Narrative Update • May 29

Over the last 7 days, the Food Distributors industry has risen 1.2%, driven by gains from Performance Food Group of 4.9%. In the last 12 months, the industry was up 8.8%. 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 |
|---|---|---|---|---|---|---|
| Sun, 31 May 2026 | US$78.9b | US$235.6b | US$2.8b | 19.7x | 28x | 0.3x |
| Tue, 28 Apr 2026 | US$80.1b | US$233.4b | US$2.8b | 23.4x | 28.1x | 0.3x |
| Thu, 26 Mar 2026 | US$80.6b | US$233.4b | US$2.8b | 26.4x | 28.3x | 0.3x |
| Sat, 21 Feb 2026 | US$87.5b | US$233.0b | US$2.9b | 27.8x | 30.4x | 0.4x |
| Mon, 19 Jan 2026 | US$79.5b | US$231.8b | US$2.7b | 31.6x | 29.2x | 0.3x |
| Wed, 17 Dec 2025 | US$75.0b | US$231.7b | US$2.7b | 27.9x | 27.5x | 0.3x |
| Fri, 14 Nov 2025 | US$74.7b | US$231.8b | US$2.7b | 25x | 27.5x | 0.3x |
| Sun, 12 Oct 2025 | US$76.9b | US$228.8b | US$2.7b | 25.6x | 28.1x | 0.3x |
| Tue, 09 Sep 2025 | US$80.7b | US$239.0b | US$2.8b | 31.9x | 29.2x | 0.3x |
| Thu, 07 Aug 2025 | US$79.1b | US$236.6b | US$2.8b | 37.2x | 28.6x | 0.3x |
| Sat, 05 Jul 2025 | US$76.2b | US$235.6b | US$2.9b | 34.4x | 26.5x | 0.3x |
| Mon, 02 Jun 2025 | US$74.6b | US$234.9b | US$2.9b | 36x | 26x | 0.3x |
| Wed, 30 Apr 2025 | US$68.2b | US$233.0b | US$2.9b | 32.4x | 23.9x | 0.3x |
| Fri, 28 Mar 2025 | US$69.5b | US$232.8b | US$2.9b | 31.5x | 24.2x | 0.3x |
| Sun, 23 Feb 2025 | US$72.2b | US$232.4b | US$2.9b | 33x | 24.8x | 0.3x |
| Tue, 21 Jan 2025 | US$72.0b | US$229.7b | US$3.1b | 27.7x | 23.4x | 0.3x |
| Thu, 19 Dec 2024 | US$74.2b | US$229.6b | US$3.1b | 27x | 24.1x | 0.3x |
| Sat, 16 Nov 2024 | US$71.3b | US$229.3b | US$3.1b | 26.2x | 23.3x | 0.3x |
| Mon, 14 Oct 2024 | US$70.0b | US$228.3b | US$3.0b | 26.6x | 23.3x | 0.3x |
| Wed, 11 Sep 2024 | US$69.0b | US$227.6b | US$3.0b | 25.5x | 23.2x | 0.3x |
| Fri, 09 Aug 2024 | US$64.6b | US$226.4b | US$2.9b | 24.5x | 21.9x | 0.3x |
| Sun, 07 Jul 2024 | US$62.6b | US$226.7b | US$3.1b | 24.5x | 20.3x | 0.3x |
| Tue, 04 Jun 2024 | US$65.3b | US$226.8b | US$3.1b | 25x | 21x | 0.3x |
| Thu, 02 May 2024 | US$64.8b | US$227.5b | US$3.1b | 18x | 21x | 0.3x |
| Sat, 30 Mar 2024 | US$70.6b | US$226.8b | US$3.1b | 19.3x | 22.8x | 0.3x |
| Mon, 26 Feb 2024 | US$69.8b | US$226.9b | US$3.1b | 18.4x | 22.4x | 0.3x |
| Wed, 24 Jan 2024 | US$65.8b | US$226.9b | US$2.7b | 23.4x | 24.2x | 0.3x |
| Fri, 22 Dec 2023 | US$64.0b | US$226.9b | US$2.7b | 22.9x | 23.5x | 0.3x |
| Sun, 19 Nov 2023 | US$60.7b | US$226.9b | US$2.8b | 22.9x | 21.5x | 0.3x |
| Tue, 17 Oct 2023 | US$54.2b | US$226.4b | US$2.8b | 20.7x | 19.6x | 0.2x |
| Thu, 14 Sep 2023 | US$59.3b | US$225.9b | US$2.9b | 21.7x | 20.7x | 0.3x |
| Sat, 12 Aug 2023 | US$61.2b | US$225.5b | US$2.8b | 24.1x | 22x | 0.3x |
| Mon, 10 Jul 2023 | US$63.6b | US$224.7b | US$2.5b | 29.2x | 25.7x | 0.3x |
| Wed, 07 Jun 2023 | US$61.9b | US$224.3b | US$2.5b | 23.9x | 24.4x | 0.3x |
24.4x
How does U.S. Food Distributors compare with similar industries?
| US Market | 1.47% | |
| Consumer Staples | -2.70% | |
| Food and Staples Retail | -3.96% | |
| Food Distributors | 1.16% | |
| Big Box Super Stores | -4.10% | |
| Food Retail | -5.65% | |
| Drug Retail | -8.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PFGC Performance Food Group | US$98.19 | 4.9% +US$716.3m | 9.6% | PE47x | |
| USFD US Foods Holding | US$81.85 | 1.7% +US$303.9m | 3.5% | PE26.6x | |
| UNFI United Natural Foods | US$51.35 | 4.1% +US$123.9m | 68.0% | PS0.1x | |
| WILC G. Willi-Food International | US$36.90 | 1.9% +US$9.8m | 130.9% | PE15.9x | |
| CHEF Chefs' Warehouse | US$76.54 | 0.1% +US$3.3m | 20.0% | PE39.3x |