New Narrative • Jun 12

In the last week, the Food Retail industry is up 5.8%, with Casey's General Stores up 17%. During this same period, the Albertsons Companies underperformed, falling 5.8%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | US$111.4b | US$291.5b | US$2.7b | 18.4x | 41x | 0.4x |
| Wed, 13 May 2026 | US$109.1b | US$290.8b | US$2.8b | 16.4x | 39.2x | 0.4x |
| Fri, 10 Apr 2026 | US$107.9b | US$286.0b | US$3.4b | 14.3x | 31.7x | 0.4x |
| Sun, 08 Mar 2026 | US$105.6b | US$285.4b | US$3.4b | 15.9x | 30.7x | 0.4x |
| Tue, 03 Feb 2026 | US$97.4b | US$284.6b | US$3.5b | 16x | 28.1x | 0.3x |
| Thu, 01 Jan 2026 | US$99.0b | US$284.1b | US$3.6b | 15.1x | 27.7x | 0.3x |
| Sat, 29 Nov 2025 | US$104.5b | US$283.1b | US$5.5b | 15.9x | 19.1x | 0.4x |
| Mon, 27 Oct 2025 | US$104.9b | US$282.4b | US$5.5b | 18.9x | 19x | 0.4x |
| Wed, 24 Sep 2025 | US$105.4b | US$282.0b | US$5.5b | 17.6x | 19.2x | 0.4x |
| Fri, 22 Aug 2025 | US$113.9b | US$281.3b | US$5.3b | 17.5x | 21.4x | 0.4x |
| Sun, 20 Jul 2025 | US$116.4b | US$280.6b | US$5.3b | 19.9x | 22.1x | 0.4x |
| Tue, 17 Jun 2025 | US$110.9b | US$280.1b | US$5.3b | 18.7x | 20.7x | 0.4x |
| Thu, 15 May 2025 | US$110.3b | US$279.5b | US$5.3b | 19.5x | 20.8x | 0.4x |
| Sat, 12 Apr 2025 | US$108.8b | US$278.1b | US$5.4b | 19.8x | 20.3x | 0.4x |
| Mon, 10 Mar 2025 | US$104.8b | US$277.3b | US$5.4b | 23.6x | 19.5x | 0.4x |
| Wed, 05 Feb 2025 | US$111.6b | US$279.6b | US$5.4b | 27.5x | 20.6x | 0.4x |
| Fri, 03 Jan 2025 | US$103.7b | US$279.4b | US$5.4b | 25.7x | 19.3x | 0.4x |
| Sun, 01 Dec 2024 | US$109.3b | US$280.0b | US$5.4b | 28.1x | 20.1x | 0.4x |
| Tue, 29 Oct 2024 | US$100.6b | US$279.3b | US$3.5b | 19.3x | 29x | 0.4x |
| Thu, 26 Sep 2024 | US$96.5b | US$279.1b | US$3.6b | 20.9x | 26.8x | 0.3x |
| Sat, 24 Aug 2024 | US$91.6b | US$278.8b | US$3.0b | 19.1x | 31x | 0.3x |
| Mon, 22 Jul 2024 | US$92.3b | US$277.9b | US$3.1b | 19.1x | 30.1x | 0.3x |
| Wed, 19 Jun 2024 | US$87.9b | US$277.8b | US$3.1b | 17.1x | 28.4x | 0.3x |
| Fri, 17 May 2024 | US$87.2b | US$275.0b | US$3.1b | 18.4x | 28.2x | 0.3x |
| Sun, 14 Apr 2024 | US$87.6b | US$274.7b | US$2.9b | 16x | 30.2x | 0.3x |
| Tue, 12 Mar 2024 | US$85.2b | US$274.7b | US$2.9b | 17.6x | 28.9x | 0.3x |
| Thu, 08 Feb 2024 | US$73.5b | US$272.3b | US$2.7b | 14.6x | 27.3x | 0.3x |
| Sat, 06 Jan 2024 | US$75.2b | US$272.3b | US$2.4b | 16.3x | 31.4x | 0.3x |
| Mon, 04 Dec 2023 | US$74.3b | US$272.2b | US$2.4b | 16.4x | 31.4x | 0.3x |
| Wed, 01 Nov 2023 | US$73.7b | US$272.0b | US$3.9b | 16.7x | 19x | 0.3x |
| Fri, 29 Sep 2023 | US$75.6b | US$271.5b | US$4.0b | 16x | 18.9x | 0.3x |
| Sun, 27 Aug 2023 | US$67.1b | US$270.3b | US$4.7b | 14.8x | 14.2x | 0.2x |
| Tue, 25 Jul 2023 | US$69.5b | US$269.3b | US$4.8b | 15.1x | 14.5x | 0.3x |
| Thu, 22 Jun 2023 | US$64.2b | US$269.3b | US$4.8b | 13.7x | 13.4x | 0.2x |
13.4x
How does U.S. Food Retail compare with similar industries?
| US Market | 0.50% | |
| Consumer Staples | 2.68% | |
| Food and Staples Retail | 1.85% | |
| Food Retail | 5.96% | |
| Drug Retail | 8.26% | |
| Food Distributors | 4.75% | |
| Big Box Super Stores | 1.41% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CASY Casey's General Stores | US$895.14 | 19.1% +US$5.3b | 76.8% | PE46.3x | |
| KR Kroger | US$64.71 | 2.8% +US$1.1b | -2.0% | PE39.3x | |
| TBBB BBB Foods | US$42.12 | 6.4% +US$303.8m | 59.1% | PS1x | |
| WMK Weis Markets | US$82.63 | 3.7% +US$73.0m | 10.8% | PE20x | |
| GO Grocery Outlet Holding | US$9.58 | 8.0% +US$70.2m | -26.0% | PS0.2x |