德意志银行Numis消费者必需品行业估值表、关键绩效指标、价格表现及事件日历

Absolute & relative weekly share price performance (%)Absolute weekly share price performance6%5%4%3%3%2%2%2%1%1%1%1%0%0%0%70%-2%e1%Cs微-4%信-6%BATSGCCGNSCCEPULVRNICIHLNZCRelative weekly share price performance to FTSE All Share Index (GBP)4%3%2%2%1%1%1%0%0%-2%1%1%-1%-1%2%2%4%-6%-8%GCCIMBGNSCCEP*ULVRNICIHL* Deutsche Bank and/or its affiliate(s) act as a corporate broker to this company: prices as of close on 10th JulyDeutsche Bank Group. Deutsche Numis Absolute & relative YTD share price performance (%)Absolute YTD share price performance60%46%41%40%35%33%20%19%17%15%14%14%8%6%4%0%-20%-40%-60%CCHIMBCCEPCWKPFDRelative YTD share price performance to FTSE All Share Index (GBP)60%40%37%32%26%24%20%10%8%5%5%5%0%-1%-3%-5%-20%-40%-60%-80%IMBNICIBAGRKTCWIPFDGCCFDeutsche Bank Group. Deutsche Numis Mid-cap sector valuation sheetMid-cap staples valuation sheet - calendarisedDeutsche BankTargets and Recomnnendation10/07/2025PriceUpside/CompanyTickerDownsideAG Barr PLCBAG.LApplied Nutrition*APNA.LC&C Group*GCC.LanswickPLCFevertree DrinksFEVR,L-11%Genus PLC.GNS.L21752250Glanbia PLCGL9.115Hiton Foods PLC*HFG.L843110531%Nichols PLCNICL.LPremier FoodsPz Cussons76Tate & LyleTreatt PLCTET.L248245-1%FTSE All ShareP/E (x)CompanyTicker20242025E2026EAG Barr PLCBAG.LApplied Nutrition*APNA.LCaC Group'GCC.L142Cranswick PLCCWK.L17.5Fevertree DrinksFEVR.L32.6Genus PLC.GNS.L28.524.724.4GL9.11311.1Glanbia PLCHiton Foods PLC*HFG.LNichols PLCPremier FoodsPZ CussonsPZC-L.139Tate & LyleTATE.L11.4Treatt PLCTET.L20.017.412.3Consumer Staples17.616.815.7Deutsche Bank Group. Deutsche Numis Mid-Cap Staples ValuationsTotalReturnRating15%Hold2%BuyBuy%SBuyHoldMid-Cap Staples Valuations202412.411.49.9 Larqe cap sector valuation sheetLarge-cap staples valuation sheet - calendarised10/07/2025PriceUpside/CompanyDownsideCoca-Cola Europacific Partners*CCEP.OQ%ELCoca-Cola HellenicDiageo*DGE.LBeveragesBritish American TobaccoBATS.L32902%Imperial BrandsIMB.LTobaccoAB FoodsABFL205122208%Kerry GroupKYGa.9111021%FoodUnilever PlcULVR.LHPCFTSE AlI ShareP/E (x)CompanyTicker20242026ECoca-Cola Europacific Partners*CCEP.0Q20.719.517.8Coca- Cola HellenicCCH.L17.916.1Diageo*DGE.L16.718Beverages6'LLBritish American TobaccoBATS.L10.911.410.7Imperial BrandsIMB.L102TobaccoAB FoodsABF.L10.411.810.5Kerry GroupKYGa.I19.518.612Food14.715.0HaleonHLN.LReckittRKT.LUnilever PlcULVR.LHPCFTSE AII Share181581.8Consumer Staples - ex TobaccoDeutsche Bank Group. Deutsche Numis UK Large-capTotal52 weekHigh - LowRatingBuy84 - 664068 -2563Hold2677 -182118%BLY3713 -24503180 - 204311%PIOH2511 - 181922%Buy104 -77419 - 3305418 - 4034Buy5034 - 4311UK Large-cap Staples ValuationsEV/EBITDA (x)20242025E13.511.314.912.8118 European Staples Financial CalendarKey events in the next two weeksDate17-Jul17-Jul22-Jul22-JulLindt & Sprungli24-Jul24-Jul24-JulDeutsche BankGroup.DeutscheNumis Appendix 1Important Disclosures*Other information available upon request*Prices are current as of the end of the previous trading session unless otherwise indicated and are sourced from local exchanges via Reuters, Bloomberg andother vendors. Other information is sourced from Deutsche Bank, subject companies, and other sources. For disclosures pertaining to recommendations orestimates made on securities other than the primary subject of this research, please see the most recently published company report or visit our globaldisclosure look-up page on our website at https://research.db.com/Research/Disclosures/EquityResearchDisclosures . Aside from within this report, importantrisk and conflict disclosures can also be found at https://research.db.com/Research/Disclosures/Disclaimer . Investors are strongly encouraged to review thisinformation before investing.Analyst CertificationThe views expressed in this report accurately reflect the personal views of the undersigned lead analyst about the subject issuers and the securitiesof those issuers. In addition, the undersigned lead analyst has not and will not receive any compensation for providing a specific recommendationor view in this report. Damian McNeela, Deirdre Mullaney.Deutsche Bank Group. Deutsche Numis Derivative transactions involve numerous risks including market, counterparty default and illiquidity risk. The appropriateness of these products for use by investors depends on the investors' owncircumstances, including their tax position, their regulatory environment and the nature of their other assets and liabilities; as such, investors should take expert legal and financial advice beforeentering into any transaction similar to or inspired by the contents of this publication. The risk of loss in futures trading and options, foreign or domestic, can be substantial. As a result of the highdegree of leverage obtainable in futurandopticamount of funds initiallydepositeds. Trading inoptions involves risk and is notsuitableforall investors.selling an option,investors mustreview the"Characteristics and Risks of Standardized Options",athttps://www.theocc.com/compaIf