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U.S. Food Retail Industry Analysis

UpdatedJul 23, 2026
DataAggregated Company Financials
Companies26
  • 7D1.8%
  • 3M-4.2%
  • 1Y-7.4%
  • YTDn/a

The Food Retail industry is up 1.8% in the last week, with Casey's General Stores up 6.0%. In the same time, Maplebear was down 6.0%. However, the industry is down 7.4% over the past year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Jul 2026US$104.8bUS$292.4bUS$2.8b17.6x38x0.4x
Sat, 20 Jun 2026US$103.2bUS$291.5bUS$2.7b17.1x37.9x0.4x
Mon, 18 May 2026US$109.4bUS$290.8bUS$2.6b16.5x41.6x0.4x
Wed, 15 Apr 2026US$104.7bUS$286.0bUS$3.4b13.8x30.8x0.4x
Fri, 13 Mar 2026US$103.7bUS$285.8bUS$3.4b15.6x30.3x0.4x
Sun, 08 Feb 2026US$103.0bUS$284.7bUS$3.5b17x29.6x0.4x
Tue, 06 Jan 2026US$98.5bUS$284.1bUS$3.6b15.2x27.5x0.3x
Thu, 04 Dec 2025US$103.9bUS$283.2bUS$5.5b16.1x19x0.4x
Sat, 01 Nov 2025US$99.0bUS$282.6bUS$5.5b15.3x17.8x0.4x
Mon, 29 Sep 2025US$105.1bUS$282.0bUS$5.5b18.3x19.1x0.4x
Wed, 27 Aug 2025US$111.3bUS$281.4bUS$5.3b17.3x20.9x0.4x
Fri, 25 Jul 2025US$118.0bUS$280.6bUS$5.3b19.9x22.4x0.4x
Sun, 22 Jun 2025US$111.4bUS$280.0bUS$5.3b18.8x20.8x0.4x
Tue, 20 May 2025US$114.3bUS$279.6bUS$5.3b19.4x21.4x0.4x
Thu, 17 Apr 2025US$110.5bUS$278.5bUS$5.3b19.8x20.9x0.4x
Sat, 15 Mar 2025US$102.4bUS$277.9bUS$5.4b23x19.1x0.4x
Mon, 10 Feb 2025US$114.7bUS$279.4bUS$5.4b27.9x21.3x0.4x
Wed, 08 Jan 2025US$105.7bUS$279.4bUS$5.4b25.7x19.6x0.4x
Fri, 06 Dec 2024US$108.1bUS$279.7bUS$5.4b27.9x20x0.4x
Sun, 03 Nov 2024US$101.0bUS$279.5bUS$3.5b19.4x28.9x0.4x
Tue, 01 Oct 2024US$96.8bUS$279.1bUS$3.6b20.9x26.9x0.3x
Thu, 29 Aug 2024US$93.6bUS$278.7bUS$3.0b19.3x31.7x0.3x
Sat, 27 Jul 2024US$97.8bUS$285.3bUS$3.2b19.9x30.2x0.3x
Mon, 24 Jun 2024US$86.6bUS$277.8bUS$3.1b16.8x28x0.3x
Wed, 22 May 2024US$86.7bUS$275.0bUS$3.1b17.9x28x0.3x
Fri, 19 Apr 2024US$86.2bUS$274.7bUS$2.9b16.2x29.7x0.3x
Sun, 17 Mar 2024US$86.7bUS$274.7bUS$2.9b17.6x29.5x0.3x
Tue, 13 Feb 2024US$75.6bUS$272.3bUS$2.7b16x28.3x0.3x
Thu, 11 Jan 2024US$75.7bUS$272.7bUS$2.6b15.2x29.3x0.3x
Sat, 09 Dec 2023US$74.4bUS$272.2bUS$2.4b16.6x31.5x0.3x
Mon, 06 Nov 2023US$74.7bUS$272.1bUS$3.9b16.7x19.2x0.3x
Wed, 04 Oct 2023US$73.9bUS$271.6bUS$4.0b16.6x18.5x0.3x
Fri, 01 Sep 2023US$67.0bUS$270.3bUS$4.7b14.7x14.2x0.2x
Sun, 30 Jul 2023US$68.3bUS$270.1bUS$4.8b14.9x14.3x0.3x
Price to Earnings Ratio

14.3x


Total Market Cap: US$68.3bTotal Earnings: US$4.8bTotal Revenue: US$270.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Retail Industry Price to Earnings3Y Average 25.9x202420252026
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 38.0x which is higher than its 3-year average PE of 25.9x.
  • 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 17% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.7% 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-1.35%
Consumer Staples-0.15%
Food and Staples Retail-1.20%
Food Retail1.83%
Drug Retail3.15%
Food Distributors0.80%
Big Box Super Stores-1.53%
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
CASY Casey's General StoresUS$856.746.0%
+US$1.8b		63.5%PE44.4x
KR KrogerUS$57.541.7%
+US$600.4m		-21.0%PE33.7x
TBBB BBB FoodsUS$40.431.9%
+US$90.4m		57.0%PS1x
SFM Sprouts Farmers MarketUS$73.940.9%
+US$60.2m		-54.7%PE13.7x
YSWY YeswayUS$19.945.2%
+US$30.6m		n/aPE6.9x

