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U.S. Food Retail Industry Analysis

UpdatedJul 04, 2026
DataAggregated Company Financials
Companies26
  • 7D1.6%
  • 3M-4.0%
  • 1Y-5.5%
  • YTDn/a

In the last week, the Food Retail industry is up 1.6%, with Sprouts Farmers Market leading the way, up 9.5%. However, the industry is down 5.5% 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
Sun, 05 Jul 2026US$104.4bUS$292.4bUS$2.8b17x37.8x0.4x
Tue, 02 Jun 2026US$103.5bUS$290.8bUS$2.6b16.9x39.5x0.4x
Thu, 30 Apr 2026US$106.9bUS$290.1bUS$2.8b17.2x38.6x0.4x
Sat, 28 Mar 2026US$105.0bUS$285.7bUS$3.4b14x30.7x0.4x
Mon, 23 Feb 2026US$102.6bUS$285.0bUS$3.4b17.4x30x0.4x
Wed, 21 Jan 2026US$100.1bUS$284.5bUS$3.5b14.1x28.8x0.4x
Fri, 19 Dec 2025US$100.1bUS$284.0bUS$3.6b15.2x27.9x0.4x
Sun, 16 Nov 2025US$102.0bUS$282.8bUS$5.5b16.3x18.4x0.4x
Tue, 14 Oct 2025US$104.5bUS$282.0bUS$5.5b18.2x19x0.4x
Thu, 11 Sep 2025US$110.4bUS$281.9bUS$5.4b18.7x20.6x0.4x
Sat, 09 Aug 2025US$116.5bUS$281.0bUS$5.3b19.9x22x0.4x
Mon, 07 Jul 2025US$115.7bUS$280.0bUS$5.3b19.7x22x0.4x
Wed, 04 Jun 2025US$114.1bUS$279.6bUS$5.3b18.7x21.4x0.4x
Fri, 02 May 2025US$115.7bUS$279.0bUS$5.4b21.2x21.5x0.4x
Sun, 30 Mar 2025US$107.3bUS$277.9bUS$5.4b22.9x20x0.4x
Tue, 25 Feb 2025US$111.8bUS$279.8bUS$5.4b27.1x20.6x0.4x
Thu, 23 Jan 2025US$106.0bUS$279.6bUS$5.4b26.2x19.5x0.4x
Sat, 21 Dec 2024US$105.3bUS$279.6bUS$5.4b25.6x19.4x0.4x
Mon, 18 Nov 2024US$103.7bUS$279.8bUS$5.4b24.3x19.2x0.4x
Wed, 16 Oct 2024US$98.9bUS$279.3bUS$3.5b19.3x28.5x0.4x
Fri, 13 Sep 2024US$90.7bUS$278.9bUS$3.0b20.7x30.6x0.3x
Sun, 11 Aug 2024US$91.7bUS$278.6bUS$2.7b19.5x33.6x0.3x
Tue, 09 Jul 2024US$89.2bUS$277.9bUS$3.1b17.6x29.1x0.3x
Thu, 06 Jun 2024US$86.5bUS$277.7bUS$3.1b17.2x28.3x0.3x
Sat, 04 May 2024US$87.0bUS$274.8bUS$3.0b17.4x29.2x0.3x
Mon, 01 Apr 2024US$88.9bUS$274.7bUS$2.9b16.7x30.4x0.3x
Wed, 28 Feb 2024US$79.1bUS$272.5bUS$2.7b16.3x29.4x0.3x
Fri, 26 Jan 2024US$75.1bUS$272.7bUS$2.6b15.2x29.1x0.3x
Sun, 24 Dec 2023US$74.6bUS$272.3bUS$2.4b16.5x31.2x0.3x
Tue, 21 Nov 2023US$71.7bUS$272.2bUS$2.1b15.9x33.5x0.3x
Thu, 19 Oct 2023US$73.7bUS$272.0bUS$3.9b17.2x19x0.3x
Sat, 16 Sep 2023US$67.8bUS$268.6bUS$3.8b15.1x17.7x0.3x
Mon, 14 Aug 2023US$69.0bUS$270.3bUS$4.7b15.4x14.6x0.3x
Wed, 12 Jul 2023US$67.8bUS$269.3bUS$4.8b15.1x14.2x0.3x
Price to Earnings Ratio

