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U.S. Food Retail Industry Analysis

UpdatedJul 10, 2026
DataAggregated Company Financials
Companies26
  • 7D1.6%
  • 3M0.2%
  • 1Y-4.0%
  • YTDn/a

Over the last 7 days, the Food Retail industry has risen 4.0%, driven by gains in Kroger and Casey's General Stores of 2.8% and 3.1%, respectively. During this same period, the Sprouts Farmers Market underperformed, falling 11%. However, the industry is down 4.9% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Jul 2026US$106.0bUS$292.4bUS$2.8b17.7x38.4x0.4x
Sun, 07 Jun 2026US$105.3bUS$290.8bUS$2.6b17.8x40.1x0.4x
Tue, 05 May 2026US$110.4bUS$290.2bUS$2.7b17.6x40.2x0.4x
Thu, 02 Apr 2026US$106.4bUS$285.8bUS$3.4b13.7x31.2x0.4x
Sat, 28 Feb 2026US$104.6bUS$285.0bUS$3.4b16.8x30.6x0.4x
Mon, 26 Jan 2026US$99.7bUS$284.6bUS$3.5b14.6x28.8x0.4x
Wed, 24 Dec 2025US$99.2bUS$284.1bUS$3.6b14.8x27.7x0.3x
Fri, 21 Nov 2025US$103.2bUS$283.1bUS$5.5b16x18.9x0.4x
Sun, 19 Oct 2025US$108.3bUS$282.4bUS$5.5b18.7x19.6x0.4x
Tue, 16 Sep 2025US$111.6bUS$282.0bUS$5.5b16.6x20.3x0.4x
Thu, 14 Aug 2025US$116.3bUS$281.3bUS$5.3b18.1x21.9x0.4x
Sat, 12 Jul 2025US$116.0bUS$280.0bUS$5.3b19.7x22x0.4x
Mon, 09 Jun 2025US$111.1bUS$279.6bUS$5.3b18.9x20.8x0.4x
Wed, 07 May 2025US$118.3bUS$279.1bUS$5.4b21.7x22.1x0.4x
Fri, 04 Apr 2025US$110.3bUS$277.9bUS$5.4b22.1x20.6x0.4x
Sun, 02 Mar 2025US$109.3bUS$280.0bUS$5.4b25.7x20.1x0.4x
Tue, 28 Jan 2025US$106.1bUS$279.6bUS$5.4b26.9x19.6x0.4x
Thu, 26 Dec 2024US$105.9bUS$279.6bUS$5.4b26.4x19.5x0.4x
Sat, 23 Nov 2024US$105.8bUS$279.8bUS$5.4b25.5x19.5x0.4x
Mon, 21 Oct 2024US$99.5bUS$279.3bUS$3.5b19.6x28.6x0.4x
Wed, 18 Sep 2024US$96.2bUS$279.1bUS$3.6b21.7x26.7x0.3x
Fri, 16 Aug 2024US$90.7bUS$278.6bUS$2.9b18.9x30.9x0.3x
Sun, 14 Jul 2024US$90.3bUS$278.0bUS$3.1b18.1x29.4x0.3x
Tue, 11 Jun 2024US$86.9bUS$277.5bUS$3.1b17.1x28.4x0.3x
Thu, 09 May 2024US$88.5bUS$274.9bUS$3.0b17.6x29.8x0.3x
Sat, 06 Apr 2024US$88.5bUS$274.7bUS$2.9b16.2x30.4x0.3x
Mon, 04 Mar 2024US$81.0bUS$272.4bUS$2.7b17.6x30.2x0.3x
Wed, 31 Jan 2024US$75.4bUS$272.7bUS$2.6b14.9x29.2x0.3x
Fri, 29 Dec 2023US$74.8bUS$272.3bUS$2.4b16.5x31.3x0.3x
Sun, 26 Nov 2023US$73.8bUS$272.3bUS$2.1b16.7x34.5x0.3x
Tue, 24 Oct 2023US$72.2bUS$272.0bUS$3.9b17.1x18.6x0.3x
Thu, 21 Sep 2023US$76.9bUS$271.5bUS$4.0b15.7x19.2x0.3x
Sat, 19 Aug 2023US$67.1bUS$270.3bUS$4.7b15.1x14.2x0.2x
Mon, 17 Jul 2023US$66.7bUS$269.4bUS$4.8b14.3x13.9x0.2x
Price to Earnings Ratio

