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U.S. Food and Staples Retail Industry Analysis

UpdatedApr 29, 2026
DataAggregated Company Financials
Companies64
  • 7D-1.7%
  • 3M6.8%
  • 1Y18.9%
  • YTD12.7%

Over the last 7 days, the Food and Staples Retail industry has dropped 1.7%, driven by a pullback from Walmart of 1.6%. In contrast, Yesway has gained 14%. Over the past 12 months, the industry was up 19%. 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
Wed, 29 Apr 2026US$1.8tUS$1.7tUS$43.1b18.4x41x1x
Fri, 27 Mar 2026US$1.7tUS$1.7tUS$43.8b18.9x39.2x1x
Sun, 22 Feb 2026US$1.7tUS$1.7tUS$43.3b21.9x40.1x1x
Tue, 20 Jan 2026US$1.7tUS$1.7tUS$44.2b21.2x38.2x1x
Thu, 18 Dec 2025US$1.6tUS$1.7tUS$44.4b22x35.9x0.9x
Sat, 15 Nov 2025US$1.5tUS$1.7tUS$44.6b19.7x33.7x0.9x
Mon, 13 Oct 2025US$1.5tUS$1.7tUS$44.5b20.5x33.7x0.9x
Wed, 10 Sep 2025US$1.5tUS$1.7tUS$44.1b21.7x34.9x0.9x
Fri, 08 Aug 2025US$1.6tUS$1.8tUS$35.4b22.5x44.5x0.9x
Sun, 06 Jul 2025US$1.5tUS$1.8tUS$35.5b22.3x43.3x0.8x
Tue, 03 Jun 2025US$1.6tUS$1.8tUS$35.7b22.9x43.4x0.9x
Thu, 01 May 2025US$1.5tUS$1.8tUS$36.0b23.4x41.8x0.8x
Sat, 29 Mar 2025US$1.4tUS$1.8tUS$33.0b23.8x42.2x0.8x
Mon, 24 Feb 2025US$1.5tUS$1.8tUS$31.4b28.1x48.4x0.8x
Wed, 22 Jan 2025US$1.5tUS$1.8tUS$31.8b27.3x45.6x0.8x
Fri, 20 Dec 2024US$1.5tUS$1.8tUS$32.0b24.8x46x0.8x
Sun, 17 Nov 2024US$1.4tUS$1.8tUS$27.8b23x49.5x0.8x
Tue, 15 Oct 2024US$1.3tUS$1.8tUS$28.9b21.9x46.3x0.8x
Thu, 12 Sep 2024US$1.3tUS$1.8tUS$28.0b20.5x46.9x0.7x
Sat, 10 Aug 2024US$1.2tUS$1.8tUS$30.9b21.4x39x0.7x
Mon, 08 Jul 2024US$1.3tUS$1.8tUS$31.4b21.2x39.9x0.7x
Wed, 05 Jun 2024US$1.2tUS$1.8tUS$30.8b22.1x39x0.7x
Fri, 03 May 2024US$1.1tUS$1.7tUS$27.4b18.7x40.4x0.6x
Sun, 31 Mar 2024US$1.1tUS$1.7tUS$27.4b19.8x41.9x0.7x
Tue, 27 Feb 2024US$1.1tUS$1.7tUS$35.5b20.7x31.6x0.6x
Thu, 25 Jan 2024US$1.0tUS$1.7tUS$35.7b19.9x29.1x0.6x
Sat, 23 Dec 2023US$1.0tUS$1.7tUS$31.9b20.5x31.9x0.6x
Mon, 20 Nov 2023US$948.5bUS$1.7tUS$30.2b19.2x31.4x0.5x
Wed, 18 Oct 2023US$954.1bUS$1.7tUS$31.0b19.5x30.8x0.6x
Fri, 15 Sep 2023US$957.9bUS$1.7tUS$30.5b20.1x31.4x0.6x
Sun, 13 Aug 2023US$981.8bUS$1.7tUS$28.2b20.6x34.8x0.6x
Tue, 11 Jul 2023US$949.6bUS$1.7tUS$27.9b20.2x34x0.6x
Thu, 08 Jun 2023US$922.5bUS$1.7tUS$27.8b18.2x33.2x0.5x
Sat, 06 May 2023US$957.1bUS$1.7tUS$28.5b20.9x33.5x0.6x
Price to Earnings Ratio

33.5x


Total Market Cap: US$957.1bTotal 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 0.75x 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 Market-0.028%
Consumer Staples0.47%
Food and Staples Retail-1.69%
Big Box Super Stores-1.67%
Food Distributors-1.72%
Food Retail-1.96%
Drug Retail-4.10%
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
YSWY YeswayUS$24.2314.1%
+US$87.3m		n/aPE13.1x
UNFI United Natural FoodsUS$48.062.4%
+US$68.0m		83.2%PS0.09x
CASY Casey's General StoresUS$784.610.2%
+US$62.8m		69.6%PE44.6x
ANDE AndersonsUS$76.591.2%
+US$30.0m		101.3%PE27x
WILC G. Willi-Food InternationalUS$30.403.9%
+US$16.0m		100.8%PE13.9x

Latest News

SYY
US$73.37
Sysco
7D
-1.9%
1Y
4.5%
TGT
US$127.14
Target
7D
-3.8%
1Y
31.2%
DG
US$115.82
Dollar General
7D
-6.7%
1Y
24.1%

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.
DLTR
US$98.22
Dollar Tree
7D
-3.7%
1Y
20.1%

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

Apr 27
IMKT.A
US$90.64
Ingles Markets
7D
0.2%
1Y
46.9%
ANDE
US$76.59
Andersons
7D
1.2%
1Y
101.3%
WMT
US$127.59
Walmart
7D
-1.6%
1Y
32.9%

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

Apr 24
CASY
US$784.61
Casey's General Stores
7D
0.2%
1Y
69.6%
YSWY
US$24.23
Yesway
7D
14.1%
1Y
n/a
UNFI
US$48.06
United Natural Foods
7D
2.4%
1Y
83.2%

United Natural Foods: The Gains Should Continue, But Slow

Apr 21
COST
US$994.00
Costco Wholesale
7D
-1.2%
1Y
0.2%

Costco: When Compounding Is Already Priced In

Apr 20
BJ
US$92.19
BJ's Wholesale Club Holdings
7D
-4.0%
1Y
-20.8%

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$66.93
Kroger
7D
-2.7%
1Y
-6.2%
VLGE.A
US$42.80
Village Super Market
7D
0.5%
1Y
18.4%
WILC
US$30.40
G. Willi-Food International
7D
3.9%
1Y
100.8%
REBN
US$2.51
Reborn Coffee
7D
6.8%
1Y
-3.8%