Narrative Update • Jun 07

In the last week, the Food Distributors industry is up 3.4%, with Sysco leading the way, up 3.7%. In the last 12 months, the industry was up 11%. Looking forward, earnings are forecast to grow by 18% annually.
Has the U.S. Food Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | US$80.5b | US$235.3b | US$2.9b | 20.1x | 28.2x | 0.3x |
| Fri, 08 May 2026 | US$78.4b | US$234.4b | US$2.8b | 19x | 27.8x | 0.3x |
| Sun, 05 Apr 2026 | US$75.1b | US$233.3b | US$2.8b | 22.4x | 26.4x | 0.3x |
| Tue, 03 Mar 2026 | US$88.2b | US$233.6b | US$2.8b | 26.3x | 31.3x | 0.4x |
| Thu, 29 Jan 2026 | US$81.8b | US$232.4b | US$2.7b | 32.9x | 30.2x | 0.4x |
| Sat, 27 Dec 2025 | US$74.0b | US$231.8b | US$2.7b | 29.7x | 27.2x | 0.3x |
| Mon, 24 Nov 2025 | US$74.5b | US$231.8b | US$2.7b | 28x | 27.5x | 0.3x |
| Wed, 22 Oct 2025 | US$78.4b | US$228.8b | US$2.7b | 25.1x | 28.6x | 0.3x |
| Fri, 19 Sep 2025 | US$81.6b | US$239.0b | US$2.8b | 26.7x | 29.4x | 0.3x |
| Sun, 17 Aug 2025 | US$77.5b | US$239.0b | US$2.8b | 31.1x | 28x | 0.3x |
| Tue, 15 Jul 2025 | US$77.6b | US$235.6b | US$2.9b | 36x | 27x | 0.3x |
| Thu, 12 Jun 2025 | US$74.4b | US$235.5b | US$2.9b | 34.7x | 25.8x | 0.3x |
| Sat, 10 May 2025 | US$71.3b | US$234.9b | US$2.9b | 33.2x | 24.8x | 0.3x |
| Mon, 07 Apr 2025 | US$66.8b | US$232.8b | US$2.9b | 29.6x | 23.2x | 0.3x |
| Wed, 05 Mar 2025 | US$73.2b | US$232.4b | US$2.9b | 32.9x | 25.2x | 0.3x |
| Fri, 31 Jan 2025 | US$72.6b | US$230.5b | US$3.1b | 29.1x | 23.7x | 0.3x |
| Sun, 29 Dec 2024 | US$73.0b | US$229.6b | US$3.1b | 27.6x | 23.8x | 0.3x |
| Tue, 26 Nov 2024 | US$73.1b | US$229.3b | US$3.1b | 28.3x | 23.9x | 0.3x |
| Thu, 24 Oct 2024 | US$70.5b | US$228.3b | US$3.0b | 25x | 23.5x | 0.3x |
| Sat, 21 Sep 2024 | US$69.2b | US$227.6b | US$3.0b | 24.6x | 23.3x | 0.3x |
| Mon, 19 Aug 2024 | US$68.5b | US$227.6b | US$3.0b | 26.3x | 23x | 0.3x |
| Wed, 17 Jul 2024 | US$63.8b | US$226.7b | US$3.1b | 24.8x | 20.7x | 0.3x |
| Fri, 14 Jun 2024 | US$64.2b | US$226.7b | US$3.1b | 25.1x | 20.8x | 0.3x |
| Sun, 12 May 2024 | US$67.5b | US$226.8b | US$3.1b | 18.3x | 21.7x | 0.3x |
| Tue, 09 Apr 2024 | US$66.6b | US$226.8b | US$3.1b | 18.9x | 21.5x | 0.3x |
| Thu, 07 Mar 2024 | US$69.7b | US$226.9b | US$3.1b | 18.3x | 22.3x | 0.3x |
| Sat, 03 Feb 2024 | US$69.3b | US$227.6b | US$3.0b | 23.1x | 23.1x | 0.3x |
| Mon, 01 Jan 2024 | US$64.4b | US$226.9b | US$2.7b | 22.9x | 23.7x | 0.3x |
| Wed, 29 Nov 2023 | US$62.2b | US$226.9b | US$2.8b | 23.6x | 22x | 0.3x |
| Fri, 27 Oct 2023 | US$55.6b | US$226.4b | US$2.8b | 21.2x | 20.1x | 0.2x |
| Sun, 24 Sep 2023 | US$59.2b | US$226.3b | US$2.9b | 23x | 20.6x | 0.3x |
| Tue, 22 Aug 2023 | US$61.3b | US$225.9b | US$2.9b | 22.5x | 21.4x | 0.3x |
| Thu, 20 Jul 2023 | US$63.8b | US$224.7b | US$2.5b | 28.4x | 25.8x | 0.3x |
| Sat, 17 Jun 2023 | US$61.7b | US$224.7b | US$2.5b | 27.2x | 25x | 0.3x |
25x
How does U.S. Food Distributors compare with similar industries?
| US Market | -3.33% | |
| Consumer Staples | 3.23% | |
| Food and Staples Retail | 3.85% | |
| Food Distributors | 4.90% | |
| Big Box Super Stores | 3.88% | |
| Food Retail | 2.73% | |
| Drug Retail | -11.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| USFD US Foods Holding | US$89.25 | 10.6% +US$1.9b | 16.0% | PE29x | |
| SYY Sysco | US$77.55 | 4.7% +US$1.6b | 2.7% | PE21.3x | |
| PFGC Performance Food Group | US$99.76 | 3.7% +US$557.7m | 13.8% | PE47.7x | |
| CHEF Chefs' Warehouse | US$82.69 | 6.4% +US$204.3m | 32.0% | PE42.4x |