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Consumer staples 2011-12: Which companies flourished and which floundered

Treasury Wines, whose Australia-New Zealand chief we profile today, led the pack of Standard & Poor’s consumer staples index in the 2011-12 financial year, a LeadingCompany analysis has found. The wine-maker’s shares jumped 27% in the 2011-12 financial year, which encompassed most of Treasury Wines’ first year of operations after its demerger with Fosters. We […]
Myriam Robin
Myriam Robin

Treasury Wines, whose Australia-New Zealand chief we profile today, led the pack of Standard & Poor’s consumer staples index in the 2011-12 financial year, a LeadingCompany analysis has found.

The wine-maker’s shares jumped 27% in the 2011-12 financial year, which encompassed most of Treasury Wines’ first year of operations after its demerger with Fosters.

We looked at the results two ways: share price growth, and total shareholder return (which is share price growth plus dividends).

Its consumer staples stablemates include supermarket giants Wesfarmers, Woolworths and Metcash, food company Goodman Fielder, grain company Graincorp and the local arm of Coca-Cola Amatil.

Most posted smaller gains in share price over the period, though Goodman Fielder’s share price halving over the year. The index as a whole rose 4% in terms of share price.

 

Share price gain

June 30 2011

June 29 2012

Percentage Change (100% = level)

Treasury Wine Estates

3.4

4.35

27.94%

Coca-Cola Amatil Ltd

11.42

13.38

17.16%

Graincorp Ltd A

8.3

9.5

14.46%

Wesfarmers Ltd

29.5

29.95

1.53%

Woolworths Ltd

27.75

26.8

-3.42%

Metcash Ltd

4.13

3.37

-18.94%

Goodman Fielder

1.06

0.55

-48.11%

Source: ASX, Yahoo Finance

 

Total shareholder returns (Metcash’s financial year ends in April, and thus its dividends apply to a slightly earlier period)

June 30 ’11

June 29 ’12

Dividend

TSR ($)

TSR(%)

Treasury Wine Estates

3.4

4.35

$0.12

$1.07

31.47

Coca-Cola Amatil Ltd

11.42

13.38

$0.55

$2.51

21.93

Graincorp Ltd A

8.3

9.5

$0.25

$1.45

17.47

Wesfarmers Ltd

29.5

29.95

$1.50

$1.95

6.61

Woolworths Ltd

27.75

26.8

$1.22

$0.27

0.97

Metcash Ltd*

4.13

3.37

$0.28

-$0.48

 (11.62)

Goodman Fielder

1.06

0.55

$0.08

-$0.44

(41.04)