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U.S. Food and Staples Retail Industry Analysis

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies59
  • 7D5.2%
  • 3M8.1%
  • 1Y19.5%
  • YTD7.5%

Over the last 7 days, the Food and Staples Retail industry has risen 5.2%, driven by gains from Walmart of 5.4%. Meanwhile, Maplebear actually underperformed within the industry, shrinking 7.5% in the last week. This means that the industry has gained 20% over the past year. Looking forward, earnings are forecast to grow by 8.3% 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, 16 Jan 2026US$1.7tUS$1.7tUS$44.2b21.6x38x1x
Sun, 14 Dec 2025US$1.6tUS$1.7tUS$44.4b22.7x36.3x1x
Tue, 11 Nov 2025US$1.5tUS$1.7tUS$44.6b19.7x33.7x0.9x
Thu, 09 Oct 2025US$1.5tUS$1.7tUS$44.5b20.7x33.9x0.9x
Sat, 06 Sep 2025US$1.5tUS$1.7tUS$44.1b21x34.5x0.9x
Mon, 04 Aug 2025US$1.5tUS$1.8tUS$35.5b22x43x0.8x
Wed, 02 Jul 2025US$1.5tUS$1.8tUS$35.5b21.8x42.9x0.8x
Fri, 30 May 2025US$1.5tUS$1.8tUS$35.5b21.2x43x0.8x
Sun, 27 Apr 2025US$1.5tUS$1.8tUS$36.0b24.6x41.4x0.8x
Tue, 25 Mar 2025US$1.4tUS$1.8tUS$30.9b24.9x44.5x0.8x
Thu, 20 Feb 2025US$1.6tUS$1.8tUS$31.6b29.6x51.1x0.9x
Sat, 18 Jan 2025US$1.4tUS$1.8tUS$31.8b27x45.2x0.8x
Mon, 16 Dec 2024US$1.5tUS$1.8tUS$32.0b24.7x46.8x0.8x
Wed, 13 Nov 2024US$1.4tUS$1.8tUS$26.0b23.7x53.7x0.8x
Fri, 11 Oct 2024US$1.3tUS$1.8tUS$28.9b22x46.6x0.8x
Sun, 08 Sep 2024US$1.3tUS$1.8tUS$28.0b20.4x46x0.7x
Tue, 06 Aug 2024US$1.2tUS$1.8tUS$31.1b21x38.9x0.7x
Thu, 04 Jul 2024US$1.2tUS$1.8tUS$31.4b21x39x0.7x
Sat, 01 Jun 2024US$1.2tUS$1.8tUS$30.9b22.5x38.3x0.7x
Mon, 29 Apr 2024US$1.1tUS$1.7tUS$27.3b18.9x41.2x0.6x
Wed, 27 Mar 2024US$1.1tUS$1.7tUS$34.0b19.6x33.6x0.7x
Fri, 23 Feb 2024US$1.1tUS$1.7tUS$35.5b20.2x30.9x0.6x
Sun, 21 Jan 2024US$1.0tUS$1.7tUS$35.7b20.6x29x0.6x
Tue, 19 Dec 2023US$995.8bUS$1.7tUS$31.9b20.3x31.2x0.6x
Thu, 16 Nov 2023US$981.1bUS$1.7tUS$27.6b19.3x35.6x0.6x
Sat, 14 Oct 2023US$941.4bUS$1.7tUS$31.0b19.4x30.4x0.5x
Mon, 11 Sep 2023US$954.6bUS$1.7tUS$31.4b18.9x30.4x0.6x
Wed, 09 Aug 2023US$977.8bUS$1.7tUS$28.1b20.7x34.8x0.6x
Fri, 07 Jul 2023US$958.3bUS$1.7tUS$27.9b20.4x34.3x0.6x
Sun, 04 Jun 2023US$920.7bUS$1.7tUS$28.0b19x32.9x0.5x
Tue, 02 May 2023US$957.1bUS$1.7tUS$28.4b21x33.6x0.6x
Thu, 30 Mar 2023US$928.4bUS$1.7tUS$28.5b19.6x32.6x0.6x
Sat, 25 Feb 2023US$768.0bUS$1.5tUS$22.1b20.1x34.8x0.5x
Mon, 23 Jan 2023US$760.7bUS$1.5tUS$19.3b19.5x39.3x0.5x
Price to Earnings Ratio

