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U.S. Packaged Foods and Meats Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies110
  • 7D-0.05%
  • 3M-10.7%
  • 1Y-14.5%
  • YTDn/a

Last week, the Packaged Foods and Meats industry hasn't moved much but Tyson Foods is up 6.0% in that time. As for the longer term, the industry has declined 14% in the last year. As for the next few years, earnings are expected to grow by 20% 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
Sun, 10 May 2026US$320.7bUS$389.5bUS$8.1b14.6x39.8x0.8x
Tue, 07 Apr 2026US$326.6bUS$388.5bUS$7.6b19.8x42.9x0.8x
Thu, 05 Mar 2026US$349.5bUS$387.1bUS$7.5b23.4x46.4x0.9x
Sat, 31 Jan 2026US$336.5bUS$388.1bUS$10.7b21.2x31.4x0.9x
Mon, 29 Dec 2025US$330.2bUS$394.0bUS$11.4b20.3x29x0.8x
Wed, 26 Nov 2025US$360.9bUS$407.0bUS$14.2b20.7x25.5x0.9x
Fri, 24 Oct 2025US$373.3bUS$399.8bUS$13.1b19.9x28.4x0.9x
Sun, 21 Sep 2025US$378.1bUS$403.4bUS$13.5b20.9x28x0.9x
Tue, 19 Aug 2025US$384.4bUS$401.8bUS$13.2b21x29.1x1x
Thu, 17 Jul 2025US$384.9bUS$393.1bUS$20.9b20.2x18.4x1x
Sat, 14 Jun 2025US$398.1bUS$393.6bUS$20.4b21.4x19.5x1x
Mon, 12 May 2025US$382.6bUS$313.6bUS$19.5b20.7x19.6x1.2x
Wed, 09 Apr 2025US$385.5bUS$313.4bUS$20.8b19.5x18.6x1.2x
Fri, 07 Mar 2025US$400.6bUS$313.6bUS$20.7b20.7x19.3x1.3x
Sun, 02 Feb 2025US$386.6bUS$317.2bUS$18.5b20.7x20.9x1.2x
Tue, 31 Dec 2024US$394.3bUS$303.2bUS$17.9b21.3x22x1.3x
Thu, 28 Nov 2024US$413.7bUS$298.3bUS$17.5b22.6x23.6x1.4x
Sat, 26 Oct 2024US$421.4bUS$297.6bUS$17.7b19.3x23.8x1.4x
Mon, 23 Sep 2024US$436.7bUS$297.0bUS$17.3b22.3x25.3x1.5x
Wed, 21 Aug 2024US$428.2bUS$296.5bUS$17.5b21.7x24.5x1.4x
Fri, 19 Jul 2024US$410.2bUS$303.0bUS$18.5b19.4x22.1x1.4x
Sun, 16 Jun 2024US$395.6bUS$303.8bUS$19.2b17.8x20.6x1.3x
Tue, 14 May 2024US$429.8bUS$304.0bUS$18.3b18.9x23.5x1.4x
Thu, 11 Apr 2024US$416.6bUS$297.3bUS$17.8b21.1x23.4x1.4x
Sat, 09 Mar 2024US$413.3bUS$299.3bUS$17.7b20.6x23.3x1.4x
Mon, 05 Feb 2024US$434.6bUS$311.2bUS$19.2b20.5x22.7x1.4x
Wed, 03 Jan 2024US$433.5bUS$310.1bUS$18.9b19.7x22.9x1.4x
Fri, 01 Dec 2023US$403.9bUS$310.6bUS$18.8b19.5x21.4x1.3x
Sun, 29 Oct 2023US$388.5bUS$309.4bUS$19.5b19.6x19.9x1.3x
Tue, 26 Sep 2023US$420.5bUS$306.0bUS$19.4b21.9x21.7x1.4x
Thu, 24 Aug 2023US$434.7bUS$306.3bUS$19.5b19.8x22.3x1.4x
Sat, 22 Jul 2023US$468.0bUS$304.5bUS$19.5b19.6x24x1.5x
Mon, 19 Jun 2023US$478.0bUS$309.6bUS$20.1b20.5x23.7x1.5x
Wed, 17 May 2023US$496.0bUS$309.5bUS$21.0b20.1x23.6x1.6x
Price to Earnings Ratio

