Narrative Update • May 22

The Food Distributors is pretty flat in the last 7 days, but Sysco has stood out, gaining 5.1%. The past year has been better, since the industry has gained 11% in that time. 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 |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | US$78.1b | US$235.6b | US$2.8b | 19.8x | 27.7x | 0.3x |
| Tue, 21 Apr 2026 | US$80.5b | US$233.3b | US$2.8b | 23x | 28.3x | 0.3x |
| Thu, 19 Mar 2026 | US$82.2b | US$233.4b | US$2.8b | 25.6x | 28.9x | 0.4x |
| Sat, 14 Feb 2026 | US$89.1b | US$233.6b | US$2.8b | 32.1x | 31.3x | 0.4x |
| Mon, 12 Jan 2026 | US$73.6b | US$231.8b | US$2.7b | 28.3x | 27x | 0.3x |
| Wed, 10 Dec 2025 | US$73.1b | US$231.7b | US$2.7b | 27.1x | 26.8x | 0.3x |
| Fri, 07 Nov 2025 | US$73.9b | US$231.8b | US$2.7b | 25.6x | 27.2x | 0.3x |
| Sun, 05 Oct 2025 | US$79.2b | US$228.8b | US$2.7b | 26.3x | 28.9x | 0.3x |
| Tue, 02 Sep 2025 | US$79.0b | US$239.0b | US$2.8b | 34.3x | 28.6x | 0.3x |
| Thu, 31 Jul 2025 | US$79.2b | US$236.2b | US$2.8b | 37.1x | 28.4x | 0.3x |
| Sat, 28 Jun 2025 | US$73.9b | US$235.6b | US$2.9b | 33.9x | 25.7x | 0.3x |
| Mon, 26 May 2025 | US$72.1b | US$234.9b | US$2.9b | 34.3x | 25.1x | 0.3x |
| Wed, 23 Apr 2025 | US$67.0b | US$232.8b | US$2.9b | 29.5x | 23.3x | 0.3x |
| Fri, 21 Mar 2025 | US$69.0b | US$232.8b | US$2.9b | 30.6x | 24x | 0.3x |
| Sun, 16 Feb 2025 | US$72.1b | US$232.5b | US$2.9b | 35.1x | 24.8x | 0.3x |
| Tue, 14 Jan 2025 | US$71.2b | US$229.6b | US$3.1b | 26.9x | 23.1x | 0.3x |
| Thu, 12 Dec 2024 | US$76.4b | US$229.7b | US$3.1b | 28.3x | 24.8x | 0.3x |
| Sat, 09 Nov 2024 | US$73.2b | US$229.3b | US$3.1b | 25.3x | 23.9x | 0.3x |
| Mon, 07 Oct 2024 | US$70.0b | US$228.3b | US$3.0b | 23.7x | 23.3x | 0.3x |
| Wed, 04 Sep 2024 | US$70.1b | US$227.6b | US$3.0b | 26.3x | 23.6x | 0.3x |
| Fri, 02 Aug 2024 | US$67.5b | US$227.6b | US$3.0b | 25.2x | 22.8x | 0.3x |
| Sun, 30 Jun 2024 | US$64.1b | US$226.7b | US$3.1b | 25.1x | 20.8x | 0.3x |
| Tue, 28 May 2024 | US$65.5b | US$226.8b | US$3.1b | 24.5x | 21x | 0.3x |
| Thu, 25 Apr 2024 | US$66.6b | US$226.8b | US$3.1b | 18.8x | 21.5x | 0.3x |
| Sat, 23 Mar 2024 | US$70.9b | US$226.8b | US$3.1b | 19.1x | 22.9x | 0.3x |
| Mon, 19 Feb 2024 | US$68.7b | US$228.3b | US$3.1b | 21.7x | 22.3x | 0.3x |
| Wed, 17 Jan 2024 | US$65.8b | US$226.9b | US$2.7b | 23.4x | 24.2x | 0.3x |
| Fri, 15 Dec 2023 | US$64.7b | US$226.9b | US$2.7b | 22.8x | 23.8x | 0.3x |
| Sun, 12 Nov 2023 | US$58.4b | US$226.9b | US$2.8b | 22.5x | 20.7x | 0.3x |
| Tue, 10 Oct 2023 | US$54.7b | US$226.4b | US$2.8b | 21.3x | 19.7x | 0.2x |
| Thu, 07 Sep 2023 | US$58.8b | US$225.9b | US$2.9b | 22.1x | 20.5x | 0.3x |
| Sat, 05 Aug 2023 | US$62.7b | US$225.3b | US$2.7b | 28.9x | 23.5x | 0.3x |
| Mon, 03 Jul 2023 | US$63.4b | US$224.7b | US$2.5b | 29.1x | 25.7x | 0.3x |
| Wed, 31 May 2023 | US$59.5b | US$224.3b | US$2.5b | 23.8x | 23.4x | 0.3x |
23.4x
How does U.S. Food Distributors compare with similar industries?
| US Market | 1.06% | |
| Consumer Staples | -2.04% | |
| Food and Staples Retail | -5.23% | |
| Food Distributors | 0.95% | |
| Food Retail | 0.16% | |
| Drug Retail | -2.24% | |
| Big Box Super Stores | -5.89% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SYY Sysco | US$76.29 | 5.1% +US$1.8b | 6.7% | PE21x | |
| WILC G. Willi-Food International | US$36.20 | 2.5% +US$12.5m | 131.5% | PE16.2x |