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U.S. Packaged Foods and Meats Industry Analysis

UpdatedSep 25, 2025
DataAggregated Company Financials
Companies109
  • 7D0.4%
  • 3M-1.2%
  • 1Y-16.4%
  • YTDn/a

The Packaged Foods and Meats industry has been flat over the last week, but Kellanova has lost 3.0%. Unfortunately though, the industry is down 17% over the past 12 months. Earnings are forecast to grow by 15% 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, 25 Sep 2025US$377.4bUS$403.3bUS$13.5b20.5x27.9x0.9x
Sat, 23 Aug 2025US$387.7bUS$401.9bUS$13.2b22x29.4x1x
Mon, 21 Jul 2025US$392.6bUS$392.8bUS$20.9b20.3x18.8x1x
Wed, 18 Jun 2025US$392.2bUS$394.3bUS$20.4b20.9x19.2x1x
Fri, 16 May 2025US$373.4bUS$313.6bUS$19.5b20.1x19.2x1.2x
Sun, 13 Apr 2025US$394.7bUS$314.3bUS$21.1b20.5x18.7x1.3x
Tue, 11 Mar 2025US$413.0bUS$313.6bUS$20.7b20.7x20x1.3x
Thu, 06 Feb 2025US$379.0bUS$317.8bUS$19.6b19.6x19.4x1.2x
Sat, 04 Jan 2025US$392.6bUS$303.1bUS$17.9b21.4x22x1.3x
Mon, 02 Dec 2024US$415.4bUS$298.3bUS$17.5b22.8x23.7x1.4x
Wed, 30 Oct 2024US$421.8bUS$297.6bUS$17.7b19x23.8x1.4x
Fri, 27 Sep 2024US$432.6bUS$297.7bUS$17.3b21.9x25x1.5x
Sun, 25 Aug 2024US$428.4bUS$296.6bUS$17.5b21.7x24.5x1.4x
Tue, 23 Jul 2024US$404.0bUS$297.7bUS$18.3b19.5x22.1x1.4x
Thu, 20 Jun 2024US$398.1bUS$303.8bUS$19.2b17.8x20.7x1.3x
Sat, 18 May 2024US$430.5bUS$304.3bUS$18.4b19.5x23.4x1.4x
Mon, 15 Apr 2024US$402.2bUS$297.3bUS$17.8b20.4x22.6x1.4x
Wed, 13 Mar 2024US$415.2bUS$298.3bUS$17.7b20x23.4x1.4x
Fri, 09 Feb 2024US$413.8bUS$301.3bUS$17.8b20.8x23.2x1.4x
Sun, 07 Jan 2024US$427.0bUS$310.2bUS$18.7b19.5x22.8x1.4x
Tue, 05 Dec 2023US$410.2bUS$310.6bUS$18.8b19.6x21.8x1.3x
Thu, 02 Nov 2023US$393.6bUS$309.0bUS$19.3b20.1x20.4x1.3x
Sat, 30 Sep 2023US$415.7bUS$308.8bUS$19.3b21.9x21.5x1.3x
Mon, 28 Aug 2023US$437.7bUS$306.3bUS$19.5b21x22.5x1.4x
Wed, 26 Jul 2023US$468.5bUS$305.1bUS$20.0b19x23.4x1.5x
Fri, 23 Jun 2023US$473.9bUS$309.7bUS$20.1b20.3x23.5x1.5x
Sun, 21 May 2023US$492.1bUS$309.6bUS$21.0b20.1x23.4x1.6x
Tue, 18 Apr 2023US$487.2bUS$306.5bUS$21.7b20.3x22.4x1.6x
Thu, 16 Mar 2023US$463.2bUS$304.4bUS$21.5b20.3x21.5x1.5x
Sat, 11 Feb 2023US$462.4bUS$304.0bUS$20.2b24.3x22.9x1.5x
Mon, 09 Jan 2023US$486.5bUS$301.1bUS$22.0b25x22.1x1.6x
Wed, 07 Dec 2022US$478.3bUS$299.4bUS$21.6b25.6x22.2x1.6x
Fri, 04 Nov 2022US$464.7bUS$297.5bUS$22.5b27.3x20.7x1.6x
Sun, 02 Oct 2022US$427.1bUS$294.6bUS$23.3b21.8x18.3x1.4x
Price to Earnings Ratio

