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

U.S. Packaged Foods and Meats Industry Analysis

UpdatedJan 17, 2026
DataAggregated Company Financials
Companies115
  • 7D2.5%
  • 3M-3.1%
  • 1Y-10.1%
  • YTDn/a

In the last week, the Packaged Foods and Meats industry is up 2.5%, with Mondelez International up 3.9%. In the past year, the industry is down 10%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

Has the U.S. Packaged Foods and Meats Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 17 Jan 2026US$337.4bUS$393.7bUS$11.3b21.3x30x0.9x
Mon, 15 Dec 2025US$331.9bUS$396.1bUS$12.7b20.2x26.2x0.8x
Wed, 12 Nov 2025US$353.6bUS$408.7bUS$14.2b18.3x24.9x0.9x
Fri, 10 Oct 2025US$373.0bUS$399.9bUS$13.1b19.9x28.4x0.9x
Sun, 07 Sep 2025US$381.9bUS$402.2bUS$13.1b21.4x29.1x0.9x
Tue, 05 Aug 2025US$389.5bUS$396.5bUS$13.1b21.2x29.8x1x
Thu, 03 Jul 2025US$399.7bUS$395.3bUS$20.2b21.8x19.8x1x
Sat, 31 May 2025US$382.4bUS$313.6bUS$19.5b21.1x19.7x1.2x
Mon, 28 Apr 2025US$388.0bUS$314.3bUS$21.2b20.2x18.3x1.2x
Wed, 26 Mar 2025US$392.2bUS$313.5bUS$20.9b20.3x18.7x1.3x
Fri, 21 Feb 2025US$389.1bUS$318.0bUS$22.2b20x17.5x1.2x
Sun, 19 Jan 2025US$376.1bUS$302.9bUS$18.1b20.3x20.8x1.2x
Tue, 17 Dec 2024US$410.5bUS$303.3bUS$17.9b21.7x22.9x1.4x
Thu, 14 Nov 2024US$412.9bUS$297.8bUS$17.9b21.2x23.1x1.4x
Sat, 12 Oct 2024US$425.6bUS$297.6bUS$17.7b21.8x24x1.4x
Mon, 09 Sep 2024US$442.0bUS$297.0bUS$17.4b22.4x25.5x1.5x
Wed, 07 Aug 2024US$417.7bUS$297.0bUS$17.4b21.9x24x1.4x
Fri, 05 Jul 2024US$395.9bUS$303.6bUS$19.2b18.2x20.6x1.3x
Sun, 02 Jun 2024US$414.6bUS$304.2bUS$18.4b18.4x22.5x1.4x
Tue, 30 Apr 2024US$420.9bUS$303.4bUS$18.1b19.5x23.2x1.4x
Thu, 28 Mar 2024US$422.3bUS$298.2bUS$18.1b21.3x23.4x1.4x
Sat, 24 Feb 2024US$415.2bUS$300.2bUS$17.5b20.1x23.7x1.4x
Mon, 22 Jan 2024US$422.1bUS$310.2bUS$18.7b19.6x22.5x1.4x
Wed, 20 Dec 2023US$420.6bUS$310.3bUS$18.8b19.2x22.4x1.4x
Fri, 17 Nov 2023US$408.1bUS$310.3bUS$18.9b20.3x21.5x1.3x
Sun, 15 Oct 2023US$382.6bUS$309.2bUS$19.5b19.6x19.6x1.2x
Tue, 12 Sep 2023US$429.3bUS$306.0bUS$19.5b22.1x22x1.4x
Thu, 10 Aug 2023US$452.3bUS$306.1bUS$19.5b22.8x23.1x1.5x
Sat, 08 Jul 2023US$457.9bUS$304.4bUS$19.7b19.6x23.3x1.5x
Mon, 05 Jun 2023US$483.7bUS$309.4bUS$21.0b20.8x23.1x1.6x
Wed, 03 May 2023US$504.1bUS$308.3bUS$22.7b20.5x22.2x1.6x
Fri, 31 Mar 2023US$479.4bUS$306.0bUS$21.6b20x22.2x1.6x
Sun, 26 Feb 2023US$468.5bUS$303.8bUS$21.4b21.6x21.9x1.5x
Tue, 24 Jan 2023US$461.5bUS$301.2bUS$22.0b23.9x21x1.5x
Price to Earnings Ratio

21x


Total Market Cap: US$461.5bTotal Earnings: US$22.0bTotal Revenue: US$301.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 22.8x202420252026
Current Industry PE
  • Investors are optimistic on the American Packaged Foods and Meats industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 30.0x which is higher than its 3-year average PE of 22.8x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.86x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 20% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.3% 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. Packaged Foods and Meats compare with similar industries?

