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U.S. Food Retail Industry Analysis

UpdatedAug 25, 2026
DataAggregated Company Financials
Companies26
  • 7D2.9%
  • 3M1.7%
  • 1Y2.2%
  • YTDn/a

The Food Retail is pretty flat in the last 7 days, but Kroger has stood out, gaining 5.4%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Aug 2026US$105.7bUS$292.8bUS$2.5b16x41.5x0.4x
Thu, 23 Jul 2026US$104.8bUS$292.4bUS$2.8b17.6x38x0.4x
Sat, 20 Jun 2026US$103.2bUS$291.5bUS$2.7b17.1x37.9x0.4x
Mon, 18 May 2026US$109.4bUS$290.8bUS$2.6b16.5x41.6x0.4x
Wed, 15 Apr 2026US$104.7bUS$286.0bUS$3.4b13.8x30.8x0.4x
Fri, 13 Mar 2026US$103.7bUS$285.8bUS$3.4b15.6x30.3x0.4x
Sun, 08 Feb 2026US$103.0bUS$284.7bUS$3.5b17x29.6x0.4x
Tue, 06 Jan 2026US$98.5bUS$284.1bUS$3.6b15.2x27.5x0.3x
Thu, 04 Dec 2025US$103.9bUS$283.2bUS$5.5b16.1x19x0.4x
Sat, 01 Nov 2025US$99.0bUS$282.6bUS$5.5b15.3x17.8x0.4x
Mon, 29 Sep 2025US$105.1bUS$282.0bUS$5.5b18.3x19.1x0.4x
Wed, 27 Aug 2025US$111.3bUS$281.4bUS$5.3b17.3x20.9x0.4x
Fri, 25 Jul 2025US$118.0bUS$280.6bUS$5.3b19.9x22.4x0.4x
Sun, 22 Jun 2025US$111.4bUS$280.0bUS$5.3b18.8x20.8x0.4x
Tue, 20 May 2025US$114.3bUS$279.6bUS$5.3b19.4x21.4x0.4x
Thu, 17 Apr 2025US$110.5bUS$278.5bUS$5.3b19.8x20.9x0.4x
Sat, 15 Mar 2025US$102.4bUS$277.9bUS$5.4b23x19.1x0.4x
Mon, 10 Feb 2025US$114.7bUS$279.4bUS$5.4b27.9x21.3x0.4x
Wed, 08 Jan 2025US$105.7bUS$279.4bUS$5.4b25.7x19.6x0.4x
Fri, 06 Dec 2024US$108.1bUS$279.7bUS$5.4b27.9x20x0.4x
Sun, 03 Nov 2024US$101.0bUS$279.5bUS$3.5b19.4x28.9x0.4x
Tue, 01 Oct 2024US$96.8bUS$279.1bUS$3.6b20.9x26.9x0.3x
Thu, 29 Aug 2024US$93.6bUS$278.7bUS$3.0b19.3x31.7x0.3x
Sat, 27 Jul 2024US$97.8bUS$285.3bUS$3.2b19.9x30.2x0.3x
Mon, 24 Jun 2024US$86.6bUS$277.8bUS$3.1b16.8x28x0.3x
Wed, 22 May 2024US$86.7bUS$275.0bUS$3.1b17.9x28x0.3x
Fri, 19 Apr 2024US$86.2bUS$274.7bUS$2.9b16.2x29.7x0.3x
Sun, 17 Mar 2024US$86.7bUS$274.7bUS$2.9b17.6x29.5x0.3x
Tue, 13 Feb 2024US$75.6bUS$272.3bUS$2.7b16x28.3x0.3x
Thu, 11 Jan 2024US$75.7bUS$272.7bUS$2.6b15.2x29.3x0.3x
Sat, 09 Dec 2023US$74.4bUS$272.2bUS$2.4b16.6x31.5x0.3x
Mon, 06 Nov 2023US$74.7bUS$272.1bUS$3.9b16.7x19.2x0.3x
Wed, 04 Oct 2023US$73.9bUS$271.6bUS$4.0b16.6x18.5x0.3x
Fri, 01 Sep 2023US$67.0bUS$270.3bUS$4.7b14.7x14.2x0.2x
Price to Earnings Ratio

14.2x


Total Market Cap: US$67.0bTotal 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 26.7x202420252026
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 41.5x which is higher than its 3-year average PE of 26.7x.
  • 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 19% 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 Market-1.55%
Consumer Staples1.04%
Food and Staples Retail-2.31%
Food Retail2.89%
Food Distributors1.47%
Big Box Super Stores-2.92%
Drug Retail-6.20%
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$59.085.4%
+US$1.8b		-15.8%PE34.6x
CART MaplebearUS$51.786.0%
+US$676.0m		21.1%PE25.4x
SFM Sprouts Farmers MarketUS$86.136.9%
+US$515.7m		-40.7%PE16x
TBBB BBB FoodsUS$50.824.9%
+US$287.2m		95.3%PS1.1x
ACI Albertsons CompaniesUS$12.613.4%
+US$199.0m		-35.9%PE93.2x

Latest News

SFM
US$86.13
Sprouts Farmers Market
7D
6.9%
1Y
-40.7%
Narrative Update • Aug 20

SFM: E Commerce And Unit Expansion Will Drive Future Upside Potential

For Sprouts Farmers Market, the analyst price target has been reset lower to $114 from $130.13 as analysts factor in a slightly higher discount rate, a lower assumed future P/E of 18.01, and modest adjustments to long term margin and growth expectations following recent mixed operating trends and cautious but constructive Street research. Analyst Commentary Recent Street research on Sprouts Farmers Market shows a mix of caution and optimism, with several bullish analysts highlighting potential upside drivers even as some near term trends remain uneven.
ACI
US$12.61
Albertsons Companies
7D
3.4%
1Y
-35.9%
CASY
US$854.21
Casey's General Stores
7D
-1.8%
1Y
72.0%
CART
US$51.78
Maplebear
7D
6.0%
1Y
21.1%
TBBB
US$50.82
BBB Foods
7D
4.9%
1Y
95.3%
Seeking Alpha • Aug 17

BBB Foods: Great Business But Lacks Margin Of Safety At Current Valuations

Summary Tiendas 3B delivered another exceptional quarter, with same-store sales up ~20% and revenue growth accelerating to 38.7% year-over-year. TBBB continues aggressive expansion, opening 155 new stores in Q2 and maintaining strong traffic despite low food inflation and broader retail weakness. Adjusted EBITDA grew 43.8% to ~6.1% margin, but share count dilution from SBC remains a concern, potentially reaching ~142 million shares by FY 2030. I maintain a 'Hold' rating; TBBB is a great business but lacks margin of safety at current valuations, even under bullish FY 2030 scenarios. Read the full article on Seeking Alpha
KR
US$59.08
Kroger
7D
5.4%
1Y
-15.8%
REBN
US$1.37
Reborn Coffee
7D
-7.4%
1Y
-55.1%
GO
US$12.04
Grocery Outlet Holding
7D
4.8%
1Y
-35.2%
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%.
IMKT.A
US$85.45
Ingles Markets
7D
-1.2%
1Y
26.4%
WMK
US$71.04
Weis Markets
7D
1.1%
1Y
-3.5%
MSS
US$1.39
Maison Solutions
7D
-4.8%
1Y
-96.6%
WBUY
US$0.77
Webuy Global
7D
-8.8%
1Y
-75.2%
VLGE.A
US$44.24
Village Super Market
7D
3.4%
1Y
21.8%
WNW
US$2.45
Meiwu Technology
7D
-4.3%
1Y
-98.6%