23.6x


Total Market Cap: US$496.0bTotal Earnings: US$21.0bTotal Revenue: US$309.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 24.9x202420252026
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 39.8x which is higher than its 3-year average PE of 24.9x.
  • 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 27% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.0% 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 Market2.14%
Consumer Staples-0.24%
Food0.16%
Packaged Foods and Meats-0.046%
Agricultural Products0.88%
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
KHC Kraft HeinzUS$23.966.5%
+US$1.7b		-14.6%PS1.1x
TSN Tyson FoodsUS$67.946.0%
+US$1.4b		20.6%PE52.8x
JBS JBSUS$16.321.6%
+US$278.4m		n/aPE8.6x
HSY HersheyUS$187.060.7%
+US$267.8m		10.0%PE34.7x
MDLZ Mondelez InternationalUS$61.550.3%
+US$231.1m		-7.3%PE30.3x

Latest News

KHC
US$23.96
Kraft Heinz
7D
6.5%
1Y
-14.6%
VITL
US$9.52
Vital Farms
7D
-30.3%
1Y
-70.8%
TSN
US$67.94
Tyson Foods
7D
6.0%
1Y
20.6%
FRPT
US$55.87
Freshpet
7D
-17.1%
1Y
-31.9%
GIS
US$35.71
General Mills
7D
1.1%
1Y
-34.7%
PPC
US$30.40
Pilgrim's Pride
7D
-8.2%
1Y
-35.7%
SEB
US$4,527.19
Seaboard
7D
-20.4%
1Y
78.8%
JJSF
US$75.71
J&J Snack Foods
7D
-14.2%
1Y
-34.6%
MZTI
US$116.96
Marzetti
7D
-10.2%
1Y
-29.3%
Seeking Alpha • May 06

Marzetti: Questionable Growth Prospects Ahead

Summary The Marzetti Company (MZTI) reported a double miss in Q3. Retail sales declined, reflecting transitory factors but a more concerning category decline as well. GLP-1s seem to pose a headwind to MZTI. MZTI acquired Bachan's to position the company into better-growing categories, but the acquisition's price tag makes the transaction questionable. I estimate MZTI stock to have a fair value of $130.0. Read the full article on Seeking Alpha
MDLZ
US$61.55
Mondelez International
7D
0.3%
1Y
-7.3%
CPB
US$21.25
Campbell's
7D
2.2%
1Y
-40.3%
HRL
US$20.75
Hormel Foods
7D
-3.4%
1Y
-29.4%
MKC
US$47.90
McCormick
7D
-5.8%
1Y
-37.2%
Seeking Alpha • May 04

McCormick: The Unilever Deal Spooked The Market, But That's The Opportunity

Summary McCormick delivered strong Q1'26 results, with robust margin expansion and reaffirmed FY'26 guidance, despite market skepticism following the Unilever Foods combination announcement. The Unilever Foods deal offers compelling cost synergies ($600M/year by year three) and global distribution opportunities, though near-term leverage will rise to 4x and Unilever shareholders will initially own 55%. MKC's heat portfolio (Frank's RedHot, Cholula) is driving above-average growth and margin uplift, while Flavor Solutions is showing early signs of sustainable margin expansion. At 16x forward earnings and a 3.8% yield, MKC trades at a discount to historical multiples, providing an attractive entry point for long-term investors; shares are rated a buy. Read the full article on Seeking Alpha
SJM
US$99.44
J. M. Smucker
7D
1.4%
1Y
-11.2%
Narrative Update • May 04

SJM: Elliott Partnership And Coffee Cost Deflation Will Support Future Margin Upside

The analyst price target for J. M.
HSY
US$187.06
Hershey
7D
0.7%
1Y
10.0%
Analysis Article • May 03

The Hershey Company Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, The Hershey Company ( NYSE:HSY ) just kicked off its latest first-quarter results with some very...
JBS
US$16.32
JBS
7D
1.6%
1Y
n/a
Seeking Alpha • Apr 10

JBS: Shares Rise 26% This Year, But The Main Trigger Is Yet To Come

Summary I reiterate my buy rating on JBS as dual listing and potential Russell 1000 inclusion drive value unlock. JBS's diversified global protein business, robust revenue growth, and leading ROE support its investment appeal despite historical valuation discounts. Trading at 5.7x EBITDA versus peers' 8.65x, JBS offers up to 51% upside if multiples converge; even conservative peer comparison suggests 14% upside. 2025 results showed 15% revenue growth but margin compression; 2026 outlook anticipates further margin pressure, yet JBS’s diversification provides resilience. Read the full article on Seeking Alpha