.3175USD-8.342.13
    3Mo Zinc (LME)USD/MT3Mo Zinc2087.50USD-8.882.50
    Ethanol (CBOT)USD/gal.Ethanol1.26USD-9.3516.67
    Wheat (CBOT)USd/bu.Wheat4.87USD-9.90-5.80
    Sugar #11 (ICE)USd/lb.Sugar0.1206USD-10.407.77
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1603.00USD-11.145.98
    NickelUSD/MTNickel12625USD-12.272.35
    Cotton #2 (ICE)USd/lb.Cotton0.5975USD-12.903.25
    Platinum SpotUSD/t oz.Platinum817.48USD-13.05-2.79
    Corn (CBOT)USd/bu.Corn3.2925USD-15.203.13
    Rubber (Tokyo)JPY/kgRubber157.20JPY-19.430.77
    Coffee 'C' (ICE)USd/lb.Coffee0.98USD-22.10-7.24
    Natural Gas (Nymex)USD/MMBtuNatural Gas1.66USD-23.85-5.68
    Live Cattle (CME)USd/lb.Live Cattle0.9512999999999999USD-24.31-2.56
    Lean Hogs (CME)USd/lb.Lean Hogs0.511USD-27.26-8.42
    Brent Crude (ICE)USD/bbl.Oil42.95USD-35.5519.01

    Country USD Yields Ordered By YTD Yield Change

    countryYieldYieldChange
    Ecuador31.1724.13
    Zambia21.6915.30
    Sri Lanka18.3713.20
    Switzerland19.1912.05
    Jamaica14.758.65
    Angola14.727.74
    India9.524.81
    Kazakhstan8.793.90
    Canada9.353.71
    Iraq9.913.48
    Tunisia8.262.47
    El Salvador9.172.35
    Costa Rica8.332.17
    Bolivia6.941.96
    Nigeria7.451.54
    Ghana7.721.51
    United States6.411.30
    Turkey6.691.11
    Ethiopia6.811.00
    Oman6.390.90
    Kenya6.320.63
    Egypt6.940.60
    Dominican Republic5.650.59
    Senegal6.250.56
    South Africa5.540.52
    Pakistan6.800.51
    Kuwait4.840.45
    Cote D'Ivoire (Ivory Coast)6.130.36
    Mexico4.960.31
    China4.840.16
    Macau4.870.12
    Mongolia5.430.01
    Singapore4.39-0.10
    Trinidad and Tobago3.99-0.21
    Argentina5.88-0.22
    Jordan5.81-0.37
    Italy3.58-0.37
    Colombia4.11-0.38
    Hong Kong3.83-0.39
    Ukraine6.48-0.41
    Paraguay4.72-0.44
    Brazil4.82-0.46
    Malaysia3.38-0.47
    United Arab Emirates3.68-0.51
    Romania2.93-0.53
    Panama3.70-0.59
    Chile3.77-0.60
    United Kingdom3.65-0.62
    Indonesia3.47-0.63
    Guatemala5.55-0.65
    Peru3.54-0.68
    Netherlands3.70-0.75
    Saudi Arabia3.88-0.82
    Israel4.72-0.85
    Morocco3.52-0.91
    Philippines2.46-0.97
    Belgium4.40-1.00
    Uruguay2.70-1.02
    Thailand2.15-1.05
    Vietnam2.63-1.08
    Azerbaijan3.50-1.13
    Hungary2.01-1.24
    Bahrain4.98-1.32
    Finland2.69-1.35
    Taiwan2.04-1.41
    Australia3.21-1.49
    Russian Federation2.78-1.54
    Qatar2.28-1.56
    Croatia (Hrvatska)1.77-1.62
    Sweden2.30-1.74
    Poland0.97-1.81
    Korea (South)1.57-1.81
    Luxembourg4.42-2.09
    France4.75-2.26
    Lebanon0.00-7.39
    Venezuela0.00-54.35
  • Consumer Staples Performance By Subindustry Last Month

    Industrymonthchangepct
    Brewers11.55
    Hypermarkets & Super Centers9.87
    Agricultural Products9.71
    Food Retail7.63
    Household Products7.06
    Packaged Foods & Meats4.93
    Drug Retail3.78
    Personal Products3.58
    Distillers & Vintners3.25
    Food Distributors1.12
    Tobacco0.21
    Soft Drinks-3.09

