S&P 0 Industry Briefing: Consumer Staples Blue Angels July 13, 2018 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box
Table Of Contents Table Of Contents Consumer Staples: Blue Angels 3-9 July 13, 2018 / S&P 0 Industry Briefing: Consumer Staples Blue Angels www.
820 670 Figure 1. S&P 0 CONSUMER STAPLES INDEX, FORWARD EARNINGS, & VALUATION Consumer Staples Index Daily: 820 670 520 Weekly: x17 520 370 370 220 220 70 70 15 12 9 6 Figure 2. S&P 0 AGRICULTURAL PRODUCTS INDEX, FORWARD EARNINGS, & VALUATION Agricultural Products Index x20 x15 15 12 9 6 3 3 Page 3 / July 13, 2018 / S&P 0 Industry Briefing: Consumer Staples Blue Angels www.
2100 1700 1300 900 Figure 3. S&P 0 BREWERS INDEX, FORWARD EARNINGS, & VALUATION Brewers Index x17 2100 1700 1300 900 0 0 100 100 1100 9 Figure 4. S&P 0 DISTILLERS & VINTNERS INDEX, FORWARD EARNINGS, & VALUATION 1100 9 800 6 Distillers & Vintners Index x17 800 6 0 0 3 3 200 200 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Page 4 / July 13, 2018 / S&P 0 Industry Briefing: Consumer Staples Blue Angels www.
30 24 Figure 5. S&P 0 DRUG RETAIL INDEX, FORWARD EARNINGS, & VALUATION x30 30 24 18 Drug Retail Index x20 18 12 12 6 6 12 10 8 6 Figure 6. S&P 0 FOOD DISTRIBUTORS INDEX, FORWARD EARNINGS, & VALUATION Food Distributors Index x17 12 10 8 6 4 4 2 2 Page 5 / July 13, 2018 / S&P 0 Industry Briefing: Consumer Staples Blue Angels www.
425 3 Figure 7. S&P 0 FOOD RETAIL INDEX, FORWARD EARNINGS, & VALUATION Food Retail Index x22 425 3 275 x15 275 200 200 125 x8 125 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 / July 13, 2018 / S&P 0 Industry Briefing: Consumer Staples Blue Angels www.
340 280 220 160 Figure 9. Consumer Staples: Blue Angels S&P 0 HYPERMARKETS & SUPER CENTERS INDEX, FORWARD EARNINGS, & VALUATION Hypermarkets & Super Centers Index x18 340 280 220 160 x12 100 100 40 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 40 975 825 675 525 Figure 10. S&P 0 PACKAGED FOODS INDEX, FORWARD EARNINGS, & VALUATION Packaged Foods Index x18 975 825 675 525 375 x12 375 225 225 75 75 Page 7 / July 13, 2018 / S&P 0 Industry Briefing: Consumer Staples Blue Angels www.
12 10 Figure 11. S&P 0 PERSONAL PRODUCTS INDEX, FORWARD EARNINGS, & VALUATION 12 10 8 6 4 Personal Products Index x30 x20 8 6 4 2 2 10 8 6 4 Figure 12. S&P 0 SOFT DRINKS INDEX, FORWARD EARNINGS, & VALUATION Soft Drinks Index x40 x25 10 8 6 4 2 2 Page 8 / July 13, 2018 / S&P 0 Industry Briefing: Consumer Staples Blue Angels www.
20 16 Figure 13. S&P 0 TOBACCO INDEX, FORWARD EARNINGS, & VALUATION x25 20 16 12 8 Tobacco Index x15 12 8 4 4 x5 Page 9 / July 13, 2018 / S&P 0 Industry Briefing: Consumer Staples Blue Angels www.
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