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U.S. Food and Staples Retail Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies64
  • 7D-0.1%
  • 3M8.9%
  • 1Y21.2%
  • YTD15.9%

Last week, the Food and Staples Retail industry hasn't moved much but Casey's General Stores is up 4.1% in that time. The past year has been better, since the industry has gained 21% in that time. Looking forward, earnings are forecast to grow by 8.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026US$1.8tUS$1.7tUS$43.1b18.5x41x1x
Sun, 29 Mar 2026US$1.7tUS$1.7tUS$43.8b18.8x39.3x1x
Tue, 24 Feb 2026US$1.7tUS$1.7tUS$43.3b22.5x40.1x1x
Thu, 22 Jan 2026US$1.7tUS$1.7tUS$44.2b21.5x37.9x1x
Sat, 20 Dec 2025US$1.6tUS$1.7tUS$44.4b21.5x35.7x0.9x
Mon, 17 Nov 2025US$1.5tUS$1.7tUS$44.6b21.3x33.7x0.9x
Wed, 15 Oct 2025US$1.5tUS$1.7tUS$44.5b21.2x33.9x0.9x
Fri, 12 Sep 2025US$1.5tUS$1.7tUS$44.1b20.6x34.4x0.9x
Sun, 10 Aug 2025US$1.6tUS$1.8tUS$35.5b22.3x44.6x0.9x
Tue, 08 Jul 2025US$1.5tUS$1.8tUS$35.5b22.2x43.3x0.8x
Thu, 05 Jun 2025US$1.6tUS$1.8tUS$35.8b22.6x43.9x0.9x
Sat, 03 May 2025US$1.5tUS$1.8tUS$36.0b24x42.2x0.8x
Mon, 31 Mar 2025US$1.4tUS$1.8tUS$33.0b23.8x41.9x0.8x
Wed, 26 Feb 2025US$1.5tUS$1.8tUS$31.4b27.6x48.2x0.8x
Fri, 24 Jan 2025US$1.5tUS$1.8tUS$31.8b26.8x46.1x0.8x
Sun, 22 Dec 2024US$1.5tUS$1.8tUS$32.0b24.8x45.6x0.8x
Tue, 19 Nov 2024US$1.4tUS$1.8tUS$27.8b22.9x49.5x0.8x
Thu, 17 Oct 2024US$1.3tUS$1.8tUS$25.9b22.1x52.1x0.8x
Sat, 14 Sep 2024US$1.3tUS$1.8tUS$28.6b21.6x46.6x0.7x
Mon, 12 Aug 2024US$1.2tUS$1.8tUS$31.2b21.4x39x0.7x
Wed, 10 Jul 2024US$1.2tUS$1.8tUS$31.4b21.1x39.7x0.7x
Fri, 07 Jun 2024US$1.2tUS$1.8tUS$30.8b21.7x39.5x0.7x
Sun, 05 May 2024US$1.1tUS$1.7tUS$27.4b18.8x41x0.6x
Tue, 02 Apr 2024US$1.1tUS$1.7tUS$27.4b19.8x41.9x0.7x
Thu, 29 Feb 2024US$1.1tUS$1.7tUS$35.5b20.9x31.7x0.6x
Sat, 27 Jan 2024US$1.0tUS$1.7tUS$35.7b20.1x29x0.6x
Mon, 25 Dec 2023US$1.0tUS$1.7tUS$31.9b20.5x31.9x0.6x
Wed, 22 Nov 2023US$948.5bUS$1.7tUS$30.2b19.3x31.4x0.5x
Fri, 20 Oct 2023US$943.7bUS$1.7tUS$30.9b19.4x30.5x0.6x
Sun, 17 Sep 2023US$958.7bUS$1.7tUS$30.5b20.3x31.5x0.6x
Tue, 15 Aug 2023US$975.1bUS$1.7tUS$28.2b20.6x34.6x0.6x
Thu, 13 Jul 2023US$957.3bUS$1.7tUS$28.0b20.3x34.2x0.6x
Sat, 10 Jun 2023US$927.4bUS$1.7tUS$27.8b18.2x33.3x0.5x
Mon, 08 May 2023US$957.3bUS$1.7tUS$28.5b20.9x33.6x0.6x
Price to Earnings Ratio

