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U.S. Food Retail Industry Analysis

UpdatedAug 15, 2026
DataAggregated Company Financials
Companies26
  • 7D1.1%
  • 3M-4.0%
  • 1Y-1.0%
  • YTDn/a

Over the last 7 days, the Food Retail industry has risen 2.5%, driven by gains from BBB Foods of 17%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 15 Aug 2026US$105.9bUS$293.6bUS$2.6b16.8x41.1x0.4x
Mon, 13 Jul 2026US$106.7bUS$292.4bUS$2.8b17.9x38.7x0.4x
Wed, 10 Jun 2026US$105.1bUS$290.8bUS$2.6b18.1x40.1x0.4x
Fri, 08 May 2026US$110.1bUS$290.3bUS$2.8b17.5x39.9x0.4x
Sun, 05 Apr 2026US$107.7bUS$285.8bUS$3.4b14x31.6x0.4x
Tue, 03 Mar 2026US$104.3bUS$285.0bUS$3.4b16.8x30.5x0.4x
Thu, 29 Jan 2026US$97.4bUS$284.6bUS$3.5b14.8x28.1x0.3x
Sat, 27 Dec 2025US$99.8bUS$284.1bUS$3.6b15.2x27.9x0.4x
Mon, 24 Nov 2025US$102.2bUS$283.1bUS$5.5b15.5x18.7x0.4x
Wed, 22 Oct 2025US$108.5bUS$282.4bUS$5.5b18.8x19.6x0.4x
Fri, 19 Sep 2025US$108.9bUS$282.0bUS$5.4b17x20.3x0.4x
Sun, 17 Aug 2025US$111.2bUS$281.3bUS$5.3b17.1x20.9x0.4x
Tue, 15 Jul 2025US$115.8bUS$280.0bUS$5.3b19.8x22x0.4x
Thu, 12 Jun 2025US$111.0bUS$280.1bUS$5.3b19.3x20.8x0.4x
Sat, 10 May 2025US$114.0bUS$279.5bUS$5.3b20.2x21.4x0.4x
Mon, 07 Apr 2025US$106.3bUS$277.8bUS$5.4b19x19.9x0.4x
Wed, 05 Mar 2025US$106.7bUS$280.0bUS$5.4b23.2x19.6x0.4x
Fri, 31 Jan 2025US$109.8bUS$279.6bUS$5.4b28.3x20.3x0.4x
Sun, 29 Dec 2024US$105.6bUS$279.4bUS$5.4b25.7x19.6x0.4x
Tue, 26 Nov 2024US$107.4bUS$279.9bUS$5.4b25.8x19.9x0.4x
Thu, 24 Oct 2024US$99.6bUS$279.3bUS$3.5b19.1x28.7x0.4x
Sat, 21 Sep 2024US$95.7bUS$279.1bUS$3.6b20.9x26.6x0.3x
Mon, 19 Aug 2024US$92.5bUS$278.6bUS$2.9b19.2x31.5x0.3x
Wed, 17 Jul 2024US$90.2bUS$278.0bUS$3.1b19x29.4x0.3x
Fri, 14 Jun 2024US$87.1bUS$277.8bUS$3.1b16.8x28.2x0.3x
Sun, 12 May 2024US$88.4bUS$275.0bUS$3.1b18.1x28.6x0.3x
Tue, 09 Apr 2024US$89.0bUS$274.7bUS$2.9b16.1x30.6x0.3x
Thu, 07 Mar 2024US$80.1bUS$272.4bUS$2.7b18x29.8x0.3x
Sat, 03 Feb 2024US$74.8bUS$272.7bUS$2.6b14.6x29x0.3x
Mon, 01 Jan 2024US$75.1bUS$272.3bUS$2.4b16.5x31.4x0.3x
Wed, 29 Nov 2023US$73.6bUS$272.3bUS$2.1b16.6x34.4x0.3x
Fri, 27 Oct 2023US$73.5bUS$272.0bUS$3.9b17.5x18.9x0.3x
Sun, 24 Sep 2023US$76.3bUS$271.5bUS$4.0b15.7x19.1x0.3x
Tue, 22 Aug 2023US$68.1bUS$270.3bUS$4.7b15.7x14.4x0.3x
Price to Earnings Ratio

