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U.S. Food Distributors Industry Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies17
  • 7D0.8%
  • 3M-4.1%
  • 1Y17.3%
  • YTDn/a

The Food Distributors is pretty flat in the last 7 days, but Chefs' Warehouse has stood out, gaining 18%. The past year has been better, since the industry has gained 17% in that time. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

Has the U.S. Food Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 04 May 2026US$79.5bUS$234.4bUS$2.8b24.1x28.5x0.3x
Wed, 01 Apr 2026US$74.5bUS$233.3bUS$2.8b24.6x26.2x0.3x
Fri, 27 Feb 2026US$86.6bUS$233.6bUS$2.8b26.7x30.8x0.4x
Sun, 25 Jan 2026US$76.7bUS$231.8bUS$2.7b32.8x28.1x0.3x
Tue, 23 Dec 2025US$74.4bUS$231.7bUS$2.7b28x27.3x0.3x
Thu, 20 Nov 2025US$73.8bUS$231.8bUS$2.7b27.8x27.3x0.3x
Sat, 18 Oct 2025US$77.4bUS$228.8bUS$2.7b26x28.3x0.3x
Mon, 15 Sep 2025US$80.6bUS$239.0bUS$2.8b26.8x29.1x0.3x
Wed, 13 Aug 2025US$77.8bUS$237.0bUS$2.8b32.2x27.8x0.3x
Fri, 11 Jul 2025US$76.3bUS$235.6bUS$2.9b35.2x26.6x0.3x
Sun, 08 Jun 2025US$74.6bUS$234.9bUS$2.9b35.4x26x0.3x
Tue, 06 May 2025US$69.5bUS$233.1bUS$2.9b32.6x24.3x0.3x
Thu, 03 Apr 2025US$71.2bUS$232.8bUS$2.9b32.6x24.8x0.3x
Sat, 01 Mar 2025US$72.9bUS$232.4bUS$2.9b34.3x25.1x0.3x
Mon, 27 Jan 2025US$73.3bUS$229.7bUS$3.1b28.2x23.8x0.3x
Wed, 25 Dec 2024US$73.5bUS$229.6bUS$3.1b27.9x23.9x0.3x
Fri, 22 Nov 2024US$70.6bUS$229.3bUS$3.1b27.5x23.1x0.3x
Sun, 20 Oct 2024US$71.2bUS$228.3bUS$3.0b24.4x23.7x0.3x
Tue, 17 Sep 2024US$69.2bUS$227.6bUS$3.0b25.3x23.2x0.3x
Thu, 15 Aug 2024US$65.7bUS$227.1bUS$3.0b26.5x22.2x0.3x
Sat, 13 Jul 2024US$63.6bUS$226.7bUS$3.1b24.6x20.6x0.3x
Mon, 10 Jun 2024US$65.5bUS$226.7bUS$3.1b25.9x21.3x0.3x
Wed, 08 May 2024US$66.5bUS$227.5bUS$3.1b18.5x21.5x0.3x
Fri, 05 Apr 2024US$69.5bUS$226.8bUS$3.1b18.7x22.5x0.3x
Sun, 03 Mar 2024US$69.7bUS$226.9bUS$3.1b18.8x22.3x0.3x
Tue, 30 Jan 2024US$65.5bUS$226.9bUS$2.7b23.3x24.1x0.3x
Thu, 28 Dec 2023US$64.5bUS$226.9bUS$2.7b23x23.7x0.3x
Sat, 25 Nov 2023US$62.1bUS$226.9bUS$2.8b23.4x22x0.3x
Mon, 23 Oct 2023US$55.7bUS$226.4bUS$2.8b21.3x20.1x0.2x
Wed, 20 Sep 2023US$60.5bUS$226.3bUS$2.9b23.1x21x0.3x
Fri, 18 Aug 2023US$61.6bUS$229.7bUS$2.9b23.1x21.6x0.3x
Sun, 16 Jul 2023US$62.9bUS$224.7bUS$2.5b28x25.4x0.3x
Tue, 13 Jun 2023US$61.2bUS$224.7bUS$2.5b26.8x24.8x0.3x
Thu, 11 May 2023US$60.8bUS$223.8bUS$2.5b26.4x24.7x0.3x
Price to Earnings Ratio

24.7x


Total Market Cap: US$60.8bTotal Earnings: US$2.5bTotal Revenue: US$223.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Distributors Industry Price to Earnings3Y Average 24.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Food Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 28.5x which is higher than its 3-year average PE of 24.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.30x.
Past Earnings Growth
  • The earnings for companies in the Food Distributors industry have grown 4.3% 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 Comparison

How does U.S. Food Distributors compare with similar industries?

US Market0.91%
Consumer Staples1.84%
Food and Staples Retail2.31%
Food Distributors0.85%
Food Retail3.30%
Big Box Super Stores2.31%
Drug Retail-6.25%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CHEF Chefs' WarehouseUS$78.8317.9%
+US$488.5m		29.8%PE40.5x
USFD US Foods HoldingUS$93.042.2%
+US$449.3m		35.9%PE30.3x
UNFI United Natural FoodsUS$51.246.5%
+US$189.5m		94.7%PS0.1x
ANDE AndersonsUS$79.124.1%
+US$106.3m		114.0%PE27.9x
WILC G. Willi-Food InternationalUS$32.204.0%
+US$17.4m		108.8%PE14.6x

Latest News

UNFI
US$51.24
United Natural Foods
7D
6.5%
1Y
94.7%

UNFI: Future Returns Will Depend On Execution Outpacing Softer Sales Trends

The analyst fair value estimate for United Natural Foods has shifted from $41.13 to $46.25 as analysts factor in sustained efficiency gains, improved profitability and ongoing execution on network optimization efforts, reflected in recent price target increases across several research firms. Analyst Commentary Recent research on United Natural Foods centers on how well the company is executing on productivity, efficiency, and its network optimization program, and how that translates into fair value for the stock.
HFFG
US$1.90
HF Foods Group
7D
-3.6%
1Y
-49.2%

HFFG: Opportunistic M&A And Execution Initiatives Will Support Future Re Rating

Narrative Update Analysts have reset their price target on HF Foods Group to $6, citing reduced estimates following a Q4 top line and adjusted EBITDA miss, a shift in sales mix toward meat and seafood, and management’s outlook for low single digit growth with potential opportunistic M&A. Analyst Commentary Recent research coverage on HF Foods Group reflects a mix of optimism about long term positioning and caution around near term execution after the Q4 shortfall.
SYY
US$74.05
Sysco
7D
-1.7%
1Y
4.8%

Sysco Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

May 02
Sysco Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
USFD
US$93.04
US Foods Holding
7D
2.2%
1Y
35.9%
CHEF
US$78.83
Chefs' Warehouse
7D
17.9%
1Y
29.8%
ANDE
US$79.12
Andersons
7D
4.1%
1Y
114.0%

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.
PFGC
US$88.69
Performance Food Group
7D
0.02%
1Y
7.3%

PFGC: Foodservice Share Gains Will Support Future 2026 Margin Expansion

Analysts have slightly raised the modeled fair value for Performance Food Group to about $117.83 per share, with modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions after recent Street price target cuts of $1 and $12. Analyst Commentary Recent target cuts of $1 and $12 suggest that analysts are recalibrating expectations rather than completely changing their views on Performance Food Group.
WILC
US$32.20
G. Willi-Food International
7D
4.0%
1Y
108.8%