US Market-0.34%
Consumer Staples3.34%
Food2.93%
Packaged Foods and Meats2.51%
Agricultural Products4.99%
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
MDLZ Mondelez InternationalUS$57.243.9%
+US$2.8b		-1.1%PE20.9x
HSY HersheyUS$197.764.6%
+US$1.8b		29.4%PE29.5x
JBS JBSUS$14.675.2%
+US$798.5m		n/aPE7.9x
TSN Tyson FoodsUS$60.073.5%
+US$720.2m		7.8%PE44.7x
PPC Pilgrim's PrideUS$41.376.7%
+US$615.2m		-8.7%PE8x

Latest News

HRL
US$24.22
Hormel Foods
7D
4.3%
1Y
-19.1%
GIS
US$44.51
General Mills
7D
-0.2%
1Y
-25.4%
MDLZ
US$57.24
Mondelez International
7D
3.9%
1Y
-1.1%
AGRO
US$8.18
Adecoagro
7D
-2.0%
1Y
-15.3%

AGRO: Capital Raise And Profertil Deal Will Support Future Upside

Analysts have nudged their price target for Adecoagro slightly lower, from about US$10.50 to around US$10.25, citing updated assumptions on growth, profitability and valuation following the recent capital increase and Profertil acquisition. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the US$308M capital increase, combined with the Profertil acquisition, gives Adecoagro more financial flexibility to pursue growth projects and support its revised valuation framework.
SMPL
US$20.93
Simply Good Foods
7D
-2.2%
1Y
-38.2%
PPC
US$41.37
Pilgrim's Pride
7D
6.7%
1Y
-8.7%

PPC: Future Returns Will Reflect Steady Assumptions And Undervalued Upside Potential

Analysts have kept their price target for Pilgrim's Pride steady, reflecting only small technical adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E, rather than any new fundamental change in their view. Valuation Changes Fair Value: The model fair value estimate is unchanged at 43.57143, indicating no adjustment to the core valuation outcome.
HSY
US$197.76
Hershey
7D
4.6%
1Y
29.4%

HSY: Easing Cocoa Tariffs And Cost Relief Will Test Demand Elasticity

Analysts have nudged their Hershey fair value estimate higher to about US$194 from roughly US$192, highlighting easing cocoa costs, tariff relief, and scope for reinvestment that support slightly higher long term margins along with a modestly richer future P/E assumption. Analyst Commentary Recent Street research on Hershey clusters around two themes, easing cocoa and tariff costs on the positive side, and questions around demand elasticity and earnings power on the cautious side.
VITL
US$29.49
Vital Farms
7D
-1.9%
1Y
-31.6%

VITL: Index Additions And Brand Strength Will Support Future Upside Potential

Analysts trimmed their price target on Vital Farms to US$48 from US$53, citing recent Nielsen scanner data that showed softer retail volumes and heavier discounting in the period through November 15. Analyst Commentary Recent commentary points to a mixed view on Vital Farms, with the lower price target reflecting both execution risks and continued confidence in the broader equity story.
NOMD
US$11.65
Nomad Foods
7D
-3.2%
1Y
-31.3%

NOMD: Leadership Transition And Conservative Outlook Will Create Long-Term Upside

Analysts have reduced their price target on Nomad Foods to €17.92 from €27.69, citing updated assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple. What's in the News Nomad Foods issued earnings guidance for full year 2025, indicating it expects results near the low end of its existing ranges, with organic revenue near the low end of its flat to 2% decline range (Company guidance).
TSN
US$60.07
Tyson Foods
7D
3.5%
1Y
7.8%

TSN: Beef Plant Closures And Tariff Cuts Will Support Future Margin Recovery

Analysts have nudged their fair value estimate for Tyson Foods slightly higher to about US$77.42 from about US$77.18. This change reflects small updates to revenue growth, profit margin, discount rate assumptions and the future P/E multiple used in their models.
CPB
US$26.08
Campbell's
7D
-1.3%
1Y
-33.1%

CPB: New Finance Leadership Will Support Future Performance Despite Governance And Legal Turbulence

Analysts have trimmed their fair value estimate for Campbell's to about $32 from roughly $34, citing updated views on revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Campbell's placed its vice president of information technology, Martin Bally, on temporary leave after a lawsuit alleged he described company food as "highly processed" and "for poor people," and made racist comments in a recorded meeting, while the company publicly defended the quality of its soups and ingredients (Wall Street Journal).
AFRI
US$10.05
Forafric Global
7D
-5.3%
1Y
1.0%
MKC
US$67.04
McCormick
7D
-1.0%
1Y
-8.6%
JBS
US$14.67
JBS
7D
5.2%
1Y
n/a
SFD
US$23.45
Smithfield Foods
7D
4.3%
1Y
n/a
SEB
US$4,695.52
Seaboard
7D
6.6%
1Y
89.8%