Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Food Retail Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies26
  • 7D-1.0%
  • 3M-8.5%
  • 1Y-3.6%
  • YTDn/a

Over the last 7 days, the Food Retail industry has dropped 1.0%, driven by a pullback from Casey's General Stores of 4.7%. The industry has fallen 3.6% in the last year. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025US$98.6bUS$284.0bUS$3.6b15.1x27.5x0.3x
Thu, 13 Nov 2025US$99.9bUS$282.8bUS$5.6b16x18x0.4x
Sat, 11 Oct 2025US$104.6bUS$282.0bUS$5.5b18.1x19x0.4x
Mon, 08 Sep 2025US$109.7bUS$281.4bUS$5.3b17.1x20.6x0.4x
Wed, 06 Aug 2025US$114.5bUS$280.9bUS$5.3b18.4x21.6x0.4x
Fri, 04 Jul 2025US$115.7bUS$280.0bUS$5.3b19.7x22x0.4x
Sun, 01 Jun 2025US$113.3bUS$279.6bUS$5.3b19.1x21.3x0.4x
Tue, 29 Apr 2025US$113.6bUS$278.7bUS$5.3b20.1x21.4x0.4x
Thu, 27 Mar 2025US$105.2bUS$277.9bUS$5.4b23.2x19.6x0.4x
Sat, 22 Feb 2025US$111.9bUS$279.8bUS$5.4b27.7x20.6x0.4x
Mon, 20 Jan 2025US$104.1bUS$279.6bUS$5.4b27.1x19.2x0.4x
Wed, 18 Dec 2024US$108.2bUS$279.6bUS$5.4b26.4x19.9x0.4x
Fri, 15 Nov 2024US$106.3bUS$279.8bUS$5.4b24.3x19.6x0.4x
Sun, 13 Oct 2024US$98.2bUS$279.1bUS$3.6b19.3x27.3x0.4x
Tue, 10 Sep 2024US$90.4bUS$278.9bUS$3.0b19.5x30.5x0.3x
Thu, 08 Aug 2024US$91.6bUS$278.5bUS$2.7b19.3x33.6x0.3x
Sat, 06 Jul 2024US$88.4bUS$277.9bUS$3.1b17.4x28.7x0.3x
Mon, 03 Jun 2024US$87.9bUS$277.7bUS$3.1b17.5x28.7x0.3x
Wed, 01 May 2024US$86.2bUS$274.6bUS$2.8b16.4x30.3x0.3x
Fri, 29 Mar 2024US$88.7bUS$274.7bUS$2.9b16.7x30.3x0.3x
Sun, 25 Feb 2024US$79.5bUS$272.5bUS$2.7b16.5x29.5x0.3x
Tue, 23 Jan 2024US$76.1bUS$272.7bUS$2.6b15.3x29.5x0.3x
Thu, 21 Dec 2023US$74.8bUS$272.3bUS$2.4b16.7x31.3x0.3x
Sat, 18 Nov 2023US$71.8bUS$272.2bUS$2.1b17.3x33.6x0.3x
Mon, 16 Oct 2023US$73.4bUS$271.6bUS$3.9b17.3x18.7x0.3x
Wed, 13 Sep 2023US$66.6bUS$268.6bUS$3.8b14.8x17.4x0.2x
Fri, 11 Aug 2023US$69.2bUS$270.3bUS$4.7b15.2x14.7x0.3x
Sun, 09 Jul 2023US$67.1bUS$269.3bUS$4.8b14.4x14x0.2x
Tue, 06 Jun 2023US$64.0bUS$268.9bUS$4.5b13.9x14.3x0.2x
Thu, 04 May 2023US$67.2bUS$265.4bUS$4.6b15.2x14.8x0.3x
Sat, 01 Apr 2023US$66.4bUS$264.4bUS$4.6b15.7x14.3x0.3x
Mon, 27 Feb 2023US$61.5bUS$261.9bUS$4.6b13.4x13.2x0.2x
Wed, 25 Jan 2023US$62.4bUS$261.8bUS$4.7b13x13.4x0.2x
Fri, 23 Dec 2022US$62.9bUS$260.3bUS$4.8b13.9x13.1x0.2x
Price to Earnings Ratio

