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U.S. Food and Staples Retail Industry Analysis

UpdatedSep 14, 2026
DataAggregated Company Financials
Companies61
  • 7D-1.4%
  • 3M-8.4%
  • 1Y2.6%
  • YTD0.9%

Over the last 7 days, the Food and Staples Retail industry has dropped 1.4%, driven by pullbacks in Casey's General Stores and Costco Wholesale of 19% and 1.2%, respectively. Over the last year, the industry has been flat overall. 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
Mon, 14 Sep 2026US$1.6tUS$1.8tUS$45.1b17.9x34.8x0.9x
Wed, 12 Aug 2026US$1.7tUS$1.7tUS$44.2b20x37.4x0.9x
Fri, 10 Jul 2026US$1.6tUS$1.7tUS$44.2b18.9x37.2x0.9x
Sun, 07 Jun 2026US$1.7tUS$1.7tUS$43.9b19.1x38.2x1x
Tue, 05 May 2026US$1.8tUS$1.7tUS$43.1b18.2x41.9x1.1x
Thu, 02 Apr 2026US$1.7tUS$1.7tUS$43.8b18x39.6x1x
Sat, 28 Feb 2026US$1.7tUS$1.7tUS$43.3b22.5x40.4x1x
Mon, 26 Jan 2026US$1.7tUS$1.7tUS$44.2b22.2x37.9x1x
Wed, 24 Dec 2025US$1.5tUS$1.7tUS$44.4b21.3x34.9x0.9x
Fri, 21 Nov 2025US$1.5tUS$1.7tUS$44.4b20.6x33.2x0.9x
Sun, 19 Oct 2025US$1.6tUS$1.7tUS$44.5b20.7x35.1x0.9x
Tue, 16 Sep 2025US$1.5tUS$1.7tUS$44.3b19.3x35x0.9x
Thu, 14 Aug 2025US$1.6tUS$1.8tUS$35.5b22.1x44.7x0.9x
Sat, 12 Jul 2025US$1.5tUS$1.8tUS$35.5b21.7x42.9x0.8x
Mon, 09 Jun 2025US$1.5tUS$1.8tUS$35.8b23.1x42.8x0.8x
Wed, 07 May 2025US$1.5tUS$1.8tUS$36.0b25x42.9x0.9x
Fri, 04 Apr 2025US$1.4tUS$1.8tUS$33.0b25x43.8x0.8x
Sun, 02 Mar 2025US$1.6tUS$1.8tUS$31.4b27.8x49.5x0.9x
Tue, 28 Jan 2025US$1.5tUS$1.8tUS$31.8b26.8x46.5x0.8x
Thu, 26 Dec 2024US$1.5tUS$1.8tUS$32.0b25.9x45.8x0.8x
Sat, 23 Nov 2024US$1.4tUS$1.8tUS$31.8b24.3x44.7x0.8x
Mon, 21 Oct 2024US$1.3tUS$1.8tUS$25.9b22.3x52x0.8x
Wed, 18 Sep 2024US$1.3tUS$1.8tUS$28.6b21.7x46.9x0.8x
Fri, 16 Aug 2024US$1.2tUS$1.8tUS$31.2b21.9x39.3x0.7x
Sun, 14 Jul 2024US$1.2tUS$1.8tUS$31.4b21.7x39.3x0.7x
Tue, 11 Jun 2024US$1.2tUS$1.8tUS$30.8b21.7x39.5x0.7x
Thu, 09 May 2024US$1.1tUS$1.7tUS$27.4b19x41.8x0.7x
Sat, 06 Apr 2024US$1.1tUS$1.7tUS$27.3b19.3x40.9x0.6x
Mon, 04 Mar 2024US$1.1tUS$1.7tUS$35.5b21x31.7x0.6x
Wed, 31 Jan 2024US$1.0tUS$1.7tUS$36.0b20x29.1x0.6x
Fri, 29 Dec 2023US$1.0tUS$1.7tUS$31.9b20.4x32.1x0.6x
Sun, 26 Nov 2023US$961.9bUS$1.7tUS$30.2b19.6x31.9x0.6x
Tue, 24 Oct 2023US$936.2bUS$1.7tUS$29.3b19x31.9x0.5x
Thu, 21 Sep 2023US$966.5bUS$1.7tUS$30.6b20.1x31.5x0.6x
Price to Earnings Ratio

31.5x


Total Market Cap: US$966.5bTotal Earnings: US$30.6bTotal Revenue: US$1.7tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food and Staples Retail Industry Price to Earnings3Y Average 39.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Consumer Retailing industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 34.8x which is lower than its 3-year average PE of 39.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.80x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 14% 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-0.94%
Consumer Staples-1.29%
Food and Staples Retail-1.36%
Drug Retail1.10%
Big Box Super Stores-0.96%
Food Distributors-1.37%
Food Retail-6.82%
Industry PE
  • Investors are most optimistic about the Food Retail industry which is trading above its 3-year average PE ratio of 27.2x.
    • Analysts are expecting annual earnings growth of 18.0%, which is higher than its past year's earnings decline of 1.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food Retail industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 1.5% 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
SYY SyscoUS$83.213.9%
+US$1.5b		2.4%PE22.7x
TBBB BBB FoodsUS$50.461.4%
+US$83.6m		92.9%PS1.1x
WMT WalmartUS$107.150.009%
+US$79.3m		3.5%PE38.5x
ANDE AndersonsUS$70.972.4%
+US$55.9m		76.4%PE13.5x
UNFI United Natural FoodsUS$44.451.2%
+US$21.7m		52.3%PE31.9x