14.2x


Total Market Cap: US$67.8bTotal Earnings: US$4.8bTotal Revenue: US$269.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Retail Industry Price to Earnings3Y Average 25.5x202420252026
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 37.8x which is higher than its 3-year average PE of 25.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.34x.
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 2.8% 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 Market1.63%
Consumer Staples-0.21%
Food and Staples Retail-1.91%
Food Retail1.64%
Food Distributors2.64%
Drug Retail1.61%
Big Box Super Stores-2.43%
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$89.949.5%
+US$733.5m		-44.6%PE16.7x
CASY Casey's General StoresUS$797.422.4%
+US$695.3m		54.2%PE41.3x
KR KrogerUS$58.220.8%
+US$300.2m		-16.6%PE34.1x
ACI Albertsons CompaniesUS$14.134.0%
+US$267.0m		-35.6%PE32.1x
GO Grocery Outlet HoldingUS$10.394.7%
+US$46.5m		-22.4%PS0.2x

Latest News

KR
US$58.22
Kroger
7D
0.8%
1Y
-16.6%
CART
US$45.78
Maplebear
7D
-3.5%
1Y
-3.0%
Seeking Alpha • Jul 02

Instacart Rattled By Kroger Acquisition: Should Investors Be Concerned?

Summary Instacart faces intensifying competitive threats from in-house grocery delivery solutions as industry consolidation accelerates, notably with Kroger's acquisition of Giant Eagle. I maintain a sell rating on CART due to margin compression and the likelihood of increased pricing pressure from scaled competitors like Walmart and Amazon. While CART's recent revenue growth and reverse DCF valuation offer some near-term appeal, net income margins have halved from ~25% to 12.55% over the past year. Despite short-term upside potential, I view CART's long-term prospects as challenged and would closely monitor margin trends and revenue growth if holding the stock. Read the full article on Seeking Alpha
CASY
US$797.42
Casey's General Stores
7D
2.4%
1Y
54.2%
Narrative Update • Jul 02

CASY: Premium P E Will Depend On Inside Margins And Store Expansion

Casey's General Stores' analyst price target has been revised higher from $605 to $826.73 as analysts highlight support from updated fair value assumptions, a slightly lower discount rate, modestly adjusted revenue growth expectations, improved profit margin assumptions, and a higher future P/E multiple in line with recent research commentary on the stock. Analyst Commentary Recent research on Casey's General Stores has been broadly constructive, with many firms lifting price targets following what they describe as strong execution in core operations, fuel margins, and inside-store performance.
IMKT.A
US$90.17
Ingles Markets
7D
0.9%
1Y
36.0%
SFM
US$89.94
Sprouts Farmers Market
7D
9.5%
1Y
-44.6%
ACI
US$14.13
Albertsons Companies
7D
4.0%
1Y
-35.6%
Narrative Update • Jun 29

ACI: Tough Backdrop And AI Retail Media Shift Will Shape Future Earnings

Analysts have reduced their price targets for Albertsons Companies, trimming the fair value estimate by about $0.51 to $14.23 as they factor in a tougher operating backdrop, more cautious revenue expectations, and updated views on profitability and future P/E multiples. Analyst Commentary Recent research commentary on Albertsons Companies points to a more cautious tone, with several bearish analysts trimming price targets and stressing execution risks as the company operates in what they describe as a tough backdrop.
TBBB
US$42.07
BBB Foods
7D
0.2%
1Y
51.7%
Narrative Update • Jun 29

TBBB: Future Upside Will Rely On Structural Low-Price Market Share Gains

Analysts have nudged their fair value estimate for BBB Foods higher to $49.98 from $47.43, citing updated assumptions around a lower discount rate, slightly different revenue growth expectations, improved profit margin forecasts, and a reduced future P/E multiple. These changes are supported by recent research that highlights strong same-store sales and potential market share gains in the low-price segment.
GO
US$10.39
Grocery Outlet Holding
7D
4.7%
1Y
-22.4%
NGVC
US$32.60
Natural Grocers by Vitamin Cottage
7D
1.5%
1Y
-18.7%
YSWY
US$20.77
Yesway
7D
-1.1%
1Y
n/a
Seeking Alpha • Jun 24

Yesway: Need Time To Prove That Earnings Growth Is Durable

Summary Yesway earns a hold rating as durable EBITDA growth hinges on inside-store momentum, new-store formats, and fuel margin resilience. YSWY’s Allsup’s foodservice platform drives positive inside merchandise sales, with 4.5% same-store growth and 36.1% margin in Q1 2026, reducing reliance on fuel. Unit growth focuses on larger, more productive stores, targeting ~15% ROI, but execution and development pace remain key risks. Fuel margin volatility is the primary swing factor; valuation at 16x NTM P/E reflects execution risks and potential margin normalization. Read the full article on Seeking Alpha
CHSN
US$1.03
Chanson International Holding
7D
-1.9%
1Y
-99.9%