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U.S. Packaged Foods and Meats Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies114
  • 7D-1.8%
  • 3M-7.1%
  • 1Y-16.4%
  • YTDn/a

Over the last 7 days, the Packaged Foods and Meats industry has dropped 1.1%, driven by a pullback from Lamb Weston Holdings of 28%. The industry has fallen 15% in the last year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Dec 2025US$329.3bUS$393.9bUS$11.4b20.3x28.9x0.8x
Fri, 21 Nov 2025US$358.9bUS$411.3bUS$14.0b19.4x25.6x0.9x
Sun, 19 Oct 2025US$373.0bUS$399.5bUS$13.1b20.3x28.4x0.9x
Tue, 16 Sep 2025US$380.6bUS$403.7bUS$12.9b21.2x29.5x0.9x
Thu, 14 Aug 2025US$387.9bUS$398.9bUS$13.0b21.3x29.9x1x
Sat, 12 Jul 2025US$388.5bUS$393.5bUS$20.1b20.2x19.3x1x
Mon, 09 Jun 2025US$379.8bUS$313.8bUS$19.4b21.5x19.6x1.2x
Wed, 07 May 2025US$386.1bUS$313.8bUS$19.6b20.8x19.7x1.2x
Fri, 04 Apr 2025US$398.3bUS$313.4bUS$20.8b21.2x19.2x1.3x
Sun, 02 Mar 2025US$399.0bUS$318.0bUS$21.1b20.5x18.9x1.3x
Tue, 28 Jan 2025US$378.0bUS$303.1bUS$18.1b21.6x20.9x1.2x
Thu, 26 Dec 2024US$393.4bUS$303.3bUS$17.9b21.6x22x1.3x
Sat, 23 Nov 2024US$408.7bUS$297.9bUS$17.7b22x23x1.4x
Mon, 21 Oct 2024US$431.0bUS$297.6bUS$17.7b21.5x24.3x1.4x
Wed, 18 Sep 2024US$441.4bUS$297.1bUS$17.4b22x25.4x1.5x
Fri, 16 Aug 2024US$427.7bUS$296.4bUS$17.5b21.5x24.5x1.4x
Sun, 14 Jul 2024US$396.3bUS$303.7bUS$18.6b18.4x21.3x1.3x
Tue, 11 Jun 2024US$403.2bUS$303.8bUS$19.2b17.2x21x1.3x
Thu, 09 May 2024US$422.8bUS$304.0bUS$18.3b18.7x23x1.4x
Sat, 06 Apr 2024US$417.5bUS$298.0bUS$17.9b20.8x23.3x1.4x
Mon, 04 Mar 2024US$411.9bUS$299.2bUS$17.8b20.6x23.2x1.4x
Wed, 31 Jan 2024US$430.4bUS$310.2bUS$18.8b20.2x22.9x1.4x
Fri, 29 Dec 2023US$421.6bUS$310.3bUS$18.8b19.3x22.4x1.4x
Sun, 26 Nov 2023US$412.7bUS$310.7bUS$18.9b19.6x21.8x1.3x
Tue, 24 Oct 2023US$383.0bUS$309.2bUS$19.5b19.4x19.6x1.2x
Thu, 21 Sep 2023US$429.2bUS$305.8bUS$19.5b22.5x22x1.4x
Sat, 19 Aug 2023US$439.1bUS$306.3bUS$19.5b20x22.5x1.4x
Mon, 17 Jul 2023US$459.4bUS$304.6bUS$19.6b19.3x23.5x1.5x
Wed, 14 Jun 2023US$475.1bUS$309.6bUS$20.1b20.4x23.6x1.5x
Fri, 12 May 2023US$503.8bUS$309.4bUS$21.1b20.8x23.9x1.6x
Sun, 09 Apr 2023US$488.3bUS$306.4bUS$21.7b20.3x22.5x1.6x
Tue, 07 Mar 2023US$463.0bUS$304.2bUS$21.6b21.4x21.5x1.5x
Thu, 02 Feb 2023US$468.7bUS$302.4bUS$21.6b24.1x21.7x1.6x
Sat, 31 Dec 2022US$475.6bUS$300.0bUS$21.6b21.9x22x1.6x
Price to Earnings Ratio

