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U.S. Food and Staples Retail Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies61
  • 7D1.5%
  • 3M-1.8%
  • 1Y16.7%
  • YTD9.7%

The Food and Staples Retail industry is up 1.5% in the last week, with Walmart up 0.8%. During this same period, the Albertsons Companies underperformed, falling 7.9%. This takes the industry's 12 month performance to a gain of 17%. Looking forward, earnings are forecast to grow by 9.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026US$1.7tUS$1.7tUS$44.1b19.2x39x1x
Thu, 14 May 2026US$1.8tUS$1.7tUS$43.2b17.8x41.5x1x
Sat, 11 Apr 2026US$1.8tUS$1.7tUS$43.8b18.9x40.5x1x
Mon, 09 Mar 2026US$1.7tUS$1.7tUS$43.5b21.9x40.1x1x
Wed, 04 Feb 2026US$1.7tUS$1.7tUS$44.2b21.8x38.9x1x
Fri, 02 Jan 2026US$1.6tUS$1.7tUS$44.4b22x35.1x0.9x
Sun, 30 Nov 2025US$1.6tUS$1.7tUS$45.9b20.2x34.2x0.9x
Tue, 28 Oct 2025US$1.5tUS$1.7tUS$44.5b21x34.4x0.9x
Thu, 25 Sep 2025US$1.5tUS$1.7tUS$44.3b21x34.3x0.9x
Sat, 23 Aug 2025US$1.5tUS$1.8tUS$37.7b21.6x40.4x0.8x
Mon, 21 Jul 2025US$1.5tUS$1.8tUS$35.5b21.9x42.2x0.8x
Wed, 18 Jun 2025US$1.5tUS$1.8tUS$36.1b21.9x41.4x0.8x
Fri, 16 May 2025US$1.5tUS$1.8tUS$35.4b22x42.6x0.8x
Sun, 13 Apr 2025US$1.5tUS$1.8tUS$36.0b21.8x40.4x0.8x
Tue, 11 Mar 2025US$1.5tUS$1.8tUS$31.1b24.3x46.8x0.8x
Thu, 06 Feb 2025US$1.6tUS$1.8tUS$31.8b26.3x49.4x0.9x
Sat, 04 Jan 2025US$1.4tUS$1.8tUS$32.0b26.5x44.5x0.8x
Mon, 02 Dec 2024US$1.5tUS$1.8tUS$31.9b25.8x46.3x0.8x
Wed, 30 Oct 2024US$1.4tUS$1.8tUS$25.9b21.6x52.3x0.8x
Fri, 27 Sep 2024US$1.4tUS$1.8tUS$28.6b21.9x47.2x0.8x
Sun, 25 Aug 2024US$1.3tUS$1.8tUS$28.1b21.2x46.4x0.7x
Tue, 23 Jul 2024US$1.2tUS$1.8tUS$31.4b22.4x39.6x0.7x
Thu, 20 Jun 2024US$1.2tUS$1.8tUS$31.2b21.5x39.4x0.7x
Sat, 18 May 2024US$1.2tUS$1.8tUS$31.0b21.9x38.3x0.7x
Mon, 15 Apr 2024US$1.1tUS$1.7tUS$27.3b19.4x41.2x0.6x
Wed, 13 Mar 2024US$1.1tUS$1.7tUS$36.5b20.6x31.1x0.7x
Fri, 09 Feb 2024US$1.1tUS$1.7tUS$36.2b19.6x29.7x0.6x
Sun, 07 Jan 2024US$1.0tUS$1.7tUS$35.6b20.1x28.5x0.6x
Tue, 05 Dec 2023US$965.8bUS$1.7tUS$32.0b19.8x30.2x0.6x
Thu, 02 Nov 2023US$947.0bUS$1.7tUS$29.3b19.9x32.3x0.5x
Sat, 30 Sep 2023US$951.2bUS$1.7tUS$30.8b19.3x30.9x0.6x
Mon, 28 Aug 2023US$940.5bUS$1.7tUS$31.6b19.4x29.8x0.6x
Wed, 26 Jul 2023US$983.5bUS$1.7tUS$28.0b21.1x35.2x0.6x
Fri, 23 Jun 2023US$941.0bUS$1.7tUS$28.1b18.6x33.5x0.6x
Price to Earnings Ratio

33.5x


Total Market Cap: US$941.0bTotal Earnings: US$28.1bTotal Revenue: US$1.7tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food and Staples Retail Industry Price to Earnings3Y Average 39x202420252026
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 39.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 16% 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 Market2.20%
Consumer Staples2.04%
Food and Staples Retail1.50%
Drug Retail8.23%
Food Distributors5.45%
Food Retail4.44%
Big Box Super Stores1.08%
Industry PE
  • Investors are most optimistic about the Food Retail industry which is trading above its 3-year average PE ratio of 25.1x.
    • Analysts are expecting annual earnings growth of 16.2%, which is higher than its past year's earnings growth of 5.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food Distributors industry, expecting annual earnings growth of 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 25% per year.
  • In contrast, the Big Box Super Stores industry is expected to see its earnings grow by 8.3% 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
WMT WalmartUS$120.820.8%
+US$7.9b		28.1%PE42.3x
CASY Casey's General StoresUS$872.3916.1%
+US$4.5b		72.3%PE45.1x
TGT TargetUS$133.177.4%
+US$4.2b		36.8%PE17.5x
DG Dollar GeneralUS$116.399.0%
+US$2.1b		2.4%PE16.4x
COST Costco WholesaleUS$979.450.5%
+US$2.1b		-0.5%PE49.2x