    Consumer Staples By Subindustry Performance YTD

    Industrymonthchangepct
    Hypermarkets & Super Centers2.39
    Household Products2.15
    Food Retail-1.98
    Personal Products-3.67
    Packaged Foods & Meats-5.99
    Distillers & Vintners-8.70
    Soft Drinks-8.77
    Brewers-10.19
    Agricultural Products-13.28
    Drug Retail-17.27
    Tobacco-17.89

    Consumer Staples Performance in Various Countries Last Month

    countryPeriodChange
    Nigeria26.95
    Russian Federation18.01
    Chile14.94
    Italy14.77
    Philippines13.87
    New Zealand13.40
    France11.26
    Australia10.93
    Germany10.53
    Turkey10.26
    Poland9.50
    China9.48
    India8.89
    South Africa8.62
    Brazil8.51
    Morocco7.49
    Saudi Arabia7.34
    Singapore7.27
    Ireland7.07
    Netherlands6.76
    Hong Kong6.46
    Indonesia5.97
    Sweden5.55
    Portugal5.41
    United Kingdom4.84
    Malaysia4.00
    Belgium3.61
    Canada3.36
    Kuwait3.19
    United States3.02
    Denmark2.92
    Mexico2.49
    Thailand2.30
    Egypt1.28
    Taiwan0.94
    Bangladesh0.57
    Norway0.02
    Japan-0.62
    Kenya-1.30
    Vietnam-3.55
    Korea (South)-8.17
    Switzerland-64.79

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

    CountryPEFy0PEFy12020Growth
    RUSSIA11.198.5146.38
    SWEDEN20.7922.8416.58
    THAILAND21.4921.6014.41
    PHILIPPINES32.7326.0912.75
    JAPAN21.6018.106.38
    TAIWAN23.5516.883.66
    SWITZERLAND0.000.001.38
    SOUTH KOREA15.4916.491.31
    NETHERLANDS16.0115.201.24
    CHINA19.9721.560.00
    SPAIN0.000.000.00
    HONG KONG19.5316.88-0.58
    UNITED STATES19.2117.03-1.13
    IRELAND0.0029.92-2.50
    FRANCE23.5224.71-2.64
    CANADA20.4017.15-3.05
    AUSTRALIA25.0827.65-3.91
    INDIA14.935.79-4.96
    MALAYSIA18.8816.92-5.01
    INDONESIA19.6618.43-6.51
    NORWAY23.1719.35-7.02
    MEXICO17.6513.15-7.74
    BRITAIN16.3912.56-12.44
    CHILE19.0418.69-12.71
    DENMARK22.7424.72-13.63
    GERMANY24.0523.37-19.46
    TURKEY15.5024.39-21.63
    BRAZIL16.7115.11-22.11
    SOUTH AFRICA14.9215.29-26.82
    BELGIUM17.1023.03-33.18
    UKRAINE1.542.40-43.93
    SINGAPORE0.000.00-85.52

    Emerging Markets Consumer Products
  • Conductive Polymers Market Foraying into Emerging Economies to ... Cole of Duty
  • Automated Test Equipment Market To Experience Significant Growth ... Cole of Duty
  • Anti-counterfeit Packaging in Consumer Goods Market Share, Size ... Cole of Duty
  • Latex Polymer Market 2020 Share, Size, Future Demand, Global ... Cole of Duty
  • Anti-ageing Products to See Surge in Demand, Drive Cosmetics ... PR Newswire UK /---/
    Emerging Markets Dist/Whsl - Consumer Staples
    /---/
    Emerging Markets Retail Staples
  • 2020 Growth: Online Apparel Market 2020 Development Status ... Owned
  • Coronavirus and stock markets – some things that caught our eye Hargreaves Lansdown
  • Reopening from the Great Lockdown: Uneven and Uncertain ... International Monetary Fund
  • Global Covid-19 impact on Online Retail Market Expected to Rise at A Higher CAGR Value, Driving Factors, Sales and Revenue, Analysis & Insights| Amazon.com, Macy's, Office Depot, Sears Holdings, Staples 3rd Watch News
  • Paul Harris' Top Picks: July 21, 2020 BNN /---/
    Emerging Market Mega Malls
  • Dubai Expatriates Race For New Jobs After Virus Layoffs Kashmir Observer
  • Cigarettes Market to Watch: Spotlight on ShuangXi, Lucky Strike ... Cole of Duty
  • Flavour Capsule Cigarette-Growing Popularity and Emerging ... Cole of Duty
  • Date palm investments in Jordan reach $500 million Arab News
  • Kids Underwear – Growing Popularity and Emerging Trends in the ... Owned /---/

