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U.S. Food and Staples Retail Industry Analysis

UpdatedDec 10, 2025
DataAggregated Company Financials
Companies59
  • 7D-0.3%
  • 3M3.8%
  • 1Y7.4%
  • YTD13.9%

The Food and Staples Retail industry has been flat over the last week, but Costco Wholesale has lost 3.7%. As for the the longer term, the industry is up 7.4% over the past 12 months. Earnings are forecast to grow by 8.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Dec 2025US$1.6tUS$1.7tUS$44.1b21.6x36.1x0.9x
Sat, 08 Nov 2025US$1.5tUS$1.7tUS$44.6b19.4x33.4x0.9x
Mon, 06 Oct 2025US$1.5tUS$1.7tUS$44.5b21x33.8x0.9x
Wed, 03 Sep 2025US$1.5tUS$1.7tUS$44.1b21.2x33.7x0.9x
Fri, 01 Aug 2025US$1.5tUS$1.8tUS$35.5b21.8x42.5x0.8x
Sun, 29 Jun 2025US$1.5tUS$1.8tUS$35.5b21.8x42.9x0.8x
Tue, 27 May 2025US$1.5tUS$1.8tUS$35.5b22.2x42.7x0.8x
Thu, 24 Apr 2025US$1.5tUS$1.8tUS$36.0b24.6x41.5x0.8x
Sat, 22 Mar 2025US$1.4tUS$1.8tUS$30.9b24x44.1x0.8x
Mon, 17 Feb 2025US$1.6tUS$1.8tUS$31.6b30x51.1x0.9x
Wed, 15 Jan 2025US$1.4tUS$1.8tUS$31.8b26.3x45.1x0.8x
Fri, 13 Dec 2024US$1.5tUS$1.8tUS$31.8b24.7x47.4x0.8x
Sun, 10 Nov 2024US$1.4tUS$1.8tUS$26.0b23.7x54x0.8x
Tue, 08 Oct 2024US$1.3tUS$1.8tUS$28.9b22x46.3x0.8x
Thu, 05 Sep 2024US$1.3tUS$1.8tUS$28.0b20.7x46.3x0.7x
Sat, 03 Aug 2024US$1.2tUS$1.8tUS$31.1b21.7x39.4x0.7x
Mon, 01 Jul 2024US$1.2tUS$1.8tUS$31.4b21.4x38.8x0.7x
Wed, 29 May 2024US$1.2tUS$1.8tUS$30.9b22.4x38.6x0.7x
Fri, 26 Apr 2024US$1.1tUS$1.7tUS$27.3b18.9x41.1x0.6x
Sun, 24 Mar 2024US$1.1tUS$1.7tUS$34.1b19.8x33.6x0.7x
Tue, 20 Feb 2024US$1.1tUS$1.7tUS$36.3b21.3x30x0.6x
Thu, 18 Jan 2024US$1.0tUS$1.7tUS$35.7b20.4x28.9x0.6x
Sat, 16 Dec 2023US$983.4bUS$1.7tUS$31.9b20.5x30.9x0.6x
Mon, 13 Nov 2023US$965.5bUS$1.7tUS$27.6b18.8x35x0.6x
Wed, 11 Oct 2023US$933.6bUS$1.7tUS$30.8b19.8x30.3x0.5x
Fri, 08 Sep 2023US$950.3bUS$1.7tUS$31.4b18.7x30.3x0.6x
Sun, 06 Aug 2023US$973.1bUS$1.7tUS$28.1b20.9x34.6x0.6x
Tue, 04 Jul 2023US$966.9bUS$1.7tUS$27.9b20.3x34.6x0.6x
Thu, 01 Jun 2023US$917.4bUS$1.7tUS$28.0b18.7x32.8x0.5x
Sat, 29 Apr 2023US$960.4bUS$1.7tUS$28.4b21.1x33.8x0.6x
Mon, 27 Mar 2023US$918.5bUS$1.7tUS$28.7b19.9x32x0.6x
Wed, 22 Feb 2023US$790.3bUS$1.5tUS$22.1b19.7x35.8x0.5x
Fri, 20 Jan 2023US$749.5bUS$1.5tUS$19.3b19.5x38.7x0.5x
Sun, 18 Dec 2022US$761.6bUS$1.5tUS$26.8b18.5x28.4x0.5x
Price to Earnings Ratio

