Narrative Update • Jun 14

In the last week, the Food Distributors industry is up 4.8%, with Sysco leading the way, up 4.2%. This takes the industry's 12 month performance to a gain of 18%. 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 |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | US$84.6b | US$235.3b | US$2.9b | 20.1x | 29.6x | 0.4x |
| Thu, 14 May 2026 | US$77.8b | US$235.6b | US$2.8b | 19.5x | 27.6x | 0.3x |
| Sat, 11 Apr 2026 | US$78.7b | US$233.3b | US$2.8b | 22.8x | 27.6x | 0.3x |
| Mon, 09 Mar 2026 | US$82.0b | US$233.6b | US$2.8b | 26x | 29.1x | 0.4x |
| Wed, 04 Feb 2026 | US$81.0b | US$232.4b | US$2.7b | 33x | 29.9x | 0.3x |
| Fri, 02 Jan 2026 | US$73.2b | US$231.8b | US$2.7b | 29.8x | 26.8x | 0.3x |
| Sun, 30 Nov 2025 | US$76.4b | US$231.8b | US$2.7b | 27.6x | 28.2x | 0.3x |
| Tue, 28 Oct 2025 | US$76.4b | US$228.8b | US$2.7b | 25.2x | 27.9x | 0.3x |
| Thu, 25 Sep 2025 | US$79.3b | US$229.3b | US$2.8b | 26.4x | 28.5x | 0.3x |
| Sat, 23 Aug 2025 | US$78.2b | US$239.0b | US$2.8b | 34.7x | 28.3x | 0.3x |
| Mon, 21 Jul 2025 | US$79.7b | US$235.6b | US$2.9b | 36.5x | 27.7x | 0.3x |
| Wed, 18 Jun 2025 | US$73.9b | US$235.6b | US$2.9b | 33.2x | 25.7x | 0.3x |
| Fri, 16 May 2025 | US$72.3b | US$234.9b | US$2.9b | 32.7x | 25.2x | 0.3x |
| Sun, 13 Apr 2025 | US$66.9b | US$232.8b | US$2.9b | 29.2x | 23.3x | 0.3x |
| Tue, 11 Mar 2025 | US$71.5b | US$232.4b | US$2.9b | 30.2x | 24.6x | 0.3x |
| Thu, 06 Feb 2025 | US$72.4b | US$231.9b | US$3.0b | 29.2x | 23.9x | 0.3x |
| Sat, 04 Jan 2025 | US$72.2b | US$229.6b | US$3.1b | 27.5x | 23.5x | 0.3x |
| Mon, 02 Dec 2024 | US$74.0b | US$229.3b | US$3.1b | 28.3x | 24.2x | 0.3x |
| Wed, 30 Oct 2024 | US$70.4b | US$229.2b | US$3.0b | 25.5x | 23.5x | 0.3x |
| Fri, 27 Sep 2024 | US$70.6b | US$227.6b | US$3.0b | 24.8x | 23.7x | 0.3x |
| Sun, 25 Aug 2024 | US$69.3b | US$227.6b | US$3.0b | 26.7x | 23.3x | 0.3x |
| Tue, 23 Jul 2024 | US$65.1b | US$226.7b | US$3.1b | 25.1x | 21.1x | 0.3x |
| Thu, 20 Jun 2024 | US$65.1b | US$226.7b | US$3.1b | 25.5x | 21.1x | 0.3x |
| Sat, 18 May 2024 | US$68.2b | US$226.8b | US$3.1b | 24.9x | 21.9x | 0.3x |
| Mon, 15 Apr 2024 | US$65.7b | US$226.8b | US$3.1b | 18.6x | 21.2x | 0.3x |
| Wed, 13 Mar 2024 | US$69.6b | US$226.8b | US$3.1b | 18.6x | 22.5x | 0.3x |
| Fri, 09 Feb 2024 | US$67.5b | US$227.8b | US$3.0b | 22.6x | 22.5x | 0.3x |
| Sun, 07 Jan 2024 | US$66.0b | US$226.9b | US$2.7b | 23.5x | 24.3x | 0.3x |
| Tue, 05 Dec 2023 | US$62.9b | US$226.9b | US$2.8b | 24.1x | 22.3x | 0.3x |
| Thu, 02 Nov 2023 | US$56.7b | US$227.1b | US$2.8b | 23x | 20.2x | 0.2x |
| Sat, 30 Sep 2023 | US$57.7b | US$226.4b | US$2.8b | 22.7x | 20.8x | 0.3x |
| Mon, 28 Aug 2023 | US$59.9b | US$225.9b | US$2.9b | 22.3x | 20.9x | 0.3x |
| Wed, 26 Jul 2023 | US$64.6b | US$224.7b | US$2.5b | 29.5x | 26.1x | 0.3x |
| Fri, 23 Jun 2023 | US$61.4b | US$224.7b | US$2.5b | 27.5x | 24.8x | 0.3x |
24.8x
How does U.S. Food Distributors compare with similar industries?
| US Market | 2.20% | |
| Consumer Staples | 2.04% | |
| Food and Staples Retail | 1.50% | |
| Food Distributors | 5.45% | |
| Drug Retail | 8.23% | |
| Food Retail | 4.44% | |
| Big Box Super Stores | 1.08% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SYY Sysco | US$79.69 | 4.2% +US$1.5b | 6.6% | PE21.9x | |
| USFD US Foods Holding | US$93.44 | 7.7% +US$1.5b | 21.9% | PE30.4x | |
| PFGC Performance Food Group | US$104.10 | 6.9% +US$1.1b | 18.9% | PE49.8x | |
| CHEF Chefs' Warehouse | US$94.06 | 16.3% +US$536.6m | 48.8% | PE48.3x | |
| WILC G. Willi-Food International | US$34.99 | 4.5% +US$20.9m | 110.8% | PE15.6x |