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 9.1% over the past 12 months. As for the next few years, earnings are expected to grow by 18% per annum.
Has the U.S. Food Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 27 May 2026 | US$78.1b | US$235.6b | US$2.8b | 19.7x | 27.7x | 0.3x |
| Fri, 24 Apr 2026 | US$79.6b | US$233.3b | US$2.8b | 23.6x | 28x | 0.3x |
| Sun, 22 Mar 2026 | US$78.9b | US$233.3b | US$2.8b | 24.9x | 27.7x | 0.3x |
| Tue, 17 Feb 2026 | US$88.9b | US$233.6b | US$2.9b | 31x | 31.2x | 0.4x |
| Thu, 15 Jan 2026 | US$75.6b | US$231.8b | US$2.7b | 31.2x | 27.7x | 0.3x |
| Sat, 13 Dec 2025 | US$74.5b | US$231.7b | US$2.7b | 27.7x | 27.3x | 0.3x |
| Mon, 10 Nov 2025 | US$75.0b | US$231.8b | US$2.7b | 26.2x | 27.7x | 0.3x |
| Wed, 08 Oct 2025 | US$78.3b | US$228.8b | US$2.7b | 26x | 28.6x | 0.3x |
| Fri, 05 Sep 2025 | US$79.5b | US$239.0b | US$2.8b | 29.1x | 28.7x | 0.3x |
| Sun, 03 Aug 2025 | US$80.1b | US$236.2b | US$2.8b | 36.6x | 28.6x | 0.3x |
| Tue, 01 Jul 2025 | US$74.6b | US$235.6b | US$2.9b | 33.8x | 25.9x | 0.3x |
| Thu, 29 May 2025 | US$73.3b | US$234.9b | US$2.9b | 35.5x | 25.6x | 0.3x |
| Sat, 26 Apr 2025 | US$69.4b | US$232.8b | US$2.9b | 32x | 24.1x | 0.3x |
| Mon, 24 Mar 2025 | US$68.0b | US$232.8b | US$2.9b | 31x | 23.7x | 0.3x |
| Wed, 19 Feb 2025 | US$72.1b | US$232.5b | US$2.9b | 34.9x | 24.8x | 0.3x |
| Fri, 17 Jan 2025 | US$72.3b | US$229.6b | US$3.1b | 27.6x | 23.5x | 0.3x |
| Sun, 15 Dec 2024 | US$75.7b | US$229.6b | US$3.1b | 28.2x | 24.6x | 0.3x |
| Tue, 12 Nov 2024 | US$72.8b | US$229.3b | US$3.1b | 27.3x | 23.8x | 0.3x |
| Thu, 10 Oct 2024 | US$70.0b | US$228.3b | US$3.0b | 26.2x | 23.3x | 0.3x |
| Sat, 07 Sep 2024 | US$69.2b | US$227.6b | US$3.0b | 25.6x | 23.3x | 0.3x |
| Mon, 05 Aug 2024 | US$66.7b | US$227.6b | US$3.0b | 25.3x | 22.5x | 0.3x |
| Wed, 03 Jul 2024 | US$63.0b | US$226.7b | US$3.1b | 24.8x | 20.4x | 0.3x |
| Fri, 31 May 2024 | US$64.3b | US$226.8b | US$3.1b | 25.3x | 20.7x | 0.3x |
| Sun, 28 Apr 2024 | US$66.6b | US$226.8b | US$3.1b | 18.7x | 21.6x | 0.3x |
| Tue, 26 Mar 2024 | US$70.9b | US$226.8b | US$3.1b | 19.1x | 22.9x | 0.3x |
| Thu, 22 Feb 2024 | US$68.6b | US$226.9b | US$3.1b | 18.8x | 22x | 0.3x |
| Sat, 20 Jan 2024 | US$65.7b | US$226.9b | US$2.7b | 23.5x | 24.2x | 0.3x |
| Mon, 18 Dec 2023 | US$63.6b | US$226.9b | US$2.7b | 22.5x | 23.4x | 0.3x |
| Wed, 15 Nov 2023 | US$58.9b | US$226.9b | US$2.8b | 23x | 20.8x | 0.3x |
| Fri, 13 Oct 2023 | US$55.2b | US$226.4b | US$2.8b | 20.6x | 19.9x | 0.2x |
| Sun, 10 Sep 2023 | US$59.4b | US$225.9b | US$2.9b | 21.9x | 20.7x | 0.3x |
| Tue, 08 Aug 2023 | US$62.9b | US$225.3b | US$2.7b | 28.9x | 23.6x | 0.3x |
| Thu, 06 Jul 2023 | US$63.5b | US$224.7b | US$2.5b | 29.2x | 25.7x | 0.3x |
| Sat, 03 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 | 2.46% | |
| Consumer Staples | -5.07% | |
| Food and Staples Retail | -9.33% | |
| Food Distributors | 0.12% | |
| Drug Retail | -0.22% | |
| Food Retail | -6.14% | |
| Big Box Super Stores | -9.98% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SYY Sysco | US$75.32 | 0.2% +US$62.2m | 4.2% | PE20.7x | |
| ANDE Andersons | US$71.35 | 2.0% +US$47.9m | 104.0% | PE18.7x | |
| WILC G. Willi-Food International | US$36.02 | 2.7% +US$13.4m | 126.4% | PE15.7x | |
| USFD US Foods Holding | US$81.30 | 0.06% +US$11.0m | 4.8% | PE26.4x | |
| HFFG HF Foods Group | US$2.10 | 5.0% +US$5.3m | -46.6% | PS0.09x |