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U.S. Packaged Foods and Meats Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies105
  • 7D0.6%
  • 3M2.5%
  • 1Y-9.0%
  • YTDn/a

In the last week, the Packaged Foods and Meats industry is flat overall, with Kraft Heinz standing out by going down 4.2%. Unfortunately though, the industry is down 9.0% over the past 12 months. As for the next few years, earnings are expected to grow by 21% 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
Mon, 10 Aug 2026US$324.3bUS$393.1bUS$7.9b17.7x41.3x0.8x
Wed, 08 Jul 2026US$313.1bUS$392.3bUS$6.6b15.5x47.7x0.8x
Fri, 05 Jun 2026US$305.7bUS$392.0bUS$7.7b16.6x39.8x0.8x
Sun, 03 May 2026US$318.6bUS$388.9bUS$7.5b19.6x42.2x0.8x
Tue, 31 Mar 2026US$325.4bUS$389.0bUS$7.2b20x45x0.8x
Thu, 26 Feb 2026US$356.2bUS$386.9bUS$7.5b24.2x47.8x0.9x
Sat, 24 Jan 2026US$333.6bUS$393.9bUS$11.3b21x29.6x0.8x
Mon, 22 Dec 2025US$332.0bUS$395.5bUS$11.4b19.9x29x0.8x
Wed, 19 Nov 2025US$357.4bUS$410.0bUS$14.0b19.5x25.4x0.9x
Fri, 17 Oct 2025US$370.0bUS$398.9bUS$13.1b20.1x28.2x0.9x
Sun, 14 Sep 2025US$380.6bUS$403.3bUS$13.1b21.3x29x0.9x
Tue, 12 Aug 2025US$390.2bUS$397.5bUS$13.0b20.9x29.9x1x
Thu, 10 Jul 2025US$393.1bUS$394.1bUS$20.1b20.2x19.5x1x
Sat, 07 Jun 2025US$379.2bUS$313.8bUS$19.4b21.5x19.6x1.2x
Mon, 05 May 2025US$387.1bUS$313.8bUS$19.9b20.5x19.5x1.2x
Wed, 02 Apr 2025US$403.9bUS$312.9bUS$20.9b21x19.3x1.3x
Fri, 28 Feb 2025US$395.4bUS$318.0bUS$21.1b20.3x18.7x1.2x
Sun, 26 Jan 2025US$375.7bUS$303.1bUS$18.1b21x20.7x1.2x
Tue, 24 Dec 2024US$391.8bUS$303.3bUS$17.9b21.5x21.9x1.3x
Thu, 21 Nov 2024US$401.4bUS$297.9bUS$17.7b20.9x22.6x1.3x
Sat, 19 Oct 2024US$429.2bUS$297.6bUS$17.7b21.5x24.2x1.4x
Mon, 16 Sep 2024US$439.1bUS$297.1bUS$17.4b22.4x25.3x1.5x
Wed, 14 Aug 2024US$416.4bUS$296.5bUS$17.5b21.7x23.9x1.4x
Fri, 12 Jul 2024US$394.1bUS$303.7bUS$19.2b18.3x20.5x1.3x
Sun, 09 Jun 2024US$407.3bUS$303.8bUS$19.2b17.5x21.3x1.3x
Tue, 07 May 2024US$418.3bUS$303.9bUS$18.2b18.5x23x1.4x
Thu, 04 Apr 2024US$416.9bUS$297.9bUS$17.9b21.1x23.2x1.4x
Sat, 02 Mar 2024US$415.1bUS$299.2bUS$17.8b20.6x23.4x1.4x
Mon, 29 Jan 2024US$429.4bUS$310.2bUS$18.8b19.7x22.9x1.4x
Wed, 27 Dec 2023US$418.1bUS$310.2bUS$18.8b19.2x22.2x1.3x
Fri, 24 Nov 2023US$407.9bUS$310.7bUS$18.9b19.6x21.6x1.3x
Sun, 22 Oct 2023US$385.3bUS$309.2bUS$19.5b19.6x19.7x1.2x
Tue, 19 Sep 2023US$430.5bUS$305.8bUS$19.5b22.3x22x1.4x
Thu, 17 Aug 2023US$442.8bUS$306.1bUS$19.5b19.9x22.7x1.4x
Price to Earnings Ratio

