Narrative Update • May 23

In the last week, the Food industry is flat overall, with Nepra Foods standing out by going down 25%. The past year has been better, since the industry has gained 34% in that time. Looking forward, earnings are forecast to grow by 30% annually.
Has the Canadian Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 03 Jun 2026 | CA$31.0b | CA$41.5b | CA$981.0m | 12.4x | 31.6x | 0.7x |
| Fri, 01 May 2026 | CA$29.9b | CA$41.4b | CA$1.0b | 10.9x | 29.1x | 0.7x |
| Sun, 29 Mar 2026 | CA$31.0b | CA$41.4b | CA$1.0b | 11.1x | 30.1x | 0.7x |
| Tue, 24 Feb 2026 | CA$30.4b | CA$39.2b | CA$1.2b | 12.9x | 24.3x | 0.8x |
| Thu, 22 Jan 2026 | CA$29.8b | CA$39.5b | CA$481.3m | 12.4x | 61.9x | 0.8x |
| Sat, 20 Dec 2025 | CA$28.9b | CA$39.5b | CA$479.0m | 12x | 60.4x | 0.7x |
| Mon, 17 Nov 2025 | CA$26.6b | CA$39.4b | CA$499.9m | 12.2x | 53.3x | 0.7x |
| Wed, 15 Oct 2025 | CA$25.6b | CA$38.9b | CA$457.1m | 12.1x | 55.9x | 0.7x |
| Fri, 12 Sep 2025 | CA$26.0b | CA$37.0b | CA$337.4m | 12.9x | 77.1x | 0.7x |
| Sun, 10 Aug 2025 | CA$24.5b | CA$37.0b | CA$308.0m | 17.9x | 79.6x | 0.7x |
| Tue, 08 Jul 2025 | CA$21.9b | CA$36.5b | CA$240.9m | 14.2x | 91x | 0.6x |
| Thu, 05 Jun 2025 | CA$21.3b | CA$36.3b | CA$273.8m | 12.2x | 77.8x | 0.6x |
| Sat, 03 May 2025 | CA$20.3b | CA$35.8b | CA$274.2m | 15.5x | 74x | 0.6x |
| Mon, 31 Mar 2025 | CA$20.1b | CA$35.9b | CA$275.0m | 12.7x | 73x | 0.6x |
| Wed, 26 Feb 2025 | CA$20.1b | CA$35.6b | CA$246.7m | 12.6x | 81.7x | 0.6x |
| Fri, 24 Jan 2025 | CA$19.0b | CA$34.9b | CA$576.7m | 24.9x | 32.9x | 0.5x |
| Sun, 22 Dec 2024 | CA$19.6b | CA$34.9b | CA$573.4m | 35.4x | 34.1x | 0.6x |
| Tue, 19 Nov 2024 | CA$20.3b | CA$34.8b | CA$568.9m | 25.9x | 35.7x | 0.6x |
| Thu, 17 Oct 2024 | CA$21.5b | CA$34.3b | CA$569.3m | 15.6x | 37.7x | 0.6x |
| Sat, 14 Sep 2024 | CA$22.1b | CA$34.2b | CA$567.6m | 15.6x | 39x | 0.6x |
| Mon, 12 Aug 2024 | CA$22.2b | CA$34.2b | CA$568.2m | 15.2x | 39.1x | 0.6x |
| Wed, 10 Jul 2024 | CA$22.5b | CA$33.8b | CA$493.0m | 10.9x | 45.6x | 0.7x |
| Fri, 07 Jun 2024 | CA$21.2b | CA$33.8b | CA$558.4m | 10.4x | 37.9x | 0.6x |
| Sun, 05 May 2024 | CA$20.4b | CA$33.8b | CA$545.9m | 11.1x | 37.4x | 0.6x |
| Tue, 02 Apr 2024 | CA$20.4b | CA$33.8b | CA$432.2m | 13.3x | 47.1x | 0.6x |
| Thu, 29 Feb 2024 | CA$21.1b | CA$33.8b | CA$432.7m | 13.5x | 48.7x | 0.6x |
| Sat, 27 Jan 2024 | CA$21.7b | CA$34.1b | CA$677.5m | 15.7x | 32x | 0.6x |
| Mon, 25 Dec 2023 | CA$20.6b | CA$34.1b | CA$662.3m | 14.9x | 31.1x | 0.6x |
| Wed, 22 Nov 2023 | CA$20.9b | CA$34.1b | CA$593.0m | 17.9x | 35.3x | 0.6x |
| Fri, 20 Oct 2023 | CA$20.8b | CA$34.3b | CA$348.6m | 27.2x | 59.5x | 0.6x |
| Sun, 17 Sep 2023 | CA$22.5b | CA$34.2b | CA$319.2m | 40.6x | 70.6x | 0.7x |
| Tue, 15 Aug 2023 | CA$22.7b | CA$34.2b | CA$308.4m | 18.9x | 73.6x | 0.7x |
| Thu, 13 Jul 2023 | CA$22.1b | CA$34.1b | CA$341.7m | 26.3x | 64.7x | 0.6x |
| Sat, 10 Jun 2023 | CA$23.0b | CA$34.1b | CA$354.7m | 26x | 65x | 0.7x |
65x
Which industries have driven the changes within the Canadian Consumer Staples industry?
| CA Market | 1.07% | |
| Consumer Staples | 1.80% | |
| Food | 1.91% | |
| Packaged Foods and Meats | 1.91% | |
| Agricultural Products | 0.47% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SAP Saputo | CA$42.36 | 2.8% +CA$457.3m | 58.7% | PE26.4x | |
| MFI Maple Leaf Foods | CA$29.74 | 2.1% +CA$74.7m | 7.1% | PE50x | |
| LAS.A Lassonde Industries | CA$221.00 | 1.8% +CA$27.1m | 1.8% | PE9.3x | |
| AGTF AGT Food and Ingredients | CA$17.00 | 2.3% +CA$26.4m | n/a | PS0.4x | |
| CPKR Canada Packers | CA$19.16 | 2.8% +CA$15.4m | n/a | PE4.9x |