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U.S. Food Retail Industry Analysis

UpdatedAug 31, 2026
DataAggregated Company Financials
Companies27
  • 7D-5.2%
  • 3M0.6%
  • 1Y-1.5%
  • YTDn/a

Over the last 7 days, the Food Retail industry has dropped 2.9%, driven by a pullback from Casey's General Stores of 9.6%. As for the longer term, the industry's performance has been flat for the past year. 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
Mon, 31 Aug 2026US$102.6bUS$292.8bUS$2.5b15.1x40.3x0.4x
Wed, 29 Jul 2026US$102.9bUS$292.4bUS$2.8b17.5x37.3x0.4x
Fri, 26 Jun 2026US$104.5bUS$292.4bUS$2.8b16.4x37.9x0.4x
Sun, 24 May 2026US$109.7bUS$290.8bUS$2.6b16.8x41.8x0.4x
Tue, 21 Apr 2026US$105.7bUS$287.4bUS$2.7b18x38.7x0.4x
Thu, 19 Mar 2026US$106.7bUS$285.8bUS$3.4b15.2x31.3x0.4x
Sat, 14 Feb 2026US$104.2bUS$284.7bUS$3.5b17.8x29.9x0.4x
Mon, 12 Jan 2026US$96.1bUS$284.4bUS$3.5b15.8x27.7x0.3x
Wed, 10 Dec 2025US$100.8bUS$283.4bUS$3.5b15.8x28.4x0.4x
Fri, 07 Nov 2025US$97.2bUS$282.7bUS$5.5b15.5x17.6x0.3x
Sun, 05 Oct 2025US$104.9bUS$282.0bUS$5.5b18.9x19.1x0.4x
Tue, 02 Sep 2025US$109.2bUS$281.4bUS$5.3b17x20.5x0.4x
Thu, 31 Jul 2025US$113.1bUS$280.5bUS$5.3b18.9x21.5x0.4x
Sat, 28 Jun 2025US$114.6bUS$279.9bUS$5.3b18.8x21.8x0.4x
Mon, 26 May 2025US$113.2bUS$279.6bUS$5.3b18.4x21.2x0.4x
Wed, 23 Apr 2025US$114.1bUS$278.7bUS$5.3b20.6x21.5x0.4x
Fri, 21 Mar 2025US$104.4bUS$277.9bUS$5.4b22.7x19.5x0.4x
Sun, 16 Feb 2025US$116.4bUS$279.5bUS$5.4b28.8x21.6x0.4x
Tue, 14 Jan 2025US$104.2bUS$279.6bUS$5.4b26.1x19.2x0.4x
Thu, 12 Dec 2024US$106.8bUS$279.6bUS$5.4b27.1x19.6x0.4x
Sat, 09 Nov 2024US$107.2bUS$279.8bUS$3.5b23x30.5x0.4x
Mon, 07 Oct 2024US$97.0bUS$279.1bUS$3.6b19.2x27x0.3x
Wed, 04 Sep 2024US$93.1bUS$278.7bUS$3.0b19.6x31.5x0.3x
Fri, 02 Aug 2024US$94.5bUS$278.3bUS$2.9b20.2x32.3x0.3x
Sun, 30 Jun 2024US$87.9bUS$277.9bUS$3.1b16.9x28.6x0.3x
Tue, 28 May 2024US$89.7bUS$277.8bUS$3.1b17.6x29.3x0.3x
Thu, 25 Apr 2024US$85.9bUS$274.6bUS$2.8b16.7x30.2x0.3x
Sat, 23 Mar 2024US$87.9bUS$274.7bUS$2.9b16.6x30x0.3x
Mon, 19 Feb 2024US$77.0bUS$272.3bUS$2.7b16.4x28.6x0.3x
Wed, 17 Jan 2024US$75.5bUS$272.7bUS$2.6b14.7x29.2x0.3x
Fri, 15 Dec 2023US$75.3bUS$272.3bUS$2.4b16.4x31.5x0.3x
Sun, 12 Nov 2023US$72.5bUS$272.3bUS$2.1b15.6x34.7x0.3x
Tue, 10 Oct 2023US$73.9bUS$271.6bUS$4.0b17x18.4x0.3x
Thu, 07 Sep 2023US$65.9bUS$270.0bUS$4.7b14.3x14x0.2x
Price to Earnings Ratio

