Narrative Update • Aug 11

Over the last 7 days, the Food Retail industry has dropped 1.4%, driven by a pullback from Kroger of 2.7%. In contrast, Maplebear has gained 8.2%. The industry has fallen 7.0% in the last year. Earnings are forecast to grow by 17% annually.
Has the U.S. Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | US$103.0b | US$292.9b | US$2.6b | 16.9x | 39.7x | 0.4x |
| Sat, 11 Jul 2026 | US$106.0b | US$292.4b | US$2.8b | 17.9x | 38.4x | 0.4x |
| Mon, 08 Jun 2026 | US$105.3b | US$290.8b | US$2.6b | 17.8x | 40.1x | 0.4x |
| Wed, 06 May 2026 | US$110.8b | US$290.2b | US$2.8b | 17.9x | 40.2x | 0.4x |
| Fri, 03 Apr 2026 | US$105.7b | US$285.8b | US$3.4b | 14x | 31x | 0.4x |
| Sun, 01 Mar 2026 | US$105.1b | US$285.0b | US$3.4b | 16.8x | 30.7x | 0.4x |
| Tue, 27 Jan 2026 | US$99.7b | US$284.6b | US$3.5b | 14.5x | 28.8x | 0.4x |
| Thu, 25 Dec 2025 | US$99.8b | US$284.1b | US$3.6b | 15.1x | 27.9x | 0.4x |
| Sat, 22 Nov 2025 | US$101.4b | US$283.1b | US$5.5b | 15.5x | 18.6x | 0.4x |
| Mon, 20 Oct 2025 | US$108.3b | US$282.4b | US$5.5b | 18.7x | 19.6x | 0.4x |
| Wed, 17 Sep 2025 | US$110.0b | US$282.0b | US$5.4b | 17.2x | 20.5x | 0.4x |
| Fri, 15 Aug 2025 | US$112.4b | US$281.3b | US$5.3b | 17.8x | 21.1x | 0.4x |
| Sun, 13 Jul 2025 | US$115.8b | US$280.0b | US$5.3b | 19.6x | 22x | 0.4x |
| Tue, 10 Jun 2025 | US$111.1b | US$279.7b | US$5.3b | 18.8x | 20.8x | 0.4x |
| Thu, 08 May 2025 | US$117.7b | US$279.2b | US$5.3b | 22.1x | 22.1x | 0.4x |
| Sat, 05 Apr 2025 | US$112.4b | US$277.8b | US$5.4b | 20.5x | 21x | 0.4x |
| Mon, 03 Mar 2025 | US$109.3b | US$280.0b | US$5.4b | 25.7x | 20.1x | 0.4x |
| Wed, 29 Jan 2025 | US$108.0b | US$279.6b | US$5.4b | 27.3x | 19.9x | 0.4x |
| Fri, 27 Dec 2024 | US$105.9b | US$279.6b | US$5.4b | 26.5x | 19.5x | 0.4x |
| Sun, 24 Nov 2024 | US$107.4b | US$279.8b | US$5.4b | 25.5x | 19.9x | 0.4x |
| Tue, 22 Oct 2024 | US$99.5b | US$279.3b | US$3.5b | 19.2x | 28.6x | 0.4x |
| Thu, 19 Sep 2024 | US$95.1b | US$279.1b | US$3.6b | 21.7x | 26.4x | 0.3x |
| Sat, 17 Aug 2024 | US$91.9b | US$278.6b | US$2.9b | 19.2x | 31.3x | 0.3x |
| Mon, 15 Jul 2024 | US$90.3b | US$278.0b | US$3.1b | 18.1x | 29.4x | 0.3x |
| Wed, 12 Jun 2024 | US$86.9b | US$277.5b | US$3.1b | 17.1x | 28.4x | 0.3x |
| Fri, 10 May 2024 | US$88.1b | US$274.9b | US$3.1b | 18x | 28.5x | 0.3x |
| Sun, 07 Apr 2024 | US$89.0b | US$274.7b | US$2.9b | 16.2x | 30.6x | 0.3x |
| Tue, 05 Mar 2024 | US$81.5b | US$272.4b | US$2.7b | 17.8x | 30.4x | 0.3x |
| Thu, 01 Feb 2024 | US$75.5b | US$272.7b | US$2.6b | 14.6x | 29.2x | 0.3x |
| Sat, 30 Dec 2023 | US$74.8b | US$272.3b | US$2.4b | 16.5x | 31.3x | 0.3x |
| Mon, 27 Nov 2023 | US$73.8b | US$272.3b | US$2.1b | 16.7x | 34.5x | 0.3x |
| Wed, 25 Oct 2023 | US$72.2b | US$272.0b | US$3.9b | 17.1x | 18.6x | 0.3x |
| Fri, 22 Sep 2023 | US$76.4b | US$271.5b | US$4.0b | 15.7x | 19.1x | 0.3x |
| Sun, 20 Aug 2023 | US$68.1b | US$270.3b | US$4.7b | 15.1x | 14.4x | 0.3x |
14.4x
How does U.S. Food Retail compare with similar industries?
| US Market | 1.02% | |
| Consumer Staples | 0.58% | |
| Food and Staples Retail | 2.09% | |
| Food Retail | -0.061% | |
| Drug Retail | 4.74% | |
| Big Box Super Stores | 2.26% | |
| Food Distributors | 1.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CART Maplebear | US$48.45 | 6.8% +US$557.6m | 7.4% | PE23.8x | |
| SFM Sprouts Farmers Market | US$86.07 | 1.1% +US$88.6m | -41.1% | PE16x | |
| ACI Albertsons Companies | US$12.01 | 1.4% +US$77.7m | -37.1% | PE88.7x | |
| TBBB BBB Foods | US$42.30 | 0.8% +US$42.2m | 59.0% | PS1x | |
| GO Grocery Outlet Holding | US$10.17 | 3.1% +US$30.7m | -44.7% | PS0.2x |