    Valuation and Growth of Various Sectors in Consumer Staples

  • Sri Lankan shares fall on losses in consumer staple, industrial stocks Reuters
  • Sri Lankan shares end higher as financials, consumer staples gain Reuters
  • The new safe-haven investment: Coronavirus turned traditional advice on its head CNN
  • Get Your Fixed-Income Fix in Dividend Stocks, Bernstein Analysts Say Barron's
  • The new safe haven on Wall Street in pandemic new normal? Tech ... WRAL Tech Wire
  • Latest with 5 Consumer Staple Shares- BWX, AHY, SHV, FSF, RIC Kalkine Media
  • The 4 Best Consumer Staples Stocks Right Now Investorplace.com
  • 4 Top Stocks to Buy Ahead of Earnings Release Yahoo Finance
  • The new safe-haven investment: Coronavirus turned traditional ... WENY-TV
  • Consumer Staples & Discretionary - Lower trade margins, discounts ... Equity Bulls
  • Recession Investing: Consumer Staples Yahoo Finance
  • Buy 5 Top Consumer Staple Stocks to Minimize Portfolio Risks Yahoo Finance
  • Midday Market Update: U.S. Stocks Remain Pressured TheStreet
  • Consumer Sector Update for 07/22/2020: BBY,LAD,NKLA Nasdaq
  • Vanguard Consumer Staples ETF Experiences Big Outflow Nasdaq
  • Will fundamentals matter anytime soon? - Bruce Apted Livewire Markets
  • Is Global X SuperDividend U.S. ETF (DIV) a Strong ETF Right Now? Yahoo Finance
  • XLP: Performance And Valuation Review - July 2020 (NYSEARCA ... Seeking Alpha

    Link to Consumer Staples Macro Page

    Consumer Staples sector trades at 2020 simple average PE Fy1 of 21.0 x and 2021 PE Fy2 of 16.5 x

    Consumer Staples sector trades at 2020 simple average EV/EBITDA of 10.1 x and 2021 EV/EBITDA of 9.5 x

    In terms of Dividend yield Consumer Staples sector trades at 2020 Yield of 2.4 % and 2021 Dividend Yield of 2.5 %

    On ROE basis Consumer Staples sector trades at 2020 ROE of 10.7 % and 2021 ROE of 11.7 %

    Consumer Staples subindustries by 2020 EBITDA Margin %

    Industry2020 EBITDA Margin
    Tobacco34.6
    Household Products23.0
    Soft Drinks22.2
    Distillers & Vintners26.3
    Distributors - Consumer Staples15.3
    Personal Products17.5
    Brewers18.5
    Agricultural Products10.3
    Food Retail8.5
    Drug Retail6.9
    Food Distributors4.0
    Packaged Foods & Meats13.5
    Hypermarkets & Super Centers5.3

    Consumer Staples most profitable companies by 2020 EBITDA Margin %

    Industrycompany2020 EBITDA Margin
    TobaccoAltria Group Inc55.7
    TobaccoReynolds American Inc49.6
    TobaccoBritish American Tobacco PLC46.6
    TobaccoLorillard LLC45.2
    TobaccoSwedish Match AB43.0
    TobaccoPhilip Morris International Inc42.5
    TobaccoSouza Cruz SA38.6
    BrewersAmbev SA37.6
    TobaccoITC Ltd37.6
    Distillers & VintnersConstellation Brands Inc37.1
    BrewersAnheuser-Busch InBev SA/NV36.6
    Soft DrinksMonster Beverage Corp35.4
    Distillers & VintnersBrown-Forman Corp35.3
    Distillers & VintnersDiageo PLC32.9
    Soft DrinksCoca-Cola Co/The32.0

    Companies in Consumer Staples By Market Share %

    Countries Market Share in Consumer Staples %

    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...
    Loading graph...

