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U.S. Food Distributors Industry Analysis

UpdatedSep 16, 2026
DataAggregated Company Financials
Companies17
  • 7D-4.5%
  • 3M-2.5%
  • 1Y4.0%
  • YTDn/a

Over the last 7 days, the Food Distributors industry has dropped 4.5%, driven by a pullback from US Foods Holding of 11%. This takes the industry's 12 month performance to a gain of 4.0%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the U.S. Food Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 16 Sep 2026US$85.5bUS$237.8bUS$3.1b21.7x27.3x0.4x
Fri, 14 Aug 2026US$91.7bUS$240.8bUS$3.1b18.7x29.8x0.4x
Sun, 12 Jul 2026US$90.0bUS$235.3bUS$2.9b21x31.5x0.4x
Tue, 09 Jun 2026US$80.1bUS$235.6bUS$2.8b20.2x28.5x0.3x
Thu, 07 May 2026US$78.4bUS$234.4bUS$2.8b19x27.8x0.3x
Sat, 04 Apr 2026US$75.1bUS$233.3bUS$2.8b22.4x26.4x0.3x
Mon, 02 Mar 2026US$88.2bUS$233.6bUS$2.8b26.3x31.3x0.4x
Wed, 28 Jan 2026US$76.3bUS$231.8bUS$2.7b33.2x28x0.3x
Fri, 26 Dec 2025US$74.0bUS$231.8bUS$2.7b27.7x27.2x0.3x
Sun, 23 Nov 2025US$74.5bUS$231.8bUS$2.7b28x27.5x0.3x
Tue, 21 Oct 2025US$78.4bUS$228.8bUS$2.7b26x28.6x0.3x
Thu, 18 Sep 2025US$80.2bUS$239.0bUS$2.8b26.8x28.9x0.3x
Sat, 16 Aug 2025US$78.9bUS$239.0bUS$2.8b31.1x28.5x0.3x
Mon, 14 Jul 2025US$77.6bUS$235.6bUS$2.9b35.4x27x0.3x
Wed, 11 Jun 2025US$74.5bUS$234.9bUS$2.9b35.1x26x0.3x
Fri, 09 May 2025US$69.5bUS$234.5bUS$2.8b34.5x24.5x0.3x
Sun, 06 Apr 2025US$66.8bUS$232.8bUS$2.9b29.6x23.2x0.3x
Tue, 04 Mar 2025US$74.1bUS$232.4bUS$2.9b33.5x25.5x0.3x
Thu, 30 Jan 2025US$72.5bUS$230.5bUS$3.1b29x23.7x0.3x
Sat, 28 Dec 2024US$73.4bUS$229.6bUS$3.1b27.6x23.9x0.3x
Mon, 25 Nov 2024US$73.1bUS$229.3bUS$3.1b28.1x23.9x0.3x
Wed, 23 Oct 2024US$70.5bUS$228.3bUS$3.0b24.6x23.5x0.3x
Fri, 20 Sep 2024US$68.8bUS$227.6bUS$3.0b24.4x23.1x0.3x
Sun, 18 Aug 2024US$68.5bUS$227.6bUS$3.0b26.3x23x0.3x
Tue, 16 Jul 2024US$63.9bUS$226.7bUS$3.1b24.5x20.7x0.3x
Thu, 13 Jun 2024US$64.7bUS$226.7bUS$3.1b25.4x21x0.3x
Sat, 11 May 2024US$67.0bUS$226.8bUS$3.1b18.3x21.5x0.3x
Mon, 08 Apr 2024US$66.6bUS$226.8bUS$3.1b18.8x21.5x0.3x
Wed, 06 Mar 2024US$69.9bUS$226.9bUS$3.1b18.4x22.4x0.3x
Fri, 02 Feb 2024US$69.7bUS$227.6bUS$3.0b23.2x23.3x0.3x
Sun, 31 Dec 2023US$64.4bUS$226.9bUS$2.7b22.9x23.7x0.3x
Tue, 28 Nov 2023US$62.1bUS$226.9bUS$2.8b23.8x22x0.3x
Thu, 26 Oct 2023US$55.7bUS$226.4bUS$2.8b21.4x20.1x0.2x
Sat, 23 Sep 2023US$59.2bUS$226.3bUS$2.9b23x20.6x0.3x
Price to Earnings Ratio

20.6x


Total Market Cap: US$59.2bTotal Earnings: US$2.9bTotal Revenue: US$226.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Distributors Industry Price to Earnings3Y Average 25.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Food Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 25.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.32x.
Past Earnings Growth
  • The earnings for companies in the Food Distributors industry have grown 2.9% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does U.S. Food Distributors compare with similar industries?

US Market-1.64%
Consumer Staples-0.31%
Food and Staples Retail-0.064%
Food Distributors-4.46%
Drug Retail6.14%
Big Box Super Stores0.43%
Food Retail-3.00%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ANDE AndersonsUS$71.270.5%
+US$11.8m		77.7%PE13.5x

Latest News

SYY
US$79.60
Sysco
7D
-0.3%
1Y
-2.4%
UNFI
US$44.81
United Natural Foods
7D
-0.3%
1Y
54.0%
USFD
US$92.01
US Foods Holding
7D
-10.7%
1Y
18.4%
Seeking Alpha • Sep 11

US Foods Holding: Great Business, Mediocre Investment

Summary US Foods Holding (USFD) delivers strong operational growth, with Q2 2026 revenue up 4.5% and significant margin expansion. USFD’s Pronto program and AI-driven initiatives are driving innovation, with Pronto revenue projected to reach $1.3B in 2026 and $1.7B in 2027. Management guides for 2026 revenue growth of 4–6%, EBITDA growth of 9–13%, and adjusted EPS up 18–24%, supported by ongoing share buybacks. Despite robust performance, USFD trades at a premium to most peers and offers only market-level upside, justifying a reaffirmed 'hold' rating. Read the full article on Seeking Alpha
CHEF
US$106.46
Chefs' Warehouse
7D
-2.2%
1Y
62.2%
Narrative Update • Sep 09

CHEF: Strong Execution And Middle East Recovery Will Test Rich Future P E Assumptions

Analysts have lifted the fair value estimate for Chefs' Warehouse from about $93.85 to roughly $104.01. This reflects higher price targets from several firms as they point to stronger recent results, improved Middle East sales trends, raised long term guidance and a higher assumed future P/E of about 30.1x.
PFGC
US$88.97
Performance Food Group
7D
-8.1%
1Y
-15.1%
Narrative Update • Aug 25

PFGC: Procurement And Productivity Gains Will Drive 2026 Profit Upside

Analysts have nudged their fair value estimate for Performance Food Group higher to about $124 per share, reflecting a blend of slightly adjusted growth and profitability assumptions, along with updated Street price targets that now range broadly from $120 to $144. Analyst Commentary Street research on Performance Food Group remains generally constructive, with most recent notes clustering in a relatively tight band of price targets between about US$120 and US$144.
ANDE
US$71.27
Andersons
7D
0.5%
1Y
77.7%
HFFG
US$1.66
HF Foods Group
7D
-4.0%
1Y
-49.7%