Latest News

KR
US$58.49
Kroger
7D
-0.2%
1Y
-14.4%
Narrative Update • Sep 13

KR: Self Funded Price Investments Under New CEO Will Drive Turnaround

Kroger's updated analyst price target of about $68, down from roughly $71, reflects a broad round of cuts from firms that are weighing softer Q2 expectations, pressure from competitors' price investments, and a somewhat higher assumed discount rate, while maintaining steady views on revenue growth, margins, and future P/E. Analyst Commentary Recent research on Kroger points to a mixed setup for the stock.
CASY
US$615.47
Casey's General Stores
7D
-18.6%
1Y
10.9%
USFD
US$95.34
US Foods Holding
7D
-8.4%
1Y
20.0%
Seeking Alpha • Sep 11

US Foods Holding: Great Business, Mediocre Investment

Summary US Foods Holding (USFD) delivers strong operational growth, with Q2 2026 revenue up 4.5% and significant margin expansion. USFD’s Pronto program and AI-driven initiatives are driving innovation, with Pronto revenue projected to reach $1.3B in 2026 and $1.7B in 2027. Management guides for 2026 revenue growth of 4–6%, EBITDA growth of 9–13%, and adjusted EPS up 18–24%, supported by ongoing share buybacks. Despite robust performance, USFD trades at a premium to most peers and offers only market-level upside, justifying a reaffirmed 'hold' rating. Read the full article on Seeking Alpha
COST
US$904.77
Costco Wholesale
7D
-1.2%
1Y
-6.5%
SYY
US$83.21
Sysco
7D
3.9%
1Y
2.4%
TBBB
US$50.46
BBB Foods
7D
1.4%
1Y
92.9%
Narrative Update • Sep 10

TBBB: Discount Model Execution And Earnings Leverage Will Shape Balanced Outlook

Analysts have raised their fair value estimate for BBB Foods from $46.32 to $51.69. They cite recent price target increases and research that highlights stronger same-store sales, a more profitable store base, and what they describe as an attractive growth profile.
UNFI
US$44.45
United Natural Foods
7D
1.2%
1Y
52.3%
Narrative Update • Sep 09

UNFI: Natural Mix Shift And Buybacks Will Support Future Upside

Analysts have raised their price expectations for United Natural Foods. The latest research points to a $50 target, which is consistent with updated fair value estimates of $61.00, modestly adjusted growth and margin assumptions, and a revised outlook for the future P/E ratio.
WMT
US$107.15
Walmart
7D
0.009%
1Y
3.5%
DLTR
US$118.17
Dollar Tree
7D
-10.1%
1Y
21.5%
Narrative Update • Sep 09

DLTR: Temporary Tariff Refunds Will Likely Overstate Earnings Power Going Forward

The analyst price target for Dollar Tree has increased, with the fair value estimate moving from $85.00 to $98.00 as analysts respond to recent Q2 results, updated earnings models, improving traffic trends, and support from tariff refunds and share repurchase plans. Analyst Commentary Recent research updates around Dollar Tree point to a mixed backdrop, with many firms lifting price targets after Q2 while still flagging execution and growth risks.
DG
US$124.58
Dollar General
7D
-6.5%
1Y
19.3%
Narrative Update • Sep 08

DG: Rich Multiple Will Cap Upside Despite AI And Turnaround Optimism

Analysts have increased their price target for Dollar General from about $95 to roughly $103. This revision reflects updated assumptions including a slightly lower discount rate, modestly softer revenue growth, a firmer profit margin profile, and a marginally higher future P/E multiple.
TGT
US$155.83
Target
7D
-5.2%
1Y
73.2%
Seeking Alpha • Sep 08

Target's Turnaround Is Shaping Up Nicely, But The Rising Valuation Forces A Downgrade

Summary Target has executed a solid turnaround, with value-focused pricing, store remodels, and improved private-label offerings driving recent outperformance. I now rate TGT as a hold, citing slightly rich valuation metrics and mounting macroeconomic headwinds that could pressure consumer spending and margins. Current fundamentals include a 17.05 GAAP TTM PE, 2.79% dividend yield, and recent positive comps and revenue surprises, though growth expectations may be aggressive. Continued success hinges on sustaining momentum amid potential Fed rate hikes, consumer weakness, and the risk of margin compression from rising costs. Read the full article on Seeking Alpha
SFM
US$72.76
Sprouts Farmers Market
7D
-10.6%
1Y
-46.5%
HCWC
US$9.88
Healthy Choice Wellness
7D
40.7%
1Y
-39.6%
ANDE
US$70.97
Andersons
7D
2.4%
1Y
76.4%
NGVC
US$28.56
Natural Grocers by Vitamin Cottage
7D
2.3%
1Y
-23.7%
Seeking Alpha • Aug 14

Natural Grocers By Vitamin Cottage Is Looking Tastier As It Falls

Summary Natural Grocers by Vitamin Cottage remains a buy, with robust healthy eating trends and industry growth supporting long-term prospects. Despite a 6.2% stock decline, NGVC posts revenue growth, strong comparable sales, and ongoing store expansion, though transaction counts have dipped. Profitability is mixed: net income slightly declined, but operating cash flow increased, and leverage remains low, supporting a favorable risk profile. NGVC’s rewards program drives larger basket sizes, while e-commerce and new store investments offer meaningful upside at attractive cash-on-cash returns. Read the full article on Seeking Alpha
WMK
US$72.16
Weis Markets
7D
0.3%
1Y
1.8%