Narrative Update • Jun 23

The Packaged Foods and Meats industry is up 1.4% in the last week, with Saputo up 2.7%. This takes the industry's 12 month performance to a gain of 32%. As for the next few years, earnings are expected to grow by 23% per annum.
Has the Canadian Packaged Foods and Meats Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | CA$30.8b | CA$40.0b | CA$1.0b | 17.7x | 30x | 0.8x |
| Mon, 25 May 2026 | CA$30.6b | CA$41.4b | CA$984.0m | 17.7x | 31.1x | 0.7x |
| Wed, 22 Apr 2026 | CA$29.3b | CA$41.2b | CA$1.0b | 17.4x | 28.5x | 0.7x |
| Fri, 20 Mar 2026 | CA$31.6b | CA$41.2b | CA$1.0b | 19.4x | 31.4x | 0.8x |
| Sun, 15 Feb 2026 | CA$30.5b | CA$39.1b | CA$1.2b | 15.3x | 24.5x | 0.8x |
| Tue, 13 Jan 2026 | CA$29.3b | CA$39.3b | CA$479.1m | 12.2x | 61.2x | 0.7x |
| Thu, 11 Dec 2025 | CA$28.0b | CA$39.3b | CA$476.9m | 12.3x | 58.7x | 0.7x |
| Sat, 08 Nov 2025 | CA$25.1b | CA$38.8b | CA$515.5m | 12.7x | 48.8x | 0.6x |
| Mon, 06 Oct 2025 | CA$25.8b | CA$37.0b | CA$326.5m | 17.3x | 79.2x | 0.7x |
| Wed, 03 Sep 2025 | CA$26.0b | CA$36.9b | CA$343.4m | 23.4x | 75.6x | 0.7x |
| Fri, 01 Aug 2025 | CA$22.6b | CA$36.4b | CA$244.1m | 15.6x | 92.6x | 0.6x |
| Sun, 29 Jun 2025 | CA$21.5b | CA$36.3b | CA$244.9m | 12.7x | 87.6x | 0.6x |
| Tue, 27 May 2025 | CA$21.0b | CA$36.1b | CA$279.6m | 12.9x | 75x | 0.6x |
| Thu, 24 Apr 2025 | CA$20.6b | CA$35.7b | CA$276.9m | 18.7x | 74.4x | 0.6x |
| Sat, 22 Mar 2025 | CA$20.2b | CA$35.6b | CA$272.4m | 19.1x | 74.1x | 0.6x |
| Mon, 17 Feb 2025 | CA$19.2b | CA$35.4b | CA$186.0m | 23.6x | 103.4x | 0.5x |
| Wed, 15 Jan 2025 | CA$18.8b | CA$33.5b | CA$525.4m | 38.3x | 35.7x | 0.6x |
| Fri, 13 Dec 2024 | CA$20.3b | CA$34.7b | CA$575.1m | 41.3x | 35.3x | 0.6x |
| Sun, 10 Nov 2024 | CA$20.2b | CA$34.6b | CA$552.2m | 34.3x | 36.6x | 0.6x |
| Tue, 08 Oct 2024 | CA$21.6b | CA$34.1b | CA$569.1m | 36.5x | 38x | 0.6x |
| Thu, 05 Sep 2024 | CA$21.7b | CA$34.1b | CA$569.7m | 34x | 38x | 0.6x |
| Sat, 03 Aug 2024 | CA$23.1b | CA$33.6b | CA$500.5m | 13.6x | 46.3x | 0.7x |
| Mon, 01 Jul 2024 | CA$22.5b | CA$33.7b | CA$492.4m | 13.3x | 45.7x | 0.7x |
| Wed, 29 May 2024 | CA$21.1b | CA$33.6b | CA$560.0m | 13.6x | 37.6x | 0.6x |
| Fri, 26 Apr 2024 | CA$20.3b | CA$33.6b | CA$435.8m | 13.1x | 46.6x | 0.6x |
| Sun, 24 Mar 2024 | CA$20.1b | CA$33.6b | CA$431.4m | 13.6x | 46.7x | 0.6x |
| Tue, 20 Feb 2024 | CA$21.5b | CA$33.7b | CA$409.6m | 13.8x | 52.4x | 0.6x |
| Thu, 18 Jan 2024 | CA$21.3b | CA$34.0b | CA$680.2m | 15.6x | 31.4x | 0.6x |
| Sat, 16 Dec 2023 | CA$20.6b | CA$34.0b | CA$654.5m | 14.9x | 31.5x | 0.6x |
| Mon, 13 Nov 2023 | CA$20.9b | CA$34.0b | CA$585.9m | 18.2x | 35.7x | 0.6x |
| Wed, 11 Oct 2023 | CA$21.4b | CA$34.1b | CA$350.4m | 19.2x | 61.2x | 0.6x |
| Fri, 08 Sep 2023 | CA$22.4b | CA$34.1b | CA$325.0m | 29.6x | 69x | 0.7x |
| Sun, 06 Aug 2023 | CA$22.7b | CA$34.0b | CA$347.3m | 26.5x | 65.4x | 0.7x |
| Tue, 04 Jul 2023 | CA$22.5b | CA$33.9b | CA$363.1m | 26.3x | 61.9x | 0.7x |
61.9x
How does Canadian Packaged Foods and Meats compare with similar industries?
| CA Market | -0.37% | |
| Consumer Staples | 5.70% | |
| Food | 1.53% | |
| Packaged Foods and Meats | 1.52% | |
| Agricultural Products | 5.09% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SAP Saputo | CA$42.44 | 2.7% +CA$452.5m | 55.9% | PE24.6x | |
| PBH Premium Brands Holdings | CA$86.76 | 1.2% +CA$54.6m | 7.6% | PE112x | |
| CPKR Canada Packers | CA$19.16 | 4.1% +CA$22.6m | n/a | PE4.9x | |
| BOIL Beyond Oil | CA$2.40 | 10.1% +CA$17.8m | -21.3% | PS28.9x | |
| SWP Swiss Water Decaffeinated Coffee | CA$5.75 | 2.7% +CA$1.4m | 76.9% | PE22.7x |