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U.S. Food and Staples Retail Industry Analysis

UpdatedApr 15, 2026
DataAggregated Company Financials
Companies62
  • 7D-0.08%
  • 3M2.8%
  • 1Y19.4%
  • YTD10.6%

Over the last 7 days, the Food and Staples Retail industry has remained flat, although notably Costco Wholesale declined by 3.8%. The past year has been better, since the industry has gained 19% in that time. Looking forward, earnings are forecast to grow by 8.8% annually.

Industry Valuation and Performance

Has the U.S. Food and Staples Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$1.7tUS$1.7tUS$43.8b18.2x39.4x1x
Sat, 14 Mar 2026US$1.8tUS$1.7tUS$43.7b21x40.1x1x
Mon, 09 Feb 2026US$1.8tUS$1.7tUS$44.3b22.8x40.8x1.1x
Wed, 07 Jan 2026US$1.6tUS$1.7tUS$44.4b23.1x35.5x0.9x
Fri, 05 Dec 2025US$1.6tUS$1.7tUS$46.0b20.7x34.8x0.9x
Sun, 02 Nov 2025US$1.5tUS$1.7tUS$44.5b19.6x33.3x0.9x
Tue, 30 Sep 2025US$1.5tUS$1.7tUS$44.6b20.5x33.9x0.9x
Thu, 28 Aug 2025US$1.5tUS$1.8tUS$37.8b21.4x39.6x0.8x
Sat, 26 Jul 2025US$1.5tUS$1.8tUS$35.5b22.2x42.4x0.8x
Mon, 23 Jun 2025US$1.5tUS$1.8tUS$36.1b21.4x41.8x0.8x
Wed, 21 May 2025US$1.5tUS$1.8tUS$35.4b22.9x43.7x0.9x
Fri, 18 Apr 2025US$1.4tUS$1.8tUS$36.0b25.1x40.2x0.8x
Sun, 16 Mar 2025US$1.4tUS$1.8tUS$30.9b24.5x44.2x0.8x
Tue, 11 Feb 2025US$1.6tUS$1.8tUS$31.8b27.4x49.8x0.9x
Thu, 09 Jan 2025US$1.4tUS$1.8tUS$32.0b26.2x44.9x0.8x
Sat, 07 Dec 2024US$1.5tUS$1.8tUS$31.8b26.1x47.3x0.8x
Mon, 04 Nov 2024US$1.3tUS$1.8tUS$26.0b20.8x51.9x0.8x
Wed, 02 Oct 2024US$1.3tUS$1.8tUS$28.8b22x46.5x0.8x
Fri, 30 Aug 2024US$1.3tUS$1.8tUS$28.1b20.8x46.5x0.7x
Sun, 28 Jul 2024US$1.2tUS$1.8tUS$31.6b21.6x39x0.7x
Tue, 25 Jun 2024US$1.2tUS$1.8tUS$31.2b21.5x39.2x0.7x
Thu, 23 May 2024US$1.2tUS$1.8tUS$31.0b21.2x38.4x0.7x
Sat, 20 Apr 2024US$1.1tUS$1.7tUS$27.3b18.8x40.5x0.6x
Mon, 18 Mar 2024US$1.1tUS$1.7tUS$34.1b19.3x33.3x0.7x
Wed, 14 Feb 2024US$1.1tUS$1.7tUS$36.2b20.8x29.6x0.6x
Fri, 12 Jan 2024US$1.0tUS$1.7tUS$35.7b20x28.9x0.6x
Sun, 10 Dec 2023US$964.5bUS$1.7tUS$31.6b19.4x30.5x0.6x
Tue, 07 Nov 2023US$960.5bUS$1.7tUS$29.3b20.3x32.7x0.6x
Thu, 05 Oct 2023US$942.5bUS$1.7tUS$30.8b19.6x30.6x0.6x
Sat, 02 Sep 2023US$949.4bUS$1.7tUS$31.4b19.1x30.3x0.6x
Mon, 31 Jul 2023US$985.8bUS$1.7tUS$27.9b20.9x35.3x0.6x
Wed, 28 Jun 2023US$947.2bUS$1.7tUS$27.9b19x33.9x0.6x
Fri, 26 May 2023US$924.1bUS$1.7tUS$28.2b19x32.8x0.5x
Sun, 23 Apr 2023US$963.0bUS$1.7tUS$28.7b20.7x33.5x0.6x
Price to Earnings Ratio

33.5x


Total Market Cap: US$963.0bTotal Earnings: US$28.7bTotal Revenue: US$1.7tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food and Staples Retail Industry Price to Earnings3Y Average 38.6x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Consumer Retailing industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 38.6x.
  • The 3-year average PS ratio of 0.75x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 15% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Staples industry?