22.7x


Total Market Cap: US$442.8bTotal Earnings: US$19.5bTotal Revenue: US$306.1bTotal 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 41.3x which is higher than its 3-year average PE of 26.8x.
  • 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 26% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.7% 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 Market2.74%
Consumer Staples0.26%
Food0.47%
Packaged Foods and Meats0.55%
Agricultural Products0.15%
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$62.611.4%
+US$1.1b		1.7%PE22.7x
HSY HersheyUS$182.352.6%
+US$940.3m		4.0%PE24.6x
JBS JBSUS$14.233.4%
+US$503.3m		0.6%PE8.7x
GIS General MillsUS$36.892.5%
+US$475.0m		-25.2%PS1.1x
MKC McCormickUS$52.962.8%
+US$387.1m		-24.0%PE8.8x

Latest News

JBS
US$14.23
JBS
7D
3.4%
1Y
0.6%
PPC
US$27.45
Pilgrim's Pride
7D
-1.7%
1Y
-45.5%
JJSF
US$91.91
J&J Snack Foods
7D
16.3%
1Y
-15.4%
Analysis Article • Aug 08

J&J Snack Foods Corp. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next

The investors in J&J Snack Foods Corp. 's ( NASDAQ:JJSF ) will be rubbing their hands together with glee today, after...
POST
US$78.69
Post Holdings
7D
-12.8%
1Y
-26.4%
SJM
US$120.16
J. M. Smucker
7D
2.3%
1Y
8.3%
SEB
US$4,240.64
Seaboard
7D
-3.5%
1Y
22.0%
HSY
US$182.35
Hershey
7D
2.6%
1Y
4.0%
Seeking Alpha • Aug 07

Hershey: Improving Fundamentals Warrant An Upgrade On Cautious Optimism

Summary Hershey is upgraded from Sell to a cautious Buy as cocoa prices have declined, margins are recovering, and earnings are rebounding. HSY's risk/reward profile is now more attractive, with normalized earnings, resumed dividend growth, and diminished tariff concerns supporting a small position entry. Revenue growth is driven by pricing, not volume, highlighting strong brand power but raising concerns about long-term organic growth sustainability. Monitoring cocoa price volatility, volume trends, and margin normalization remains critical, as fundamental risks persist despite improved conditions. Read the full article on Seeking Alpha
SFD
US$25.40
Smithfield Foods
7D
-2.2%
1Y
0.9%
Seeking Alpha • Aug 07

Smithfield Foods Is Too Tasty For A Downgrade

Summary Smithfield Foods remains a 'buy' as operational execution, accelerating revenue, and a clear long-term strategy drive outperformance versus the S&P 500. SFD’s pending $450M cash acquisition of Nathan’s Famous (NATH) is expected to boost long-term revenue, with anticipated cost synergies reducing the EV/EBITDA multiple to ~10x. The Packaged Meats segment is the primary value driver, with 6.2% revenue growth driven by higher volumes and pricing, while the Fresh Pork and Hog Production segments underperformed. Shares trade at attractive valuation multiples versus peers; upcoming Q2 FY2026 results are a key catalyst, with analysts expecting higher EPS despite a revenue dip. Read the full article on Seeking Alpha
TSN
US$58.04
Tyson Foods
7D
-2.6%
1Y
2.4%
FRPT
US$66.91
Freshpet
7D
12.2%
1Y
7.3%
Narrative Update • Aug 07

FRPT: Q2 Progress And Share Repurchases Will Offset Mounting Competitive Pressures

Freshpet's fair value estimate has been revised higher to $70, reflecting analysts' updated price targets in the $70 to $85 range. These targets highlight confidence in the company's recent Q2 execution, marketing and operational progress, while still acknowledging concerns about valuation, slower household penetration and growing competition.
SUJA
US$6.26
Suja Life
7D
-45.4%
1Y
n/a
KHC
US$25.32
Kraft Heinz
7D
-4.2%
1Y
-7.7%
Seeking Alpha • Aug 06

Kraft Heinz: Why A Smart Strategy Still May Not Work

Summary Kraft Heinz trades at 12.5x 2026 P/E, but profit declines and sector headwinds persist. The 6%+ dividend yield appears attractive, yet sustainability is questionable given ongoing earnings erosion. CEO Cahillane's new strategy emphasizes increased marketing and promotional spend, aiming for organic growth and volume recovery by 2027. Despite credible turnaround efforts, KHC's path to sustained improvement remains uncertain amid entrenched competitive and structural challenges. Read the full article on Seeking Alpha
GIS
US$36.89
General Mills
7D
2.5%
1Y
-25.2%
MKC
US$52.96
McCormick
7D
2.8%
1Y
-24.0%
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
MDLZ
US$62.61
Mondelez International
7D
1.4%
1Y
1.7%
HRL
US$25.02
Hormel Foods
7D
-0.8%
1Y
-12.5%