Narrative Update • Jun 06

The Food industry has stayed flat over the last week. As for the the longer term, the industry is up 33% over the past 12 months. Earnings are forecast to grow by 27% annually.
Has the Canadian Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | CA$30.8b | CA$40.1b | CA$1.0b | 12.8x | 30x | 0.8x |
| Tue, 12 May 2026 | CA$30.5b | CA$41.7b | CA$1.1b | 12.3x | 28.8x | 0.7x |
| Thu, 09 Apr 2026 | CA$31.5b | CA$41.4b | CA$1.0b | 11x | 30.7x | 0.8x |
| Sat, 07 Mar 2026 | CA$32.2b | CA$41.3b | CA$1.1b | 12.8x | 30.4x | 0.8x |
| Mon, 02 Feb 2026 | CA$29.1b | CA$39.5b | CA$481.1m | 12.3x | 60.6x | 0.7x |
| Wed, 31 Dec 2025 | CA$28.8b | CA$39.5b | CA$480.9m | 12x | 59.9x | 0.7x |
| Fri, 28 Nov 2025 | CA$27.9b | CA$39.4b | CA$483.1m | 12.2x | 57.7x | 0.7x |
| Sun, 26 Oct 2025 | CA$26.2b | CA$38.9b | CA$457.0m | 12.1x | 57.2x | 0.7x |
| Tue, 23 Sep 2025 | CA$25.6b | CA$37.0b | CA$339.6m | 13.5x | 75.4x | 0.7x |
| Thu, 21 Aug 2025 | CA$25.4b | CA$37.0b | CA$319.6m | 18.5x | 79.5x | 0.7x |
| Sat, 19 Jul 2025 | CA$22.5b | CA$36.5b | CA$241.2m | 13.9x | 93.1x | 0.6x |
| Mon, 16 Jun 2025 | CA$21.2b | CA$36.5b | CA$242.2m | 12.3x | 87.4x | 0.6x |
| Wed, 14 May 2025 | CA$21.2b | CA$36.3b | CA$269.5m | 12.9x | 78.5x | 0.6x |
| Fri, 11 Apr 2025 | CA$19.9b | CA$35.8b | CA$274.4m | 12.3x | 72.4x | 0.6x |
| Sun, 09 Mar 2025 | CA$20.3b | CA$35.7b | CA$247.4m | 12.7x | 82.2x | 0.6x |
| Tue, 04 Feb 2025 | CA$19.3b | CA$34.9b | CA$577.4m | 23.9x | 33.4x | 0.6x |
| Thu, 02 Jan 2025 | CA$19.5b | CA$34.9b | CA$576.7m | 24.7x | 33.8x | 0.6x |
| Sat, 30 Nov 2024 | CA$20.2b | CA$34.8b | CA$576.1m | 35.2x | 35x | 0.6x |
| Mon, 28 Oct 2024 | CA$21.0b | CA$34.3b | CA$570.9m | 15.3x | 36.7x | 0.6x |
| Wed, 25 Sep 2024 | CA$22.0b | CA$34.2b | CA$565.8m | 15.9x | 38.9x | 0.6x |
| Fri, 23 Aug 2024 | CA$22.0b | CA$34.2b | CA$569.6m | 15x | 38.6x | 0.6x |
| Sun, 21 Jul 2024 | CA$23.2b | CA$33.8b | CA$493.3m | 11.9x | 47x | 0.7x |
| Tue, 18 Jun 2024 | CA$21.6b | CA$33.8b | CA$494.5m | 10.6x | 43.8x | 0.6x |
| Thu, 16 May 2024 | CA$21.3b | CA$33.8b | CA$555.5m | 10.9x | 38.3x | 0.6x |
| Sat, 13 Apr 2024 | CA$20.2b | CA$33.8b | CA$433.1m | 13x | 46.6x | 0.6x |
| Mon, 11 Mar 2024 | CA$20.6b | CA$33.8b | CA$431.7m | 13.4x | 47.7x | 0.6x |
| Wed, 07 Feb 2024 | CA$21.6b | CA$34.1b | CA$710.5m | 13.2x | 30.4x | 0.6x |
| Fri, 05 Jan 2024 | CA$20.7b | CA$34.1b | CA$662.4m | 15.1x | 31.3x | 0.6x |
| Sun, 03 Dec 2023 | CA$20.3b | CA$34.1b | CA$653.5m | 14.8x | 31.1x | 0.6x |
| Tue, 31 Oct 2023 | CA$21.2b | CA$34.3b | CA$348.8m | 24.9x | 60.6x | 0.6x |
| Thu, 28 Sep 2023 | CA$21.5b | CA$34.2b | CA$320.7m | 37x | 67x | 0.6x |
| Sat, 26 Aug 2023 | CA$22.7b | CA$34.2b | CA$318.0m | 29.9x | 71.5x | 0.7x |
| Mon, 24 Jul 2023 | CA$22.4b | CA$34.1b | CA$341.8m | 26.4x | 65.5x | 0.7x |
| Wed, 21 Jun 2023 | CA$22.7b | CA$34.1b | CA$354.2m | 25.9x | 64.2x | 0.7x |
64.2x
Which industries have driven the changes within the Canadian Consumer Staples industry?
| CA Market | 1.46% | |
| Consumer Staples | 0.35% | |
| Food | -0.62% | |
| Packaged Foods and Meats | -0.60% | |
| Agricultural Products | -11.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PBH Premium Brands Holdings | CA$88.12 | 2.8% +CA$127.0m | 10.6% | PE113.8x | |
| MFI Maple Leaf Foods | CA$30.83 | 0.5% +CA$19.9m | 10.6% | PE51.9x | |
| RSI Rogers Sugar | CA$6.93 | 2.1% +CA$18.0m | 23.1% | PE12.8x | |
| AGTF AGT Food and Ingredients | CA$17.56 | 0.6% +CA$7.4m | n/a | PS0.4x | |
| HLF High Liner Foods | CA$14.63 | 0.8% +CA$3.4m | -20.4% | PE10.1x |