33.6x


Total Market Cap: US$957.3bTotal Earnings: US$28.5bTotal Revenue: US$1.7tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food and Staples Retail Industry Price to Earnings3Y Average 38.7x202420252026
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 38.7x.
  • The 3-year average PS ratio of 0.76x 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 Market0.59%
Consumer Staples0.60%
Food and Staples Retail-0.13%
Food Retail1.31%
Food Distributors0.54%
Big Box Super Stores-0.26%
Drug Retail-5.81%
Industry PE
  • Investors are most optimistic about the Big Box Super Stores industry which is trading above its 3-year average PE ratio of 36.1x.
    • 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 9.0% 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
CASY Casey's General StoresUS$822.154.1%
+US$1.2b		80.5%PE46.7x
SFM Sprouts Farmers MarketUS$81.8512.8%
+US$879.4m		-52.3%PE15.3x
CHEF Chefs' WarehouseUS$77.6019.5%
+US$515.8m		34.7%PE39.8x
UNFI United Natural FoodsUS$50.025.1%
+US$146.4m		85.7%PS0.1x
USFD US Foods HoldingUS$93.490.7%
+US$145.4m		40.9%PE30.5x

Latest News

CASY
US$822.15
Casey's General Stores
7D
4.1%
1Y
80.5%
USFD
US$93.49
US Foods Holding
7D
0.7%
1Y
40.9%
CHEF
US$77.60
Chefs' Warehouse
7D
19.5%
1Y
34.7%
SFM
US$81.85
Sprouts Farmers Market
7D
12.8%
1Y
-52.3%
COST
US$1,014.53
Costco Wholesale
7D
0.01%
1Y
1.6%

COST: Membership Strength And Traffic Trends Will Support Premium Future P/E

Analysts have nudged the Costco Wholesale fair value estimate higher to reflect a modestly higher blended Street price target in the $975 to $1,315 range, citing recent target increases after Q2 earnings, resilient membership income, and steady traffic trends. Analyst Commentary Recent Street research points to a broadly constructive tone around Costco, with several bullish analysts lifting price targets and highlighting consistent execution following the latest earnings prints.
ANDE
US$78.54
Andersons
7D
2.4%
1Y
110.4%

ANDE: Future Returns Will Rely On Renewables Strength And Expense Discipline

The analyst price target for Andersons has increased by $9 to $75, as analysts cite record Q4 earnings, stronger Renewables profits, lower expenses, and what they describe as exceptionally high visibility into the business. Analyst Commentary Bullish Takeaways Bullish analysts point to record Q4 earnings as support for a higher valuation range, arguing that the recent results give more confidence in current earnings power.
SYY
US$74.71
Sysco
7D
-1.5%
1Y
6.5%
DG
US$115.88
Dollar General
7D
-5.1%
1Y
28.0%

DG: Future Earnings Power Will Rely On Expanding Retail Media Margins

Analysts are maintaining their Dollar General price target at $175, citing updated assumptions that now reflect a discount rate of 7.88%, revenue growth of 5.07%, a profit margin of 4.04%, and a forward P/E of 24.11x. What's in the News Rollout planned for an enhanced, AI-enabled in-store audio network across about 6,000 stores in 48 states through a partnership with QSIC, which is expected to bring total in-store audio coverage to 12,000 locations by Second Quarter 2026.
PSMT
US$156.92
PriceSmart
7D
-3.2%
1Y
55.0%

PSMT: Higher 2026 Dividend And Mixed Margin Assumptions Will Shape Balanced Outlook

Analysts now estimate PriceSmart’s fair value at about $153.33 per share, up from $143. This reflects updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, even as some research has turned more cautious on the stock.
DLTR
US$97.11
Dollar Tree
7D
-6.4%
1Y
15.2%

Dollar Tree: Benefiting From Consumer Stress And Iran Tailwinds (Upgrade)

Apr 27
CHSN
US$0.028
Chanson International Holding
7D
-98.9%
1Y
-99.9%
WMT
US$131.93
Walmart
7D
-0.08%
1Y
35.4%

Walmart: Speculative Valuation As Free Cash Flow Is Held Down By Immense Capex

Apr 24
YSWY
US$25.72
Yesway
7D
18.5%
1Y
n/a
UNFI
US$50.02
United Natural Foods
7D
5.1%
1Y
85.7%

United Natural Foods: The Gains Should Continue, But Slow

Apr 21
BJ
US$93.89
BJ's Wholesale Club Holdings
7D
-3.2%
1Y
-19.9%

BJ: Store Expansion And Membership Trends Will Support Defensive Upside Potential

Analysts have trimmed the BJ's Wholesale Club Holdings fair value estimate slightly to $104.60, reflecting a modest reset in price targets after recent research updates that fine tuned assumptions on revenue growth, margins and future P/E, and incorporated both upward and downward revisions across the Street. Analyst Commentary Recent research on BJ's Wholesale Club Holdings reflects a mix of optimism and caution, with price targets moving in both directions and ratings ranging from Buy and Overweight to Neutral and downgrades.
KR
US$68.07
Kroger
7D
-1.5%
1Y
-5.7%