39.3x


Total Market Cap: US$760.7bTotal Earnings: US$19.3bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food and Staples Retail Industry Price to Earnings3Y Average 38.3x202420252026
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 38.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 32% per year over the last three years.
  • Revenues for these companies have grown 5.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market0.31%
Consumer Staples4.38%
Food and Staples Retail5.23%
Food Distributors8.76%
Drug Retail5.34%
Big Box Super Stores5.17%
Food Retail3.56%
Industry PE
  • Investors are most optimistic about the Big Box Super Stores industry which is trading above its 3-year average PE ratio of 35.5x.
    • Analysts are expecting annual earnings growth of 7.0%, which is higher than its past year's earnings growth of 3.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food Retail industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Big Box Super Stores industry is expected to see its earnings grow by 7.0% 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$119.205.4%
+US$48.9b		30.6%PE41.5x
COST Costco WholesaleUS$956.754.5%
+US$18.4b		4.0%PE51.2x
SYY SyscoUS$79.186.6%
+US$2.4b		8.1%PE20.9x
USFD US Foods HoldingUS$85.1813.6%
+US$2.3b		25.1%PE34x
TGT TargetUS$111.134.5%
+US$2.2b		-16.6%PE13.4x

Latest News

COST
US$956.75
Costco Wholesale
7D
4.5%
1Y
4.0%
WMT
US$119.20
Walmart
7D
5.4%
1Y
30.6%
RDGT
US$2.36
Ridgetech
7D
-15.1%
1Y
27.6%
TGT
US$111.13
Target
7D
4.5%
1Y
-16.6%
KR
US$62.49
Kroger
7D
4.5%
1Y
6.6%
DLTR
US$141.21
Dollar Tree
7D
7.3%
1Y
98.7%
USFD
US$85.18
US Foods Holding
7D
13.6%
1Y
25.1%
DDL
US$2.72
Dingdong (Cayman)
7D
-4.9%
1Y
-18.8%

DDL: Higher Margin Outlook And Lower Discount Rate Will Support Upside

Analysts have nudged their fair value estimate for Dingdong (Cayman) higher, from US$3.52 to US$3.59, citing updates to revenue growth, profit margin assumptions, a slightly lower discount rate, and a reduced future P/E multiple. Valuation Changes The fair value estimate was raised slightly from US$3.52 to US$3.59 per share.
SYY
US$79.18
Sysco
7D
6.6%
1Y
8.1%

SYY: Foodservice Distribution Resilience And Case Mix Should Support Earnings Stability

Analysts nudged their blended price target on Sysco slightly higher to about $86.94 from $86.88, reflecting small adjustments to assumptions for revenue growth, profit margins and future P/E multiples after a mix of recent price target changes and new coverage on the stock. Analyst Commentary Recent research on Sysco reflects a split view, with some analysts leaning more optimistic on the company’s ability to execute and others more cautious on the near term setup and mix of growth.
CART
US$39.81
Maplebear
7D
-7.5%
1Y
-14.5%

CART: Expanded Buybacks And Retail Partnerships Will Support Strong Future Returns

Analysts have nudged their price target for Maplebear slightly higher to reflect a fair value revision from about US$50.62 to roughly US$50.92, citing small adjustments to discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E estimates. What's in the News Instacart expanded its equity buyback plans, increasing authorization by US$1,500m to a total of US$2,500m, and completed repurchases of 19,894,514 shares for US$714m under the earlier program (Key Developments).
TBBB
US$32.12
BBB Foods
7D
-5.8%
1Y
7.4%

TBBB: Future Upside Will Rely On Defensible Earnings And Sector Leadership

Narrative Update on BBB Foods Analysts have raised their price target on BBB Foods to US$39 from US$35.50, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple as key drivers of the change. Analyst Commentary Recent research around BBB Foods points to a constructive tone, even as some sector level expectations are more cautious.
DTCK
US$0.31
Davis Commodities
7D
-10.1%
1Y
-71.9%
CASY
US$637.37
Casey's General Stores
7D
8.7%
1Y
63.0%

CASY: Future Store Expansion And Buybacks Will Support A Higher Market Rating

Analysts have raised their price target on Casey's General Stores from US$584 to about US$682, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News From August 1, 2025 to October 31, 2025, Casey's repurchased 61,535 shares, representing 0.17% of shares, for US$31.25 million under its ongoing buyback program (Key Developments).
MGRX
US$0.66
Mangoceuticals
7D
-33.1%
1Y
-75.2%
MSS
US$0.31
Maison Solutions
7D
-9.5%
1Y
-71.0%
HFFG
US$2.17
HF Foods Group
7D
-0.9%
1Y
-24.7%