Narrative Update • Jun 14

US Foods Holding is up 7.5%, leading the way for the Food Distributors industry, which has gained 4.8%. During this same period, the United Natural Foods underperformed, falling 9.2%. In the last 12 months, the industry was up 18%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | US$84.6b | US$235.3b | US$2.9b | 20.3x | 29.6x | 0.4x |
| Wed, 13 May 2026 | US$77.5b | US$235.6b | US$2.8b | 19.3x | 27.5x | 0.3x |
| Fri, 10 Apr 2026 | US$78.4b | US$233.3b | US$2.8b | 23.1x | 27.5x | 0.3x |
| Sun, 08 Mar 2026 | US$82.0b | US$233.6b | US$2.8b | 26x | 29.1x | 0.4x |
| Tue, 03 Feb 2026 | US$81.3b | US$232.4b | US$2.7b | 33x | 30x | 0.3x |
| Thu, 01 Jan 2026 | US$73.6b | US$231.8b | US$2.7b | 29.8x | 27x | 0.3x |
| Sat, 29 Nov 2025 | US$76.2b | US$231.8b | US$2.7b | 27.6x | 28.1x | 0.3x |
| Mon, 27 Oct 2025 | US$76.4b | US$228.8b | US$2.7b | 25.2x | 27.9x | 0.3x |
| Wed, 24 Sep 2025 | US$78.5b | US$229.3b | US$2.8b | 26.6x | 28.2x | 0.3x |
| Fri, 22 Aug 2025 | US$79.3b | US$239.0b | US$2.8b | 33.9x | 28.7x | 0.3x |
| Sun, 20 Jul 2025 | US$79.7b | US$235.6b | US$2.9b | 36.5x | 27.7x | 0.3x |
| Tue, 17 Jun 2025 | US$73.0b | US$235.6b | US$2.9b | 33.7x | 25.4x | 0.3x |
| Thu, 15 May 2025 | US$71.8b | US$234.9b | US$2.9b | 34.7x | 25x | 0.3x |
| Sat, 12 Apr 2025 | US$66.4b | US$232.8b | US$2.9b | 29.2x | 23.1x | 0.3x |
| Mon, 10 Mar 2025 | US$71.5b | US$232.4b | US$2.9b | 31.4x | 24.6x | 0.3x |
| Wed, 05 Feb 2025 | US$72.5b | US$230.5b | US$3.1b | 29.1x | 23.7x | 0.3x |
| Fri, 03 Jan 2025 | US$72.6b | US$229.6b | US$3.1b | 27.3x | 23.6x | 0.3x |
| Sun, 01 Dec 2024 | US$74.0b | US$229.3b | US$3.1b | 28.3x | 24.2x | 0.3x |
| Tue, 29 Oct 2024 | US$69.7b | US$228.3b | US$3.0b | 24.6x | 23.2x | 0.3x |
| Thu, 26 Sep 2024 | US$70.3b | US$227.6b | US$3.0b | 23.9x | 23.6x | 0.3x |
| Sat, 24 Aug 2024 | US$69.2b | US$227.6b | US$3.0b | 26.7x | 23.3x | 0.3x |
| Mon, 22 Jul 2024 | US$65.1b | US$226.7b | US$3.1b | 24.8x | 21.1x | 0.3x |
| Wed, 19 Jun 2024 | US$65.4b | US$226.7b | US$3.1b | 25.5x | 21.2x | 0.3x |
| Fri, 17 May 2024 | US$67.7b | US$226.8b | US$3.1b | 22.5x | 21.7x | 0.3x |
| Sun, 14 Apr 2024 | US$67.1b | US$226.8b | US$3.1b | 18.6x | 21.7x | 0.3x |
| Tue, 12 Mar 2024 | US$69.6b | US$226.8b | US$3.1b | 18.6x | 22.5x | 0.3x |
| Thu, 08 Feb 2024 | US$68.2b | US$227.4b | US$3.0b | 22.6x | 22.8x | 0.3x |
| Sat, 06 Jan 2024 | US$65.4b | US$226.9b | US$2.7b | 23.5x | 24.1x | 0.3x |
| Mon, 04 Dec 2023 | US$62.9b | US$226.9b | US$2.8b | 24.1x | 22.3x | 0.3x |
| Wed, 01 Nov 2023 | US$57.0b | US$226.9b | US$2.8b | 21.9x | 20.3x | 0.3x |
| Fri, 29 Sep 2023 | US$57.7b | US$226.4b | US$2.8b | 22.9x | 20.8x | 0.3x |
| Sun, 27 Aug 2023 | US$59.9b | US$225.9b | US$2.9b | 22.3x | 20.9x | 0.3x |
| Tue, 25 Jul 2023 | US$64.7b | US$224.7b | US$2.5b | 29.3x | 26.2x | 0.3x |
| Thu, 22 Jun 2023 | US$61.4b | US$224.7b | US$2.5b | 27.2x | 24.8x | 0.3x |
24.8x
How does U.S. Food Distributors compare with similar industries?
| US Market | 0.50% | |
| Consumer Staples | 2.68% | |
| Food and Staples Retail | 1.85% | |
| Food Distributors | 4.75% | |
| Drug Retail | 8.26% | |
| Food Retail | 5.96% | |
| Big Box Super Stores | 1.41% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| USFD US Foods Holding | US$93.32 | 7.5% +US$1.4b | 21.7% | PE30.4x | |
| SYY Sysco | US$79.19 | 3.5% +US$1.3b | 5.9% | PE21.8x | |
| PFGC Performance Food Group | US$104.07 | 6.9% +US$1.1b | 18.9% | PE49.8x | |
| CHEF Chefs' Warehouse | US$90.75 | 12.2% +US$401.7m | 43.6% | PE46.6x | |
| WILC G. Willi-Food International | US$34.49 | 3.0% +US$13.9m | 107.8% | PE15.4x |