Narrative Update • Jul 30

The Food Retail is pretty flat in the last 7 days, but Sprouts Farmers Market has stood out, gaining 8.7%. As for the longer term, the industry has declined 3.0% in the last year. 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 |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | US$105.0b | US$292.7b | US$2.6b | 17.8x | 40.4x | 0.4x |
| Fri, 03 Jul 2026 | US$102.2b | US$292.4b | US$2.8b | 17x | 37x | 0.3x |
| Sun, 31 May 2026 | US$103.5b | US$290.8b | US$2.6b | 16.9x | 39.5x | 0.4x |
| Tue, 28 Apr 2026 | US$108.1b | US$290.1b | US$2.8b | 17.4x | 39.1x | 0.4x |
| Thu, 26 Mar 2026 | US$103.9b | US$285.8b | US$3.4b | 13.8x | 30.4x | 0.4x |
| Sat, 21 Feb 2026 | US$103.1b | US$285.0b | US$3.4b | 17.4x | 30.1x | 0.4x |
| Mon, 19 Jan 2026 | US$100.1b | US$284.5b | US$3.5b | 14.9x | 28.8x | 0.4x |
| Wed, 17 Dec 2025 | US$98.7b | US$284.0b | US$3.6b | 15x | 27.5x | 0.3x |
| Fri, 14 Nov 2025 | US$100.6b | US$282.8b | US$5.5b | 16.2x | 18.1x | 0.4x |
| Sun, 12 Oct 2025 | US$104.5b | US$282.0b | US$5.5b | 18.1x | 19x | 0.4x |
| Tue, 09 Sep 2025 | US$109.7b | US$281.4b | US$5.3b | 20.1x | 20.6x | 0.4x |
| Thu, 07 Aug 2025 | US$113.6b | US$281.0b | US$5.3b | 19.2x | 21.5x | 0.4x |
| Sat, 05 Jul 2025 | US$115.7b | US$280.0b | US$5.3b | 19.7x | 22x | 0.4x |
| Mon, 02 Jun 2025 | US$113.3b | US$279.6b | US$5.3b | 19.1x | 21.3x | 0.4x |
| Wed, 30 Apr 2025 | US$113.6b | US$278.7b | US$5.3b | 20.6x | 21.4x | 0.4x |
| Fri, 28 Mar 2025 | US$106.6b | US$277.9b | US$5.4b | 23.3x | 19.9x | 0.4x |
| Sun, 23 Feb 2025 | US$111.9b | US$279.8b | US$5.4b | 27.7x | 20.6x | 0.4x |
| Tue, 21 Jan 2025 | US$104.1b | US$279.6b | US$5.4b | 27.1x | 19.2x | 0.4x |
| Thu, 19 Dec 2024 | US$106.7b | US$279.6b | US$5.4b | 25.3x | 19.6x | 0.4x |
| Sat, 16 Nov 2024 | US$105.2b | US$279.8b | US$5.4b | 24.3x | 19.4x | 0.4x |
| Mon, 14 Oct 2024 | US$98.2b | US$279.1b | US$3.6b | 19.3x | 27.3x | 0.4x |
| Wed, 11 Sep 2024 | US$90.4b | US$278.9b | US$3.0b | 19.9x | 30.5x | 0.3x |
| Fri, 09 Aug 2024 | US$91.3b | US$278.6b | US$2.7b | 19.5x | 33.3x | 0.3x |
| Sun, 07 Jul 2024 | US$89.2b | US$277.9b | US$3.1b | 17.4x | 29x | 0.3x |
| Tue, 04 Jun 2024 | US$87.9b | US$277.6b | US$3.1b | 17.5x | 28.7x | 0.3x |
| Thu, 02 May 2024 | US$86.2b | US$274.6b | US$2.8b | 17.4x | 30.3x | 0.3x |
| Sat, 30 Mar 2024 | US$88.9b | US$274.7b | US$2.9b | 16.7x | 30.4x | 0.3x |
| Mon, 26 Feb 2024 | US$79.5b | US$272.5b | US$2.7b | 16.5x | 29.5x | 0.3x |
| Wed, 24 Jan 2024 | US$76.1b | US$272.7b | US$2.6b | 15x | 29.5x | 0.3x |
| Fri, 22 Dec 2023 | US$74.1b | US$272.3b | US$2.4b | 16.6x | 31x | 0.3x |
| Sun, 19 Nov 2023 | US$71.8b | US$272.2b | US$2.1b | 17.3x | 33.6x | 0.3x |
| Tue, 17 Oct 2023 | US$73.4b | US$271.6b | US$3.9b | 16.9x | 18.7x | 0.3x |
| Thu, 14 Sep 2023 | US$67.8b | US$268.6b | US$3.8b | 14.9x | 17.7x | 0.3x |
| Sat, 12 Aug 2023 | US$69.0b | US$270.3b | US$4.7b | 15.4x | 14.6x | 0.3x |
14.6x
How does U.S. Food Retail compare with similar industries?
| US Market | 4.85% | |
| Consumer Staples | -1.37% | |
| Food and Staples Retail | -1.17% | |
| Food Retail | 0.29% | |
| Big Box Super Stores | -1.22% | |
| Food Distributors | -1.99% | |
| Drug Retail | -5.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SFM Sprouts Farmers Market | US$86.07 | 8.7% +US$644.3m | -42.9% | PE16x | |
| TBBB BBB Foods | US$41.95 | 5.1% +US$245.9m | 69.8% | PS1x | |
| ACI Albertsons Companies | US$12.07 | 4.2% +US$237.8m | -37.4% | PE89.2x | |
| GO Grocery Outlet Holding | US$9.99 | 9.5% +US$86.1m | -23.3% | PS0.2x | |
| YSWY Yesway | US$22.18 | 9.6% +US$60.5m | n/a | PE7.7x |