Narrative Update • Jun 07

Over the last 7 days, the Food Retail industry has risen 8.0%, driven by gains from Casey's General Stores of 18%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 16% per annum.
Has the U.S. Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | US$111.8b | US$291.5b | US$2.7b | 18.5x | 41.1x | 0.4x |
| Sun, 10 May 2026 | US$109.0b | US$290.8b | US$2.8b | 16.5x | 39.2x | 0.4x |
| Tue, 07 Apr 2026 | US$107.7b | US$285.8b | US$3.4b | 14x | 31.6x | 0.4x |
| Thu, 05 Mar 2026 | US$104.1b | US$284.9b | US$3.4b | 16.3x | 30.4x | 0.4x |
| Sat, 31 Jan 2026 | US$96.7b | US$284.5b | US$3.5b | 15x | 27.9x | 0.3x |
| Mon, 29 Dec 2025 | US$100.1b | US$284.1b | US$3.6b | 15.2x | 28x | 0.4x |
| Wed, 26 Nov 2025 | US$100.6b | US$283.1b | US$5.5b | 15.4x | 18.4x | 0.4x |
| Fri, 24 Oct 2025 | US$107.4b | US$282.4b | US$5.5b | 19.1x | 19.4x | 0.4x |
| Sun, 21 Sep 2025 | US$106.0b | US$282.0b | US$5.4b | 16.9x | 19.8x | 0.4x |
| Tue, 19 Aug 2025 | US$111.2b | US$281.3b | US$5.3b | 17.2x | 20.9x | 0.4x |
| Thu, 17 Jul 2025 | US$116.7b | US$280.6b | US$5.3b | 20x | 22.2x | 0.4x |
| Sat, 14 Jun 2025 | US$110.8b | US$280.1b | US$5.3b | 18.5x | 20.7x | 0.4x |
| Mon, 12 May 2025 | US$114.7b | US$279.5b | US$5.3b | 20.2x | 21.6x | 0.4x |
| Wed, 09 Apr 2025 | US$105.5b | US$277.8b | US$5.4b | 18.7x | 19.7x | 0.4x |
| Fri, 07 Mar 2025 | US$106.0b | US$277.3b | US$5.4b | 23.1x | 19.8x | 0.4x |
| Sun, 02 Feb 2025 | US$110.5b | US$279.6b | US$5.4b | 27.8x | 20.4x | 0.4x |
| Tue, 31 Dec 2024 | US$105.6b | US$279.4b | US$5.4b | 25.8x | 19.6x | 0.4x |
| Thu, 28 Nov 2024 | US$108.9b | US$280.0b | US$5.4b | 28.1x | 20x | 0.4x |
| Sat, 26 Oct 2024 | US$99.7b | US$279.3b | US$3.5b | 19.1x | 28.7x | 0.4x |
| Mon, 23 Sep 2024 | US$96.2b | US$279.1b | US$3.6b | 20.9x | 26.7x | 0.3x |
| Wed, 21 Aug 2024 | US$92.7b | US$278.6b | US$2.9b | 18.9x | 31.5x | 0.3x |
| Fri, 19 Jul 2024 | US$92.8b | US$278.0b | US$3.1b | 19.2x | 30.2x | 0.3x |
| Sun, 16 Jun 2024 | US$86.8b | US$277.8b | US$3.1b | 16.7x | 28.1x | 0.3x |
| Tue, 14 May 2024 | US$87.8b | US$275.0b | US$3.1b | 18x | 28.4x | 0.3x |
| Thu, 11 Apr 2024 | US$87.2b | US$274.7b | US$2.9b | 16x | 30x | 0.3x |
| Sat, 09 Mar 2024 | US$86.0b | US$274.7b | US$2.9b | 17.8x | 29.2x | 0.3x |
| Mon, 05 Feb 2024 | US$74.8b | US$272.7b | US$2.6b | 14.6x | 29x | 0.3x |
| Wed, 03 Jan 2024 | US$75.9b | US$272.3b | US$2.4b | 16.7x | 31.7x | 0.3x |
| Fri, 01 Dec 2023 | US$72.8b | US$272.2b | US$2.4b | 16.1x | 30.8x | 0.3x |
| Sun, 29 Oct 2023 | US$73.1b | US$272.0b | US$3.9b | 17.4x | 18.8x | 0.3x |
| Tue, 26 Sep 2023 | US$76.7b | US$271.5b | US$4.0b | 15.9x | 19.2x | 0.3x |
| Thu, 24 Aug 2023 | US$67.5b | US$270.3b | US$4.7b | 15.1x | 14.3x | 0.2x |
| Sat, 22 Jul 2023 | US$68.8b | US$269.3b | US$4.8b | 14.7x | 14.4x | 0.3x |
| Mon, 19 Jun 2023 | US$64.7b | US$269.4b | US$4.8b | 14x | 13.5x | 0.2x |
13.5x
How does U.S. Food Retail compare with similar industries?
| US Market | -2.36% | |
| Consumer Staples | 3.53% | |
| Food and Staples Retail | 2.76% | |
| Food Retail | 8.27% | |
| Food Distributors | 8.07% | |
| Big Box Super Stores | 2.10% | |
| Drug Retail | -6.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CASY Casey's General Stores | US$916.28 | 20.3% +US$5.7b | 80.7% | PE47.4x | |
| KR Kroger | US$64.12 | 3.0% +US$1.2b | -1.4% | PE38.9x | |
| SFM Sprouts Farmers Market | US$88.12 | 9.9% +US$746.7m | -43.9% | PE16.3x | |
| TBBB BBB Foods | US$41.81 | 9.5% +US$435.2m | 56.0% | PS1x | |
| WMK Weis Markets | US$82.54 | 9.1% +US$169.7m | 12.0% | PE20x |