Narrative Update • Jun 07

Over the last 7 days, the Food Distributors industry has risen 5.2%, driven by gains in Sysco and US Foods Holding of 4.4% and 8.4%, respectively. This means that the industry has gained 16% over the past year. 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 |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | US$81.7b | US$235.3b | US$2.9b | 20.5x | 28.6x | 0.3x |
| Sat, 09 May 2026 | US$77.9b | US$235.6b | US$2.8b | 19.3x | 27.7x | 0.3x |
| Mon, 06 Apr 2026 | US$75.1b | US$233.3b | US$2.8b | 22.4x | 26.4x | 0.3x |
| Wed, 04 Mar 2026 | US$87.3b | US$233.6b | US$2.8b | 26.6x | 31x | 0.4x |
| Fri, 30 Jan 2026 | US$81.5b | US$232.4b | US$2.7b | 32.7x | 30.1x | 0.4x |
| Sun, 28 Dec 2025 | US$74.0b | US$231.8b | US$2.7b | 29.7x | 27.2x | 0.3x |
| Tue, 25 Nov 2025 | US$73.5b | US$231.8b | US$2.7b | 28.1x | 27.1x | 0.3x |
| Thu, 23 Oct 2025 | US$77.9b | US$228.8b | US$2.7b | 25.7x | 28.4x | 0.3x |
| Sat, 20 Sep 2025 | US$81.2b | US$239.0b | US$2.8b | 26.7x | 29.3x | 0.3x |
| Mon, 18 Aug 2025 | US$77.5b | US$239.0b | US$2.8b | 31.1x | 28x | 0.3x |
| Wed, 16 Jul 2025 | US$78.7b | US$235.6b | US$2.9b | 35.6x | 27.4x | 0.3x |
| Fri, 13 Jun 2025 | US$73.5b | US$235.5b | US$2.9b | 35x | 25.5x | 0.3x |
| Sun, 11 May 2025 | US$70.7b | US$234.9b | US$2.9b | 33.3x | 24.6x | 0.3x |
| Tue, 08 Apr 2025 | US$66.8b | US$232.8b | US$2.9b | 28.2x | 23.2x | 0.3x |
| Thu, 06 Mar 2025 | US$72.2b | US$232.4b | US$2.9b | 32.8x | 24.8x | 0.3x |
| Sat, 01 Feb 2025 | US$73.4b | US$230.5b | US$3.1b | 28.7x | 23.9x | 0.3x |
| Mon, 30 Dec 2024 | US$73.0b | US$229.6b | US$3.1b | 27.6x | 23.8x | 0.3x |
| Wed, 27 Nov 2024 | US$74.0b | US$229.3b | US$3.1b | 28.4x | 24.2x | 0.3x |
| Fri, 25 Oct 2024 | US$70.0b | US$228.3b | US$3.0b | 25.1x | 23.3x | 0.3x |
| Sun, 22 Sep 2024 | US$69.6b | US$227.6b | US$3.0b | 24.6x | 23.4x | 0.3x |
| Tue, 20 Aug 2024 | US$68.5b | US$227.6b | US$3.0b | 26.3x | 23x | 0.3x |
| Thu, 18 Jul 2024 | US$65.0b | US$226.7b | US$3.1b | 25.3x | 21.1x | 0.3x |
| Sat, 15 Jun 2024 | US$64.2b | US$226.7b | US$3.1b | 24.9x | 20.8x | 0.3x |
| Mon, 13 May 2024 | US$67.6b | US$226.8b | US$3.1b | 18.3x | 21.7x | 0.3x |
| Wed, 10 Apr 2024 | US$67.0b | US$226.8b | US$3.1b | 18.8x | 21.7x | 0.3x |
| Fri, 08 Mar 2024 | US$70.4b | US$226.8b | US$3.1b | 18.5x | 22.8x | 0.3x |
| Sun, 04 Feb 2024 | US$69.3b | US$227.6b | US$3.0b | 23.1x | 23.1x | 0.3x |
| Tue, 02 Jan 2024 | US$64.4b | US$226.9b | US$2.7b | 22.9x | 23.7x | 0.3x |
| Thu, 30 Nov 2023 | US$61.9b | US$226.9b | US$2.8b | 23.6x | 21.9x | 0.3x |
| Sat, 28 Oct 2023 | US$55.0b | US$226.4b | US$2.8b | 21.2x | 19.9x | 0.2x |
| Mon, 25 Sep 2023 | US$59.2b | US$226.3b | US$2.9b | 23x | 20.6x | 0.3x |
| Wed, 23 Aug 2023 | US$60.3b | US$225.9b | US$2.9b | 22.5x | 21x | 0.3x |
| Fri, 21 Jul 2023 | US$64.5b | US$224.7b | US$2.5b | 28.5x | 26.1x | 0.3x |
| Sun, 18 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 | -4.05% | |
| Consumer Staples | 3.68% | |
| Food and Staples Retail | 3.24% | |
| Food Distributors | 5.18% | |
| Food Retail | 8.03% | |
| Big Box Super Stores | 2.82% | |
| Drug Retail | -9.58% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SYY Sysco | US$78.54 | 4.4% +US$1.6b | 5.1% | PE21.6x | |
| USFD US Foods Holding | US$90.18 | 8.4% +US$1.5b | 18.7% | PE29.3x | |
| PFGC Performance Food Group | US$100.74 | 4.4% +US$659.8m | 16.2% | PE48.2x | |
| CHEF Chefs' Warehouse | US$85.27 | 9.8% +US$309.1m | 38.9% | PE43.8x | |
| ANDE Andersons | US$74.24 | 1.8% +US$44.9m | 109.6% | PE19.5x |