28.4x


Total Market Cap: US$761.6bTotal Earnings: US$26.8bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food and Staples Retail Industry Price to Earnings3Y Average 38.2x202320242025
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 38.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 4.9% 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 Market0.071%
Consumer Staples-1.20%
Food and Staples Retail-0.35%
Big Box Super Stores-0.28%
Food Distributors-0.33%
Food Retail-1.23%
Drug Retail-1.68%
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 are expecting annual earnings growth of 6.6%, which is higher than its past year's earnings growth of 3.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food Retail industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Big Box Super Stores industry is expected to see its earnings grow by 6.6% 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
DG Dollar GeneralUS$125.8914.6%
+US$3.5b		57.7%PE21.7x
DLTR Dollar TreeUS$124.2410.0%
+US$2.3b		73.4%PE22.2x
TGT TargetUS$94.624.1%
+US$1.7b		-30.4%PE11.4x
CART MaplebearUS$43.492.0%
+US$227.1m		4.4%PE22.6x
PFGC Performance Food GroupUS$94.031.5%
+US$224.2m		5.7%PE45.3x

Latest News

BJ
US$89.61
BJ's Wholesale Club Holdings
7D
-2.7%
1Y
-10.2%
CASY
US$533.18
Casey's General Stores
7D
-4.0%
1Y
24.6%
DLTR
US$124.24
Dollar Tree
7D
10.0%
1Y
73.4%
DG
US$125.89
Dollar General
7D
14.6%
1Y
57.7%

Dollar General (NYSE:DG) Has Announced A Dividend Of $0.59

Dec 08
Dollar General (NYSE:DG) Has Announced A Dividend Of $0.59
KR
US$61.24
Kroger
7D
-7.5%
1Y
-0.1%
DDL
US$2.10
Dingdong (Cayman)
7D
14.8%
1Y
-49.2%
COST
US$874.41
Costco Wholesale
7D
-5.2%
1Y
-12.1%
WMT
US$113.18
Walmart
7D
-1.1%
1Y
19.2%
TGT
US$94.62
Target
7D
4.1%
1Y
-30.4%
SFM
US$80.50
Sprouts Farmers Market
7D
-5.4%
1Y
-45.9%

SFM: Future Multi Year Expansion Should Support Improved Risk Reward Profile

Analysts have modestly reduced their price target on Sprouts Farmers Market, trimming it by single digits in dollar terms as they balance near term headwinds around limited catalysts, slowing comps, and heightened competition against a still constructive medium to long term growth outlook supported by solid execution and an attractive entry point. Analyst Commentary Recent Street research reflects a recalibration of expectations for Sprouts Farmers Market, with modestly lower price targets but a continued positive stance on the company’s longer term trajectory.
SYY
US$73.57
Sysco
7D
0.3%
1Y
-8.4%

SYY: Improving Case Trends Will Support Stronger Earnings Resilience Ahead

The analyst price target for Sysco has increased to $98.00 from $93.00 as analysts point to improving U.S. case growth, solid gross margin trends, and potential upside to near term earnings, even as macro pressures temper expectations for independent volume recovery. Analyst Commentary Recent Street research reflects a generally constructive stance on Sysco, with price targets drifting higher and a focus on execution in case growth, gross margins, and mix between independent and chain customers.
PFGC
US$94.03
Performance Food Group
7D
1.5%
1Y
5.7%

PFGC: Independent Case Gains Will Support Multiple Through 15% EBITDA Expansion

Analysts have raised their price target on Performance Food Group by $8.33 to $130.00 per share, citing expectations for the company to outpace peers in independent case growth and deliver near to medium term EBITDA growth of about 15 percent, which they believe would enable it to grow into its current valuation multiple. Analyst Commentary Recent commentary from bullish analysts underscores growing confidence that Performance Food Group can sustain above industry growth and justify its higher valuation multiple through consistent execution.
ACI
US$17.06
Albertsons Companies
7D
-4.9%
1Y
-6.4%

ACI: Digital And Data Platform Will Deepen Engagement Across Grocery And Pharmacy

Analysts have modestly increased their blended price target for Albertsons Companies to $23.63 per share, reflecting expectations that the retailer's evolving data driven, digitally integrated platform and improving profit margins can offset slightly slower revenue growth and near term margin uncertainty. Analyst Commentary Bullish analysts see Albertsons' transformation into a data driven, digitally integrated food and wellness platform as a key driver of long term value creation, supporting higher price targets despite mixed near term signals.
TBBB
US$33.98
BBB Foods
7D
3.0%
1Y
13.6%

TBBB: Future Sector Leadership Will Depend On Executing Store Expansion

Analysts have raised their price target on BBB Foods by $3.50 to $39.00, citing its status as a top retail sector pick despite expectations for softer near term trends. Analyst Commentary Bullish analysts highlight that the higher price target reflects confidence in BBB Foods' ability to execute on its growth strategy, even as near term sector trends soften.
CART
US$43.49
Maplebear
7D
2.0%
1Y
4.4%

CART: Expanding Retail Networks And Buybacks Will Deliver Shareholder Value

Analysts have slightly increased their price target for Maplebear, raising the fair value estimate by $0.04 to $50.70 per share. This adjustment reflects minor changes in projected revenue growth and discount rate assumptions.
IMKT.A
US$70.87
Ingles Markets
7D
-8.7%
1Y
-0.3%