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U.S. Food Retail Industry Analysis

UpdatedAug 21, 2026
DataAggregated Company Financials
Companies26
  • 7D-1.2%
  • 3M-5.0%
  • 1Y-3.2%
  • YTDn/a

Over the last 7 days, the Food Retail industry has dropped 1.2%, driven by declines in Casey's General Stores and Kroger of 2.1% and 1.6%, respectively. Overall the industry is down 3.2% in 12 months. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Aug 2026US$104.2bUS$293.7bUS$2.6b16.5x40.5x0.4x
Sun, 19 Jul 2026US$105.9bUS$292.4bUS$2.8b17.7x38.4x0.4x
Tue, 16 Jun 2026US$111.4bUS$291.5bUS$2.7b17.7x41x0.4x
Thu, 14 May 2026US$108.6bUS$290.8bUS$2.8b16.7x39.1x0.4x
Sat, 11 Apr 2026US$107.7bUS$286.0bUS$3.4b13.9x31.6x0.4x
Mon, 09 Mar 2026US$105.6bUS$285.4bUS$3.4b15.9x30.7x0.4x
Wed, 04 Feb 2026US$98.7bUS$284.6bUS$3.5b16.7x28.5x0.3x
Fri, 02 Jan 2026US$98.4bUS$284.1bUS$3.6b15.1x27.5x0.3x
Sun, 30 Nov 2025US$104.5bUS$283.1bUS$5.5b15.9x19.1x0.4x
Tue, 28 Oct 2025US$104.9bUS$282.4bUS$5.5b18.8x19x0.4x
Thu, 25 Sep 2025US$105.6bUS$282.0bUS$5.5b17.8x19.2x0.4x
Sat, 23 Aug 2025US$113.0bUS$281.4bUS$5.3b17.4x21.2x0.4x
Mon, 21 Jul 2025US$116.4bUS$280.6bUS$5.3b19.9x22.1x0.4x
Wed, 18 Jun 2025US$111.7bUS$280.1bUS$5.3b18.6x20.9x0.4x
Fri, 16 May 2025US$109.8bUS$279.5bUS$5.3b19.2x20.6x0.4x
Sun, 13 Apr 2025US$110.6bUS$278.1bUS$5.4b19.8x20.7x0.4x
Tue, 11 Mar 2025US$104.8bUS$277.3bUS$5.4b22.6x19.5x0.4x
Thu, 06 Feb 2025US$113.2bUS$279.6bUS$5.4b27.5x20.9x0.4x
Sat, 04 Jan 2025US$105.5bUS$279.4bUS$5.4b27.1x19.6x0.4x
Mon, 02 Dec 2024US$109.3bUS$280.0bUS$5.4b28.1x20.1x0.4x
Wed, 30 Oct 2024US$100.9bUS$279.3bUS$3.5b19.5x29.1x0.4x
Fri, 27 Sep 2024US$97.1bUS$279.1bUS$3.6b20.4x27x0.3x
Sun, 25 Aug 2024US$92.4bUS$278.8bUS$3.0b19.1x31.3x0.3x
Tue, 23 Jul 2024US$92.3bUS$278.0bUS$3.1b19.3x30.1x0.3x
Thu, 20 Jun 2024US$88.6bUS$277.8bUS$3.1b17.1x28.7x0.3x
Sat, 18 May 2024US$87.6bUS$275.0bUS$3.1b18.3x28.3x0.3x
Mon, 15 Apr 2024US$86.2bUS$274.7bUS$2.9b16x29.7x0.3x
Wed, 13 Mar 2024US$85.2bUS$274.7bUS$2.9b17.5x29x0.3x
Fri, 09 Feb 2024US$73.1bUS$272.3bUS$2.7b15.6x27.4x0.3x
Sun, 07 Jan 2024US$75.5bUS$272.3bUS$2.4b16.3x31.5x0.3x
Tue, 05 Dec 2023US$74.3bUS$272.2bUS$2.4b16.6x31.4x0.3x
Thu, 02 Nov 2023US$73.7bUS$272.1bUS$3.9b16.2x19x0.3x
Sat, 30 Sep 2023US$75.6bUS$271.5bUS$4.0b16.1x18.9x0.3x
Mon, 28 Aug 2023US$67.1bUS$270.3bUS$4.7b14.8x14.2x0.2x
Price to Earnings Ratio

14.2x


Total Market Cap: US$67.1bTotal Earnings: US$4.7bTotal Revenue: US$270.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Retail Industry Price to Earnings3Y Average 26.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Food Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 40.5x which is higher than its 3-year average PE of 26.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.35x.
Past Earnings Growth
  • The earnings for companies in the Food Retail industry have declined 18% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.8% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

