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U.S. Food and Staples Retail Industry Analysis

UpdatedOct 24, 2025
DataAggregated Company Financials
Companies62
  • 7D0.8%
  • 3M3.9%
  • 1Y16.6%
  • YTD11.0%

Over the last 7 days, the Food and Staples Retail industry has remained flat, although notably Casey's General Stores declined by 5.1%. As for the the longer term, the industry is up 17% over the past 12 months. Looking forward, earnings are forecast to grow by 8.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Oct 2025US$1.6tUS$1.7tUS$44.5b21.3x35.1x0.9x
Sun, 21 Sep 2025US$1.5tUS$1.7tUS$44.1b20.7x34.5x0.9x
Tue, 19 Aug 2025US$1.5tUS$1.8tUS$35.5b21.5x43.5x0.8x
Thu, 17 Jul 2025US$1.5tUS$1.8tUS$35.5b22x42.4x0.8x
Sat, 14 Jun 2025US$1.5tUS$1.8tUS$35.8b22.5x41.9x0.8x
Mon, 12 May 2025US$1.5tUS$1.8tUS$36.0b24.6x42.2x0.8x
Wed, 09 Apr 2025US$1.4tUS$1.8tUS$36.0b21.9x37.6x0.8x
Fri, 07 Mar 2025US$1.5tUS$1.8tUS$31.1b27.4x49.1x0.8x
Sun, 02 Feb 2025US$1.5tUS$1.8tUS$31.8b27x48x0.8x
Tue, 31 Dec 2024US$1.5tUS$1.8tUS$32.0b24.8x45.4x0.8x
Thu, 28 Nov 2024US$1.5tUS$1.8tUS$31.9b25.7x45.8x0.8x
Sat, 26 Oct 2024US$1.4tUS$1.8tUS$25.9b21.8x52.4x0.8x
Mon, 23 Sep 2024US$1.3tUS$1.8tUS$28.6b21.5x46.5x0.7x
Wed, 21 Aug 2024US$1.3tUS$1.8tUS$27.8b21.4x46.1x0.7x
Fri, 19 Jul 2024US$1.3tUS$1.8tUS$31.4b22.5x39.9x0.7x
Sun, 16 Jun 2024US$1.2tUS$1.8tUS$31.2b21x38.9x0.7x
Tue, 14 May 2024US$1.1tUS$1.7tUS$27.5b19.3x41.6x0.7x
Thu, 11 Apr 2024US$1.1tUS$1.7tUS$27.4b20.2x41.2x0.6x
Sat, 09 Mar 2024US$1.1tUS$1.7tUS$36.6b20.4x31.2x0.7x
Mon, 05 Feb 2024US$1.1tUS$1.7tUS$36.0b20x29.8x0.6x
Wed, 03 Jan 2024US$1.0tUS$1.7tUS$31.9b19.6x32x0.6x
Fri, 01 Dec 2023US$959.3bUS$1.7tUS$32.0b19.4x30x0.6x
Sun, 29 Oct 2023US$932.9bUS$1.7tUS$29.3b19.3x31.8x0.5x
Tue, 26 Sep 2023US$953.1bUS$1.7tUS$30.6b19.7x31.1x0.6x
Thu, 24 Aug 2023US$952.5bUS$1.7tUS$31.7b19.5x30x0.6x
Sat, 22 Jul 2023US$978.1bUS$1.7tUS$28.0b21.1x35x0.6x
Mon, 19 Jun 2023US$945.8bUS$1.7tUS$28.1b18.3x33.6x0.6x
Wed, 17 May 2023US$950.3bUS$1.7tUS$28.6b19.5x33.2x0.6x
Fri, 14 Apr 2023US$951.3bUS$1.7tUS$28.7b20.4x33.1x0.6x
Sun, 12 Mar 2023US$742.5bUS$1.5tUS$22.2b19.5x33.5x0.5x
Tue, 07 Feb 2023US$779.1bUS$1.5tUS$19.3b20.1x40.3x0.5x
Thu, 05 Jan 2023US$758.4bUS$1.5tUS$26.8b18.6x28.3x0.5x
Sat, 03 Dec 2022US$813.7bUS$1.5tUS$26.7b20.2x30.4x0.6x
Mon, 31 Oct 2022US$788.1bUS$1.4tUS$30.4b20.5x25.9x0.5x
Price to Earnings Ratio

25.9x


Total Market Cap: US$788.1bTotal Earnings: US$30.4bTotal Revenue: US$1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food and Staples Retail Industry Price to Earnings3Y Average 37.9x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Consumer Retailing industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 37.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 5.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Staples industry?

