Narrative Update • May 21

The Food industry is up 3.6% in the last week, with Saputo up 4.9%. During this same period, the Beyond Oil underperformed, falling 7.7%. This means that the industry has gained 33% over the past year. Looking forward, earnings are forecast to grow by 32% annually.
Has the Canadian Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 23 May 2026 | CA$30.7b | CA$41.5b | CA$982.7m | 12.4x | 31.2x | 0.7x |
| Mon, 20 Apr 2026 | CA$29.3b | CA$41.4b | CA$1.0b | 10.7x | 28.5x | 0.7x |
| Wed, 18 Mar 2026 | CA$32.0b | CA$41.3b | CA$1.1b | 12.4x | 30.3x | 0.8x |
| Fri, 13 Feb 2026 | CA$30.2b | CA$39.2b | CA$1.2b | 12.7x | 24.2x | 0.8x |
| Sun, 11 Jan 2026 | CA$29.3b | CA$39.5b | CA$481.4m | 12x | 60.9x | 0.7x |
| Tue, 09 Dec 2025 | CA$27.8b | CA$39.5b | CA$479.1m | 11.9x | 57.9x | 0.7x |
| Thu, 06 Nov 2025 | CA$25.5b | CA$38.9b | CA$457.2m | 12x | 55.7x | 0.7x |
| Sat, 04 Oct 2025 | CA$25.8b | CA$37.1b | CA$329.3m | 12.8x | 78.3x | 0.7x |
| Mon, 01 Sep 2025 | CA$26.0b | CA$37.0b | CA$341.8m | 18.6x | 76x | 0.7x |
| Wed, 30 Jul 2025 | CA$22.7b | CA$36.5b | CA$241.4m | 13.8x | 93.9x | 0.6x |
| Fri, 27 Jun 2025 | CA$21.4b | CA$36.5b | CA$242.4m | 12.2x | 88.5x | 0.6x |
| Sun, 25 May 2025 | CA$21.0b | CA$36.3b | CA$275.9m | 12.3x | 76.2x | 0.6x |
| Tue, 22 Apr 2025 | CA$20.6b | CA$35.8b | CA$273.6m | 12.9x | 75.4x | 0.6x |
| Thu, 20 Mar 2025 | CA$20.3b | CA$35.7b | CA$247.1m | 12.7x | 82.2x | 0.6x |
| Sat, 15 Feb 2025 | CA$19.2b | CA$35.6b | CA$183.1m | 12.6x | 104.9x | 0.5x |
| Mon, 13 Jan 2025 | CA$19.0b | CA$33.6b | CA$523.3m | 35x | 36.2x | 0.6x |
| Wed, 11 Dec 2024 | CA$20.7b | CA$34.8b | CA$572.3m | 36.4x | 36.1x | 0.6x |
| Fri, 08 Nov 2024 | CA$20.2b | CA$34.3b | CA$556.2m | 15.4x | 36.4x | 0.6x |
| Sun, 06 Oct 2024 | CA$21.7b | CA$34.2b | CA$566.4m | 15.4x | 38.3x | 0.6x |
| Tue, 03 Sep 2024 | CA$22.0b | CA$34.2b | CA$569.9m | 14.9x | 38.5x | 0.6x |
| Thu, 01 Aug 2024 | CA$23.2b | CA$33.8b | CA$500.0m | 10.9x | 46.5x | 0.7x |
| Sat, 29 Jun 2024 | CA$22.7b | CA$33.8b | CA$494.5m | 11.2x | 46x | 0.7x |
| Mon, 27 May 2024 | CA$21.2b | CA$33.8b | CA$557.0m | 10.5x | 38x | 0.6x |
| Wed, 24 Apr 2024 | CA$20.7b | CA$33.8b | CA$435.8m | 11.2x | 47.4x | 0.6x |
| Fri, 22 Mar 2024 | CA$20.3b | CA$33.7b | CA$417.7m | 13.7x | 48.7x | 0.6x |
| Sun, 18 Feb 2024 | CA$21.5b | CA$33.8b | CA$406.7m | 13.8x | 52.9x | 0.6x |
| Tue, 16 Jan 2024 | CA$21.2b | CA$34.1b | CA$677.5m | 15.4x | 31.4x | 0.6x |
| Thu, 14 Dec 2023 | CA$20.2b | CA$34.1b | CA$653.5m | 14.7x | 31x | 0.6x |
| Sat, 11 Nov 2023 | CA$21.8b | CA$34.1b | CA$583.9m | 27.1x | 37.3x | 0.6x |
| Mon, 09 Oct 2023 | CA$21.5b | CA$34.2b | CA$348.5m | 27.9x | 61.7x | 0.6x |
| Wed, 06 Sep 2023 | CA$22.7b | CA$34.2b | CA$321.4m | 40.4x | 70.6x | 0.7x |
| Fri, 04 Aug 2023 | CA$22.4b | CA$34.1b | CA$344.1m | 26.3x | 65x | 0.7x |
| Sun, 02 Jul 2023 | CA$22.5b | CA$34.1b | CA$359.9m | 26.3x | 62.6x | 0.7x |
| Tue, 30 May 2023 | CA$24.8b | CA$33.6b | CA$228.9m | 29.9x | 108.6x | 0.7x |
108.6x
Which industries have driven the changes within the Canadian Consumer Staples industry?
| CA Market | 1.53% | |
| Consumer Staples | 1.22% | |
| Food | 4.04% | |
| Packaged Foods and Meats | 4.07% | |
| Agricultural Products | -9.94% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SAP Saputo | CA$41.61 | 4.9% +CA$780.2m | 58.5% | PE26x | |
| PBH Premium Brands Holdings | CA$90.33 | 4.2% +CA$188.9m | 12.2% | PE116.6x | |
| MFI Maple Leaf Foods | CA$29.37 | 4.9% +CA$170.5m | 8.4% | PE49.4x | |
| LAS.A Lassonde Industries | CA$220.98 | 1.5% +CA$22.0m | -0.1% | PE9.3x | |
| CPKR Canada Packers | CA$18.70 | 4.1% +CA$22.0m | n/a | PE4.8x |