Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Food Retail Industry Analysis

UpdatedJul 28, 2026
DataAggregated Company Financials
Companies26
  • 7D-2.9%
  • 3M-3.7%
  • 1Y-4.7%
  • YTDn/a

Over the last 7 days, the Food Retail industry has dropped 4.2%, driven by Albertsons Companies declining 26%. Meanwhile, Dingdong (Cayman) actually outperformed within the industry, gaining 5.7% in the last week. However, the industry is down 8.3% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Jul 2026US$101.5bUS$292.4bUS$2.8b17.1x36.8x0.3x
Thu, 25 Jun 2026US$104.4bUS$292.4bUS$2.8b17.4x37.8x0.4x
Sat, 23 May 2026US$109.2bUS$290.8bUS$2.6b16.8x41.7x0.4x
Mon, 20 Apr 2026US$105.7bUS$287.4bUS$2.7b18.5x38.7x0.4x
Wed, 18 Mar 2026US$106.3bUS$285.9bUS$3.4b14.6x31.1x0.4x
Fri, 13 Feb 2026US$102.4bUS$284.7bUS$3.5b17.3x29.4x0.4x
Sun, 11 Jan 2026US$96.1bUS$284.4bUS$3.5b15.8x27.7x0.3x
Tue, 09 Dec 2025US$100.3bUS$283.4bUS$3.5b15.8x28.3x0.4x
Thu, 06 Nov 2025US$98.0bUS$282.6bUS$5.5b15.3x17.7x0.3x
Sat, 04 Oct 2025US$104.8bUS$282.0bUS$5.5b18.9x19.1x0.4x
Mon, 01 Sep 2025US$109.2bUS$281.4bUS$5.3b17x20.5x0.4x
Wed, 30 Jul 2025US$113.6bUS$280.6bUS$5.3b18.8x21.6x0.4x
Fri, 27 Jun 2025US$115.4bUS$279.9bUS$5.3b18.9x21.9x0.4x
Sun, 25 May 2025US$113.2bUS$279.6bUS$5.3b18.4x21.2x0.4x
Tue, 22 Apr 2025US$113.8bUS$278.5bUS$5.3b20.3x21.5x0.4x
Thu, 20 Mar 2025US$104.4bUS$277.9bUS$5.4b23.9x19.5x0.4x
Sat, 15 Feb 2025US$117.2bUS$279.5bUS$5.4b28.8x21.7x0.4x
Mon, 13 Jan 2025US$104.2bUS$279.6bUS$5.4b25.8x19.2x0.4x
Wed, 11 Dec 2024US$104.8bUS$279.6bUS$5.4b27x19.3x0.4x
Fri, 08 Nov 2024US$106.7bUS$279.9bUS$3.5b22.8x30.3x0.4x
Sun, 06 Oct 2024US$97.0bUS$279.1bUS$3.6b19.2x27x0.3x
Tue, 03 Sep 2024US$93.1bUS$278.7bUS$3.0b19.7x31.5x0.3x
Thu, 01 Aug 2024US$94.5bUS$278.3bUS$2.9b20.9x32.3x0.3x
Sat, 29 Jun 2024US$87.1bUS$277.9bUS$3.1b16.9x28.3x0.3x
Mon, 27 May 2024US$89.7bUS$277.8bUS$3.1b17.6x29.3x0.3x
Wed, 24 Apr 2024US$85.9bUS$274.6bUS$2.8b16.3x30.2x0.3x
Fri, 22 Mar 2024US$88.2bUS$274.7bUS$2.9b16.6x30.1x0.3x
Sun, 18 Feb 2024US$77.0bUS$272.3bUS$2.7b16.4x28.6x0.3x
Tue, 16 Jan 2024US$75.5bUS$272.7bUS$2.6b15.1x29.2x0.3x
Thu, 14 Dec 2023US$73.8bUS$272.2bUS$2.4b16.3x30.9x0.3x
Sat, 11 Nov 2023US$72.2bUS$272.3bUS$2.1b15.6x34.6x0.3x
Mon, 09 Oct 2023US$73.1bUS$271.6bUS$4.0b17x18.2x0.3x
Wed, 06 Sep 2023US$65.6bUS$270.0bUS$4.7b14.2x13.9x0.2x
Fri, 04 Aug 2023US$69.2bUS$270.2bUS$4.7b14.8x14.6x0.3x
Price to Earnings Ratio