14x


Total Market Cap: US$65.9bTotal Earnings: US$4.7bTotal Revenue: US$270.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Retail Industry Price to Earnings3Y Average 26.8x202420252026
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 40.2x which is higher than its 3-year average PE of 26.8x.
  • 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 Market0.67%
Consumer Staples-2.58%
Food and Staples Retail-3.25%
Food Retail-5.17%
Drug Retail1.92%
Food Distributors-2.52%
Big Box Super Stores-3.15%
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
GO Grocery Outlet HoldingUS$12.171.1%
+US$12.9m		-32.8%PS0.3x
WNW Meiwu TechnologyUS$2.7913.9%
+US$9.0m		-98.4%PS10.4x
WMK Weis MarketsUS$71.200.2%
+US$4.0m		-0.6%PE17.7x
WBUY Webuy GlobalUS$0.838.5%
+US$338.2k		-72.5%PS0.2x
MSS Maison SolutionsUS$1.6015.1%
+US$133.7k		-96.6%PS0.009x

Latest News

CASY
US$755.47
Casey's General Stores
7D
-11.6%
1Y
52.8%
Seeking Alpha • 2h

Casey's General Stores: A Superior Operator Awarded Too Superior Valuations

Summary Casey's General Stores has achieved strong operational performance, but shares now trade at elevated 25–27x earnings after a 75% rally in 20 months. Casey's growth is driven by rural market dominance, high-margin prepared food, and strategic M&A, including the transformative $1.14 billion Fikes/CEFCO acquisition. Pro forma leverage remains manageable near 2x EBITDA, but rising margins, multiples, and expectations create a less compelling risk-reward at current levels. I remain cautious and prefer to stay on the sidelines despite Casey's robust business model, margin expansion, and ongoing bolt-on acquisition strategy. Read the full article on Seeking Alpha
CART
US$50.54
Maplebear
7D
-2.4%
1Y
16.5%
KR
US$57.72
Kroger
7D
-2.3%
1Y
-14.9%
Seeking Alpha • Aug 29

Kroger Stock Remains Deeply Discounted

Summary The Kroger Co. remains a Buy due to its compelling valuation despite recent share price underperformance and mixed profitability. KR's e-commerce sales surged 13% year-over-year, with adjusted growth of 19%, and private label 'Our Brands' outpaced national brands by 175 basis points. Management forecasts flat to modest growth in identical sales and EPS for fiscal 2026 but expects operating cash flow to decline to around $6.7 billion. Acquisition of Giant Eagle introduces leverage uncertainty, with net leverage expected to rise to 2.3–2.5x EBITDA, though strategic rationale appears sound. Read the full article on Seeking Alpha
TBBB
US$48.99
BBB Foods
7D
-3.6%
1Y
82.1%
Narrative Update • Aug 27

TBBB: Expansion Losses And Q2 Execution Risks Will Test Lofty Expectations

Analysts have raised their price targets on BBB Foods to a higher range of $48 to $51, pointing to stronger same store sales, a more profitable store base and what they view as an outstanding growth profile for the business. Analyst Commentary Recent research coverage on BBB Foods has highlighted a mix of optimism about the business model and awareness of the risks that could affect how the stock trades from here.
MSS
US$1.60
Maison Solutions
7D
15.1%
1Y
-96.6%
ACI
US$12.53
Albertsons Companies
7D
-0.6%
1Y
-35.6%
Narrative Update • Aug 25

ACI: Restructuring Program Will Drive Future Returns Despite Execution Risks

Analysts have reduced the Albertsons Companies fair value estimate from $15.31 to $14.19, as multiple firms cut price targets into a $10 to $18 range, citing weaker earnings, market share pressure, higher price positioning, leadership changes, and near term execution risks. Analyst Commentary Recent Street research on Albertsons Companies clusters around a more cautious view on execution, pricing, and market share.
SFM
US$81.46
Sprouts Farmers Market
7D
-5.4%
1Y
-42.0%
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.
YSWY
US$24.55
Yesway
7D
-3.4%
1Y
n/a
Seeking Alpha • Aug 17

Yesway Q2: Further Volatility In Performance Is Expected

Summary Yesway, Inc. delivered strong Q2 ’26 revenue growth of 36% y/y, driven by fuel sales, but GAAP EPS missed estimates significantly. YSWY’s management raised FY26 Adjusted EBITDA guidance to $235m–$245m, reflecting confidence in operational improvements despite anticipated fuel margin normalization. Store expansion remains limited, with a focus on quality over quantity and operational efficiency, including SKU rationalization and loyalty monetization initiatives. I maintain a Hold stance on YSWY, citing macroeconomic volatility and unsustainable fuel margins; operational focus is prudent amid uncertain revenue trends. Read the full article on Seeking Alpha
GO
US$12.17
Grocery Outlet Holding
7D
1.1%
1Y
-32.8%
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$82.12
Ingles Markets
7D
-3.9%
1Y
21.3%
WMK
US$71.20
Weis Markets
7D
0.2%
1Y
-0.6%
WBUY
US$0.83
Webuy Global
7D
8.5%
1Y
-72.5%
WNW
US$2.79
Meiwu Technology
7D
13.9%
1Y
-98.4%