Latest News

SFM
US$73.94
Sprouts Farmers Market
7D
0.9%
1Y
-54.7%
Seeking Alpha • Jul 21

Sprouts Farmers Market: Priced For A Growth Problem It Doesn't Have

Summary Sprouts Farmers Market offers a unique product-curation moat, a robust balance sheet, and a decade-plus unit growth runway, trading at a discounted ~13.5x FWD P/E. Recent share price weakness reflects one-off tailwinds reversing, not structural growth issues; FY2025's outsized gains are being corrected in FY2026. SFM’s differentiated merchandising engine, loyalty program, and asset-light e-commerce model drive customer engagement and vendor partnerships, supporting long-term growth. Strong buybacks, mid-teens ROIC, and a net cash position underscore SFM’s quality, while execution and competitive risks merit monitoring as geographic expansion accelerates. Read the full article on Seeking Alpha
GO
US$9.37
Grocery Outlet Holding
7D
-3.3%
1Y
-35.0%
Seeking Alpha • Jul 21

Grocery Outlet: More Traffic, Smaller Baskets, Same Problems

Summary Grocery Outlet remains a tactical 'Hold' as the turnaround lacks clear catalysts and Q1 FY 2026 results were disappointing. GO's same-store sales fell 1% with traffic up 2.1% but average ticket down 3.1%, highlighting persistent operational challenges. Despite trading at ~11.8x EBITDA, GO is not cheap relative to peers and offers limited near-term upside with a revised price target of $8.70. Optionality exists if operations stabilize by FY 2028, but current fundamentals do not justify a buy; risk reduction is prudent for large holders. Read the full article on Seeking Alpha
CASY
US$856.74
Casey's General Stores
7D
6.0%
1Y
63.5%
KR
US$57.54
Kroger
7D
1.7%
1Y
-21.0%
Seeking Alpha • Jul 20

Kroger: The Business Is Improving, But The Earnings Outlook Is Still Murky

Summary I reiterate a Hold rating on Kroger, as improving traffic and market share are offset by uncertain earnings leverage. KR’s core grocery business shows better traffic and loyal household growth, but identical sales and earnings growth remain insufficient for a Buy rating. The proposed Giant Eagle acquisition offers long-term upside via regional scale and synergies, but its outcome and timing remain uncertain. With KR trading at 11.3x forward PE and 7.7% FCF yield, valuation does not yet justify an upgrade absent stronger core performance. Read the full article on Seeking Alpha
WMK
US$77.94
Weis Markets
7D
0.5%
1Y
1.2%
CART
US$44.73
Maplebear
7D
-6.0%
1Y
-10.2%
TBBB
US$40.43
BBB Foods
7D
1.9%
1Y
57.0%
ACI
US$14.60
Albertsons Companies
7D
0.3%
1Y
-29.8%
NGVC
US$31.27
Natural Grocers by Vitamin Cottage
7D
-1.7%
1Y
-21.8%
WBUY
US$0.76
Webuy Global
7D
-6.3%
1Y
-89.7%
DDL
US$2.42
Dingdong (Cayman)
7D
6.1%
1Y
2.1%
Narrative Update • Jul 10

DDL: Share Repurchase Completion And Higher Margin Outlook Will Support Upside

Analysts have updated their price target for Dingdong (Cayman) to $3.06 from $1.62, citing changes in fair value assumptions, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News for Dingdong (Cayman) Dingdong (Cayman) reported completion of a share repurchase program running from March 6, 2025 to March 5, 2026.
IMKT.A
US$89.63
Ingles Markets
7D
-1.3%
1Y
32.8%
YSWY
US$19.94
Yesway
7D
5.2%
1Y
n/a
Seeking Alpha • Jun 24

Yesway: Need Time To Prove That Earnings Growth Is Durable

Summary Yesway earns a hold rating as durable EBITDA growth hinges on inside-store momentum, new-store formats, and fuel margin resilience. YSWY’s Allsup’s foodservice platform drives positive inside merchandise sales, with 4.5% same-store growth and 36.1% margin in Q1 2026, reducing reliance on fuel. Unit growth focuses on larger, more productive stores, targeting ~15% ROI, but execution and development pace remain key risks. Fuel margin volatility is the primary swing factor; valuation at 16x NTM P/E reflects execution risks and potential margin normalization. Read the full article on Seeking Alpha
VLGE.A
US$43.48
Village Super Market
7D
-0.09%
1Y
17.8%
REBN
US$1.37
Reborn Coffee
7D
-2.1%
1Y
-47.7%
WNW
US$2.57
Meiwu Technology
7D
-25.3%
1Y
-98.6%