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U.S. Packaged Foods and Meats Industry Analysis

UpdatedJul 05, 2026
DataAggregated Company Financials
Companies109
  • 7D1.3%
  • 3M-2.7%
  • 1Y-13.2%
  • YTDn/a

The Packaged Foods and Meats industry is up 1.3% in the last week, with Kraft Heinz up 7.0%. In the same time, Hormel Foods was down 5.7%. In the past year, the industry is down 13%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Jul 2026US$320.1bUS$392.3bUS$6.6b15.9x48.8x0.8x
Tue, 02 Jun 2026US$313.9bUS$391.7bUS$7.7b17.5x40.8x0.8x
Thu, 30 Apr 2026US$320.7bUS$389.4bUS$7.5b19.8x42.5x0.8x
Sat, 28 Mar 2026US$320.7bUS$389.0bUS$7.2b19.7x44.4x0.8x
Mon, 23 Feb 2026US$348.8bUS$386.7bUS$7.5b24.6x46.7x0.9x
Wed, 21 Jan 2026US$334.2bUS$393.8bUS$11.3b21.4x29.7x0.8x
Fri, 19 Dec 2025US$334.7bUS$395.7bUS$12.3b20.2x27.2x0.8x
Sun, 16 Nov 2025US$359.5bUS$410.5bUS$14.1b18.7x25.6x0.9x
Tue, 14 Oct 2025US$370.9bUS$398.6bUS$13.1b19.9x28.3x0.9x
Thu, 11 Sep 2025US$384.0bUS$402.4bUS$13.1b20.9x29.3x1x
Sat, 09 Aug 2025US$391.6bUS$397.7bUS$13.0b20.9x30x1x
Mon, 07 Jul 2025US$399.7bUS$395.3bUS$20.2b21.7x19.8x1x
Wed, 04 Jun 2025US$382.5bUS$313.7bUS$19.4b21.6x19.7x1.2x
Fri, 02 May 2025US$393.2bUS$314.3bUS$20.4b20.5x19.3x1.3x
Sun, 30 Mar 2025US$401.2bUS$312.9bUS$20.9b21.1x19.2x1.3x
Tue, 25 Feb 2025US$401.5bUS$318.0bUS$22.2b20.3x18.1x1.3x
Thu, 23 Jan 2025US$377.9bUS$303.0bUS$18.1b20.7x20.9x1.2x
Sat, 21 Dec 2024US$390.9bUS$303.3bUS$17.9b21.6x21.8x1.3x
Mon, 18 Nov 2024US$401.1bUS$297.9bUS$17.8b21x22.6x1.3x
Wed, 16 Oct 2024US$429.7bUS$297.6bUS$17.7b21.9x24.3x1.4x
Fri, 13 Sep 2024US$433.5bUS$297.0bUS$17.4b22.2x25x1.5x
Sun, 11 Aug 2024US$422.6bUS$296.4bUS$17.5b22.1x24.2x1.4x
Tue, 09 Jul 2024US$396.7bUS$303.6bUS$19.2b18.2x20.7x1.3x
Thu, 06 Jun 2024US$412.3bUS$303.8bUS$18.3b18x22.5x1.4x
Sat, 04 May 2024US$422.9bUS$304.0bUS$18.0b17.9x23.5x1.4x
Mon, 01 Apr 2024US$423.7bUS$298.2bUS$18.1b21.3x23.4x1.4x
Wed, 28 Feb 2024US$413.9bUS$300.7bUS$17.7b20.5x23.3x1.4x
Fri, 26 Jan 2024US$423.7bUS$310.2bUS$18.8b19.6x22.6x1.4x
Sun, 24 Dec 2023US$418.1bUS$310.2bUS$18.8b19.2x22.2x1.3x
Tue, 21 Nov 2023US$408.6bUS$310.7bUS$18.9b20.3x21.6x1.3x
Thu, 19 Oct 2023US$388.1bUS$309.2bUS$19.5b19.8x19.9x1.3x
Sat, 16 Sep 2023US$426.7bUS$305.8bUS$19.5b22.3x21.8x1.4x
Mon, 14 Aug 2023US$454.1bUS$306.2bUS$19.5b20.3x23.3x1.5x
Wed, 12 Jul 2023US$455.6bUS$304.4bUS$19.7b19.4x23.2x1.5x
Price to Earnings Ratio

23.2x


Total Market Cap: US$455.6bTotal Earnings: US$19.7bTotal Revenue: US$304.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 25.7x202420252026
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 48.8x which is higher than its 3-year average PE of 25.7x.
  • 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 31% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.8% 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 Market1.63%
Consumer Staples-0.21%
Food1.01%
Packaged Foods and Meats1.35%
Agricultural Products-0.23%
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
KHC Kraft HeinzUS$25.377.0%
+US$2.0b		-4.8%PS1.2x
GIS General MillsUS$37.574.3%
+US$833.6m		-29.3%PS1.1x
MKC McCormickUS$53.454.7%
+US$645.2m		-28.9%PE8.9x
HSY HersheyUS$182.141.7%
+US$614.6m		3.2%PE33.8x
TR Tootsie Roll IndustriesUS$40.787.2%
+US$205.6m		18.4%PE30.7x