Latest News

WMT
US$120.82
Walmart
7D
0.8%
1Y
28.1%
Seeking Alpha • 4h

Walmart Is Taking A Page From Costco And Amazon, But It's Too Small To Move The Needle

Summary Walmart trades at a tech-like forward P/E of 40, leaving no margin of safety. Despite strong execution, physical grocery infrastructure limits long-term growth to mid-single digits, insufficient for current valuation. Emerging high-margin advertising and membership revenues are too small to shift the overall company profit profile. The risk-reward profile is unfavorable, and potential investors should await a more opportune entry opportunity. Read the full article on Seeking Alpha
SFM
US$85.39
Sprouts Farmers Market
7D
-1.5%
1Y
-46.8%
Analysis Article • 5h

Sprouts Farmers Market (SFM) Stock After Buddy Brew Cafe Rollout Is The 11% Undervaluation Story Intact

Sprouts Farmers Market (SFM) is expanding its in store offerings through a new partnership with Tampa based Buddy Brew Coffee. The collaboration will bring 10 coffee cafes into select Florida locations starting June 17, 2026. See our latest analysis for Sprouts Farmers Market. While the latest Buddy Brew rollout is aimed at deepening the in store experience, Sprouts Farmers Market’s short term share price return has softened recently, with the 7 day share price return down 1.49% and the 90...
CART
US$42.18
Maplebear
7D
-0.6%
1Y
-3.9%
Seeking Alpha • 17h

Instacart: Expanding Adjusted EBITDA As Take Rates Rise

Summary Instacart stands out as a differentiated small/mid-cap growth opportunity in a top-heavy market. CART has underperformed the S&P 500, losing ~5% YTD, but continues to deliver consistent top-line and profit growth. I maintain a "Buy" rating on CART, emphasizing its strong fundamentals and uncorrelated success drivers. Despite limited mainstream attention, CART's patient investors are likely to see substantial future rewards. Read the full article on Seeking Alpha
TGT
US$133.17
Target
7D
7.4%
1Y
36.8%
DG
US$116.39
Dollar General
7D
9.0%
1Y
2.4%
Narrative Update • Jun 15

DG: Lower Assumed Future P/E Will Curb Upside Despite Earnings Momentum

Analysts now set Dollar General's price target at about $92.84, down from roughly $113.66. This reflects a view that a lower assumed future P/E of around 16.89 and slightly softer revenue growth expectations more than offset a modestly higher profit margin outlook and a reduced discount rate.
USFD
US$93.44
US Foods Holding
7D
7.7%
1Y
21.9%
SYY
US$79.69
Sysco
7D
4.2%
1Y
6.6%
Narrative Update • Jun 14

SYY: Restaurant Depot Deal And Cultured Meat Role Will Shape Repricing

Sysco's updated analyst price target edges lower by a few dollars, as analysts weigh a series of recent target cuts from firms such as Bernstein, Barclays and others against more constructive views that highlight potential upside catalysts over the next month. Analyst Commentary Recent research updates on Sysco show a split view, with several firms cutting price targets or ratings and a smaller group flagging potential upside over the near term.
COST
US$979.45
Costco Wholesale
7D
0.5%
1Y
-0.5%
CASY
US$872.39
Casey's General Stores
7D
16.1%
1Y
72.3%
UNFI
US$50.33
United Natural Foods
7D
-2.5%
1Y
127.0%
WMK
US$79.24
Weis Markets
7D
-0.6%
1Y
6.3%
ACI
US$14.86
Albertsons Companies
7D
-7.9%
1Y
-30.9%
PFGC
US$104.10
Performance Food Group
7D
6.9%
1Y
18.9%
ANDE
US$69.87
Andersons
7D
-4.9%
1Y
87.1%
BJ
US$90.21
BJ's Wholesale Club Holdings
7D
-1.5%
1Y
-17.2%
Narrative Update • Jun 05

BJ: Membership Strength And Club Expansion Will Support Future Stock Rebound Potential

Narrative Update The analyst price target for BJ's Wholesale Club Holdings has been reset toward the middle of the recent Street range at about $101, down from roughly $105, as analysts weigh softer merchandise margins, sector valuation resets and near term cost pressures against expectations for a potential rebound from what some view as an overdone pullback and the longer term value of the membership model. Analyst Commentary Recent research updates show a mix of optimism and caution around BJ's Wholesale Club Holdings, with several firms resetting price targets while keeping either Buy or Neutral stances.
IMKT.A
US$88.32
Ingles Markets
7D
-4.9%
1Y
45.1%