13.1x


Total Market Cap: US$62.9bTotal Earnings: US$4.8bTotal Revenue: US$260.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Retail Industry Price to Earnings3Y Average 21.9x202320242025
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 27.5x which is higher than its 3-year average PE of 21.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.32x.
Past Earnings Growth
  • The earnings for companies in the Food Retail industry have declined 9.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.9% 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-0.59%
Consumer Staples0.87%
Food and Staples Retail0.79%
Food Retail-1.03%
Food Distributors1.88%
Big Box Super Stores0.86%
Drug Retail-2.14%
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$45.402.0%
+US$236.3m		6.6%PE23.6x
ACI Albertsons CompaniesUS$17.331.0%
+US$93.4m		-12.7%PE9.7x
VLGE.A Village Super MarketUS$38.029.3%
+US$47.7m		15.5%PE10.4x
WMK Weis MarketsUS$67.292.8%
+US$46.0m		-5.7%PE16.7x
NGVC Natural Grocers by Vitamin CottageUS$25.312.1%
+US$13.7m		-39.1%PE12.6x

Latest News

CART
US$45.40
Maplebear
7D
2.0%
1Y
6.6%

CART: Expanded Retail Partnerships And Buybacks Will Drive Strong Future Returns

Narrative Update on Maplebear Analysts have nudged their price target on Maplebear slightly lower to approximately $50.62 per share from about $50.70, reflecting modestly higher long term revenue growth and profit margin expectations, offset by a slightly lower projected future valuation multiple. What's in the News Raised total share repurchase authorization to $2.5 billion, adding $1.5 billion in new capacity.
VLGE.A
US$38.02
Village Super Market
7D
9.3%
1Y
15.5%
HCWC
US$0.28
Healthy Choice Wellness
7D
-52.3%
1Y
-67.3%
CASY
US$546.92
Casey's General Stores
7D
-3.5%
1Y
28.8%
GO
US$10.56
Grocery Outlet Holding
7D
-5.3%
1Y
-39.3%

GO: Future Outlook Will Balance Moderated Guidance With Margin Improvement Expectations

Analysts have trimmed their price target on Grocery Outlet Holding by approximately $1.00 per share. This reflects a slightly higher discount rate and more conservative revenue growth expectations, partly offset by improved margin assumptions and a lower projected future P E multiple.
DDL
US$2.05
Dingdong (Cayman)
7D
-1.9%
1Y
-48.2%

DDL: Higher Discount Rate Will Likely Pressure Shares Despite Margin Improvement

Analysts have reduced their price target on Dingdong (Cayman) by roughly one third to approximately 1.61 dollars, citing a combination of slightly slower expected revenue growth, a higher discount rate, and a lower future earnings multiple, partially offset by improved profit margin assumptions. Valuation Changes The fair value estimate has declined from approximately 2.51 dollars to 1.61 dollars per share.
NGVC
US$25.31
Natural Grocers by Vitamin Cottage
7D
2.1%
1Y
-39.1%
KR
US$62.66
Kroger
7D
-1.1%
1Y
1.0%
SFM
US$80.39
Sprouts Farmers Market
7D
-3.7%
1Y
-43.8%

SFM: Future Multi Year Expansion Should Support Improved Risk Reward Profile

Analysts have modestly reduced their price target on Sprouts Farmers Market, trimming it by single digits in dollar terms as they balance near term headwinds around limited catalysts, slowing comps, and heightened competition against a still constructive medium to long term growth outlook supported by solid execution and an attractive entry point. Analyst Commentary Recent Street research reflects a recalibration of expectations for Sprouts Farmers Market, with modestly lower price targets but a continued positive stance on the company’s longer term trajectory.
ACI
US$17.33
Albertsons Companies
7D
1.0%
1Y
-12.7%

ACI: Digital And Data Platform Will Deepen Engagement Across Grocery And Pharmacy

Analysts have modestly increased their blended price target for Albertsons Companies to $23.63 per share, reflecting expectations that the retailer's evolving data driven, digitally integrated platform and improving profit margins can offset slightly slower revenue growth and near term margin uncertainty. Analyst Commentary Bullish analysts see Albertsons' transformation into a data driven, digitally integrated food and wellness platform as a key driver of long term value creation, supporting higher price targets despite mixed near term signals.
TBBB
US$33.05
BBB Foods
7D
-0.4%
1Y
9.6%

TBBB: Future Sector Leadership Will Depend On Executing Store Expansion

Analysts have raised their price target on BBB Foods by $3.50 to $39.00, citing its status as a top retail sector pick despite expectations for softer near term trends. Analyst Commentary Bullish analysts highlight that the higher price target reflects confidence in BBB Foods' ability to execute on its growth strategy, even as near term sector trends soften.
IMKT.A
US$71.56
Ingles Markets
7D
-1.5%
1Y
5.0%
REBN
US$1.61
Reborn Coffee
7D
3.9%
1Y
45.0%
WMK
US$67.29
Weis Markets
7D
2.8%
1Y
-5.7%