Narrative Update • May 22

The Food Distributors industry has stayed flat over the last week. As for the the longer term, the industry is up 9.5% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Fri, 29 May 2026 | US$78.7b | US$235.6b | US$2.8b | 19.8x | 28x | 0.3x |
| Sun, 26 Apr 2026 | US$80.1b | US$233.4b | US$2.8b | 23.6x | 28.1x | 0.3x |
| Tue, 24 Mar 2026 | US$78.9b | US$233.4b | US$2.8b | 25.1x | 27.7x | 0.3x |
| Thu, 19 Feb 2026 | US$87.8b | US$233.0b | US$2.9b | 27.6x | 30.6x | 0.4x |
| Sat, 17 Jan 2026 | US$79.4b | US$231.8b | US$2.7b | 31.6x | 29.1x | 0.3x |
| Mon, 15 Dec 2025 | US$74.3b | US$231.7b | US$2.7b | 27.7x | 27.2x | 0.3x |
| Wed, 12 Nov 2025 | US$74.8b | US$231.8b | US$2.7b | 26x | 27.5x | 0.3x |
| Fri, 10 Oct 2025 | US$77.4b | US$228.8b | US$2.7b | 25.5x | 28.3x | 0.3x |
| Sun, 07 Sep 2025 | US$80.8b | US$239.0b | US$2.8b | 29.1x | 29.2x | 0.3x |
| Tue, 05 Aug 2025 | US$80.1b | US$236.2b | US$2.8b | 36.6x | 28.6x | 0.3x |
| Thu, 03 Jul 2025 | US$75.9b | US$235.6b | US$2.9b | 34.1x | 26.4x | 0.3x |
| Sat, 31 May 2025 | US$74.1b | US$234.9b | US$2.9b | 36x | 25.8x | 0.3x |
| Mon, 28 Apr 2025 | US$68.3b | US$232.8b | US$2.9b | 32x | 23.8x | 0.3x |
| Wed, 26 Mar 2025 | US$68.9b | US$232.8b | US$2.9b | 31x | 24x | 0.3x |
| Fri, 21 Feb 2025 | US$72.3b | US$232.4b | US$2.9b | 34.1x | 24.9x | 0.3x |
| Sun, 19 Jan 2025 | US$72.0b | US$229.7b | US$3.1b | 27.7x | 23.4x | 0.3x |
| Tue, 17 Dec 2024 | US$75.7b | US$229.7b | US$3.1b | 27.9x | 24.6x | 0.3x |
| Thu, 14 Nov 2024 | US$72.7b | US$229.3b | US$3.1b | 23.2x | 23.8x | 0.3x |
| Sat, 12 Oct 2024 | US$69.2b | US$228.3b | US$3.0b | 26.6x | 23x | 0.3x |
| Mon, 09 Sep 2024 | US$69.2b | US$227.6b | US$3.0b | 25.6x | 23.3x | 0.3x |
| Wed, 07 Aug 2024 | US$64.2b | US$227.6b | US$3.0b | 23.8x | 21.6x | 0.3x |
| Fri, 05 Jul 2024 | US$63.1b | US$226.7b | US$3.1b | 24.8x | 20.5x | 0.3x |
| Sun, 02 Jun 2024 | US$65.3b | US$226.8b | US$3.1b | 25.7x | 21x | 0.3x |
| Tue, 30 Apr 2024 | US$66.6b | US$226.8b | US$3.1b | 18.8x | 21.6x | 0.3x |
| Thu, 28 Mar 2024 | US$71.3b | US$226.8b | US$3.1b | 19.4x | 23.1x | 0.3x |
| Sat, 24 Feb 2024 | US$69.8b | US$226.9b | US$3.1b | 18.4x | 22.4x | 0.3x |
| Mon, 22 Jan 2024 | US$65.6b | US$226.9b | US$2.7b | 23.5x | 24.1x | 0.3x |
| Wed, 20 Dec 2023 | US$64.2b | US$226.9b | US$2.7b | 22.8x | 23.6x | 0.3x |
| Fri, 17 Nov 2023 | US$60.7b | US$226.9b | US$2.8b | 22.7x | 21.5x | 0.3x |
| Sun, 15 Oct 2023 | US$54.1b | US$226.4b | US$2.8b | 20.7x | 19.6x | 0.2x |
| Tue, 12 Sep 2023 | US$59.5b | US$225.9b | US$2.9b | 21.9x | 20.8x | 0.3x |
| Thu, 10 Aug 2023 | US$62.4b | US$225.3b | US$2.7b | 28.5x | 23.4x | 0.3x |
| Sat, 08 Jul 2023 | US$63.6b | US$224.7b | US$2.5b | 29.2x | 25.7x | 0.3x |
| Mon, 05 Jun 2023 | US$61.6b | US$224.3b | US$2.5b | 23.8x | 24.3x | 0.3x |
24.3x
How does U.S. Food Distributors compare with similar industries?
| US Market | 1.83% | |
| Consumer Staples | -1.07% | |
| Food and Staples Retail | -2.56% | |
| Food Distributors | -0.052% | |
| Big Box Super Stores | -2.59% | |
| Drug Retail | -3.49% | |
| Food Retail | -3.95% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PFGC Performance Food Group | US$97.21 | 2.1% +US$318.9m | 8.9% | PE46.5x | |
| UNFI United Natural Foods | US$52.46 | 5.1% +US$155.5m | 69.8% | PS0.1x | |
| ANDE Andersons | US$71.42 | 1.6% +US$38.8m | 99.9% | PE18.7x | |
| HFFG HF Foods Group | US$2.03 | 5.2% +US$5.3m | -47.7% | PS0.09x | |
| WILC G. Willi-Food International | US$36.45 | 0.7% +US$3.5m | 128.1% | PE15.7x |