14.4x


Total Market Cap: US$68.1bTotal 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 26.4x202420252026
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 39.9x which is higher than its 3-year average PE of 26.4x.
  • 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 2.7% 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 Market0.58%
Consumer Staples1.39%
Food and Staples Retail2.03%
Food Retail1.06%
Big Box Super Stores2.34%
Food Distributors-1.89%
Drug Retail-2.74%
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
TBBB BBB FoodsUS$47.7917.1%
+US$873.0m		83.2%PS1.1x
CASY Casey's General StoresUS$846.451.5%
+US$462.6m		66.7%PE43.8x
ACI Albertsons CompaniesUS$12.423.4%
+US$199.0m		-35.3%PE91.7x
GO Grocery Outlet HoldingUS$11.1312.3%
+US$122.5m		-39.3%PS0.2x
YSWY YeswayUS$25.1716.5%
+US$111.0m		n/aPE9.6x

Latest News

KR
US$56.69
Kroger
7D
-0.07%
1Y
-18.7%
CART
US$48.88
Maplebear
7D
-2.6%
1Y
11.3%
TBBB
US$47.79
BBB Foods
7D
17.1%
1Y
83.2%
REBN
US$1.34
Reborn Coffee
7D
-11.3%
1Y
-55.1%
CHSN
US$1.12
Chanson International Holding
7D
16.7%
1Y
-99.6%
NGVC
US$28.13
Natural Grocers by Vitamin Cottage
7D
-0.9%
1Y
-27.5%
Seeking Alpha • 9h

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$11.13
Grocery Outlet Holding
7D
12.3%
1Y
-39.3%
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%.
ACI
US$12.42
Albertsons Companies
7D
3.4%
1Y
-35.3%
Narrative Update • Aug 11

ACI: Restructuring And Execution Set To Pressure Earnings And Share Price

Albertsons Companies' fair value estimate has been reduced from about $14.23 to $10.00 as analysts cut price targets across the board, with many now in the $10 to $13 range. They cite weaker earnings, reduced guidance, market share pressure, execution risks during restructuring, and leadership changes.
CASY
US$846.45
Casey's General Stores
7D
1.5%
1Y
66.7%
IMKT.A
US$87.01
Ingles Markets
7D
-1.2%
1Y
35.6%
SFM
US$82.50
Sprouts Farmers Market
7D
-3.9%
1Y
-43.4%
Seeking Alpha • Aug 07

Sprouts Farmers Market: Sales Rebound Underpins Cheap Multiples

Summary Sprouts Farmers Market is positioned for a rebound, with a "Buy" rating reiterated following strong Q2 results and an improved FY26 outlook. SFM’s expansion strategy targets 1,000+ U.S. stores, with significant white space in the Midwest and East Coast, supporting long-term growth. Supply chain investments, robust store-brand product launches, and aggressive buybacks underpin margin expansion and shareholder returns. Valuation remains undemanding at 16.1x FY26 P/E, with FY27 consensus projecting 11% EPS growth and 8% revenue growth. Read the full article on Seeking Alpha
WMK
US$70.93
Weis Markets
7D
-5.7%
1Y
1.1%
MSS
US$1.44
Maison Solutions
7D
13.4%
1Y
-96.5%
YSWY
US$25.17
Yesway
7D
16.5%
1Y
n/a
Seeking Alpha • Jul 24

Gas Station Aggregation Is Coming, And Yesway Is The Best Bet On It

Summary Yesway was built by Brookwood Financial Partners, a PE firm, and scaled fast through the 2019 Allsup's acquisition. Gas station aggregation is happening as smaller, family-owned stores sell to bigger, better-capitalized players, and Yesway is positioned to keep buying into that trend. YSWY offers 57% short-term upside as it rerates to Murphy-level valuations and long-term potential for the share price to quadruple to $80 as it grows into a Casey's-like valuation. Interest coverage is comfortable, the 2028 maturity remains a refinancing risk, and EV adoption remains slow enough that it isn't a near-term concern. Read the full article on Seeking Alpha
DDL
US$2.39
Dingdong (Cayman)
7D
3.9%
1Y
8.1%
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.
VLGE.A
US$43.04
Village Super Market
7D
-0.3%
1Y
22.1%