Narrative Update • May 29

In the last week, the Food Distributors industry is up 1.2%, with Performance Food Group up 4.9%. This takes the industry's 12 month performance to a gain of 8.8%. 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 |
|---|---|---|---|---|---|---|
| Mon, 01 Jun 2026 | US$79.0b | US$235.6b | US$2.8b | 19.7x | 28.1x | 0.3x |
| Wed, 29 Apr 2026 | US$78.8b | US$234.3b | US$2.8b | 23.6x | 28.3x | 0.3x |
| Fri, 27 Mar 2026 | US$81.6b | US$233.3b | US$2.8b | 26.5x | 28.7x | 0.3x |
| Sun, 22 Feb 2026 | US$87.8b | US$233.0b | US$2.9b | 27.8x | 30.6x | 0.4x |
| Tue, 20 Jan 2026 | US$79.5b | US$231.8b | US$2.7b | 31.6x | 29.2x | 0.3x |
| Thu, 18 Dec 2025 | US$75.2b | US$231.7b | US$2.7b | 28x | 27.6x | 0.3x |
| Sat, 15 Nov 2025 | US$73.9b | US$231.8b | US$2.7b | 25.3x | 27.2x | 0.3x |
| Mon, 13 Oct 2025 | US$76.9b | US$228.8b | US$2.7b | 25.6x | 28.1x | 0.3x |
| Wed, 10 Sep 2025 | US$79.8b | US$239.0b | US$2.8b | 31.8x | 28.9x | 0.3x |
| Fri, 08 Aug 2025 | US$80.9b | US$236.6b | US$2.8b | 35.2x | 29.2x | 0.3x |
| Sun, 06 Jul 2025 | US$76.2b | US$235.6b | US$2.9b | 34.4x | 26.5x | 0.3x |
| Tue, 03 Jun 2025 | US$74.6b | US$234.9b | US$2.9b | 35.9x | 26x | 0.3x |
| Thu, 01 May 2025 | US$68.0b | US$233.0b | US$2.9b | 32.5x | 23.9x | 0.3x |
| Sat, 29 Mar 2025 | US$70.1b | US$232.8b | US$2.9b | 31.2x | 24.4x | 0.3x |
| Mon, 24 Feb 2025 | US$72.2b | US$232.4b | US$2.9b | 33x | 24.8x | 0.3x |
| Wed, 22 Jan 2025 | US$72.0b | US$229.7b | US$3.1b | 28x | 23.4x | 0.3x |
| Fri, 20 Dec 2024 | US$72.8b | US$229.6b | US$3.1b | 27.1x | 23.7x | 0.3x |
| Sun, 17 Nov 2024 | US$70.6b | US$229.3b | US$3.1b | 26.2x | 23.1x | 0.3x |
| Tue, 15 Oct 2024 | US$70.0b | US$228.3b | US$3.0b | 26.6x | 23.3x | 0.3x |
| Thu, 12 Sep 2024 | US$68.0b | US$227.6b | US$3.0b | 25.5x | 22.9x | 0.3x |
| Sat, 10 Aug 2024 | US$65.0b | US$227.1b | US$3.0b | 23.8x | 21.9x | 0.3x |
| Mon, 08 Jul 2024 | US$62.6b | US$226.7b | US$3.1b | 24.5x | 20.3x | 0.3x |
| Wed, 05 Jun 2024 | US$65.8b | US$226.7b | US$3.1b | 25.6x | 21.1x | 0.3x |
| Fri, 03 May 2024 | US$64.4b | US$227.5b | US$3.1b | 18.3x | 20.9x | 0.3x |
| Sun, 31 Mar 2024 | US$70.6b | US$226.8b | US$3.1b | 19.3x | 22.8x | 0.3x |
| Tue, 27 Feb 2024 | US$70.0b | US$226.9b | US$3.1b | 18.4x | 22.4x | 0.3x |
| Thu, 25 Jan 2024 | US$65.7b | US$226.9b | US$2.7b | 23.1x | 24.2x | 0.3x |
| Sat, 23 Dec 2023 | US$64.5b | US$226.9b | US$2.7b | 23x | 23.7x | 0.3x |
| Mon, 20 Nov 2023 | US$61.0b | US$226.9b | US$2.8b | 22.9x | 21.6x | 0.3x |
| Wed, 18 Oct 2023 | US$55.9b | US$226.4b | US$2.8b | 21.7x | 20.2x | 0.2x |
| Fri, 15 Sep 2023 | US$59.4b | US$226.1b | US$2.9b | 21.9x | 20.7x | 0.3x |
| Sun, 13 Aug 2023 | US$61.2b | US$225.5b | US$2.8b | 24.1x | 22x | 0.3x |
| Tue, 11 Jul 2023 | US$63.5b | US$224.7b | US$2.5b | 29.2x | 25.7x | 0.3x |
| Thu, 08 Jun 2023 | US$61.9b | US$224.7b | US$2.5b | 27.1x | 25x | 0.3x |
25x
How does U.S. Food Distributors compare with similar industries?
| US Market | 1.58% | |
| Consumer Staples | -2.67% | |
| Food and Staples Retail | -3.92% | |
| Food Distributors | 1.17% | |
| Big Box Super Stores | -4.06% | |
| Food Retail | -5.59% | |
| Drug Retail | -8.57% | |
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 | 10.1% | PE47x | |
| USFD US Foods Holding | US$81.85 | 1.7% +US$303.9m | 3.8% | PE26.6x | |
| UNFI United Natural Foods | US$51.35 | 4.1% +US$123.9m | 62.8% | PS0.1x | |
| WILC G. Willi-Food International | US$36.90 | 1.9% +US$9.8m | 133.2% | PE15.9x | |
| CHEF Chefs' Warehouse | US$76.54 | 0.1% +US$3.3m | 18.5% | PE39.3x |