Narrative Update • May 21

Last week, the Food Distributors industry hasn't moved much but Sysco is up 5.4% in that time. The past year has been better, since the industry has gained 12% in that time. 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 |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | US$78.1b | US$235.6b | US$2.8b | 19.8x | 27.8x | 0.3x |
| Sun, 19 Apr 2026 | US$80.5b | US$233.4b | US$2.8b | 22.9x | 28.3x | 0.3x |
| Tue, 17 Mar 2026 | US$83.8b | US$233.3b | US$2.8b | 27.7x | 29.5x | 0.4x |
| Thu, 12 Feb 2026 | US$84.2b | US$233.2b | US$2.7b | 33.3x | 30.8x | 0.4x |
| Sat, 10 Jan 2026 | US$73.2b | US$231.8b | US$2.7b | 28.3x | 26.8x | 0.3x |
| Mon, 08 Dec 2025 | US$72.9b | US$231.7b | US$2.7b | 26.5x | 26.7x | 0.3x |
| Wed, 05 Nov 2025 | US$73.8b | US$229.6b | US$2.7b | 24.7x | 27x | 0.3x |
| Fri, 03 Oct 2025 | US$79.1b | US$228.8b | US$2.7b | 26.3x | 28.9x | 0.3x |
| Sun, 31 Aug 2025 | US$79.0b | US$239.0b | US$2.8b | 34.3x | 28.6x | 0.3x |
| Tue, 29 Jul 2025 | US$80.4b | US$235.6b | US$2.9b | 36.5x | 28x | 0.3x |
| Thu, 26 Jun 2025 | US$74.7b | US$235.6b | US$2.9b | 33.4x | 26x | 0.3x |
| Sat, 24 May 2025 | US$72.2b | US$234.9b | US$2.9b | 34.3x | 25.2x | 0.3x |
| Mon, 21 Apr 2025 | US$67.6b | US$232.8b | US$2.9b | 29x | 23.5x | 0.3x |
| Wed, 19 Mar 2025 | US$70.2b | US$232.8b | US$2.9b | 30.9x | 24.4x | 0.3x |
| Fri, 14 Feb 2025 | US$70.9b | US$232.5b | US$2.9b | 35.5x | 24.4x | 0.3x |
| Sun, 12 Jan 2025 | US$71.2b | US$229.6b | US$3.1b | 27.3x | 23.2x | 0.3x |
| Tue, 10 Dec 2024 | US$76.6b | US$229.3b | US$3.1b | 28.2x | 25.1x | 0.3x |
| Thu, 07 Nov 2024 | US$71.4b | US$228.2b | US$3.0b | 25x | 23.7x | 0.3x |
| Sat, 05 Oct 2024 | US$70.2b | US$228.3b | US$3.0b | 23.7x | 23.4x | 0.3x |
| Mon, 02 Sep 2024 | US$70.1b | US$227.6b | US$3.0b | 26.7x | 23.6x | 0.3x |
| Wed, 31 Jul 2024 | US$65.5b | US$226.7b | US$3.1b | 26x | 21.2x | 0.3x |
| Fri, 28 Jun 2024 | US$64.9b | US$226.7b | US$3.1b | 25.1x | 21.1x | 0.3x |
| Sun, 26 May 2024 | US$65.5b | US$226.8b | US$3.1b | 24.5x | 21x | 0.3x |
| Tue, 23 Apr 2024 | US$66.1b | US$226.8b | US$3.1b | 18.9x | 21.4x | 0.3x |
| Thu, 21 Mar 2024 | US$70.7b | US$226.8b | US$3.1b | 19.1x | 22.8x | 0.3x |
| Sat, 17 Feb 2024 | US$68.1b | US$228.3b | US$3.1b | 21.7x | 22.1x | 0.3x |
| Mon, 15 Jan 2024 | US$65.8b | US$226.9b | US$2.7b | 23.5x | 24.2x | 0.3x |
| Wed, 13 Dec 2023 | US$63.7b | US$226.9b | US$2.7b | 22.5x | 23.4x | 0.3x |
| Fri, 10 Nov 2023 | US$58.2b | US$226.7b | US$2.8b | 22.2x | 20.6x | 0.3x |
| Sun, 08 Oct 2023 | US$54.4b | US$226.4b | US$2.8b | 21.3x | 19.6x | 0.2x |
| Tue, 05 Sep 2023 | US$60.7b | US$225.9b | US$2.9b | 22.8x | 21.2x | 0.3x |
| Thu, 03 Aug 2023 | US$63.6b | US$225.3b | US$2.7b | 28.9x | 23.9x | 0.3x |
| Sat, 01 Jul 2023 | US$63.4b | US$224.7b | US$2.5b | 29.1x | 25.7x | 0.3x |
| Mon, 29 May 2023 | US$60.3b | US$224.3b | US$2.5b | 24.1x | 23.7x | 0.3x |
23.7x
How does U.S. Food Distributors compare with similar industries?
| US Market | -0.82% | |
| Consumer Staples | -2.33% | |
| Food and Staples Retail | -4.71% | |
| Food Distributors | 0.92% | |
| Food Retail | -1.67% | |
| Big Box Super Stores | -5.17% | |
| Drug Retail | -8.04% | |
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% | PE16.1x |