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

03 December 2012 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)