Narrative Update • Jun 07

The Food Retail industry is up 2.7% in the last week, with Casey's General Stores up 18%. In contrast, the industry has lost 4.3% in the last 12 months. As for the next few years, earnings are expected to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | US$105.1b | US$291.4b | US$2.7b | 18.5x | 38.6x | 0.4x |
| Sat, 09 May 2026 | US$109.0b | US$290.8b | US$2.8b | 16.5x | 39.2x | 0.4x |
| Mon, 06 Apr 2026 | US$107.7b | US$285.8b | US$3.4b | 14x | 31.6x | 0.4x |
| Wed, 04 Mar 2026 | US$104.6b | US$284.9b | US$3.4b | 16.5x | 30.5x | 0.4x |
| Fri, 30 Jan 2026 | US$96.8b | US$284.6b | US$3.5b | 15.1x | 27.9x | 0.3x |
| Sun, 28 Dec 2025 | US$100.1b | US$284.1b | US$3.6b | 15.2x | 28x | 0.4x |
| Tue, 25 Nov 2025 | US$102.1b | US$283.1b | US$5.5b | 15.1x | 18.7x | 0.4x |
| Thu, 23 Oct 2025 | US$106.6b | US$282.4b | US$5.5b | 19.1x | 19.3x | 0.4x |
| Sat, 20 Sep 2025 | US$107.8b | US$282.0b | US$5.4b | 16.9x | 20.1x | 0.4x |
| Mon, 18 Aug 2025 | US$111.2b | US$281.3b | US$5.3b | 19.2x | 20.9x | 0.4x |
| Wed, 16 Jul 2025 | US$117.8b | US$279.9b | US$5.3b | 19.5x | 22.4x | 0.4x |
| Fri, 13 Jun 2025 | US$110.5b | US$280.1b | US$5.3b | 19.2x | 20.7x | 0.4x |
| Sun, 11 May 2025 | US$114.7b | US$279.5b | US$5.3b | 20.2x | 21.6x | 0.4x |
| Tue, 08 Apr 2025 | US$106.3b | US$277.8b | US$5.4b | 19.1x | 19.9x | 0.4x |
| Thu, 06 Mar 2025 | US$106.0b | US$280.0b | US$5.4b | 23.8x | 19.5x | 0.4x |
| Sat, 01 Feb 2025 | US$110.1b | US$279.6b | US$5.4b | 27.8x | 20.3x | 0.4x |
| Mon, 30 Dec 2024 | US$105.6b | US$279.4b | US$5.4b | 25.7x | 19.6x | 0.4x |
| Wed, 27 Nov 2024 | US$108.4b | US$280.0b | US$5.4b | 28.3x | 19.9x | 0.4x |
| Fri, 25 Oct 2024 | US$100.6b | US$279.3b | US$3.5b | 19.1x | 29x | 0.4x |
| Sun, 22 Sep 2024 | US$96.2b | US$279.1b | US$3.6b | 20.9x | 26.7x | 0.3x |
| Tue, 20 Aug 2024 | US$92.5b | US$278.6b | US$2.9b | 19.1x | 31.5x | 0.3x |
| Thu, 18 Jul 2024 | US$92.3b | US$278.0b | US$3.1b | 19.3x | 30.1x | 0.3x |
| Sat, 15 Jun 2024 | US$87.1b | US$277.8b | US$3.1b | 16.7x | 28.2x | 0.3x |
| Mon, 13 May 2024 | US$88.4b | US$275.0b | US$3.1b | 18.1x | 28.6x | 0.3x |
| Wed, 10 Apr 2024 | US$87.2b | US$274.7b | US$2.9b | 16.1x | 30x | 0.3x |
| Fri, 08 Mar 2024 | US$85.8b | US$274.7b | US$2.9b | 17.7x | 29.1x | 0.3x |
| Sun, 04 Feb 2024 | US$74.8b | US$272.7b | US$2.6b | 14.6x | 29x | 0.3x |
| Tue, 02 Jan 2024 | US$75.1b | US$272.3b | US$2.4b | 16.5x | 31.4x | 0.3x |
| Thu, 30 Nov 2023 | US$73.4b | US$272.3b | US$2.1b | 16.7x | 34.3x | 0.3x |
| Sat, 28 Oct 2023 | US$73.1b | US$272.0b | US$3.9b | 17.4x | 18.8x | 0.3x |
| Mon, 25 Sep 2023 | US$76.3b | US$271.5b | US$4.0b | 15.7x | 19.1x | 0.3x |
| Wed, 23 Aug 2023 | US$67.3b | US$270.2b | US$4.7b | 15.1x | 14.3x | 0.2x |
| Fri, 21 Jul 2023 | US$68.6b | US$269.3b | US$4.8b | 14.6x | 14.3x | 0.3x |
| Sun, 18 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 | -4.05% | |
| Consumer Staples | 3.68% | |
| Food and Staples Retail | 3.24% | |
| Food Retail | 8.03% | |
| Food Distributors | 5.18% | |
| Big Box Super Stores | 2.82% | |
| Drug Retail | -9.58% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CASY Casey's General Stores | US$915.60 | 18.3% +US$5.2b | 83.3% | PE47.4x | |
| KR Kroger | US$64.46 | 5.3% +US$2.0b | -0.2% | PE39.1x | |
| SFM Sprouts Farmers Market | US$86.82 | 9.9% +US$737.3m | -45.7% | PE16.1x | |
| CART Maplebear | US$41.21 | 3.1% +US$289.1m | -6.7% | PE20.3x | |
| WMK Weis Markets | US$82.06 | 11.1% +US$203.2m | 10.1% | PE19.9x |