18.3x


Total Market Cap: US$427.1bTotal Earnings: US$23.3bTotal Revenue: US$294.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 22.2x202320242025
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 27.9x which is higher than its 3-year average PE of 22.1x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 17% per year over the last three years.
  • Meanwhile revenues for these companies have grown 11% 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 Market0.26%
Consumer Staples-1.82%
Food0.18%
Packaged Foods and Meats0.36%
Agricultural Products-0.91%
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$64.392.5%
+US$2.0b		-13.1%PE22.9x
KHC Kraft HeinzUS$26.743.9%
+US$1.2b		-22.5%PS1.3x
GIS General MillsUS$51.113.9%
+US$1.0b		-30.7%PE9.4x
SJM J. M. SmuckerUS$110.324.9%
+US$547.3m		-6.7%PS1.4x
CPB Campbell'sUS$33.732.4%
+US$233.9m		-31.8%PE16.7x

Latest News

MAMA
US$10.81
Mama's Creations
7D
6.1%
1Y
42.6%
GIS
US$51.11
General Mills
7D
3.9%
1Y
-30.7%
TSN
US$54.46
Tyson Foods
7D
0.6%
1Y
-6.0%
MDLZ
US$64.39
Mondelez International
7D
2.5%
1Y
-13.1%
JBS
US$15.13
JBS
7D
-3.0%
1Y
n/a
SJM
US$110.32
J. M. Smucker
7D
4.9%
1Y
-6.7%
CPB
US$33.73
Campbell's
7D
2.4%
1Y
-31.8%
CALM
US$97.22
Cal-Maine Foods
7D
-6.1%
1Y
32.9%
K
US$76.96
Kellanova
7D
-2.1%
1Y
-4.5%
MKC
US$65.20
McCormick
7D
-2.4%
1Y
-21.8%
LW
US$53.77
Lamb Weston Holdings
7D
-3.4%
1Y
-17.2%

Modernizing Food Channels And Expanding QSR Markets Will Unlock Opportunity

Analysts have lowered their earnings expectations and applied discounted valuation multiples to Lamb Weston Holdings due to sluggish category growth, market share losses, and ongoing margin uncertainty, resulting in a consensus price target that remains steady at $63.55. Analyst Commentary Increased caution across the food producer sector due to slower center store category growth and ongoing market share losses.
KHC
US$26.74
Kraft Heinz
7D
3.9%
1Y
-22.5%

Emerging Markets And E-Commerce Will Fuel Future Upside

Analyst price targets for Kraft Heinz remain unchanged at $29.82 as the planned split into two public companies raises uncertainty around long-term growth, value creation, and weak fundamentals, keeping valuations subdued. Analyst Commentary Announcement of Kraft Heinz's planned split into two publicly traded companies has raised investor uncertainty regarding potential value creation versus value destruction, with debate fueled by Berkshire Hathaway’s public disappointment and lack of a shareholder vote.
POST
US$106.64
Post Holdings
7D
3.7%
1Y
-7.4%
FRPT
US$49.40
Freshpet
7D
-7.5%
1Y
-64.8%

Digital And Production Upgrades Will Unlock Long Term Potential

Freshpet’s consensus price target was revised down from $94.18 to $88.69 as analysts cite decelerating growth, rising competitive pressures (notably from Chewy’s fresh dog food), and a sector-wide valuation reset. Analyst Commentary Growth deceleration signals: Sequential sales growth at Freshpet is slowing versus prior years, with Q4 sales growth expectations below consensus due to increased competition.
PPC
US$41.31
Pilgrim's Pride
7D
-2.4%
1Y
-3.1%

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Aug 25
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SEB
US$3,634.33
Seaboard
7D
-6.6%
1Y
15.3%