13.9x


Total Market Cap: US$66.7bTotal Earnings: US$4.8bTotal Revenue: US$269.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Retail Industry Price to Earnings3Y Average 25.6x202420252026
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 37.9x which is higher than its 3-year average PE of 25.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.34x.
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 2.8% 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 Market0.59%
Consumer Staples-2.01%
Food and Staples Retail-0.99%
Food Retail1.58%
Big Box Super Stores-1.09%
Food Distributors-2.47%
Drug Retail-6.08%
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
KR KrogerUS$59.862.8%
+US$1.0b		-15.3%PE35.1x
CASY Casey's General StoresUS$822.003.1%
+US$909.6m		57.0%PE42.6x
CART MaplebearUS$48.285.5%
+US$587.6m		-0.3%PE23.8x
ACI Albertsons CompaniesUS$14.341.5%
+US$102.9m		-35.6%PE32.3x
DDL Dingdong (Cayman)US$2.118.8%
+US$36.7m		-1.4%PE18.9x

Latest News

SFM
US$80.38
Sprouts Farmers Market
7D
-10.6%
1Y
-49.4%
Narrative Update • Jul 09

SFM: Specialty Shop Model And Buybacks Will Support Future Upside

Analysts have adjusted their fair value estimate for Sprouts Farmers Market from about $185 to roughly $130, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. Recent research also highlights both higher and lower Street price targets as views evolve on the company’s specialty shop model.
CASY
US$822.00
Casey's General Stores
7D
3.1%
1Y
57.0%
ACI
US$14.34
Albertsons Companies
7D
1.5%
1Y
-35.6%
WMK
US$79.17
Weis Markets
7D
-1.2%
1Y
5.8%
Seeking Alpha • Jul 06

Weis Markets: The Risk-Reward No Longer Works

Summary Weis Markets is trading at a premium, with current valuation metrics exceeding historical peer averages and limited operational upside forecasted. WMK's 'bond-proxy' profile is under pressure as dividend growth remains muted (~1.4% 10y CAGR), and recent buybacks appear one-off, limiting shareholder return catalysts. Despite ongoing store premiumization and stable margins (~5.3% EBITDA), same-store sales growth is slow (~2.2% over two years), and competitive pricing pressure persists. I assign a moderate 'Sell' rating as WMK's fair value is ~$75 per share, implying mid-single-digit downside from current ~$80 levels with limited near-term upside drivers. Read the full article on Seeking Alpha
KR
US$59.86
Kroger
7D
2.8%
1Y
-15.3%
CART
US$48.28
Maplebear
7D
5.5%
1Y
-0.3%
Seeking Alpha • Jul 02

Instacart Rattled By Kroger Acquisition: Should Investors Be Concerned?

Summary Instacart faces intensifying competitive threats from in-house grocery delivery solutions as industry consolidation accelerates, notably with Kroger's acquisition of Giant Eagle. I maintain a sell rating on CART due to margin compression and the likelihood of increased pricing pressure from scaled competitors like Walmart and Amazon. While CART's recent revenue growth and reverse DCF valuation offer some near-term appeal, net income margins have halved from ~25% to 12.55% over the past year. Despite short-term upside potential, I view CART's long-term prospects as challenged and would closely monitor margin trends and revenue growth if holding the stock. Read the full article on Seeking Alpha
IMKT.A
US$91.21
Ingles Markets
7D
1.2%
1Y
36.1%
TBBB
US$41.65
BBB Foods
7D
-1.0%
1Y
63.1%
Narrative Update • Jun 29

TBBB: Future Upside Will Rely On Structural Low-Price Market Share Gains

Analysts have nudged their fair value estimate for BBB Foods higher to $49.98 from $47.43, citing updated assumptions around a lower discount rate, slightly different revenue growth expectations, improved profit margin forecasts, and a reduced future P/E multiple. These changes are supported by recent research that highlights strong same-store sales and potential market share gains in the low-price segment.
GO
US$10.20
Grocery Outlet Holding
7D
-1.8%
1Y
-20.8%
NGVC
US$33.00
Natural Grocers by Vitamin Cottage
7D
1.2%
1Y
-15.6%
DDL
US$2.11
Dingdong (Cayman)
7D
8.8%
1Y
-1.4%
Narrative Update • Jun 26

DDL: Share Repurchases And Higher Margin Outlook Will Support Future Upside

Analysts have made a small upward adjustment to their Dingdong (Cayman) price target to $3.57 from $3.54, reflecting updated views on slightly lower revenue growth, a modestly higher profit margin, and a marginally higher future P/E assumption. What’s in the News for Dingdong (Cayman) Dingdong (Cayman) reported completion of a share repurchase tranche covering 695,957 shares, according to a buyback tranche update.
YSWY
US$20.41
Yesway
7D
-1.7%
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
REBN
US$1.46
Reborn Coffee
7D
-7.9%
1Y
-49.0%
VLGE.A
US$42.42
Village Super Market
7D
0.2%
1Y
15.5%
WBUY
US$0.77
Webuy Global
7D
-7.6%
1Y
-91.7%
WNW
US$3.32
Meiwu Technology
7D
-8.8%
1Y
-98.2%