14.6x


Total Market Cap: US$69.2bTotal Earnings: US$4.7bTotal Revenue: US$270.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Retail Industry Price to Earnings3Y Average 26x202420252026
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 36.8x which is higher than its 3-year average PE of 26.0x.
  • 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 17% 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-0.74%
Consumer Staples0.74%
Food and Staples Retail0.22%
Food Retail-2.93%
Drug Retail4.67%
Food Distributors3.68%
Big Box Super Stores0.25%
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
SFM Sprouts Farmers MarketUS$76.843.0%
+US$209.7m		-51.9%PE14.2x
DDL Dingdong (Cayman)US$2.394.4%
+US$21.6m		11.2%PE21.3x
GO Grocery Outlet HoldingUS$9.421.5%
+US$13.8m		-30.9%PS0.2x
NGVC Natural Grocers by Vitamin CottageUS$31.650.9%
+US$6.7m		-15.9%PE15.1x
WBUY Webuy GlobalUS$0.7621.3%
+US$694.1k		-88.6%PS0.2x

Latest News

WMK
US$74.73
Weis Markets
7D
-4.3%
1Y
1.8%
NGVC
US$31.65
Natural Grocers by Vitamin Cottage
7D
0.9%
1Y
-15.9%
ACI
US$11.37
Albertsons Companies
7D
-24.0%
1Y
-42.3%
KR
US$57.98
Kroger
7D
-0.7%
1Y
-16.4%
YSWY
US$19.37
Yesway
7D
-3.9%
1Y
n/a
Seeking Alpha • Jul 24

Gas Station Aggregation Is Coming, And Yesway Is The Best Bet On It

Summary Yesway was built by Brookwood Financial Partners, a PE firm, and scaled fast through the 2019 Allsup's acquisition. Gas station aggregation is happening as smaller, family-owned stores sell to bigger, better-capitalized players, and Yesway is positioned to keep buying into that trend. YSWY offers 57% short-term upside as it rerates to Murphy-level valuations and long-term potential for the share price to quadruple to $80 as it grows into a Casey's-like valuation. Interest coverage is comfortable, the 2028 maturity remains a refinancing risk, and EV adoption remains slow enough that it isn't a near-term concern. Read the full article on Seeking Alpha
CASY
US$853.38
Casey's General Stores
7D
-1.5%
1Y
62.5%
WBUY
US$0.76
Webuy Global
7D
21.3%
1Y
-88.6%
CART
US$44.06
Maplebear
7D
-5.8%
1Y
-6.7%
SFM
US$76.84
Sprouts Farmers Market
7D
3.0%
1Y
-51.9%
Narrative Update • Jul 23

SFM: Specialty Model And Index Shift Will Shape Fairly Valued Outlook

The latest narrative update on Sprouts Farmers Market reflects a lower analyst fair value estimate to $70 from $90. Analysts are aligning their assumptions on growth, profitability, and forward P/E multiples with a more measured view that still incorporates recent Street research pointing to confidence in the "specialty shop" model and a gradual comp recovery.
GO
US$9.42
Grocery Outlet Holding
7D
1.5%
1Y
-30.9%
Seeking Alpha • Jul 21

Grocery Outlet: More Traffic, Smaller Baskets, Same Problems

Summary Grocery Outlet remains a tactical 'Hold' as the turnaround lacks clear catalysts and Q1 FY 2026 results were disappointing. GO's same-store sales fell 1% with traffic up 2.1% but average ticket down 3.1%, highlighting persistent operational challenges. Despite trading at ~11.8x EBITDA, GO is not cheap relative to peers and offers limited near-term upside with a revised price target of $8.70. Optionality exists if operations stabilize by FY 2028, but current fundamentals do not justify a buy; risk reduction is prudent for large holders. Read the full article on Seeking Alpha
TBBB
US$40.63
BBB Foods
7D
-1.5%
1Y
63.6%
CHSN
US$1.20
Chanson International Holding
7D
10.1%
1Y
-99.9%
DDL
US$2.39
Dingdong (Cayman)
7D
4.4%
1Y
11.2%
Narrative Update • Jul 10

DDL: Share Repurchase Completion And Higher Margin Outlook Will Support Upside

Analysts have updated their price target for Dingdong (Cayman) to $3.06 from $1.62, citing changes in fair value assumptions, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News for Dingdong (Cayman) Dingdong (Cayman) reported completion of a share repurchase program running from March 6, 2025 to March 5, 2026.
IMKT.A
US$87.88
Ingles Markets
7D
-2.9%
1Y
37.1%