US Market1.29%
Consumer Staples0.79%
Food and Staples Retail0.82%
Drug Retail14.27%
Big Box Super Stores0.99%
Food Distributors0.0091%
Food Retail-0.96%
Industry PE
  • Investors are most optimistic about the Big Box Super Stores industry, which is trading close to its 3-year average PE ratio of 35.6x.
    • Analysts expect its future annual earnings growth (7.9%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Drug Retail industry, expecting annual earnings growth of 79% over the next 5 years.
  • In contrast, the Big Box Super Stores industry is expected to see its earnings grow by 7.9% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
COST Costco WholesaleUS$942.051.8%
+US$7.3b		5.4%PE51.5x
WMT WalmartUS$106.860.4%
+US$3.1b		28.7%PE39.9x
TGT TargetUS$94.254.6%
+US$1.9b		-37.2%PE10.9x
DLTR Dollar TreeUS$100.627.0%
+US$1.3b		50.3%PE18.4x
TBBB BBB FoodsUS$29.008.5%
+US$264.5m		-12.7%PS0.9x

Latest News

CASY
US$532.87
Casey's General Stores
7D
-5.1%
1Y
37.8%

Analysts Raise Targets for Casey's General Stores as Growth Outlook and Valuation Improve

Casey's General Stores saw its analyst price target increase from $581 to $583.69, as analysts highlighted the company's strong Q1 earnings beat, continued momentum, and improved growth prospects in both fuel and in-store operations. Analyst Commentary Analysts have responded positively to Casey's General Stores' latest performance and outlook, with several major firms raising their price targets and highlighting key drivers for the company's growth and valuation.
WMT
US$106.86
Walmart
7D
0.4%
1Y
28.7%
USFD
US$75.84
US Foods Holding
7D
1.2%
1Y
24.9%

Analysts Raise US Foods Target Following Margin Gains and Growth Outlook Amid Mixed Market Views

US Foods Holding’s analyst price target has been raised to $92.40 from $91.33. This reflects analysts’ increased confidence in the company’s growing margins and accelerated revenue, supported by balanced growth strategies.
DLTR
US$100.62
Dollar Tree
7D
7.0%
1Y
50.3%

Analysts Remain Split on Dollar Tree Outlook as Valuation Slips Amid Mixed Signals

Dollar Tree's analyst price target has been revised slightly lower, from around $109.91 to $108.35, as analysts weigh solid recent results and sales growth while considering lingering concerns about margin visibility and operational execution. Analyst Commentary Analysts remain divided in their outlook on Dollar Tree, with recent commentary reflecting both confidence in the company's growth drivers and caution regarding the challenges ahead.
SYY
US$78.21
Sysco
7D
-0.8%
1Y
5.1%

Analysts Cite Improved Fundamentals as Sysco Faces Labor Tensions and Modest Valuation Uptick

Sysco's analyst price target has increased modestly from $85.60 to $86.73, as analysts cite improved U.S. case growth, margin momentum, and a shift toward more conservative guidance. This could set the stage for future outperformance.
PFGC
US$101.76
Performance Food Group
7D
1.1%
1Y
24.3%

Analysts Boost Price Target for Performance Food Group Amid Strong Results and Upbeat Outlook

Analysts have raised their price target for Performance Food Group from $119.36 to $120.75 per share. They cite the company's strong earnings performance, sustained market share gains, and improving industry demand as key factors supporting this upward revision.
DG
US$102.99
Dollar General
7D
-0.9%
1Y
26.5%
COST
US$942.05
Costco Wholesale
7D
1.8%
1Y
5.4%
SFM
US$108.28
Sprouts Farmers Market
7D
-2.9%
1Y
-8.8%

Healthy Organic Foods And Midwest Expansion Will Open Future Markets

Sprouts Farmers Market's average analyst price target has been revised slightly lower by $1.86 to $178.64, as analysts cite a combination of steady growth prospects and increased competition as factors behind their updated outlook. Analyst Commentary Recent analyst activity around Sprouts Farmers Market reflects both optimism for the company's multi-year outlook and caution due to competitive and market pressures.
ACI
US$19.21
Albertsons Companies
7D
-0.1%
1Y
2.3%

Digital Channels And Pharmacy Integration Will Secure Long-Term Success

Analysts have slightly reduced their price target for Albertsons Companies, with expectations shifting from $24.06 to $23.63 per share. They cite ongoing margin pressures and the need for continued price investments, despite progress in company initiatives.
TGT
US$94.25
Target
7D
4.6%
1Y
-37.2%

Competition From Walmart And Amazon Will Impede Future Performance

Target's fair value estimate has been slightly lowered to $101.52 from $101.79. This reflects analysts' concerns about ongoing weak sales, required reinvestment, and continued pressure on margins, despite some stabilization in fundamentals.
UNFI
US$39.85
United Natural Foods
7D
-5.1%
1Y
97.8%

Organic Demand And Digital Supply Chains Will Shape Future Markets

Analysts have raised their price target for United Natural Foods from $29 to $39.63. They cite improved sales momentum, higher profit margins, and confidence in the company’s strategic realignment plan as reasons for this adjustment.
GRDN
US$28.03
Guardian Pharmacy Services
7D
15.0%
1Y
64.1%
KR
US$68.66
Kroger
7D
-0.3%
1Y
21.1%
IMKT.A
US$72.62
Ingles Markets
7D
-1.2%
1Y
16.3%

Ingles Markets (NASDAQ:IMKT.A) Takes On Some Risk With Its Use Of Debt

Oct 03
Ingles Markets (NASDAQ:IMKT.A) Takes On Some Risk With Its Use Of Debt
TBBB
US$29.00
BBB Foods
7D
8.5%
1Y
-12.7%