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

US Market-2.09%
Consumer Staples-2.75%
Food and Staples Retail-6.66%
Food Retail-1.24%
Food Distributors-0.79%
Big Box Super Stores-7.35%
Drug Retail-11.90%
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
CART MaplebearUS$51.074.5%
+US$507.0m		17.8%PE25x
TBBB BBB FoodsUS$49.771.2%
+US$69.1m		94.7%PS1.1x
GO Grocery Outlet HoldingUS$11.112.9%
+US$30.7m		-38.5%PS0.2x
YSWY YeswayUS$24.621.1%
+US$8.4m		n/aPE9.4x
DDL Dingdong (Cayman)US$2.360.9%
+US$4.3m		6.8%PE20.9x

Latest News

SFM
US$78.38
Sprouts Farmers Market
7D
-5.2%
1Y
-47.2%
Narrative Update • Aug 20

SFM: E Commerce And Unit Expansion Will Drive Future Upside Potential

For Sprouts Farmers Market, the analyst price target has been reset lower to $114 from $130.13 as analysts factor in a slightly higher discount rate, a lower assumed future P/E of 18.01, and modest adjustments to long term margin and growth expectations following recent mixed operating trends and cautious but constructive Street research. Analyst Commentary Recent Street research on Sprouts Farmers Market shows a mix of caution and optimism, with several bullish analysts highlighting potential upside drivers even as some near term trends remain uneven.
ACI
US$11.98
Albertsons Companies
7D
-3.4%
1Y
-38.4%
CASY
US$828.38
Casey's General Stores
7D
-2.1%
1Y
64.6%
CART
US$51.07
Maplebear
7D
4.5%
1Y
17.8%
YSWY
US$24.62
Yesway
7D
1.1%
1Y
n/a
Seeking Alpha • Aug 17

Yesway Q2: Further Volatility In Performance Is Expected

Summary Yesway, Inc. delivered strong Q2 ’26 revenue growth of 36% y/y, driven by fuel sales, but GAAP EPS missed estimates significantly. YSWY’s management raised FY26 Adjusted EBITDA guidance to $235m–$245m, reflecting confidence in operational improvements despite anticipated fuel margin normalization. Store expansion remains limited, with a focus on quality over quantity and operational efficiency, including SKU rationalization and loyalty monetization initiatives. I maintain a Hold stance on YSWY, citing macroeconomic volatility and unsustainable fuel margins; operational focus is prudent amid uncertain revenue trends. Read the full article on Seeking Alpha
DDL
US$2.36
Dingdong (Cayman)
7D
0.9%
1Y
6.8%
TBBB
US$49.77
BBB Foods
7D
1.2%
1Y
94.7%
Seeking Alpha • Aug 17

BBB Foods: Great Business But Lacks Margin Of Safety At Current Valuations

Summary Tiendas 3B delivered another exceptional quarter, with same-store sales up ~20% and revenue growth accelerating to 38.7% year-over-year. TBBB continues aggressive expansion, opening 155 new stores in Q2 and maintaining strong traffic despite low food inflation and broader retail weakness. Adjusted EBITDA grew 43.8% to ~6.1% margin, but share count dilution from SBC remains a concern, potentially reaching ~142 million shares by FY 2030. I maintain a 'Hold' rating; TBBB is a great business but lacks margin of safety at current valuations, even under bullish FY 2030 scenarios. Read the full article on Seeking Alpha
KR
US$56.32
Kroger
7D
-1.6%
1Y
-21.1%
NGVC
US$27.33
Natural Grocers by Vitamin Cottage
7D
-2.5%
1Y
-31.3%
Seeking Alpha • Aug 14

Natural Grocers By Vitamin Cottage Is Looking Tastier As It Falls

Summary Natural Grocers by Vitamin Cottage remains a buy, with robust healthy eating trends and industry growth supporting long-term prospects. Despite a 6.2% stock decline, NGVC posts revenue growth, strong comparable sales, and ongoing store expansion, though transaction counts have dipped. Profitability is mixed: net income slightly declined, but operating cash flow increased, and leverage remains low, supporting a favorable risk profile. NGVC’s rewards program drives larger basket sizes, while e-commerce and new store investments offer meaningful upside at attractive cash-on-cash returns. Read the full article on Seeking Alpha
GO
US$11.11
Grocery Outlet Holding
7D
2.9%
1Y
-38.5%
Narrative Update • Aug 13

GO: Raised Outlook And Margin Assumptions Will Support Long-Term Upside Potential

Analysts have lifted their fair value estimate for Grocery Outlet Holding from $10.50 to $12.50, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E levels. What’s in the News for Grocery Outlet Holding Grocery Outlet Holding reported Q2 FY2026 net sales of US$1.19b with a gross margin of 30.2%.
IMKT.A
US$84.82
Ingles Markets
7D
-2.5%
1Y
24.8%
WMK
US$70.18
Weis Markets
7D
-1.9%
1Y
-2.1%
MSS
US$1.59
Maison Solutions
7D
12.8%
1Y
-96.1%
VLGE.A
US$43.14
Village Super Market
7D
0.2%
1Y
20.1%
WNW
US$2.45
Meiwu Technology
7D
-6.1%
1Y
-98.6%