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U.S. Packaged Foods and Meats Industry Analysis

UpdatedAug 06, 2026
DataAggregated Company Financials
Companies104
  • 7D-3.8%
  • 3M1.0%
  • 1Y-9.2%
  • YTDn/a

Over the last 7 days, the Packaged Foods and Meats industry has dropped 2.2%, driven by a pullback from Mondelez International of 3.7%. Meanwhile, Freshpet actually outperformed within the industry, gaining 15% in the last week. Overall the industry is down 9.3% in 12 months. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Aug 2026US$323.8bUS$392.7bUS$7.7b16.7x42.2x0.8x
Sat, 04 Jul 2026US$320.1bUS$392.3bUS$6.6b15.9x48.8x0.8x
Mon, 01 Jun 2026US$313.9bUS$391.7bUS$7.7b17.5x40.8x0.8x
Wed, 29 Apr 2026US$317.5bUS$388.6bUS$7.4b19.8x43x0.8x
Fri, 27 Mar 2026US$320.7bUS$389.0bUS$7.2b20.3x44.4x0.8x
Sun, 22 Feb 2026US$348.8bUS$386.7bUS$7.5b24.6x46.7x0.9x
Tue, 20 Jan 2026US$334.2bUS$393.8bUS$11.3b21.3x29.7x0.8x
Thu, 18 Dec 2025US$333.2bUS$396.1bUS$12.7b19.8x26.3x0.8x
Sat, 15 Nov 2025US$357.6bUS$406.7bUS$14.2b18.5x25.2x0.9x
Mon, 13 Oct 2025US$370.9bUS$397.9bUS$13.1b19.8x28.3x0.9x
Wed, 10 Sep 2025US$383.8bUS$401.9bUS$13.1b21.4x29.3x1x
Fri, 08 Aug 2025US$388.3bUS$397.8bUS$13.1b20.9x29.7x1x
Sun, 06 Jul 2025US$399.7bUS$395.3bUS$20.2b21.7x19.8x1x
Tue, 03 Jun 2025US$382.6bUS$313.8bUS$19.4b21.5x19.7x1.2x
Thu, 01 May 2025US$391.1bUS$314.3bUS$20.2b20.7x19.4x1.2x
Sat, 29 Mar 2025US$401.4bUS$312.9bUS$20.9b21.1x19.2x1.3x
Mon, 24 Feb 2025US$400.6bUS$318.0bUS$22.2b20.5x18.1x1.3x
Wed, 22 Jan 2025US$376.1bUS$302.9bUS$18.1b21x20.8x1.2x
Fri, 20 Dec 2024US$396.5bUS$303.3bUS$18.1b20.8x21.9x1.3x
Sun, 17 Nov 2024US$401.1bUS$297.9bUS$17.8b21x22.6x1.3x
Tue, 15 Oct 2024US$425.2bUS$297.6bUS$17.7b21.8x24x1.4x
Thu, 12 Sep 2024US$433.5bUS$297.0bUS$17.4b22.1x25x1.5x
Sat, 10 Aug 2024US$423.1bUS$296.4bUS$17.5b22.1x24.2x1.4x
Mon, 08 Jul 2024US$396.8bUS$303.6bUS$19.2b18.2x20.7x1.3x
Wed, 05 Jun 2024US$410.7bUS$303.9bUS$18.3b18.3x22.4x1.4x
Fri, 03 May 2024US$419.3bUS$303.3bUS$17.8b19.8x23.6x1.4x
Sun, 31 Mar 2024US$423.7bUS$298.2bUS$18.1b21.3x23.4x1.4x
Tue, 27 Feb 2024US$413.9bUS$300.7bUS$17.8b20.7x23.2x1.4x
Thu, 25 Jan 2024US$428.0bUS$310.2bUS$18.7b19.6x22.9x1.4x
Sat, 23 Dec 2023US$418.0bUS$310.2bUS$18.8b19.2x22.2x1.3x
Mon, 20 Nov 2023US$408.6bUS$310.7bUS$18.9b20.3x21.6x1.3x
Wed, 18 Oct 2023US$387.6bUS$309.2bUS$19.5b19.9x19.8x1.3x
Fri, 15 Sep 2023US$426.7bUS$305.8bUS$19.5b22.3x21.8x1.4x
Sun, 13 Aug 2023US$454.0bUS$306.2bUS$19.5b20.3x23.3x1.5x
Price to Earnings Ratio

