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U.S. Food and Staples Retail Industry Analysis

UpdatedSep 13, 2025
DataAggregated Company Financials
Companies62
  • 7D1.6%
  • 3M4.6%
  • 1Y16.8%
  • YTD10.3%

The Food and Staples Retail industry is up 1.6% in the last week, with Walmart up 3.0%. In the last 12 months, the industry was up 17%. 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
Sat, 13 Sep 2025US$1.5tUS$1.7tUS$44.3b20.5x34.8x0.9x
Mon, 11 Aug 2025US$1.6tUS$1.8tUS$35.5b22.3x44.6x0.9x
Wed, 09 Jul 2025US$1.5tUS$1.8tUS$35.5b21.5x43.6x0.9x
Fri, 06 Jun 2025US$1.6tUS$1.8tUS$35.8b22.8x43.6x0.9x
Sun, 04 May 2025US$1.5tUS$1.8tUS$36.0b24x42.6x0.9x
Tue, 01 Apr 2025US$1.4tUS$1.8tUS$33.0b24.5x41.9x0.8x
Thu, 27 Feb 2025US$1.6tUS$1.8tUS$31.4b27.1x49.6x0.9x
Sat, 25 Jan 2025US$1.5tUS$1.8tUS$31.8b27.1x46.2x0.8x
Mon, 23 Dec 2024US$1.5tUS$1.8tUS$32.0b24.8x45.6x0.8x
Wed, 20 Nov 2024US$1.4tUS$1.8tUS$27.8b23.4x49.8x0.8x
Fri, 18 Oct 2024US$1.3tUS$1.8tUS$25.9b22.1x52x0.8x
Sun, 15 Sep 2024US$1.3tUS$1.8tUS$28.6b21.6x47x0.8x
Tue, 13 Aug 2024US$1.2tUS$1.8tUS$31.2b21.6x39x0.7x
Thu, 11 Jul 2024US$1.2tUS$1.8tUS$31.4b21.3x39.8x0.7x
Sat, 08 Jun 2024US$1.2tUS$1.8tUS$30.8b21.6x39.5x0.7x
Mon, 06 May 2024US$1.1tUS$1.7tUS$27.4b18.8x41x0.6x
Wed, 03 Apr 2024US$1.1tUS$1.7tUS$27.4b19.7x41.6x0.7x
Fri, 01 Mar 2024US$1.1tUS$1.7tUS$35.5b21x31.7x0.6x
Sun, 28 Jan 2024US$1.0tUS$1.7tUS$35.7b20.1x29.2x0.6x
Tue, 26 Dec 2023US$1.0tUS$1.7tUS$31.9b20.5x31.9x0.6x
Thu, 23 Nov 2023US$950.7bUS$1.7tUS$30.2b19.3x31.5x0.5x
Sat, 21 Oct 2023US$931.7bUS$1.7tUS$30.9b19.5x30.1x0.5x
Mon, 18 Sep 2023US$958.7bUS$1.7tUS$30.5b20.3x31.5x0.6x
Wed, 16 Aug 2023US$968.0bUS$1.7tUS$28.2b20.6x34.3x0.6x
Fri, 14 Jul 2023US$953.1bUS$1.7tUS$28.0b20.3x34.1x0.6x
Sun, 11 Jun 2023US$927.4bUS$1.7tUS$27.8b18.2x33.3x0.5x
Tue, 09 May 2023US$958.9bUS$1.7tUS$28.5b20.3x33.6x0.6x
Thu, 06 Apr 2023US$953.3bUS$1.7tUS$28.5b20.3x33.5x0.6x
Sat, 04 Mar 2023US$760.4bUS$1.5tUS$22.0b20.2x34.6x0.5x
Mon, 30 Jan 2023US$780.9bUS$1.5tUS$19.3b19.3x40.4x0.5x
Wed, 28 Dec 2022US$762.6bUS$1.5tUS$26.8b18.9x28.4x0.5x
Fri, 25 Nov 2022US$832.1bUS$1.5tUS$26.8b19.9x31.1x0.6x
Sun, 23 Oct 2022US$747.4bUS$1.4tUS$30.4b19.3x24.6x0.5x
Tue, 20 Sep 2022US$761.1bUS$1.4tUS$30.9b17.5x24.7x0.5x
Price to Earnings Ratio

