Narrative Update • May 23

The Food industry has been flat over the last week, but Nepra Foods has lost 39%. As for the the longer term, the industry is up 34% over the past 12 months. As for the next few years, earnings are expected to grow by 30% per annum.
Has the Canadian Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | CA$31.0b | CA$41.5b | CA$980.9m | 12.4x | 31.6x | 0.7x |
| Thu, 30 Apr 2026 | CA$29.9b | CA$41.4b | CA$1.0b | 10.8x | 29.1x | 0.7x |
| Sat, 28 Mar 2026 | CA$30.8b | CA$41.4b | CA$1.0b | 12.7x | 30.7x | 0.7x |
| Mon, 23 Feb 2026 | CA$30.4b | CA$39.2b | CA$1.2b | 12.8x | 24.3x | 0.8x |
| Wed, 21 Jan 2026 | CA$29.8b | CA$39.5b | CA$481.3m | 12.3x | 61.8x | 0.8x |
| Fri, 19 Dec 2025 | CA$28.7b | CA$39.5b | CA$479.0m | 12.1x | 59.9x | 0.7x |
| Sun, 16 Nov 2025 | CA$26.6b | CA$39.4b | CA$499.9m | 12.2x | 53.3x | 0.7x |
| Tue, 14 Oct 2025 | CA$25.6b | CA$38.9b | CA$456.9m | 12x | 55.9x | 0.7x |
| Thu, 11 Sep 2025 | CA$25.8b | CA$37.0b | CA$337.6m | 12.8x | 76.5x | 0.7x |
| Sat, 09 Aug 2025 | CA$23.2b | CA$36.8b | CA$322.0m | 17.9x | 72.1x | 0.6x |
| Mon, 07 Jul 2025 | CA$21.9b | CA$36.5b | CA$240.6m | 14.4x | 91.1x | 0.6x |
| Wed, 04 Jun 2025 | CA$21.2b | CA$36.3b | CA$274.0m | 12.3x | 77.5x | 0.6x |
| Fri, 02 May 2025 | CA$21.0b | CA$35.8b | CA$274.4m | 15.7x | 76.4x | 0.6x |
| Sun, 30 Mar 2025 | CA$20.1b | CA$35.9b | CA$275.0m | 12.7x | 73x | 0.6x |
| Tue, 25 Feb 2025 | CA$19.9b | CA$35.6b | CA$183.6m | 12.8x | 108.3x | 0.6x |
| Thu, 23 Jan 2025 | CA$18.9b | CA$34.9b | CA$576.8m | 24.8x | 32.8x | 0.5x |
| Sat, 21 Dec 2024 | CA$19.5b | CA$34.9b | CA$573.4m | 35.4x | 34.1x | 0.6x |
| Mon, 18 Nov 2024 | CA$20.3b | CA$34.8b | CA$568.9m | 25.7x | 35.7x | 0.6x |
| Wed, 16 Oct 2024 | CA$21.4b | CA$34.3b | CA$569.5m | 15.6x | 37.6x | 0.6x |
| Fri, 13 Sep 2024 | CA$21.9b | CA$34.2b | CA$567.5m | 15.4x | 38.6x | 0.6x |
| Sun, 11 Aug 2024 | CA$22.2b | CA$34.2b | CA$568.2m | 15.2x | 39.1x | 0.6x |
| Tue, 09 Jul 2024 | CA$22.6b | CA$33.8b | CA$493.0m | 11x | 45.9x | 0.7x |
| Thu, 06 Jun 2024 | CA$21.2b | CA$33.8b | CA$558.4m | 10.3x | 37.9x | 0.6x |
| Sat, 04 May 2024 | CA$20.4b | CA$33.8b | CA$545.9m | 11.1x | 37.4x | 0.6x |
| Mon, 01 Apr 2024 | CA$20.4b | CA$33.8b | CA$432.1m | 13.4x | 47.1x | 0.6x |
| Wed, 28 Feb 2024 | CA$21.0b | CA$33.8b | CA$432.6m | 13.5x | 48.5x | 0.6x |
| Fri, 26 Jan 2024 | CA$21.6b | CA$34.1b | CA$677.6m | 15.7x | 31.9x | 0.6x |
| Sun, 24 Dec 2023 | CA$20.6b | CA$34.1b | CA$662.3m | 14.9x | 31.1x | 0.6x |
| Tue, 21 Nov 2023 | CA$20.9b | CA$34.1b | CA$592.9m | 18x | 35.3x | 0.6x |
| Thu, 19 Oct 2023 | CA$21.0b | CA$34.3b | CA$348.7m | 27.5x | 60.2x | 0.6x |
| Sat, 16 Sep 2023 | CA$22.4b | CA$34.2b | CA$319.1m | 40.5x | 70.1x | 0.7x |
| Mon, 14 Aug 2023 | CA$23.0b | CA$34.1b | CA$337.8m | 19.2x | 68.2x | 0.7x |
| Wed, 12 Jul 2023 | CA$21.9b | CA$34.1b | CA$341.8m | 25.9x | 64.2x | 0.6x |
| Fri, 09 Jun 2023 | CA$24.8b | CA$33.6b | CA$232.7m | 30.5x | 106.5x | 0.7x |
106.5x
Which industries have driven the changes within the Canadian Consumer Staples industry?
| CA Market | -0.35% | |
| Consumer Staples | -0.31% | |
| Food | 0.60% | |
| Agricultural Products | 6.54% | |
| Packaged Foods and Meats | 0.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SAP Saputo | CA$42.19 | 0.8% +CA$96.7m | 57.4% | PE26.3x | |
| MFI Maple Leaf Foods | CA$29.79 | 1.2% +CA$45.3m | 9.0% | PE50.1x | |
| PBH Premium Brands Holdings | CA$92.00 | 0.8% +CA$39.6m | 13.3% | PE118.8x | |
| AGTF AGT Food and Ingredients | CA$17.21 | 1.2% +CA$14.2m | n/a | PS0.4x | |
| CPKR Canada Packers | CA$19.18 | 2.0% +CA$11.0m | n/a | PE4.9x |