Narrative Update • Jul 23

Over the last 7 days, the Food Retail industry has dropped 4.2%, driven by Albertsons Companies declining 27%. On the other hand Dingdong (Cayman) is actually up 6.6%. However, the industry is down 8.3% over the past year. Earnings are forecast to grow by 16% annually.
Has the U.S. Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | US$101.5b | US$292.4b | US$2.8b | 16.7x | 36.8x | 0.3x |
| Wed, 24 Jun 2026 | US$102.4b | US$292.4b | US$2.8b | 16.9x | 37.1x | 0.4x |
| Fri, 22 May 2026 | US$111.9b | US$290.8b | US$2.6b | 16.7x | 42.6x | 0.4x |
| Sun, 19 Apr 2026 | US$105.7b | US$287.4b | US$2.7b | 18.5x | 38.7x | 0.4x |
| Tue, 17 Mar 2026 | US$106.4b | US$285.8b | US$3.4b | 17.4x | 31.1x | 0.4x |
| Thu, 12 Feb 2026 | US$101.9b | US$284.7b | US$3.5b | 17.1x | 29.3x | 0.4x |
| Sat, 10 Jan 2026 | US$96.4b | US$284.4b | US$3.5b | 15.6x | 27.8x | 0.3x |
| Mon, 08 Dec 2025 | US$100.2b | US$283.4b | US$3.5b | 16.2x | 28.3x | 0.4x |
| Wed, 05 Nov 2025 | US$98.0b | US$282.5b | US$5.5b | 15.7x | 17.7x | 0.3x |
| Fri, 03 Oct 2025 | US$104.5b | US$282.0b | US$5.5b | 18.8x | 19x | 0.4x |
| Sun, 31 Aug 2025 | US$109.2b | US$281.4b | US$5.3b | 17x | 20.5x | 0.4x |
| Tue, 29 Jul 2025 | US$116.0b | US$280.6b | US$5.3b | 19x | 22x | 0.4x |
| Thu, 26 Jun 2025 | US$117.5b | US$279.9b | US$5.3b | 18.9x | 22.3x | 0.4x |
| Sat, 24 May 2025 | US$112.4b | US$279.6b | US$5.3b | 18.4x | 21.1x | 0.4x |
| Mon, 21 Apr 2025 | US$113.8b | US$278.5b | US$5.3b | 20.2x | 21.5x | 0.4x |
| Wed, 19 Mar 2025 | US$105.4b | US$277.9b | US$5.4b | 23.6x | 19.6x | 0.4x |
| Fri, 14 Feb 2025 | US$116.6b | US$279.5b | US$5.4b | 28.3x | 21.6x | 0.4x |
| Sun, 12 Jan 2025 | US$104.2b | US$279.6b | US$5.4b | 25.8x | 19.2x | 0.4x |
| Tue, 10 Dec 2024 | US$107.2b | US$279.7b | US$5.4b | 26.8x | 19.8x | 0.4x |
| Thu, 07 Nov 2024 | US$102.7b | US$279.6b | US$3.5b | 22.3x | 29.4x | 0.4x |
| Sat, 05 Oct 2024 | US$95.7b | US$279.1b | US$3.6b | 19.2x | 26.6x | 0.3x |
| Mon, 02 Sep 2024 | US$93.1b | US$278.7b | US$3.0b | 19.7x | 31.5x | 0.3x |
| Wed, 31 Jul 2024 | US$92.8b | US$278.3b | US$2.9b | 20.4x | 31.7x | 0.3x |
| Fri, 28 Jun 2024 | US$87.2b | US$277.9b | US$3.1b | 16.8x | 28.4x | 0.3x |
| Sun, 26 May 2024 | US$89.7b | US$277.8b | US$3.1b | 17.6x | 29.3x | 0.3x |
| Tue, 23 Apr 2024 | US$87.0b | US$274.6b | US$2.9b | 16.7x | 30x | 0.3x |
| Thu, 21 Mar 2024 | US$87.0b | US$274.7b | US$2.9b | 16.5x | 29.7x | 0.3x |
| Sat, 17 Feb 2024 | US$76.1b | US$272.3b | US$2.7b | 16.4x | 28.3x | 0.3x |
| Mon, 15 Jan 2024 | US$75.5b | US$272.7b | US$2.6b | 15.1x | 29.2x | 0.3x |
| Wed, 13 Dec 2023 | US$74.0b | US$272.2b | US$2.4b | 16.2x | 31x | 0.3x |
| Fri, 10 Nov 2023 | US$72.9b | US$272.2b | US$3.9b | 16.3x | 18.8x | 0.3x |
| Sun, 08 Oct 2023 | US$73.1b | US$271.6b | US$4.0b | 17x | 18.2x | 0.3x |
| Tue, 05 Sep 2023 | US$66.5b | US$270.0b | US$4.7b | 14.5x | 14.1x | 0.2x |
| Thu, 03 Aug 2023 | US$68.8b | US$270.2b | US$4.8b | 14.7x | 14.4x | 0.3x |
14.4x
How does U.S. Food Retail compare with similar industries?
| US Market | -1.05% | |
| Consumer Staples | -1.74% | |
| Food and Staples Retail | -2.95% | |
| Food Retail | -4.24% | |
| Drug Retail | 7.23% | |
| Food Distributors | 0.56% | |
| Big Box Super Stores | -3.07% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DDL Dingdong (Cayman) | US$2.42 | 5.7% +US$28.1m | 12.6% | PE21.6x | |
| SFM Sprouts Farmers Market | US$74.89 | 0.4% +US$26.3m | -53.1% | PE13.9x | |
| WBUY Webuy Global | US$0.85 | 35.5% +US$1.2m | -87.2% | PS0.2x | |
| CHSN Chanson International Holding | US$1.19 | 9.2% +US$39.0k | -99.9% | PE2.5x |