24.7x


Total Market Cap: US$761.1bTotal Earnings: US$30.9bTotal Revenue: US$1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food and Staples Retail Industry Price to Earnings3Y Average 37.5x202320242025
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 37.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 5.5% 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 Market1.69%
Consumer Staples-0.14%
Food and Staples Retail1.61%
Drug Retail4.80%
Big Box Super Stores1.70%
Food Retail1.68%
Food Distributors-0.074%
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 35.3x.
    • Analysts are expecting annual earnings growth of 7.9%, which is lower than the prior year's growth of 8.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Drug Retail industry, expecting annual earnings growth of 85% 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
WMT WalmartUS$103.493.0%
+US$23.8b		28.4%PE38.7x
COST Costco WholesaleUS$967.900.5%
+US$2.0b		5.7%PE54.7x
CASY Casey's General StoresUS$553.899.5%
+US$1.8b		45.1%PE35.4x
KR KrogerUS$68.290.8%
+US$414.7m		22.1%PE16.7x
USFD US Foods HoldingUS$79.462.0%
+US$349.0m		32.9%PE32.4x

Latest News

WMT
US$103.49
Walmart
7D
3.0%
1Y
28.4%
KR
US$68.29
Kroger
7D
0.8%
1Y
22.1%
ACI
US$18.73
Albertsons Companies
7D
-1.7%
1Y
-1.7%
CASY
US$553.89
Casey's General Stores
7D
9.5%
1Y
45.1%

Casey's General Stores, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Sep 11
Casey's General Stores, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
SYY
US$81.29
Sysco
7D
-1.4%
1Y
6.2%

Sysco Corporation (NYSE:SYY) Could Be Riskier Than It Looks

Sep 11
Sysco Corporation (NYSE:SYY) Could Be Riskier Than It Looks
USFD
US$79.46
US Foods Holding
7D
2.0%
1Y
32.9%
DLTR
US$97.45
Dollar Tree
7D
-3.6%
1Y
39.8%
PSMT
US$114.58
PriceSmart
7D
4.2%
1Y
27.7%
BJ
US$98.46
BJ's Wholesale Club Holdings
7D
1.5%
1Y
20.9%
SFM
US$135.98
Sprouts Farmers Market
7D
-2.1%
1Y
33.2%
COST
US$967.90
Costco Wholesale
7D
0.5%
1Y
5.7%

Warehouse, E-Commerce, And International Expansion Will Support Future Success

Despite continued strong comparable sales growth and solid execution, analysts cite concerns about Costco’s elevated valuation and limited upside at current prices, resulting in an unchanged consensus price target of $1073. Analyst Commentary Solid U.S. comparable sales growth at 5.5% in June, maintaining strength in Food, Sundries, and Fresh Foods, with mid-single-digit gains in nonfood categories.
CART
US$46.36
Maplebear
7D
2.4%
1Y
25.3%
DG
US$104.40
Dollar General
7D
-4.5%
1Y
23.2%

Store Expansion And Digital Initiatives Will Enhance Efficiency And Customer Experience

Dollar General's consensus price target has been revised upward, primarily reflecting an improvement in net profit margin and a slight decline in future P/E, resulting in a new fair value estimate of $119.89. What's in the News Dollar General raised FY26 guidance, now expecting net sales growth of 4.3%-4.8%, same-store sales growth of 2.1%-2.6%, and diluted EPS of $5.80-$6.30, all above prior outlook.
GO
US$17.77
Grocery Outlet Holding
7D
-3.0%
1Y
8.1%
TGT
US$89.96
Target
7D
-3.4%
1Y
-40.6%
WMK
US$70.86
Weis Markets
7D
-3.0%
1Y
0.6%