Latest News

GIS
US$37.57
General Mills
7D
4.3%
1Y
-29.3%
MKC
US$53.45
McCormick
7D
4.7%
1Y
-28.9%
KHC
US$25.37
Kraft Heinz
7D
7.0%
1Y
-4.8%
Narrative Update • Jul 01

KHC: Heavier Brand Spending And Inflation Will Pressure Margins And Drive Repricing

The analyst price target for Kraft Heinz has been raised by $2 to reflect updated fair value assumptions, supported by recent Street research that highlights both ongoing investment in brands and operations, as well as concerns about cost inflation and earnings durability. Analyst Commentary Recent Street research on Kraft Heinz reflects a mixed picture, with some firms lifting price targets while others flag risks around margins, leverage, and the pace of earnings progress.
FAMI
US$0.19
Farmmi
7D
-84.0%
1Y
-89.1%
CALM
US$83.85
Cal-Maine Foods
7D
4.5%
1Y
-18.5%
HSY
US$182.14
Hershey
7D
1.7%
1Y
3.2%
Narrative Update • Jun 30

HSY: Confection Recovery And Easing Cocoa Costs Will Support Future Earnings Resilience

The analyst price target for Hershey has been trimmed by about $11 to reflect slightly lower fair value estimates, a modestly higher discount rate, and more cautious assumptions on revenue growth, profit margins, and future P/E multiples. Recent research points to softer scanner data and freight pressure in salty snacks, even as some analysts remain constructive on the confection category heading into the second half of 2026.
WEST
US$7.06
Westrock Coffee
7D
-24.8%
1Y
10.1%
Seeking Alpha • Jun 30

Westrock Coffee: It's Not Too Late To Invest

Summary Westrock Coffee Company has had high volatility in the past few years, as the company's earnings have disappointed market expectations. WEST targets a shift to higher-value product categories to grow sales and margins. The massive Conway facility's ramp-up and WEST's Palantir partnership create an attractive turnaround case. WEST stock discounts the company's earnings potential. I estimate 39% upside to $11.4. Read the full article on Seeking Alpha
HRL
US$25.00
Hormel Foods
7D
-5.7%
1Y
-18.0%
FRPT
US$56.38
Freshpet
7D
-1.8%
1Y
-21.5%
BUDA
US$8.75
Buda Juice
7D
-6.8%
1Y
n/a
SEB
US$4,337.15
Seaboard
7D
-8.5%
1Y
43.9%
SFD
US$24.58
Smithfield Foods
7D
-2.1%
1Y
0.5%
Narrative Update • Jun 26

SFD: Antitrust Overhang Will Be Outweighed By Branded Pork Expansion

Analysts have raised their price target for Smithfield Foods to $31.36 from $29.36, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their models. What’s in the News for Smithfield Foods Smithfield Foods is identified as one of several defendants in an ongoing federal antitrust class action involving alleged pork price fixing affecting commercial and institutional indirect purchasers in the United States, with Tyson Foods agreeing to a US$48,000,000 settlement while litigation continues against remaining defendants, including Smithfield Foods.
CPB
US$23.32
Campbell's
7D
2.6%
1Y
-25.4%
MDLZ
US$60.91
Mondelez International
7D
0.2%
1Y
-11.7%
Narrative Update • Jun 23

MDLZ: Emerging Markets And Cocoa Supply Trends Will Support Future Returns

Mondelez International’s analyst price target has been nudged higher by a few dollars, with recent $1 to $3 increases across several firms reflecting analysts’ updated views on the company’s risk profile, earnings power, and appropriate P/E multiple. Analyst Commentary Recent Street research on Mondelez International has been active, with several firms adjusting price targets and one prominent downgrade.
BRCC
US$1.21
BRC
7D
-6.9%
1Y
-23.9%
Narrative Update • Jun 18

BRCC: Honeywell PSS Deal Comps And Reverse Split Plan Will Drive Repricing

Analysts have kept their BRC stock price target steady at $2.50, citing unchanged fair value estimates despite updated work on discount rates, revenue growth, and profit margin assumptions influenced by recent sector readthroughs such as the Honeywell transaction commentary. What's in the News for BRC Bloomberg reports that Honeywell is close to a deal to sell its Personal Safety Systems (PSS) unit for US$1.4b to Brady, signaling sector-level portfolio moves that investors often compare with BRC.
TR
US$40.78
Tootsie Roll Industries
7D
7.2%
1Y
18.4%