23.3x


Total Market Cap: US$454.0bTotal Earnings: US$19.5bTotal Revenue: US$306.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 26.8x202420252026
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 61.0x which is higher than its 3-year average PE of 26.7x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.82x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 35% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.6% 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 Market5.51%
Consumer Staples-1.80%
Food-2.95%
Packaged Foods and Meats-3.77%
Agricultural Products0.23%
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
FRPT FreshpetUS$71.4717.7%
+US$527.3m		11.7%PE17.3x
MKC McCormickUS$52.541.1%
+US$147.9m		-24.3%PE8.7x
JJSF J&J Snack FoodsUS$84.666.9%
+US$91.6m		-24.0%PE32x
SMPL Simply Good FoodsUS$11.189.1%
+US$82.3m		-62.5%PS0.7x
OFRM Once Upon A Farm PBCUS$17.229.0%
+US$59.5m		n/aPS2.7x

Latest News

TSN
US$58.19
Tyson Foods
7D
-4.7%
1Y
3.8%
BYND
US$0.61
Beyond Meat
7D
14.9%
1Y
-79.1%
FRPT
US$71.47
Freshpet
7D
17.7%
1Y
11.7%
KHC
US$25.73
Kraft Heinz
7D
-6.8%
1Y
-5.6%
SJM
US$119.21
J. M. Smucker
7D
-5.7%
1Y
9.3%
JJSF
US$84.66
J&J Snack Foods
7D
6.9%
1Y
-24.0%
GIS
US$35.93
General Mills
7D
-5.2%
1Y
-27.1%
MKC
US$52.54
McCormick
7D
1.1%
1Y
-24.3%
Seeking Alpha • Aug 05

McCormick: A Spicy Total Returns Opportunity

Summary McCormick & Company is rated "Buy," trading at a 19% discount to fair value, with visible earnings durability and a 40-year dividend growth streak. Q2 2026 results beat expectations, driven by the McCormick de México acquisition, organic growth, and margin expansion from pricing and supply chain savings. The pending $44.8 billion Unilever Foods acquisition could add top brands, boost distribution, and drive mid- to high-teens EPS accretion by year 3 post-close. MKC offers a 3.7% yield, robust dividend safety, and potential for 13%+ annual total returns through FY 2031, despite macro and integration risks. Read the full article on Seeking Alpha
PPC
US$26.58
Pilgrim's Pride
7D
-11.3%
1Y
-46.1%
Seeking Alpha • Aug 04

Pilgrim's Pride Is Starting To Enter Attractive Territory As The Poultry Cycle Deteriorates

Summary Pilgrim’s Pride (PPC) is the leading US poultry pure-play, recently suffering a 50% share price decline amid cyclical oversupply pressures. PPC’s Q2 saw operating income fall nearly 90% YoY, with margins halved due to a 4.5% YoY increase in US poultry production outpacing demand. I initiate coverage with a Buy, citing PPC’s sub-10x normalized earnings multiple, sound balance sheet, and strategic investment in less commoditized segments. Position-building should be cautious, as further downside is possible if poultry fundamentals deteriorate before the cycle turns. Read the full article on Seeking Alpha
MDLZ
US$62.60
Mondelez International
7D
-3.7%
1Y
0.9%
HSY
US$179.58
Hershey
7D
-2.4%
1Y
-4.8%
SFD
US$25.23
Smithfield Foods
7D
-7.7%
1Y
-0.5%
SMPL
US$11.18
Simply Good Foods
7D
9.1%
1Y
-62.5%
Narrative Update • Aug 03

SMPL: Category Pressures Will Set Up Healthier Earnings Mix Ahead

Analysts have cut the fair value estimate for Simply Good Foods to $12 from $22, reflecting lower revenue growth expectations, a reduced future P/E multiple, and mixed views on brand recovery and category pressures, even as some recent price targets across the Street cluster around $12 to $14. Analyst Commentary Recent research on Simply Good Foods shows a cautious tone, with several bearish analysts trimming price targets and reevaluating the risk profile.
TR
US$39.84
Tootsie Roll Industries
7D
0.7%
1Y
4.8%
OFRM
US$17.22
Once Upon A Farm PBC
7D
9.0%
1Y
n/a
Narrative Update • Jul 24

OFRM: Index Inclusions Will Support Future Re-Rating Potential

Analysts have revised their fair value estimate for Once Upon A Farm PBC to $17.00 from $22.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Once Upon A Farm PBC Once Upon A Farm PBC was added to the Russell 3000 Index, expanding its inclusion across a broad US equity benchmark.
CPB
US$23.05
Campbell's
7D
0.4%
1Y
-29.5%