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U.S. Packaged Foods and Meats Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies112
  • 7D-1.0%
  • 3M5.5%
  • 1Y-10.4%
  • YTDn/a

Over the last 7 days, the Packaged Foods and Meats industry has dropped 1.9%, driven by Mondelez International declining 2.4%. On the other hand J. M. Smucker is actually up 7.6%. Overall the industry is down 9.5% in 12 months. Looking forward, earnings are forecast to grow by 19% 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, 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
Fri, 14 Apr 2023US$488.4bUS$306.5bUS$21.7b20.4x22.5x1.6x
Sun, 12 Mar 2023US$453.9bUS$304.5bUS$21.6b19.7x21.1x1.5x
Price to Earnings Ratio

21.1x


Total Market Cap: US$453.9bTotal Earnings: US$21.6bTotal Revenue: US$304.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 23.6x202420252026
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 48.5x which is higher than its 3-year average PE of 23.6x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.92x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 30% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.3% 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 Market-1.22%
Consumer Staples-1.04%
Food-1.15%
Packaged Foods and Meats-0.97%
Agricultural Products-1.89%
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
SJM J. M. SmuckerUS$114.737.6%
+US$862.1m		4.9%PS1.4x
HSY HersheyUS$232.051.0%
+US$488.5m		31.1%PE53.3x
FRPT FreshpetUS$85.507.4%
+US$288.0m		-11.0%PE30.1x
CALM Cal-Maine FoodsUS$88.504.8%
+US$194.0m		5.1%PE3.7x
PPC Pilgrim's PrideUS$41.451.3%
+US$125.9m		-22.3%PE9.1x

Latest News

NOMD
US$10.38
Nomad Foods
7D
-15.8%
1Y
-49.5%
SFD
US$24.83
Smithfield Foods
7D
1.2%
1Y
22.1%
CALM
US$88.50
Cal-Maine Foods
7D
4.8%
1Y
5.1%
MKC
US$65.70
McCormick
7D
-4.8%
1Y
-20.6%
CPB
US$25.09
Campbell's
7D
-5.3%
1Y
-36.0%

CPB: Softer Scanner Trends And Category Pressures Will Shape Balanced Forward Expectations

Analysts have trimmed their average price target on Campbell's by a few dollars to reflect softer Nielsen scanner trends in both Meals & Beverages and Snacks. Updated assumptions now point to Q2 organic sales growth of 2% for Meals & Beverages and a 4.5% decline for Snacks.
TR
US$41.94
Tootsie Roll Industries
7D
3.2%
1Y
38.2%
VITL
US$20.01
Vital Farms
7D
-19.3%
1Y
-35.0%

Brand Strength And Capacity Expansion Will Support Long Term Value Creation

Catalysts About Vital Farms Vital Farms produces pasture raised eggs and related products through a network of small farms focused on humane animal care. What are the underlying business or industry changes driving this perspective?
KHC
US$24.04
Kraft Heinz
7D
-2.1%
1Y
-22.4%
SJM
US$114.73
J. M. Smucker
7D
7.6%
1Y
4.9%

SJM: Governance Changes And Execution In 2026 Will Shape EPS Outcomes

Our analyst fair value estimate for J. M.
HRL
US$24.44
Hormel Foods
7D
-3.4%
1Y
-15.0%
GIS
US$43.56
General Mills
7D
-2.2%
1Y
-28.5%
FRPT
US$85.50
Freshpet
7D
7.4%
1Y
-11.0%
PPC
US$41.45
Pilgrim's Pride
7D
1.3%
1Y
-22.3%

PPC: Future Returns Will Reflect Modest Assumption Shifts And Steady Risk Profile

Analysts have raised their price target on Pilgrim's Pride from $43.57 to $45.00. They cite updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that adjust their outlook on the stock's risk and return profile.
MDLZ
US$58.69
Mondelez International
7D
-2.4%
1Y
-11.5%

MDLZ: Steady Guidance And Buybacks Will Support Margins And Future Re Rating

The analyst price target for Mondelez International edges slightly higher to $66.92, as analysts keep estimates broadly steady and point to relatively unchanged guidance at the recent CAGNY conference while adjusting expectations across the wider U.S. food group. Analyst Commentary Recent research around the 2026 CAGNY conference paints a mixed but generally constructive picture for Mondelez, with most commentary focused on how resilient its guidance looks compared with other large U.S. food names and how that feeds into valuation resets across the group.
TSN
US$62.92
Tyson Foods
7D
0.5%
1Y
3.6%
HSY
US$232.05
Hershey
7D
1.0%
1Y
31.1%

HSY: Easing Cocoa Costs Will Support Reinvestment And Future Earnings Power

Our fair value estimate for Hershey has been updated to $267 from $224, reflecting a series of higher analyst price targets that cite easing cocoa costs, tariff relief, and increased flexibility to reinvest in growth. Analyst Commentary Recent Street research on Hershey has tilted clearly bullish, with a cluster of higher price targets and at least one rating upgrade as cocoa and tariff headwinds ease.