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 10% 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 |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | US$77.9b | US$235.6b | US$2.8b | 19.8x | 27.7x | 0.3x |
| Sat, 25 Apr 2026 | US$79.6b | US$233.4b | US$2.8b | 23.6x | 28x | 0.3x |
| Mon, 23 Mar 2026 | US$78.9b | US$233.3b | US$2.8b | 24.9x | 27.7x | 0.3x |
| Wed, 18 Feb 2026 | US$88.9b | US$233.6b | US$2.9b | 30.5x | 31.2x | 0.4x |
| Fri, 16 Jan 2026 | US$77.2b | US$231.8b | US$2.7b | 32.5x | 28.3x | 0.3x |
| Sun, 14 Dec 2025 | US$74.3b | US$231.7b | US$2.7b | 27.7x | 27.2x | 0.3x |
| Tue, 11 Nov 2025 | US$75.0b | US$231.8b | US$2.7b | 26.1x | 27.6x | 0.3x |
| Thu, 09 Oct 2025 | US$78.0b | US$228.8b | US$2.7b | 25.8x | 28.5x | 0.3x |
| Sat, 06 Sep 2025 | US$80.8b | US$239.0b | US$2.8b | 29.1x | 29.2x | 0.3x |
| Mon, 04 Aug 2025 | US$80.1b | US$236.2b | US$2.8b | 36.6x | 28.6x | 0.3x |
| Wed, 02 Jul 2025 | US$74.6b | US$235.6b | US$2.9b | 33.8x | 25.9x | 0.3x |
| Fri, 30 May 2025 | US$73.4b | US$235.0b | US$2.9b | 34.5x | 25.7x | 0.3x |
| Sun, 27 Apr 2025 | US$68.3b | US$232.8b | US$2.9b | 32x | 23.8x | 0.3x |
| Tue, 25 Mar 2025 | US$68.0b | US$232.8b | US$2.9b | 31.6x | 23.7x | 0.3x |
| Thu, 20 Feb 2025 | US$72.1b | US$232.5b | US$2.9b | 34.9x | 24.8x | 0.3x |
| Sat, 18 Jan 2025 | US$71.9b | US$229.7b | US$3.1b | 27.7x | 23.4x | 0.3x |
| Mon, 16 Dec 2024 | US$75.7b | US$229.6b | US$3.1b | 28.2x | 24.6x | 0.3x |
| Wed, 13 Nov 2024 | US$73.4b | US$229.3b | US$3.1b | 27.1x | 24x | 0.3x |
| Fri, 11 Oct 2024 | US$69.9b | US$228.3b | US$3.0b | 26.8x | 23.3x | 0.3x |
| Sun, 08 Sep 2024 | US$69.2b | US$227.6b | US$3.0b | 25.6x | 23.3x | 0.3x |
| Tue, 06 Aug 2024 | US$66.7b | US$227.6b | US$3.0b | 24.1x | 22.5x | 0.3x |
| Thu, 04 Jul 2024 | US$63.2b | US$226.7b | US$3.1b | 24.8x | 20.5x | 0.3x |
| Sat, 01 Jun 2024 | US$64.3b | US$226.8b | US$3.1b | 25.7x | 20.7x | 0.3x |
| Mon, 29 Apr 2024 | US$66.6b | US$226.8b | US$3.1b | 18.7x | 21.6x | 0.3x |
| Wed, 27 Mar 2024 | US$70.5b | US$226.8b | US$3.1b | 19.1x | 22.8x | 0.3x |
| Fri, 23 Feb 2024 | US$69.0b | US$226.9b | US$3.1b | 18.2x | 22.1x | 0.3x |
| Sun, 21 Jan 2024 | US$65.7b | US$226.9b | US$2.7b | 23.5x | 24.2x | 0.3x |
| Tue, 19 Dec 2023 | US$63.6b | US$226.9b | US$2.7b | 22.6x | 23.4x | 0.3x |
| Thu, 16 Nov 2023 | US$60.4b | US$226.9b | US$2.8b | 23x | 21.4x | 0.3x |
| Sat, 14 Oct 2023 | US$54.1b | US$226.4b | US$2.8b | 20.7x | 19.6x | 0.2x |
| Mon, 11 Sep 2023 | US$59.4b | US$225.9b | US$2.9b | 21.9x | 20.7x | 0.3x |
| Wed, 09 Aug 2023 | US$62.1b | US$225.3b | US$2.7b | 28.4x | 23.3x | 0.3x |
| Fri, 07 Jul 2023 | US$63.2b | US$224.7b | US$2.5b | 28.9x | 25.6x | 0.3x |
| Sun, 04 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 | 1.27% | |
| Consumer Staples | -3.13% | |
| Food and Staples Retail | -7.29% | |
| Food Distributors | 0.71% | |
| Drug Retail | -0.99% | |
| Food Retail | -5.17% | |
| Big Box Super Stores | -7.82% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PFGC Performance Food Group | US$96.60 | 2.1% +US$309.5m | 8.5% | PE46.2x | |
| USFD US Foods Holding | US$82.39 | 1.6% +US$279.7m | 6.2% | PE26.8x | |
| UNFI United Natural Foods | US$51.94 | 3.1% +US$94.8m | 70.7% | PS0.1x | |
| ANDE Andersons | US$72.09 | 2.0% +US$48.6m | 107.3% | PE18.9x | |
| HFFG HF Foods Group | US$2.03 | 4.1% +US$4.3m | -47.4% | PS0.09x |