S&P 500 Industry Briefing: Consumer Staples Blue Angels

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S&P 0 Industry Briefing: Consumer Staples Blue Angels September 25, 2017 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at blog. thinking outside the box

Table Of Contents Table Of Contents 3-9 September 25, 2017 / S&P 0 Industry Briefing: Consumer Staples Blue Angels

770 670 570 Figure 1. S&P 0 CONSUMER STAPLES INDEX, FORWARD EARNINGS, & VALUATION Consumer Staples Index Daily: 770 670 570 470 Weekly: x17 470 370 370 270 270 170 170 70 70 15 Figure 2. S&P 0 AGRICULTURAL PRODUCTS INDEX, FORWARD EARNINGS, & VALUATION Agricultural Products Index x20 x15 15 Page 3 / September 25, 2017 / S&P 0 Industry Briefing: Consumer Staples Blue Angels

2 1700 1300 900 Figure 3. S&P 0 BREWERS INDEX, FORWARD EARNINGS, & VALUATION Brewers Index x17 2 1700 1300 900 0 0 800 Figure 4. S&P 0 DISTILLERS & VINTNERS INDEX, FORWARD EARNINGS, & VALUATION 800 0 Distillers & Vintners Index x17 0 1 2 3 4 5 6 7 8 9 2010 2011 2012 2013 2014 2015 2016 2017 2018 Page 4 / September 25, 2017 / S&P 0 Industry Briefing: Consumer Staples Blue Angels

30 24 Figure 5. S&P 0 DRUG RETAIL INDEX, FORWARD EARNINGS, & VALUATION x30 30 24 18 Drug Retail Index x20 18 800 0 Figure 6. S&P 0 FOOD DISTRIBUTORS INDEX, FORWARD EARNINGS, & VALUATION Food Distributors Index x17 800 0 Page 5 / September 25, 2017 / S&P 0 Industry Briefing: Consumer Staples Blue Angels

300 2 Figure 7. S&P 0 FOOD RETAIL INDEX, FORWARD EARNINGS, & VALUATION Food Retail Index x22 x15 300 2 1 1 x8 1070 870 670 470 Figure 8. S&P 0 HOUSEHOLD PRODUCTS INDEX, FORWARD EARNINGS, & VALUATION Household Products Index x30 x20 1070 870 670 470 270 270 70 70 Page 6 / September 25, 2017 / S&P 0 Industry Briefing: Consumer Staples Blue Angels

340 280 220 160 Figure 9. S&P 0 HYPERMARKETS & SUPER CENTERS INDEX, FORWARD EARNINGS, & VALUATION Hypermarkets & Super Centers Index x18 340 280 220 160 x12 40 3 4 5 6 7 8 9 2010 2011 2012 2013 2014 2015 2016 2017 2018 40 825 700 575 4 Figure 10. S&P 0 PACKAGED FOODS INDEX, FORWARD EARNINGS, & VALUATION Packaged Foods Index x18 825 700 575 4 325 x12 325 75 75 Page 7 / September 25, 2017 / S&P 0 Industry Briefing: Consumer Staples Blue Angels

10 Figure 11. S&P 0 PERSONAL PRODUCTS INDEX, FORWARD EARNINGS, & VALUATION 10 8 Personal Products Index x30 8 4 x20 4 2 2 10 8 4 Figure 12. S&P 0 SOFT DRINKS INDEX, FORWARD EARNINGS, & VALUATION Soft Drinks Index x40 x25 10 8 4 2 2 Page 8 / September 25, 2017 / S&P 0 Industry Briefing: Consumer Staples Blue Angels

20 1 8 Figure 13. S&P 0 TOBACCO INDEX, FORWARD EARNINGS, & VALUATION Tobacco Index x25 x15 20 1 8 4 4 x5 Page 9 / September 25, 2017 / S&P 0 Industry Briefing: Consumer Staples Blue Angels

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