    Largest Companies in Consumer Staples by Market Capitalisation mn$

    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    WMT USWal-Mart Stores IncUNITED STATESFood & Staples RetailingHypermarkets & Super Centers335529.8
    PG USProcter & Gamble Co/TheUNITED STATESHousehold & Personal ProductsHousehold Products301681.8
    KO USCoca-Cola Co/TheUNITED STATESFood Beverage & TobaccoSoft Drinks193227.2
    PEP USPepsiCo IncUNITED STATESFood Beverage & TobaccoSoft Drinks185175.8
    OR FPL'Oreal SAFRANCEHousehold & Personal ProductsPersonal Products181980.6
    ULVR LNUnilever PLCBRITAINHousehold & Personal ProductsPersonal Products140235.9
    UNA NAUnilever NVBRITAINHousehold & Personal ProductsPersonal Products140235.3
    COST USCostco Wholesale CorpUNITED STATESFood & Staples RetailingHypermarkets & Super Centers137636.2
    PM USPhilip Morris International IncUNITED STATESFood Beverage & TobaccoTobacco108765.5
    ABI BBAnheuser-Busch InBev SA/NVBELGIUMFood Beverage & TobaccoBrewers105642.4
    BATS LNBritish American Tobacco PLCBRITAINFood Beverage & TobaccoTobacco88440.3
    CVS USCVS Health CorpUNITED STATESFood & Staples RetailingDrug Retail83575.4
    DGE LNDiageo PLCBRITAINFood Beverage & TobaccoDistillers & Vintners79690.0
    MDLZ USMondelez International IncUNITED STATESFood Beverage & TobaccoPackaged Foods & Meats73514.4
    MO USAltria Group IncUNITED STATESFood Beverage & TobaccoTobacco72987.4
    EL USEstee Lauder Cos Inc/TheUNITED STATESHousehold & Personal ProductsPersonal Products68720.1
    HUVR INHindustan Unilever LtdINDIAHousehold & Personal ProductsHousehold Products67627.2
    CL USColgate-Palmolive CoUNITED STATESHousehold & Personal ProductsHousehold Products63066.2
    HEIA NAHeineken NVNETHERLANDSFood Beverage & TobaccoBrewers54261.6
    KMB USKimberly-Clark CorpUNITED STATESHousehold & Personal ProductsHousehold Products48698.2

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

    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAHousehold & Personal ProductsPersonal Products329245.7
    CHINAHousehold & Personal ProductsPersonal Products19893.6
    JAPANHousehold & Personal ProductsPersonal Products265068.0
    JAPANHousehold & Personal ProductsHousehold Products127590.7
    BRITAINHousehold & Personal ProductsPersonal Products3280471.3
    GERMANYHousehold & Personal ProductsPersonal Products127773.7
    UNITED STATESHousehold & Personal ProductsHousehold Products6463899.3
    INDIAHousehold & Personal ProductsPersonal Products220925.5
    UNITED STATESHousehold & Personal ProductsPersonal Products168720.1
    GERMANYHousehold & Personal ProductsHousehold Products277771.2
    INDIAHousehold & Personal ProductsHousehold Products167627.2
    MEXICOHousehold & Personal ProductsHousehold Products14988.3
    BRAZILHousehold & Personal ProductsPersonal Products10.0
    FRANCEHousehold & Personal ProductsPersonal Products1181980.6
    INDONESIAHousehold & Personal ProductsHousehold Products121003.0
    SOUTH KOREAFood Beverage & TobaccoDistillers & Vintners12678.9
    SOUTH KOREAFood Beverage & TobaccoPackaged Foods & Meats38116.1
    SOUTH KOREAFood Beverage & TobaccoTobacco19108.1
    UKRAINEFood Beverage & TobaccoAgricultural Products1855.7
    TAIWANFood Beverage & TobaccoPackaged Foods & Meats216169.1

    Top Companies Consumer Staples by Dividend Yield

    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    EXITO CBAlmacenes Exito SACOLOMBIAFood & Staples RetailingHypermarkets & Super Centers23.8
    MO USAltria Group IncUNITED STATESFood Beverage & TobaccoTobacco8.6
    ROTH MKBritish American Tobacco Malaysia BhdMALAYSIAFood Beverage & TobaccoTobacco8.4
    ANDINAB CIEmbotelladora Andina SACHILEFood Beverage & TobaccoSoft Drinks8.3
    MHPC LIMHP SAUKRAINEFood Beverage & TobaccoPackaged Foods & Meats8.2

    Cheapest Companies in Consumer Staples on FY1 PE

    TickerCompanyCountryIndustrySubIndustryPE_fy1
    0KE GRKernel Holding SAUKRAINEFood Beverage & TobaccoAgricultural Products7.2
    AGRO LIRos Agro PLCRUSSIAFood Beverage & TobaccoAgricultural Products7.5
    AGRO RMRos AgroRussiaDistributors - Consumer StaplesDistributors - Consumer Staples7.5
    WBA USWalgreens Boots Alliance IncUNITED STATESFood & Staples RetailingDrug Retail7.8
    097950 KSCJ CheilJedang CorpSOUTH KOREAFood Beverage & TobaccoPackaged Foods & Meats8.2