22x


Total Market Cap: US$475.6bTotal Earnings: US$21.6bTotal Revenue: US$300.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 22.7x202320242025
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 29.0x which is higher than its 3-year average PE of 22.7x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.84x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 19% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.6% 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 Market2.62%
Consumer Staples-1.96%
Food-1.88%
Packaged Foods and Meats-1.83%
Agricultural Products-2.13%
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$54.150.6%
+US$425.8m		-9.8%PE19.8x
HRL Hormel FoodsUS$24.091.8%
+US$236.5m		-23.8%PE27.7x
JBS JBSUS$14.541.4%
+US$221.8m		n/aPE7.8x
MKC McCormickUS$68.900.9%
+US$169.1m		-11.7%PE23.8x
POST Post HoldingsUS$100.711.8%
+US$92.8m		-11.8%PE15.6x

Latest News

LW
US$41.80
Lamb Weston Holdings
7D
-30.1%
1Y
-34.4%

Take Care Before Jumping Onto Lamb Weston Holdings, Inc. (NYSE:LW) Even Though It's 26% Cheaper

Dec 23
Take Care Before Jumping Onto Lamb Weston Holdings, Inc. (NYSE:LW) Even Though It's 26% Cheaper
AGRO
US$7.95
Adecoagro
7D
7.0%
1Y
-16.7%
MKC
US$68.90
McCormick
7D
0.9%
1Y
-11.7%
POST
US$100.71
Post Holdings
7D
1.8%
1Y
-11.8%
CPB
US$27.68
Campbell's
7D
-3.6%
1Y
-33.5%

CPB Will Navigate Governance Setback While Maintaining Modest Earnings Outlook

Analysts have trimmed their price target on Campbell's from 29 dollars to 26 dollars, citing a slightly less negative revenue growth outlook, improved profit margin expectations, and a lower anticipated future P/E multiple. Together, these factors point to a more conservative valuation framework.
CAG
US$16.98
Conagra Brands
7D
-4.3%
1Y
-38.6%
GIS
US$46.64
General Mills
7D
-0.8%
1Y
-26.8%
HRL
US$24.09
Hormel Foods
7D
1.8%
1Y
-23.8%
NOMD
US$12.60
Nomad Foods
7D
0.4%
1Y
-24.4%

NOMD: Stable Margins And New Leadership Will Support Future Earnings Upside

Analysts have raised their price target on Nomad Foods by a modest amount to reflect slightly lower long term discount rate assumptions and stable profit margin expectations, which supports a marginally higher valuation outlook in currency terms. What's in the News Nomad Foods reaffirmed earnings guidance for 2025, indicating results are expected near the low end of existing ranges.
CALM
US$82.43
Cal-Maine Foods
7D
-6.0%
1Y
-19.8%
KHC
US$23.69
Kraft Heinz
7D
-4.3%
1Y
-22.7%
HSY
US$182.62
Hershey
7D
-2.9%
1Y
7.1%

HSY: Future Tariff Relief Will Not Fully Offset Margin And Demand Risks

Analysts have raised their fair value estimate for Hershey to approximately $151 from about $126, citing higher long term margin expectations, modestly richer forward valuation multiples, and tariff relief that should offset slower projected revenue growth and a slightly higher discount rate. Analyst Commentary Recent Street research reflects a more balanced, but still cautious, stance on Hershey, with several Bearish analysts trimming price targets or maintaining neutral ratings despite operational resilience.
MDLZ
US$54.15
Mondelez International
7D
0.6%
1Y
-9.8%

MDLZ: AI Cost Cuts Will Support Future Margin Expansion Despite Demand Headwinds

Analysts have modestly reduced their price targets on Mondelez International, trimming the equity fair value estimate by about $0.17 per share to reflect slightly lower long term growth and earnings expectations amid softer consumer demand and a recalibration of valuation multiples. Analyst Commentary Street research reflects a generally cautious but still constructive stance on Mondelez, with most firms trimming price targets while maintaining ratings that range from Neutral to positive.
MZTI
US$163.70
Marzetti
7D
-5.4%
1Y
-8.1%
PPC
US$39.69
Pilgrim's Pride
7D
0.2%
1Y
-14.3%

PPC: Stable Margins And Multiples Will Drive Future Share Price Upside

Analysts have nudged their price target on Pilgrim's Pride marginally higher to approximately $44.29 per share, reflecting steady expectations for revenue growth, profit margins, and valuation multiples despite only negligible model adjustments. Valuation Changes Fair Value Estimate remains effectively unchanged at approximately $44.29 per share, indicating stable intrinsic value assumptions.
JBS
US$14.54
JBS
7D
1.4%
1Y
n/a