US Market4.44%
Consumer Staples0.41%
Food and Staples Retail-0.077%
Food Distributors3.01%
Big Box Super Stores0.091%
Drug Retail-2.22%
Food Retail-4.57%
Industry PE
  • Investors are most optimistic about the Big Box Super Stores industry which is trading above its 3-year average PE ratio of 36.0x.
    • Analysts are expecting annual earnings growth of 7.9%, which is lower than the prior year's growth of 12.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food Distributors industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 6.9% per year.
  • In contrast, the Big Box Super Stores industry is expected to see its earnings grow by 7.9% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CART MaplebearUS$41.294.3%
+US$245.4m		-1.9%PE22.3x
PFGC Performance Food GroupUS$88.861.3%
+US$174.4m		18.7%PE40.5x
CHEF Chefs' WarehouseUS$64.491.9%
+US$48.9m		21.8%PE36.3x
WILC G. Willi-Food InternationalUS$27.957.7%
+US$27.9m		88.2%PE12.9x
UNFI United Natural FoodsUS$46.970.8%
+US$23.7m		93.9%PS0.09x

Latest News

DLTR
US$101.33
Dollar Tree
7D
-4.1%
1Y
38.4%

Dollar Tree: A Strong Bet As Shoppers Seek Value

Apr 16
WMT
US$124.76
Walmart
7D
-2.0%
1Y
36.8%
CHEF
US$64.49
Chefs' Warehouse
7D
1.9%
1Y
21.8%
ACI
US$16.60
Albertsons Companies
7D
-6.3%
1Y
-21.5%
CART
US$41.29
Maplebear
7D
4.3%
1Y
-1.9%
CASY
US$736.83
Casey's General Stores
7D
-2.8%
1Y
61.1%

CASY: Inside Store Execution And S&P 500 Inclusion Will Support Premium Multiple

Analysts have made a modest adjustment to the Casey's General Stores fair value estimate to $739.63, reflecting updated views on discount rates, slightly softer revenue growth assumptions, and steady profitability following a series of higher Street price targets anchored in recent Q3 results and inside store performance. Analyst Commentary Recent Street research on Casey's General Stores has centered on the latest fiscal Q3 report, with several firms adjusting price targets and revisiting their views on execution, mix, and store level performance.
WILC
US$27.95
G. Willi-Food International
7D
7.7%
1Y
88.2%
KR
US$66.63
Kroger
7D
-6.1%
1Y
-3.4%

Kroger Co (KR): The "Grocery Alchemist" Fusing Physical Scale with Agentic AI

The Kroger Co (KR) , the largest supermarket chain in the United States, closed the April 8, 2026, session at $70.96 USD on the NYSE. The stock faced a tough day, dropping -2.37% as it gave back recent gains following a broader market rotation out of defensive staples.
SYY
US$74.09
Sysco
7D
-1.4%
1Y
4.8%

SYY: Restaurant Depot Deal And CAGNY Execution Will Shape 2026 Upside Potential

Analysts have trimmed their average price target on Sysco by just over $3 to reflect slightly lower fair value estimates and modestly higher discount rates, even as some still point to the Restaurant Depot acquisition and earlier positive CAGNY commentary as key supports for the longer term story. Analyst Commentary Recent Street research on Sysco reflects a mixed tone, with several firms trimming price targets and a smaller group still lifting theirs.
PFGC
US$88.86
Performance Food Group
7D
1.3%
1Y
18.7%

PFGC: Foodservice Share Gains Will Support Future 2026 Distribution Upside

Analysts have slightly reduced their average price targets for Performance Food Group, with recent cuts of $1 at Citi, $12 at UBS, and adjustments from $134 to $127 and from $120 to $105, reflecting updated 2026 outlooks for food distributors and restaurants while still highlighting a relatively constructive view on foodservice distribution as a group. Analyst Commentary Recent research on Performance Food Group reflects both optimism about the foodservice distribution space and caution around sector level headwinds, with price target resets framed within updated 2026 outlooks for distributors and restaurants.
COST
US$984.75
Costco Wholesale
7D
-4.4%
1Y
1.8%

Costco Stock Deep Dive: Vibecession Winner Or Overpriced Recession Insurance

Apr 06
GO
US$7.23
Grocery Outlet Holding
7D
1.8%
1Y
-50.6%

GO: Store Optimization And New Openings Will Support Long-Term Upside Potential

Analysts have trimmed their price target on Grocery Outlet Holding to about $10.31 from roughly $12.24. This reflects updated assumptions for slightly lower revenue growth and P/E expectations, which are partly offset by a higher projected profit margin.
BJ
US$90.70
BJ's Wholesale Club Holdings
7D
-4.7%
1Y
-21.7%

BJ: Slowing Sales Momentum Will Pressure 2026 Comp Expectations

The analyst price target for BJ's Wholesale Club Holdings has risen by about $1.68 to reflect a slightly higher modeled fair value of around $79.92, with analysts updating their assumptions after a mix of recent target increases and reductions tied to refreshed Q4 and 2026 expectations. Analyst Commentary Recent Street research on BJ's Wholesale Club Holdings reflects a split view, with some firms lifting price targets while others turn more cautious on the outlook and valuation.
UNFI
US$46.97
United Natural Foods
7D
0.8%
1Y
93.9%

UNFI: Efficiency Gains And Carbon Insetting Partnership Will Drive Future Upside

United Natural Foods' analyst price target has been raised from $52 to $56 as analysts factor in a lower discount rate, slightly higher assumed profit margin, and a modestly higher future P/E multiple, while keeping more tempered revenue growth expectations. Analyst Commentary Recent Street research on United Natural Foods points to a more constructive tone, with several bullish analysts lifting price targets and highlighting execution on efficiency initiatives, even as sales trends remain more muted in some reports.
REBN
US$2.83
Reborn Coffee
7D
15.5%
1Y
-14.2%
YI
US$6.99
111
7D
7.9%
1Y
-4.4%